ACMR ACM Research (ACMR) Q4 FY25 earnings call
ACM Research delivered solid Q4 FY25 results, driven by strong execution in its core business and significant progress in new product platforms. The company is strategically investing in R&D and global expansion, including new facilities in Oregon, to capitalize on AI-driven semiconductor demand and differentiate its technology. While profitability faced temporary pressure from product mix and R&D investments, management remains confident in its long-term growth profile and market share expansion, particularly with new product cycles expected to accelerate in FY26.
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ACMR operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | 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.