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ACM Research
ACM Research (ACMR) investor relations material
ACM Research Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary19 Mar, 2026
Company overview and product portfolio
Supplies semiconductor equipment globally, with over 594 patents and advanced facilities in Shanghai, Korea, and Oregon.
Product lines include cleaning, electroplating, furnace, PECVD, track, and advanced packaging tools.
Covers over 90% of cleaning process steps and offers comprehensive solutions for wafer and panel-level packaging.
Financial performance and revenue breakdown
Achieved $901.3M revenue in 2025, up 15.2% year-over-year; Q4 2025 revenue was $244.4M, up 9.4%.
Non-GAAP gross margin for 2025 was 44.5%, down from 50.4% in 2024; non-GAAP operating income was $143M.
Diluted non-GAAP EPS for 2025 was $1.61, compared to $2.26 in 2024.
Product mix in 2025: 69% cleaning, 23% ECP/furnace/other, 8% advanced packaging/other.
Market opportunity and growth strategy
Estimated 2025 serviceable available market (SAM) is $21B, with new products doubling SAM since 2022.
Long-term internal target set for $4B+ in revenue, with significant market share goals in China and globally.
Growth driven by expanding at existing customers, international expansion, new capacity in Shanghai and Oregon, and broadening product portfolio.
Drivers of the 2025 gross margin compression
Oregon facility role in non-China market share
Role of PLP tools in chiplet integration
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Latest events from ACM Research
- 2025 revenue hit $901.3M, with 2026 guidance for 21–30% growth despite margin pressure.ACMR
Q4 202526 Feb 2026 - Q2 revenue up 40% to $202.5M, margins strong, 2024 guidance raised, new products launched.ACMRQ2 20242 Feb 2026
- Q3 revenue up 21% to $204M, margins strong, 2024 outlook raised, global expansion ongoing.ACMRQ3 202416 Jan 2026
- Supply chain localization and product innovation drive growth amid export controls and market shifts.ACMRUBS Global Technology and AI Conference11 Jan 2026
- 2024 revenue rose 40% to $782.1M, with strong margins and a robust 2025 outlook.ACMRQ4 202423 Dec 2025
- Shareholders will elect four directors and ratify the auditor at a virtual 2025 annual meeting.ACMRProxy Filing1 Dec 2025
- Election of directors and auditor ratification to be decided at the June 2025 virtual meeting.ACMRProxy Filing1 Dec 2025
- Q1 2025 revenue up 13.2% year-over-year, with net income and cash rising but margin lower.ACMRQ1 202525 Nov 2025
- Q2 2025 revenue grew 6.4% to $215.4M, with margin gains and robust global expansion outlook.ACMRQ2 202523 Nov 2025
Next ACM Research earnings date
Q1 20267 May, 2026
ACM Research
Next ACM Research earnings date
Q1 20267 May, 2026
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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