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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ACM Research
ACM Research (ACMR) investor relations material
ACM Research Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue rose 36.6% YoY to $367.7M; shipments increased 30.6% to $343.5M, led by ECP and advanced packaging as cleaning returned to growth.
Backlog reached $2.5B as of Sept. 29, up 88% YoY; orders through Sept. 30 increased 147%.
FY2026 revenue guidance rose to $1.24B–$1.28B, representing expected growth of 38%–42%.
Financial highlights
Q3 revenue was $367.7M versus $269.2M; shipments were $343.5M, up 30.6% YoY.
GAAP operating income was $55.5M versus $28.9M; non-GAAP operating income was $66.2M versus $36.5M.
GAAP net income attributable to ACM Research, Inc. was $1.5M versus $35.9M; adjusted net income was $40.5M versus $28.4M.
Diluted GAAP EPS was $0.02 versus $0.52; non-GAAP diluted EPS was $0.55 versus $0.41.
9M revenue rose 35.8% to $891.9M; net income was $154.8M and attributable net income was $107.8M.
Outlook and guidance
FY2026 revenue guidance increased from $1.125B–$1.175B to $1.24B–$1.28B; shipments are expected to grow faster than revenue.
Outlook assumes continued customer demand and robust Q4 shipments; risks include trade policy, customer spending, supply constraints and first-tool acceptance timing.
Q4 gross margin is expected to improve modestly from Q3; the long-term gross margin target is 42%–48%, and FY2026 effective tax rate is expected in the 10% range.
FY2026 expense plans: R&D at 15%–17% of sales, sales and marketing at 7%–8%, and G&A at 5%.
Furnace revenue is expected to become more meaningful in 2027; track and PECVD shipments are expected in 2027, with revenue as qualification and production adoption progress into 2028.
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Latest events from ACM Research
- Strong revenue growth, global expansion, and innovation drive a $4B+ long-term target.ACMR
Investor presentation - Q2 2026 revenue up 36% to $292.9M, with raised FY guidance and strong net income growth.ACMRQ2 2026
- All director nominees and the independent auditor were approved by a strong shareholder quorum.ACMRAGM 2026
- Q1 2026 revenue up 34%, driven by innovation, global expansion, and new product launches.ACMRInvestor presentation
- Q1 2026 revenue rose 34.2% to $231.3M, with strong ECP growth and $110M raised from share sale.ACMRQ1 2026
- Shareholders will vote virtually on director elections, auditor ratification, and strong governance practices.ACMRProxy filing
- 2025 revenue rose 15.2% to $901.3M, with expanding global reach and product innovation.ACMRInvestor presentation
- 2025 revenue hit $901.3M, with 2026 guidance for 21–30% growth despite margin pressure.ACMRQ4 2025
- Q3 revenue up 21% to $204M, net income up 20%, and 2024 guidance raised on strong global growth.ACMRQ3 2024
Next ACM Research earnings date
Q4 202626 Feb, 2027
ACM Research
Next ACM Research earnings date
Q4 202626 Feb, 2027
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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.