Business Description

ACM Research, Inc. develops, manufactures, and sells semiconductor process equipment for single-wafer or batch wet cleaning, electroplating, and thermal processes. Headquartered in California with primary operations in mainland China, the company focuses on improving product yield for advanced semiconductor devices and wafer-level packaging. Its proprietary technologies, such as Space Alternated Phase Shift (SAPS), are designed to remove random defects without damaging delicate wafer features.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues901,309782,118557,723388,832
Cost of Sales501,242390,564281,508205,217
Gross Profit400,067391,554276,215183,615
Selling, General & Administrative Expenses145,649135,08387,66762,354
Research & Development Expenses144,989105,47392,70962,226
Operating Profit109,429150,99895,83959,035
Interest and Investment Income24,92910,35818,30613,406
Interest Expense(6,955)(4,151)(2,681)(1,655)
Non-Operating Income7,7899,0954,752(3,424)
Total Non-Operating Income25,76315,30220,3778,327
Income Before Provision for Income Taxes135,192166,300116,21667,362
Consolidated Net Income121,893131,26996,85250,564
Net Income Attributable to Minority Interests and Other27,81527,64219,50311,301
Net Income Attributable to Common Shareholders94,078103,62777,34939,263
Basic EPS1.471.671.290.66
Diluted EPS1.371.531.160.59
Basic Weighted Average Shares Outstanding64,18562,21360,16559,236
Diluted Weighted Average Shares Outstanding67,31266,23764,87165,342
Shares Outstanding65,61262,96161,05859,677
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents765,962411,310183,173248,451
Short-Term Investments402,11536,650101,83690,701
Total Cash and Cash Equivalents1,168,077447,960285,009339,152
Accounts Receivable504,250387,045283,186182,936
Other Receivables48,65541,85940,06529,617
Total Trade Receivables552,905428,904323,251212,553
Inventories702,631597,984545,395393,172
Other Current Assets13,0678,53122,45518,929
Total Current Assets2,436,6801,483,3791,176,110963,806
Net Property, Plant & Equipment332,755283,310217,24185,364
Net Intangible Assets2,8473,4612,5389,947
Long-Term Investments66,03550,33868,698119,415
Other Long-Term Assets33,86835,23326,32156,968
Total Assets2,872,1851,855,7211,490,9081,235,500
Accounts Payable247,500155,427153,221116,203
Accrued Expenses179,106153,902121,50162,356
Short-Term Debt74,04132,81431,33556,004
Current Portion of Long-Term Debt35,08244,4726,7832,322
Current Portion of Leases4,7862,1322,7641,382
Unearned Revenue205,197252,486185,055157,947
Total Current Liabilities745,712641,233500,659396,214
Long-Term Debt5,0693,84053,95218,687
Leases178,930105,5254,2621,107
Other Long-Term Liabilities11,9659,2175,8737,321
Total Long-Term Liabilities195,964118,58264,08727,115
Total Liabilities941,676759,815564,746423,329
Common Stock7776
Additional Paid-in Capital1,115,504677,476629,845604,089
Accumulated Other Comprehensive Income(35,740)(63,372)(49,349)(40,546)
Retained Earnings384,592290,514186,887111,307
Total Common Shareholders' Equity1,464,363904,625767,390674,856
Minority Interests and Other466,146191,281158,772137,315
Total Shareholders' Equity1,930,5091,095,906926,162812,171
Total Liabilities and Shareholders' Equity2,872,1851,855,7211,490,9081,235,500
FY 2025FY 2024FY 2023FY 2022
Net Income121,893131,26996,85250,564
Depreciation & Amortization16,3289,9678,0925,366
Share-Based Compensation Expense33,57749,57627,3387,730
Other Adjustments(4,296)24,704(23,015)11,152
Changes in Trade Receivables(117,874)(127,089)(112,962)(95,986)
Changes in Inventories(108,218)(64,135)(164,027)(195,562)
Changes in Accounts Payable83,7816,16639,28224,070
Changes in Accrued Expenses27,12923,20321,37523,406
Changes in Income Taxes Payable(3,842)13,7408,4727,640
Changes in Unearned Revenue(51,993)71,90032,667105,252
Changes in Other Operating Activities(6,810)13,149(9,397)(5,826)
Cash from Operating Activities(10,325)152,450(75,323)(62,194)
Capital Expenditure(56,283)(82,463)(61,876)(91,094)
Purchases of Intangible Assets(1,372)(3,485)(2,462)(1,426)
Purchases of Investments(389,774)(100,994)(51,984)(177,727)
Proceeds from Sale of Investments56,408174,983109,5774,577
Other Investing Activities686
Cash from Investing Activities(390,335)(11,959)(6,745)(265,670)
Issuance of Short-Term Debt87,52633,26531,33456,004
Repayments of Short-Term Debt(47,332)(32,297)(55,068)(9,224)
Net Issuance / (Repayments) of Short-Term Debt40,194968(23,734)46,780
Issuance of Long-Term Debt119,13996,89642,360
Repayments of Long-Term Debt(60,253)(9,582)(2,283)(2,223)
Net Issuance / (Repayments) of Long-Term Debt58,88687,31440,077(2,223)
Issuance of Common Shares34,76711,0996,1381,314
Repurchases of Common Shares(6,988)
Net Issuance / (Repurchases) of Common Shares27,77911,0996,1381,314
Common Share Dividends Paid(7,578)(6,900)(3,951)
Other Financing Activities623,206
Cash from Financing Activities742,48792,48118,53045,871
Effect of Exchange Rate Changes on Cash and Cash Equivalents12,825(4,835)(1,740)(32,623)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash354,652228,137(65,278)(314,616)

Key Metrics & Ratios

MetricValue
Market Cap$2.59B
P/E28.80x
P/S2.87x
EV/EBITDA17.37x
Return on Equity8.1%
Return on Invested Capital11.4%
Current Ratio3.27x
Dividend Yield0.3%
Free Cash Flow Margin-7.4%

Margins

Gross margin
44.4%
Operating margin
12.1%
Net margin
10.4%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $231M +34.2% 15.6% $36M
Q4 2025 $244M +9.4% 9.4% $23M
Q3 2025 $269M +32.0% 10.7% $29M
Q2 2025 $215M +6.4% 14.7% $32M
Q1 2025 $172M 15.0% $26M
Q4 2024 $223M 19.7% $44M
Q3 2024 $204M 21.7% $44M
Q2 2024 $202M 18.6% $38M

More on ACM Research, Inc.

Figures compiled from public company filings.

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