0001104659-26-122689
SEC filingVeeco 2026 年第三季度营收同比增长至 209.4 百万美元，并给出强劲的第四季度及全年指引。
| 指标 | 本期 | 去年同期 | 同比 |
|---|---|---|---|
| Revenue | $209.4 million | $165.9 million | — |
| Net income (GAAP) | $13.6 million | $10.6 million | — |
| Diluted earnings per share (GAAP) | $0.21 | $0.17 | — |
| Operating income (Non-GAAP) | $25.2 million | $23.1 million | — |
| Net income (Non-GAAP) | $24.1 million | $21.8 million | — |
| Diluted earnings per share (Non-GAAP) | $0.36 | $0.36 | — |
| 期间 | 指标 | 指引 | 口径 |
|---|---|---|---|
| Q4 2026 | Revenue | $230 million to $260 million | GAAP |
| Q4 2026 | Diluted earnings per share | $0.34 to $0.53 | GAAP |
| Q4 2026 | Diluted earnings per share | $0.50 to $0.70 | Non-GAAP |
| FY2026 | Revenue | $790 million to $820 million | GAAP |
| FY2026 | Diluted earnings per share | $0.72 to $0.92 | GAAP |
| FY2026 | Diluted earnings per share | $1.32 to $1.52 | Non-GAAP |
Veeco 第三季度 Revenue 为 $209.4 million，较去年同期的 $165.9 million 明显增长；GAAP 净利润 $13.6 million、稀释每股收益 $0.21，均高于去年同期的 $10.6 million 和 $0.17。Non-GAAP 口径下，Operating income 为 $25.2 million，高于去年同期的 $23.1 million；Non-GAAP 净利润 $24.1 million，稀释每股收益 $0.36，与去年同期持平。
管理层将业绩归因于 AI 基础设施投资加速了先进逻辑、存储、先进封装及高速光连接等领域的技术转型，带动客户订单活动。公司同时给出第四季度 Revenue $230 million 至 $260 million、Non-GAAP 稀释 EPS $0.50 至 $0.70 的指引，并上调全年 2026 Revenue 指引至 $790 million 至 $820 million。CEO Bill Miller 表示，凭借更高的可见度及扩产投资，公司有信心在 2027 年全年营收突破十亿美元。