NASDAQ$ACMR

ACM Research Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

ACM Research reported Q3 2025, revenue of $245M, net income of $46.4M, diluted EPS of $0.72.

For Q3 2025, ACM Research reported revenue of $245M, net income of $46.4M, diluted EPS was $0.72. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $245M.
  • Net income $46.4M.
  • Diluted EPS $0.72.

Headline financials

Total Revenue

$269M

Previous: $204M+32.0%
EPS (adj)

$0.72

Previous: $0.45+60.0%
Total Shipments

$263M

Previous: $261M+0.7%
Capital Expenditures

-$42.5M

Previous: -$71M+40.2%
Net Income

$35.9M

Previous: $30.9M+16.1%
Operating Income

$28.9M

Previous: $44.2M-34.5%
Gross Profit

$113M

Previous: $105M+7.9%

Revenue & EPS history

ACM Research · Revenue · Quarterly

$269M

Q3 2025+32%vs Q3 2024
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

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

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 2025

Historical avgQ3 2025

+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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