StockWatch
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Industrial Machinery/Components
Quarterly ResultAug 7, 2026, 05:05 AM

ACM Research Q2 Revenue +36% to $292.9M; Raises FY26 Outlook

AI Summary

ACM Research reported strong second-quarter 2026 financial results, with revenue increasing 36% year-over-year to $292.9 million and shipments also up 36.4%. The company achieved significant operational milestones, including shipping its 2,000th ECP chamber and seeing substantial growth in its ECP and advanced packaging segments. Based on robust customer demand and new product ramps, ACM Research raised its full-year 2026 revenue guidance to a range of $1.125 billion to $1.175 billion.

Key Highlights

  • Q2 2026 Revenue was $292.9 million, up 36.0% year-over-year.
  • Q2 2026 GAAP Net Income attributable to ACM Research, Inc. was $89.0 million, up from $29.8 million.
  • Q2 2026 GAAP Diluted EPS was $1.23, up from $0.44 year-over-year.
  • Total shipments in Q2 2026 were $281.5 million, an increase of 36.4% year-over-year.
  • ECP and advanced packaging categories grew 168% and 153% respectively.
  • Shipped the 2,000th electroplating chamber, a significant milestone.
  • Raised full-year 2026 revenue outlook to $1.125 billion - $1.175 billion.
  • Ended the quarter with $1.0 billion in net cash.