NASDAQ$VECO

Veeco Instruments Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported solid first-quarter results, exceeding the high end of the guidance range, driven by the semiconductor business.

Veeco Instruments Inc. reported financial results for the first quarter ended March 31, 2023. The company's revenue was $153.5 million, and the GAAP net income was $8.7 million, or $0.17 per diluted share. The non-GAAP net income was $16.9 million, or $0.30 per diluted share.

  • Revenues of $153.5 million, compared with $156.4 million in the same period last year
  • GAAP net income of $8.7 million, or $0.17 per diluted share, compared with $13.3 million, or $0.24 per diluted share in the same period last year
  • Non-GAAP net income of $16.9 million, or $0.30 per diluted share, compared with $21.7 million, or $0.38 per diluted share in the same period last year
  • Laser annealing business is gaining momentum, as demonstrated by recent orders for additional annealing steps at leading logic customers.

Headline financials

Total Revenue

$154M

Previous: $156M-1.9%
EPS (adj)

$0.30

Previous: $0.38-21.1%
Capital Expenditures

-$6.95M

Previous: -$10.9M+36.4%
Free Cash Flow

$1.8M

Previous: $2.41M-25.6%
Net Income

$8.74M

Previous: $13.3M-34.4%
Operating Income

$9.81M

Previous: $16.5M-40.6%
Gross Profit

$62M

Previous: $66M-6.1%
Cash & Equivalents

$141M

Previous: $128M+10.3%
Total Assets

$1.17B

Previous: $920M+26.8%
Stock-Based Comp

$7.03M

Previous: $4.48M+56.8%

Revenue & EPS history

Veeco · Revenue · Quarterly

$154M

Q1 2023-1.9%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Veeco provided guidance for the second quarter of 2023, with revenue expected in the range of $145 million to $165 million. GAAP diluted earnings (loss) per share are expected in the range of $0.11 to $0.21, and non-GAAP diluted earnings per share are expected in the range of $0.26 to $0.34.

Tailwinds

  • Revenue is expected in the range of $145 million to $165 million

Headwinds

  • GAAP diluted earnings (loss) per share are expected in the range of $0.11 to $0.21
  • Non-GAAP diluted earnings per share are expected in the range of $0.26 to $0.34

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.9%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+2.3%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+26.4%

Q1 2020

Best reaction

-26.6%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.7%+16.7%+25.0%
Q4 2025+7.7%+14.1%+23.9%
Q3 2025-1.0%+3.8%+8.8%
Q1 2025+5.5%+12.2%+8.9%
Q4 2024+2.6%+5.6%-9.2%
Q3 2024-0.2%-3.5%-4.6%
Q2 2024-5.9%+4.2%-10.3%
Q1 2024+4.8%+1.4%+15.7%
Q4 2023+3.8%+3.8%-1.3%
Q3 2023+6.6%+9.7%+9.7%
Q2 2023+6.7%+6.2%+2.3%
Q1 2023+9.2%+11.9%+36.9%
Q4 2022+6.1%+6.1%+2.0%
Q3 2022+1.8%+9.6%+4.8%
Q2 2022-5.3%+4.8%-10.4%
Q1 2022-16.0%-6.7%-7.7%
Q4 2021-5.1%-6.0%+1.5%
Q3 2021+10.2%+9.6%+5.1%
Q2 2021-2.7%+0.3%+0.3%
Q1 2021-2.9%-0.4%+4.4%
Q4 2020+8.2%+7.2%+9.4%
Q3 2020-0.2%-0.7%+29.0%
Q2 2020+4.0%+1.2%-6.6%
Q1 2020+26.4%+15.7%+30.8%
Q4 2019+14.2%+2.1%-35.7%
Q3 2019+17.4%+8.5%-5.7%
Q2 2019+4.2%-6.1%-22.0%
Q1 2019+12.0%+8.9%-9.5%
Q4 2018+3.6%+7.0%-0.1%
Q3 2018-7.5%-4.6%-7.9%
Q2 2018-21.4%-20.7%-18.6%
Q1 2018-2.1%-5.3%+1.2%
Q4 2017+13.9%+25.2%+24.2%
Q3 2017-6.6%-7.7%-9.7%
Q2 2017-26.6%-27.7%-34.8%
Q1 2017-1.6%-3.0%-7.9%
Q4 2016+3.0%+5.6%+10.7%
Q3 2016+4.4%+11.5%+19.8%
Q2 2016+10.8%+18.3%+17.3%
Q1 2016-5.5%
Q4 2015-11.9%
Q3 2015-11.1%
Q2 2015-7.3%
Q1 2015+5.4%
Q4 2014+2.9%
Q3 2014+8.5%
Q2 2014-2.2%
Q1 2014-5.9%
Q4 2013-2.2%
Q3 2013-1.4%
Q2 2013+8.7%
Q1 2013+15.4%
Q4 2012-4.8%
Q3 2012+4.8%
Q2 2012+12.2%
Q1 2012+2.6%
Q4 2009+1.7%
Q4 2011+1.7%
Q3 2011-10.2%
Q3 2010-10.2%
Q2 2010-9.1%
Q2 2011-9.1%
Q1 2010+2.4%
Q4 2010+2.4%
Q1 2011+2.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro