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Dec 31, 2025
ACM Research Q4 2025 Earnings Report
ACM Research reported fourth quarter 2025 revenue growth with lower margins and reduced profitability compared to the prior year period.
Key Takeaways
For Q4 2025, ACM Research generated revenue of 244430000, up 9.4% year-over-year, while net income attributable to ACM Research, Inc. declined to 8049000 and operating income decreased to 23035000 amid lower gross margin.
Revenue increased 9.4% year-over-year to 244430000.
Gross margin declined to 40.9% from 49.6% in the prior year period.
Operating income decreased to 23035000 from 43989000 year-over-year.
Total shipments were 228000000 in Q4 2025 versus 264000000 in Q4 2024.
Revenue by Segment
Forward Guidance
ACM is maintaining its fiscal year 2026 revenue guidance range of 1080000000 to 1175000000, representing expected growth of 21% to 30%.
Positive Outlook
- Maintained 2026 revenue guidance of 1080000000 to 1175000000.
- Expected growth of 21% to 30% in 2026.
- Incremental contributions anticipated from Tahoe, SPM cleaning and furnace products.
- Continued momentum in advanced packaging tools.
- Expansion into global markets supported by Oregon operations beginning in second half of 2026.
Challenges Ahead
- Gross margin declined year-over-year in Q4 2025.
- Operating income decreased 47.6% compared to prior year quarter.
- Total shipments declined from 264000000 to 228000000 year-over-year.
- Operating expenses increased as a percentage of revenue.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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