VECO VEECO INSTRUMENTS INC

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Manufacturer of advanced semiconductor process equipment for AI chips, 5G, photonics, data storage, and advanced packaging markets
• • New emphasis on Merger with Axcelis Technologies, Inc. announced Sept 2025, pending regulatory approval, expected to make Veeco a subsidiary
• • Strategic focus increased on next-gen nanosecond laser annealing tech targeting advanced logic and memory devices at future nodes
• • Backlog grew to $554.9M at Dec 31, 2025 from $409.6M prior year, indicating strong order book expansion
• • Workforce headcount at 1,265 with 162 new hires in 2025; voluntary turnover 7.6%, average tenure over 8 years reflecting strong retention

Risk Factors

• • Regulatory risk: U.S. Export Administration Regulations restrict sales to China with export licenses now presumed denied, impacting revenue and shipments to key customers
• • Geopolitical risk: Russia-Ukraine conflict threatens supply of critical neon and palladium, requiring longer purchase commitments for semiconductor raw materials
• • Operational risk: Quarterly results volatile due to dependence on a small number of high-priced system sales with last-minute order timing
• • Competitive risk: Chinese government-backed competitors growing due to substantial state investments and potential exclusion of U.S. firms from China market
• • Financial risk: Debt facilities include covenants potentially limiting ability to raise capital or repurchase Notes upon fundamental change

Management Discussion & Analysis

• • Revenue $664.3M, down 7% YoY from $717.3M; Semiconductor up 2% to $476.6M, Compound Semiconductor down 23%, Data Storage down 60%
• • Operating margin 5.4% in 2025 vs 9.3% in 2024; Gross margin 40% down from 42%; Operating income $35.7M vs $67.0M prior year
• • Best performing segment: Semiconductor $476.6M revenue, up 2%; Worst performing: Data Storage $39.2M, down 60%
• • Operating cash flow $69.5M up from $63.8M; Capex $16.2M down from $18.1M; Financing cash used $10.5M; no buybacks or dividends disclosed
• • Management expects 2026 growth from advanced node logic, memory, advanced packaging, and new platforms in Compound Semiconductor and Data Storage markets; risks include tariffs and market variability

What are the latest VECO SEC filings in 2026?

VEECO INSTRUMENTS INC (VECO) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did VECO file its most recent 10-K annual report?

VEECO INSTRUMENTS INC (VECO) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view VECO 10-Q quarterly reports?

VEECO INSTRUMENTS INC (VECO)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every VECO 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has VECO filed recently?

VEECO INSTRUMENTS INC (VECO)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find VECO insider trading activity (Form 4)?

SignalX aggregates every VECO Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does VECO file with the SEC?

VEECO INSTRUMENTS INC (VECO) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new VECO filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for VEECO INSTRUMENTS INC (VECO).

What is VECO's SEC CIK number?

VEECO INSTRUMENTS INC (VECO)'s SEC CIK (Central Index Key) number is 103145. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 103145 to look up all VECO filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find VECO return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from VEECO INSTRUMENTS INC (VECO) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.