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AMKOR TECHNOLOGY (AMKR)

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Earnings summaries and quarterly performance for AMKOR TECHNOLOGY.

Research analysts who have asked questions during AMKOR TECHNOLOGY earnings calls.

RA

Randy Abrams

UBS Group AG

8 questions for AMKR

Also covers: UMC
SB

Steve Barger

KeyBanc Capital Markets Inc.

8 questions for AMKR

Also covers: AEIS, AME, FLEX +12 more
Craig Ellis

Craig Ellis

B. Riley Securities

7 questions for AMKR

Also covers: ACLS, AKTS, AOSL +17 more
PP

Peter Peng

Evercore ISI

7 questions for AMKR

Also covers: MKSI, MTSI, QRVO +4 more
SF

Steven Fox

Fox Research

5 questions for AMKR

Also covers: APH, BDC, BHE +23 more
BR

Ben Reitzes

Melius Research LLC

4 questions for AMKR

Also covers: AAPL, AMD, ANET +10 more
Charles Shi

Charles Shi

Needham & Company

3 questions for AMKR

Also covers: ACLS, ACMR, ALTR +18 more
JM

Joseph Moore

Morgan Stanley

3 questions for AMKR

Also covers: ADI, AEVA, ALAB +22 more
TD

Thomas Diffely

D.A. Davidson & Co.

3 questions for AMKR

Also covers: ACLS, AEHR, FORM +3 more
BR

Benjamin Reitzes

Melius Research

2 questions for AMKR

Also covers: AAPL, AMD, ANET +7 more
DP

Denis Pyatchanin

Stifel Financial Corp.

2 questions for AMKR

Also covers: ACLS, CAMT, COHU +3 more
RC

Ross Cole

Needham & Company, LLC

2 questions for AMKR

Also covers: ACLS, ALIT, AXTI +6 more
TD

Tom Diffely

D.A. Davidson Companies

2 questions for AMKR

Also covers: ACLS, FORM, ICHR +2 more
JS

James Schneider

Goldman Sachs

1 question for AMKR

Also covers: ACN, AMAT, AMT +29 more
JM

Joe Moore

Morgan Stanley

1 question for AMKR

Also covers: ADI, AEVA, ALAB +13 more
JL

Joseph Lawrence Moore

Morgan Stanley

1 question for AMKR

PP

Peter Pang

JPMorgan Chase & Co.

1 question for AMKR

Also covers: MKSI, SWKS
TR

Thomas Robert Diffely

D.A. Davidson

1 question for AMKR

TH

Toshiya Hari

Goldman Sachs Group, Inc.

1 question for AMKR

Also covers: AMAT, AMD, ARM +17 more
YS

Yu Shi

Susquehanna International Group, LLP

1 question for AMKR

Also covers: ACLS, ACMR, AMAT +11 more

Recent press releases and 8-K filings for AMKR.

Amkor Technology's Selling Stockholder Announces Secondary Offering
AMKR
  • On February 12, 2026, Amkor Technology, Inc. entered into an underwriting agreement with Goldman Sachs & Co. LLC and 915 Investments, LP, a stockholder, for the sale of common stock.
  • The selling stockholder is offering 10,000,000 shares of the Company's common stock at a price of $48.75 per share.
  • The selling stockholder also granted the underwriter a 30-day option to purchase up to an additional 1,500,000 shares of Common Stock.
  • The Company has agreed to a 75-day lock-up period during which it will not offer or sell shares, and the selling stockholder has agreed to a 180-day lock-up period for its remaining shares.
  • The closing date for this transaction is scheduled for February 17, 2026.
Feb 13, 2026, 10:09 PM
Amkor Technology Announces Pricing of Secondary Stock Offering
AMKR
  • Amkor Technology announced the pricing of a secondary public offering of 10,000,000 shares of common stock by the Kim Family at $48.75 per share.
  • The selling stockholder, 915 Investments, LP, is an investment vehicle for members of the Kim Family, who will continue to own over 49% of Amkor's Common Stock after the offering.
  • Amkor Technology will not receive any proceeds from the sale of these shares.
  • Goldman Sachs & Co. LLC is serving as the sole bookrunning manager for the offering.
  • The selling stockholder has entered into a 180-day lock-up agreement, and the Company expects to enter into a 75-day clear market provision.
Feb 13, 2026, 2:38 AM
Amkor's Kim Family Prices Secondary Offering
AMKR
  • 915 Investments, an investment vehicle for members of the Kim family and chair Susan Y. Kim, priced a secondary underwritten offering of 10 million shares of Amkor Technology at $48.75 per share.
  • Amkor Technology will receive no proceeds from this sale, as all shares are being sold by the existing shareholder, though the Kim family will still own more than 49% of the company after the transaction.
  • Following the announcement, Amkor shares experienced a decline of approximately 6-7% in trading, with an intraday drop to about $48.44.
Feb 12, 2026, 11:35 PM
Amkor Technology Announces Secondary Offering by Kim Family
AMKR
  • Amkor Technology announced a secondary underwritten public offering of 10,000,000 shares of its common stock.
  • The shares are being sold by 915 Investments, LP, an investment vehicle for the Kim Family, and Amkor Technology will not receive any proceeds from this sale.
  • Following the offering, the Kim Family will continue to own over 49% of Amkor’s Common Stock.
  • Goldman Sachs & Co. LLC is serving as the sole bookrunning manager for the offering.
Feb 12, 2026, 9:09 PM
Amkor Technology Reports Strong Q4 and Full-Year 2025 Results, Issues Q1 2026 Guidance, and Announces Significant 2026 CapEx
AMKR
Earnings
Guidance Update
New Projects/Investments
  • Amkor Technology reported Q4 2025 revenue of $1.89 billion and EPS of $0.69, exceeding guidance, contributing to a 6% full-year 2025 revenue growth to $6.7 billion.
  • For Q1 2026, the company forecasts revenue between $1.6 billion and $1.7 billion, representing a 25% year-on-year increase at the midpoint, with EPS projected between $0.18 and $0.28.
  • Kevin Engel has assumed the role of CEO, leading the company into its next growth phase.
  • Amkor plans substantial capital expenditures for 2026, ranging from $2.5 billion to $3 billion, with a significant portion (65%-70%) dedicated to facility expansion, including the Arizona campus, and 30%-35% for advanced packaging capacity.
  • The company expects strong growth in 2026, particularly in computing (over 20% growth) and advanced automotive, driven by demand for AI and high-performance computing.
Feb 9, 2026, 10:00 PM
AMKR Announces Q4 and Full Year 2025 Financial Results, Provides Q1 2026 Guidance
AMKR
Earnings
Guidance Update
New Projects/Investments
  • AMKR reported Q4 2025 revenue of $1.89 billion and diluted earnings per share (EPS) of $0.69.
  • For the full year 2025, the company achieved revenue of $6.7 billion and diluted EPS of $1.50.
  • The company issued Q1 2026 guidance, projecting net sales between $1.6 billion and $1.7 billion and diluted EPS between $0.18 and $0.28.
  • AMKR concluded 2025 with a strong balance sheet, reporting $2 billion in cash and short-term investments and $3 billion in liquidity.
Feb 9, 2026, 10:00 PM
Amkor Technology Reports Strong Q4 and Full-Year 2025 Results, Projects Significant 2026 CapEx and Growth
AMKR
Earnings
Guidance Update
New Projects/Investments
  • Amkor Technology reported Q4 2025 revenue of $1.89 billion and EPS of $0.69, contributing to full-year 2025 revenue of $6.7 billion and EPS of $1.50.
  • For Q1 2026, revenue is projected between $1.6 billion and $1.7 billion (a 25% year-on-year increase at the midpoint), with EPS expected between $0.18 and $0.28.
  • The company plans significant investments, with 2026 Capital Expenditures increasing to $2.5 billion to $3 billion, primarily for facility expansion (including the Arizona campus) and advanced packaging capacity like HDFO and test.
  • Kevin Engel took over as CEO and highlighted strategic growth in advanced packaging, particularly in computing (expected to grow over 20% in 2026), and the expansion of the company's global footprint.
Feb 9, 2026, 10:00 PM
Amkor Technology Reports Strong Q4 2025 Results, Issues Robust Q1 2026 Guidance, and Plans Significant 2026 CapEx
AMKR
Earnings
Guidance Update
New Projects/Investments
  • Amkor Technology reported strong Q4 2025 revenue of $1.89 billion and EPS of $0.69, outperforming guidance, contributing to full-year 2025 revenue of $6.7 billion and EPS of $1.50.
  • For Q1 2026, revenue is projected between $1.6 billion and $1.7 billion, representing a 25% year-on-year increase at the midpoint, with EPS expected between $0.18 and $0.28.
  • The company forecasts a significant increase in 2026 Capital Expenditures to $2.5 billion-$3 billion, with 65%-70% allocated to facility expansion, including the Arizona campus, and 30%-35% for HDFO, test, and other advanced packaging capacity.
  • Strategic focus remains on advanced packaging, with two additional HDFO programs for AI data centers in final qualification expected to launch into high volume in the second half of 2026, driving anticipated computing revenue growth over 20% for the full year.
Feb 9, 2026, 10:00 PM
Amkor Technology Reports Q4 and Full Year 2025 Financial Results
AMKR
Earnings
Guidance Update
Dividends
  • Amkor Technology reported net sales of $1.89 billion and net income of $172 million for the fourth quarter ended December 31, 2025.
  • For the full year 2025, the company achieved net sales of $6.71 billion, net income of $374 million, and EBITDA of $1.16 billion.
  • The company's Board of Directors announced a 1% increase in the quarterly cash dividend to $0.08352 per share, effective with the dividend paid on December 23, 2025.
  • Amkor Technology provided guidance for the first quarter 2026, expecting net sales between $1.60 billion and $1.70 billion and net income between $45 million and $70 million.
  • The company ended 2025 with total cash and short-term investments of $1.99 billion and total debt of $1.45 billion.
Feb 9, 2026, 9:08 PM
Amkor Technology Reports Q4 and Full Year 2025 Financial Results, Provides Q1 2026 Guidance
AMKR
Earnings
Guidance Update
Dividends
  • Amkor Technology reported Q4 2025 net sales of $1.89 billion and net income of $172 million, with full year 2025 net sales reaching $6.71 billion and net income of $374 million.
  • For the full year 2025, the company generated EBITDA of $1.16 billion and free cash flow of $308 million.
  • As of December 31, 2025, Amkor held $1.99 billion in total cash and short-term investments against $1.45 billion in total debt.
  • The Board of Directors approved a 1% increase in the quarterly cash dividend to $0.08352 per share.
  • For Q1 2026, Amkor forecasts net sales of $1.60 billion to $1.70 billion and net income of $45 million to $70 million, or $0.18 to $0.28 per diluted share, with full year 2026 capital expenditures projected at $2.5 billion to $3.0 billion.
Feb 9, 2026, 9:04 PM