earnings
confidence high
sentiment positive
materiality 0.75
Amtech Q3 revenue $22.4M (+14.5% YoY); GAAP net income $1.7M; AI demand drives TPS growth
AMTECH SYSTEMS INC
- GAAP net income $1.7M ($0.10 diluted EPS) vs $0.1M ($0.01) a year ago; non-GAAP net income $2.4M ($0.14).
- TPS segment revenue $17.7M (+24.9% YoY) on AI advanced packaging demand; SFS revenue $4.6M (-13.3%).
- Customer orders $28.8M (up from $21.1M in Q2); backlog $28.7M; TPS book-to-bill 1.37.
- Cash $83.1M after $56.5M net from June 2026 public offering; operating cash flow $1.1M.
- Q4 FY2026 guidance: revenue $22.5-24.0M; adjusted EBITDA margin low to mid-teens.