<div><div></div><div>ACM Research reported first-quarter 2026 results with revenue of $231.3 million, a 34% year-over-year increase, and GAAP diluted earnings per share of $0.24. Shipments for the quarter were $240.7 million, up 54% year-over-year, and the company reiterated full-year 2026 revenue guidance of $1.08 billion to $1.175 billion. Management highlighted new product rollouts, expanded global evaluations and the proposed Hong Kong H-share listing for its principal operating subsidiary.Financial Highlights<ul><li>Revenue: $231.3 million for the three months ended March 31, 2026 (up 34.2% year-over-year from $172.3 million).</li><li>Gross profit: $107.2 million; GAAP gross margin 46.4% (Non-GAAP gross margin 46.5%).</li><li>Income from operations: $36.2 million (GAAP).</li><li>Net income attributable to ACM Research: $17.3 million; GAAP diluted EPS $0.24 (Non-GAAP diluted EPS $0.34).</li><li>Cash position: Cash and cash equivalents plus restricted cash and short-term time deposits totaled approximately $1.25 billion at March 31, 2026.</li></ul>Business Highlights<ul><li>Shipments totaled $240.7 million in Q1 2026, up 53.6% versus Q1 2025; shipments include repeat tools and first tools awaiting customer acceptance.</li><li>Product and R&amp;D progress: Shipped first PECVD SiCN system (Saturn Series) for advanced BEOL and announced the unified ACM Planetary Family portfolio organizing products into eight families.</li><li>Completed scheduled shipments of advanced packaging equipment, including Ultra C vac-p panel-level vacuum cleaning systems and wafer-level packaging systems to global customers.</li><li>Strategic capital and corporate actions: Completed a sale of ~4.8 million shares of ACM Research (Shanghai) generating ~$110 million gross proceeds and ACM Shanghai announced a proposed H-share listing in Hong Kong.</li><li>Operational expansion: Management cited ramp-up of an Oregon facility later in 2026 and continued evaluations of Tahoe, single-wafer SPM, vertical furnace and panel-level platforms with global customers.</li></ul>Original SEC Filing: ACM Research, Inc. [ ACMR ] - 8-K - May. 07, 2026<section>Disclaimer<div>This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.</div></section></div></div>

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ACM Research reported Q1 2026 revenue of $231.3 million, a 34% increase year-over-year, with GAAP diluted EPS of $0.24. Shipments reached $240.7 million, up 54% year-over-year. The company reiterated its full-year revenue guidance of $1.08 billion to $1.175 billion. Key highlights include new product rollouts, a proposed Hong Kong H-share listing, and a strong cash position of approximately $1.25 billion. Management also noted operational expansions and strategic capital actions, including a share sale generating ~$110 million.

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ACM Research posts Q1 2026 revenue $231.3M, GAAP diluted EPS $0.24; shipments $240.7M