Camtek Q4 Earnings Call Highlights

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Camtek (NASDAQ:CAMT) reported grounds results for the 4th fourth and afloat year, driven by request tied to high-performance computing and AI-related semiconductor applications. Management besides reiterated that it expects 2026 to beryllium a maturation year, with a slower commencement followed by stronger show successful the 2nd fractional of the year.

Chief Operating Officer Ramy Langer said the institution closed the 4th fourth and afloat twelvemonth with “record results.” Fourth-quarter gross reached a quarterly grounds of $128 million, up 9% twelvemonth implicit year. Gross borderline was 51% and operating borderline was 29%.

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For the afloat year, gross totaled $496 million, representing 16% year-over-year growth. Full-year gross borderline was 51.6% and operating borderline was 30%. Langer described the results arsenic bringing Camtek to its “milestone of $500 cardinal successful revenues.”

Management besides provided a breakdown of the full-year gross mix:

• Approximately 50% from AI-related products

• 20% from different precocious packaging applications

• The remainder crossed CMOS representation sensors, compound semiconductors, front-end, and wide 2D applications

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For the archetypal 4th of 2026, Camtek guided gross to beryllium around $120 million, reflecting what absorption characterized arsenic a slower commencement to the year. Langer said the institution antecedently expected 2026 gross to beryllium much second-half weighted, and added that the months since the anterior guidance “significantly reinforced” assurance successful the 2nd fractional and successful achieving full-year growth.