Amkor (AMKR)
NASDAQ:AMKR
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Earnings Data
Report Date
Aug 03, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.47Last Year’s EPS
0.22Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive operational and financial picture: record Q1 revenue (up 27% YoY), strong end‑market growth (notably communications +42%), margin expansion, improved utilization and solid liquidity. Management reiterated confident near‑term guidance and outlined meaningful advanced packaging ramps and capacity expansion (Arizona, Korea) that support multiyear upside. Offsetting risks include supply‑chain delays and material price pressure (estimated near‑term pushouts of $50–$100M), significant capital intensity that will modestly dilute operating margins (1–2 ppt anticipated beginning in 2027), and timing/qualification uncertainty for new facilities and programs. Overall, the positive growth, margin improvement and balance sheet strength materially outweigh the identifiable near‑term operational and investment risks.Company Guidance
Record Quarterly Revenue
Reported record Q1 revenue of $1.68 billion, up 27% year‑on‑year, above the midpoint of guidance and driven by stronger‑than‑expected performance across most end markets.
Strong End‑Market Growth
Communications revenue grew 42% YoY and was the largest contributor; Computing revenue increased 19% YoY (driven by AI data center applications); Automotive & Industrial rose 28% YoY; Consumer improved 4% YoY.
Improving Profitability and Margins
Gross margin was 14.2% (exceeding the high end of Q1 guidance) and gross profit was $239 million, up 52% YoY. Operating income was $100 million with operating margin of 6%, an improvement of 360 basis points YoY. EBITDA was $285 million (16.9% margin).
Earnings Per Share and Net Income
Net income was $83 million and diluted EPS was $0.33 in Q1, significantly higher than the prior year, reflecting volume growth and margin initiatives.
Healthy Balance Sheet and Liquidity
Cash and short‑term investments of $1.8 billion, total liquidity of $2.9 billion, total debt of $1.4 billion and debt/EBITDA of 1.1x, providing flexibility for planned investments.
Positive Near‑Term Outlook
Q2 revenue guidance of $1.75–$1.85 billion (midpoint ≈ 7% sequential increase), gross margin guidance of 14.5–15.5%, and EPS guidance of $0.42–$0.52; management reiterated full‑year confidence.
Advanced Packaging Momentum and Product Ramps
Company preparing for HDFO/flip‑chip/test ramps, expects newest data center CPU HDFO program to begin ramping this quarter with meaningful contribution in Q3 and continued ramp into 2027; management expects AI/advanced packaging to roughly triple (tripling target reiterated).
Utilization and Operational Leverage
Q1 utilization improved to the low‑70% range (vs ~50% in Q1 prior year); Q2 expected to remain in the 70s. Management highlighted operating leverage from higher volumes and cost‑management actions supporting margin expansion.
Capital Investment Plan with Phased Funding
2026 CapEx guidance of $2.5–$3.0 billion (65–70% for facilities expansion); Arizona Phase 1 construction progressing (foundation complete, steel to begin), with Phase 1 planned for completion in 2027 and an expected ~ $1 billion run‑rate (~10%+ of network) when scaled.
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 |
|---|---|---|---|
Apr 27, 2026 | $75.62 | $71.36 | -5.63% |
Feb 09, 2026 | $52.42 | $53.36 | +1.79% |
Sep 30, 2025 | $28.29 | $29.35 | +3.77% |
Jul 28, 2025 | $21.07 | $24.89 | +18.14% |
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 Aug 03, 2026, After Close (Confirmed).
What is Amkor (AMKR) earnings time?
Amkor (AMKR) earnings time is at Aug 03, 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 (Q2) is 0.47.