CAMT
Camtek Ltd.111.31
+1.96+1.79%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details H2 AI ramp, share gains
Q&A reinforced Camtek's double-digit 2026 growth call, pinning the H2 ramp on AI/HPC demand across IDMs, foundries, and OSATs chasing CoWoS-like tech—50% of business. Hawk targets high-end HBM4/hybrid bonding; Eagle G5 flexes for OSAT/memory, eyeing 50%+ mix versus 30% last year. No share lost to rivals; new R&D capabilities to expand steps. Margins improve H2 on ASPs, BOM tweaks. Capacity tops $700M, Europe expansion late 2026. China stable. High confidence extends to 2027 visibility. Watch H2 execution.
Key Stats
Market Cap
5.09BP/E (TTM)
110.21Basic EPS (TTM)
1.01Dividend Yield
0%IPO
Website
Employees
Sector
Industry
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