ACM Research, Inc. has released preliminary unaudited revenue and shipment figures for the third quarter of 2026, showing impressive growth. The company anticipates revenue in the range of $360 million to $365 million, representing a year-over-year increase of 34% to 36%. Total shipments are expected to be between $335 million and $340 million, which would reflect a growth of 27% to 29% compared to the previous year.

This announcement is significant for ACM Research as it underscores the company's strong performance in the semiconductor equipment sector. The results coincide with the scheduled release of financial results by ACM Research (Shanghai), Inc., the company’s principal operating subsidiary, which will be disclosed on the Shanghai Stock Exchange. The earnings call for ACM Research will take place on November 5, 2026, where the company will discuss its full financial results and revenue outlook for the remainder of the year.

Background

ACM Research, Inc. operates in the Special Industry Machinery sector, specifically focusing on semiconductor process equipment. The company is listed on the Nasdaq under the ticker ACMR and is classified as a large accelerated filer. Its recent filings include an 8-K on October 28, 2026, which outlines its financial condition and operational results.

What the Filing Says

According to the SEC filing, the company stated, "preliminary unaudited revenue for the third quarter of 2026 is expected to be in the range of $360 million to $365 million, which would represent year-to-year growth of 34% to 36%." Additionally, it noted that "preliminary total shipments are expected to be in the range of $335 million to $340 million, which would represent year-to-year growth of 27% to 29%." This positive outlook is indicative of the strong demand for semiconductor manufacturing equipment.

Impact

The anticipated revenue growth will likely affect various stakeholders, including investors, employees, and competitors in the semiconductor machinery industry. Investors may view these results as a positive indicator of ACM's market position, while competitors will be keen to assess how these results might influence their own strategies and market dynamics.

What's Next

The company is set to hold an earnings call on November 5, 2026, where it will provide further details on its financial performance and future outlook. This call will be crucial for analysts and investors looking to gain deeper insights into ACM's operations and market strategy.