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ACM Research ACMR Advanced Packaging (excluding ECP), Services & Spares — Revenue (note 3)

Other product segments

Single Wafer Cleaning, Tahoe and Semi-Critical Cleaning Equipment
$122.48M-5.5%
ECP (front-end and packaging), Furnace and Other Technologies
$84.24M+205%

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DINORIN — Sales and other revenues (Note 3)
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DINOOther revenues — Sales and other revenues (Note 3)
$264M+193%

Other financials

Income statement

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Revenue$231.3M+34.2%
Gross profit$107.2M+29.9%
Operating income$36.2M+40.3%
Net income$17.3M-15.1%
EPS (diluted)$0.24-20.0%

Balance sheet

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Cash & equivalents$894.1M+91.1%
Total debt$323.8M+91.3%
Total equity$1.6B+66.6%
Total assets$3.1B+58.5%

Cash flow

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Operating cash flow-$29.5M-659%
CapEx$22.2M+32.7%
Free cash flow-$51.7M-352%

Valuation

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Market cap$5.52B+244%
Enterprise value$4.95B+260%
P/E60.7×+46.4×
P/S5.8×+3.8×

Profitability

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Gross margin44.2%-5.0pp
Operating margin12.5%-6.4pp
Net margin9.5%-3.8pp
FCF margin-1.1%-0.5pp

Returns & leverage

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Return on equity7.2%-5.0pp
Debt / equity0.2×0.0×
Current ratio3.5×+1.1×

Where this comes from

Reported directly by ACM Research in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: ACM Research’s 10-Q, filed May 8, 2026.

Filed
May 8, 2026, 4:05 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001628280-26-032842
Line itemThree Months Ended March 31, 2026Three Months Ended March 31, 2025
Single Wafer Cleaning, Tahoe and Semi-Critical Cleaning Equipment$122,482$129,569
ECP (front-end and packaging), Furnace and Other Technologies84,23927,630
Advanced Packaging (excluding ECP), Services & Spares24,54215,148
Total revenue$231,263$172,347

Item 1. Financial Statements (unaudited)

FAQ

What is ACM Research's advanced packaging (excluding ECP), services & spares — revenue (note 3)?
ACM Research (ACMR) reported advanced packaging (excluding ECP), services & spares — revenue (note 3) of $24.54M in Q1 2026.
How has ACM Research's advanced packaging (excluding ECP), services & spares — revenue (note 3) changed year-over-year?
ACM Research's advanced packaging (excluding ECP), services & spares — revenue (note 3) increased by 62.0% year-over-year, from $15.15M to $24.54M.
What is the long-term trend for ACM Research's advanced packaging (excluding ECP), services & spares — revenue (note 3)?
Over 4 years (2021 to 2025), ACM Research's advanced packaging (excluding ECP), services & spares — revenue (note 3) has grown at a 19.4% compound annual growth rate (CAGR), from $37.33M to $75.79M.
What does advanced packaging (excluding ECP), services & spares — revenue (note 3) mean?
This metric represents the total revenue generated from the sale of advanced packaging equipment, excluding electrochemical plating (ECP) tools, alongside associated service contracts and spare parts. It reflects the company's ability to monetize specialized semiconductor manufacturing support and maintenance beyond its core wet cleaning systems. This revenue stream is a key indicator of the company's diversification into high-growth packaging technologies and its recurring service business model.

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