ASYS

• GAAP net income was $1.7 million, or $0.11 per diluted share, compared to $0.1 million, or $0.01 per diluted share, in the prior year period.
• Non-GAAP net income was $2.4 million, or $0.14 per diluted share, and Adjusted EBITDA was $3.3 million, approximately 15% of revenue.
• TPS segment revenue increased 24.9% year-over-year to approximately $17.7 million, while SFS segment revenue declined 13.3% to approximately $4.6 million.
• For the fourth fiscal quarter ending September 30, 2026, the company expects revenues in the range of $22.5 million to $24.0 million and Adjusted EBITDA margin in the low to mid-teens.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Robert C. Daigle notified the Board on August 4, 2026 of his retirement as CEO, effective August 13, 2026, and will continue as Executive Chairman.
• Daigle entered into an Amended and Restated Employment Agreement with a two-year term, $300,000 annual base salary, and 50,000 RSUs vesting ratably over two years.
• Guy Shechter, currently President and COO, was appointed CEO effective August 13, 2026, and will also join the Board.
• Shechter received a grant of 25,000 RSUs vesting ratably over three years under the 2022 Equity Incentive Plan.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Amtech Systems, Inc. entered into an underwriting agreement with Titan Partners Group LLC on June 1, 2026, for an underwritten public offering of 2,926,829 shares of common stock at $20.50 per share.
• Net proceeds are intended to accelerate growth across semiconductor packaging and advanced wafer substrate fabrication platforms, fund accretive M&A opportunities, and for working capital and general corporate purposes.
• The offering was made under a shelf registration statement on Form S-3 (File No. 333-294296) and a related Form S-3MEF (File No. 333-296410).
• The company and its directors and officers agreed to a 60-day lock-up period following the closing date, subject to certain exceptions.

1.01 Entry into a Material Definitive Agreement · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• GAAP net income was $1.2 million ($0.08 per diluted share), compared to $0.1 million in Q1 FY2026 and a net loss of $31.8 million in Q2 FY2025.
• Gross margin improved to 47.7% in Q2 FY2026, up from 44.8% in Q1 FY2026 and (2.1)% in Q2 FY2025.
• Cash and cash equivalents were $24.4 million at March 31, 2026, up from $17.9 million at September 30, 2025.
• For Q3 FY2026, the company expects revenues in the range of $20.5 to $22.5 million and adjusted EBITDA margin in the low double digits.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Guy Shechter, age 57, was appointed President and Chief Operating Officer of Amtech Systems, Inc., effective May 19, 2026, reporting to the CEO.
• His compensation includes a $400,000 annual base salary, a target bonus of 50% of base salary (60% cash, 40% restricted stock), and a grant of 50,000 stock options vesting over three years.
• He will receive a monthly payment of $10,000 for the first six months and relocation support up to $25,000.
• Severance terms include twelve months of base salary and full equity acceleration upon a qualifying Change in Control, and six months of base salary plus COBRA coverage for termination without Cause.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Thomas Sabol, age 67, was appointed Chief Financial Officer, effective May 14, 2026, replacing Interim CFO Mark Weaver.
• He brings over 30 years of senior financial leadership, including CFO roles at Rimini Street, Corcentric, Transact Campus, and Plexus Corp.
• Compensation includes $350,000 base salary, 50% target bonus (60% cash, 40% restricted stock), and 45,000 stock options vesting over three years.
• Severance terms include 12 months' salary and full equity acceleration on change in control, and 3 months' salary on termination without cause.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Amtech Systems held its 2026 Annual Meeting of Shareholders on March 4, 2026, with 72.73% of eligible shares represented.
• The appointment of KPMG LLP as independent registered public accounting firm for fiscal year ending September 30, 2026 was ratified with 10,275,061 votes for.
• The advisory vote on named executive officer compensation was approved with 5,460,635 votes for, 2,740,790 against, and 463,770 abstentions.
• No other proposals were submitted to a vote at the annual meeting.

5.07 Submission of Matters to a Vote of Security Holders

• GAAP net income was $0.1 million, or $0.01 per diluted share, compared to $0.3 million, or $0.02 per diluted share, in the prior year quarter.
• Non-GAAP net income was $0.4 million, or $0.03 per diluted share, and adjusted EBITDA was $1.4 million.
• Customer orders were $20.7 million, exceeding revenue, with a book-to-bill ratio of 1.1; backlog was $21.6 million.
• For the second fiscal quarter ending March 31, 2026, the company expects revenues in the range of $19.0 to $21.0 million and adjusted EBITDA margin in the high single digits.
• Cash and cash equivalents were $22.1 million at December 31, 2025, up from $17.9 million at September 30, 2025, with no debt.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits