NOVA LTD. (NVMI) Form 6-K — Nov 5, 2026
Nova Ltd. (Nasdaq: NVMI) reported record third quarter 2026 revenue of $287.8 million, up 13% quarter-over-quarter and 28% year-over-year, with record GAAP net income of $90.0 million ($2.64 diluted EPS) and non-GAAP net income of $98.4 million ($2.86 diluted EPS). Growth was driven by record revenue from Advanced Packaging solutions (HBM and advanced logic capacity expansions) and record memory device revenue on demand for dimensional and materials metrology, with GAAP gross margin expanding to 57.7% from 56.5% in Q2. Management guided Q4 2026 to $305-315 million in revenue and $3.03-$3.18 non-GAAP diluted EPS, implying continued sequential growth.
Key figures
- Eps
- 2.64
- Revenue
- 287841000
- Guidance
- Q4 2026: revenue $305-315M, GAAP diluted EPS $2.78-$2.93, non-GAAP diluted EPS $3.03-$3.18
- Net Income
- 89960000
- Total Debt
- $734.6M convertible senior notes, net
- Revenue Yoy
- 28%
- Total Assets
- 2576127000
- Cash Position
- $188.2M cash and equivalents (plus $395.9M short-term deposits and $493.3M current marketable securities)
- Gross margin gaap
- 57.7%
- Revenue qoq growth
- 13%
- Non gaap net income
- 98405000
- Non gaap diluted eps
- 2.86
- Net income yoy growth
- 39%
- Nine month revenue 2026
- 778107000
- Gaap operating income q3 2026
- 92833000
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.