ACM Research Q2 2026 revenue $292.9M (+36% YoY), EPS $1.23, raises FY growth to 25-30%

ACM Research, Inc.

Q2 2026 revenue $292.9M, up 36% YoY from $215.4M; shipments also up 36% YoY.
GAAP diluted EPS $1.23 vs $0.44; non-GAAP diluted EPS $0.61 vs $0.55; GAAP net income $89.0M vs $29.8M.
ECP and advanced packaging categories grew 168% and 153% YoY; shipped 2,000th ECP chamber; ended with $1.0B net cash.
Raises FY2026 revenue outlook to 25%-30% growth; reaffirms long-term revenue target of $4B.
Q2 GAAP gross margin 46.0% vs 48.5% YoY; non-GAAP margin 46.0% vs 48.7%.

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