ACM Research (ACMR)
NASDAQ:ACMR
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.4Last Year’s EPS
0.54Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights solid top-line growth (revenue +34.2%, shipments +53.6%), exceptional ECP growth (+204.9%) and clear progress on new product development, customer evaluations and global manufacturing expansion. These positives are tempered by a decline in cleaning revenue (-5.5%) despite higher cleaning shipments (+32%), lower net income and EPS, higher operating expenses, negative operating cash flow in the quarter, and elevated inventory levels. Overall, growth, product momentum and a strong cash position outweigh the near-term margin and timing headwinds, with management reiterating 2026 guidance and signaling further contribution from new products across the year.Company Guidance
Strong Revenue Growth
Revenue of $231.3 million in Q1 2026, up 34.2% year-over-year, driven by ECP and advanced packaging businesses.
Shipments Outpaced Revenue
Total shipments were $240.7 million, up 53.6% year-over-year; company expects shipment growth to outpace revenue for full-year 2026.
ECP / Furnace / Other Technology Surge
ECP, furnace and other technologies revenue of $84.2 million, up 204.9% year-over-year and representing 36.4% of sales for the quarter, driven by electroplating momentum and panel plating adoption.
Advanced Packaging Growth
Advanced packaging (excluding ECP), services and spares revenue grew 62% year-over-year to $24.5 million, reflecting expanding footprint in packaging wet-process equipment and services.
Gross Margin Within Long-Term Target
Q1 gross margin was 46.5%, above the midpoint of the long-term target range (42%–48%), reflecting favorable product mix and reduced inventory provision impacts.
Strong Balance Sheet and Capital Raised
Ending cash and equivalents, restricted cash and time deposits of $1.25 billion and net cash of $924.2 million; $110 million gross proceeds from February minority share sale of ACM Shanghai to fund global expansion.
New Product Momentum and Customer Evaluations
Multiple new products progressing: single-wafer SPM tools (expect >15–20 units delivered by year-end), panel-level horizontal plating (515x510 mm and 310x310 mm in backlog), first PECVD silicon carbon nitride system shipped for evaluation, and vertical furnace tools under evaluation.
Manufacturing & Global Expansion Progress
Lingang mini line fully operational accelerating qualification cycles; second Lingang building planned; Oregon facility on track for U.S.-made tool production and demo lab by year-end 2026; goal to have >20 tools installed outside Mainland China by end of 2026.
ACMR Earnings History
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 07, 2026 | $55.38 | $59.20 | +6.90% |
Feb 26, 2026 | $68.47 | $57.04 | -16.69% |
Nov 05, 2025 | $38.90 | $31.14 | -19.95% |
Aug 06, 2025 | $29.65 | $25.10 | -15.35% |
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 12, 2026, Before Open (Confirmed).
What is ACM Research (ACMR) earnings time?
ACM Research (ACMR) earnings time is at Aug 12, 2026, 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 2026 (Q2) is 0.4.