CAMT earnings — 2026-08-10

Camtek printed a clean quarter: non-GAAP EPS of $0.81 in line with estimates, revenue of $128.1M beating by about $1.0M, and a next-quarter outlook initiated alongside the print. The order tape around the report is the stronger story — $105M in multi-system orders, a separate $25M Hawk systems order for AI applications, and an announced acquisition of Visual Layer to expand AI inspection capabilities. Beat-plus-backlog with an AI capex attach; the wfe-test-metrology lane's thesis shape.

Sources: "Camtek Non-GAAP EPS of $0.81 in-line, revenue of $128.1M beats by $1.01M", "Camtek secures $105M in multi-system orders", "Camtek receives $25 million Hawk systems order", "Camtek to acquire Visual Layer" — all in data/stocks/CAMT/news/latest.json (fetched 2026-08-11 UTC).