Camtek Ltd.（CAMT）资讯与事件CAMTCamtek Ltd.

Company Reports Q2 Revenue of $133.2M Exceeding Expectations

Reports Q2 revenue $133.2M, consensus $130.19M. CEO Rafi Amit commented, "I am very pleased with the Q2 results which came ahead of our expectations. Since the beginning of 2026 we have experienced a growing momentum of order intake bringing the total amount of orders received since the beginning of the year to about $600M, with deliveries scheduled for 2026 and 2027. This exceptional order intake coupled with our strong market position in the AP segment is expected to result in phenomenal growth in our AP business of 45% half over half. The AI revolution is driving unprecedented demand for data centers. With AI adoption still in its early stages, we believe demand for AI compute infrastructure will continue to grow significantly. Our product development roadmap is closely aligned with the technology roadmaps of the industry leaders. Our strong customer engagement, combined with our expanding product portfolio and proven execution, gives us great confidence in our ability to deliver sustained growth in the years ahead."

Camtek Secures $55M Order Supporting AI Applications

Camtek has received a multi-system order totaling $55M from a tier-1 OSAT supporting AI applications. In addition, Camtek received orders of over $50M, all for Hawk systems, from an HBM player for AI related applications. All these orders are expected to be delivered in 2027.

Camtek Shares Drop 17.6% to $171.00

Camtek is down -17.6%, or -$36.46 to $171.00.