The call conveyed a mixed outlook with significant challenges in the mature node semiconductor market, impacting revenue and profitability, but also highlighted strong demand in AI-related segments and successful cost optimization efforts. The company's solid cash position and strategic initiatives provide a positive long-term perspective despite current headwinds.

Company Guidance -

Q4 2025

During Amtech Systems' fiscal second quarter 2025 conference call, the company highlighted several key metrics and guidance for the future. The company reported a net revenue of $15.6 million, representing a 36% decrease from fiscal Q1 and a 39% decrease from the same quarter in fiscal 2024. This decline was attributed to a $4.9 million shipment delay and weakened demand in the mature node semiconductor market. The adjusted EBITDA for the quarter was a loss of $1.4 million, with a GAAP net loss of $31.8 million or $2.23 per share. Notably, the company recorded an impairment charge of $22.9 million and a $6 million inventory write-off. Despite these challenges, Amtech saw strong demand for its advanced packaging equipment, driven by AI applications, with Q2 bookings for this product line exceeding total bookings for fiscal 2024. The company anticipates revenues of approximately $16.9 million for Q3 2025 and expects adjusted EBITDA to be nominally neutral. Cost-optimization efforts are projected to yield additional savings of $1 million per quarter starting in Q4 2025, with a target of achieving a breakeven adjusted EBITDA at around $16 million in revenue. Amtech ended the quarter with $13.4 million in cash and no outstanding debt, positioning it to continue strategic investments.

AI Packaging Equipment Bookings Surge

Orders for advanced packaging equipment, particularly for AI applications, were very strong, with second-quarter bookings exceeding total bookings for all of fiscal 2024.

Cost Structure Optimization

The company executed site consolidations and workforce adjustments, expecting $1 million in incremental EBITDA savings per quarter from Q4 2025, with total annualized savings anticipated at $11 million.

Strong Cash Position

Amtech ended the quarter with $13.4 million in cash and no outstanding debt, providing flexibility for strategic investments.

Growth in Semiconductor Fabrication Solutions

Stabilization in the Semiconductor Fabrication Solutions segment was noted, with a book-to-bill ratio slightly above 1, indicating balanced incoming orders and revenue.

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
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%
Aug 07, 2024	$5.25	$5.37	+2.29%

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, Inc. (ASYS) report earnings?

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

What is Amtech Systems, Inc. (ASYS) earnings time?

Amtech Systems, Inc. (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.

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