Jun 2026 (Q2 FY26) — Aug 5, 2026
Veeco Q2 FY26 — Strong Performance Driven by AI Demand and Advanced Packaging Orders
Read the full callVeeco earnings: last reported Wed, 5 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 | 193 | +16.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.1 | −1.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 11.9 | +1.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $29.18 on 17 Oct 2025 → $43.65. High $83.04 (15 Jun 2026), low $26.39 (20 Nov 2025).
Overview
Call summaries
Veeco Q2 FY26 — Strong Performance Driven by AI Demand and Advanced Packaging Orders
Read the full callEvery analysed call
Financials
Net profit, year on year: +1% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 185 | 182 | 167 | 166 | 166 | 165 | 158 | 193 |
| Operating profit | 24 | 4 | 14 | 12 | 11 | -1 | -3 | 12 |
| Operating margin | 13.2% | 2.1% | 8.5% | 7.5% | 6.4% | −0.8% | −1.7% | 6.1% |
| Interest | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Profit before tax | 25 | 4 | 15 | 13 | 12 | -0 | -1 | 13 |
| Tax rate | 11.0% | −243.6% | 20.3% | 7.0% | 10.8% | 1285.1% | 78.2% | 9.0% |
| Net profit | 22 | 15 | 12 | 12 | 11 | 1 | -0 | 12 |
| EPS ($ per share) | 0.39 | — | 0.21 | 0.20 | 0.18 | — | -0.01 | 0.19 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -620 | -699 | -707 | -681 | -502 | -532 | -458 | -423 |
| Total liabilities | 463 | 444 | 490 | 461 | 550 | 557 | 481 | 440 |
| Fixed assets | 80 | 76 | 65 | 100 | 107 | 118 | 114 | 109 |
| Total assets | 901 | 818 | 898 | 899 | 1,128 | 1,229 | 1,252 | 1,326 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -38 | -7 | 43 | 68 | 108 | 62 | 64 | 69 |
| Cash from investing | -18 | -76 | -72 | 45 | -69 | -53 | -65 | -41 |
| Cash from financing | -11 | 0 | 29 | -122 | -5 | -5 | -13 | -10 |
| Net cash flow | -68 | -83 | 0 | -10 | 35 | 4 | -13 | 18 |
| Capital expenditure | -13 | -11 | -7 | -41 | -25 | -28 | -18 | -16 |
| Free cash flow | -50 | -18 | 36 | 27 | 84 | 34 | 46 | 53 |
84 filings between Dec 2, 2025 and Aug 17, 2026.
Purchases
None
No insider bought shares.
Sales
$37.58M
26 sales by 7 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Miller William John | — | $22.83M | Aug 17, 2026 |
| HUNTER GORDON | — | $4.90M | Jun 9, 2026 |
| Wilkerson Susan | — | $4.33M | Jun 11, 2026 |
| DAMORE RICHARD A | — | $2.65M | May 14, 2026 |
| KIERNAN JOHN P | — | $1.79M | Aug 10, 2026 |
| Devasahayam Adrian | — | $984.4K | Jun 9, 2026 |
| St Dennis Thomas | — | $86.7K | May 11, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Miller William John CEO | Sale 10b5-1 plan | 5,969 | $315.5K |
| Aug 17, 2026 | Miller William John CEO | Sale 10b5-1 plan | 70,697 | $3.85M |
| Aug 17, 2026 | Miller William John CEO | Sale 10b5-1 plan | 123,334 | $6.67M |
| Aug 13, 2026 | RAYMOND MARY JANE Director | Gift | 3,000 | $0 |
| Aug 10, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 800 | $42.8K |
| Aug 10, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 20,256 | $1.02M |
| Aug 10, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 10,236 | $525.0K |
| Aug 10, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 2,100 | $110.3K |
| Aug 10, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 1,608 | $87.3K |
| Jun 11, 2026 | Wilkerson Susan SVP, GLOBAL SALES & SERVICE | Sale | 15,506 | $1.08M |
| Jun 9, 2026 | Devasahayam Adrian SVP - PRODUCT LINE DEVELOPMENT | Sale | 10,000 | $650.0K |
| Jun 9, 2026 | HUNTER GORDON Director | Sale | 16,974 | $1.17M |
| Jun 4, 2026 | HUNTER GORDON Director | Sale | 6,752 | $430.6K |
| Jun 2, 2026 | Miller William John CEO | Sale 10b5-1 plan | 50,000 | $2.93M |
| May 26, 2026 | HUNTER GORDON Director | Sale | 17,714 | $1.09M |
| May 26, 2026 | Devasahayam Adrian SVP - PRODUCT LINE DEVELOPMENT | Sale | 5,407 | $334.4K |
| May 26, 2026 | Wilkerson Susan SVP, GLOBAL SALES & SERVICE | Sale | 35,723 | $2.20M |
| May 14, 2026 | DAMORE RICHARD A Director | Sale | 43,701 | $2.65M |
| May 12, 2026 | HUNTER GORDON Director | Sale | 29,532 | $1.75M |
| May 11, 2026 | St Dennis Thomas Director | Sale | 1,400 | $86.7K |
| May 8, 2026 | St Dennis Thomas Director | Award | 2,945 | $0 |
| May 8, 2026 | Nicolaides Lena Director | Award | 2,945 | $0 |
| May 8, 2026 | RAYMOND MARY JANE Director | Gift | 1,000 | $0 |
| May 8, 2026 | BAYLESS KATHLEEN A Director | Award | 2,945 | $0 |
| May 8, 2026 | JACKSON KEITH D Director | Award | 2,945 | $0 |
| May 8, 2026 | HUNTER GORDON Director | Award | 2,945 | $0 |
| May 8, 2026 | DAMORE RICHARD A Director | Award | 2,945 | $0 |
| May 8, 2026 | RAYMOND MARY JANE Director | Award | 2,945 | $0 |
| May 8, 2026 | HUNTER GORDON Director | Sale | 7,746 | $455.2K |
| May 8, 2026 | Chand Sujeet Director | Award | 2,945 | $0 |
| May 7, 2026 | Miller William John CEO | Sale | 100,000 | $5.96M |
| Mar 20, 2026 | Wilkerson Susan SVP, GLOBAL SALES & SERVICE | Tax withheld | 6,996 | $216.9K |
| Mar 20, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Tax withheld | 15,049 | $466.5K |
| Mar 20, 2026 | Devasahayam Adrian SVP - PRODUCT LINE DEVELOPMENT | Award | 373 | $9.7K |
| Mar 20, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Option exercise | 30,274 | $0 |
| Mar 20, 2026 | Devasahayam Adrian SVP - PRODUCT LINE DEVELOPMENT | Tax withheld | 10,144 | $314.5K |
| Mar 20, 2026 | Devasahayam Adrian SVP - PRODUCT LINE DEVELOPMENT | Option exercise | 26,910 | $0 |
| Mar 20, 2026 | Wilkerson Susan SVP, GLOBAL SALES & SERVICE | Award | 549 | $14.3K |
| Mar 20, 2026 | Wilkerson Susan SVP, GLOBAL SALES & SERVICE | Option exercise | 26,910 | $0 |
| Mar 20, 2026 | Porshnev Peter Chief Technology Officer | Award | 593 | $15.4K |
| Mar 20, 2026 | Porshnev Peter Chief Technology Officer | Tax withheld | 11,397 | $353.3K |
| Mar 20, 2026 | Porshnev Peter Chief Technology Officer | Option exercise | 26,910 | $0 |
| Mar 20, 2026 | Miller William John CEO | Tax withheld | 61,053 | $1.89M |
| Mar 20, 2026 | Miller William John CEO | Option exercise | 140,157 | $0 |
| Mar 16, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Tax withheld | 2,289 | $70.8K |
| Mar 16, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Option exercise | 4,666 | $0 |
| Mar 16, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Tax withheld | 1,999 | $61.9K |
| Mar 16, 2026 | KIERNAN JOHN P SVP & CHIEF FINANCIAL OFFICER | Option exercise | 4,083 | $0 |
| Mar 16, 2026 | Miller William John CEO | Option exercise | 15,167 | $0 |
| Mar 16, 2026 | Miller William John CEO | Tax withheld | 6,607 | $204.5K |
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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