Every material Form 8-K Veeco Instruments filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Veeco reported third-quarter 2026 revenue of $209.4 million, up from $165.9 million a year earlier, and GAAP net income of $13.6 million, or $0.21 per diluted share, up from $0.17. Non-GAAP diluted earnings per share were flat at $0.36, and the company revised its full-year 2026 guidance, which now projects revenue of $790 million to $820 million.
Q3 2026 revenue was $209.4 million, compared with $165.9 million in Q3 2025.
GAAP diluted EPS was $0.21 versus $0.17; non-GAAP diluted EPS was $0.36, unchanged from a year earlier.
Q4 2026 revenue is expected at $230 million to $260 million, with non-GAAP diluted EPS of $0.50 to $0.70.
Full-year 2026 revenue is now expected at $790 million to $820 million, with non-GAAP diluted EPS of $1.32 to $1.52.
Veeco and Axcelis said the previously announced all-stock merger is now expected to close by the end of the first quarter of 2027, subject to satisfying or waiving all closing conditions, and that there can be no assurance the closing will occur on this timeline. Closing still depends on pending regulatory approval from China's State Administration for Market Regulation and a new Hart-Scott-Rodino Act submission, because current clearance is set to expire. Each Veeco share will convert into 0.3575 Axcelis shares at closing.
Expected closing: by the end of the first quarter of 2027, subject to all closing conditions
Pending approval from China's State Administration for Market Regulation (SAMR); parties continue to work with SAMR
Current HSR Act clearance is pending expiry; parties plan to promptly make a new HSR submission
Exchange terms: each Veeco common share converts into 0.3575 Axcelis shares at closing
Veeco reported second quarter 2026 revenue of $193.5 million, up from $166.1 million a year earlier, but GAAP diluted earnings per share fell to $0.18 from $0.20 and non-GAAP diluted EPS fell to $0.33 from $0.36. The company gave third quarter revenue guidance of $200 million to $220 million and revised its full-year 2026 guidance to $780 million to $810 million in revenue, with the filing noting a pending merger with Axcelis.
Q2 2026 revenue was $193.5 million versus $166.1 million in Q2 2025; GAAP net income was $11.9 million versus $11.7 million.
Non-GAAP diluted EPS was $0.33 versus $0.36 a year earlier; merger costs were $1.5 million in the quarter.
Q3 2026 guidance: revenue of $200 million to $220 million and GAAP diluted EPS of $0.20 to $0.34.
Revised FY 2026 guidance: revenue of $780 million to $810 million and GAAP diluted EPS of $0.78 to $1.02; the filing does not state the prior full-year figures.
Veeco reported first-quarter 2026 revenue of $158.3 million, down from $167.3 million a year earlier, and a GAAP net loss of $0.3 million, or $0.01 per diluted share, compared with net income of $11.9 million, or $0.20 per share, in the prior-year quarter. Non-GAAP net income fell to $8.9 million, or $0.14 per share, from $22.2 million, or $0.37. The company guided second-quarter 2026 revenue to $170 million to $190 million and left its full-year 2026 guidance unchanged, while the filing notes a pending merger with Axcelis.
Q1 2026 revenue of $158.3 million vs. $167.3 million in Q1 2025
GAAP net loss of $0.3 million, or $(0.01) per diluted share, vs. net income of $11.9 million, or $0.20, a year earlier
Q2 2026 guidance: revenue $170 million to $190 million; non-GAAP diluted EPS $0.20 to $0.32
FY 2026 guidance unchanged: revenue $740 million to $800 million; non-GAAP diluted EPS $1.50 to $1.85
Veeco reported fourth-quarter 2025 revenue of $165.0 million, down from $182.1 million a year earlier, and GAAP net income of $1.1 million, or $0.02 per diluted share, versus $15.0 million, or $0.26, in the prior-year quarter. For fiscal 2026 it guided to revenue of $740 million to $800 million and GAAP diluted EPS of $0.83 to $1.17, while the pending merger with Axcelis continues.
Q4 2025 non-GAAP EPS was $0.24, versus $0.41 in Q4 2024; Q4 2025 merger costs were $6.3 million
Full-year 2025 revenue was $664.3 million, versus $717.3 million in 2024; GAAP diluted EPS was $0.59, versus $1.23
Q1 2026 guidance: revenue of $150 million to $170 million and GAAP diluted EPS of ($0.03) to $0.07
The company cited a planned merger with Axcelis as part of its growth outlook
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Veeco Instruments filing is on SEC EDGAR ↗. 8-K briefs of other companies →