The earnings call presented a strong overall performance with significant revenue and net profit growth driven by the optics and automotive acoustics segments. Despite some challenges with gross profit margins in the acoustics and microphone segments, the company remains confident in future improvements. The expansion of the heat dissipation business and strategic acquisitions in the automotive sector support a positive outlook.

Company Guidance

The 2025 Interim Results Announcement Conference for AAC Technologies provided significant guidance on the company's financial performance and strategic outlook. For the first half of 2025, the company's revenue reached CNY13.32 billion, marking an 18.4% year-over-year increase, while the gross profit was CNY2.75 billion with a gross profit margin of 20.7%. Net profit surged by 63.1% year-over-year to CNY876 million. The optics business achieved a gross profit margin improvement of 5.5 percentage points year-over-year, with a notable rise in plastic lenses' gross profit margin by over 10 percentage points. The automotive acoustics business reported a 14.2% revenue increase to CNY1.74 billion, with a gross profit margin of 23.9%. Cash inflow stood at CNY2.89 billion, reflecting a 9.1% year-over-year increase, and free cash flow was CNY1.86 billion. Capital expenditure increased by 57.5% year-over-year to CNY1.44 billion. The company expressed confidence in maintaining a high revenue growth rate of at least 18.4% in the second half of the year, with gross profit margins projected to remain stable or improve, driven by the launch of high-value products. AAC Technologies highlighted its strategic focus on expanding in the automotive sector, enhancing its optics and acoustics capabilities, and leveraging AI trends to drive future growth.

Strong Revenue Growth

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

Significant Net Profit Increase

Net profit increased by 63.1% YoY to CNY876 million, largely due to improved profitability in the optics business and growth in high-gross-profit businesses.

Optics Business Growth

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

Automotive Acoustics Performance

Automotive acoustics business generated revenue of CNY1.74 billion, a YoY increase of 14.2%, with a gross profit margin of 23.9% and strategic acquisitions enhancing capabilities.

Heat Dissipation Business Expansion

The heat dissipation segment saw revenue reach CNY221 million in the first half of the year, representing a YoY increase of over 45%, with significant investments and expected growth.

EMD and PM Business Growth

Revenue increased by 27.4% YoY to CNY4.63 billion, maintaining a gross profit margin of 22.9%, with new product innovations driving growth.

AAC Technologies (AACAY) 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 >

AACAY 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 / -	0.149	―	―	―
Aug 21, 2025	2025 (Q2)	0.11 / 0.11	0.032	231.25% (+0.07)
Mar 20, 2025	2024 (Q4)	0.09 / 0.15	0.046	223.91% (+0.10)
Nov 07, 2024	2024 (Q3)	0.08 / -	0.015	―	―	―
Aug 22, 2024	2024 (Q2)	0.03 / 0.03	0.008	300.00% (+0.02)		―
May 17, 2024	2024 (Q1)	0.02 / 0.02	0.006	216.67% (+0.01)	―	―
Mar 21, 2024	2023 (Q4)	0.04 / 0.05	0.029	58.62% (+0.02)
Nov 09, 2023	2023 (Q3)	0.03 / 0.03	0.028	-3.57% (>-0.01)	―	―
Aug 24, 2023	2023 (Q2)	0.01 / <0.01	0.017	-52.94% (>-0.01)
May 19, 2023	2023 (Q1)	0.02 / 0.02	0.025	-36.00% (>-0.01)	―	―

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

AACAY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 21, 2025	$6.44	$5.60	-13.04%
Mar 20, 2025	$6.89	$6.66	-3.34%
Nov 07, 2024	$4.07	$4.08	+0.25%
Aug 22, 2024	$3.81	$3.99	+4.72%

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 (AACAY) report earnings?

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

What is AAC Technologies (AACAY) earnings time?

AAC Technologies (AACAY) 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 AACAY EPS forecast?

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

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