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Amtech Systems, Inc. (ASYS)
NASDAQ:ASYS
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.05Last Year’s EPS
-2.23Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a clear operational turnaround and meaningful positive momentum driven by AI-related demand: strong bookings (book-to-bill 1.1), improving gross margins (44.8% vs 38.4% YoY), healthy operating cash generation ($4.1M; ninth consecutive quarter), and strategic wins in panel-level packaging and specialty chemicals. These positives are tempered by softness in mature-node products (Pura Hoffman), a sequential drop in GAAP net income, modest increases in SG&A/R&D, timing shifts in deliveries into Q3, and tax/FX exposures. Overall, the company presented stronger fundamentals and growth opportunities that appear to outweigh current challenges.Company Guidance
Revenue and Adjusted EBITDA In Line with Guidance
Net revenue of $19.0M for Q1 FY2026 (midpoint of guidance) and adjusted EBITDA of $1.4M, both within guided ranges.
AI-Related Demand Strength
AI-related products accounted for ~35% of Thermal Processing Solutions (TPS) revenue in Q1, up from ~30% in Q4 (approximately a 10% sequential increase in AI revenue contribution). Management expects AI demand to continue into Q3–Q4 and drive the majority of anticipated revenue growth.
Strong Bookings and Book-to-Bill
Bookings were strong in the quarter with an overall book-to-bill ratio of 1.1, driven by TPS and AI equipment orders; company can deliver most equipment in Q2 though some customer requests pushed deliveries into Q3.
Margin Improvement Despite Lower Volume
Consolidated gross margin expanded to 44.8% in Q1 FY2026 versus 38.4% in the year-ago quarter (up 6.4 percentage points YoY) and 44.4% in Q4 (up 0.4 ppt sequential), achieved on lower sales volume following product-line rationalization and semi-fabless model adoption.
Cash Generation and Balance Sheet Strength
Operating cash flow was positive for the ninth consecutive quarter at $4.1M; unrestricted cash rose to $22.1M (no debt). Cash increased by $8.9M (67%) over the trailing 12 months to 12/31/2025.
Strategic Wins: Panel-Level Packaging and Specialty Chemicals
Received initial orders from multiple industry leaders for emerging panel-level packaging equipment (validating future addressable market), and achieved first win and initial delivery for a specialty chemical product targeting medical device semiconductor application.
Operational Transformation and Low Capital Intensity
Shift to a semi-fabless manufacturing model and consolidation of facilities from seven to four is expected to enable revenue scalability with minimal capex (2026 capex expected below $1M), supporting operating leverage and higher future gross margins.
Improved Recurring Revenue Pipeline
Improved bookings in services businesses (Intrifix and BTU parts/services) and a growing pipeline for specialty chemicals, which management expects to produce double-digit growth and meaningful profits beyond 2026.
ASYS 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
ASYS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $15.87 | $11.12 | -29.93% |
Dec 10, 2025 | $9.34 | $10.99 | +17.67% |
Aug 06, 2025 | $4.51 | $4.48 | -0.67% |
May 12, 2025 | $3.36 | $3.49 | +3.87% |
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 Amtech Systems, Inc. (ASYS) report earnings?
Amtech Systems, Inc. (ASYS) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Amtech Systems, Inc. (ASYS) earnings time?
Amtech Systems, Inc. (ASYS) earnings time is at May 13, 2026, After Close (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 ASYS EPS forecast?
ASYS EPS forecast for the fiscal quarter 2026 (Q2) is 0.05.