AEM Holdings (AWX) Q3 2026 TU earnings summary

Executive summary

• 3Q2026 revenue rose 57.2% QoQ to S$204.9M; 9M2026 revenue increased 57.2% YoY to S$452.1M.

• Fifth consecutive quarter of profit growth and fourth consecutive quarter of revenue growth, driven by AMPS shipments to a fabless AI/HPC customer and stronger PC/Foundry demand.

Financial highlights

• 9M2026 PBT was S$82.2M, versus S$6.2M in 9M2025; PAT was S$73.4M, versus S$4.0M.

• 3Q2026 PBT increased 115.7% QoQ to S$44.0M; PAT rose 158.9% QoQ to S$42.6M.

• 9M2026 reported EPS was 22.9 cents; adjusted EPS, excluding a S$7.8M non-recurring tax credit, was 20.5 cents.

Outlook and guidance

• FY2026 revenue guidance raised to S$680M–S$705M from S$630M–S$680M; EPS guidance increased to 30–33 cents from 24.5–27.5 cents.

• Revised EPS guidance excludes the S$7.8M non-recurring tax credit recognized in 3Q2026.