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Copyright of Camtek Ltd 2026. All rights reserved 1 November 4, 2026 Q3-2026 Results Conference Call
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Copyright of Camtek Ltd 2026. All rights reserved 2 Today’s Presenters Rafi Amit Chief Executive Officer Moshe Eisenberg Chief Financial Officer Ramy Langer Chief Operating Officer
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Copyright of Camtek Ltd 2026. All rights reserved 3 Safe Harbor Statement Certain statements made on this call, constitute “forward-looking statements” within the meaning of the Securities Act of 1933, as amended and the Securities Exchange Act of 1934, as amended, and the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements may use terminology, such as believes, expects, may, will, should, anticipates, plans or similar expressions to identify forward-looking statements. Such statements reflect only current beliefs, expectations, and assumptions of Camtek, however actual results, performance, or achievements of Camtek may differ materially, as they are subject to certain risks an d uncertainties. Such risks and uncertainties include, but are not limited to, those that are described in Camtek’s most recent Annual Report on Form 20-F and as may be supplemented from time to time in Camtek’s other filings with the SEC, including today’s earlier filing of the earnings PR, all of which are expressly incorporated herein by reference. Camtek undertakes no obligation to up date any such forward-looking statements unless required by law. Camtek’s public filings are available on the Securities and Exchange Commission’s website at www.sec.gov, and may also be obtained from Camtek’s website at www.camtek.com. Also, today’s call will include certain non-GAAP numbers. For a reconciliation between GAAP and non-GAAP results, please see the table attached to the press release that was issued earlier today which is posted on the Investor Relations section of Camtek’s website.
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Copyright of Camtek Ltd 2026. All rights reserved 4 Copyright of Camtek Ltd 2026. All rights reserved 4 Business Highlights
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Copyright of Camtek Ltd 2026. All rights reserved 5 Copyright of Camtek Ltd 2026. All rights reserved 5 CAMTEK Q3 2026 RESULTS Q3-26 Highlights $161.3 M Revenue $47.5 M Operating income 51.1 % Gross margin 2027 is expected to be a record year
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Copyright of Camtek Ltd 2026. All rights reserved 6 Copyright of Camtek Ltd 2026. All rights reserved 6 Q3 2026 Business Highlights 6 80% of revenues were for Advanced Packaging applications – with majority driven by AI related demand More than $800M in orders received since the beginning of the year >50% of our system revenues generated by our new products – the Eagle G5 and Hawk Order momentum remains exceptionally strong
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Copyright of Camtek Ltd 2026. All rights reserved 7 Copyright of Camtek Ltd 2026. All rights reserved 7 Exceptional Growth: >$800M of orders since the Beginning of the Year ▪ 80% of these orders are for Advanced Packaging Applications ▪ Majority of these orders are for high-end applications driven by AI demand ▪ OSATs accounted for more than 50% of total orders ▪ Order momentum remains exceptionally strong ▪ Customers have been securing delivery slots throughout 2027 for several months now ▪ For the first time in Camtek's history, order visibility extends approximately one year ahead Greater confidence in our growth outlook
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Copyright of Camtek Ltd 2026. All rights reserved 8 Copyright of Camtek Ltd 2026. All rights reserved 8 01 Q4 2026 Q4 2026 revenue guidance ~$180M 02 FY 2026 FY2026 expected revenue ~$595M 03 FY 2027 FY2027 initial outlook Over $800M Supported by strong order backlog and sales pipeline Copyright of Camtek Ltd 2026. All rights reserved 8 Outlook Strong outlook for both 2026 and 2027
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Copyright of Camtek Ltd 2026. All rights reserved 9 Key Messages from our Investor and Analyst Day Camtek operates in an exceptionally strong growth market ▪ Advanced Packaging is outpacing semiconductor industry growth, with AI-driven high-end applications growing even faster. Increasing complexity creates new opportunities ▪ More inspection and metrology steps, as well as new tools with more advanced capabilities Ready to scale ▪ Expanded manufacturing capacity and operational infrastructure to support significantly higher revenue levels. Long term target: ~$1.2B annual revenues in ~3 years Competitive advantage ▪ Our advanced technology, combined with an installed base of ~4,000 systems and strong relationships with all leading customers, puts us in an excellent position to continue gaining market share. ▪ New AI-based software products planned for 2027, creating an additional revenue stream
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Copyright of Camtek Ltd 2026. All rights reserved Financial Highlights
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Copyright of Camtek Ltd 2026. All rights reserved 11 Quarterly Performance(NON-GAAP) $126.0 $128.1 $121.7 $133.2 $161.3 Q3-25 Q4-25 Q1-26 Q2-26 Q3-26 2025 Revenue, ($M) 698 709 725 764 792 Q3-25 Q4-25 Q1-26 Q2-26 Q3-26 Headcount 29.9% 28.6% 25.5% 27.0% 29.5% Q3-25 Q4-25 Q1-26 Q2-26 Q3-26 Operating Margin
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Copyright of Camtek Ltd 2026. All rights reserved 12 Copyright of Camtek Ltd 2026. All rights reserved 12 Selected Balance Sheet Data ($ in millions) 9/30/26 (Unaudited) 12/31/25 (Audited) Cash & Deposits (1) $877 $851 Trade Account Receivables, net 166 91 Inventory 123 128 Fixed Assets 71 65 Intangible Assets + Goodwill 129 84 Current Liabilities 156 107 Convertible Notes, Net 489 520 Total Balance Sheet 1,415 1,260 (1) Includes cash and cash equivalents, short-term and long-term deposits and marketable securities
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Copyright of Camtek Ltd 2026. All rights reserved 13 Q&A Rafi Amit Chief Executive Officer Moshe Eisenberg Chief Financial Officer Ramy Langer Chief Operating Officer
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Copyright of Camtek Ltd 2026. All rights reserved 14 Thank you info@camtek.com | www.camtek.com