ACM Research, Inc. (ACMR) Form 8-K — Nov 5, 2026
ACM Research (NASDAQ: ACMR) reported Q3 2026 revenue of $367.7 million, up 36.6% year over year, with total shipments of $343.5 million up 30.6%. The company raised its FY2026 revenue guidance to $1.24-$1.28 billion, above the prior $1.125-$1.175 billion range, citing robust demand and expected strong Q4 shipments. The optics on profit were mixed: GAAP net income attributable to ACM fell to $1.5 million from $35.9 million a year ago, driven by a $39.1 million unrealized loss on short-term investments held by ACM Shanghai. On a non-GAAP basis, net income rose 43% to $40.5 million with diluted EPS of $0.55 versus $0.41.
Key figures
- Eps
- 0.02
- Revenue
- 367687000
- Guidance
- FY2026 revenue raised to $1.24 billion to $1.28 billion (38%-42% growth), up from prior $1.125 billion to $1.175 billion
- Net Income
- 1544000
- Total Assets
- 3592114000
- Cash Position
- 1280000000
- Gross margin q3 2026
- 41.5% (vs 42.0% prior year)
- Nine month revenue 2026
- 891869000
- Total shipments q3 2026
- 343500000
- Operating income q3 2026
- 55527000
- Nine month diluted eps 2026
- 1.49
- Non gaap net income q3 2026
- 40496000
- Non gaap eps diluted q3 2026
- 0.55
- Nine month net income attributable 2026
- 107835000
- Unrealized loss short term investments q3 2026
- 39133000
AI analysis
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