Nova Third-Quarter Revenue Rises 28% to a Record $287.8 Million: Net Income of $90.0 Million and EPS of $2.64, Fourth-Quarter Revenue Guidance of $305–$315 Million
Nova (NASDAQ and TASE: NVMI), a provider of metrology solutions for semiconductor manufacturing, on November 5 reported results for the quarter ended September 30, 2026: record quarterly revenue of $287.8 million, up 13% sequentially and 28% year over year; record GAAP net income of $90.0 million, or $2.64 per diluted share, up 20% sequentially and 39% year over year; and record non-GAAP net income of $98.4 million, or $2.86 per diluted share, up 14% sequentially and 32% year over year.
Gross margin was 57.7%, compared with 56.5% in the second quarter of 2026 and 56.7% a year earlier, and operating expenses were $73.3 million. The release said revenue from Advanced Packaging solutions was a record, driven by capacity expansions in HBM and advanced logic, and that revenue from memory devices was also a record, driven by demand for dimensional and materials metrology solutions. President and chief executive Gaby Waisman said the company delivered an exceptional third quarter, achieving record revenue and profitability while broadening its position across the semiconductor industry's most important growth areas, with record revenue in memory and advanced packaging together with strong demand from logic customers.
For the fourth quarter of 2026, Nova expects revenue of $305 million to $315 million, GAAP diluted EPS of $2.78 to $2.93, and non-GAAP diluted EPS of $3.03 to $3.18. Nova hosted its earnings call on November 5 at 8:30 a.m. Eastern Time. The company describes itself as a leading innovator and key provider of material, optical and chemical metrology solutions for advanced process control in semiconductor manufacturing, with offices worldwide.
Source: Nova
Published by GSM · USA (original Chinese edition)
Photo: 图：洁净室内的晶圆加工。ResearchFrontier 摄，CC BY 4.0，经 Wikimedia Commons。 / Photo: Wafer processing in a cleanroom. Photo by ResearchFrontier, CC BY 4.0, via Wikimedia Commons.
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