• Reported GAAP EPS of $0.68 down -9.33% YoY • Reported revenue of $121.66M up 2.55% YoY • Camtek anticipates Q2 2026 revenues between $129M and $131M, with revenues expected to grow over 25% in the second half of 2026 versus the first half.
Bullish
Camtek is experiencing unprecedented incoming orders, driving confidence for over 25% revenue growth in 2H 2026, while continued investment in AI-based innovation strengthens its competitive edge.
Bearish
Camtek's Q1 GAAP operating income decreased 17% and net income decreased 8% year-over-year, while geopolitical risks in the Middle East pose ongoing supply chain disruption threats.