Earnings summaries and quarterly performance for ACM Research.
Executive leadership at ACM Research.
David H. Wang
Detailed
Chief Executive Officer and President
CEO
FC
Fuping Chen
Detailed
Vice President, Sales—China
JW
Jian Wang
Detailed
Chief Executive Officer and President, ACM Research (Shanghai), Inc.
LF
Lisa Feng
Detailed
Chief Financial Officer, ACM Research (Shanghai), Inc.
MM
Mark McKechnie
Detailed
Chief Financial Officer, Treasurer and Secretary
SC
Sotheara Cheav
Detailed
Senior Vice President, Manufacturing
Board of directors at ACM Research.
Research analysts who have asked questions during ACM Research earnings calls.
Mark Miller
The Benchmark Company LLC
3 questions for ACMR
Also covers: ACLS, AEIS, ASYS +11 more
YS
Yu Shi
Susquehanna International Group, LLP
3 questions for ACMR
Also covers: ACLS, AMAT, AMKR +11 more
EL
Edison Lee
Jefferies LLC
2 questions for ACMR
Also covers: GDS, VNET
Charles Shi
Needham & Company
1 question for ACMR
Also covers: ACLS, ALTR, AMAT +18 more
Jun Hang
J.P. Morgan
1 question for ACMR
MC
Matt Cook
Potento
1 question for ACMR
SD
Sujeeva De Silva
Roth MKM
1 question for ACMR
Also covers: AEVA, ALAB, AMBA +16 more
SD
Suji Desilva
ROTH MKM
1 question for ACMR
Also covers: AEVA, AKTS, ALAB +18 more
YL
Yongwei Lei
UBS
1 question for ACMR
Recent press releases and 8-K filings for ACMR.
ACM Research (Shanghai) Provides Q4 2025 Revenue Update and 2026 Outlook
ACMR
Guidance Update
Profit Warning
New Projects/Investments
- ACM Research (Shanghai) reported a quarter-over-quarter revenue decline in Q4 2025, attributed to equipment delivery postponements to Q1 2026 and revenue recognition policies.
- For 2026, ACM Research (Shanghai) anticipates a gross margin in the range of 42%-48% and R&D expenses as a percentage of revenue in the range of 14%-19%.
- In 2025, advanced packaging equipment (excluding electroplating) accounted for approximately 10% of total revenue, with electroplating equipment contributing over 20%; advanced packaging is expected to be a key driver for revenue growth in 2026.
- The company plans for accelerated overseas market expansion in 2026, following product deliveries to Singapore and four systems to U.S. customers in 2025, and is actively expanding into Taiwan and South Korea.
3 hours ago
ACM Research Updates 2025 and Provides Initial 2026 Revenue Outlook
ACMR
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- ACM Research updated its full-year 2025 revenue outlook to a range of $885 million to $900 million, revised from the previous range of $875 million to $925 million.
- The company also provided an initial full-year 2026 revenue outlook, projecting revenue between $1,080 million and $1,175 million.
- This 2026 projection anticipates a higher revenue growth rate due to healthy investments in production capacity and market share gains from newer products.
Jan 22, 2026, 1:26 PM
ACM Research Updates 2025 and Provides 2026 Revenue Outlook
ACMR
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- ACM Research updated its full year 2025 revenue outlook to a range of $885 to $900 million, a revision from its previous outlook of $875 million to $925 million.
- The company also provided an initial full year 2026 revenue outlook of $1,080 million to $1,175 million.
- This 2026 revenue growth is anticipated due to healthy investments in production capacity, market share gains from newer products, and accelerating investments in Oregon to support domestic semiconductor production.
Jan 22, 2026, 11:00 AM
AMC Robotics Establishes Vietnam Subsidiary for Manufacturing Expansion
ACMR
New Projects/Investments
- On January 5, 2026, AMC Robotics Corporation announced the establishment of AMCV Company Limited, a wholly owned subsidiary in Ho Chi Minh City, Vietnam.
- This subsidiary will serve as a dedicated regional manufacturing and operations hub to support the manufacturing and production scale-up of its Kyro™ quadruped robotic dog.
- The strategic expansion aims to improve production efficiency, enhance cost structure, and shorten lead times for Kyro™'s commercial deployments, with future plans to potentially establish a Research and Development Center in Vietnam.
Jan 5, 2026, 12:30 PM
ACM Research (Shanghai) Reports Q3 2025 Performance and Provides Outlook
ACMR
Earnings
Guidance Update
New Projects/Investments
- ACM Research (Shanghai), Inc. (ACMSH) provided a brief introduction to its Q3 2025 results and financial performance during an investor relations activity on November 13, 2025.
- As of September 29, 2025, ACMSH's order backlog was approximately RMB 9.072 billion, marking a 34.10% year-on-year increase. Memory products constitute a larger portion of this backlog, with an average delivery lead time of around 6 months.
- The company expects its gross margin to remain in the 42%-48% range on a sustainable basis.
- Management anticipates continued growth in advanced packaging demand and plans to disclose its 2026 revenue outlook in January 2026.
Nov 21, 2025, 9:03 PM
ACM Research Reports Third Quarter 2025 Results
ACMR
Earnings
Guidance Update
New Projects/Investments
- ACM Research reported revenue of $269.2 million for the third quarter ended September 30, 2025, representing a 32.0% increase compared to the third quarter of 2024.
- GAAP net income attributable to ACM Research, Inc. was $35.9 million, with diluted EPS of $0.52 for Q3 2025.
- The company narrowed its revenue guidance range for fiscal year 2025 to $875 million to $925 million.
- As of September 30, 2025, cash and cash equivalents, plus restricted cash and short-term and long-term time deposits, totaled $1,098.3 million.
- In September 2025, ACM Shanghai raised approximately $623 million in net proceeds from a capital raise on the STAR Market, which resulted in ACM's equity interest in ACM Shanghai declining to 74.6%.
Nov 5, 2025, 1:16 PM
ACMR Reports Q3 2025 Financial Results and Updates 2025 Revenue Guidance
ACMR
Earnings
Guidance Update
New Projects/Investments
- ACMR reported $269.2 million in revenue for Q3 2025, marking a 32.0% year-over-year increase.
- Diluted GAAP earnings per share increased to $0.52 in Q3 2025 from $0.45 in Q3 2024, while diluted non-GAAP earnings per share decreased to $0.36 from $0.63 in the same period. GAAP gross margin was 42.0% and non-GAAP gross margin was 42.1%.
- The company updated its 2025 revenue guidance range to $875 million - $925 million, a revision from the prior range of $850 million - $950 million.
- Operationally, ACM Shanghai completed a second capital raise of $623 million net and paid a $37 million net dividend in Q3 2025. ACM also purchased an Oregon R&D and Clean Room Facility on October 1, 2024, to expand its R&D and demonstration capabilities in the U.S. market.
Nov 5, 2025, 1:00 PM
ACMR Reports Strong Q3 2025 Revenue Growth and Narrows Full-Year Outlook
ACMR
Earnings
Guidance Update
New Projects/Investments
- ACM Research reported Q3 2025 revenue of $269 million, a 32% year-over-year increase, with shipments at $263.1 million. The gross margin was 42.1%, at the low end of the target range, due to product mix and inventory provisions.
- The full-year 2025 revenue outlook was narrowed to $875 million-$925 million, implying 15% year-over-year growth at the midpoint.
- Net cash significantly increased to $811 million following ACM Shanghai's secondary capital raising of approximately $623 million, with funds allocated for investments in the Lingang Mini line and R&D.
- The company is advancing new product lines, including shipping its first KR4 high throughput track platform in Q3 and planning to ship its first panel level packaging system in Q4, with new cleaning products, furnace, and PCVD expected to contribute more significantly to revenue in 2026.
Nov 5, 2025, 1:00 PM
ACM Research Announces Preliminary Unaudited Q3 2025 Revenue and Shipments
ACMR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ACM Research, Inc. (ACMR) expects preliminary unaudited revenue for the third quarter of 2025 to be in the range of $264 million to $267 million, representing year-over-year growth of 29% to 31%.
- Preliminary total shipments for Q3 2025 are anticipated to be between $257 million and $262 million, indicating a year-over-year change of flat to down 2%.
- The company will release its full financial results for the third quarter of 2025 and provide its revenue outlook for the remainder of the year on an earnings call scheduled for November 5, 2025.
Oct 29, 2025, 5:20 PM
ACM Research Announces Preliminary Q3 2025 Revenue and Shipments
ACMR
Guidance Update
Revenue Acceleration/Inflection
- ACM Research expects preliminary unaudited revenue for the third quarter of 2025 to be in the range of $264 million to $267 million, which would represent year-to-year growth of 29% to 31%.
- Preliminary total shipments for the third quarter of 2025 are anticipated to be between $257 million and $262 million, indicating a year-to-year change of flat to down 2%.
- The company will discuss its full financial results for Q3 2025 and its revenue outlook on an earnings call scheduled for November 5, 2025.
Oct 29, 2025, 11:00 AM
Quarterly earnings call transcripts for ACM Research.
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