Nova Measuring Instruments Ltd. Earnings Recaps
Q3 2025
Nov 7, 2025
Nova reported record quarterly revenue of $224.6 million in Q3 2025, achieving 25% year-over-year growth driven by strong demand across advanced nodes and packaging solutions.
Key takeaways
- Record sales in memory driven by strong demand for advanced DRAM and high-bandwidth memory solutions.
- Advanced logic revenue surged with major orders for the ELIPSON materials metrology platform validated for high-volume production.
- Significant expansion in advanced packaging solutions, highlighted by the successful launch and adoption of the Nova WMC platform.
- New production facility in Mannheim, Germany, opened to triple capacity for advanced packaging optical metrology solutions.
- 2025 guidance indicates continued growth trajectory, expected to reach approximately 30% year-over-year at the midpoint.