Camtek reports Q2 2026 record revenue with backlog; guides 2027 growth
Aug 10, 2026, 7:13 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
Camtek posted solid Q2 growth with expanding margins on a GAAP/Non-GAAP basis, record backlog, and explicit F3 guidance showing 20% QoQ growth. The Visual Layer acquisition closes a strategic expansion, and AI/data-center demand supports a durable growth trajectory in the AP segment. Historically, such combinations of beat-plus-acquisition in AI-related capex cycles have driven multiple expansion and sustained upside over 6–12 months, barring macro shocks.
AI summary
What happened, with direct paths to the underlying reporting
Camtek reported Q2 2026 revenue of $133.2 million, up 8% year over year, with GAAP gross margin at 50.1% and non-GAAP gross margin at 51.4%. The company completed the Visual Layer acquisition and projects Q3 revenue of $158–$160 million, signaling roughly 20% QoQ growth and more than 30% H2-26 vs H1-26, underpinned by a record backlog and AI-driven data-center demand.
Q2 revenue $133.2M; up 8% YoY.
GAAP gross margin 50.1%; non-GAAP 51.4%; GAAP operating income $27.2M.
Record backlog; orders since year start ~ $600M.
Completion of Visual Layer acquisition.
Q3 guide $158–$160M; >20% QoQ growth; growth into 2027.
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