ACM Research — Third Quarter 2026 Earnings Summary

ACM Research reported third-quarter 2026 revenue of $367.7 million, representing a 36.6% increase year over year, driven by strong demand for ECP, furnace, and cleaning technologies. The company raised its full-year 2026 revenue guidance to a range of $1.24 billion to $1.28 billion, reflecting expectations for robust shipment growth in the fourth quarter. Non-GAAP net income attributable to ACM Research for the quarter was $40.5 million, or $0.55 per diluted share, while GAAP net income was $1.5 million due to a $39.1 million unrealized loss on short-term investments. Recent operational highlights include the shipment of the first 310x310 mm panel-level horizontal electroplating tool and the introduction of an enhanced Single-Wafer Hot SPM system with sulfuric acid recycling capabilities.