ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2026

Preliminary estimates point to year-over-year growth in both revenue and shipments, pending closing procedures and accounting review.

Rhea-AI Summary

ACM Research (NASDAQ: ACMR) announced preliminary unaudited third-quarter 2026 revenue expectations of $360 million to $365 million, alongside shipment estimates. Expected revenue would represent 34% to 36% year-over-year growth. Preliminary total shipments are expected at $335 million to $340 million, up 27% to 29% year over year.

The estimates remain subject to quarter-end closing procedures and independent accounting firm review. ACM will discuss full quarterly results and its revenue outlook for the remainder of the year on November 5, 2026. The announcement coincides with ACM Shanghai’s unaudited results release. ACM held a 73.2% equity interest in that subsidiary as of June 30, 2026. Its standalone results use Chinese accounting standards and RMB and may differ materially from ACM’s consolidated results, prepared under U.S. accounting standards in dollars.

2 points · 0 major

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0 major · 1 point

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate point. Forward-looking: it has not happened yet and may not happen.Preliminary unaudited Q3 2026 revenue expected at $360 million to $365 million, up 34% to 36% year over year.
• Minor point. Forward-looking: it has not happened yet and may not happen.Preliminary Q3 2026 total shipments expected at $335 million to $340 million, up 27% to 29% year over year.

Negative

• Minor pointQ3 2026 results remain subject to quarter-end closing procedures and independent accounting firm review.

News Explained

ACM says its 73.2%-owned operating subsidiary, ACM Shanghai, contributes a substantial majority of consolidated revenue and net income, meaning most of the parent company’s reported business is generated by a company in which ACM owns less than all the equity.

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+4.87% vs previous close $54.50 last price 2.9x rel. volume Open Argus

Details

Market move: ACMR +4.87% vs previous close. 3Q26 preliminary revenue

$52.93 – $56.00 Day Range

$3.80B Mkt Cap at Last Price

On Oct 28, the day this news came out, the latest delayed price for ACMR is 4.87% above the previous close. Our momentum scanner has recorded 3 alerts for this stock so far that day. The latest delayed price is $54.50. Relative volume is elevated at 2.9x the average.

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Key Figures

Preliminary revenue: $360 million to $365 million Revenue growth: 34% to 36% Preliminary total shipments: $335 million to $340 million +1 more

Preliminary revenue

$360 million to $365 million

Third quarter 2026; unaudited expected range

Revenue growth

34% to 36%

Year over year; third quarter 2026 preliminary estimate

Preliminary total shipments

$335 million to $340 million

Third quarter 2026; expected range

Shipment growth

27% to 29%

Year over year; third quarter 2026 preliminary estimate

Historical Context

1 past event · Latest: Sep 30

1 event

1. Sep 30

   Backlog disclosure

   24h Move

   +7.0%

   ACM Shanghai disclosed backlog that included unrecognized shipped tools and orders expected to ship.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

generally accepted accounting principles

1 terms

generally accepted accounting principles financial

"prepared in accordance with Chinese generally accepted accounting principles"

Generally accepted accounting principles (GAAP) are a standardized set of rules and practices companies use to record and report their financial results, like a common recipe so dishes from different cooks can be fairly compared. Investors rely on GAAP because it makes company earnings, assets and liabilities consistent and transparent across businesses, helping them compare performance, spot risks, and make informed decisions about buying or selling stock.

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Coincides with Release of ACM Shanghai Third Quarter 2026 Results

FREMONT, Calif., Oct. 28, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today announces expectations for preliminary unaudited revenue and total shipments for the third quarter of 2026. Today’s release coincides with the as-scheduled release of unaudited financial results by ACM Research (Shanghai), Inc., ACM’s principal operating subsidiary (“ACM Shanghai”), to the Shanghai Stock Exchange website [link to China Disclosure].

ACM will discuss its full financial results for the third quarter 2026 and its revenue outlook for the remainder of the year on its earnings call on Thursday, November 5, 2026, at 8 a.m. Eastern Time (9 p.m. China Time).

ACM announces the following:

• preliminary unaudited revenue for the third quarter of 2026 is expected to be in the range of $360 million to $365 million, which would represent year-to-year growth of 34% to 36%.
• preliminary total shipments are expected to be in the range of $335 million to $340 million, which would represent year-to-year growth of 27% to 29%.

Actual unaudited third quarter 2026 results are subject to the completion of ACM’s quarter end closing procedures and review by ACM’s independent registered public accounting firm.

As of June 30, 2026, ACM owned a 73.2% equity interest in ACM Shanghai, and a substantial majority of ACM’s consolidated revenue and net income is contributed by ACM Shanghai. The stand-alone financial results of ACM Shanghai are reported in RMB as prepared in accordance with Chinese generally accepted accounting principles, and those results will differ, potentially materially, from ACM’s consolidated revenue and net profit for the period, which will reflect additional financial and operational items and will be prepared in U.S. dollars in accordance with U.S. generally accepted accounting principles.

Forward-Looking Statements

Certain statements contained in this press release are not historical facts and may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “plans,” “expects,” “believes,” “anticipates,” “designed,” and similar words are intended to identify forward-looking statements. Forward-looking statements are based on ACM management’s current expectations and beliefs and involve a number of risks and uncertainties that are difficult to predict and that could cause actual results to differ materially from those stated or implied by the forward-looking statements. A description of certain of these risks, uncertainties and other matters can be found in filings ACM makes with the U.S. Securities and Exchange Commission, all of which are available at www.sec.gov. Because forward-looking statements involve risks and uncertainties, actual results and events may differ materially from results and events currently expected by ACM. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. ACM undertakes no obligation to publicly update these forward-looking statements to reflect events or circumstances that occur after the date hereof or to reflect any change in its expectations with regard to these forward-looking statements or the occurrence of unanticipated events.

About ACM Research, Inc.

ACM develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools, enabling advanced and semi-critical semiconductor device manufacturing. ACM is committed to delivering customized, high-performance, cost-effective process solutions that semiconductor manufacturers can use in numerous manufacturing steps to improve productivity and product yield. For more information, visit www.acmr.com.

© ACM Research, Inc. The ACM Research logo is a trademark of ACM Research, Inc. For convenience, this trademark appears in this press release without a ™ symbol, but that practice does not mean that ACM will not assert, to the fullest extent under applicable law, its rights to such trademark.

For investor and media inquiries, please contact:

In the United States:	The Blueshirt Group
	Steven C. Pelayo, CFA
	+1 (360) 808-5154
	steven@blueshirtgroup.co
In China:	The Blueshirt Group Asia
	Gary Dvorchak, CFA
	+86 (138) 1079-1480
	gary@blueshirtgroup.co

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What revenue does ACM Research expect for the third quarter of 2026?

ACM Research expects preliminary unaudited revenue of $360 million to $365 million for the third quarter of 2026. That would represent 34% to 36% year-over-year growth. Results remain subject to quarter-end closing procedures and review by its independent registered public accounting firm.

What are ACM Research's preliminary third-quarter 2026 shipment expectations?

ACM Research expects preliminary total shipments of $335 million to $340 million for the third quarter of 2026, representing 27% to 29% year-over-year growth.