ASM Pacific Technology Limited (ASMVF)
OTHER OTC:ASMVF
Earnings Data
Report Date
Apr 16, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.03Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a generally constructive operational and commercial picture: strong bookings (+21.7% Y/Y), backlog/book-to-bill >1, meaningful TCB and advanced-packaging traction (TCB revenue +146% Y/Y, AP +30.2% Y/Y), and shareholder returns. However, the positives are tempered by margin compression (FY gross margin down 172 bps), rising operating expenses, an isolated order cancellation with inventory provisions, ongoing softness in automotive/industrial end markets outside China, and a Q1 2026 revenue midpoint that implies a large year-on-year decline (≈29.5%). On balance the company appears to be executing well on technology and demand capture, but near-term profitability and revenue conversion face headwinds.Company Guidance
Strong Bookings and Full-Year Revenue Growth
Group bookings reached USD 1.86 billion, up 21.7% year-on-year; full year revenue was USD 1.76 billion, up 10.0% year-on-year, driven largely by TCB and AI-related demand.
TCB Technology Leadership and TAM Expansion
TCB momentum: record TCB revenue growth (~146% year-on-year). Management updated the TCB TAM from ~USD 759 million in 2025 to USD 1.6 billion by 2028 (CAGR ~30%) and targets a 35%–40% market share.
Advanced Packaging (AP) Strong Performance
Advanced packaging revenue grew 30.2% year-on-year and increased its contribution to group revenue from 26% in 2024 to 30% in 2025, with broad adoption across logic, memory (HBM), photonics and SiP.
Robust Q4 Operational Momentum
Q4 continuing-operations revenue of USD 508.9 million (+12.2% Q-on-Q, +30.9% Y-on-Y). SEMI Q4 revenue USD 245.6 million (+9.4% Q-on-Q, +19.5% Y-on-Y); SMT Q4 revenue USD 263.3 million (+15.0% Q-on-Q, +43.8% Y-on-Y). Q4 adjusted net profit HKD 119.9 million (+42.2% Q-on-Q, +390.7% Y-on-Y).
Healthy Backlog and Book-to-Bill
Group book-to-bill was 1.05 (highest since 2021) with a healthy backlog (management noted backlog 'almost over USD 800 million' and a ~60/40 SEMI/SMT split by backlog quantum).
Strong Capital Returns
Board recommended a final dividend of HKD 0.34 per share and a special cash dividend of HKD 0.79 per share; combined with interim dividend HKD 0.26, total dividend for 2025 is HKD 1.39 per share, reflecting commitment to return excess cash.
ASMVF 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
ASMVF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $15.00 | $15.00 | 0.00% |
Oct 28, 2025 | $10.50 | $10.50 | 0.00% |
Jul 22, 2025 | $7.80 | $8.02 | +2.81% |
Apr 29, 2025 | $5.96 | $5.96 | 0.00% |
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 ASM Pacific Technology Limited (ASMVF) report earnings?
ASM Pacific Technology Limited (ASMVF) is schdueled to report earning on Apr 16, 2026, TBA (Confirmed).
What is ASM Pacific Technology Limited (ASMVF) earnings time?
ASM Pacific Technology Limited (ASMVF) earnings time is at Apr 16, 2026, TBA (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 ASMVF EPS forecast?
ASMVF EPS forecast for the fiscal quarter 2026 (Q1) is 0.07.