The earnings call presented a mixed sentiment with strong revenue growth and innovation overshadowed by decreased gross margins and operating income, as well as shipment delays.
Company Guidance
During the ACM Research Third Quarter 2025 Earnings Conference Call, significant guidance and metrics were provided that highlighted the company's strong performance and future outlook. Revenue for the third quarter of 2025 was $269 million, marking a 32% year-over-year increase, and gross margin was reported at 42.1%, albeit at the low end of their target model due to product mix and inventory provisions. Shipments totaled $263 million, reflecting a modest year-over-year increase of 1%. The call emphasized the company's strategic focus on innovation, particularly in advanced packaging and cleaning technologies, with plans to ship their first panel-level packaging system in the fourth quarter. The outlook for the full year 2025 was narrowed to a revenue range of $875 million to $925 million, indicating a 15% growth at the midpoint compared to the previous year. Additionally, ACM highlighted its robust cash position with net cash of $811 million and detailed plans to invest in expanding R&D and production capacities to support future growth.
Record Revenue Growth
Revenue grew 32% year-over-year to $269 million, setting a new quarterly record for ACM.
Successful Capital Raising
ACM Shanghai subsidiary raised approximately $623 million through its second capital raising on the STAR Market.
Strong Product Innovation
ACM shipped its first KrF high-throughput Track platform and advanced panel-level plating tool, showcasing continuous innovation.
Revenue Surge in ECP and Furnace
Revenue from ECP, furnace, and other technology grew 73%, representing 22% of total revenue.
ACM Research (ACMR) 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
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
Nov 05, 2025
$38.90
$31.14
-19.95%
Aug 06, 2025
$29.65
$25.10
-15.35%
May 08, 2025
$20.03
$22.43
+11.98%
Feb 26, 2025
$22.94
$27.69
+20.71%
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 Feb 20, 2026, Before Open (Confirmed).
What is ACM Research (ACMR) earnings time?
ACM Research (ACMR) earnings time is at Feb 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.