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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%
Veeco Instruments logo
Veeco InstrumentsVECO
$123.68M+114%
Entegris logo
EntegrisENTG
$34.4M-11.1%
Amtech Systems logo
Amtech SystemsASYS
$6.49M+1.4%
Benchmark Electronics logo
Benchmark ElectronicsBHE
$124.32M-1.7%

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:ContractWithCustomerLiabilityCurrent.

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
AssetsMarch 31, 2026 / (Unaudited)December 31, 2025
Current portion of long-term borrowings (note 9)13,30235,082
Related parties accounts payable (note 12)31,79132,060
Accounts payable208,867215,440
Advances from customers168,825187,809
Deferred revenue10,95417,388
Income taxes payable (note 15)24,780991
FIN-48 payable (note 15)28,30827,719
Other payables and accrued expenses (note 8)160,075150,396

Item 1. Financial Statements (unaudited)

FAQ

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?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

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