ASM Pacific Technology Limited (HK:0522)
:0522
Want to see HK:0522 full AI Analyst Report?
Earnings Data
Report Date
Jul 29, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.86Last Year’s EPS
0.32Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum and operational leverage driven by AI-related demand across SEMI, SMT and photonics: record bookings, revenue beat, sizable YoY growth, margin improvement sequentially, and above-consensus Q2 guidance. Offsetting this optimism are mix-driven YoY margin pressure, SMT Q-on-Q seasonality and profit volatility, supplier lead-time impacts on revenue conversion, limited panel-size readiness for some EMIB-T applications, and reduced visibility into the second half of 2026. On balance the positive results, strong bookings, and confident near-term guidance materially outweigh the identifiable challenges.Company Guidance
Record Bookings
Group bookings reached USD 727.0 million, up 46.0% Q-on-Q and 71.6% year-on-year — the highest in the last four years.
Revenue Growth and Beat
Q1 revenue was USD 507.9 million (flat Q-on-Q, +32.0% YoY), the highest quarterly revenue in three years and above market consensus.
Strong EPS and Profitability Improvement
Adjusted EPS was HKD 0.81, up 118.9% Q-on-Q and 189.3% YoY; adjusted operating profit and adjusted net profit improved both Q-on-Q and YoY due to higher revenue and operating leverage.
SEMI Segment Momentum
SEMI revenue was USD 274.5 million (+12.2% Q-on-Q, +14.6% YoY). SEMI bookings were USD 309.6 million (+22.6% Q-on-Q, +43.2% YoY). Book-to-bill was 1.13, marking three consecutive quarters of improvement. SEMI adjusted gross margin reached 46.4%, up 594 bps Q-on-Q.
SMT Booking Record
SMT achieved record bookings of USD 417.4 million, up 70.0% Q-on-Q and 101.1% YoY, driven by AI servers, optical transceivers and China EV demand.
Photonics Acceleration
Photonics revenue grew nearly 5x year-on-year, driven by strong demand for 800G+ optical transceivers and bulk orders for a 1.6T transceiver solution from leading optics suppliers.
Improved Sequential Gross Margin
Group adjusted gross margin was 39.5%, improving 357 basis points Q-on-Q, supported by higher-margin SEMI mix and operating leverage.
Positive Near-Term Guidance
Q2 revenue guidance USD 540–600 million (midpoint USD 570 million), implying +12.2% Q-on-Q and +37.0% YoY at the midpoint and exceeding current market consensus; bookings expected to remain elevated with SEMI-led strength.
Strategic Recognition and Wins
Received Intel Epic Supplier Award 2026 and secured key wins: four ultra-fine-pitch fluxless chip-to-wafer TCB tools from a leading logic customer and traction across CPO, flip-chip and mainstream products.
HK:0522 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
HK:0522 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 20, 2026 | HK$138.60 | HK$148.10 | +6.85% |
Mar 03, 2026 | HK$103.40 | HK$108.00 | +4.45% |
Oct 28, 2025 | HK$93.75 | HK$87.25 | -6.93% |
Jul 22, 2025 | HK$60.97 | HK$62.96 | +3.27% |
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 (HK:0522) report earnings?
ASM Pacific Technology Limited (HK:0522) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
What is ASM Pacific Technology Limited (HK:0522) earnings time?
ASM Pacific Technology Limited (HK:0522) earnings time is at Jul 29, 2026, 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 the P/E ratio of ASM Pacific Technology Limited stock?
The P/E ratio of ASMPT Ltd is N/A.
What is HK:0522 EPS forecast?
HK:0522 EPS forecast for the fiscal quarter 2026 (Q2) is 0.86.