NASDAQ$AMKR

Amkor Technology Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Amkor's first quarter revenue record was delivered with a 15% increase over the first quarter of last year.

Amkor Technology reported a record first quarter with net sales of $1.33 billion, a 15% increase year-on-year. The company's gross margin was 20.0%, and operating income margin was 10.9%. Net income was $120 million, with earnings per diluted share at $0.49.

  • Record first quarter net sales of $1.33 billion, up 15% year-on-year.
  • Gross margin reached 20.0%, with an operating income margin of 10.9%.
  • Net income was reported at $120 million, with earnings per diluted share of $0.49.
  • EBITDA was $280 million.

Headline financials

Total Revenue

$1.33B

Previous: $1.15B+15.1%
EPS (adj)

$0.49

Previous: $0.26+88.5%
Communications revenue mix

40.0%

Previous: 38.0%+5.3%
Computing revenue mix

17.0%

Previous: 15.0%+13.3%
Automotive & industrial mix

22.0%

Previous: 23.0%-4.3%
Capital Expenditures

-$110M

Previous: -$55.9M-97.5%
Free Cash Flow

$9.46M

Previous: $8M+18.2%
Net Income

$120M

Previous: $63.9M+87.5%
Operating Income

$144M

Previous: $84.1M+71.8%
Gross Profit

$266M

Previous: $189M+40.6%
Cash & Equivalents

$650M

Previous: $941M-30.9%
Total Assets

$5.05B

Previous: $4.81B+5.0%

Revenue & EPS history

Amkor · Revenue · Quarterly

$1.33B

Q1 2021+15.1%vs Q1 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Amkor · $1.33B total across 2 segments · Q1 2021

  • Advanced products
    $921M+30.6%
  • Mainstream products
    $405M-9.6%

Forward guidance

The second quarter is expected to be another solid quarter, with revenue of $1.34 billion at the midpoint of guidance. Capacity constraints in wafers and substrates are expected to affect portions of the supply chain in the near term.

Tailwinds

  • Revenue of $1.29 billion to $1.39 billion
  • Gross margin of 17% to 20%
  • Net income of $77 million to $127 million, or $0.32 to $0.52 per diluted share
  • Full year 2021 capital expenditures of approximately $700 million
  • Overall, the company continues to see solid demand across all of its key markets

Headwinds

  • Capacity constraints in wafers and substrates are expected to affect portions of the supply chain in the near term.
  • Working closely with customers and suppliers to mitigate the impact
  • Dependence on the highly cyclical, volatile semiconductor industry
  • Industry downturns and declines in global economic and financial conditions
  • The development, transition and ramp to high volume manufacture of more advanced silicon nodes and evolving wafer, packaging and test technologies may cause production delays, lower manufacturing yields and supply constraints for new wafers and other materials

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 Q1 2021

Historical avgQ1 2021

+1.6%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+4.1%

Avg return

30 days after

55%

38 / 69 earnings

Positive

+37.8%

Q3 2019

Best reaction

-21.3%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.7%-6.0%-6.7%
Q4 2025+1.8%-9.6%-21.4%
Q3 2025-3.1%-2.7%+5.2%
Q2 2025-3.1%-6.2%+3.8%
Q1 2025-2.6%+3.8%+7.1%
Q4 2024-11.3%-7.6%-22.0%
Q3 2024-6.4%-13.0%-12.9%
Q2 2024-20.0%-25.0%-14.5%
Q1 2024+5.6%+5.6%+6.2%
Q4 2023-4.0%-2.4%+10.0%
Q3 2023+0.4%+14.7%+36.5%
Q2 2023+0.1%-4.8%-5.8%
Q1 2023-5.9%-3.5%+10.8%
Q4 2022+0.0%-3.9%-11.6%
Q3 2022-1.5%+1.3%+34.7%
Q2 2022+9.5%+12.3%-0.2%
Q1 2022-2.4%+3.3%+7.9%
Q4 2021+15.7%+12.2%+7.9%
Q3 2021-0.1%-1.6%+4.4%
Q2 2021+2.3%+7.3%+13.5%
Q1 2021-11.6%-15.1%-11.5%
Q4 2020+8.6%+35.6%+20.6%
Q3 2020-15.3%-10.8%+7.4%
Q2 2020+18.6%+12.6%+7.9%
Q1 2020+1.7%+3.4%+16.6%
Q4 2019+19.5%+14.0%-21.9%
Q3 2019+37.8%+19.7%+13.9%
Q2 2019+19.3%+11.7%+5.6%
Q1 2019-6.3%-13.1%-27.8%
Q4 2018+6.4%+13.1%+2.5%
Q3 2018+19.9%+19.4%+14.4%
Q2 2018-2.9%+1.2%-3.4%
Q1 2018-4.2%-3.5%+4.1%
Q4 2017+8.2%+9.3%+20.1%
Q3 2017+5.7%+1.9%-2.2%
Q2 2017-9.5%-16.4%-14.6%
Q1 2017-1.7%-2.3%-2.0%
Q4 2016-3.6%+0.8%+9.2%
Q3 2016+11.3%+13.5%+28.6%
Q2 2016+16.1%+28.1%+44.7%
Q1 2016+1.7%
Q4 2015-21.3%
Q3 2015+8.9%
Q2 2015-16.7%
Q1 2015-8.2%
Q4 2014+23.9%
Q3 2014-16.3%
Q2 2014-3.7%
Q1 2014+8.9%
Q4 2013-0.8%
Q3 2013+8.2%
Q2 2013-1.4%
Q1 2013+11.6%
Q4 2012+2.5%
Q3 2012-4.9%
Q2 2012+2.9%
Q1 2012+4.2%
Q4 2011+2.3%
Q3 2011+6.1%
Q2 2011-9.5%
Q1 2010+2.0%
Q1 2011-0.6%
Q4 2008+3.9%
Q4 2010+3.9%
Q3 2009+1.2%
Q3 2010+1.2%
Q2 2009+3.6%
Q4 2009+3.6%
Q2 2010+3.6%

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