ACMR ACM Research (ACMR) Q2 FY26 earnings call
ACM Research delivered strong Q2 FY26 results, driven by robust order growth and significant advancements in advanced packaging, particularly panel-level plating. The company raised its full-year revenue guidance, reflecting confidence in new product cycles and global expansion efforts, despite facing some component supply constraints. Management emphasized its strengthened balance sheet to support global operations and R&D.
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ACMR operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call 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.