Abstract
Acm Research Inc. will post its quarterly results on January 22, 2026 Pre-Market; this preview consolidates last quarter’s reported metrics, the latest model-based forecasts for the current quarter, and recent institutional commentary to frame expectations and potential stock drivers.
Market Forecast
Consensus modeling points to Acm Research Inc.’s current-quarter revenue estimate at $0.25 billion with an estimated year-over-year increase of 27.45%, EBIT at $43.16 million with an estimated year-over-year growth of 21.28%, and adjusted EPS at $0.47 with an estimated year-over-year growth of 20.48%. Forecast specifics for gross profit margin and net profit margin are not published in the returned dataset. The company’s main business highlights center on single-wafer cleaning systems and adjacent wet-process platforms; within this mix, single-wafer cleaning remains the core revenue engine. The segment with the highest growth potential is single-wafer cleaning, supported by recent demand signals and order momentum; detailed YoY data for the segment-level forecast is not available in the returned dataset.
Last Quarter Review
Acm Research Inc. reported last quarter revenue of $0.27 billion, a gross profit margin of 42.04%, GAAP net profit attributable to the parent company of $35.89 million with quarter-on-quarter growth of 20.59%, a net profit margin of 13.33%, and adjusted EPS of $0.36 with a year-over-year decline of 42.86%. The company’s EPS came in below prior estimates while revenue exceeded modeled expectations by $18.99 million. Main business revenue distribution showed single-wafer cleaning, Tahoe, and sub-critical cleaning equipment at $181.57 million (67.46% of revenue), electrochemical plating, furnaces, and other technologies at $59.85 million (22.24% of revenue), and advanced packaging, services, and spares at $27.74 million (10.31% of revenue).
Current Quarter Outlook
Main Business Trajectory
The primary driver for Acm Research Inc. this quarter remains single-wafer cleaning systems and related wet-process platforms. With last quarter’s segment contribution at $181.57 million, this category anchors both revenue scale and margin stability due to its established installed base and recurring pull-through on options, updates, and service. The headline model implies total revenue of $248.42 million this quarter, down sequentially from $269.16 million but up year-over-year by 27.45%. For investors, the operational focus is likely on shipment timing, backlog conversion, and customer acceptance milestones that can influence quarterly recognition, with any deferments potentially shifting revenue into subsequent periods.
Most Promising Business Momentum
Within Acm Research Inc.’s portfolio, single-wafer cleaning is positioned to capture incremental demand stemming from capacity adds and technology migrations at leading-edge fab nodes. The segment’s scale last quarter demonstrates resilient demand across front-end cleaning steps, which are necessary as feature sizes shrink and process complexity rises. Given the forecasted year-over-year revenue growth of 27.45% for the company overall, sustained orders and deliveries in single-wafer cleaning likely carry the largest weight for hitting EBIT of $43.16 million and EPS of $0.47, as vertical integration and manufacturing leverage can reinforce margins. While detailed forecast YoY growth by segment is not available, pipeline strength and previously disclosed customer engagements suggest this segment remains the company’s keystone for near-term revenue realization.
Stock Price Sensitivities and Profit Drivers
This quarter’s stock response will hinge on revenue conversion relative to the $248.42 million estimate, mix effects on gross margin versus the 42.04% baseline from last quarter, and opex discipline that bridges toward the modeled EBIT of $43.16 million. Net profit margin last quarter stood at 13.33%, and the degree to which gross margin holds or expands will shape EPS outcomes, particularly if product mix tilts toward higher-value cleaning platforms. Investors should monitor booking trends, delivery cadence in China and other key geographies, and any commentary around supply chain readiness, as these factors interact to drive EBIT variance. A positive surprise on adjusted EPS would likely require either stronger top-line conversion or operating efficiencies that compress unit costs without sacrificing throughput.
Analyst Opinions
Based on recent institutional commentary gathered within the allowed timeframe, the majority view leans bullish, citing resilient demand for single-wafer cleaning and improving EBIT leverage tied to revenue scale. Analysts pointing to positive momentum emphasize the current-quarter estimates of $248.42 million in revenue, $43.16 million in EBIT, and $0.47 EPS as reachable given the backlog and customer acceptance schedules disclosed in prior updates. The supportive stance also references last quarter’s revenue outperformance versus models, interpreting the EPS shortfall as timing-related rather than structural. In this framework, the bullish camp highlights that mix toward core cleaning solutions and consistent gross margin management could underpin an upside case if shipment timing aligns with recognition. The constructive consensus further argues that the order pipeline in wet-process platforms, including cleaning and electrochemical plating, provides cross-product validation for near-term revenue goals, even as quarterly variability remains a consideration.
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