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Amkor (AMKR)
NASDAQ:AMKR
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0.09Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and commercial momentum—record advanced and computing revenue, successful HDFO ramping into high-volume production, Vietnam breakeven, robust liquidity, and a bullish 2026 compute growth outlook (>20%)—while also flagging near-term margin pressure, a materially higher and front-loaded CapEx plan ($2.5–$3.0B), ramp-related margin dilution (90 bps from Vietnam), increased operating expenses, and timing risk on government incentives. On balance the positives (revenue momentum, strategic program ramps, balance-sheet flexibility, and clear near-term demand drivers in AI/HPC and advanced automotive) appear to outweigh the near-term financial and execution headwinds.Company Guidance
Strong Q4 Results and Guidance Beat
Q4 revenue of $1.89 billion and diluted EPS of $0.69, outperforming the high end of guidance; Q4 revenue was down 5% sequentially but up 16% year-over-year.
Full-Year Revenue Growth and Record Areas
Full-year 2025 revenue grew 6% to $6.7 billion. Company recorded record advanced packaging revenue (+7% year-over-year) and record computing revenue for the year.
End-Market Strength (Communications, Computing, Automotive)
Communications revenue grew 28% year-over-year in Q4 (1% for the full year); Computing revenue +6% in Q4 and +16% for the full year; Automotive & Industrial revenue +25% in Q4 and +8% for the full year, driven by advanced automotive content (ADAS).
Operational Milestones — Vietnam Breakeven & Arizona Groundbreaking
Vietnam operations reached breakeven in Q4 2025. Phase One construction of the Arizona campus is underway following a prior groundbreaking, expanding geographic footprint and supply-chain diversification.
HDFO and Advanced Packaging Momentum
Successfully ramped first high-density fan-out (HDFO) programs into high-volume production, with two additional HDFO programs in final qualification and the majority of 2026 equipment investment focused on HDFO and test. Management expects HDFO/2.5D platforms to nearly triple in capacity year-over-year.
Profitability and Cash Metrics
Q4 gross profit $315 million (included ~ $30 million benefit from asset sales), gross margin 16.7%, operating income $185 million (9.8% margin), Q4 EBITDA $369 million (19.5% margin). Full-year gross profit $939 million, gross margin 14%, full-year EBITDA $1.16 billion (17.3% margin). Free cash flow for 2025 was $380 million.
Strengthened Balance Sheet and Liquidity
Year-end cash and short-term investments of $2.0 billion and total liquidity of $3.0 billion, a 30% increase year-over-year. Total debt $1.4 billion and debt/EBITDA ~1.2x, providing capacity and flexibility for 2026 investments.
2026 Revenue and Market Outlook
Q1 2026 guidance midpoint $1.65 billion (≈25% year-over-year growth). Management expects full-year computing revenue to grow over 20% in 2026 and continued strong growth in advanced automotive; the remainder of the business expected to grow in the single digits.
Planned 2026 Investments to Capture Growth
2026 CapEx guidance of $2.5–$3.0 billion to expand facilities (65–70%), HDFO/test and advanced packaging equipment (30–35%), and R&D/quality programs — aligning investment with expected advanced packaging and AI/HPC demand.
AMKR 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
AMKR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 09, 2026 | $52.52 | $53.46 | +1.79% |
Sep 30, 2025 | $28.34 | $29.41 | +3.77% |
Jul 28, 2025 | $21.11 | $24.94 | +18.13% |
Apr 28, 2025 | $17.31 | $16.85 | -2.63% |
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 Amkor (AMKR) report earnings?
Amkor (AMKR) is schdueled to report earning on May 04, 2026, After Close (Confirmed).
What is Amkor (AMKR) earnings time?
Amkor (AMKR) earnings time is at May 04, 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 AMKR EPS forecast?
AMKR EPS forecast for the fiscal quarter 2026 (Q1) is 0.24.