Nova Q3 2026 net income rises 20% quarter-on-quarter to $89.96 million
NVMI•Nova reported third-quarter 2026 GAAP net income of $90 million, up 39% year over year, and record revenue of $287.8 million, up 28%. It forecast fourth-quarter revenue of $305 million–$315 million and diluted GAAP earnings of $2.78–$2.93 per share.
1. Quarterly results
Nova's third-quarter 2026 GAAP net income rose 39% year over year to a record $90 million. Revenue increased 28% to a record $287.8 million, while advanced packaging revenue also reached a record, driven by capacity expansions in HBM and advanced logic.
2. Fourth-quarter outlook
Nova forecast fourth-quarter 2026 revenue of $305 million–$315 million and diluted GAAP earnings of $2.78–$2.93 per share.
