)
Amtech Systems (ASYS) investor relations material
Amtech Systems Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Fourth quarter revenue reached $19.8 million, surpassing guidance, driven by strong AI-related equipment demand and outperformance in both Thermal Processing Solutions and Semiconductor Fabrication Solutions segments.
Adjusted EBITDA was $2.6 million (13% of revenue), above expectations, reflecting strong operating leverage and cash generation.
Returned to non-GAAP profitability in Q4 FY2025, with non-GAAP net income of $1.4 million ($0.10/share), driven by AI-related demand and operational improvements.
Cash balance at quarter-end was $17.9 million, up from $11.1 million a year ago, with no debt after prior repayments.
Board authorized a $5 million share repurchase program for one year, effective December 10, 2025.
Financial highlights
Net revenues increased sequentially from Q3 to $19.8 million, mainly due to robust demand in Asia for AI-related reflow ovens, but declined year-over-year from $24.1 million.
GAAP net income for Q4 FY2025 was $1.1 million ($0.07/share), up from $0.1 million in Q3 and a net loss of $0.5 million in Q4 FY2024.
Non-GAAP net income was $1.4 million ($0.10/share), up from $0.9 million in Q3 and a break-even result in Q4 FY2024.
Gross margin rose to 44.4% in Q4 2025, up from 40.7% in Q4 2024, driven by cost savings and favorable product mix.
SG&A expenses decreased $1 million sequentially and $2.4 million year-over-year due to cost reductions.
Outlook and guidance
Q1 fiscal 2026 revenue expected between $18 million and $20 million, with AI-related equipment sales partially offsetting mature node transitions.
Adjusted EBITDA margins projected in the high single digits, supported by structural and operational cost reductions.
Continued focus on margin expansion and consistent profitability through efficiency gains and cost optimization.
Results may be impacted by order timing, system shipments, logistical challenges, and currency fluctuations.
Next Amtech Systems earnings date
Next Amtech Systems 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
)
)