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ACM Research ACMR Q2 2026 earnings

Reported August 7, 2026 · Before market open

Revenue$292.9MBeat by $23.6M
EPS$0.61Beat by $0.19
Revenue estimate$269.3M
EPS estimate$0.42
“We delivered a strong second quarter, with revenue and shipments both increasing 36% year over year. Revenue growth was led by the ECP and advanced packaging categories, which grew 168% and 153%, respectively, reflecting the growing contribution of our broader product portfolio. During the quarter, we shipped our 2,000th ECP chamber, an important milestone that demonstrates the increasing adoption of our ECP technology in high-volume manufacturing of logic, memory and 3D packaging. We also delivered good profitability, and ended the quarter with $1.0 billion in net cash, providing significant financial strength to support our long-term growth strategy.”
Dr. David Wang

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$308.5M
EPS estimate$0.51

Financials

Q2 2026

Income statement

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Revenue$292.9M+36.0%
Gross profit$134.6M+28.9%
Operating income$49.7M+56.9%
Net income$89.0M+199%
EPS (diluted)$1.23+180%

Balance sheet

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Cash & equivalents$990.6M+119%
Total debt$308.5M+37.0%
Total equity$1.9B+88.6%
Total assets$3.4B+66.7%

Cash flow

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Operating cash flow-$6.4M+85.8%
CapEx$65.1M+342%
Free cash flow-$71.5M-19.8%

Valuation & ratios

Valuation

as of 09/16/26
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Market cap$4.45B+124%
Enterprise value$3.77B+115%
P/E29.6×+11.9×
P/S4.3×+1.9×

Profitability

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Gross margin43.8%-5.6pp
Operating margin13.3%-4.6pp
Net margin14.5%+0.7pp

Returns & leverage

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Return on equity10.6%-1.8pp
Debt / equity0.2×-0.1×
Current ratio3.7×+1.2×

Segments

By product

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Single Wafer Cleaning, Tahoe and Semi-Critical Cleaning Equipment$133.0M-14.2%
ECP (front-end and packaging), Furnace and Other Technologies$128.5M+168%
Advanced Packaging (excluding ECP), Services & Spares$31.4M+153%

FAQ

When did ACM Research report Q2 2026 earnings?
ACM Research (ACMR) reported Q2 2026 earnings on August 7, 2026 before market open.
What were ACM Research's Q2 2026 revenue and EPS?
ACM Research reported revenue of $292.9M and eps of $0.61 for Q2 2026.
Did ACM Research beat estimates in Q2 2026?
Revenue beat the consensus estimate of $269.3M by $23.6M. EPS beat the consensus estimate of $0.42 by $0.19.
How did ACM Research's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 36.0% from $215.4M a year earlier and eps grew 13.0% from $0.54.
Where can I find ACM Research's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-054581) and the 10-Q periodic report (0001628280-26-054832) directly on SEC EDGAR. The filing index links above go to sec.gov.