NASDAQ$ACMR

ACM Research Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

ACM Research reported strong Q3 2024 results, featuring record revenue and shipments, solid profitability, and positive cash flow from operations.

ACM Research reported a strong third quarter with record revenue of $204.0 million, a 21% increase year-over-year. The company's GAAP EPS was $0.45, and non-GAAP EPS was $0.63. The company has raised its revenue guidance for fiscal year 2024 to a range of $725 million to $745 million.

  • Revenue increased by 21% year-over-year, reaching $204.0 million.
  • Total shipments in Q3 2024 were $261 million, up 23% from Q3 2023.
  • The company's upgraded Ultra C Tahoe cleaning tool is now in production at multiple customer facilities in mainland China.
  • ACM raised its revenue guidance for fiscal year 2024 to $725 million - $745 million.

Headline financials

Total Revenue

$204M

Previous: $169M+21.0%
EPS

$0.45

Previous: $0.57-21.1%
Total Shipments

$261M

Previous: $261M+0.1%
Capital Expenditures

-$71M

Previous: -$49.5M-43.4%
Free Cash Flow

-$40.1M

Previous: -$23.9M-68.3%
Net Income

$30.9M

Previous: $25.7M+20.3%
Operating Income

$44.2M

Previous: $33.2M+33.2%
Gross Profit

$105M

Previous: $88.5M+18.4%
Cash & Equivalents

$333M

Previous: $207M+61.0%
Total Assets

$1.79B

Previous: $1.41B+27.2%
R&D Expense

$27.8M

Previous: $26.2M+6.4%
Stock-Based Comp

$11.9M

Previous: $10.6M+12.3%

Revenue & EPS history

ACM Research · Revenue · Quarterly

$204M

Q3 2024+21%vs Q3 2023
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

ACM Research · $169M total across 3 segments · Q3 2023

  • Single Wafer Cleaning, Tahoe & Semi-Critical
    $132M+32.8%
  • ECP, Furnace & Other Tech
    $25.5M+4.0%
  • Advanced Packaging, Services & Spares
    $10.6M+12.4%

Forward guidance

ACM has raised its revenue guidance range for fiscal year 2024 to a range of $725 million to $745 million from the prior range of $695 million to $735 million.

Tailwinds

  • Raised revenue guidance for fiscal year 2024.
  • ACM management’s current assessment of the continuing impact from international trade policy.
  • Expected spending scenarios of key customers.
  • Supply chain constraints.
  • Timing of acceptances for first tools under evaluation in the field.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+4.6%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+4.8%

Avg return

30 days after

66%

25 / 38 earnings

Positive

+52.3%

Q4 2017

Best reaction

-24.2%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%+9.5%+29.2%
Q4 2025-16.8%-24.7%-41.5%
Q3 2025-20.0%-15.3%-9.8%
Q1 2025+11.8%+25.5%+23.3%
Q4 2024+20.7%+6.0%+7.3%
Q3 2024+1.4%-1.5%-21.4%
Q2 2024+28.8%+24.9%+3.5%
Q1 2024-7.5%-15.8%-18.0%
Q4 2023+41.9%+46.5%+33.7%
Q3 2023+17.9%+13.5%+7.5%
Q2 2023+13.0%+10.6%+54.0%
Q1 2023+13.4%+6.4%+12.2%
Q4 2022-9.6%-9.1%-3.7%
Q3 2022+35.7%+36.7%+44.5%
Q2 2022+4.8%+8.9%-11.3%
Q1 2022-19.5%-27.4%-9.4%
Q4 2021+2.7%+2.7%-18.7%
Q3 2021-4.8%-1.2%-27.0%
Q2 2021-2.4%-0.3%+4.7%
Q1 2021+1.8%-10.7%+12.4%
Q4 2020-24.2%-26.0%-35.0%
Q3 2020+0.4%-8.2%-14.6%
Q2 2020+4.3%-6.9%-23.8%
Q1 2020+17.3%+42.9%+65.7%
Q4 2019-14.7%+9.2%+50.2%
Q3 2019+9.9%+0.9%+8.1%
Q2 2019+12.5%+12.4%-9.5%
Q1 2019+0.5%+3.8%+1.3%
Q4 2018-16.9%-11.2%+18.4%
Q3 2018+20.1%+13.0%+4.7%
Q2 2018-0.8%+0.5%-9.3%
Q1 2017-1.7%-6.5%+10.5%
Q1 2018-6.0%-3.4%-2.3%
Q2 2017+2.2%-1.0%-5.3%
Q4 2017+52.3%+81.4%+69.9%
Q4 2016+1.0%-6.3%-6.6%
Q3 2016+1.0%-6.3%-6.6%
Q3 2017+3.1%-0.8%-6.5%
Q2 2016
Q4 2015

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