Jun 2026 (Q2 FY26) — Jul 27, 2026
Amkor Q2 FY26 — Record Revenue and Strong Profitability Driven by Advanced Packaging and AI Demand
Read the full callAmkor (AMKR) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Amkor earnings: last reported Mon, 27 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,685 | +27.5% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 6.0 | +3.6 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 83.4 | +294.5% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
46 of 51 judged targets kept · 22 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| EPS | $0.42 to $0.52 | Mar 2026 | Earnings per share was $0.70, a significant increase from the prior year, reflecting the benefits of higher utilization. | Achieved |
| Bridge technology production | bring that into production | Dec 2024 | If I think forward, you mentioned bridge-type technologies, again, that would be more of a 2028 type timeline. | Delayed |
| Operating expenses | approximately $135 million | Dec 2025 | Operating expenses were $139 million for Q1. | Missed |
5 of AMKOR TECHNOLOGY, INC.'s 73 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 70 more targets are in the full ledger.
Claimed
- Q2 revenue of $1.9 billion, up 26% year-on-year, outperforming guidance.
- Record revenue achieved in Computing and Automotive Industrial markets.
- Earnings per share was $0.70, a significant increase from the prior year.
- Gross margin expanded over 250 basis points sequentially to 16.8%.
- First half 2026 revenue increased 26% year-on-year, producing a record first half.
Qualified
- Q3 Communications revenue is expected to decline in the high single digits sequentially, departing from typical seasonal patterns.
- Android revenue declined 20% sequentially in Q2, reflecting memory supply dynamics.
- The SiP transfer to Vietnam will cause a headwind for one application space, extending into Q4 FY26 and H1 FY27.
Price
$41.89 +0.17% · +$0.07
Performance +33.9% 1Y
1Y: $31.29 on 17 Oct 2025 → $41.89. High $93.55 (22 Jun 2026), low $30.19 (20 Nov 2025).
- Previous close
- $41.82
- 52-week range
- $30.19 – $93.55
- One year
- +29.77%
Overview
- Symbol
- AMKR
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
46 of 51 judged targets kept · 22 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| EPS | $0.42 to $0.52 | Mar 2026 | Earnings per share was $0.70, a significant increase from the prior year, reflecting the benefits of higher utilization. | Achieved |
| Bridge technology production | bring that into production | Dec 2024 | If I think forward, you mentioned bridge-type technologies, again, that would be more of a 2028 type timeline. | Delayed |
| Operating expenses | approximately $135 million | Dec 2025 | Operating expenses were $139 million for Q1. | Missed |
Claimed
- Q2 revenue of $1.9 billion, up 26% year-on-year, outperforming guidance.
- Record revenue achieved in Computing and Automotive Industrial markets.
- Earnings per share was $0.70, a significant increase from the prior year.
- Gross margin expanded over 250 basis points sequentially to 16.8%.
- First half 2026 revenue increased 26% year-on-year, producing a record first half.
Qualified
- Q3 Communications revenue is expected to decline in the high single digits sequentially, departing from typical seasonal patterns.
- Android revenue declined 20% sequentially in Q2, reflecting memory supply dynamics.
- The SiP transfer to Vietnam will cause a headwind for one application space, extending into Q4 FY26 and H1 FY27.
The full ledger
Open AMKOR TECHNOLOGY, INC.’s full ledger
A free account opens 5 company ledgers a month. All 73 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 27, 2026
Amkor Technology Q1 FY26 — Record Revenue and Advanced Packaging Momentum
Read the full callEvery analysed call
Amkor earnings calls (AMKR)
Financials
What the filings say
Net profit, year on year: +295% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,461 | 1,862 | 1,629 | 1,322 | 1,511 | 1,987 | 1,888 | 1,685 |
| Operating profit | 82 | 149 | 134 | 32 | 92 | 159 | 185 | 100 |
| Operating margin | 5.6% | 8.0% | 8.3% | 2.4% | 6.1% | 8.0% | 9.8% | 6.0% |
| Other income | 0 | -7 | 1 | -6 | -9 | -5 | -4 | -4 |
| Interest | 16 | 16 | 17 | 17 | 17 | 21 | 21 | 18 |
| Profit before tax | 82 | 142 | 136 | 26 | 83 | 154 | 181 | 96 |
| Tax rate | 17.6% | 13.5% | 22.0% | 15.3% | 33.8% | 17.9% | 4.8% | 12.8% |
| Net profit | 67 | 123 | 106 | 21 | 54 | 127 | 172 | 83 |
| EPS ($ per share) | 0.27 | 0.50 | — | 0.09 | 0.22 | 0.51 | — | 0.34 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 113 | 234 | 563 | 1,164 | 1,875 | 2,160 | 2,335 | 2,627 |
| Total liabilities | 2,640 | 2,705 | 2,668 | 3,066 | 3,122 | 2,776 | 2,761 | 3,630 |
| Fixed assets | 2,650 | 2,405 | 2,566 | 2,871 | 3,136 | 3,299 | 3,576 | 3,871 |
| Investments | — | 6 | 134 | 252 | 282 | 475 | 513 | 613 |
| Total assets | 4,495 | 4,696 | 5,022 | 6,039 | 6,822 | 6,771 | 6,944 | 8,136 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 663 | 564 | 770 | 1,121 | 1,099 | 1,270 | 1,089 | 1,096 |
| Cash from investing | -537 | -462 | -639 | -944 | -1,007 | -952 | -800 | -885 |
| Cash from financing | -41 | 108 | -334 | -30 | 56 | -149 | -260 | 99 |
| Net cash flow | 85 | 210 | -196 | 129 | 131 | 158 | 14 | 312 |
| Capital expenditure | -547 | -472 | -553 | -780 | -908 | -749 | -744 | -905 |
| Free cash flow | 116 | 91 | 217 | 342 | 190 | 521 | 345 | 191 |
AMKR revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +25.6% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
191 filings between Nov 4, 2025 and Oct 13, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$992.17M
42 sales by 12 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 12
- Award — granted as compensation
- 67
- Option exercise — converted options into shares
- 40
- Tax withheld — shares kept back by the company to cover tax
Also filed: 30 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| 915 Investments, LP | — | $484.90M | Feb 12, 2026 |
| KIM JOHN T | — | $484.90M | Feb 12, 2026 |
| Rutten Guillaume Marie Jean | — | $9.19M | Aug 6, 2026 |
| ROGERS MARK N | — | $3.91M | Aug 17, 2026 |
| Tily Gil C. | — | $2.09M | May 11, 2026 |
| Carolin Roger Anthony | — | $1.52M | May 5, 2026 |
| Engel Kevin | — | $1.51M | Jul 30, 2026 |
| CHURCHILL WINSTON J | — | $1.15M | Jun 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 13, 2026 | Faust Megan CFO | Sale 10b5-1 plan | 1,000 | $46.9K |
| Oct 2, 2026 | ALEXANDER DOUGLAS A Director | Sale 10b5-1 plan | 5,000 | $275.0K |
| Oct 2, 2026 | ALEXANDER DOUGLAS A Director | Option exercise 10b5-1 plan | 5,000 | $42.5K |
| Sep 8, 2026 | Faust Megan CFO | Sale 10b5-1 plan | 1,000 | $49.0K |
| Aug 17, 2026 | ROGERS MARK N EVP & General Counsel | Sale 10b5-1 plan | 5,000 | $298.9K |
| Aug 17, 2026 | ROGERS MARK N EVP & General Counsel | Option exercise 10b5-1 plan | 5,000 | $37.0K |
| Aug 11, 2026 | Faust Megan CFO | Sale 10b5-1 plan | 1,000 | $54.5K |
| Aug 7, 2026 | ALEXANDER DOUGLAS A Director | Sale 10b5-1 plan | 5,000 | $279.1K |
| Aug 7, 2026 | ALEXANDER DOUGLAS A Director | Option exercise 10b5-1 plan | 5,000 | $42.5K |
| Aug 6, 2026 | Rutten Guillaume Marie Jean Director | Sale | 25,000 | $1.36M |
| Aug 5, 2026 | Rutten Guillaume Marie Jean Director | Sale | 25,000 | $1.38M |
| Jul 30, 2026 | Engel Kevin President and CEO | Sale | 3,221 | $151.4K |
| Jul 30, 2026 | CHURCHILL WINSTON J Director | Gift | 100 | $0 |
| Jul 20, 2026 | KIM AGNES C Insider | Option exercise | 200,000 | $1.97M |
| Jul 20, 2026 | KIM JAMES J 10% owner | Option exercise | 200,000 | $1.97M |
| Jul 20, 2026 | KIM AGNES C Insider | Option exercise | 250,000 | $2.37M |
| Jul 20, 2026 | KIM JAMES J 10% owner | Option exercise | 250,000 | $2.37M |
| Jul 16, 2026 | ROGERS MARK N EVP & General Counsel | Sale 10b5-1 plan | 5,000 | $325.6K |
| Jul 16, 2026 | ROGERS MARK N EVP & General Counsel | Option exercise 10b5-1 plan | 5,000 | $37.0K |
| Jul 14, 2026 | Faust Megan CFO | Sale 10b5-1 plan | 1,000 | $69.9K |
| Jun 30, 2026 | Engel Kevin President and CEO | Option exercise | 8,692 | $0 |
| Jun 30, 2026 | Faust Megan CFO | Option exercise | 8,692 | $0 |
| Jun 30, 2026 | Engel Kevin President and CEO | Tax withheld | 3,725 | $321.2K |
| Jun 30, 2026 | Rutten Guillaume Marie Jean Director | Option exercise | 8,692 | $0 |
| Jun 30, 2026 | Faust Megan CFO | Tax withheld | 3,725 | $321.2K |
| Jun 16, 2026 | ROGERS MARK N EVP & General Counsel | Sale 10b5-1 plan | 5,000 | $431.0K |
| Jun 16, 2026 | ROGERS MARK N EVP & General Counsel | Option exercise 10b5-1 plan | 5,000 | $37.0K |
| Jun 12, 2026 | CHURCHILL WINSTON J Director | Sale | 5,000 | $391.0K |
| Jun 12, 2026 | CHURCHILL WINSTON J Director | Option exercise | 5,000 | $97.0K |
| Jun 12, 2026 | KIM SUSAN Y Director | Award | 9,893 | $0 |
| Jun 9, 2026 | Faust Megan CFO | Sale 10b5-1 plan | 1,000 | $70.3K |
| May 19, 2026 | Faust Megan CFO | Sale 10b5-1 plan | 1,000 | $64.6K |
| May 18, 2026 | ROGERS MARK N EVP & General Counsel | Sale 10b5-1 plan | 5,000 | $358.1K |
| May 18, 2026 | ROGERS MARK N EVP & General Counsel | Option exercise 10b5-1 plan | 5,000 | $37.0K |
| May 13, 2026 | Tily Gil C. Director | Option exercise | 9,893 | $0 |
| May 13, 2026 | WATSON DAVID N Director | Option exercise | 9,893 | $0 |
| May 13, 2026 | Rutten Guillaume Marie Jean Director | Option exercise | 482 | $0 |
| May 13, 2026 | McCourt MaryFrances Director | Option exercise | 9,893 | $0 |
| May 13, 2026 | CHURCHILL WINSTON J Director | Option exercise | 9,893 | $0 |
| May 11, 2026 | Tily Gil C. Director | Sale | 15,000 | $1.16M |
| May 8, 2026 | Rutten Guillaume Marie Jean Director | Sale | 50,000 | $3.71M |
| May 5, 2026 | ALEXANDER DOUGLAS A Director | Sale | 4,657 | $356.6K |
| May 5, 2026 | Carolin Roger Anthony Director | Sale | 20,000 | $1.52M |
| May 5, 2026 | ALEXANDER DOUGLAS A Director | Option exercise | 4,657 | $44.0K |
| May 5, 2026 | Carolin Roger Anthony Director | Option exercise | 20,000 | $234.2K |
| May 5, 2026 | ALEXANDER DOUGLAS A Director | Option exercise | 343 | $2.9K |
| May 5, 2026 | CHURCHILL WINSTON J Director | Sale | 7,000 | $535.1K |
| May 5, 2026 | ALEXANDER DOUGLAS A Director | Sale | 343 | $26.3K |
| Apr 16, 2026 | ROGERS MARK N EVP & General Counsel | Sale | 5,000 | $297.1K |
| Apr 16, 2026 | ROGERS MARK N EVP & General Counsel | Option exercise | 5,000 | $37.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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