NVMI
Nova·NASDAQ
--
--(--)
--
--(--)
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
Actual | 0.47 | 0.48 | 0.57 | 0.55 | 0.7 | 0.9 | 1.16 | 1.08 | 1.3 | 1.24 | 1.24 | 1.28 | 1.23 | 1.06 | 1.23 | 1.36 | 1.39 | 1.61 | 1.74 | 1.94 | 2.18 | 2.2 | 2.16 | 2.14 | ||||||||||
Forecast | 0.3575 | 0.44 | 0.4675 | 0.5196 | 0.6279 | 0.7255 | 0.9176 | 1.049 | 1.0431 | 1.1857 | 1.1736 | 1.2544 | 1.0451 | 1.0046 | 1.0882 | 1.2358 | 1.2756 | 1.3565 | 1.6772 | 1.8385 | 2.0883 | 2.0649 | 2.1502 | 2.1248 | ||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 61.02M | 62.59M | 69.48M | 76.30M | 84.13M | 97.75M | 112.71M | 121.52M | 133.96M | 141.63M | 143.91M | 151.24M | 132.19M | 122.70M | 128.81M | 134.22M | 141.80M | 156.86M | 178.97M | 194.77M | 213.36M | 219.99M | 224.61M | 222.62M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 56.85M | 62.30M | 65.42M | 70.03M | 79.89M | 88.38M | 102.81M | 118.28M | 126.76M | 136.96M | 141.49M | 147.82M | 130.06M | 121.69M | 123.10M | 128.03M | 136.78M | 148.12M | 171.81M | 187.63M | 210.12M | 215.38M | 222.19M | 220.83M |
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
You can ask Aime
Did Nova beat or miss consensus estimates last quarter?What factors drove the changes in Nova's revenue and profit?What is Nova's gross profit margin?What were the key takeaways from Nova's earnings call?What does Nova do and what are its main business segments?What is the market's earnings forecast for Nova next quarter?What guidance did Nova's management provide for the next earnings period?What is Nova's latest dividend and current dividend yield?
