Camtek stock: Record Q3 revenue points to stronger 2027 growth
Published on 11/11/2026 at 10:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSRecord quarter raises execution stakes
- Camtek reported third-quarter revenue of 161.3 million US dollars, up 28 percent year over year.
- Management expects fourth-quarter revenue of approximately 180 million US dollars and 2027 revenue above 800 million US dollars.
- Advanced packaging demand linked to artificial intelligence remains central to the companys growth outlook.
Camtek reported record third-quarter revenue of 161.3 million US dollars for the period ended September 30, 2026. The results, released on November 4, showed continued momentum in semiconductor inspection and metrology equipment, while management raised the focus on execution through 2027. The figures were published by PR Newswire.
Growth broadens across semiconductor demand
Revenue increased 28 percent from 126.0 million US dollars in the year-earlier quarter and rose 21 percent from the second quarter. GAAP gross margin held at 50.0 percent, while GAAP operating income climbed 25 percent to 39.8 million US dollars. Non-GAAP operating income reached 47.5 million US dollars, producing a 29.5 percent margin.
GAAP net income was 42.8 million US dollars, or 0.84 US dollars per diluted share, compared with a net loss of 53.2 million US dollars, or 1.16 US dollars per share, in the prior-year quarter. On a non-GAAP basis, net income rose 23 percent to 50.3 million US dollars, or 0.99 US dollars per diluted share. Camtek also generated 71.1 million US dollars in operating cash flow during the quarter.
Backlog supports ambitious 2027 target
Management expects fourth-quarter revenue of approximately 180 million US dollars, representing 40 percent year-over-year growth and implying full-year 2026 revenue of approximately 595 million US dollars. The initial 2027 outlook calls for revenue above 800 million US dollars, or approximately 35 percent growth over the expected 2026 level.
Chief Executive Rafi Amit said the quarter reflected sustained momentum in high-end advanced packaging, particularly applications driven by artificial intelligence. He also pointed to visibility extending a year ahead for the first time in Camteks history. The companys outlook remains forward-looking and depends on order conversion, customer demand, supply availability and broader semiconductor investment.
Camtek stock traded at 96.61 euros on Lang & Schwarz at 10:01 CET on Wednesday, November 11, 2026.
Camtek company facts
- Company: Camtek Ltd.
- ISIN: IL0010952641
- Ticker: CAMT
- Primary listings: Nasdaq and TASE
- Lang & Schwarz price: 96.61 euros at 10:01 CET on November 11, 2026
- Third-quarter revenue: 161.3 million US dollars
- 2027 revenue outlook: Above 800 million US dollars
- Sector: Semiconductor equipment
Semiconductor equipment shares remain sensitive to demand expectations across the TA-35 market.
For more company-specific coverage, see More news and analyses on Camtek stock.
