earnings
confidence high
sentiment neutral
materiality 0.75
ACM Research Q3 revenue up 32% YoY to $269M; GAAP EPS $0.52, non-GAAP EPS $0.36
ACM Research, Inc.
2025-Q3 EPS
reported $1.26
vs consensus $0.54
▲ beat
(+132.1%)
- Revenue $269.2M, up 32% YoY; GAAP diluted EPS $0.52 (vs $0.45), non-GAAP diluted EPS $0.36 (vs $0.63).
- Gross margin 42.0% vs 51.4% YoY; operating income $28.9M GAAP vs $44.2M.
- ACM Shanghai raised ~$623M net proceeds from STAR Market secondary offering in September 2025.
- Narrows 2025 revenue guidance range; reaffirms long-term $4B revenue target.
- CEO cites broad interest in panel-level plating tool; first KrF Track platform shipped in Q3.