The earnings call highlighted strong demand driven by AI across segments, with significant growth in Advanced Packaging and improved operating profits. However, challenges such as SMT revenue declines, uneven TCB orders, and foreign exchange impacts were noted. Overall, positive trends in bookings and revenue provide a promising outlook.

Company Guidance -

Q3 2025

During the second quarter of 2025, ASMPT provided guidance indicating strong performance driven by AI tailwinds across both Advanced Packaging (AP) and mainstream solutions. The company achieved better-than-expected bookings, with revenue guidance for Q3 projected to exceed market consensus. Advanced Packaging's revenue increased to approximately USD 326 million, contributing around 39% of the group's total revenue for the first half of 2025. The group maintained a gross margin above 40% despite foreign exchange headwinds. Key growth drivers included continued demand for Thermo-Compression Bonding (TCB) tools, with repeat orders surpassing 500 tools globally. Bookings growth was also observed in China, driven by electric vehicles and consumer end markets. For Q3 2025, ASMPT expects revenue between USD 445 million and USD 505 million, reflecting a year-on-year increase of 10.8% and an 8.9% quarter-on-quarter rise at the midpoint.

Strong AI-Driven Demand

The strong demand continues to be driven by AI tailwinds across Advanced Packaging (AP) and mainstream segments, positively impacting bookings and revenue guidance.

Advanced Packaging Growth

AP business increased its revenue contribution to around 39% of the group's revenue or approximately USD 326 million, driven by strong AI tailwinds. Orders in the first half were up 50% year-on-year.

Gross Margin Maintenance

The group maintained a gross margin above 40% despite foreign exchange headwinds in the first half of 2025.

Record TCB Tool Base

The group surpassed 500 TCB tools installed worldwide, maintaining the largest TCB installed base.

Revenue and Bookings Growth

Group's bookings reached USD 912.8 million, showing a 10.5% growth half-on-half and 12.4% growth year-on-year. Revenue increased by 8.9% quarter-on-quarter and 1.8% year-on-year.

Operating Profit Improvement

Operating profit reached HKD 329.3 million, showing a 79.5% half-on-half growth.

Revenue Growth in Key Markets

China registered year-on-year revenue growth, increasing to 36.7% of group revenue. AI demand supported growth in Korea and Taiwan as well.

ASM Pacific Technology (ASMVF) 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 >

ASMVF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.06 / -	0.008	―	―	―
Jul 22, 2025	2025 (Q2)	0.04 / 0.04	0.042	-3.03% (>-0.01)
Apr 29, 2025	2025 (Q1)	0.03 / 0.03	0.055	-53.49% (-0.03)
Feb 24, 2025	2024 (Q4)	0.04 / 0.03	0.023	11.11% (<+0.01)
Oct 29, 2024	2024 (Q3)	0.07 / <0.01	0.005	50.00% (<+0.01)
Jul 23, 2024	2024 (Q2)	0.07 / 0.04	0.094	-55.41% (-0.05)
Apr 24, 2024	2024 (Q1)	0.05 / 0.05	0.098	-44.16% (-0.04)
Feb 26, 2024	2023 (Q4)	0.05 / 0.02	0.083	-72.31% (-0.06)
Oct 25, 2023	2023 (Q3)	0.09 / <0.01	0.19	-97.32% (-0.18)
Jul 25, 2023	2023 (Q2)	0.11 / 0.09	0.279	-66.21% (-0.18)

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

ASMVF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 22, 2025	$7.83	$8.05	+2.81%
Apr 29, 2025	$5.98	$5.98	0.00%
Feb 24, 2025	$9.21	$9.21	0.00%
Oct 29, 2024	$10.93	$11.22	+2.65%

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 ASM Pacific Technology Limited (ASMVF) report earnings?

ASM Pacific Technology Limited (ASMVF) is schdueled to report earning on Oct 28, 2025, TBA (Confirmed).

What is ASM Pacific Technology Limited (ASMVF) earnings time?

ASM Pacific Technology Limited (ASMVF) earnings time is at Oct 28, 2025, 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 ASMVF EPS forecast?

ASMVF EPS forecast for the fiscal quarter 2025 (Q3) is 0.06.

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