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Semiconductor equipment and manufacturing firms set late February earnings dates
Sunday, February 22, 2026 at 11:08 PM
Several semiconductor manufacturing and equipment companies are scheduled to release their quarterly earnings reports during the week of February 23. Key industry players reporting include Ultra Clean Technology (UCTT), Keysight Technologies, Adeia, and Navitas Semiconductor.
Context
The semiconductor supply chain is entering a high-stakes earnings window as firms reporting in late February provide a litmus test for the AI-driven "super-cycle." On Monday, February 23rd, investors will receive updates from Adeia, Keysight Technologies, and Ultra Clean Technology. These reports are crucial for assessing the pace of foundry expansions and the demand for high-precision subsystems provided by Ultra Clean, which has seen its stock surge over 46% in the past year due to its critical role in wafer fab equipment.
Keysight is anticipated to report revenue of $1.54 billion, marking a robust 18.6% year-over-year increase as demand for high-end testing and measurement instrumentation rises. For Adeia, analysts are targeting an EPS of $0.73 as the company leverages its intellectual property and patent portfolio. On Tuesday, February 24th, the focus shifts to Navitas Semiconductor. Investors are watching for confirmation that quarterly revenue has bottomed at $7 million following a strategic pivot toward AI data centers and its recent partnership within the NVIDIA 800V ecosystem.
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Related Companies
Ultra Clean Technology
UCTT
Navitas
NVTS
Adeia
ADEA
Keysight
KEYS