The earnings call presented a mixed picture with significant growth in AI-related segments and successful cost-reduction strategies counterbalanced by challenges in the mature node semiconductor market and a year-over-year revenue decline.

Company Guidance

During the Amtech Systems Fiscal Third Quarter 2025 Earnings Call, the guidance highlighted several key metrics and strategic initiatives. The company reported a revenue increase of 26% over the prior quarter, reaching $19.6 million, driven primarily by demand in Asia for reflow ovens used in AI applications. Adjusted EBITDA was $2.2 million, benefiting from a nonrecurring Employee Retention Credit, with normalized gross margin at 41.5%, up from 36.5% the previous year. For the upcoming fiscal fourth quarter, Amtech expects revenues between $17 million and $19 million, with AI-related equipment sales growth partially offsetting softness in mature node semiconductor product lines. The company continues to focus on cost optimization, having implemented $13 million in annualized savings, and anticipates adjusted EBITDA margins in the mid-single digits. Additionally, Amtech is investing in next-generation semiconductor packaging equipment to expand its addressable market and enhance customer value.

Revenue Increase

Revenue for the third quarter was $19.6 million, marking a 26% increase over the previous quarter.

AI Infrastructure Growth

Revenue from equipment used for AI infrastructure increased fivefold from a year ago and over 60% sequentially, accounting for about 25% of the Thermal Processing Solutions revenue.

Cost Reduction Initiatives

Implemented cost reduction initiatives resulted in $13 million in annualized savings, including the consolidation of manufacturing sites from 7 to 4.

Employee Retention Credit

The company benefited from a $2.1 million Employee Retention Credit, which reduced payroll tax expenses.

Improved Gross Margin

Normalized gross margin was at 41.5%, an improvement from 36.5% in the third quarter of fiscal 2024.

Cash Position Improvement

Unrestricted cash and cash equivalents increased to $15.6 million at the end of the quarter, up from $11.1 million at the end of September 2024.

Amtech Systems (ASYS) 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 >

ASYS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 20, 2025	2025 (Q4)	-0.03 / -	-0.04	―	―	―
Aug 06, 2025	2025 (Q3)	-0.08 / 0.01	0.03	-66.67% (-0.02)	―
May 12, 2025	2025 (Q2)	-0.03 / -2.23	0.07	-3285.71% (-2.30)	―
Feb 05, 2025	2025 (Q1)	-0.02 / 0.02	-0.66	103.03% (+0.68)	―
Dec 09, 2024	2024 (Q4)	-0.01 / -0.04	-0.85	95.29% (+0.81)	―
Aug 07, 2024	2024 (Q3)	-0.09 / 0.03	-0.07	142.86% (+0.10)	―
May 08, 2024	2024 (Q2)	-0.14 / 0.07	0.23	-69.57% (-0.16)	―
Feb 09, 2024	2024 (Q1)	-0.26 / -0.66	-0.2	-230.00% (-0.46)	―
Dec 13, 2023	2023 (Q4)	-0.04 / -0.85	0.3	-383.33% (-1.15)	―
Aug 09, 2023	2023 (Q3)	0.03 / -0.07	0.73	-109.59% (-0.80)	―

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

ASYS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$4.51	$4.48	-0.67%
May 12, 2025	$3.36	$3.49	+3.87%
Feb 05, 2025	$5.23	$5.00	-4.40%
Dec 09, 2024	$5.98	$5.51	-7.86%

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 Amtech Systems (ASYS) report earnings?

Amtech Systems (ASYS) is schdueled to report earning on Nov 20, 2025, After Close (Confirmed).

What is Amtech Systems (ASYS) earnings time?

Amtech Systems (ASYS) earnings time is at Nov 20, 2025, 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 ASYS EPS forecast?

ASYS EPS forecast for the fiscal quarter 2025 (Q4) is -0.03.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing