ACM Research Q1 revenue up 34% YoY to $231M; GAAP EPS declines to $0.24

ACM Research, Inc.

2026-Q1 EPS reported $0.24 vs consensus $0.20 ▲ beat (+19.6%)

Revenue $231M, up 34% YoY; shipments $241M, up 54% YoY.
GAAP diluted EPS $0.24 vs $0.30; Non-GAAP diluted EPS $0.34 vs $0.46.
Gross margin 46.4%, down from 47.9% in prior-year quarter.
Maintains 2026 revenue growth outlook of 21%-30%.
Plans Hong Kong listing of ACM Shanghai and Oregon facility ramp.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

ACM Research, Inc. reported first quarter ended March 31, 2026 results: revenue $231,263, net income $17,307, EPS $0.24. Guidance reaffirmed.

Period: first quarter ended March 31, 2026
Revenue: $231,263
Net income: $17,307
EPS: $0.24
Guidance: reaffirmed
Result: reported results

Exact text from the filing

requirements across a broad and expanding global customer base.” Three Months Ended March 31, GAAP Non-GAAP(1) 2026 2025 2026 2025 (dollars in thousands, except EPS) Revenue $ 231,263 $ 172,347 $ 231,263 $ 172,347 Gross margin 46.4 % 47.9 % 46.5 % 48.2 % Income from operations $ 36,177 $ 25,777 $ 41,798 $ 35,594 Net income attributable to ACM Research, Inc. $

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Source: SEC EDGAR

accession 0001628280-26-031688

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