AMKR Q2 FY2026 earnings: EPS beat by 48.9%, revenue beat by 4.6%
Amkor Technology reported Q2 FY2026. EPS came in at $0.70 against a $0.47 consensus, beat by 48.9%. Revenue was $1.9B versus $1.8B expected, beat by 4.6%. Gross margin was 16.8%, up 260 bps from last quarter.
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Qtrly non-GAAP earnings per share $0.70.
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“Net income was $174 million and EPS was $0.70.”
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Sees Q3 revenue $1.95 billion to $2.05 billion.
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“Q3 revenue is expected to be between $1.95 billion and $2.05 billion.”
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Sees 2026 capital expenditures of $2.5 billion to $3.0 billion.
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“As of June 30, we held $2.5 billion in cash and short-term investments and total liquidity was $3.6 billion.”
Capacity & Capex “Computing growth is expected to accelerate to nearly 30% sequentially in Q3, driven by AI data center demand and the HDFO CPU ramp Kevin referenced earlier.”
Guidance “R&D expansion is also underway on our Guangzhou campus, where we expect incremental manufacturing space will provide cleanroom capacity to support data center and advanced packaging growth opportunities in 2028 and beyond.”
4 more flagged statementsand 2 tone events from this call are in the Pro read.
Subscribe — $49.99/mo →| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.70 | $0.47 | beat by 48.9% |
| Revenue | $1.9B | $1.8B | beat by 4.6% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $1.9B | +12.7% | +25.6% |
| Gross profit | $318.6M | +33.3% | +75.1% |
| Operating income | $199.9M | +99.3% | +117.3% |
| Net income | $173.8M | +108.5% | +219.3% |
| Diluted EPS | $0.70 | +112.1% | +218.2% |
| Gross margin: 16.8%. |
Revenue is up 25.6% from the same quarter last year. Gross margin sits at 16.8%, a new high for the period charted.
This section is part of the Pro report for AMKR.
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