维易科精密仪器 2026年季度报告

FORM10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIESEXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIESEXCHANGE ACT OF 1934Commission file number 0-16244 VEECO INSTRUMENTS INC. (Exact Name of Registrant as Specified in Its Charter) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of theSecurities Exchange Act of 1934 during the preceding 12months (or for such shorter period that the registrant wasrequired to file such reports), and (2)has been subject to such filing requirements for the past 90days.Yes☒No◻ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or forsuch shorter period that the registrant was required to submit such files).Yes☒No◻ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer,smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,”“accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule12b-2 of the Exchange Act. Accelerated filer☐Smaller reportingcompany☐Emerging growthcompany☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transitionperiod for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of theExchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the ExchangeAct).Yes☐No☒ As of July 30, 2026, there were 61,129,640 shares of the registrant’s common stock outstanding. VEECO INSTRUMENTSINC. INDEX Safe Harbor Statement1PARTI—FINANCIAL INFORMATION4Item1. Financial Statements4Item2. Management’s Discussion and Analysis of Financial Condition and Results of Operations25Item3. Quantitative and Qualitative Disclosures about Market Risk34Item4. Controls and Procedures35PARTII—OTHER INFORMATION35Item1. Legal Proceedings35Item1A. Risk Factors35Item2. Unregistered Sales of Equity Securities and Use of Proceeds35Item3. Defaults Upon Senior Securities35Item4. Mine Safety Disclosures35Item5. Other Information36Item6. Exhibits37SIGNATURES37 Safe Harbor Statement This quarterly report on Form10-Q (the “Report”) contains forward-looking statements within themeaning of Section27A of the Securities Act of 1933, as amended, and Section21E of the SecuritiesExchange Act of 1934, as amended, relating to Veeco Instruments Inc. (together with its consolidatedsubsidiaries, “Veeco,” the “Company,” “Registrant,” “we,” “our,” or “us,” unless the context indicatesotherwise) that are based on management’s expectations, estimates, projections, and assumptions. Whenused in this Report, the words such as “expects,” “anticipates,” “plans,” “believes,” “scheduled,”“estimates,” and variations of these words and similar expressions are intended to identify forward-lookingstatements. Discussions containing such forward-looking statements may be found in PartI - Items 1, 2,and 3 hereof, as well as within this Report generally. In addition, the preparation of financial statements in conformity with U.S. Generally AcceptedAccounting Principles (“U.S. GAAP”) requires management to make estimates and assumptions that affectthe amounts reported in the financial statements and accompanying notes. Although these estimates andassumptions are based on knowledge of current events and planned actions to be undertaken in the future,they may ultimately differ from actual results. Operating results for the three and six months endedJune30, 2026 are not necessarily indicative of the results that may be expected for the year endingDecember31, 2026. All estimates and assumptions are subject to a number of risks and uncertainties thatcould cause actual results to differ materially from these estimates and assumptions. Forward-looking statements in this discussion include, but are not limited to, those regarding anticipatedgrowth and trends in our business and markets, including trends related to artificial intelligence and high-performance computing, industry outlooks and demand drivers, our investment and growth strategies, ourdevelopment of new products and technologies, our business outlook for the current and future periods,and other statements that are not historical facts. Factors that could cause actual results to differ materiallyfrom those expressed or implied by such statements include, without limitation, those set forth under theheading “Risk Factors” in Part 1, Item 1A of our 2025 Form 10-K, and the following: ●Unfavorable market conditions;●Risks associated with operating a global business;