Camtek, which makes chip inspection and metrology systems in Migdal HaEmek, yesterday published full third-quarter 2026 results: record revenue of $161.3 million, up 28% from $126 million a year earlier. In mid-October it had pre-announced $160–161 million; the final number came in slightly above.
GAAP net income was $42.8 million, or $0.84 per share. Excluding one-time items and stock compensation, net income was $50.3 million, or $0.99 per share.
Management reiterated fourth-quarter guidance of about $180 million and its initial 2027 outlook of more than $800 million, growth of over 35% on 2026. The company says it has received more than $800 million in orders since the start of the year, with growth expected mainly from its Hawk and Eagle G5 systems used to inspect AI chips and HBM memory.
Published estimates put Camtek's full-year 2026 revenue at about $595 million. Nova of Rehovot also posted a record today, so within one week Israel's two biggest chip-equipment makers have shown demand is not slowing.
