Amkor Posts Record Q2 Revenue of $1.9B, EPS Soars to $0.70; Guides Q3 Above Street
AMKR has more than doubled off its 52-week low of $20.865 on elevated volume (1.9× avg).
Summary
Amkor reported record Q2 2026 results with revenue of $1.9B (+26% YoY) and EPS of $0.70, crushing the year-ago $0.22. Q3 guidance of $1.95–$2.05B in revenue and $0.72–$0.82 EPS points to continued momentum.
Key Events · Earnings and Guidance · AMKR
-
Record Q2 Revenue and Profit
Revenue hit $1.9B, up 26% YoY, with EPS of $0.70 versus $0.22 a year ago. Gross margin expanded to 16.8% from 12.0%.
-
Strong Q3 Guidance
Company guided Q3 revenue to $1.95B–$2.05B and EPS to $0.72–$0.82, both above consensus estimates.
-
Massive Capex Plan
Full-year 2026 capex guidance of $2.5B–$3.0B underscores aggressive capacity expansion to meet AI/HPC demand.
-
Strategic Partnerships Bearing Fruit
Results follow recent 10-year TSMC partnership and multi-year NVIDIA co-development deal, validating Amkor's advanced packaging strategy.
Analysis · AMKR · Manufacturing
Amkor delivered a blowout quarter, with revenue surging 26% year-over-year to a record $1.9 billion and EPS more than tripling to $0.70. Gross margin expanded nearly 500 basis points to 16.8%, driven by strength in Computing and Automotive end markets. The company guided Q3 revenue to $1.95–$2.05 billion and EPS to $0.72–$0.82, both well above consensus. This performance, coming on the heels of major strategic partnerships with TSMC and NVIDIA, signals that Amkor's heavy investments in advanced packaging capacity are paying off as AI and high-performance computing demand accelerates.
At the time of this filing, AMKR was trading at $61.20 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $15B. The 52-week trading range was $20.87 to $96.68. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.