ACM Research Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
40.0%projected annual EPS growth
Analyst Coverage
7analysts covering
FY Revenue (est.)
$1.2Bnext fiscal year
FY EPS (est.)
$2.01next fiscal year
Monitoring Framework
Key Performance Indicators
Consolidated Revenue Quarterly231.3MTarget: $1.08 Billion to $1.175 Billion
Total Shipments Quarterly240.7MTarget: Shipment growth expected to outpace revenue growth in FY 2026
Non-GAAP Gross Margin Quarterly46.5%Target: 42% to 48%
Watch Items
- Product Mix Shift and Cleaning Segment RecoveryTrigger: Legacy single-wafer cleaning revenue decline vs. SPM tool rampAction: Monitor the delivery and customer acceptance of the high-temperature single-wafer SPM tools (target of >20 tools in 2026) to offset legacy cleaning product transitions.
- Geographic Concentration and Trade Policy RisksTrigger: Over 80% revenue concentration in Mainland ChinaAction: Track progress of global expansion initiatives, specifically the ramp-up of the Oregon facility for U.S.-made tools and customer evaluations in Taiwan and Southeast Asia.
- Subsidiary Listings and Capital StructureTrigger: Proposed Hong Kong listing of ACM ShanghaiAction: Evaluate the impact of the proposed Hong Kong listing and the completed $110M minority share sale on ACM Research's consolidated capital base and cost of capital.
Research as of 20 Jun 2026