NASDAQ$VECO

Veeco Instruments Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported solid third quarter results, led by record Semiconductor revenue.

Veeco Instruments Inc. announced financial results for the third quarter ended September 30, 2024. The company's revenue was $184.8 million, compared to $177.4 million in the same period last year. GAAP net income was $22.0 million, or $0.36 per diluted share, compared to $24.6 million, or $0.42 per diluted share in the same period last year. Non-GAAP net income was $28.3 million, or $0.46 per diluted share, compared to $31.0 million, or $0.53 per diluted share in the same period last year.

  • Revenue of $184.8 million, compared with $177.4 million in the same period last year
  • GAAP net income of $22.0 million, or $0.36 per diluted share, compared with $24.6 million, or $0.42 per diluted share in the same period last year
  • Non-GAAP net income of $28.3 million, or $0.46 per diluted share, compared with $31.0 million, or $0.53 per diluted share in the same period last year
  • Semiconductor business grew 26% year-over-year and 13% sequentially

Headline financials

Total Revenue

$185M

Previous: $177M+4.2%
EPS

$0.36

Previous: $0.53-32.1%
Gross Margin

42.9%

Previous: 43.3%-0.9%
Non-GAAP Gross Margin

43.8%

No prior period
Non-GAAP Operating Income

$31M

No prior period
Capital Expenditures

-$12.9M

Previous: -$17.2M+24.9%
Free Cash Flow

$9.02M

Previous: $7.34M+22.8%
Net Income

$22M

Previous: $24.6M-10.7%
Operating Income

$24.3M

Previous: $22.3M+9.3%
Gross Profit

$79.2M

Previous: $76.9M+3.0%
Cash & Equivalents

$163M

Previous: $156M+4.4%
Total Assets

$1.27B

Previous: $1.25B+2.1%
R&D Expense

$32.2M

Previous: $28.8M+11.8%
Stock-Based Comp

$9.46M

Previous: $7.42M+27.5%

Revenue & EPS history

Veeco · Revenue · Quarterly

$185M

Q3 2024+4.2%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Veeco’s fourth quarter 2024 guidance: Revenue is expected in the range of $165 million to $185 million, GAAP diluted earnings per share are expected in the range of $0.18 to $0.27, and Non-GAAP diluted earnings per share are expected in the range of $0.35 to $0.45.

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 Q3 2024

Historical avgQ3 2024

+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%

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