Q3 2025 ACM Research Inc Earnings Call Transcript

Nov 5, 2025 / 01:00 PM GMT

Release Date Price: $31.14 (-19.95%)

Transcript 10-Q8-K8-K

Key Points

Positve

ACM Research Inc (ACMR) reported a strong revenue growth of 32% year over year, reaching a new quarterly record.
The company completed a successful capital raising of approximately $623 million through its ACM Shanghai subsidiary, strengthening its balance sheet.
ACM Research Inc (ACMR) is seeing strong global customer engagement in its proprietary horizontal plating technology for panel-level packaging.
The company's high-temperature SPM platform is achieving industry-leading performance, potentially leading to higher product yields for customers.
ACM Research Inc (ACMR) plans to accelerate R&D investment to advance existing tools and develop new product categories, supporting future growth.

Negative

Gross margin was at the low end of the target range at 42.1%, impacted by product mix and inventory provisions.
Shipments for the quarter were only up 1% year over year, with some customer delays and part shortages affecting delivery timelines.
Operating income decreased by 34.9%, with operating margin dropping to 13.6% from 27.5% in the previous year.
Net income attributable to ACM Research Inc (ACMR) fell to $24.8 million from $42.4 million, reflecting a significant decline.
The company experienced a higher level of inventory provisions, impacting cost of goods sold and overall financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACMR.OQ - ACM Research Inc
Q3 2025 ACM Research Inc Earnings Call
Nov 05, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen.

Thank you for standing by and welcome to the ACM Research 3rd quarter 2025 earnings conference call. Currently, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session and instructions will follow at that time. As a reminder, we are recording today's call. If you have any objections, you may disconnect at this time. Now I'd like to turn the call over to Steven Pleo, managing director of the Blue Shirt Group. Steven, please go ahead.

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Unidentified_2 [2]
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Good day everyone.

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