The earnings call presented a mixed picture, with notable achievements in revenue growth, market recognition, and product innovation. However, challenges such as a decline in shipments and a complex trade environment were highlighted. The company's strategic initiatives in the U.S. and its innovative product offerings position it well for future growth.

Company Guidance -

Q2 2025

During the ACM Research First Quarter 2025 Earnings Conference Call, the company provided guidance for the fiscal year 2025. ACM is maintaining its revenue outlook in the range of $850 million to $950 million, which implies a year-over-year growth of 15% at the midpoint. The company anticipates a return to year-over-year shipment growth in the second quarter of 2025, despite a decline in shipments in the first quarter compared to the previous year. Gross margin for Q1 2025 was reported at 48.2%, which exceeded their long-term target range of 42% to 48%. ACM expects R&D expenses to be 13% to 14% of revenue, with sales and marketing at 7%, and general and administrative expenses in the range of 5% to 6%. The effective tax rate for 2025 is projected to be between 10% and 15%. The company is also investing in U.S. infrastructure, with plans to add initial manufacturing capabilities at its Oregon facility, which currently spans 40,000 square feet. ACM continues to focus on delivering innovative semiconductor equipment solutions and aims to achieve its long-term revenue target of $3 billion, equally split between China and global markets.

Record Revenue Growth

Revenue for Q1 2025 was $172 million, up 13.2% compared to Q1 2024.

Strong Gross Margin Performance

Gross margin was 48.2%, exceeding the targeted range of 42% to 48%.

Recognition in Semiconductor Industry

ACM was listed among the Top 20 Global Semiconductor Equipment companies for 2024 by a leading market research firm.

Innovative Product Development

ACM's Panel Level Packaging tool received the 3D InCites Technology Enablement Award for high performance AI chip packaging.

Market Share Growth in China

ACM's market share in wafer cleaning and cleaning products in China reached over 25%, translating to over 9% globally for each category.

Expansion in the U.S. Market

Investment in an Oregon facility for demo lab, clean room, and initial production to reduce tariff uncertainties and support U.S. customers.

Furnace Product Advancements

Strong traction for furnace products with high temperature annealing solutions for power semiconductor IGBT devices.

ACM Research (ACMR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ACMR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2025	2025 (Q2)	0.48 / -	0.55	―	―	―
May 08, 2025	2025 (Q1)	0.32 / 0.46	0.52	-11.54% (-0.06)
Feb 26, 2025	2024 (Q4)	0.40 / 0.56	0.43	30.23% (+0.13)
Nov 07, 2024	2024 (Q3)	0.38 / 0.63	0.57	10.53% (+0.06)
Aug 07, 2024	2024 (Q2)	0.34 / 0.55	0.48	14.58% (+0.07)
May 08, 2024	2024 (Q1)	0.31 / 0.52	0.15	246.67% (+0.37)
Feb 28, 2024	2023 (Q4)	0.16 / 0.43	0.19	126.32% (+0.24)
Nov 07, 2023	2023 (Q3)	0.34 / 0.57	0.42	35.71% (+0.15)
Aug 04, 2023	2023 (Q2)	0.17 / 0.48	0.22	118.18% (+0.26)
May 05, 2023	2023 (Q1)	0.03 / 0.15	-0.01	1600.00% (+0.16)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ACMR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$20.03	$22.43	+11.98%
Feb 26, 2025	$22.94	$27.69	+20.71%
Nov 07, 2024	$18.95	$20.60	+8.71%
Aug 07, 2024	$15.12	$17.59	+16.34%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ACM Research (ACMR) report earnings?

ACM Research (ACMR) is schdueled to report earning on Aug 06, 2025, Before Open (Confirmed).

What is ACM Research (ACMR) earnings time?

ACM Research (ACMR) earnings time is at Aug 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ACMR EPS forecast?

ACMR EPS forecast for the fiscal quarter 2025 (Q2) is 0.49.

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