Amtech Systems Inc (FRA:AS3)

Q1 2026 Amtech Systems Inc Earnings Call Transcript

Feb 5, 2026 / 10:00 PM GMT

Release Date Price: €13.1 (-12.67%)

Transcript 10-Q8-K

Key Points

Positve

Revenue for the quarter was $19 million, meeting the midpoint of guidance, with adjusted EBITDA at $1.4 million, also within guidance.
AI-related products accounted for 35% of revenue in the thermal processing solution segment, up from 30% in the previous quarter.
The book-to-bill ratio was 1.1, indicating strong demand, particularly in AI equipment orders.
The company reported its ninth consecutive quarter of positive operating cash flow, generating $4.1 million in the first quarter.
Amtech Systems Inc (ASYS) ended the quarter with a cash balance of $22.1 million and no debt, highlighting strong financial health.

Negative

Weak demand for Pure Hoffman products negatively impacted overall semiconductor fabrication solution (SFS) results.
The mature node semiconductor market and cost pressures at major silicon carbide semiconductor customers continue to affect demand.
Selling, general, and administrative expenses increased by $500,000 sequentially, primarily due to incentive compensation, professional fees, and insurance.
Research, development, and engineering expenses increased by $0.3 million sequentially, reflecting higher investments in next-generation products.
The company reported a GAAP net income of only $0.1 million, or $0.01 per share, a decrease from the previous quarter's $1.1 million, or $0.07 per share.

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

ASYS.OQ - Amtech Systems Inc
Q1 2026 Amtech Systems Inc Earnings Call
Feb 05, 2026 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day everyone and welcome to the Amtech System's fiscal first quarter 2026 earnings call.

Please note that this call is being recorded and simultaneously webcast.

I would now like to turn the call over to Jordan Darrow of Darrow Associates Investor Relations. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you and good afternoon everyone. We appreciate you joining us for the anti-systems fiscal 2026 1st quarter conference call.

With me today on the call are Bob Dagel, Chairman and Chief Executive Officer, and Mark Weaver, interim

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.