ACMR ACM Research (ACMR) Q1 FY26 earnings call
ACM Research delivered a solid Q1 FY26, with strong revenue growth driven by its ECP and Advanced Packaging segments, while the cleaning segment experienced a temporary decline. The company is seeing significant traction with new products like single-wafer SPM and panel-level horizontal plating, supported by its Lingang mini-line for faster qualification. ACM reiterated its full-year revenue outlook, expecting shipments to continue outpacing revenue, and is investing in global expansion and R&D to achieve its long-term growth targets.
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ACMR operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Shipments | $228MTotal shipments were $228 million for the fourth quarter, down 13.5% and $854 million for the full year of 2025, down 12.2%.Source: earnings call transcript | $240.7MTotal shipments were $240.7 million, up 53.6%.Source: earnings call transcript | $281.5MTotal shipments were $281.5 million, up 36.4%.Source: earnings call transcript | +17% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.