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ACM Research
ACM Research (ACMR) investor relations material
ACM Research Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Full-year 2025 revenue reached a record $901.3 million, up 15.2% year-over-year, outpacing a flat China WFE market.
Q4 2025 revenue was $244.4 million, up 9.4% year-over-year.
Strong execution in core and new product platforms, with significant progress in SPM cleaning, supercritical CO2 dry, and advanced packaging tools.
Expanded global presence with first tool installations in Singapore and multiple advanced packaging orders from global customers.
Ended 2025 with $845.5 million in net cash, supported by a $623 million private offering and $111 million from ACM Shanghai share sale.
Financial highlights
Full-year 2025 revenue: $901.3 million (+15.2% YoY); Q4 revenue: $244.4 million (+9.4% YoY).
2025 GAAP gross margin: 44.4% (vs. 50.1%); Q4 gross margin: 40.9% (vs. 49.6%).
2025 GAAP net income: $94.1 million (vs. $103.6 million); non-GAAP net income: $110.2 million (vs. $152.2 million).
2025 GAAP diluted EPS: $1.37 (vs. $1.53); non-GAAP EPS: $1.61 (vs. $2.26).
Cash and equivalents at year-end: $1.13 billion; net cash: $845.5 million.
Outlook and guidance
2026 revenue guidance: $1.08–$1.175 billion, representing 21–30% growth.
Gross margin expected at lower end of 42%-48% target range in 1H26, improving in 2H26 as new products ramp.
R&D spending planned at 16%-18% of sales for 2026.
Guidance reflects ongoing impacts from international trade policy, customer spending, supply chain constraints, and tool acceptance timing.
Operations in Oregon expected to begin in H2 2026.
Gross margin recovery strategy
Shipment decline vs. revenue growth implications
Oregon expansion: global market entry plan
How will R&D investment impact future operating margins?
New products' role in global market share gains
Capital allocation for global expansion and tariffs
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Next ACM Research earnings date
Q1 20267 May, 2026
ACM Research
Next ACM Research earnings date
Q1 20267 May, 2026
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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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