Nova Reports Record Third Quarter 2026 Financial Results
Nova posted record Q3 2026 revenue of $287.8 million, up 13% sequentially and 28% year-over-year, with record GAAP net income of $90.0 million ($2.64 per diluted share, up 39% YoY). Record revenue in advanced packaging and memory was driven by HBM capacity expansion and demand for dimensional and materials metrology solutions, with strong logic-customer demand noted by CEO Gaby Waisman. Gross margin expanded to 57.7% from 56.7% a year ago, and operating cash flow more than doubled YoY to $138.1 million.
Key figures
- Eps
- 2.64
- Revenue
- 287841000
- Guidance
- Q4 2026: revenue $305M-$315M; GAAP diluted EPS $2.78-$2.93; non-GAAP diluted EPS $3.03-$3.18
- Revenue Yoy
- 28%
- Revenue qoq
- 13%
- Gross margin
- 57.7%
- Gaap net income
- 89960000
- Operating income
- 92833000
- Gaap net income yoy
- 39%
- Non gaap net income
- 98405000
- Non gaap eps diluted
- 2.86
- Operating cash flow q3
- 138082000
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.