AMKOR TECHNOLOGY, INC. (AMKR) Form 10-Q — Oct 27, 2026
Amkor Technology reported Q3 2026 net sales of $1,990.6 million, essentially flat year-over-year, but diluted EPS jumped to $0.76 from $0.51 as gross margin expanded to 18.3% from 14.3% on a richer product mix with lower material content. For the first nine months of 2026, revenue grew 15.6% to $5,573.2 million with net income attributable to Amkor of $447.7 million, or $1.79 diluted EPS versus $0.81 a year earlier. Operating cash flow more than doubled to $868.3 million. Growth was driven by computing (datacenter/AI) and automotive/industrial end markets, both up 37% in the quarter, offsetting a 28% decline in communications tied to SiP program transitions from Korea to Vietnam.
Key figures
- Eps
- 0.76
- Revenue
- 1990557000
- Guidance
- 2026 capital expenditures expected to be approximately $2.5 billion; company anticipates continued quarterly cash dividends
- Net Income
- 190613000
- Total Debt
- 2467235000
- Total Assets
- 10042224000
- Shares Outstanding
- 247810189
- Capex 9m 2026
- 1236806000
- Chips act award
- 407000000
- Gross margin 9m
- 16.5%
- Gross margin q3
- 18.3%
- Buyback remaining
- 267700000
- Buyback authorized
- 300000000
- Nine month revenue
- 5573223000
- Gross margin q3 prior
- 14.3%
- Convertible notes 2031
- 1150000000
- Nine month diluted eps
- 1.79
- Nine month revenue yoy
- 15.6%
- Operating cash flow 9m
- 868345000
- Operating income margin q3
- 11.3%
- Nine month net income attributable
- 447717000
- Remaining construction commitments
- 1951000000
- Customer advance payments expected 12m
- 1900000000
AI analysis
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