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ACM Research ACMR Deferred Revenue

Deferred Revenue at other companies

Applied Materials logo
Applied MaterialsAMAT
$2.57B+3.2%
Lam Research logo
Lam ResearchLRCX
$2.09B+11.1%
Entegris logo
EntegrisENTG
Amkor Technology logo
Amkor TechnologyAMKR
KLA Corporation logo
KLA CorporationKLAC
Celestica logo
CelesticaCLS

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$7.59B+75.5%
Enterprise value$7.02B+71.6%
P/E83.4×+42.8×
P/S7.9×+2.5×

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:ContractWithCustomerLiabilityCurrent.

The official record: ACM Research’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is ACM Research's deferred revenue?
ACM Research (ACMR) reported deferred revenue of $168.83M in Q1 2026.
How has ACM Research's deferred revenue changed year-over-year?
ACM Research's deferred revenue decreased by 30.1% year-over-year, from $241.46M to $168.83M.
What is the long-term trend for ACM Research's deferred revenue?
Over 5 years (2020 to 2025), ACM Research's deferred revenue has grown at a 60.0% compound annual growth rate (CAGR), from $17.89M to $187.81M.
What does deferred revenue mean?
Customer payments received for work that has not yet been completed.
How do you interpret deferred revenue?
An increase is a positive leading indicator of future revenue growth and strong customer demand.
How does deferred revenue compare across companies?
High levels are common in capital equipment industries where long lead times require customer deposits.