)
AAC Technologies (2018) investor relations material
AAC Technologies H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for 1H 2025 reached RMB13.32 billion, up 18.4% year-over-year, with net profit rising 63.1% to RMB876 million and basic EPS up 65.2% to RMB0.76.
Growth was driven by strong performance in optics, precision mechanics, automotive, and sensor/semiconductor segments, with notable breakthroughs in product innovation and vertical integration.
EBITDA for the 12 months ended 30 June 2025 increased 25.9% to RMB5.91 billion.
Operating cash inflow was RMB2.89 billion, up 9.1% year-over-year; free cash flow reached RMB1.86 billion.
The company is capitalizing on AI, automotive, and heat dissipation opportunities for future growth.
Financial highlights
Gross profit increased 13.9% year-over-year to RMB2.75 billion; gross margin was 20.7%, down 0.8 percentage points due to product mix.
Net gearing ratio stood at 4.7%; cash and short-term deposits totaled RMB7.75 billion.
CapEx increased 57.5% to RMB1.44 billion, supporting expansion in optics, automotive, and heat dissipation.
Basic and diluted EPS for 1H 2025 were RMB0.76, up from RMB0.46 in 1H 2024.
Free cash flow remained strong at RMB1.86 billion.
Outlook and guidance
Management expects H2 revenue growth to remain at or above 18.4%, with gross margin in acoustics and other key segments expected to improve as new products ramp up.
Acoustics gross margin to stabilize above 30% for the full year; optics lens gross margin to exceed 30% for the year, modules at 4-6%.
MEMS revenue to grow 50-60% with gross margin increase of 15-20%.
Heat dissipation business to reach RMB1.2 billion in 2025, tripling last year's scale.
Focus remains on technological innovation, global expansion, and diversification into automotive, robotics, and smart wearables.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
Next AAC Technologies earnings date
Next AAC Technologies earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)