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ACM Research (ACMR)
NASDAQ:ACMR
Earnings Data
Report Date
Aug 01, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.48Last Year’s EPS
0.55Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 25.81%
|Next Earnings Date:Aug 01, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture, with notable achievements in revenue growth, market recognition, and product innovation. However, challenges such as a decline in shipments and a complex trade environment were highlighted. The company's strategic initiatives in the U.S. and its innovative product offerings position it well for future growth.Company Guidance
During the ACM Research First Quarter 2025 Earnings Conference Call, the company provided guidance for the fiscal year 2025. ACM is maintaining its revenue outlook in the range of $850 million to $950 million, which implies a year-over-year growth of 15% at the midpoint. The company anticipates a return to year-over-year shipment growth in the second quarter of 2025, despite a decline in shipments in the first quarter compared to the previous year. Gross margin for Q1 2025 was reported at 48.2%, which exceeded their long-term target range of 42% to 48%. ACM expects R&D expenses to be 13% to 14% of revenue, with sales and marketing at 7%, and general and administrative expenses in the range of 5% to 6%. The effective tax rate for 2025 is projected to be between 10% and 15%. The company is also investing in U.S. infrastructure, with plans to add initial manufacturing capabilities at its Oregon facility, which currently spans 40,000 square feet. ACM continues to focus on delivering innovative semiconductor equipment solutions and aims to achieve its long-term revenue target of $3 billion, equally split between China and global markets.Record Revenue Growth
Revenue for Q1 2025 was $172 million, up 13.2% compared to Q1 2024.
Strong Gross Margin Performance
Gross margin was 48.2%, exceeding the targeted range of 42% to 48%.
Recognition in Semiconductor Industry
ACM was listed among the Top 20 Global Semiconductor Equipment companies for 2024 by a leading market research firm.
Innovative Product Development
ACM's Panel Level Packaging tool received the 3D InCites Technology Enablement Award for high performance AI chip packaging.
Market Share Growth in China
ACM's market share in wafer cleaning and cleaning products in China reached over 25%, translating to over 9% globally for each category.
Expansion in the U.S. Market
Investment in an Oregon facility for demo lab, clean room, and initial production to reduce tariff uncertainties and support U.S. customers.
Furnace Product Advancements
Strong traction for furnace products with high temperature annealing solutions for power semiconductor IGBT devices.
ACMR 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
ACMR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $20.03 | $22.43 | +11.98% |
Feb 26, 2025 | $22.94 | $27.69 | +20.71% |
Nov 07, 2024 | $18.95 | $20.60 | +8.71% |
Aug 07, 2024 | $15.12 | $17.59 | +16.34% |
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 ACM Research (ACMR) report earnings?
ACM Research (ACMR) is schdueled to report earning on Aug 01, 2025, TBA Not Confirmed.
What is ACM Research (ACMR) earnings time?
ACM Research (ACMR) earnings time is at Aug 01, 2025, TBA Not 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 ACMR EPS forecast?
ACMR EPS forecast for the fiscal quarter 2025 (Q2) is 0.48.