The earnings call showcased strong demand across key segments, particularly driven by AI advancements, resulting in better-than-expected financial performance. However, challenges such as revenue decline in SMT, foreign exchange headwinds, and volatility in TCB bookings were noted.

Company Guidance -

Q3 2025

During ASMPT's second-quarter 2025 investor conference call, the company provided several key metrics and guidance for the upcoming quarter. For the first half of 2025, the company's Advanced Packaging (AP) business increased its revenue contribution to around 39% of total group revenue, approximately USD 326 million, driven by ongoing demand for Thermo-Compression Bonding (TCB) tools. The group's bookings reached USD 912.8 million, showing a 10.5% growth half-on-half and 12.4% growth year-on-year, with a book-to-bill ratio above 1 for two consecutive quarters. ASMPT maintained a gross margin of 40.3%, up 121 basis points half-on-half, despite foreign exchange headwinds. The group expects revenue for the third quarter of 2025 to be between USD 445 million and USD 505 million, which is above market consensus, and foresees sustained growth in AP revenue, supported by strong AI tailwinds and their technological leadership. Operating profit reached HKD 329.3 million, up 79.5% half-on-half, though down 12.2% year-on-year, and the company declared a dividend of HKD 0.26 per share, consistent with their policy of distributing about 50% of annual profits as dividends.

Strong Demand Driven by AI Tailwinds

For the first half of 2025, ASMPT achieved better-than-expected bookings, with the group's Advanced Packaging (AP) continuing to grow, driven by Thermo-Compression Bonding (TCB) tools. Orders in the first half were up 50% year-on-year.

Significant Revenue Growth in SEMI Segment

SEMI delivered strong revenue growth of 31.7% year-on-year and 6.1% half-on-half, with TCB tools for logic and memory solutions being the largest revenue drivers in Q2.

Solid Financial Performance

The group delivered revenue of USD 837.6 million, with bookings reaching USD 912.8 million, showing a 10.5% growth half-on-half and 12.4% growth year-on-year. Adjusted net profit was HKD 218.1 million, up 95.7% half-on-half.

Positive Outlook for Q3 2025

The group expects Q3 2025 revenue to be between USD 445 million and USD 505 million, up 10.8% year-on-year and 8.9% quarter-on-quarter at midpoint, which is above market consensus.

ASM Pacific Technology (ASMVF) 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 >

ASMVF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.05 / -	0.008	―	―	―
Jul 22, 2025	2025 (Q2)	0.04 / 0.04	0.042	-3.03% (>-0.01)
Apr 29, 2025	2025 (Q1)	0.03 / 0.03	0.055	-53.49% (-0.03)
Feb 24, 2025	2024 (Q4)	0.04 / 0.03	0.023	11.11% (<+0.01)
Oct 29, 2024	2024 (Q3)	0.07 / <0.01	0.005	50.00% (<+0.01)
Jul 23, 2024	2024 (Q2)	0.07 / 0.04	0.095	-55.41% (-0.05)
Apr 24, 2024	2024 (Q1)	0.05 / 0.05	0.098	-44.16% (-0.04)
Feb 26, 2024	2023 (Q4)	0.05 / 0.02	0.083	-72.31% (-0.06)
Oct 25, 2023	2023 (Q3)	0.09 / <0.01	0.19	-97.32% (-0.19)
Jul 25, 2023	2023 (Q2)	0.11 / 0.09	0.28	-66.21% (-0.19)

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
Jul 22, 2025	$7.80	$8.02	+2.82%
Apr 29, 2025	$5.96	$5.96	0.00%
Feb 24, 2025	$9.17	$9.17	0.00%
Oct 29, 2024	$10.89	$11.18	+2.66%

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 Oct 28, 2025, TBA (Confirmed).

What is ASM Pacific Technology Limited (ASMVF) earnings time?

ASM Pacific Technology Limited (ASMVF) earnings time is at Oct 28, 2025, 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 2025 (Q3) is 0.05.

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