ACMR earnings
ACM Research, Inc. — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Aug 07, 2026 | 0.61 | 0.42 | +45.7% |
| May 08, 2026 | 0.34 | 0.30 | +13.3% |
| May 07, 2026 | 0.34 | 0.26 | +33.3% |
| Feb 26, 2026 | 0.25 | 0.39 | -35.9% |
ACM Research, Inc. reported results (Aug 07, 2026). EPS came in at $0.61 against a $0.42 consensus, beat by 45.7%. Revenue was $292.9M versus $269.3M expected, beat by 8.8%.
read the full report →ACM Research, Inc. (ACMR) reported a strong Q1 FY2026, with revenue and EPS both beating street estimates. Revenue came in at $231.3 million, a 7.2% surprise over the $215.7 million estimate, while EPS of $0.34 exceeded the $0.26 estimate by 33.3%.
read the full report →ACM Research, Inc. cleared the Q4 revenue bar by +1.3%, but the -35.9% EPS miss and 40.9% gross margin show the 2026 debate is operating intensity, not demand. The variant view is that the stock’s next move should be driven less by the $1.08 billion to $1.175 billion revenue outlook and more by whether spending and capex convert into mix recovery before investors assign full credit to the long-term $4 billion ambition.
read the full report →ACM Research, Inc. printed an +8.3% revenue surprise, but the market should not pay for the top-line beat as if it flowed through to shareholders: EPS missed by -23.4%, gross margin fell to 42.0%, and ACM Shanghai dilution moved parent economics to 74.6%. The variant view is that this quarter validates demand and capacity, but also marks a lower-quality phase of growth where the right debate is not whether revenue can scale, but how much of that scale converts into ACMR per-share earnings.
read the full report →- Q1 non-GAAP earnings per share $0.34.