ACM Research expects third-quarter 2026 revenue of $360 million to $365 million, up 34% to 36% from a year earlier. It also expects total shipments of $335 million to $340 million, a year-over-year increase of 27% to 29%.
The figures are preliminary and unaudited. ACM plans to discuss its complete quarterly results and outlook for the rest of the year on November 5.
Key details
- Revenue: Expected to range from $360 million to $365 million, compared with the third quarter of 2025.
- Shipments: Expected to total $335 million to $340 million, up 27% to 29% year over year.
- Figures remain preliminary: Final unaudited results are subject to ACM’s quarter-end closing procedures and review by its independent accounting firm.
- Earnings call: ACM will discuss full third-quarter results and its revenue outlook for the remainder of 2026 on November 5 at 8 a.m. Eastern time.
- Shanghai subsidiary: The announcement coincided with ACM Research (Shanghai), ACM’s principal operating subsidiary, releasing its own unaudited third-quarter results in China. Those standalone results are reported in Chinese yuan under Chinese accounting standards and may differ materially from ACM’s consolidated results, which are reported in U.S. dollars under U.S. accounting standards.
- Ownership and contribution: ACM owned 73.2% of ACM Shanghai as of June 30. The subsidiary contributes a substantial majority of ACM’s consolidated revenue and net income.
The preliminary ranges point to strong year-over-year growth in both revenue and shipments, though ACM has not yet provided the full results or its outlook for the rest of the year.