other material
confidence high
sentiment positive
materiality 0.65
ACM Research Shanghai backlog RMB 17.1B ($2.5B) as of Sept 29, up 88.2% YoY
ACM Research, Inc.
- ACM Shanghai total backlog as of September 29, 2026 was RMB 17.1 billion (USD $2.5 billion), an 88.2% increase vs prior year's disclosed backlog.
- Backlog includes tools shipped but not yet recognized as revenue under Chinese GAAP, plus orders expected to ship in the future.
- ACM Shanghai will release nine-month 2026 financial results on October 28, 2026 after China market close; ACM reports preliminary nine-month results before U.S. market open that day.
- ACM will release full Q3 2026 results and hold a conference call in early November 2026; specific date to be announced later.
- Backlog is not a GAAP measure; the company cautions orders may not generate the estimated revenue and its methodology may not be comparable to peers.