10-Q quarterly report · filed Aug 5, 2026

VEECO INSTRUMENTS INC (VECO) Q2 2026 10-Q Quarterly Report

Short answer

VEECO INSTRUMENTS INC (VECO) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $193M (up 16.5% year over year) with net income of $12M.

Q2 2026 key financials · XBRL

Revenue
$193M
+16.5% YoY · +22.2% QoQ
Net income
$12M
+1.1% YoY · +3759.6% QoQ
Operating margin
6.1%
Gross margin
38.7%
EPS (diluted)
$0.19
−5.0% YoY · +2000.0% QoQ

Source: XBRL data from the VEECO INSTRUMENTS INC (VECO) Q2 2026 10-Q on SEC EDGAR. USD.

VEECO INSTRUMENTS INC Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Q2 revenue $193.5M, up 16% YoY from $166.1M
  • Operating margin 6% vs 7% YoY; gross margin 39% vs 41%
  • Best market Data Storage revenue $22.2M, up 80%; Semiconductor $130.7M, up 5%
  • Cash, restricted cash and investments $429.4M vs $390.2M at December 31, 2025
  • Operating cash flow $59.4M vs $29.0M; capital expenditures $8.8M vs $10.4M YoY
  • Outlook: semiconductor growth led by AI; tariff and trade dynamics remain headwinds

Risk Factors

  • No risk-factors section provided; submitted text covers Items 2–6 and executive trading arrangements
  • CFO Rule 10b5-1 plan covering 35,000 shares from August 10, 2026 to August 6, 2027
  • CEO Rule 10b5-1 plan covering 200,000 shares from August 17, 2026 to December 31, 2026
  • Senior Vice President Rule 10b5-1 plan covering 20,000 shares from September 1, 2026 to June 2, 2027

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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