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ACM Research (ACMR) investor relations material
ACM Research Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 2025 revenue was $215.4M, up 6.4% year-over-year, driven by growth in cleaning, plating, furnace, and advanced packaging tools.
Net income attributable was $29.8M, up 22.9% year-over-year; non-GAAP net income was $36.8M versus $37.5M.
Gross margin reached 48.5%, exceeding the target range, with non-GAAP gross margin at 48.7%.
Major upgrades to cleaning tools and new product launches, including the Ultra C wb Wet Bench with N2 bubbling technology, reinforced leadership in wafer cleaning.
Management reaffirmed long-term growth confidence, especially in China, and highlighted global expansion with new U.S. tool deliveries.
Financial highlights
Q2 2025 revenue: $215.4M (+6.4% YoY); shipments: $206M (+32% sequentially, +2% YoY).
Net income attributable: $29.8M (+22.9% YoY); diluted GAAP EPS: $0.44 (up from $0.35); non-GAAP EPS: $0.54 (vs. $0.55).
Gross margin: 48.5% (up from 47.8% YoY); non-GAAP: 48.7% (up from 48.2%).
Operating income: $31.7M (down from $37.6M YoY); non-GAAP: $41.5M (down from $51.9M).
Cash, equivalents, and deposits at quarter end: $483.9M; total borrowings: $278.1M.
Outlook and guidance
2025 revenue guidance maintained at $850M–$950M, implying 15% YoY growth at midpoint.
Long-term revenue target for Mainland China raised to $2.5B and global target to $4B, based on higher WFE market size and market share assumptions.
Gross margin expected to remain between 42% and 48% for the foreseeable future.
Management anticipates continued growth in R&D and sales and marketing expenses to support expansion.
Outlook reflects ongoing impacts from trade policy, customer spending, supply chain, and tool acceptance timing.
Assess supply chain risks from export controls.
Outside China, what milestones to look for?
Why was Q2 revenue growth below full year guidance?
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Next ACM Research earnings date
Q3 20255 Nov, 2025
Next ACM Research earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
ACM Research, Inc. engages in the development, manufacture, and sale of single-wafer wet cleaning equipment for enhancing the manufacturing process and yield for integrated chips worldwide. Its products include single-wafer ultrasonic cleaning equipment; and single-wafer megasonic cleaning equipment. The company offers its products to wafer manufacturers and assemblers serving the logic and memory semiconductor industries. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.
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