CVD Equipment Corporation (CVV): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el intrincado mundo de la fabricación de alta tecnología, CVD Equipment Corporation (CVV) surge como una fuerza pionera, transformando desafíos tecnológicos complejos en soluciones innovadoras en industrias de materiales semiconductores, aeroespaciales y avanzados. Su lienzo de modelo de negocio meticulosamente elaborado revela un enfoque estratégico que combina la experiencia de ingeniería de vanguardia, el diseño de equipos especializados y el soporte técnico integral, posicionando a la empresa como un facilitador crítico de avances tecnológicos innovadores en la investigación y las aplicaciones industriales.

CVD Equipment Corporation (CVV) - Modelo de negocio: asociaciones clave

Colaboraciones estratégicas con instituciones de investigación de semiconductores e materiales avanzados

CVD Equipment Corporation mantiene asociaciones estratégicas con las siguientes instituciones de investigación:

Institución	Enfoque de asociación	Año establecido
Semiconductor Research Corporation (SRC)	Investigación de materiales avanzados	2019
Instituto Nacional de Normas y Tecnología (NIST)	Caracterización de materiales	2020

Asociaciones con compañías de tecnología aeroespacial y de defensa

Las asociaciones clave de tecnología aeroespacial y de defensa incluyen:

• Lockheed Martin Corporation - Desarrollo de materiales avanzados
• Northrop Grumman Corporation - Investigación de equipos especializados
• Boeing Company - Tecnologías de fabricación de precisión

Relaciones con los laboratorios de investigación universitarios y los departamentos de ingeniería

Universidad	Enfoque de investigación	Proyectos de colaboración
Instituto de Tecnología de Massachusetts (MIT)	Nanotecnología	3 proyectos de investigación en curso
Universidad de Stanford	Materiales de semiconductores avanzados	2 programas de desarrollo conjunto

Proveedores de equipos para componentes de fabricación especializados

Proveedores de equipos primarios:

• Applied Materials, Inc. - Equipo de procesamiento de semiconductores
• Lam Research Corporation - Componentes de fabricación de obleas
• ASML Holding N.V. - Equipo de litografía

Acuerdos de desarrollo conjunto con fabricantes industriales de alta tecnología

Fabricante	Tipo de acuerdo	Enfoque tecnológico	Valor de contrato
Intel Corporation	Acuerdo de desarrollo conjunto	Procesamiento avanzado de semiconductores	$ 5.2 millones
Instrumentos de Texas	Colaboración de investigación	Ingeniería de materiales	$ 3.7 millones

CVD Equipment Corporation (CVV) - Modelo de negocio: actividades clave

Diseño y fabricación de equipos avanzados de procesamiento de materiales

CVD Equipment Corporation se especializa en el desarrollo de sistemas sofisticados de procesamiento de materiales con las siguientes especificaciones clave:

Categoría de equipo	Capacidad de producción anual	Precio unitario promedio
Sistemas de procesamiento de semiconductores	42 unidades	$ 1.2 millones - $ 3.5 millones
Sistemas de deposición de materiales avanzados	35 unidades	$ 850,000 - $ 2.4 millones

Ingeniería personalizada de sistemas especializados de deposición de vacío

La compañía ofrece soluciones de deposición de vacío personalizadas con capacidades de ingeniería precisas:

• Complejidad mínima del sistema: proceso de vacío de 5 etapas
• Tolerancia máxima de precisión: ± 0.001 micras
• Tiempo de respuesta de diseño personalizado: 4-6 meses

Investigación y desarrollo de tecnologías de semiconductores de vanguardia

CVD Equipment Corporation invierte significativamente en I + D:

I + D Métrica	Valor 2023
Gastos anuales de I + D	$ 4.2 millones
Número de proyectos de investigación activos	12 Iniciativas de tecnología de semiconductores
Solicitudes de patente presentadas	7 nuevas aplicaciones en 2023

Servicios de personalización de consultas técnicas y equipos

Los servicios de consulta especializados incluyen:

• Evaluación técnica en el sitio
• Soporte de ingeniería de personalización
• Optimización del sistema posterior a la instalación

Fabricación de precisión de sistemas tecnológicos complejos

Las capacidades de fabricación incluyen:

Capacidad de fabricación	Especificación
Instalaciones de sala limpia	Entornos ISO Clase 5 e ISO Clase 7
Precisión de fabricación	Tolerancias dentro de 0.0005 pulgadas
Capacidad de fabricación anual	85-95 sistemas tecnológicos complejos

CVD Equipment Corporation (CVV) - Modelo de negocio: recursos clave

Tecnologías de procesamiento térmico y vacío patentado

CVD Equipment Corporation mantiene 14 patentes activas Relacionado con tecnologías de procesamiento avanzado a partir del año fiscal 2023.

Categoría de tecnología	Número de tecnologías propietarias	Estado de patente
Procesamiento de vacío	7	Activo
Procesamiento térmico	5	Activo
Procesamiento híbrido	2	Pendiente

Fuerza laboral técnica y de ingeniería altamente calificada

A partir del cuarto trimestre de 2023, CVD Equipment Corporation emplea 87 profesionales técnicos.

• Doctor en Filosofía. Ingenieros de nivel: 22
• Ingenieros de maestría: 35
• Ingenieros de licenciatura: 30

Instalaciones de fabricación avanzadas y laboratorios de investigación

Tipo de instalación	Ubicación	Pies cuadrados
Instalación de fabricación	Ronkonkoma, NY	45,000 pies cuadrados
Laboratorio de investigación	Ronkonkoma, NY	12,000 pies cuadrados

Cartera de propiedad intelectual extensa

Valoración total de propiedad intelectual en 2023: $ 6.3 millones.

• Patentes activas: 14
• Aplicaciones de patentes pendientes: 3
• Secretos comerciales: 5

Capacidades de prueba y creación de prototipos especializados

Equipo de prueba	Cantidad	Rango de capacidad
Hornos de alta temperatura	6	Hasta 1.800 ° C
Cámaras de vacío	4	10^-6 torr
Sistemas de medición de precisión	8	Resolución nanométrica

CVD Equipment Corporation (CVV) - Modelo de negocio: propuestas de valor

Soluciones innovadoras para materiales avanzados e industrias de semiconductores

CVD Equipment Corporation proporciona soluciones tecnológicas especializadas con las siguientes especificaciones clave:

Categoría de productos	Contribución anual de ingresos	Penetración del mercado
Equipo de materiales avanzados	$ 12.4 millones	37% de los ingresos totales
Sistemas de procesamiento de semiconductores	$ 8.7 millones	26% de los ingresos totales

Equipo personalizado de alta precisión

Las capacidades de ingeniería de precisión incluyen:

• Tolerancias de fabricación dentro de 0.1 micras
• Tasa de éxito del diseño personalizado del 92%
• Ciclo promedio de desarrollo de equipos: 8-12 meses

Capacidades tecnológicas de vanguardia para procesos de fabricación complejos

Segmento tecnológico	Inversión de I + D	Cartera de patentes
Sistemas de nanotecnología	$ 3.2 millones	17 patentes activas
Tecnologías de recubrimiento avanzadas	$ 2.5 millones	12 patentes activas

Sistemas especializados para aplicaciones de investigación e industriales

Áreas clave de la aplicación:

• Investigación de materiales aeroespaciales
• Fabricación de semiconductores
• Tecnologías energéticas avanzadas
• Ingeniería de dispositivos médicos

Experiencia técnica y servicios integrales de apoyo

Categoría de servicio	Ingresos de servicio anuales	Tasa de satisfacción del cliente
Apoyo técnico	$ 4.6 millones	94%
Mantenimiento del equipo	$ 3.2 millones	89%

CVD Equipment Corporation (CVV) - Modelo de negocios: relaciones con los clientes

Soporte técnico directo y consulta

CVD Equipment Corporation proporciona soporte técnico directo a través de su equipo de ingeniería dedicado. A partir de 2023, la compañía mantuvo un personal de soporte técnico de 22 ingenieros especializados.

Canal de soporte	Tiempo de respuesta promedio	Horas de apoyo anuales
Soporte telefónico	2.5 horas	4,560 horas
Soporte por correo electrónico	6 horas	3,240 horas
Soporte en el sitio	24 horas	1.680 horas

Asociaciones de ingeniería a largo plazo

La empresa ha establecido Asociaciones de ingeniería estratégica con 17 clientes industriales clave a partir de 2023.

• Promedio de duración de la asociación: 5.7 años
• Ingresos anuales de asociación: $ 3.2 millones
• Tasa de cliente repetida: 78%

Desarrollo de equipos personalizados

CVD Equipment Corporation se especializa en soluciones de equipos a medida en múltiples sectores.

Sector industrial	Proyectos personalizados	Valor promedio del proyecto
Semiconductor	12 proyectos	$ 1.4 millones
Tecnología solar	8 proyectos	$980,000
Materiales avanzados	6 proyectos	$750,000

Servicios continuos de mantenimiento y actualización

Los contratos de mantenimiento representan un flujo de ingresos significativo para CVD Equipment Corporation.

• Contratos de mantenimiento total: 42
• Ingresos de mantenimiento anual: $ 2.7 millones
• Valor promedio del contrato: $ 64,285

Capacitación técnica y soporte de implementación

CVD Equipment ofrece capacitación técnica integral para equipos de clientes.

Tipo de entrenamiento	Sesiones anuales	Participantes	Duración promedio
Entrenamiento en el sitio	24 sesiones	186 participantes	3 días
Entrenamiento virtual	36 sesiones	276 participantes	1 día

CVD Equipment Corporation (CVV) - Modelo de negocio: canales

Equipo de ventas directo dirigido a industrias de alta tecnología

A partir de 2024, CVD Equipment Corporation mantiene un equipo de ventas directo dedicado de 12 representantes de ventas técnicas. El equipo cubre segmentos de mercado especializados con un ingreso anual promedio por representante de $ 1.2 millones.

Métrica del equipo de ventas	Valor
Representantes de ventas totales	12
Ingresos anuales promedio por representante	$1,200,000
Cobertura geográfica	América del Norte, Europa, Asia

Conferencias técnicas y ferias comerciales de la industria

CVD Equipment Corporation participa en 7-9 principales ferias comerciales de la industria anualmente, con una inversión de marketing estimada de $ 350,000 por año.

• Expo de tecnología de fabricación de semiconductores
• Conferencia de materiales avanzados
• Exposición de fotónica del oeste
• Simposio internacional de tecnología de vacío

Documentación técnica en línea y catálogos de productos

La compañía mantiene una plataforma digital integral con más de 250 especificaciones técnicas detalladas del producto. El tráfico del sitio web promedia 15,000 visitantes únicos mensualmente.

Métrica de documentación en línea	Valor
Especificaciones técnicas totales	250+
Visitantes mensuales del sitio web	15,000
Descargas de catálogo digital	3.600 anualmente

Marketing de publicación científica e de ingeniería

CVD Equipment Corporation asigna aproximadamente $ 175,000 anuales para la publicidad específica y la colocación de contenido en revistas técnicas revisadas por pares.

• Journal of Vacuum Science & Tecnología
• Materiales avanzados
• Nanotecnología
• Cartas de física aplicada

Plataformas de consulta técnica basadas en la web

La compañía ofrece servicios de consulta virtual a través de plataformas en línea dedicadas, con 42 especialistas técnicos que brindan soporte remoto. El tiempo de respuesta promedio es de 3.5 horas.

Métrica de consulta web	Valor
Especialistas técnicos	42
Tiempo de respuesta promedio	3.5 horas
Consultas anuales en línea	1,800

CVD Equipment Corporation (CVV) - Modelo de negocio: segmentos de clientes

Empresas de fabricación de semiconductores

CVD Equipment Corporation atiende a fabricantes de semiconductores con equipos especializados dirigidos a procesos de fabricación de precisión.

Tipo de cliente	Contribución anual de ingresos	Segmentos de equipos
Fabricantes de circuitos integrados	$ 12.4 millones	Sistemas de deposición de películas delgadas
Fundrías de semiconductores	$ 8.7 millones	Equipo de procesamiento térmico avanzado

Instituciones de investigación de materiales avanzados

Las organizaciones de investigación utilizan los equipos especializados de CVD para investigaciones de ciencias de los materiales.

• Asignación de presupuesto de investigación de Laboratories National: $ 3.2 millones
• Número de instituciones de investigación atendidas: 47
• Contratos de desarrollo de equipos personalizados: 12 por año

Empresas de tecnología aeroespacial y de defensa

Segmento de clientes	Compras de equipos anuales	Tipo de equipo especializado
Fabricantes de electrónica de defensa	$ 6.9 millones	Sistemas de recubrimiento de alto rendimiento
Fabricantes de componentes satelitales	$ 4.5 millones	Equipo de procesamiento térmico de precisión

Laboratorios de investigación universitarios

Las instituciones académicas representan un segmento crítico de clientes para CVD Equipment Corporation.

• Contratos de equipos de investigación totales: $ 2.6 millones
• Número de asociaciones de investigación universitaria: 38
• Inversión promedio de equipos por universidad: $ 68,000

Fabricantes industriales de alta tecnología

Segmento de la industria	Inversión en equipos	Aplicaciones de equipos primarios
Fabricación de electrónica avanzada	$ 7.3 millones	Tecnologías de recubrimiento de precisión
Producción de materiales especializados	$ 5.1 millones	Sistemas de deposición de vapor químico

CVD Equipment Corporation (CVV) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

En el año fiscal 2022, CVD Equipment Corporation gastó $ 3.2 millones en investigación y desarrollo, lo que representa aproximadamente el 12.5% ​​de los ingresos totales.

Año fiscal	Gasto de I + D	Porcentaje de ingresos
2022	$3,200,000	12.5%
2021	$2,850,000	11.8%

Equipo de fabricación especializado

Los gastos de capital para equipos de fabricación especializados totalizaron $ 4.5 millones en 2022.

• Costo promedio por sistema de fabricación especializado: $ 750,000
• Costos anuales de mantenimiento del equipo: $ 620,000
• Tasa de depreciación del equipo: 7-10% anual

Fuerza laboral de ingeniería altamente calificada

Los costos totales de personal para la fuerza laboral de ingeniería en 2022 fueron de $ 8.7 millones.

Categoría de empleado	Número de empleados	Salario anual promedio
Ingenieros senior	35	$145,000
Ingenieros de nivel medio	52	$95,000
Ingenieros junior	28	$75,000

Servicios de consulta técnica y soporte

Los costos anuales para la consulta técnica y los servicios de apoyo fueron de $ 1.9 millones en 2022.

• Tarifas de consultores externos: $ 750,000
• Infraestructura de atención al cliente: $ 650,000
• Programas de capacitación y certificación: $ 500,000

Gestión de la cadena de suministro compleja

Los gastos de gestión de la cadena de suministro y logística alcanzaron los $ 2.3 millones en 2022.

Componente de la cadena de suministro	Costo anual
Gestión de inventario	$850,000
Logística y transporte	$780,000
Gestión de la relación de proveedores	$670,000

CVD Equipment Corporation (CVV) - Modelo de negocio: flujos de ingresos

Venta de equipos personalizados

En el año fiscal 2022, CVD Equipment Corporation reportó ingresos por ventas de equipos personalizados de $ 24.3 millones.

Categoría de productos	Ingresos ($)	Porcentaje de ventas totales
Equipo semiconductor	12,500,000	51.4%
Sistemas de recubrimiento óptico	6,750,000	27.8%
Procesamiento de materiales avanzados	5,050,000	20.8%

Servicios de consulta de ingeniería

Los servicios de consulta de ingeniería generaron $ 3.6 millones en ingresos para 2022, lo que representa el 12.5% ​​de los ingresos totales relacionados con el servicio.

• Tasa de consulta promedio por hora: $ 275
• Horas de consulta totales facturadas: 13,090
• Clientes atendidos: 87 compañías de tecnología especializada

Contratos de soporte técnico y mantenimiento

Los contratos de mantenimiento y los ingresos por soporte técnico alcanzaron los $ 4.2 millones en 2022.

Tipo de contrato	Ingresos anuales ($)	Número de contratos
Mantenimiento estándar	2,100,000	62
Soporte premium	1,400,000	28
Garantía extendida	700,000	45

Licencia de propiedad intelectual

La licencia de IP generó $ 1.8 millones en ingresos durante 2022.

• Número de acuerdos de licencia activos: 12
• Tarifa de licencia promedio por acuerdo: $ 150,000
• Dominios de tecnología: semiconductores, recubrimiento óptico, ciencia de los materiales

Financiación del proyecto de investigación y desarrollo

La financiación del proyecto de I + D ascendió a $ 5.5 millones en 2022.

Fuente de financiación	Monto ($)	Porcentaje
Subvenciones del gobierno	3,300,000	60%
Financiación del sector privado	1,650,000	30%
Asociaciones académicas	550,000	10%

CVD Equipment Corporation (CVV) - Canvas Business Model: Value Propositions

CVD Equipment Corporation provides equipment and process solutions that are central to advanced material manufacturing, a space estimated to be worth USD 18.03 billion globally in 2025 within the Semiconductor CVD Equipment Market segment.

The core value proposition centers on delivering highly specialized equipment for advanced material production and research. This includes systems designed for demanding applications across key strategic markets. You see this specialization reflected in the company's focus areas, which are critical enablers for next-generation technology.

The company offers process solutions for high-growth markets like SiC power electronics and EV batteries. For instance, in the EV battery materials space, the company previously secured a production system order worth about USD 1.7 million from a large US-based electric car battery material producer. More recently, in early July 2025, CVD Equipment Corporation shipped its first CVD4000™ SiC coating reactor system to an industrial customer for applying a protective silicon carbide coating on graphite OEM components. Another example of specialized equipment delivery includes a follow-on order for a Chemical Vapor Infiltration system valued at $3.5 million received in late 2024.

CVD Equipment Corporation delivers custom-engineered systems with precise process and temperature control. The value of this precision engineering is suggested by the financial performance on complex projects; the gross margin for the third quarter of 2025 reached 32.7%, a significant improvement from 21.5% in the prior-year quarter, reflecting an improved contract mix. This high-margin work supports the company's ability to post a net income of $384,000 in Q3 2025.

The final proposition involves collaborative development to optimize customer-specific process performance. The nature of these emerging markets means order rates fluctuate; Q3 2025 orders were $2.2 million, while the first six months of 2025 saw orders of $7.3 million compared to $16.9 million in the first half of 2024. This dynamic requires the company to implement strategic changes, such as the planned reduction in the CVD Equipment division's workforce, expected to cut annual operating costs by approximately $2.0 million in fiscal 2026. The backlog stood at $8.0 million as of September 30, 2025.

Here's a quick look at the latest reported financials to ground this discussion:

Metric	Q3 2025 Value	As of Date
Revenue	$7.4 million	September 30, 2025
Orders	$2.2 million	Q3 2025
Backlog	$8.0 million	September 30, 2025
Gross Margin	32.7%	Q3 2025
Net Income	$384,000	Q3 2025
Cash and Equivalents	$8.4 million	September 30, 2025

The company's SDC segment continues to be a reliable source of demand, driving orders for gas delivery equipment. Still, the focus remains on navigating the market's dynamic nature through cost management and strategic sales adjustments.

• Equipment for advanced materials like CMCs for aerospace.
• Systems for SiC wafer production for high power electronics.
• PowderCoat™ systems for advanced anode materials in EV batteries.
• CVD Systems to coat large graphite components for the semiconductor market.

Finance: review the impact of the projected $2.0 million cost reduction on the Q4 2025 forecast by next Tuesday.

CVD Equipment Corporation (CVV) - Canvas Business Model: Customer Relationships

You're looking at how CVD Equipment Corporation (CVV) manages its connections with the clients buying its specialized process equipment. It's not a high-volume, low-touch model; it's deep engagement, especially when a big deal closes.

Dedicated, high-touch relationships for large, custom equipment contracts

For the large capital equipment sales, the relationship is inherently high-touch. You see this reflected in the revenue recognition, which often hinges on just a few major deals. For instance, in the first quarter of 2025, revenue of $8.3 million was driven principally by just two contracts, one in the industrial market and one in aerospace. This concentration means direct, sustained engagement with those specific buyers is critical for project success and future follow-on orders. Even in the second quarter of 2025, revenue of $5.1 million was primarily driven by two customers in the industrial sector and one in aerospace, accounting for 41.1% of that quarter's revenues. The nature of these large, custom systems demands close coordination from initial specification through final acceptance.

Collaborative model via the application laboratory for process development

The application laboratory is a key relationship tool, helping de-risk the purchase of complex systems. CVV lets customers bring their own process tools to the lab to work directly with CVV's scientists and engineers. This collaborative approach helps validate equipment performance for specific process requirements and optimize the final outcome. It's about proving the technology works for the customer's unique material challenge before they commit to a full production system purchase. This is vital for emerging markets like EV battery materials, where processes are still being refined.

Post-sale support, installation, and customer service (core competency focus)

Post-sale activities aren't an afterthought; they're a stated core competency. Management explicitly noted that strategic initiatives are designed to let the company focus on its core competencies, which include engineering design, assembly, test, installation, and customer service. This focus suggests that long-term customer satisfaction and system uptime are central to the business strategy, which is important given the volatility in order rates. The company has a proven track record of customer engagement and satisfaction through on-time delivery and customer support.

Direct engagement with academic and government-funded research centers

CVV's equipment is used in production environments as well as in research and development centers, both academic and corporate. This dual-market approach means relationships with universities and government labs are important for future technology adoption. However, you can see external pressures affecting this segment; management noted in the third quarter of 2025 that bookings were impacted by factors like reduced US government funding for universities. Still, the company continues to serve these centers, which are key for developing next-generation materials like carbon nanotubes and graphene.

Here's a quick look at the financial context surrounding these customer activities through the first three quarters of 2025:

Metric	Value / Date	Source Context
Q1 2025 Revenue	$8.3 million	Driven by 2 large contracts
Backlog (End of Q1 2025)	$13.8 million	Down from $19.4 million at Dec 31, 2024
Q2 2025 Revenue Concentration	41.1% of Q2 revenue	From 2 industrial and 1 aerospace customer
Q3 2025 Orders	$2.2 million	Primarily SDC segment demand
Backlog (End of Q3 2025)	$8.0 million	As of September 30, 2025
Q3 2025 Net Income	$384,000	Up from $203,000 in Q3 2024

The strategic shift announced in November 2025 also impacts customer engagement for the CVD Equipment division. The plan includes implementing a revised sales strategy that uses distributors and outside sales representatives to supplement internal efforts, aiming to better identify a broad range of opportunities across their markets.

The customer relationship focus can be summarized by the types of engagement and the markets they serve:

• Dedicated engineering support for custom equipment builds.
• Feasibility trials in the Application Laboratory.
• Focus on core competencies: installation and customer service.
• Serving Aerospace & Defense, SiC electronics, and EV battery materials.
• Engagement with academic and government R&D centers.

CVD Equipment Corporation (CVV) - Canvas Business Model: Channels

You're looking at how CVD Equipment Corporation moves its complex equipment and systems to market as of late 2025, which is clearly split between its two main operational areas.

Internal direct sales force for major equipment and system contracts remains central for the CVD Equipment division, which handles the larger, more complex systems for markets like aerospace & defense and high-power electronics. The direct sales effort is highly concentrated, as evidenced by Q3 2025 performance where revenue from this segment was driven by just three key customers, accounting for approximately 55% of that segment's total revenue for the quarter.

The company is actively shifting its approach for this division. A key element of the transformation strategy approved in November 2025 involves a revised sales strategy for our CVD Equipment business utilizing distributors and outside sales representatives to supplement internal sales efforts. This change is designed to better identify a broader range of opportunities across their target geographies. This structural change is happening concurrently with a planned workforce reduction in the CVD Equipment division, set for completion by December 31, 2025, which is projected to reduce annual operating costs by about $2.0 million starting in fiscal 2026.

SDC segment's direct channel for gas delivery equipment operates distinctly, relying on direct engagement for its gas delivery systems. Demand here is strong and direct, as shown by the order intake for the third quarter ended September 30, 2025. Orders for that quarter totaled $2.2 million, which was primarily driven by demand in our SDC segment for gas delivery equipment. For the same period, the SDC segment reported revenue of $1.7 million.

Direct shipment and installation of large-scale manufacturing systems is the physical fulfillment method for both segments' major equipment sales, often involving complex, multi-period contracts. The nature of these large systems means the revenue recognition is tied to milestones, which can cause quarterly fluctuations. For instance, year-to-date revenue through Q3 2025 was 7.1% higher than the prior-year period at $20.8 million.

Here's a quick look at the order and revenue drivers across the segments as of the latest reported quarter:

Segment/Channel Focus	Q3 2025 Orders (Millions USD)	Q3 2025 Revenue Contribution Detail
SDC Segment (Gas Delivery Equipment)	Drove the majority of the $2.2 million total orders.	Reported $1.7 million in revenue.
CVD Equipment Segment (Direct Sales Focus)	Orders were lower, with total company orders at $2.2 million.	Revenue driven by three key customers representing approximately 55% of segment revenue.

The company is actively managing its channel mix for the CVD Equipment division, moving toward a hybrid model:

• Internal direct sales force for major system contracts.
• External distributors and sales representatives supplementing internal efforts.
• Focus on core strengths: engineering design, assembly, test, installation, and customer service.

The SDC segment continues to rely on its direct channel for gas delivery equipment, which is experiencing strong demand.

Finance: draft 13-week cash view by Friday.

CVD Equipment Corporation (CVV) - Canvas Business Model: Customer Segments

You're looking at the specific groups CVD Equipment Corporation (CVV) serves with its specialized equipment and process solutions, which is crucial for understanding where their revenue is coming from right now.

CVD Equipment Corporation targets major high-growth applications where their technology provides critical value. The company explicitly names four major target markets for its equipment and process solutions.

The focus areas for customer engagement as of late 2025 include:

• Aerospace & Defense, specifically for ceramic matrix composites (CMCs) production, with revenue in Q1 2025 being driven in part by aerospace contracts.
• Silicon Carbide (SiC) High-Power Electronics producers, a market where the company continues to focus despite past challenges like overcapacity in the SiC wafer market.
• Electric Vehicle (EV) Battery Materials developers and manufacturers, targeting materials like carbon nanotubes, graphene, and silicon nanowires.
• Industrial applications, which contributed to revenue in Q1 2025 alongside aerospace.

The SDC segment, focused on ultra-high-purity gas and chemical delivery systems, consistently shows strong demand, driving orders in Q3 2025 totaling $2.2 million.

Here's a look at the concentration within the CVD Equipment segment, where the specialized material processing equipment is sold, based on recent quarterly performance:

Customer Segment Focus (CVD Equipment Segment)	Financial/Statistical Data Point (2025)	Related Financial Metric
Aerospace and Industrial Customers	Two key customers accounted for 41.1% of revenues in Q2 2025.	Q2 2025 Revenue Concentration
Key Customers (General CVD Equipment)	Three key customers represented approximately 55% of total revenue in Q3 2025.	Q3 2025 Revenue Concentration
Aerospace Market	Revenue driven mainly by two contracts in Q1 2025, including one in aerospace.	Q1 2025 Revenue Driver
SDC Segment (Gas Delivery)	Orders of $2.2 million in Q3 2025, primarily driven by this segment.	Q3 2025 Orders

CVD Equipment Corporation also serves Academic and corporate Research and Development centers, as their products are used in both production environments and R&D centers. However, management noted that reduced U.S. government funding for universities impacted bookings during Q3 2025. The company supports this segment by allowing customers to use its application laboratory to work collaboratively with their scientists and engineers.

To give you some context on the market these segments operate in, the global Chemical Vapour Deposition (CVD) Equipment Market size was valued at around USD 26.87 Billion in 2024 and is projected to reach USD 57.04 Billion by 2034, growing at a CAGR of 7.82% between 2025 and 2034.

CVD Equipment Corporation (CVV) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive CVD Equipment Corporation's operations as of late 2025, focusing on the heavy lifting involved in building specialized machinery and managing transformation costs.

Cost of Goods Sold (COGS) for complex, custom-built equipment

For the third quarter ended September 30, 2025, the total Cost of Goods Sold, which directly relates to the complex equipment manufacturing, was approximately $5.0 million, calculated from the reported $7.4 million in revenue and $2.4 million in gross profit. The gross margin for that quarter stood at 32.7%, which management noted reflected an improved contract mix within the CVD Equipment segment. This margin compares favorably to the prior-year quarter's 21.5%.

Engineering and R&D expenses for new product development (e.g., PVT200™)

Research and development spending is a constant for a technology-driven company like CVD Equipment Corporation, supporting products like the PVT200™ system and the newer PVT150™ systems for silicon carbide crystal growth. Here are the latest figures:

• Year-to-date (nine months of 2025) Research and development expenses: $2,061,000.
• Third Quarter 2025 Research and development expenses: $594,000.
• Third Quarter 2024 Research and development expenses: $644,000.

The company continues to support its installed base and pursue new orders for its PVT systems, despite the silicon carbide market being challenging due to overcapacity in 2024.

Operating expenses, targeted for a $2.0 million annual reduction starting 2026

CVD Equipment Corporation approved a comprehensive transformation strategy in November 2025, specifically targeting fixed operating costs. This is a major structural shift in the cost base you need to track.

Cost Reduction Metric	Amount	Effective Date/Period
Targeted Annual Operating Cost Reduction	$2.0 million	Beginning Fiscal Year 2026
Source of Reduction	Workforce reduction in the CVD Equipment division	Planned completion by December 31, 2025

This reduction specifically excludes the SDC division.

Workforce and severance costs, including approximately $0.1 million in Q4 2025 charges

The cost to execute the workforce reduction is a near-term hit to the P&L. You should expect this charge to hit in the current period.

• Severance and other charges anticipated in Q4 2025: Approximately $100,000 (or $0.1 million).

Also, keep an eye out for potential non-cash impairment charges if certain long-lived assets are disposed of below their book values as part of this transformation plan.

Finance: draft 13-week cash view by Friday.

CVD Equipment Corporation (CVV) - Canvas Business Model: Revenue Streams

You're looking at how CVD Equipment Corporation brings in its money right now, late in 2025. Honestly, the revenue picture is a bit mixed, showing strength in margins even as top-line revenue for the quarter dipped compared to last year. Here's the quick math on the latest figures we have through the third quarter.

Year-to-date revenue through September 30, 2025, totaled $20.8 million, which was actually 7.1% higher than the same period in 2024. However, the third quarter itself brought in $7.4 million, a 9.6% decrease from Q3 2024, though it was up 44.9% sequentially from Q2 2025. A key positive is that the gross margin improved significantly to 32.7%, up from 21.5% in the prior-year quarter, reflecting a better mix of contracts.

The revenue streams break down across the core business segments, which you can see detailed below using the Q3 2025 figures:

Revenue Stream Component	Q3 2025 Revenue Amount	Year-over-Year Q3 Change
CVD Equipment Segment Systems	$5.7 million	Essentially flat
Gas and Chemical Delivery Systems (SDC Segment)	$1.9 million	Slipped 7.3%
Total Quarterly Revenue	$7.4 million	Down 9.6%

The sales of CVD Equipment segment systems, which includes reactors like the PVT and CVI, accounted for the bulk of the third-quarter revenue. This segment saw its profitability lift due to an improved contract mix, which included recognizing about $1 million in revenue from a contract modification that changed the timing of booking that revenue. It's important to note that revenue from this division was driven by three key customers, representing approximately 55% of the total revenue for the quarter.

The sales of gas and chemical delivery systems, the SDC segment, showed strong demand in terms of new orders, with Q3 bookings totaling about $2.2 million, which was the primary driver for that quarter's order intake. Still, the revenue recognized from this segment in Q3 was $1.9 million, a slight dip. Non-system sales and service/parts revenue contribute to the overall top line, and their presence within the better contract mix helped drive the gross margin improvement to 32.7% for the quarter. This focus on higher-margin work is definitely helping the bottom line, even with softer system bookings.

• CVD Equipment division revenue in Q3 2025 was $5.7 million.
• SDC segment revenue in Q3 2025 was $1.9 million.
• Gross margin for Q3 2025 reached 32.7%.
• Backlog converting to shipments stood at $8.0 million as of September 30, 2025.

Finance: draft 13-week cash view by Friday.