Revenues as Reported
Based on: 10-K (reporting date: 2025-06-30), 10-K (reporting date: 2024-06-30), 10-K (reporting date: 2023-06-30), 10-K (reporting date: 2022-06-30), 10-K (reporting date: 2021-06-30), 10-K (reporting date: 2020-06-30).
- Overall Revenue Trends
- The total revenue demonstrates a generally upward trajectory from June 30, 2020, to June 30, 2025, growing from 5.81 billion USD to approximately 12.16 billion USD. Notably, there is continuous growth in most years except for a slight decline between June 30, 2023, and June 30, 2024, where revenues decreased from roughly 10.50 billion USD to 9.81 billion USD.
- Wafer Inspection
- This segment shows significant growth throughout the years. Starting at around 2.08 billion USD in 2020, it rises steadily and sharply to 6.20 billion USD by 2025. The increase from 2024 to 2025 is particularly pronounced, indicating a strong expansion or increased demand in this area.
- Patterning
- The patterning segment exhibits growth from 1.28 billion USD in 2020 to a peak of 2.79 billion USD in 2023. However, it then experiences a noticeable decline to approximately 2.05 billion USD in 2024 before a modest recovery to 2.20 billion USD in 2025. This suggests some volatility or market challenges in the mid-term period.
- Specialty Semiconductor Process
- This segment steadily grows over the entire period, starting from around 270 million USD in 2020 and reaching approximately 517 million USD in 2025. The growth is consistent with no major fluctuations, indicating stable performance.
- PCB and Component Inspection
- The PCB and component inspection segment shows a declining trend overall. After rising slightly from 497 million USD in 2020 to around 562 million USD in 2021 and 2022, it then declines sharply to 378 million USD in 2023, further dropping to 291 million USD in 2024 before recovering somewhat to 356 million USD in 2025. This pattern could reflect declining demand or competitive pressures in this segment.
- Services
- Service revenues consistently increase from approximately 1.48 billion USD in 2020 to 2.68 billion USD in 2025. The steady growth suggests an expanding service business complementing the product lines.
- Other
- Revenues categorized as "Other" increase from 203 million USD in 2020 to 381 million USD in 2023, followed by a decline to 333 million USD in 2024 and a significant drop to 205 million USD in 2025. The volatility in this category may indicate non-core or one-time revenue sources that fluctuate over time.