ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2026
ACM Research, Inc. (ACMR) filed an SEC Form 8-K — Results of Operations and Financial Condition. 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
How this was made
The 30-second read
Why it matters
Traders can use the disclosed ranges to update near-term expectations for Q3 performance and to frame questions for the Nov 5 earnings call, especially around whether shipments translate into revenue and margin.
Market read
A same-day, company-specific preliminary revenue and shipment range is a direct input to earnings expectations for a semiconductor equipment name.
What to watch
The release notes consolidated results may differ from ACM Shanghai stand-alone reporting due to additional financial and operational items, which can create earnings volatility despite strong shipment signals.
ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2026
Preliminary third-quarter revenue is expected to grow 34% to 36% year-to-year and preliminary total shipments are expected to grow 27% to 29% year-to-year, although final unaudited results remain subject to closing procedures and independent-accounting-firm review.
Key metrics
as reported| Metric | Value | q/q | y/y |
|---|---|---|---|
| Preliminary unaudited revenue, third quarter of 2026other | $360 million to $365 million | – | 34% to 36% |
| Preliminary total shipments, third quarter of 2026other | $335 million to $340 million | – | 27% to 29% |
| ACM ownership interest in ACM Shanghai, as of June 30, 2026other | 73.2% | – | – |
What drove it
- 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.
- A substantial majority of ACM’s consolidated revenue and net income is contributed by ACM Shanghai.
Concerns
- 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.
- ACM Shanghai stand-alone results are reported in RMB under Chinese generally accepted accounting principles and may differ, potentially materially, from ACM’s consolidated revenue and net profit prepared in U.S. dollars under U.S. generally accepted accounting principles.
What to watch
- ACM’s full financial results for the third quarter 2026 on its earnings call on Thursday, November 5, 2026, at 8 a.m. Eastern Time.
- ACM’s revenue outlook for the remainder of the year.
- Final consolidated revenue and net profit reported in U.S. dollars in accordance with U.S. generally accepted accounting principles.
Analysis
ACM disclosed preliminary unaudited third-quarter 2026 revenue expected to be in the range of $360 million to $365 million. The company said this range would represent year-to-year growth of 34% to 36%, indicating continued reported top-line expansion for the period.
Preliminary total shipments are expected to be in the range of $335 million to $340 million, which ACM said would represent year-to-year growth of 27% to 29%. The release does not provide a product, customer, geographic, or end-market breakdown for either revenue or shipments, so the specific sources of growth and mix changes are not disclosed.
The filing underscores ACM Shanghai’s importance to the consolidated business. As of June 30, 2026, ACM owned a 73.2% equity interest in ACM Shanghai, and the company said a substantial majority of consolidated revenue and net income is contributed by that subsidiary. Investors should distinguish ACM Shanghai’s stand-alone RMB results under Chinese generally accepted accounting principles from ACM’s final consolidated U.S.-dollar results prepared under U.S. generally accepted accounting principles.
This is a preliminary operating update rather than a complete earnings release. The reported revenue and shipment ranges remain subject to quarter-end closing procedures and review by ACM’s independent registered public accounting firm. ACM plans to discuss full third-quarter results and its revenue outlook for the remainder of the year on November 5, 2026, making final profitability, margin, cash flow, balance-sheet and outlook disclosures the principal outstanding items.
Not in the filing
stated, not guessed- Period-end date
- Final third-quarter 2026 revenue
- Prior-year revenue amount
- Prior-quarter revenue amount
- Gross profit and gross margin
- Operating expenses
- Operating income or loss
- Net income or loss
- GAAP EPS
- Non-GAAP financial measures and non-GAAP EPS
- Segment revenue and segment profitability
- Prior-year and prior-quarter shipment amounts
- Operating cash flow
- Free cash flow
- Cash and cash equivalents
- Debt
- Share repurchases
- Dividends
- Revenue outlook for the remainder of the year
- Guidance for gross margin, operating expenses, tax rate, or other financial metrics
- Named executive quotes
AlphAI analysis generated from the company’s SEC earnings filing (Form 8-K Item 2.02, or Form 6-K for a foreign private issuer). Every figure was cross-checked against the filing text; consensus estimates, price targets and share-price reactions are not shown because they are not in the filing. AI-generated research, not investment advice.
Background
ACM Research’s 8-K Item 2.02 announces preliminary unaudited Q3 2026 revenue and shipment expectations, coinciding with the as-scheduled release of ACM Shanghai’s unaudited results to the Shanghai Stock Exchange.
Ticker impact
ACM Research (ACMR) provides preliminary Q3 2026 revenue ($360M-$365M) and total shipments ($335M-$340M) ahead of its Nov 5 earnings call.
Likely upward bias as traders price in strong Q3 demand, while awaiting confirmation in the final audited/complete quarter results.
The filing discloses specific preliminary revenue and shipment ranges with double-digit YoY growth, which typically drives near-term expectation setting ahead of the earnings call.
Market effects
Provides a near-term read-through for wafer and panel processing equipment demand and advanced packaging capex expectations.
Highlights the importance of ACM Shanghai results to consolidated performance, potentially affecting sentiment around China-linked semiconductor equipment supply chains.
May influence broader sentiment toward semiconductor equipment names as investors compare shipment and revenue momentum across the sector.
Counterpoint
Preliminary ranges can be revised materially after quarter-end closing and auditor review, so the market may fade the optimism if final numbers come in below the range.
Key entities
- companyACM Research, Inc.
NASDAQ-listed semiconductor process equipment supplier issuing preliminary Q3 2026 revenue and shipment guidance in an SEC 8-K.
- operating_subsidiaryACM Shanghai
Principal operating subsidiary whose stand-alone results are released to the Shanghai Stock Exchange and drive most consolidated revenue and net income.