Nova Ltd. filed a Form 6-K with the U.S. Securities and Exchange Commission on November 5, 2026, disclosing record third-quarter 2026 financial results for the three-month period ended September 30, 2026.

Key Highlights

  • Record quarterly revenue: $287.8 million, up 13% quarter-over-quarter and up 28% year-over-year, according to the filing.
  • Record GAAP net income: $90.0 million, or $2.64 per diluted share, a 20% increase quarter-over-quarter and 39% year-over-year.
  • Record non-GAAP net income: $98.4 million, or $2.86 per diluted share, up 14% quarter-over-quarter and 32% year-over-year.
  • Gross margin: 57.7% in Q3 2026, compared with 56.5% in Q2 2026 and 56.7% in Q3 2025, the company reported.
  • Q4 2026 outlook: Management expects revenue of $305 million to $315 million, diluted GAAP EPS of $2.78 to $2.93, and diluted non-GAAP EPS of $3.03 to $3.18.
  • Record Advanced Packaging revenue: The filing cited capacity expansions in HBM and advanced logic as the driver.

Nova's Third Quarter 2026 Financial Results in Detail

Nova Ltd. (NASDAQ:NVMI), headquartered in Rehovot, Israel, reported total revenues of $287.8 million for the third quarter of 2026, the period ended September 30, 2026. According to the filing, this represents a 13% increase compared with the second quarter of 2026 and a 28% increase compared with the third quarter of 2025. Operating expenses in the quarter were $73.3 million, up from $68.0 million in Q2 2026 and $63.6 million in Q3 2025.

On a GAAP basis, the company reported net income of $90.0 million, or $2.64 per diluted share, compared with $75.0 million, or $2.20 per diluted share, in Q2 2026, and $61.4 million, or $1.90 per diluted share, in Q3 2025. On a non-GAAP basis, the company disclosed net income of $98.4 million, or $2.86 per diluted share, versus $86.5 million, or $2.51 per diluted share, in Q2 2026, and $70.0 million, or $2.16 per diluted share, in Q3 2025. The non-GAAP figures exclude items including amortization of acquired intangible assets, stock-based compensation expenses, and other items described in the filing's "Use of Non-GAAP Adjusted Financial Measures" section.

The filing also attributed record revenue from memory devices to demand for dimensional and materials metrology solutions, and record Advanced Packaging revenue to capacity expansions in HBM and advanced logic. President and CEO Gaby Waisman stated, "Record revenue in memory and advanced packaging, together with strong demand from logic customers, reflects both the strength of the current investment cycle and the growing adoption of Nova's solutions in critical applications." The filing notes this and other statements are forward-looking and subject to risks and uncertainties as described in the company's cautionary language.

What Was Disclosed

Nova Ltd. disclosed record third-quarter 2026 revenues of $287.8 million, record GAAP net income of $90.0 million ($2.64 per diluted share), and record non-GAAP net income of $98.4 million ($2.86 per diluted share), along with a fourth-quarter 2026 financial outlook, via a Form 6-K filed November 5, 2026.