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Camtek Ltd

CAMT · Industrials

Last earnings Oct 14, 2026

Key results

Revenuequarter

12 %

All rights reserved 26 How We Reach ~$ 1.2 B STRENGTHEN Inspection Continue to strengthen our position 2.5 D interposers, HBM and Hybrid Bonding Expand our position in specialty wafer fabrication Become a major player in the Si - Photonics market EXPAND Expand our market in metrology Penetrate new applications and process steps ADVANCED PACKAGING HYBRID BONDING FRONT END ENTER New applications currently unserved RECURRING LAYER Service & software revenues to 12 % Acquired AI company Visual Layer to develop software products Plan to start selling software products in 2027 Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

Doubling revenuequarter

$ 1.2

) OUR CORE 3 D bump metrology Maintain our leadership and technology superiority COMPETE Compete with larger players Our technology is competitive Built for customer customization Dominant position in OSATs A proven portfolio with dedicated capabilities for AP BUMP METROLOGY FLUORESCENCE FLEXIBLE VARIETY OF HANDLING SOLUTIONS READY Operational infrastructure is in place AP is our home ground Doubling Revenue in ~ 3 Years Key drivers and the path to ~$ 1.2 bn in revenue with improved financial metrics 28 Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

All rights reserved 35 Increased Recurring Revenue Base $ 20 M $ 28 M ~$ 140 M A growing installed base drives service and software revenue both accretive to margin Service and software revenue ($ millions) 2024 5 % 2025 6 % @ $ 1.2 B 12 % ~ 4,000 Installed Base $ 140 M Service and software together, grow to 12 % of revenue Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

Operating marginquarter

30.0 %

All rights reserved 37 Operating Leverage 30.0 % ~ + 3.4 % ~ + 2.4 % ~ - 1.3 % 34 36 % 2025 operating margin Gross margin, richer mix SG&A leverage R&D investment At $ 1.2 B operating margin Non - GAAP operating margin bridge (% of revenue) 37 Updated Financial Target Model Replacing the previous $ 750 m model REVENUE ($ millions) $ 315 m 2023 ~$ 600 m 2026 F Target Model Prior Model $ 750 m GROSS MARGIN (%) 48 % 2023 51 - 52 % Current* @$ 1.2 B OPERATING MARGIN (%) 26 % 2023 27 - 28 % Current* @$ 1.2 B Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

B operating marginquarter

$ 1.2

All rights reserved 37 Operating Leverage 30.0 % ~ + 3.4 % ~ + 2.4 % ~ - 1.3 % 34 36 % 2025 operating margin Gross margin, richer mix SG&A leverage R&D investment At $ 1.2 B operating margin Non - GAAP operating margin bridge (% of revenue) 37 Updated Financial Target Model Replacing the previous $ 750 m model REVENUE ($ millions) $ 315 m 2023 ~$ 600 m 2026 F Target Model Prior Model $ 750 m GROSS MARGIN (%) 48 % 2023 51 - 52 % Current* @$ 1.2 B OPERATING MARGIN (%) 26 % 2023 27 - 28 % Current* @$ 1.2 B Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

AI analysis

Latest earnings event · reported Oct 14, 2026

Based on: Earnings release — transcript not held

Doubling revenue ·
$1.2B
6-K · Oct 14, 2026
Operating margin ·
30.0 %
6-K · Oct 14, 2026
B operating margin ·
$1.2B
6-K · Oct 14, 2026

Headline figures

MetricLatest earnings eventPrior qtrYear ago
Revenue12 %$133.2 million—
Doubling revenue$1.2B——
Operating margin30.0 %——
B operating margin$1.2B——

6-K · Oct 14, 2026

Guidance · company-stated

revenues

“+ 27 %”

Guidance stated in the release for FY 2026; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin30.0 %
B operating margin$ 1.2
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the Month of October 2026 CAMTEK LTD

Based on: Earnings release — transcript not held

Guidance & outlook

revenues: “revenues + 27 %”

revenues (“FY 2026”)
“All rights reserved 4 Breaking News Record Revenue Levels Q 3 preannouncement, Q 4 guidance and a first look at 2027 01 Q 3 2026 Preannouncing Q 3 revenues + 27 % YoY 02 Q 4 2026 Q 4 guidance + 40 % YoY Bringing FY 2026 to ~$ 595 M 03 FY 2027 2027 initial revenue outlook >”

Guidance stated in the release for FY 2026; figures as stated.

Strategy & priorities

All rights reserved 9 Camtek Organic Growth Strategy Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

All rights reserved Sources: TrendForce (Apr 2026 ) COUPE roadmap and SoIC - X stacking.

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

All rights reserved VIA TSV Micron - level TSV diameter, front end and advanced packaging POST - CMP Topology Post - CMP roughness wafer metrology, crucial for Hybrid Bonding POST - CMP Dishing Pre - Hybrid Bonding, post CMP copper dishing metrology PRE - BOND Warpage Pre - bond, high - throughput wafer and die warpage INTERCONNECT Small bumps Micro bumps for future HBM 5 and other high end applications ACROSS EVERY STEP Platform and software Improved platform Higher accuracy, and better COO through higher throughput AI - based metrology AI models for better metrology performance 2027 28 Technology Roadmap: Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

All rights reserved 36 $ 33 M $ 43 M $ 58 M $ 120 M Continued Focus on R&D: Maintaining Technology Leadership R&D expense ($ millions, non - GAAP) % of sales +~ 80 % growth in R&D spend, 2024 2026 F, 2 x sales growth ~ 10 % of sales at $ 1.2 B What it funds Continued development in next generation of Hawk and Eagle FRT metrology roadmap Software/AI @ $ 1.2 B 2026 F 2025 2024 ~ 10 % ~ 9.5 % 8.7 % 7.8 % Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

Risks & headwinds

You should exercise caution in interpreting and relying on forward - looking statements because they involve known and unknown risks, uncertainties, and other factors which are, in some cases, beyond Camtek s control and could materially affect actual results, performance, or achievements which could differ materially from those set forth in the forward - looking statements and may be affected by a variety of risks.

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

trade policies, changes or uncertainty related to the U.

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

Financial Model The financial model included in this presentation does not constitute projections; it reflects goals/targets that are forward - looking, subject to significant business, economic and competitive uncertainties and contingencies, many of which are beyond the control of Camtek and its management, and are based upon assumptions with respect to future decisions, which are subject to change.

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

All rights reserved Addressing hybrid bonding challenges and increasing market share Our Organic Growth SAM $ 1.5 B $ 500 M $ 800 M $ 3.9 B $ 1.1 B 2026 2030 E $ 2.2 B $ 5.8 B Metrology Inspection in advanced packaging Inspection in wafer manufacturing SAM growth Copyright of Camtek Ltd 2026 .

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Camtek Ltd — Earnings release (6-K report)6-KOct 14, 2026

Documents

Earnings deck slides

0 decks with slide view

Camtek Ltd — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

32 documents

Earnings releases

2 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Camtek Ltd are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Camtek Ltd by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.