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High materiality9/10

Nova Reports Record Q2 2026 Revenue and Higher Q3 Guidance

Aug 6, 2026, 7:36 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong beat on revenue and profits, coupled with raised quarterly guidance and visible pipeline, historically supports positive re-rating for NVMI as investors price in durable demand for advanced-node metrology. Margin compression is modest rather than concerning, and guidance implies continued revenue growth into 2H26.

AI summary

What happened, with direct paths to the underlying reporting

Nova posted in Q2 2026 revenue of $255.0M with GAAP net income of $75.0M and non-GAAP net income of $86.5M, translating to EPS of $2.20 and $2.51 respectively. Management cited strong demand in advanced logic devices and packaging, and issued a higher Q3 outlook of $277–$287M in revenue and $2.70–$2.85 in non-GAAP EPS, signaling sustained momentum into the second half of 2026.

Q2 2026 revenue $255.0M; up 8% QoQ, 16% YoY.
GAAP net income $75.0M; non-GAAP $86.5M.
Q2 gross margin 56.5%; down from 57.7%.
Q3 guidance: revenue $277–$287M; GAAP EPS $2.46–$2.61.
Non-GAAP EPS guidance $2.70–$2.85; record logic/packaging revenue.

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