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ACM Research (688082) 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 summary7 Aug, 2025
Executive summary
Revenue for the first half of 2025 reached RMB 3.27 billion, up 35.83% year-over-year, driven by strong demand in mainland China and effective order fulfillment.
Net profit attributable to shareholders was RMB 696 million, a 56.99% increase compared to the same period last year, with adjusted net profit up 55.17%.
The company maintained robust R&D investment, with R&D expenses rising 20.17% and total R&D spending accounting for 16.67% of revenue.
Cash flow from operating activities was negative RMB 132 million, mainly due to increased payroll, higher tax payments, and slower accounts receivable collection.
The company’s global market share in semiconductor cleaning equipment reached 8.0% (4th globally), and 8.2% in electroplating equipment (3rd globally).
Financial highlights
Operating income: RMB 3.27 billion, up 35.83% year-over-year.
Net profit attributable to shareholders: RMB 696 million, up 56.99% year-over-year.
Basic EPS: RMB 1.58, up 54.90% year-over-year; diluted EPS: RMB 1.57, up 57.00%.
Gross margin for main business: 49.97%, stable year-over-year.
Net assets attributable to shareholders: RMB 8.24 billion, up 7.49% from year-end 2024.
Total assets: RMB 13.29 billion, up 9.56% from year-end 2024.
Cash flow from operating activities: -RMB 132 million, down 129.54% year-over-year.
Outlook and guidance
The company expects continued strong demand in China’s semiconductor sector, supported by local policy and customer capital expenditure.
Ongoing R&D and product platform upgrades are expected to further enhance competitiveness and support future growth.
Management highlights risks from global trade tensions, supply chain uncertainties, and potential regulatory changes.
Address the slowdown in accounts receivable collection.
What is the strategy for new PECVD and Track products?
Provide an update on Seoul Customs inquiry for ACM Korea.
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Next ACM Research earnings date
Q3 202528 Oct, 2025
Next ACM Research earnings date
Q3 202528 Oct, 2025
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