ACM Research, Inc. (ACMR) Form 8-K — Aug 7, 2026
ACM Research (NASDAQ: ACMR) reported second quarter 2026 revenue of $292.9 million, up 36.0% year over year, with GAAP net income attributable to the company of $89.0 million or $1.23 per diluted share, versus $0.44 a year ago. Non-GAAP diluted EPS was $0.61 versus $0.55 in Q2 2025. Management raised full-year 2026 revenue guidance to a range of $1.125 billion to $1.175 billion, implying 25% to 30% growth, citing strong order activity and visibility. Growth was led by ECP, up 168%, and advanced packaging, up 153%, and the company shipped its 2,000th electroplating chamber while receiving first production orders for its 510 x 515 mm Ultra ECP ap-p tool.
Key figures
- Eps
- 1.23
- Revenue
- 292919000
- Guidance
- FY2026 revenue raised to $1.125 billion to $1.175 billion from prior $1.08 billion to $1.175 billion, representing 25% to 30% growth
- Net Income
- 88984000
- Revenue Yoy
- 36.0%
- Total Assets
- 3399238000
- Cash Position
- $1.36 billion in cash, restricted cash and short-term time deposits at June 30, 2026; net cash of $1.0 billion
- Shipments
- $281.5 million, up 36.4% year over year
- Gross Margin
- 46.0% vs 48.5% in Q2 2025
- Gaap Diluted EPS
- $1.23 vs $0.44 in Q2 2025
- Operating Income
- $49.7 million vs $31.7 million
- Operating Margin
- 17.0% vs 14.7%
- Ecp Category Growth
- 168%
- Non Gaa PDiluted EPS
- $0.61 vs $0.55 in Q2 2025
- Long Term Revenue Target
- $4 billion
- Advanced Packaging Growth
- 153%
- Net Cash Q1 2026 Comparison
- $924.2 million at March 31, 2026
- Unrealized Gain On Investments
- $69.6 million vs $2.7 million
Price after filing
Close on the filing date to close N calendar days later (from $79.90). Historical, not a forecast.
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