$VECO

Veeco Instruments held its Q2 2026 earnings call. The company reported revenue of $193 million, non-GAAP operating income of $23 million, and diluted EPS of $0.33. Veeco raised full-year 2026 non-GAAP revenue guidance to $780 million to $810 million and EPS to $1.36 to $1.61, citing margin and EPS pressure from growth investments. It also secured $200 million in advanced packaging orders and noted China antitrust approval risk for its Axcelis merger.

Veeco (VECO) reported Q2 2026 revenue of $193.5M, up from $166.1M, and non-GAAP diluted EPS of $0.33. Semiconductor revenue was $131M (68% of total). Advanced packaging orders were $200M for 2027 delivery. Full-year 2026 revenue guidance was raised to $780M-$810M and non-GAAP EPS to $1.36-$1.61.

KIERNAN JOHN P (SVP & CHIEF FINANCIAL OFFICER) sold 35,000 indirectly-held shares of VEECO INSTRUMENTS INC (VECO) at an average of $51.05 ($50.42–$54.28, $1.79M total) across 5 trades on 2026-08-10 under a Rule 10b5-1 trading plan.

Veeco Instruments reported Q2 2026 revenue of $193.5m, up 22% sequentially and 16.5% year over year, exceeding $170–190m guidance. Gross margin was 39.5% and operating income $23.1m, above $13–22m guidance. Net income was $21.8m ($0.33/diluted share). Veeco raised full-year 2026 revenue guidance to $780–810m and updated Q3 outlook to $200–220m revenue.

Veeco Instruments said a global optical and photonic technology company selected its LUMINA+ MOCVD system to produce indium phosphide (InP) lasers for datacom applications. Veeco said the fully automated system supports high-volume As/P epitaxy with large batch size and lower cost per wafer. LightCounting projects optical transceiver sales of $39B in 2026.

Veeco Instruments Inc. (Nasdaq: VECO) reported Q2 2026 revenue of $193.5 million versus $166.1 million a year earlier. GAAP net income was $11.9 million, or $0.18 diluted EPS. Non-GAAP net income was $21.8 million, or $0.33 diluted EPS. For Q3 2026, it guided revenue of $200 million to $220 million and GAAP EPS of $0.20 to $0.34.

Veeco Instruments (NASDAQ: VECO) said a global optical and photonics company selected its LUMINA+ MOCVD system to manufacture indium phosphide (InP) lasers for datacom. Veeco cited automated production features, including TurboDisc technology, and said the system is adopted across major As/P epitaxy applications. LightCounting projects optical transceiver sales of $39B in 2026, up 53% from 2025.

VEECO INSTRUMENTS INC (VECO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 veco-20260805xex99d1.htm EX-99.1 EXHIBIT 99.1 ​ ​ VEECO REPORTS SECOND QUARTER 2026 FINANCIAL RESULTS ​ Second Quarter 2026 Highlights: ​ ● Revenue of $193.5 million, compared with $166.1 million in the same period last year ● GAAP net income of $11.9 million, or $0.18

Veeco Instruments (VECO) said in an SEC Form 4 that director Richard A. Damore sold 43,000 shares for about $2.7 million at $60.71 per share. The sale cut his direct stake by 27.96% to 112,594 shares. The remaining holdings were worth about $6.7 million at the May 14, 2026 close ($59.51).

Wilkerson Susan (SVP, GLOBAL SALES & SERVICE) sold 15,506 shares of VEECO INSTRUMENTS INC (VECO) at $69.56 ($1.08M total) on 2026-06-11.