earnings
confidence high
sentiment positive
materiality 0.75
ACM Research Q2 2025 revenue up 6% YoY to $215M; raises China revenue target
ACM Research, Inc.
2025-Q2 EPS
reported $0.74
vs consensus $0.51
▲ beat
(+44.4%)
- GAAP revenue $215.4M, up 6% YoY; GAAP net income $29.8M, up 23% YoY.
- Non-GAAP diluted EPS $0.54 vs $0.55 in Q2 2024; GAAP diluted EPS $0.44 vs $0.35.
- Gross margin improved to 48.5% GAAP (47.8% YoY) driven by product mix.
- Raised long-term revenue target for mainland China; received repeat orders for upgraded Ultra C wb Wet Bench tool.
- Global expansion ongoing with U.S. tool deliveries planned in Q3 2025.