Disclaimer Confidentiality This presentation is confidential and may not be reproduced or distributed to others at any time without our prior written consent. Forward-Looking Statements Camtek Investor Presentation February 2026 This presentation contains forward-looking statements within the meaning of the federal securities laws. You can identify these statements by our use of the words "anticipates," "assumes," "believes," "estimates," "expects," "guidance," "intends," "plans," "projects," "can," "could, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTIO ...

Market Overview - The Tel Aviv Stock Exchange exhibited mixed performance with the Tel Aviv 35 Index declining by 0.15% to 4,162.90 points, while the Tel Aviv 125 Index increased by 0.73% to 4,146.46 points and the BlueTech Global Index rose by 1.41% to 673.74 points [1] - The All Bond corporate bond index decreased by 0.07% to 423.32 points, with total turnover reaching NIS 5.02 billion in equities and NIS 5.82 billion in bonds [1] Currency Exchange Rates - The shekel-dollar exchange rate was set 0.45% lower at NIS 3.10/$, and the shekel-euro rate was set 0.515% lower at NIS 3.65/€ [2] Notable Stock Movements - Camtek experienced the largest gain on the Tel Aviv 35 Index, rising by 5.73%. Other notable gainers included Tower Semiconductor Ltd. with a 0.89% increase, Clal Insurance Enterprise Holdings rising by 2.37%, and Phoenix Finance increasing by 1.32% [2] - Conversely, Azrieli Group saw the largest decline on the Tel Aviv 35 Index, falling by 3.10%. Other decliners included ICL with a 2.16% drop and Navitas Petroleum decreasing by 2.91% [3] - Outside the Tel Aviv 35 Index, Palo Alto Networks fell by 2.73%, and El Al Israel Airlines Ltd. dropped by 5.29% following the release of its fourth quarter results [3]

Market Performance - The Tel Aviv 35 Index increased by 0.27% to a record high of 4,243.47 points, while the Tel Aviv 125 Index rose by 0.05% to 4,204.63 points [1] - The BlueTech Global Index decreased by 1.08% to 670.86 points, and the All Bond corporate bond index fell by 0.06% to 424.33 points [1] - Total turnover in equities reached NIS 4.24 billion, and in bonds, it was NIS 3.34 billion [1] Foreign Exchange Market - The shekel-dollar rate remained unchanged at NIS 3.123/$, while the shekel-euro rate increased by 0.106% to NIS 3.678/€ [2] Notable Stock Movements - Bank Leumi led the market with a rise of 1.76%, followed by Bank Hapoalim at 2.04%, Israel Discount Bank at 2.54%, and Mizrahi Tefahot Bank at 2.57% [3] - Next Vision experienced the largest increase on the Tel Aviv 35 Index, rising by 5.42% [3] - Palo Alto Networks fell by 1.6% on its first day of trading on the TASE [2] - Camtek saw the largest decline on the Tel Aviv 35 Index, dropping by 5.57% [4] - Kenon Holdings rose by 4.74%, outside of the Tel Aviv 35 Index [4]

Core Insights - Camtek expects 2026 to be another year of double-digit growth, driven by a strong order pipeline and customer discussions regarding next-generation devices [2][5] - The company reported record results for Q4 and the full year, with Q4 revenue reaching $128 million, a 9% year-over-year increase, and full-year revenue totaling $496 million, reflecting a 16% growth [4][5] Revenue Guidance - For Q1 2026, Camtek guided revenue to be around $120 million, indicating a slower start to the year but with confidence in stronger performance in the second half [3][5] - The company anticipates that revenue will be more weighted towards the second half of 2026, supported by ongoing customer demand [3][5] Demand Drivers - AI-related semiconductor demand is identified as the primary growth engine, particularly as memory suppliers expand production capacity for AI applications [6] - The transition to HBM4 is seen as a significant opportunity, with increased metrology and inspection requirements [8] Product Positioning - The Hawk and Eagle G5 platforms have been widely deployed, with Hawk expected to account for a larger share of future capacity builds due to its high throughput capabilities [9][11] - Hawk and Eagle G5 are projected to contribute at least 50% of revenue in 2026, up from about 30% in 2025 [11] Financial Performance - Full-year gross margin was 51.6% and operating margin was 30%, with Q4 gross margin at 51.1% and operating margin at 28.6% [4][12] - The company ended 2025 with $851.1 million in cash and cash equivalents, reflecting strong operating cash flow and improved accounts receivable [15] Competitive Positioning - Camtek has maintained its market share and aims to expand further into inspection and metrology steps, particularly as advanced packaging adoption increases [17]

Camtek (NasdaqGM:CAMT) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Company ParticipantsBrian Chin - DirectorCraig Ellis - Senior Managing DirectorGus Richard - Managing DirectorKenny Green - VP of Investor RelationsMichael Mani - Equity Research AssociateMoshe Eisenberg - CFORamy Langer - COOVedvati Shrotre - DirectorConference Call ParticipantsCharles Shi - Senior AnalystEdward Yang - Stock AnalystJim Schneider - Senior Equity AnalystShane Brett - Equity Research AnalystKenny GreenLadies and gentle ...

Camtek (NasdaqGM:CAMT) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Company ParticipantsBrian Chin - DirectorCraig Ellis - Senior Managing DirectorGus Richard - Managing DirectorKenny Green - VP of Investor RelationsMichael Mani - Equity Research AssociateMoshe Eisenberg - CFORamy Langer - COOVedvati Shrotre - DirectorConference Call ParticipantsCharles Shi - Senior AnalystEdward Yang - Stock AnalystJim Schneider - Senior Equity AnalystShane Brett - Equity Research AnalystKenny GreenLadies and gentle ...

Camtek (NasdaqGM:CAMT) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Speaker6Ladies and gentlemen, thank you for standing by. I would like to welcome all of you to Camtek's Result Zoom Webinar. My name is Kenny Green, and I'm part of the Investor Relations team at Camtek. All participants other than the presenters are currently muted. Following the formal presentation, I will provide some instructions for participating in the live question and answer session. I would like to remind everyone that this ...

Core Viewpoint - Camtek (CAMT) reported quarterly earnings of $0.81 per share, which missed the Zacks Consensus Estimate of $0.83 per share, but showed an increase from $0.77 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was -2.02%, while the previous quarter had a positive surprise of +2.5% with actual earnings of $0.82 per share against an expectation of $0.80 [2] - Camtek's revenues for the quarter were $128.12 million, exceeding the Zacks Consensus Estimate by 0.72%, and up from $117.29 million year-over-year [3] Stock Performance - Camtek shares have increased approximately 47.6% since the beginning of the year, contrasting with the S&P 500's zero return [4] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $116.04 million, and for the current fiscal year, it is $3.35 on revenues of $521.49 million [8] - The estimate revisions trend for Camtek was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Industry Context - The Electronics - Measuring Instruments industry, to which Camtek belongs, is currently ranked in the top 16% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the Month of February 2026 CAMTEK LTD. (Translation of Registrant's Name into English) Ramat Gavriel Industrial Zone P.O. Box 544 Migdal Haemek 23150 ISRAEL (Address of Principal Corporate Offices) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. B ...