The earnings call presented strong revenue and net profit growth driven by key segments like optics and automotive acoustics. While there were some pressures on gross profit margins due to product mix changes and new product ramp-ups, the overall financial outlook remains positive with significant growth potential in key business areas.

Company Guidance

During the 2025 interim results announcement conference, AAC Technologies provided a comprehensive overview of its financial performance and future guidance. The company reported a revenue of CNY13.32 billion for the first half of the year, marking an 18.4% year-over-year increase, driven by growth in market share and key product lines like precision mechanics, optics, and semiconductors. Gross profit reached CNY2.75 billion, with a margin of 20.7%, slightly down by 0.8 percentage points due to changes in product mix. Net profit surged by 63.1% to CNY876 million, attributed to improved optics business profitability. The consumer electronics segment achieved CNY11.58 billion in revenue, outpacing global smartphone shipment growth. The optics business showed a 19.7% increase in revenue, with a gross profit margin improvement of 5.5 percentage points, while the automotive acoustics segment reported a 14.2% revenue increase. Cash inflow was noted at CNY2.89 billion, with free cash flow at CNY1.86 billion, supporting long-term development. The company anticipates maintaining high revenue growth in the second half of the year, with gross profit margins expected to rise as new high-value products are shipped. AAC Technologies is focusing on strategic expansions in the automotive sector and emerging AI and robotics markets, highlighting future growth potential.

Strong Revenue Growth

The Group's revenue reached CNY13.32 billion, representing a rapid YoY increase of 18.4%, primarily due to increased market share of key products.

Significant Net Profit Increase

Net profit increased by 63.1% YoY to CNY876 million, mainly due to improved profitability in the optics business and rapid growth in high-gross-profit areas within the PM business.

Optics Business Profitability

The optics business continued its rapid growth with revenue reaching CNY2.65 billion, a YoY increase of 19.7%. The gross profit margin of the optics segment increased by 5.5 percentage points YoY.

EMD and PM Business Growth

Revenue in this segment increased by 27.4% YoY to CNY4.63 billion, driven by horizontal linear motors and innovative side buttons and smartphone metal casings.

Strong Automotive Acoustics Revenue

The automotive acoustics business generated revenue of CNY1.74 billion, a YoY increase of 14.2%, with a gross profit margin of 23.9%.

Cash Flow and Cash Equivalent Improvements

Cash inflow during the reporting period was CNY2.89 billion (YoY increase of 9.1%). Free cash flow was CNY1.86 billion, and cash and cash equivalents rose by 2.8% QoQ to CNY7.75 billion.

Expansion in Heat Dissipation Products

The heat dissipation business saw revenue of CNY221 million, representing a YoY increase of over 45%, with expectations for continued growth driven by AI technology.

Acquisition and Strategic Positioning

The acquisition of Hebei First Light Auto Parts and PSS contributes to strategic positioning in automotive and optics sectors, enhancing growth potential.

AAC Technologies Holdings (AACAF) 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 >

AACAF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 19, 2026	2025 (Q4)	0.19 / -	0.151	―	―	―
Aug 21, 2025	2025 (Q2)	0.11 / 0.11	0.032	230.43% (+0.07)		―
Mar 20, 2025	2024 (Q4)	0.09 / 0.15	0.046	227.27% (+0.10)
Nov 07, 2024	2024 (Q3)	0.08 / -	0.027	―	―	―
Aug 22, 2024	2024 (Q2)	0.03 / 0.03	0.015	109.09% (+0.02)		―
May 17, 2024	2024 (Q1)	0.02 / 0.02	0.006	225.58% (+0.01)	―	―
Mar 21, 2024	2023 (Q4)	0.03 / 0.05	0.028	65.00% (+0.02)
Nov 09, 2023	2023 (Q3)	0.03 / 0.04	0.028	49.00% (+0.01)	―	―
Aug 24, 2023	2023 (Q2)	0.01 / 0.02	0.017	-8.33% (>-0.01)
May 19, 2023	2023 (Q1)	- / -	0.051	―	―	―

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

AACAF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 21, 2025	$6.32	$6.32	0.00%
Mar 20, 2025	$6.86	$6.66	-2.92%
Nov 07, 2024	$4.11	$4.13	+0.49%
Aug 22, 2024	$3.82	$3.95	+3.40%

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 AAC Technologies Holdings Inc. (AACAF) report earnings?

AAC Technologies Holdings Inc. (AACAF) is schdueled to report earning on Mar 19, 2026, TBA (Confirmed).

What is AAC Technologies Holdings Inc. (AACAF) earnings time?

AAC Technologies Holdings Inc. (AACAF) earnings time is at Mar 19, 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 AACAF EPS forecast?

AACAF EPS forecast for the fiscal quarter 2025 (Q4) is 0.19.

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