{"id":905856,"date":"2025-11-05T09:39:53","date_gmt":"2025-11-05T14:39:53","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/acm-research-reports-third-quarter-2025-results\/"},"modified":"2025-11-05T09:39:53","modified_gmt":"2025-11-05T14:39:53","slug":"acm-research-reports-third-quarter-2025-results","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/acm-research-reports-third-quarter-2025-results\/","title":{"rendered":"ACM Research Reports Third Quarter 2025 Results"},"content":{"rendered":"
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FREMONT, Calif., Nov. 05, 2025 (GLOBE NEWSWIRE) — ACM Research, Inc. (\u201cACM\u201d) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging applications, today reported financial results for its third quarter ended September 30, 2025.<\/p>\n

\u201cI am pleased to report another strong quarter for ACM. We grew revenue by 32%, and continue to innovate with world-class tools across multiple product lines. We believe the market is moving toward ACM as AI and global datacenter investments are demanding new innovative technology requirements for next generation semiconductor equipment,\u201d said Dr. David Wang, President and Chief Executive Officer of ACM. \u201cWe are seeing broad interest in our proprietary horizontal plating technology for panel-level packaging, with plans to deliver our first system in the fourth quarter. Our high-temperature SPM platform is setting new benchmarks as our proprietary nozzle design achieves industry-best performance at 19nm particle size and below, with significantly lower maintenance and no need to clean the outer chamber. The first shipment of our KrF Track platform in the third quarter further expands our SAM into critical lithography-adjacent applications.\u201d<\/p>\n

Dr. Wang continued, \u201cIn September, our principal operating subsidiary, ACM Shanghai, raised approximately $623 million in net proceeds from its second capital raise on the STAR Market. We plan to deploy this capital to further accelerate development of next-generation tools, complete the Lingang mini-line, and expand production capacity to support future global demand. We have narrowed the range of our guidance for 2025 revenue, and we remain committed to achieve our $4 billion long-term revenue target.\u201d<\/p>\n\n\n\n\n\n\n\n\n\n\n\n
\u00a0<\/td>\n\n Three Months Ended September 30,<\/strong>\n <\/td>\n<\/tr>\n
\u00a0<\/td>\n\n GAAP<\/strong>\n <\/td>\n\u00a0<\/td>\n\n Non-GAAP(1)<\/strong>\n <\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\n 2025<\/strong>\n <\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\n 2024<\/strong>\n <\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\n 2025<\/strong>\n <\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\n 2024<\/strong>\n <\/td>\n\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\n\n (dollars in thousands, except EPS)<\/em>\n <\/td>\n<\/tr>\n
Revenue<\/td>\n$<\/td>\n269,160<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n203,976<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n269,160<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n203,976<\/td>\n\u00a0<\/td>\n<\/tr>\n
Gross margin<\/td>\n\u00a0<\/td>\n42.0<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n51.4<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n42.1<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n51.6<\/td>\n%<\/td>\n<\/tr>\n
Income from operations<\/td>\n$<\/td>\n28,923<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n44,184<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n36,485<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n56,065<\/td>\n\u00a0<\/td>\n<\/tr>\n
Net income attributable to ACM Research, Inc.<\/td>\n$<\/td>\n35,889<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n30,904<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n24,795<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n42,372<\/td>\n\u00a0<\/td>\n<\/tr>\n
Basic EPS<\/td>\n$<\/td>\n0.56<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.49<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.39<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.68<\/td>\n\u00a0<\/td>\n<\/tr>\n
Diluted EPS<\/td>\n$<\/td>\n0.52<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.45<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.36<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.63<\/td>\n\u00a0<\/td>\n<\/tr>\n<\/table>\n

\n \n <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
\u00a0<\/td>\n\n Nine Months Ended September 30,<\/strong>\n <\/td>\n<\/tr>\n
\u00a0<\/td>\n\n GAAP<\/strong>\n <\/td>\n\u00a0<\/td>\n\n Non-GAAP(1)<\/strong>\n <\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\n 2025<\/strong>\n <\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\n 2024<\/strong>\n <\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\n 2025<\/strong>\n <\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\n 2024<\/strong>\n <\/td>\n\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\n\n (dollars in thousands, except EPS)<\/em>\n <\/td>\n<\/tr>\n
Revenue<\/td>\n$<\/td>\n656,879<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n558,647<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n656,879<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n558,647<\/td>\n\u00a0<\/td>\n<\/tr>\n
Gross margin<\/td>\n\u00a0<\/td>\n45.7<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n50.3<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n45.9<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n50.6<\/td>\n%<\/td>\n<\/tr>\n
Income from operations<\/td>\n$<\/td>\n86,394<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n107,009<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n113,543<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n147,801<\/td>\n\u00a0<\/td>\n<\/tr>\n
Net income attributable to ACM Research, Inc.<\/td>\n$<\/td>\n86,029<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n72,547<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n92,874<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n114,490<\/td>\n\u00a0<\/td>\n<\/tr>\n
Basic EPS<\/td>\n$<\/td>\n1.35<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n1.17<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n1.45<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n1.85<\/td>\n\u00a0<\/td>\n<\/tr>\n
Diluted EPS<\/td>\n$<\/td>\n1.26<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n1.07<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n1.36<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n1.70<\/td>\n\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n<\/table>\n

\n (1)\u00a0\u00a0\u00a0Reconciliations to U.S. generally accepted accounting principles (\u201cGAAP\u201d) financial measures from non-GAAP financial measures are presented below under \u201cReconciliation of GAAP to Non-GAAP Financial Measures.\u201d Non-GAAP financial measures exclude stock-based compensation and, with respect to net income (loss) attributable to ACM Research, Inc. and basic and diluted earnings per share, also exclude unrealized gain (loss) on short-term investments.<\/sup>
\n \n <\/p>\n

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\n Outlook<\/u>
\n <\/strong>\n <\/p>\n

ACM has narrowed the range of its revenue guidance range for fiscal year 2025 to $875 million to $925 million, versus the prior range of $850 million to $950 million. This expectation is based on ACM management\u2019s current assessment of the continuing impact from international trade policy, together with various expected spending scenarios of key customers, supply chain constraints, and the timing of acceptances for first tools under evaluation in the field, among other factors.<\/p>\n

\n
\n Operating Highlights and Recent Announcements<\/u>
\n <\/strong>\n <\/p>\n