Jun 2026 (Q2 FY26) — Aug 10, 2026
Camtek Q2 FY26 — Record Revenue and Strong AI-Driven Order Momentum
Read the full callCamtek earnings: last reported Mon, 10 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 67.5 | Quarterly, as filed | Quarter to Jun 2021 | Revenue from operations as filed. No quarter a year earlier is in the series, so no change is shown. | |
| Operating margin | 25.3 | Operating profit / revenue | Quarter to Jun 2021 | For the quarter; a change is in percentage points. No quarter a year earlier is in the series, so no change is shown. | |
| Net profit | 15.7 | Quarterly, as filed | Quarter to Jun 2021 | Profit after tax as filed. No quarter a year earlier is in the series, so no change is shown. |
Guidance
16 of 18 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Revenue | $129 million to $131 million | Mar 2026 | Second quarter revenues came in at a record level of $133.2 million, an 8% increase year-on-year and 10% compared with the first quarter of 2026. | Achieved |
| Operating Margin | around 30% | Mar 2026 | And with respect to the operating margin, we are looking into an operating margin of between 30% to 32% at the end of this year. | Revised Up |
| Advanced Packaging business growth (2H vs 1H) | approximately 45% | Jun 2026 | Our leading position in the Advanced Packaging market is expected to drive approximately 45% growth in our Advanced Packaging business in the second half of 20 compared with the first half. | New |
2 of CAMTEK LTD's 38 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 35 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $120.73 on 17 Oct 2025 → $128.94. High $207.46 (11 May 2026), low $94.4 (21 Nov 2025).
Overview
Guidance
16 of 18 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Revenue | $129 million to $131 million | Mar 2026 | Second quarter revenues came in at a record level of $133.2 million, an 8% increase year-on-year and 10% compared with the first quarter of 2026. | Achieved |
| Operating Margin | around 30% | Mar 2026 | And with respect to the operating margin, we are looking into an operating margin of between 30% to 32% at the end of this year. | Revised Up |
| Advanced Packaging business growth (2H vs 1H) | approximately 45% | Jun 2026 | Our leading position in the Advanced Packaging market is expected to drive approximately 45% growth in our Advanced Packaging business in the second half of 20 compared with the first half. | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 38 tracked commitments, with each call’s wording and source.
Call summaries
Camtek Q2 FY26 — Record Revenue and Strong AI-Driven Order Momentum
Read the full callCamtek Q1 FY26 — Strong Order Intake and AI-Driven Growth Outlook
Read the full callEvery analysed call
Financials
| Line item | Jun 2021 |
|---|---|
| Sales | 67 |
| Operating profit | 17 |
| Operating margin | 25.3% |
| Profit before tax | 17 |
| Tax rate | 9.1% |
| Net profit | 16 |
| EPS ($ per share) | 0.36 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 21 | 37 | 58 | 119 | 199 | 277 | 336 | 387 |
| Total liabilities | 40 | 34 | 61 | 290 | 293 | 312 | 343 | 643 |
| Fixed assets | 17 | 19 | 20 | 25 | 33 | 42 | 54 | 65 |
| Investments | — | — | — | — | 0 | 19 | 31 | 79 |
| Total assets | 142 | 170 | 288 | 584 | 677 | 788 | 892 | 1,260 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 17 | 25 | 26 | 61 | 58 | 79 | 122 | 142 |
| Cash from investing | -2 | -52 | -23 | -120 | -151 | -107 | -56 | -310 |
| Cash from financing | -3 | 10 | 65 | 195 | 0 | 0 | -60 | 219 |
| Net cash flow | 11 | -17 | 68 | 136 | -94 | -28 | 6 | 52 |
| Capital expenditure | -2 | -1 | -2 | -4 | -8 | -8 | -10 | -14 |
| Free cash flow | 15 | 23 | 23 | 57 | 50 | 71 | 112 | 127 |
19 filings between Jul 29, 2026 and Aug 17, 2026.
Purchases
None
No insider bought shares.
Sales
$5.10M
13 sales by 6 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Aviram Lior | — | $1.13M | Aug 12, 2026 |
| Langer Ram | — | $1.10M | Aug 13, 2026 |
| AMIT RAFI | — | $1.07M | Aug 13, 2026 |
| Andorn Karni Yarl | — | $928.2K | Aug 14, 2026 |
| Eisenberg Moshe | — | $713.0K | Aug 12, 2026 |
| Geva-Dvash Orit | — | $161.1K | Aug 17, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Geva-Dvash Orit Vice President, HR | Sale | 508 | $88.9K |
| Aug 14, 2026 | Andorn Karni Yarl Director | Option exercise | 3,176 | $71.9K |
| Aug 14, 2026 | Andorn Karni Yarl Director | Sale | 3,176 | $522.1K |
| Aug 13, 2026 | AMIT RAFI Chief Executive Officer | Sale | 6,250 | $1.07M |
| Aug 13, 2026 | Langer Ram Chief Operating Officer | Sale | 6,387 | $1.10M |
| Aug 13, 2026 | Andorn Karni Yarl Director | Option exercise | 880 | $55.9K |
| Aug 13, 2026 | Andorn Karni Yarl Director | Sale | 880 | $152.0K |
| Aug 13, 2026 | Andorn Karni Yarl Director | Sale | 1,476 | $254.1K |
| Aug 12, 2026 | Eisenberg Moshe Chief Financial Officer | Sale | 645 | $111.4K |
| Aug 12, 2026 | Aviram Lior Director | Sale | 1,666 | $287.8K |
| Aug 12, 2026 | Aviram Lior Director | Sale | 1,681 | $294.2K |
| Aug 12, 2026 | Geva-Dvash Orit Vice President, HR | Sale | 415 | $72.2K |
| Aug 11, 2026 | Eisenberg Moshe Chief Financial Officer | Sale | 3,759 | $601.7K |
| Aug 11, 2026 | Aviram Lior Director | Sale | 1,658 | $271.9K |
| Aug 11, 2026 | Aviram Lior Director | Sale | 1,689 | $273.6K |
| Jul 29, 2026 | Stav Orit Director | Award | 254 | $0 |
| Jul 29, 2026 | Ben Arie Mordechay Director | Award | 254 | $0 |
| Jul 29, 2026 | Andorn Karni Yarl Director | Award | 254 | $0 |
| Jul 29, 2026 | Shacham Yosef Director | Award | 254 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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