ACM Research Pre-Announces Q3 Revenue of $360M-$365M, Up 34%-36%
ACMR sits 94% above its 52-week low of $28.46.
Summary
Ahead of its November 5 earnings call, ACM Research pre-announced preliminary Q3 2026 revenue of $360M-$365M (up 34%-36% year-over-year) and shipments of $335M-$340M (up 27%-29%).
Key Events · Earnings and Guidance · ACMR
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Q3 Revenue Guided to $360M-$365M
Preliminary unaudited Q3 2026 revenue is expected at $360M-$365M, representing 34%-36% year-over-year growth and a step up from the $292.9M reported in Q2 2026.
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Shipments of $335M-$340M, Up 27%-29%
Preliminary total shipments are expected at $335M-$340M, growing 27%-29% year-over-year — slower than the 34%-36% revenue growth rate.
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Results Still Preliminary and Unaudited
Figures remain subject to quarter-end closing procedures and review by ACM's independent registered public accounting firm; full results and the remainder-of-year revenue outlook come on the November 5, 2026 call.
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Tied to ACM Shanghai's China Release
The release coincides with ACM Shanghai's as-scheduled filing of unaudited Q3 2026 results to the Shanghai Stock Exchange; ACM owned 73.2% of ACM Shanghai as of June 30, 2026, and a substantial majority of consolidated revenue comes from it.
Analysis · ACMR · Technology
Three weeks ahead of its full report, ACM is telling the market that Q3 revenue will land at $360M-$365M, up 34%-36% from a year ago and roughly a quarter above the $292.9M booked in Q2. Shipments of $335M-$340M (up 27%-29%) matter because they are the leading indicator for revenue not yet recognized. Watch the gap between shipment growth and revenue growth: shipments are growing slower than revenue, which implies the company is converting backlog faster than it is adding new billings. Full results and the outlook for the rest of the year come on the November 5 call.
How filings like this one have moved
In the 30 days to Oct 28, 2026, 30.5% of the 1494 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.03%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ACMR was trading at $55.25 on NASDAQ in the Technology sector, with a market capitalization of approximately $3.6B. The 52-week trading range was $28.46 to $127.19. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.