Nova三季度营收2.878亿美元增28%创纪录：净利润9000万美元、每股收益2.64美元，四季度营收指引3.05亿至3.15亿美元
半导体量测设备公司 Nova（纳斯达克与特拉维夫证券交易所代码 NVMI）11 月 5 日发布截至 2026 年 9 月 30 日的第三季度业绩：当季营收 2.878 亿美元，环比增长 13%、同比增长 28%，创季度纪录；通用会计准则净利润 9,000 万美元、摊薄每股收益 2.64 美元，环比增 20%、同比增 39%；非通用会计准则净利润 9,840 万美元、摊薄每股收益 2.86 美元，环比增 14%、同比增 32%，三项均为纪录。
明细方面，当季毛利率 57.7%，二季度为 56.5%、去年同期为 56.7%；营业费用 7,330 万美元。产品结构上，业绩稿称先进封装解决方案营收创纪录，由高带宽内存（HBM）与先进逻辑的产能扩张推动；存储器件营收同样创纪录，由尺寸与材料量测解决方案的需求推动。总裁兼首席执行官 Gaby Waisman 在业绩稿中表示，公司三季度取得创纪录的营收与盈利，在存储与先进封装领域扩大了地位，逻辑客户需求同样强劲，这既反映当前投资周期的强度，也反映公司方案在关键应用中的采用在扩大。
四季度指引方面，公司预计营收 3.05 亿至 3.15 亿美元、通用会计准则摊薄每股收益 2.78 至 2.93 美元、非通用会计准则摊薄每股收益 3.03 至 3.18 美元。Nova 于 11 月 5 日美东时间上午 8 时 30 分举行电话会说明业绩。公司自我定位为半导体制造先进制程控制领域材料、光学与化学量测方案的提供商，在全球设有办公室。
Nova Third-Quarter Revenue Rises 28% to a Record $287.8 Million: Net Income of $90.0 Million and EPS of $2.64, Fourth-Quarter Revenue Guidance of $305–$315 Million
Nova (NASDAQ and TASE: NVMI), a provider of metrology solutions for semiconductor manufacturing, on November 5 reported results for the quarter ended September 30, 2026: record quarterly revenue of $287.8 million, up 13% sequentially and 28% year over year; record GAAP net income of $90.0 million, or $2.64 per diluted share, up 20% sequentially and 39% year over year; and record non-GAAP net income of $98.4 million, or $2.86 per diluted share, up 14% sequentially and 32% year over year.
Gross margin was 57.7%, compared with 56.5% in the second quarter of 2026 and 56.7% a year earlier, and operating expenses were $73.3 million. The release said revenue from Advanced Packaging solutions was a record, driven by capacity expansions in HBM and advanced logic, and that revenue from memory devices was also a record, driven by demand for dimensional and materials metrology solutions. President and chief executive Gaby Waisman said the company delivered an exceptional third quarter, achieving record revenue and profitability while broadening its position across the semiconductor industry's most important growth areas, with record revenue in memory and advanced packaging together with strong demand from logic customers.
For the fourth quarter of 2026, Nova expects revenue of $305 million to $315 million, GAAP diluted EPS of $2.78 to $2.93, and non-GAAP diluted EPS of $3.03 to $3.18. Nova hosted its earnings call on November 5 at 8:30 a.m. Eastern Time. The company describes itself as a leading innovator and key provider of material, optical and chemical metrology solutions for advanced process control in semiconductor manufacturing, with offices worldwide.
来源：Nova
发布：GSM·美国（发布链接）
图片来源：图：洁净室内的晶圆加工。ResearchFrontier 摄，CC BY 4.0，经 Wikimedia Commons。 / Photo: Wafer processing in a cleanroom. Photo by ResearchFrontier, CC BY 4.0, via Wikimedia Commons.
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