ACM Research Inc-Class A (NASDAQ:ACMR) Reports Mixed Q2 2025 Earnings with EPS Beat but Revenue Miss

ACM Research Inc-Class A (NASDAQ:ACMR) reported its second-quarter 2025 earnings, delivering a mixed performance relative to analyst expectations. While the company surpassed earnings per share (EPS) estimates, it fell short on revenue, triggering a negative pre-market reaction.

Key Financial Highlights

• Revenue: Reported $215.4 million, missing the consensus estimate of $227.9 million.
• EPS: Came in at $0.54, beating the estimated $0.5125 by approximately 10%.
• Pre-Market Reaction: Shares dropped 8.09%, reflecting investor disappointment over the revenue miss despite the EPS beat.

Market Reaction & Performance Context

The immediate market response suggests that investors prioritized the revenue shortfall over the EPS outperformance. This could indicate concerns about demand or execution, particularly given the company's position in the semiconductor equipment sector, which is highly sensitive to cyclical trends.

Recent stock performance has been relatively flat:

• Last Week: -0.06%
• Last Two Weeks: +0.17%
• Last Month: +3.93%

The muted movement prior to earnings suggests that expectations were cautiously optimistic, but the post-earnings decline underscores heightened sensitivity to top-line growth.

Forward-Looking Estimates

Analyst projections for the full year and next quarter provide additional context:

• Full-Year 2025 Revenue Estimate: $935.96 million
• Full-Year 2025 EPS Estimate: $2.30
• Q3 2025 Revenue Estimate: $257.56 million
• Q3 2025 EPS Estimate: $0.6273

The company did not provide an explicit outlook in the press release, leaving investors to rely on external estimates. The lack of guidance may contribute to uncertainty, though it does not inherently signal weakness.

Press Release Summary

ACM Research emphasized its role as a leading supplier of wafer processing solutions, highlighting its proprietary Space Alternated Phase Shift (SAPS) and Timely Energized Bubble Oscillation (TEBO) technologies. The earnings report did not include forward-looking statements, focusing instead on the quarterly results.

For a deeper dive into ACM Research’s earnings and analyst estimates, visit ACM Research Earnings & Estimates.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.