Veeco Instruments Inc.

NasdaqGS:VECO 주식 리포트

시가총액: US$3.3b

Veeco Instruments 과거 순이익 실적

과거 기준 점검 1/6

Veeco Instruments은 연평균 7.2%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 수입이 1.3% 증가했습니다. 매출은 연평균 5.1%의 비율로 증가했습니다. Veeco Instruments의 자기자본이익률은 2.6%이고 순이익률은 3.5%입니다.

핵심 정보

7.16%

순이익 성장률

4.05%

주당순이익(EPS) 성장률

Semiconductor 산업 성장률27.66%
매출 성장률5.06%
자기자본이익률2.62%
순이익률3.53%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 02

VECO: Refreshed Earnings Model Will Likely Expose Downside Risk To Shares

Analysts lifted their price target on Veeco Instruments to $40 from $36, reflecting updated post earnings models that incorporate refreshed assumptions on growth, margins and valuation multiples. Analyst Commentary Street research around Veeco Instruments has leaned constructive, with fresh models following the latest earnings update feeding into higher valuation assumptions and a lifted price target to $40.
새로운 내러티브 Apr 19

Veeco Instruments Could Reach $50–$66 Over the Next Five Years

Veeco Instruments has a credible path to $50–$66 over the next five years because it is a key supplier of advanced equipment used in semiconductor, compound‑semiconductor, and advanced packaging manufacturing. Its systems are critical for patterning and thin‑film processes that support AI, 5G, and next‑generation chips, giving the company structural exposure to long‑term capacity and technology upgrades.
내러티브 업데이트 Apr 17

VECO: AI Datacom Demand Will Face Execution Risk Against Optimistic Outlook

Analysts have raised their price target on Veeco Instruments to $40 from $36, reflecting updated post-earnings models that incorporate modest tweaks to the discount rate, long-term growth and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the new US$40 target as better aligned with updated earnings assumptions after the latest report, suggesting the prior US$36 figure was conservative relative to their refreshed model.
내러티브 업데이트 Apr 02

VECO: Higher Earnings Hopes Will Likely Leave Shares Exposed To Future Misses

Analysts have lifted the fair value estimate for Veeco Instruments to $30 from $21, citing refreshed earnings models and higher Street price targets, such as Citi's move to $40 following the latest results. Analyst Commentary While some research houses have lifted price targets on Veeco Instruments following recent results, not every piece of feedback points in the same direction.
내러티브 업데이트 Mar 19

VECO: Refreshed Earnings Model And Merger Vote Will Shape Bullish Outlook

Analysts have lifted their price target on Veeco Instruments to $40 from $36, citing refreshed models following the latest earnings report as the key driver of the updated view. Analyst Commentary Bullish analysts are pointing to refreshed models following the latest earnings report as support for a higher valuation on Veeco Instruments, reflected in the lift of the price target to US$40 from US$36.
내러티브 업데이트 Mar 04

VECO: AI Datacom Demand And Merger Outlook Will Support Balanced Future

Analysts have raised their price target on Veeco Instruments to $40 from $36, citing refreshed models after the latest earnings update that assume different revenue growth, profit margin, discount rate, and future P/E inputs. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$40 price target as reflecting updated assumptions for revenue growth and profit margins that, in their view, better align the valuation with the latest earnings run rate.
내러티브 업데이트 Feb 17

VECO: DRAM Opportunities And Merger Vote Will Shape Balanced Outlook

Analysts have adjusted their price target on Veeco Instruments to $36 from $38, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Veeco Instruments has scheduled a special or extraordinary shareholders meeting for February 6, 2026, to vote on issuing shares of Axcelis common stock to certain Veeco equityholders under a merger agreement with Axcelis and Victory Merger Sub, Inc.
내러티브 업데이트 Feb 03

VECO: DRAM And Power Semiconductor Wins Will Reshape Revenue Mix

Analysts have raised their price target on Veeco Instruments to $38.00, citing updated assumptions that include revised views on discount rate, revenue growth, profit margin, and future P/E levels. What's in the News Veeco scheduled a special or extraordinary shareholders meeting for February 6, 2026, which could bring updates on corporate actions or governance matters.
내러티브 업데이트 Jan 20

VECO: AI Memory And Power Device Demand Will Support Balanced Outlook

Analysts have modestly adjusted their price target for Veeco Instruments to US$33.50. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E, while keeping their overall valuation framework essentially unchanged.
내러티브 업데이트 Jan 06

VECO: Future DRAM And Power Device Wins Will Support Balanced Opportunity

Analysts have increased their price target on Veeco Instruments to US$33.50 from US$32.75, attributing the change mainly to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E inputs. What's in the News Veeco scheduled a special or extraordinary shareholders meeting for February 6, 2026, which may address matters that go beyond routine annual items (Key Developments).
내러티브 업데이트 Dec 16

VECO: Axcelis Merger Will Reshape Revenue Mix And Competitive Scale

Analysts have raised their price target on Veeco Instruments to $38 from $30, reflecting increased confidence in the Axcelis merger's ability to accelerate revenue growth, enhance profitability, and improve the company's competitive scale, despite valuation concerns. Analyst Commentary Bullish analysts point to the Axcelis merger as a key driver behind the higher price target for Veeco, arguing that the combined company will benefit from broader product coverage and a larger addressable market that can support sustained revenue acceleration.
Seeking Alpha Dec 05

Veeco Instruments: Is It Worth Hanging Around, Or Is It Time To Go?

Summary Veeco Instruments (VECO) is nearing the end of a challenging trough in wafer fabrication equipment demand, with revenue and margins under pressure amid industry cyclicality and geopolitical headwinds. Axcelis Technologies (ACLS) intends to acquire VECO in an all-stock deal, but strategic fit and synergy realization remain questionable, especially given differing business focuses. VECO's valuation already reflects most merger upside, with shares trading in the mid-range of estimated fair value and only modest further upside if integration succeeds. I see elevated integration and execution risks, and am inclined to sell VECO shares rather than hold for Axcelis exposure post-merger. Read the full article on Seeking Alpha
내러티브 업데이트 Dec 02

VECO: Merger With Axcelis Will Create Greater Scale and Sector Opportunity

Analysts have held Veeco Instruments' price target steady at $32.75, citing valuation concerns and limited confidence in Axcelis' earnings momentum following the planned merger, despite modest improvements in profitability assumptions. Analyst Commentary Recent analyst reports on Veeco Instruments reflect a mix of optimism and caution as the company moves forward with its planned merger with Axcelis.
내러티브 업데이트 Nov 18

VECO: Merger With Axcelis Will Deliver Greater Scale and Market Position

Analysts have raised Veeco Instruments’ fair value estimate from $29.40 to $32.75 per share, citing stronger revenue growth expectations and improved profitability projections. This follows recent adjustments and the company’s merger plans.
내러티브 업데이트 Nov 03

VECO: Merger With Axcelis Will Bring Execution Risks and Expanded Market Scale

Analysts have maintained their price target for Veeco Instruments at $29.40, highlighting steady valuation and modest changes to growth and profitability estimates as merger developments with Axcelis continue. Analyst Commentary Recent commentary from Wall Street research reflects a balanced mix of optimism and caution regarding Veeco Instruments' prospects, particularly in the context of its ongoing merger with Axcelis.
내러티브 업데이트 Oct 20

Macroeconomic Uncertainty Will Compress Semiconductor Industry Margins

Analysts have maintained Veeco Instruments' price target at $30 per share, citing valuation considerations following the company's planned merger with Axcelis. However, they expressed some caution regarding Axcelis' business mix and exposure to Chinese customers.
내러티브 업데이트 Oct 05

Macroeconomic Uncertainty Will Compress Semiconductor Industry Margins

Analysts have raised their price target for Veeco Instruments to $29.40 from $27.00. They cite expanded product breadth and increased profitability following the company's merger with Axcelis.
분석 기사 Jul 25

Veeco Instruments (NASDAQ:VECO) Is Doing The Right Things To Multiply Its Share Price

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
분석 기사 Jul 05

What Does Veeco Instruments Inc.'s (NASDAQ:VECO) Share Price Indicate?

Veeco Instruments Inc. ( NASDAQ:VECO ), might not be a large cap stock, but it saw a significant share price rise of...
분석 기사 May 27

Investors Don't See Light At End Of Veeco Instruments Inc.'s (NASDAQ:VECO) Tunnel

You may think that with a price-to-sales (or "P/S") ratio of 1.6x Veeco Instruments Inc. ( NASDAQ:VECO ) is a stock...
분석 기사 May 01

We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Veeco Instruments Inc.'s (NASDAQ:VECO) CEO For Now

Key Insights Veeco Instruments' Annual General Meeting to take place on 8th of May Total pay for CEO Bill Miller...
분석 기사 Apr 19

Veeco Instruments (NASDAQ:VECO) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Apr 01

Should You Investigate Veeco Instruments Inc. (NASDAQ:VECO) At US$20.08?

Veeco Instruments Inc. ( NASDAQ:VECO ), might not be a large cap stock, but it saw significant share price movement...
분석 기사 Feb 21

We Like These Underlying Return On Capital Trends At Veeco Instruments (NASDAQ:VECO)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
분석 기사 Jan 16

Veeco Instruments (NASDAQ:VECO) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jan 01

Veeco Instruments Inc.'s (NASDAQ:VECO) Business Is Trailing The Market But Its Shares Aren't

It's not a stretch to say that Veeco Instruments Inc.'s ( NASDAQ:VECO ) price-to-earnings (or "P/E") ratio of 18.9x...
분석 기사 Dec 09

Should You Investigate Veeco Instruments Inc. (NASDAQ:VECO) At US$27.79?

Veeco Instruments Inc. ( NASDAQ:VECO ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha Nov 11

Veeco Instruments: Could Be On Hold For A While Going Into 2025

Summary VECO could have used a good Q3 FY2024 report to help the stock after its drop in recent months, but the report was closer to the opposite. The stock has struggled mightily since mid-July, but the charts suggest the decline may be over with VECO encountering support. The latest report sent the stock down because prospective demand in VECO's largest market is expected to be weaker, which will need to be compensated elsewhere. What to make of FY2025 has become harder to do since VECO has made the outlook more uncertain with its latest report. Read the full article on Seeking Alpha
분석 기사 Nov 09

Earnings Beat: Veeco Instruments Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Veeco Instruments Inc. ( NASDAQ:VECO ) just released its third-quarter report and things are looking bullish. The...
분석 기사 Oct 28

Here's Why We Think Veeco Instruments (NASDAQ:VECO) Might Deserve Your Attention Today

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Oct 01

Returns On Capital Are Showing Encouraging Signs At Veeco Instruments (NASDAQ:VECO)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...

매출 및 비용 세부 내역

Veeco Instruments가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:VECO 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2665523100121
31 Dec 256643599120
30 Sep 256814999120
30 Jun 257006199123
31 Mar 2571064100123
31 Dec 2471774100125
30 Sep 247098098123
30 Jun 247028396119
31 Mar 24687-1795115
31 Dec 23666-3093113
30 Sep 236467790110
30 Jun 236416790108
31 Mar 2364316289107
31 Dec 2264616789104
30 Sep 226454689100
30 Jun 22624408994
31 Mar 22606378791
31 Dec 21583268589
30 Sep 21569188488
30 Jun 2153198285
31 Mar 21483-57882
31 Dec 20454-87679
30 Sep 20428-417579
30 Jun 20425-547683
31 Mar 20424-617886
31 Dec 19419-798091
30 Sep 19405-1918294
30 Jun 19423-1888195
31 Mar 19483-4108697
31 Dec 18542-4079298
30 Sep 18583-27110097
30 Jun 18585-28610998
31 Mar 18540-6910891
31 Dec 17476-5110082
30 Sep 17430-489175
30 Jun 17386-948071
31 Mar 17349-1057774
31 Dec 16332-1227881
30 Sep 16345-1277984
30 Jun 16401-528383
31 Mar 16457-288782
31 Dec 15477-329079
30 Sep 15484-799078
30 Jun 15437-989079

양질의 수익: VECO는 $10.6M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: VECO의 현재 순 이익률 (3.5%)은 지난해 (9%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: VECO는 지난 5년 동안 흑자전환하며 연평균 7.2%의 수익 성장을 기록했습니다.

성장 가속화: VECO은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: VECO은 지난 1년 동안 수익이 감소(-63.8%)하여 Semiconductor 업계 평균(15.4%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: VECO의 자본 수익률(2.6%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 02:58
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Veeco Instruments Inc.는 25명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher MuseBarclays
Thomas O'MalleyBarclays
Andrew GardinerBarclays