NASDAQ$AMKR

Amkor Technology Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Amkor's Q2 2024 financial results were announced, showing a sequential revenue increase driven by advanced packaging solutions.

Amkor Technology reported Q2 2024 results with net sales of $1.46 billion, a 7% increase sequentially. The growth was driven by advanced packaging, particularly for premium smartphones and AI solutions. Strength in communications and computing was partially offset by weakness in the automotive, industrial, and consumer markets.

  • Net sales reached $1.46 billion, up 7% sequentially.
  • Gross profit was $212 million, with an operating income of $82 million.
  • Net income was $67 million, resulting in earnings per diluted share of $0.27.
  • Growth was primarily driven by advanced packaging solutions for smartphones and AI.

Headline financials

Total Revenue

$1.46B

Previous: $1.46B+0.2%
EPS

$0.27

Previous: $0.26+3.8%
Communications revenue mix

48.0%

Previous: 41.0%+17.1%
Computing revenue mix

20.0%

Previous: 20.0%+0.0%
Automotive & industrial mix

20.0%

Previous: 23.0%-13.0%
Consumer revenue mix

12.0%

Previous: 16.0%-25.0%
Capital Expenditures

-$263M

Previous: -$282M+7.0%
Free Cash Flow

-$196M

Previous: -$218M+10.3%
Net Income

$66.9M

Previous: $64.3M+4.1%
Operating Income

$81.5M

Previous: $76.3M+6.8%
Gross Profit

$212M

Previous: $187M+13.6%
Cash & Equivalents

$1.08B

Previous: $805M+34.1%
Total Assets

$6.87B

Previous: $6.64B+3.4%
R&D Expense

$39.6M

No prior period

Revenue & EPS history

Amkor · Revenue · Quarterly

$1.46B

Q2 2024+0.2%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Amkor · $1.82B total across 2 segments · Q3 2023

  • Advanced products
    $1.45B-11.5%
  • Mainstream products
    $370M-16.7%

Forward guidance

Amkor's guidance for Q3 2024 includes net sales of $1.785 billion to $1.885 billion, gross margin of 14.0% to 16.0%, and net income of $105 million to $140 million, or $0.42 to $0.56 per diluted share. Full year 2024 capital expenditures are expected to be approximately $750 million.

Tailwinds

  • Net sales are projected to be between $1.785 billion and $1.885 billion.
  • Gross margin is expected to be in the range of 14.0% to 16.0%.
  • Net income is forecasted to be between $105 million and $140 million.
  • Earnings per diluted share are anticipated to be $0.42 to $0.56.
  • Full year capital expenditures are estimated at approximately $750 million.

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 Q2 2024

Historical avgQ2 2024

+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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