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Veeco Instruments (VECO) guidance and outlook
Veeco Instruments (VECO) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $230M–$260M for Q4 2026; EPS $0.34–$0.53 for Q4 2026; EPS $0.50–$0.70 for Q4 2026; Revenue $790M–$820M for FY2026. Veeco Instruments' 10-Q filed Nov 4, 2026 makes 12 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $230M–$260M | new |
| EPS | Q4 2026 | $0.34–$0.53 | new |
| EPS | Q4 2026 | $0.50–$0.70 | new |
| Revenue | FY2026 | $790M–$820M | raised |
| EPS | FY2026 | $0.72–$0.92 | lowered |
| EPS | FY2026 | $1.32–$1.52 | lowered |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- Management’s Discussion and Analysis of Financial Condition and Results of Operations (MD&A) is intended to facilitate an understanding of our business and results of operations.
- market is forecasted to keep pace with long-term growth of the Semiconductor industry, which we believe should benefit semiconductor capital equipment providers, including Veeco.
- To support anticipated customer requirements, we are expanding our manufacturing capacity, including through contract manufacturing partners.
- Continued customer engagement and demand for solutions that enable increasingly complex advanced packaging architectures support our confidence in the long-term outlook for the business.
- We anticipate growth in the semiconductor market in leading-edge driven by AI investments.
- We expect our compound semiconductor market to grow as AI, power efficiency and advanced connectivity continue to reshape the industry.
- We expect full-year 2026 revenue in this market to approximately double compared to 2025 and have order visibility extending into 2027.
- We expect there will continue to be year-to-year variations in our future sales distribution across markets and geographies.
- Approximately $15.0 million of undistributed earnings will be subject to foreign withholding taxes if distributed back to the United States and we have accrued $1.5 million for foreign withholding taxes for the undistributed earnings.
- The Company has no immediate plans to draw down on the facility.
- Interest under the facility is variable based on the Company’s secured net leverage ratio and is expected to bear interest based on SOFR plus a range of 125 to 200 basis points, if drawn.
- We expect to fund these contractual arrangements with cash generated from operations in the normal course of business.
Veeco Instruments' latest quarter
Veeco Instruments, Q3 2026: revenue $209M (+26% year over year), operating margin 6.7%, net earnings $13.6M, operating cash flow $57.9M. The chart follows the revenue to costs, profit and cash.
Questions
Did Veeco Instruments raise or lower its guidance?
Veeco Instruments (VECO) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $230M–$260M for Q4 2026; EPS $0.34–$0.53 for Q4 2026; EPS $0.50–$0.70 for Q4 2026; Revenue $790M–$820M for FY2026.
What does Veeco Instruments expect?
Management’s Discussion and Analysis of Financial Condition and Results of Operations (MD&A) is intended to facilitate an understanding of our business and results of operations. market is forecasted to keep pace with long-term growth of the Semiconductor industry, which we believe should benefit semiconductor capital equipment providers, including Veeco. To support anticipated customer requirements, we are expanding our manufacturing capacity, including through contract manufacturing partners.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.