Inferra AI / Company / NVMI

Nova Ltd.

NVMI · Industrials

Last earnings Aug 6, 2026

Key results

Record Quarterly revenuequarter

$220 million

Second Quarter 2025 Highlights: Record Quarterly revenue of $220 million, a 40% increase YoY.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

Gross marginquarter

57.8%

Gross margin in the second quarter of 2025 was 57.8%, compared with 57.3% in the first quarter of 2025 and 59.0% in the second quarter of 2024.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

Net incomequarter

$68.3 million

On a GAAP basis, the Company reported net income of $68.3 million, or $2.14 per diluted share, in the second quarter of 2025.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

This is compared with net income of $64.8 million, or $2.03 per diluted share, in the first quarter of 2025, and $45.1 million, or $ 1.41 per diluted share, in the second quarter of 2024.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

On a non-GAAP basis, the Company reported net income of $70.4 million, or $2.20 per diluted share, in the second quarter of 2025.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

This is compared with net income of $70.0 million, or $2.18 per diluted share, in the first quarter of 2025, and $52.0 million, or $1.61 per diluted share, in the second quarter of 2024.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release — transcript not held

Diluted EPS · Q2 2025
$2.14
6-K · Aug 7, 2025
Gross margin · Q2 2025
57.8%
+0.5 pts vs prior quarter computed from stated figures
6-K · Aug 7, 2025
Net income · Q2 2025
$68.3M
6-K · Aug 7, 2025
Record Quarterly revenue · Q2 2025
$220M
6-K · Aug 7, 2025

The quarter in charts

GAAP gross margin

Percent of revenue, as stated

0%37.5%75%57.3%Prior quarter57.8%Q2 2025

6-K · Aug 7, 2025 Margin values as stated in the release.

Headline figures

MetricQ2 2025Prior qtrYear ago
Record Quarterly revenue$220 million——
Gross margin57.8%57.3%—
Net income$68.3 million——

6-K · Aug 7, 2025

Guidance · company-stated

revenue

“$1.77 to $1.97”

GAAP EPS

“$2.02 to $2.22”

Total revenues$220 million

“for the second quarter of 2025 were $220 million”

Gross margin

“in the second quarter of 2025 was 57.8%”

Operating expenses

“in the second quarter of 2025 were $61.6 million”

net income

“of $68.3 million”

Guidance stated in the release's Business Outlook table for the third quarter; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin57.8%

What changed vs last quarter

  • Gross margin +0.5 pts computed from stated figures
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

Form 20-F Form 40-F Attached hereto and incorporated by way of reference herein is a press release issued by the Registrant and entitled: Nova Reports Record Second Quarter 2025 Financial Results

Based on: Earnings release — transcript not held

Guidance & outlook

revenue: “revenue $1.77 to $1.97”

GAAP EPS: “GAAP EPS $2.02 to $2.22”

Total revenues: “Total revenues for the second quarter of 2025 were $220 million”

Gross margin: “Gross margin in the second quarter of 2025 was 57.8%”

Operating expenses: “Operating expenses in the second quarter of 2025 were $61.6 million”

net income: “net income of $68.3 million”

revenue (“the third quarter”)
“revenue $1.77 to $1.97”

GAAP EPS (“the third quarter”)
“GAAP EPS $2.02 to $2.22”

Total revenues (“the third quarter”)
“Total revenues for the second quarter of 2025 were $220 million”

Gross margin (“the third quarter”)
“Gross margin in the second quarter of 2025 was 57.8%”

Operating expenses (“the third quarter”)
“Operating expenses in the second quarter of 2025 were $61.6 million”

net income (“the third quarter”)
“net income of $68.3 million”

Guidance stated in the release's Business Outlook table for the third quarter; no direction stated — figures as stated in the table.

Risks & headwinds

Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to differ materially from any future results, levels of activity, performance or achievements expressed or implied in those forward-looking statements.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

Factors that may affect our results, performance, circumstances or achievements include, but are not limited to, the following: increased information technology security threats and sophisticated computer crime; foreign political and economic risks including supply-chain difficulties; regulations that could restrict our operations such as economic sanctions and export restrictions; changes in U.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

The matters discussed in this press release also involve risks and uncertainties summarized under the heading "Risk Factors" in Nova's Annual Report on Form 20-F for the year ended December 31, 2024, filed with the Securities and Exchange Commission on February 20, 2025.

SEC original ↗Nova Ltd. — Earnings release (6-K report)6-KAug 7, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

31 documents

Earnings releases

1 document

Presentations

0 documents

No presentations for Nova Ltd. are held in this edition of the library.

Transcripts

0 documents

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

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