Pulling SEC filings + quote and writing the call…

CAMTEK LTD
Next earnings Aug 3, 2026 · consensus $0.77 EPS, $133M rev
Fast-growing chip-inspection equipment maker riding AI/advanced-packaging demand, but priced for perfection at 18x sales.
Middling fundamentals and a rich price (~94% above fair value) leave little margin of safety — a wait-and-see.
Sources: SEC EDGAR (CIK 0001109138, latest 6-K filed 2026-06-24) · EODHD · analysis by claude-code · as of 6/21/2026, 8:51:14 PM.
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Camtek is a semiconductor metrology and inspection equipment supplier benefiting directly from the advanced-packaging and AI-chip build-out. The operating fundamentals are excellent: FY2025 revenue grew 15.6% to $496M, gross margin held at a robust 50.5%, and operating income grew 18.6% to $128M (a 25.8% operating margin). The multi-year trajectory is strong — revenue has nearly doubled from $270M (FY2021) — driven by demand for inspection tools used in high-bandwidth-memory and advanced packaging for AI accelerators. Operating cash flow grew 16.1% to $142M on minimal capex ($14.4M), and the balance sheet remains solid with $178M cash, current assets ($897M) dwarfing current liabilities ($107M).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $270M | $321M | $315M | $429M | $496M |
| Gross profit | $137M | $160M | $148M | $210M | $250M |
| Operating income | $70.9M | $81.5M | $65.4M | $108M | $128M |
| Net income | $60.3M | $79.9M | $78.6M | $119M | $50.7M |
| Diluted EPS | $1.34 | $1.68 | $1.63 | $2.42 | $1.04 |
| Net margin | 22.4% | 24.9% | 24.9% | 27.6% | 10.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1047 tracked peers · median