ACMR
ACM Research, Inc.
Overview
ACM Research manufactures advanced semiconductor processing equipment for wafer fabrication and packaging, including wet-cleaning, plating, furnace, and PECVD systems used by chipmakers to improve yield at increasingly advanced process nodes.
ACM Research, Inc is a Technology company operating in Semiconductor Equipment & Materials with a $7.13B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-073 Q&A exchanges
- Q4 FY2025Earnings2026-02-2612 Q&A exchanges
- Q3 FY2025Earnings2025-11-0511 Q&A exchanges
- Q2 FY2025Earnings2025-08-0622 Q&A exchanges
- Q1 FY2025Earnings2025-05-089 Q&A exchanges
- Q4 FY2024Earnings2025-02-2612 Q&A exchanges
- Q3 FY2024Earnings2024-11-079 Q&A exchanges
- Q2 FY2024Earnings2024-08-0722 Q&A exchanges
- Q1 FY2024Earnings2024-05-0813 Q&A exchanges
- Q4 FY2023Earnings2024-02-2827 Q&A exchanges
- Q3 FY2023Earnings2023-11-0722 Q&A exchanges
- Q2 FY2023Earnings2023-08-0439 Q&A exchanges
- Q1 FY2023Earnings2023-05-0521 Q&A exchanges
- Q4 FY2022Earnings2023-02-2427 Q&A exchanges
- Q3 FY2022Earnings2022-11-0438 Q&A exchanges
- Q2 FY2022Earnings2022-08-0645 Q&A exchanges
- Q1 FY2022Earnings2022-05-0626 Q&A exchanges
- Q4 FY2021Earnings2022-02-2524 Q&A exchanges
- Q3 FY2021Earnings2021-11-0526 Q&A exchanges
- Q2 FY2021Earnings2021-08-0628 Q&A exchanges
- Q1 FY2021Earnings2021-05-0731 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $0.34—Rev— vs ——EODHD
- Q1 FY20262026-04-30EPS$0.34 vs $0.40-14.7%Rev$231.3M vs ——EODHD
- Q4 FY20252026-02-25EPS$0.25 vs $0.53-53.0%Rev$244.4M vs ——EODHD
- Q3 FY20252025-11-04EPS$0.36 vs $0.55-34.5%Rev$269.2M vs ——EODHD
- Q2 FY20252025-08-06EPS$0.44 vs $0.48-8.6%Rev$215.4M vs ——EODHD
- Q1 FY20252025-05-05EPS$0.46 vs $0.35+32.4%Rev$172.3M vs ——EODHD
- Q4 FY20242025-02-25EPS$0.56 vs $0.39+44.5%Rev$223.5M vs ——EODHD
- Q3 FY20242024-11-06EPS$0.63 vs $0.37+70.3%Rev$204.0M vs ——EODHD
- Q2 FY20242024-08-06EPS$0.55 vs $0.35+57.1%Rev$202.5M vs ——EODHD
- Q1 FY20242024-05-07EPS$0.52 vs $0.33+57.6%Rev$152.2M vs ——EODHD
- Q4 FY20232024-02-27EPS$0.43 vs $0.17+100.0%Rev$170.3M vs ——EODHD
- Q3 FY20232023-11-06EPS$0.57 vs $0.34+67.7%Rev$168.6M vs ——EODHD
- Q2 FY20232023-08-03EPS$0.48 vs $0.12+100.0%Rev$144.6M vs ——EODHD
- Q1 FY20232023-05-04EPS$0.15 vs $0.08+85.6%Rev$74.3M vs ——EODHD
- Q4 FY20222023-02-23EPS$0.19 vs $0.14+35.7%Rev$108.5M vs ——EODHD
- Q3 FY20222022-11-03EPS$0.45 vs $0.24+87.5%Rev$133.7M vs ——EODHD
- Q2 FY20222022-08-04EPS$0.22 vs $0.05+100.0%Rev$104.4M vs ——EODHD
- Q1 FY20222022-05-05EPS$-0.01 vs $0.01-100.0%Rev$42.2M vs ——EODHD
- Q4 FY20212022-02-24EPS$0.27 vs $0.21+28.6%Rev$95.1M vs ——EODHD
- Q3 FY20212021-11-03EPS$0.19 vs $0.13+46.2%Rev$67.0M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $0.34 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-30 | $0.34 | $0.40 | -14.7% | $231.3M | — | — | EODHD |
| Q4 FY2025 | 2026-02-25 | $0.25 | $0.53 | -53.0% | $244.4M | — | — | EODHD |
| Q3 FY2025 | 2025-11-04 | $0.36 | $0.55 | -34.5% | $269.2M | — | — | EODHD |
| Q2 FY2025 | 2025-08-06 | $0.44 | $0.48 | -8.6% | $215.4M | — | — | EODHD |
| Q1 FY2025 | 2025-05-05 | $0.46 | $0.35 | +32.4% | $172.3M | — | — | EODHD |
| Q4 FY2024 | 2025-02-25 | $0.56 | $0.39 | +44.5% | $223.5M | — | — | EODHD |
| Q3 FY2024 | 2024-11-06 | $0.63 | $0.37 | +70.3% | $204.0M | — | — | EODHD |
| Q2 FY2024 | 2024-08-06 | $0.55 | $0.35 | +57.1% | $202.5M | — | — | EODHD |
| Q1 FY2024 | 2024-05-07 | $0.52 | $0.33 | +57.6% | $152.2M | — | — | EODHD |
| Q4 FY2023 | 2024-02-27 | $0.43 | $0.17 | +100.0% | $170.3M | — | — | EODHD |
| Q3 FY2023 | 2023-11-06 | $0.57 | $0.34 | +67.7% | $168.6M | — | — | EODHD |
| Q2 FY2023 | 2023-08-03 | $0.48 | $0.12 | +100.0% | $144.6M | — | — | EODHD |
| Q1 FY2023 | 2023-05-04 | $0.15 | $0.08 | +85.6% | $74.3M | — | — | EODHD |
| Q4 FY2022 | 2023-02-23 | $0.19 | $0.14 | +35.7% | $108.5M | — | — | EODHD |
| Q3 FY2022 | 2022-11-03 | $0.45 | $0.24 | +87.5% | $133.7M | — | — | EODHD |
| Q2 FY2022 | 2022-08-04 | $0.22 | $0.05 | +100.0% | $104.4M | — | — | EODHD |
| Q1 FY2022 | 2022-05-05 | $-0.01 | $0.01 | -100.0% | $42.2M | — | — | EODHD |
| Q4 FY2021 | 2022-02-24 | $0.27 | $0.21 | +28.6% | $95.1M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $0.19 | $0.13 | +46.2% | $67.0M | — | — | EODHD |
Source: EODHD. ACMR reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks ACMR's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.54 | $1.38 | +11.9% | +1.8% | +0.6% |
| Q4 FY2026 | $1.50 | $1.38 | +8.8% | +5.8% | +5.2% |
| Q3 FY2026 | $1.44 | $1.23 | +16.8% | +6.3% | +8.6% |
| Q2 FY2026 | $1.39 | $1.24 | +12.3% | -2.7% | -3.5% |
| Q1 FY2025 | $1.34 | $1.27 | +5.5% | +6.8% | +5.6% |
| Q4 FY2025 | $1.54 | $1.44 | +7.2% | +1.8% | -1.0% |
| Q3 FY2025 | $1.67 | $1.44 | +16.0% | -4.5% | -1.6% |
| Q2 FY2025 | $1.63 | $1.45 | +12.7% | +6.8% | +7.8% |
| Q1 FY2024 | $1.59 | $1.38 | +15.5% | +4.9% | +4.4% |
| Q4 FY2024 | $1.54 | $1.35 | +14.3% | -2.1% | -4.3% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Fuping ChenSee remarks6 mono recorded callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • last call held guidance Q2 FY2026
- Jian WangSee remarks10 mono recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
- Lisa FengSee remarks1 yrno recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last guidance cut Q2 FY2026
- David H WangSee Remarks1 yr 3 mo20 callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- Mark McKechnieSee Remarks1 yr 4 mo21 callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last guidance cut Q2 FY2026
- Sotheara CheavSee remarks1 yr 4 mono recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ACMR.
$ curl https://api.spokenalpha.com/v1/companies/ACMRFAQ
Frequently asked about ACMR
Where can I find ACM Research, Inc.'s (ACMR) earnings call transcripts?
Spoken Alpha indexes ACMR's earnings call transcripts at https://spokenalpha.com/companies/ACMR. Each call links to attributed speakers and parsed analyst Q&A. ACM Research, Inc.'s own investor relations page is at https://ir.acmr.com/.
When was ACM Research, Inc.'s most recent earnings call?
ACM Research, Inc. (ACMR) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is ACMR in?
ACM Research, Inc. (ACMR) operates in the Technology sector (Semiconductor Equipment & Materials industry).