ACM Research's earnings call showcased strong revenue growth and innovative product developments, especially with the upgrade to their Ultra C wb wet bench cleaning tool. The company exceeded gross margin expectations and raised long-term revenue targets for Mainland China. However, the slower year-over-year shipment growth, increased operating expenses, and higher long-term borrowings present challenges. Despite these issues, the positive highlights slightly outweigh the lowlights, reflecting a cautiously optimistic outlook.

Company Guidance -

Q3 2025

During the ACM Research Second Quarter 2025 Earnings Conference Call, the company provided guidance highlighting several key metrics and growth drivers. For Q2 2025, ACM reported a revenue of $215 million, marking a 25% sequential increase and a 6% year-over-year growth. Shipments were valued at $206 million, showing a 32% sequential increase and a modest 2% year-over-year growth. The gross margin exceeded expectations at 48.7%, surpassing the target range of 42% to 48%. The company ended the quarter with a net cash position of $206 million. Additionally, ACM increased its long-term revenue target for Mainland China to $2.5 billion, up from the previous $1.5 billion, and raised its overall long-term revenue target to $4 billion from $3 billion. The guidance underscores ACM's focus on expanding its product portfolio, particularly in cleaning and plating technologies, and its commitment to innovation to support market share gains and meet the demands of the semiconductor industry's evolving needs.

Strong Revenue Growth

ACM Research reported revenue of $215 million for Q2 2025, up 25% sequentially and 6% year-over-year.

Gross Margin Exceeds Expectations

The company's gross margin was 48.7%, surpassing the target range of 42% to 48%.

Innovative Product Developments

Announced a major upgrade to the Ultra C wb wet bench cleaning tool with proprietary nitrogen bubbling technology. Received repeat orders for this tool.

Long-term Revenue Target Raised for Mainland China

ACM increased its long-term revenue target for Mainland China to $2.5 billion from $1.5 billion, driven by an updated market size assumption and increased market share targets.

Progress in U.S. Market

Plans to deliver several tools to the U.S. in the third quarter, with active evaluations across a range of cleaning process steps.

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
Nov 06, 2025	2025 (Q3)	0.55 / -	0.63	―	―	―
Aug 06, 2025	2025 (Q2)	0.48 / 0.54	0.55	-1.82% (-0.01)
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)

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
Aug 06, 2025	$29.65	$25.10	-15.35%
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%

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 Nov 06, 2025, Before Open (Confirmed).

What is ACM Research (ACMR) earnings time?

ACM Research (ACMR) earnings time is at Nov 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 (Q3) is 0.55.

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