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ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2025

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ACM Research (NASDAQ: ACMR) expects preliminary unaudited Q3 2025 revenue of $264M–$267M, implying year-over-year growth of 29%–31%. Preliminary total shipments are expected at $257M–$262M, a year-over-year change of flat to down 2%. Results remain subject to quarter-end close and independent audit review.

ACM holds a 74.6% equity interest in ACM Shanghai, which contributes a substantial majority of consolidated revenue and net income; ACM Shanghai reports in RMB under Chinese GAAP and its standalone figures will differ from ACM’s US GAAP consolidated results. An earnings call is scheduled for Nov 5, 2025 at 8:00 AM ET.

ACM Research (NASDAQ: ACMR) prevede entrate preliminari non auditate per il Q3 2025 di 264 milioni - 267 milioni di dollari, implicando una crescita anno su anno del 29%–31%. Le spedizioni preliminari totali sono stimate tra 257 milioni–262 milioni di dollari, una variazione anno su anno da ferma a -2%. I risultati restano soggetti alla chiusura del trimestre e alla revisione indipendente di audit.

ACM detiene una partecipazione azionaria del 74,6% in ACM Shanghai, che contribuisce a una quota sostanziale della ricavi consolidati e dell'utile netto; ACM Shanghai riporta in RMB secondo i principi contabili cinesi GAAP e i suoi dati isolati differiranno dai risultati consolidati US GAAP di ACM. Una conferenza sugli utili è prevista per 5 novembre 2025 alle 8:00 AM ET.

ACM Research (NASDAQ: ACMR) espera ingresos preliminares no auditados para el tercer trimestre de 2025 (Q3 2025) de 264–267 millones de dólares, lo que implica un crecimiento interanual del 29%–31%. Las exportaciones totales preliminares se esperan en 257–262 millones de dólares, un cambio interanual de estable a -2%. Los resultados quedan sujetos al cierre del trimestre y a la revisión de auditoría independiente.

ACM posee un interés accionarial del 74,6% en ACM Shanghai, que aporta una parte sustancial de los ingresos consolidados y del beneficio neto; ACM Shanghai informa en RMB conforme a GAAP chino y sus cifras separadas diferirán de los resultados consolidados de ACM bajo US GAAP. Una llamada de ganancias está programada para el 5 de noviembre de 2025 a las 8:00 AM ET.

ACM Research(주식 코드: ACMR)은 미공개 예비 추정치인 2025년 3분기 매출 2억 6,400만~2억 6,700만 달러를 예상하며, 이는 전년 대비 29%–31%의 성장률을 시사합니다. 예비 총 선적액2억 5,700만~2억 6,200만 달러로 예상되며, 이는 전년 대비 보합에서 -2%까지의 변화를 의미합니다. 결과는 분기마감 및 독립 감사 검토에 따라 달라질 수 있습니다.

ACM은 ACM Shanghai에 대한 지분 74.6%를 보유하고 있으며, 이는 연결 매출 및 순이익의 상당 부분을 차지합니다. ACM Shanghai는 중국 GAAP에 따라 RMB로 보고하며, 독립적 실적은 ACM의 미국 GAAP 연결실적과 차이가 있을 것입니다. 실적 발표 전화는 2025년 11월 5일 동부표준시 오전 8:00에 예정되어 있습니다.

ACM Research (NASDAQ: ACMR) prévoit des revenus préliminaires non audités pour le T3 2025 à 264–267 M$, ce qui implique une croissance annuelle de 29%–31%. Les expéditions totales préliminaires devraient être de 257–262 M$, une variation d'une année à l'autre comprise entre stable et -2%. Les résultats restent soumis à la clôture du trimestre et à l'audit indépendant.

ACM détient une participation actionnariale de 74,6% dans ACM Shanghai, qui apporte la majeure partie des revenus consolidés et du bénéfice net; ACM Shanghai est coté en RMB selon les normes chinoises GAAP et ses chiffres autonomes différeront des résultats consolidés US GAAP d'ACM. Un appel sur les résultats est prévu pour le 5 novembre 2025 à 8h00 ET.

ACM Research (NASDAQ: ACMR) erwartet vorläufige, unaudited Umsätze für das Q3 2025 von 264 Mio. bis 267 Mio. USD, was auf ein jährliches Wachstum von 29%–31% hindeutet. Vorläufige Gesamtsendungen werden voraussichtlich 257 Mio.–262 Mio. USD betragen, eine year-over-year Veränderung von flach bis minus 2%. Die Ergebnisse bleiben vorbehaltlich des Quartalsabschlusses und einer unabhängigen Auditprüfung.

ACM besitzt eine 74,6%-ige Beteiligung an ACM Shanghai, die den Großteil des konsolidierten Umsatzes und Nettoeinkommens beiträgt; ACM Shanghai berichtet in RMB gemäß den chinesischen GAAP, und seine eigenständigen Zahlen unterscheiden sich von den US-GAAP-konsolidierten Ergebnissen von ACM. Eine Gewinnkonferenz ist geplant für 5. November 2025 um 8:00 Uhr ET.

ACM Research (NASDAQ: ACMR) يتوقع عائدات أولية غير مدققة للربع الثالث من 2025 بين 264 مليون إلى 267 مليون دولار، وهو ما يشير إلى نمو سنوي قدره 29%-31%. من المتوقع أن تكون إجمالي الشحنات في نطاق 257 مليون–262 مليون دولار، وهو تغير سنوي من مستقر إلى انخفاض بنسبة 2%. تظل النتائج خاضعة لإغلاق الربع ومراجعة من قبل مدققين مستقلين.

ACM تملك حصة 74.6% من ACM Shanghai، التي تسهم بمعظم الإيرادات المجمعة وصافي الدخل؛ تقارير ACM Shanghai بالرنم (RMB) وفق GAAP الصينية وستختلف أرقامها المستقلة عن نتائج ACM المجمعة وفق US GAAP. من المقرر عقد مكالمة أرباح في 5 نوفمبر 2025 الساعة 8:00 صباحاً بتوقيت شرق الولايات المتحدة.

ACM Research (NASDAQ: ACMR) 预计初步未经审计的 2025年第三季度收入为2.64亿—2.67亿美元,这意味着 同比增长29%–31%。初步 总出货量 预计为 2.57亿–2.62亿美元,同比变动为持平至下滑2%。结果仍受季度末关闭及独立审计审查的影响。

ACM 持有 ACM Shanghai 的 74.6% 股权,对合并收入和净利润贡献巨大;ACM Shanghai 按中国 GAAP 以人民币报告,其单独数字将与 ACM 的 US GAAP 合并报表不同。利润电话会定于 2025年11月5日 美国东部时间上午8:00 举行。

Positive
  • Revenue growth of 29%–31% YoY for Q3 2025
  • Q3 revenue expected at $264M–$267M
Negative
  • Total shipments flat to down 2% YoY in Q3 2025
  • Revenue concentration: 74.6% ownership of ACM Shanghai
  • Preliminary results subject to quarter-end close and audit review

Insights

Preliminary Q3 revenue guidance shows strong year-over-year growth, while shipments are flat to slightly down.

ACM reports preliminary unaudited revenue for Q3 2025 of $264 million to $267 million, implying 29% to 31% year-over-year growth. This indicates demand or pricing strength at the consolidated level, given that a majority of revenue comes from the 74.6% owned operating subsidiary.

Preliminary total shipments of $257 million to $262 million, flat to down 2% year-over-year, highlight a divergence between revenue and shipment dollar trends. Watch the formal consolidated results on November 5, 2025 for currency translation effects, consolidation adjustments, and any one-time items that reconcile ACM Shanghai RMB results to U.S. GAAP dollars.

Key near-term items to monitor include the final unaudited consolidated revenue and gross margin details on the earnings call on November 5, 2025, the reconciliation between ACM Shanghai RMB results and ACM consolidated figures, and any disclosures about shipment mix or pricing that explain the revenue‑vs‑shipments gap.

Consolidation and currency translation will drive the final reported U.S. GAAP results.

ACM clarifies that ACM Shanghai reports in RMB under Chinese GAAP, while consolidated results will use U.S. GAAP and U.S. dollars. The company’s 74.6% ownership means ACM Shanghai materially drives consolidated revenue and net income.

Given the preliminary ranges, the final U.S. GAAP revenue could differ materially from the stand‑alone RMB figures due to intercompany eliminations, timing differences, and foreign exchange translation. Expect the earnings release and the November 5, 2025 call to disclose the exact reconciliation items and any audit review adjustments.

Concrete items to watch at the call: final consolidated revenue, currency translation impact, and notes on shipment mix or timing that explain why revenue grew 29%31% while shipments were flat to down 2%.

Coincides with Release of ACM Shanghai Third Quarter 2025 Results

FREMONT, Calif., Oct. 29, 2025 (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 2025. 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 2025 and its revenue outlook for the remainder of the year on its earnings call on Wednesday, November 5, 2025, at 8 a.m. Eastern Time (9 p.m. China Time).

ACM announces the following:

  • preliminary unaudited revenue for the third quarter of 2025 is expected to be in the range of $264 million to $267 million, which would represent year-to-year growth of 29% to 31%.
  • preliminary total shipments are expected to be in the range of $257 million to $262 million, which would represent year-to-year change of flat to down 2%.

Actual unaudited third quarter 2025 results are subject to the completion of ACM’s quarter end closing procedures and review by ACM’s independent registered public accounting firm.

ACM currently owns a 74.6% 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.acmrcsh.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

What preliminary Q3 2025 revenue did ACM Research (ACMR) announce?

ACM expects preliminary Q3 2025 revenue of $264M–$267M, up 29%–31% YoY.

What were ACM Research's preliminary total shipments for Q3 2025?

Preliminary total shipments were expected at $257M–$262M, flat to down 2% YoY.

When will ACM Research (ACMR) report final Q3 2025 results?

Final Q3 2025 results and outlook will be discussed on the earnings call on Nov 5, 2025 at 8:00 AM ET.

How much of ACM Research's revenue is contributed by ACM Shanghai?

ACM currently owns a 74.6% equity interest in ACM Shanghai, which supplies a substantial majority of consolidated revenue and net income.

Will ACM Research's consolidated results match ACM Shanghai's RMB results?

No; ACM Shanghai reports in RMB under Chinese GAAP and consolidated results will be in USD under US GAAP and may differ materially.
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