ACM Research expects preliminary Q3 revenue of $360M–$365M
ACM’s full third-quarter results and revenue outlook for the remainder of 2026 are scheduled for discussion on November 5, 2026.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
8-K
Rhea-AI Filing Summary
ACM Research, Inc. (ACMR) expects preliminary unaudited third-quarter 2026 revenue of $360 million to $365 million, representing year-to-year growth of 34% to 36%. Preliminary total shipments are expected to be $335 million to $340 million, representing year-to-year growth of 27% to 29%. Actual unaudited results are subject to completion of 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, which contributes a substantial majority of ACM’s consolidated revenue and net income. ACM Shanghai’s stand-alone financial results are reported in RMB under Chinese generally accepted accounting principles; ACM’s consolidated results are prepared in U.S. dollars under U.S. generally accepted accounting principles and include additional financial and operational items. ACM is scheduled to discuss its full third-quarter results and revenue outlook for the remainder of 2026 on November 5, 2026, at 8 a.m. Eastern Time (9 p.m. China Time).
1 point · 0 major0 major · 0 points
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Hollow bars mark forward-looking points. How the balance works
Positive
- Moderate point. Forward-looking: it has not happened yet and may not happen.Expected year-to-year Q3 revenue growth of 34% to 36%.
Negative
- None.
Insights
Analyzing...
8-K Event Classification
2 items: 2.02, 9.01
2 items
Item 2.02
Results of Operations and Financial Condition
Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Key Figures
Preliminary unaudited revenue: $360 million to $365 million
Year-to-year revenue growth: 34% to 36%
Preliminary total shipments: $335 million to $340 million
+2 more
5 metrics
Preliminary unaudited revenue
$360 million to $365 million
Expected for the third quarter of 2026
Year-to-year revenue growth
34% to 36%
Expected for the third quarter of 2026
Preliminary total shipments
$335 million to $340 million
Expected for the third quarter of 2026
Year-to-year shipment growth
27% to 29%
Expected for the third quarter of 2026
Equity interest in ACM Shanghai
73.2%
As of June 30, 2026
Key Terms
preliminary unaudited revenue, total shipments, year-to-year growth, Chinese generally accepted accounting principles
4 terms
preliminary unaudited revenue financial
"preliminary unaudited revenue for the third quarter of 2026"
total shipments financial
"preliminary total shipments are expected to be in the range"
year-to-year growth financial
"which would represent year-to-year growth"
Chinese generally accepted accounting principles financial
"prepared in accordance with Chinese generally accepted accounting principles"
Earnings Snapshot
Preliminary unaudited revenue: $360 million to $365 million
Third quarter 2026
Preliminary unaudited revenue
$360 million to $365 million
34% to 36% year-to-year growth
Preliminary total shipments
$335 million to $340 million
27% to 29% year-to-year growth
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What revenue did ACMR expect for the third quarter of 2026?
ACM Research expected preliminary unaudited third-quarter 2026 revenue of $360 million to $365 million, representing 34% to 36% year-to-year growth. Actual unaudited results are subject to completion of quarter-end closing procedures and review by ACM’s independent registered public accounting firm.
How much in shipments did ACMR expect for the third quarter of 2026?
ACM Research expected preliminary total shipments of $335 million to $340 million for the third quarter of 2026, representing 27% to 29% year-to-year growth. Actual unaudited results are subject to completion of quarter-end closing procedures and review by ACM’s independent registered public accounting firm.
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): October 28, 2026
(Exact Name of Registrant as Specified in its Charter)
| (State or Other Jurisdiction of Incorporation) | (Commission File Number) | (IRS Employer Identification No.) | ||||||
| (Address of Principal Executive Offices) | (Zip Code) | ||||
Registrant’s telephone number, including area code: (510 ) 445-3700
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | |||||
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading symbol | Name of each exchange on which registered | ||||||||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934:Emerging growth company o
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 2.02 Results of Operations and Financial Condition.
On October 28, 2026, we issued a press release entitled “ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2026.” The full text of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.
The information contained in this Item 2.02, including the exhibit furnished hereto, is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, or the Securities Exchange Act of 1934, except as expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
| Exhibit | Description | |||||||
99.1 104 | Press Release of ACM Research, Inc. dated October 28, 2026 Cover Page Interactive Data File (embedded within the XBRL document) | |||||||
2
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.
ACM RESEARCH, INC.
By: /s/ Mark McKechnie________________________
Mark McKechnie
Chief Financial Officer and Treasurer
Dated: October 28, 2026
3
ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2026
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