AI Earnings Predictions for Veeco Instruments Inc. (VECO)

VEECO INSTRUMENTS INC._February 25, 2026 0000103145false00001031452026-02-252026-02-25 ​ ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): February 25, 2026

VEECO INSTRUMENTS INC.

(Exact name of registrant as specified in its charter) ​

​

​

Delaware (State or other jurisdiction of incorporation) 0-16244 (Commission File Number) 11-2989601 (IRS Employer Identification No.)

​ Terminal Drive, Plainview, New York 11803 (Address of principal executive offices) (516) 677-0200 (Registrant’s telephone number, including area code) Not applicable (Former name or former address, if changed since last report)

​ Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐   Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐   Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐   Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐   Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) ​ Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, par value $0.01 per share

VECO

The NASDAQ Global Select Market

​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ ​ ​

Item 2.02 Results of Operations and Financial Condition. On February 25, 2026, Veeco Instruments Inc. (“Veeco”) issued a press release announcing its financial results for the quarter and year ended December 31, 2025. In connection with the release and the related conference call, Veeco posted a presentation relating to its fourth quarter and fiscal year 2025 financial results on its website (www.veeco.com). Copies of the press release and presentation are furnished as Exhibit 99.1 and Exhibit 99.2 to this report. ​ Item 9.01 Financial Statements and Exhibits. (d)   Exhibits.

EXHIBIT INDEX

​

​

​

Exhibit ​ Description

​ ​ ​

99.1 ​ Press release issued by Veeco dated February 25, 2026

​ ​ ​

99.2 ​ Veeco Q4 & Fiscal Year 2025 Conference Call Presentation February 25, 2026

​ ​ ​

104 ​ Cover Page Interactive Data File (formatted as inline XBRL).

​ ​ Limitation on Incorporation by Reference ​ In accordance with general instruction B.2 of Form 8-K, the information in this report, including exhibits, is furnished pursuant to Items 2.02 and 9.01 and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that section, nor shall this information or exhibits be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing. ​

2

​ ​ ​

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​

​

​

February 25, 2026

VEECO INSTRUMENTS INC.

​ ​

​ By: /s/ Kirk Mackey

​ Name: Kirk Mackey

​ Title: Vice President, General Counsel

​ ​ ​

VEECO INSTRUMENTS INC._November 5, 2025 0000103145false00001031452025-11-052025-11-05 ​ ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): November 5, 2025

VEECO INSTRUMENTS INC.

(Exact name of registrant as specified in its charter) ​

​

​

Delaware (State or other jurisdiction of incorporation) 0-16244 (Commission File Number) 11-2989601 (IRS Employer Identification No.)

​ Terminal Drive, Plainview, New York 11803 (Address of principal executive offices) (516) 677-0200 (Registrant’s telephone number, including area code) Not applicable (Former name or former address, if changed since last report)

​ Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐   Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐   Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐   Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐   Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) ​ Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, par value $0.01 per share

VECO

The NASDAQ Global Select Market

​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ ​ ​

Item 2.02 Results of Operations and Financial Condition. On November 5, 2025, Veeco Instruments Inc. (“Veeco”) issued a press release announcing its financial results for the quarter ended September 30, 2025. In connection with the release and the related conference call, Veeco posted a presentation relating to its third quarter 2025 financial results on its website (www.veeco.com). Copies of the press release and presentation are furnished as Exhibit 99.1 and Exhibit 99.2 to this report. Additional Information About the Proposed Transaction and Where to Find It

In connection with the proposed merger (the “proposed transaction”) of Victory Merger Sub, Inc. (“Merger Sub”), a Delaware corporation and a wholly-owned subsidiary of Axcelis Technologies, Inc., a Delaware corporation (“Axcelis”), with and into Veeco, with Veeco surviving as a wholly-owned subsidiary of Axcelis, pursuant to that certain Agreement and Plan of Merger, dated September 30, 2025, by and between Veeco, Axcelis and Merger Sub, Axcelis and Veeco intend to prepare, and Axcelis intends to file with the Securities and Exchange Commission (the “SEC”), a registration statement on Form S-4 that will include a joint proxy statement/prospectus with respect to shares of Axcelis’ common stock to be issued in the proposed transaction (the “joint proxy statement/prospectus”). Each of Axcelis and Veeco may also file with or furnish to the SEC other relevant documents regarding the proposed transaction. This document is not a substitute for the joint proxy statement/prospectus or any other document that Axcelis or Veeco may file with or furnish to the SEC. The definitive joint proxy statement/prospectus (if and when available) will be mailed to stockholders of Axcelis and Veeco. INVESTORS AND SECURITY HOLDERS ARE URGED TO READ THE JOINT PROXY STATEMENT/PROSPECTUS AND ANY OTHER RELEVANT DOCUMENTS THAT ARE OR WILL BE FILED WITH OR FURNISHED TO THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS, CAREFULLY AND IN THEIR ENTIRETY BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION AND RELATED MATTERS. Investors and security holders will be able to obtain free copies of the joint proxy statement/prospectus (if and when available) and other documents containing important information about Axcelis, Veeco and the proposed transaction, once such documents are filed with or furnished to the SEC through the website maintained by the SEC at www.sec.gov. Copies of the documents filed with or furnished to the SEC by Axcelis will be available free of charge on Axcelis’ website at investor.axcelis.com or by contacting Axcelis’ Investor Relations department by email at Investor-Relations@axcelis.com. Copies of the documents filed with or furnished to the SEC by Veeco will be available free of charge on Veeco’s website at i

0000103145false00001031452025-08-062025-08-06 ​ ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): August 6, 2025

VEECO INSTRUMENTS INC.

(Exact name of registrant as specified in its charter) ​

​

​

Delaware (State or other jurisdiction of incorporation) 0-16244 (Commission File Number) 11-2989601 (IRS Employer Identification No.)

​ Terminal Drive, Plainview, New York 11803 (Address of principal executive offices) (516) 677-0200 (Registrant’s telephone number, including area code) Not applicable (Former name or former address, if changed since last report)

​ Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐   Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐   Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐   Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐   Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) ​ Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, par value $0.01 per share

VECO

The NASDAQ Global Select Market

​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ ​ ​

Item 2.02 Results of Operations and Financial Condition. On August 6, 2025, Veeco Instruments Inc. issued a press release announcing its financial results for the quarter ended June 30, 2025. In connection with the release and the related conference call, Veeco posted a presentation relating to its second quarter 2025 financial results on its website (www.veeco.com). Copies of the press release and presentation are furnished as Exhibit 99.1 and Exhibit 99.2 to this report. Item 9.01 Financial Statements and Exhibits. (d)   Exhibits.

EXHIBIT INDEX

​

​

​

Exhibit

Description

​ ​ ​

99.1 ​ Press release issued by Veeco dated August 6, 2025

​ ​ ​

99.2 ​ Veeco Q2 2025 Conference Call Presentation August 6, 2025

​ ​ ​

104 ​ Cover Page Interactive Data File (formatted as inline XBRL).

​ ​ Limitation on Incorporation by Reference ​ In accordance with general instruction B.2 of Form 8-K, the information in this report, including exhibits, is furnished pursuant to Items 2.02 and 9.01 and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that section, nor shall this information or exhibits be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing. ​ ​

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​

​

​

August 6, 2025

VEECO INSTRUMENTS INC.

​ ​

​ By: /s/ Kirk Mackey

​ Name: Kirk Mackey

​ Title: Vice President, General Counsel

​ ​ ​

2