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NVMI

Nova·NASDAQ
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NVMI fundamentals

Nova (NVMI) released its earnings on Feb 12, 2026: revenue was 222.62M (YoY +14.30%), beat estimates; EPS was 2.14 (YoY +10.31%), beat estimates.
Revenue / YoY
222.62M
+14.30%
EPS / YoY
2.14
+10.31%
Report date
Feb 12, 2026
NVMI Earnings Call Summary for Q4,2025
  • Revenue Growth: 2025 annual revenue up 31% to $880.6M, Q4 at $222.6M (+14% YoY). Advanced logic, memory, and packaging drive growth.
  • Strategic Wins: Leading customer adopts Nova's CMP suite; services revenue hits record.
  • Tech Leadership: ELIPSON tool of record for gate-all-around; METRION qualified for advanced memory.
  • 2026 Outlook: H2 acceleration with WFE low double-digit, operational investments for scalability.
  • Financial Strength: 2025 free cash flow $218M, ending with $1.6B cash. Q1 2026 EPS guidance $2.13-2.25.
  • Market Share: Dimensional metrology share 25%; advanced packaging 20% of product revenue.
  • Operational Prep: ERP system, Asian manufacturing, supply chain agility support growth.
EPS
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Q1,2020
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Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.470.480.570.550.70.91.161.081.31.241.241.281.231.061.231.361.391.611.741.942.182.22.162.14
Forecast
0.35750.440.46750.51960.62790.72550.91761.0491.04311.18571.17361.25441.04511.00461.08821.23581.27561.35651.67721.83852.08832.06492.15022.1248
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+31.47%
+9.09%
+21.93%
+5.85%
+11.48%
+24.05%
+26.42%
+2.96%
+24.63%
+4.58%
+5.66%
+2.04%
+17.69%
+5.51%
+13.03%
+10.05%
+8.97%
+18.69%
+3.74%
+5.52%
+4.39%
+6.54%
+0.46%
+0.72%
Revenue
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Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------61.02M62.59M69.48M76.30M84.13M97.75M112.71M121.52M133.96M141.63M143.91M151.24M132.19M122.70M128.81M134.22M141.80M156.86M178.97M194.77M213.36M219.99M224.61M222.62M
Forecast
--------------------56.85M62.30M65.42M70.03M79.89M88.38M102.81M118.28M126.76M136.96M141.49M147.82M130.06M121.69M123.10M128.03M136.78M148.12M171.81M187.63M210.12M215.38M222.19M220.83M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+7.34%
+0.46%
+6.21%
+8.97%
+5.31%
+10.60%
+9.63%
+2.74%
+5.68%
+3.41%
+1.71%
+2.31%
+1.64%
+0.83%
+4.64%
+4.83%
+3.67%
+5.90%
+4.17%
+3.80%
+1.54%
+2.14%
+1.09%
+0.81%

Earnings Call