ACM Research (ACMR)
Supplies wet-cleaning and adjacent process equipment for wafer fabrication and advanced packaging.
$78.00
vs last close+2.20 (+2.90%)
In millions of USD, except per-share figures
| In millions | Q3 FY23Sep 2023 | Q4 FY23Dec 2023 | Q1 FY24Mar 2024 | Q2 FY24Jun 2024 | Q3 FY24Sep 2024 | Q4 FY24Dec 2024 | Q1 FY25Mar 2025 | Q2 FY25Jun 2025 | Q3 FY25Sep 2025 | Q4 FY25Dec 2025 | Q1 FY26Mar 2026 | Q2 FY26Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 169 | 170 | 152 | 202 | 204 | 223 | 172 | 215 | 269 | 244 | 231 | 293 |
| Cost of revenue | 80 | 91 | 73 | 106 | 99 | 113 | 90 | 111 | 156 | 145 | 124 | 158 |
| Gross profit | 89 | 79 | 79 | 97 | 105 | 111 | 83 | 104 | 113 | 100 | 107 | 135 |
| 55 | 56 | 54 | 59 | 61 | 67 | 57 | 73 | 84 | 77 | 71 | 85 | |
| Research & development | 26 | 32 | 24 | 26 | 28 | 28 | 28 | 34 | 40 | 44 | 37 | 42 |
| 29 | 23 | 30 | 33 | 33 | 39 | 29 | 39 | 45 | 33 | 35 | 43 | |
| Selling & marketing | 17 | 9 | 14 | 17 | 16 | 18 | 16 | 22 | 22 | 16 | 21 | 24 |
| General & administrative | 12 | 14 | 16 | 16 | 17 | 21 | 13 | 17 | 22 | 17 | 14 | 19 |
| Operating income | 33 | 23 | 25 | 38 | 44 | 44 | 26 | 32 | 29 | 23 | 36 | 50 |
| −1 | 8 | 1 | 3 | −2 | 12 | 1 | 6 | 20 | −2 | −6 | 86 | |
| Interest income | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 4 | 3 | 4 | 5 | 7 |
| Interest expense | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| Other non-operating income | 1 | −9 | −2 | −4 | 0 | −14 | −3 | −8 | −22 | 0 | 4 | −88 |
| Income before tax | 32 | 31 | 26 | 41 | 43 | 56 | 27 | 38 | 49 | 21 | 30 | 136 |
| Income tax expense | 1 | 8 | 4 | 9 | 4 | 17 | 2 | 2 | 3 | 7 | 4 | 13 |
| Net income from continuing operations | 31 | 23 | 22 | 31 | 39 | 39 | 25 | 36 | 46 | 14 | 26 | 122 |
| Net income | 26 | 18 | 17 | 24 | 31 | 31 | 20 | 30 | 36 | 8 | 17 | 89 |
| EPS, basic | $0.43 | $0.29 | $0.28 | $0.39 | $0.49 | $0.49 | $0.32 | $0.47 | $0.56 | $0.12 | $0.26 | $1.31 |
| EPS, diluted | $0.39 | $0.26 | $0.26 | $0.35 | $0.45 | $0.46 | $0.30 | $0.44 | $0.52 | $0.11 | $0.24 | $1.23 |
| Weighted average shares, basic | 60 | 61 | 61 | 62 | 63 | 63 | 63 | 64 | 64 | 65 | 66 | 68 |
| Weighted average shares, diluted | 65 | 66 | 66 | 67 | 67 | 67 | 67 | 67 | 68 | 69 | 70 | 72 |
| EBITDA | 34 | 34 | 30 | 44 | 46 | 61 | 32 | 43 | 55 | 28 | 37 | 150 |
| Depreciation & amortization | 2 | 2 | 3 | 2 | 2 | 3 | 3 | 3 | 4 | 6 | 5 | 12 |
| EBIT | 32 | 32 | 27 | 42 | 44 | 58 | 29 | 40 | 51 | 23 | 32 | 138 |