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Nova
Nova (NVMI) investor relations material
Nova Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved record annual revenue of $880.6 million in 2025, up 31% year-over-year, with record GAAP and non-GAAP profitability and EPS growth of 29% year-over-year.
Fourth quarter 2025 revenue reached $222.6 million, up 14% year-over-year, exceeding guidance midpoint, driven by strong customer demand and portfolio depth.
Expanded production capacity in Asia and launched a new ERP system to enhance efficiency and support growth.
Strategic wins include a major logic customer adopting the full CMP product suite and record service revenues, with multiple service excellence awards in Asia.
Significant market share gains and record sales in Optical, Materials, and Chemical Metrology portfolios, driven by demand for AI and advanced semiconductor processes.
Financial highlights
Q4 2025 revenues were $222.6 million, with 75% from logic/foundry and 25% from memory.
Q4 GAAP gross margin was 57.6%, non-GAAP 59.6%; annual GAAP gross margin was 57.4%, non-GAAP 59%.
Q4 GAAP operating margin was 27%, non-GAAP 32%; annual GAAP operating margin was 29%, non-GAAP 33%.
Q4 GAAP EPS was $1.94, non-GAAP $2.14; annual GAAP EPS was $7.96, non-GAAP $8.62.
Ended 2025 with over $1.6 billion in cash and equivalents; generated $218 million in free cash flow.
Outlook and guidance
Q1 2026 revenue expected between $222 million and $232 million.
Q1 2026 GAAP EPS guidance: $1.90–$2.02; non-GAAP EPS: $2.13–$2.25.
Q1 2026 gross margin guidance: ~56% GAAP, ~58% non-GAAP; operating expenses expected to decrease.
Company targets earnings of ~$10 per share and revenue exceeding $1B.
Anticipates WFE market growth in low double digits for 2026, with company outperformance and acceleration in the second half.
Detail 2025 market share gains in metrology portfolio
Impact of GAA logic customer win on future revenue
Purpose of convertible notes given cash position
How will Nova outperform 2026 WFE outlook?
Impact of gate-all-around adoption on Nova's growth?
Scaling operations to meet 2026 growth demands
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Next Nova earnings date
Q1 20267 May, 2026
Nova
Next Nova earnings date
Q1 20267 May, 2026
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Frequently asked questions
Nova Ltd (NVMI), formerly known as Nova Measuring Instruments Ltd, specializes in metrology solutions for the semiconductor manufacturing industry. The company focuses on the design, development, production, and sale of process control systems essential for the manufacture of semiconductors. Nova Ltd's product offerings encompass a broad range of metrology platforms, including dimensional, films, materials, and chemical metrology measurements. These are integral for process control across various semiconductor manufacturing process steps, such as lithography, etch, chemical mechanical planarization (CMP), deposition, electrochemical plating, and advanced packaging. It is headquartered in Rehovot, Israel, and its shares are listed on the NASDAQ.
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