Nova reports record second quarter revenue of $255M, beating estimates and issuing strong Q3 guidance.

Nova reported record second quarter revenue of $255.0 million, up 16% year-over-year, and non-GAAP earnings per share of $2.51, which surpassed analyst expectations. The company's performance was fueled by strong demand for its metrology solutions in advanced logic and packaging, prompting management to issue a strong outlook for the third quarter.

Key Highlights

• Record quarterly revenue reached $255.0 million, an increase of 16% compared to the second quarter of 2025.
• Non-GAAP diluted earnings per share hit a record $2.51, up 14% year-over-year.
• Growth was driven by record sales for both Advanced Logic devices, tied to Gate-All-Around adoption, and Advanced Packaging solutions.
• Nova guided for third quarter revenue between $277 million and $287 million, well above the reported Q2 results.