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ACM Research (ACMR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 31, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.42

Last Year’s EPS

0.54

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlights solid top-line growth (revenue +34.2%, shipments +53.6%), exceptional ECP growth (+204.9%) and clear progress on new product development, customer evaluations and global manufacturing expansion. These positives are tempered by a decline in cleaning revenue (-5.5%) despite higher cleaning shipments (+32%), lower net income and EPS, higher operating expenses, negative operating cash flow in the quarter, and elevated inventory levels. Overall, growth, product momentum and a strong cash position outweigh the near-term margin and timing headwinds, with management reiterating 2026 guidance and signaling further contribution from new products across the year.

Company Guidance

ACM reiterated 2026 revenue guidance of $1.08–$1.175 billion (midpoint ≈ +25% YoY) and said shipments will outpace revenue in 2026, while maintaining a long‑term gross‑margin target of 42%–48% (Q1 was 46.5%) and its $4 billion longer‑term revenue goal; management expects incremental 2026 contribution from Tahoe, single‑wafer SPM and vertical furnace products and >15–20 SPM units to be delivered by year‑end with cleaning mix normalizing toward ~65% of sales. They also target more meaningful vertical‑furnace revenue later in the year, >20 tools installed outside Mainland China by end‑2026 (≈10 customers in 5 countries), and U.S.‑made tool capability in Oregon by year‑end. Financial and operating guidance includes ~ $175 million of capex for 2026 (Q1 capex $22M), R&D at 16%–18% of sales, sales & marketing 8%–9%, G&A 5%–6%, an effective tax rate of 8%–10%, Lingang capacity (two buildings) up to ~$3 billion of annual output, and a strong balance sheet (cash & equivalents ≈ $1.25B, net cash ≈ $924.2M).

Strong Revenue Growth

Revenue of $231.3 million in Q1 2026, up 34.2% year-over-year, driven by ECP and advanced packaging businesses.

Shipments Outpaced Revenue

Total shipments were $240.7 million, up 53.6% year-over-year; company expects shipment growth to outpace revenue for full-year 2026.

ECP / Furnace / Other Technology Surge

ECP, furnace and other technologies revenue of $84.2 million, up 204.9% year-over-year and representing 36.4% of sales for the quarter, driven by electroplating momentum and panel plating adoption.

Advanced Packaging Growth

Advanced packaging (excluding ECP), services and spares revenue grew 62% year-over-year to $24.5 million, reflecting expanding footprint in packaging wet-process equipment and services.

Gross Margin Within Long-Term Target

Q1 gross margin was 46.5%, above the midpoint of the long-term target range (42%–48%), reflecting favorable product mix and reduced inventory provision impacts.

Strong Balance Sheet and Capital Raised

Ending cash and equivalents, restricted cash and time deposits of $1.25 billion and net cash of $924.2 million; $110 million gross proceeds from February minority share sale of ACM Shanghai to fund global expansion.

New Product Momentum and Customer Evaluations

Multiple new products progressing: single-wafer SPM tools (expect >15–20 units delivered by year-end), panel-level horizontal plating (515x510 mm and 310x310 mm in backlog), first PECVD silicon carbon nitride system shipped for evaluation, and vertical furnace tools under evaluation.

Manufacturing & Global Expansion Progress

Lingang mini line fully operational accelerating qualification cycles; second Lingang building planned; Oregon facility on track for U.S.-made tool production and demo lab by year-end 2026; goal to have >20 tools installed outside Mainland China by end of 2026.

ACM Research (ACMR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ACMR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2026	2026 (Q2)	0.42 / -	0.54	―	―	―
May 07, 2026	2026 (Q1)	0.26 / 0.34	0.46	-26.09% (-0.12)
Feb 26, 2026	2025 (Q4)	0.45 / 0.25	0.56	-55.36% (-0.31)
Nov 05, 2025	2025 (Q3)	0.53 / 0.36	0.63	-42.86% (-0.27)
Aug 06, 2025	2025 (Q2)	0.48 / 0.54	0.55	-1.82% (-0.01)
May 08, 2025	2025 (Q1)	0.32 / 0.46	0.52	-11.54% (-0.06)
Feb 26, 2025	2024 (Q4)	0.40 / 0.56	0.43	30.23% (+0.13)
Nov 07, 2024	2024 (Q3)	0.38 / 0.63	0.57	10.53% (+0.06)
Aug 07, 2024	2024 (Q2)	0.34 / 0.55	0.48	14.58% (+0.07)
May 08, 2024	2024 (Q1)	0.31 / 0.52	0.15	246.67% (+0.37)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ACMR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	$55.38	$59.20	+6.90%
Feb 26, 2026	$68.47	$57.04	-16.69%
Nov 05, 2025	$38.90	$31.14	-19.95%
Aug 06, 2025	$29.65	$25.10	-15.35%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Acm Research (ACMR) report earnings?

Acm Research (ACMR) is schdueled to report earning on Jul 31, 2026, Before Open (Confirmed).

What is Acm Research (ACMR) earnings time?

Acm Research (ACMR) earnings time is at Jul 31, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ACMR EPS forecast?

ACMR EPS forecast for the fiscal quarter 2026 (Q2) is 0.42.