earnings
confidence high
sentiment positive
materiality 0.80
Amkor Q2 net sales $1.90B (+26% YoY); EPS $0.70; Q3 guidance $1.95-2.05B
AMKOR TECHNOLOGY, INC.
- Net sales $1.90B, up 26% YoY; net income $174M, diluted EPS $0.70.
- Gross margin 16.8% vs 12.0% YoY; operating income $200M (10.5% margin).
- Record revenue in Computing and Automotive & Industrial end markets; CEO cites AI/HPC programs.
- Q3 2026 guidance: net sales $1.95-2.05B, gross margin 18.5-19.5%, EPS $0.72-0.82.
- Full year 2026 capex guidance $2.5-3.0B; cash and debt both $2.5B.