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ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2026

ACM Research announced preliminary unaudited third-quarter 2026 revenue expected between $360 million and $365 million, up 34% to 36% year over year, and total shipments expected between $335 million and $340 million, up 27% to 29%. Results remain subject to quarter-end closing and auditor review.

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What happened

ACM Research announced preliminary unaudited third-quarter 2026 revenue expected between $360 million and $365 million, up 34% to 36% year over year, and total shipments expected between $335 million and $340 million, up 27% to 29%. Results remain subject to quarter-end closing and auditor review.

Confirmed

Global impact / market context

Shipments reflect tools sent to chipmakers, while revenue is recorded later, so the gap hints at future sales. Strong growth suggests demand for wafer and panel processing equipment used in advanced packaging remains solid, supporting the subsidiary's Shanghai-listed shares and parent results.

Analyst inference

Because the release coincides with ACM Shanghai's own results, investors can compare the parent's 73.2% stake in its main operating subsidiary against the subsidiary's disclosed figures. Preliminary numbers carry review risk, and final results plus full-year revenue outlook arrive on the November 5 earnings call.

Analyst inference

What to watch

  1. Final unaudited third-quarter 2026 results will depend on completing quarter-end closing procedures and review by ACM's independent registered public accounting firm, so the preliminary revenue and shipment ranges may still change. Confirmed
  2. Management is scheduled to discuss full third-quarter 2026 financial results and its revenue outlook for the rest of the year on the earnings call on Thursday, November 5, 2026, at 8 a.m. Eastern Time. Proposed
  3. Watch whether final revenue lands near the $360 million to $365 million range and whether shipments convert into later revenue, since that conversion affects cash available and confidence in equipment demand. Analyst inference

Evidence