ACM Research updates worth following

Wafer cleaning and semiconductor process equipment. TickerStar monitors official filings, investor releases, earnings, and call updates for ACM Research. Subscribe to ACMR alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.

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Company updateOfficial company sourceSep 30, 2026

ACM Research's ACM Shanghai reports backlog of RMB 17.1 billion (USD $2.5 billion) as of September 29, 2026, up 88.2% YoY

ACM Research, Inc. furnished an 8-K attaching a press release from its operating subsidiary ACM Research (Shanghai) disclosing total backlog of RMB 17.1 billion (USD $2.5 billion) as of September 29, 2026, an 88.2% year-over-year increase from the prior year's disclosed backlog. The filing does not contain GAAP financial results, earnings, or a revenue/earnings guidance update; it is a backlog disclosure with reporting-date announcements. For context, the disclosed USD-equivalent backlog of $2.5 billion is more...

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SEC filingSEC filingAug 7, 2026

ACMR 10-Q filed 2026-08-07 | Key takeaways

ACMR filed its 10-Q; the most relevant disclosure change is added ACM Registered Direct Offering: On May 12, 2026 ACM entered into a Securities Purchase Agreement with U.S. institutional investors managed by Tekne Capital Management, LLC to issue 2,884,615 Class A shares at $52.00 per share; transaction closed May 15, 2026 generating approximately $148.4 m. Customer concentration: Top three customers represented 43.5% of revenue; Top customers (concentration aggregate) represented 12.7% (one customer) of revenue.

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EarningsOfficial company sourceAug 7, 2026

ACM Research raises FY2026 revenue outlook to $1.125-$1.175 billion; Q2 revenue up 36% YoY

FY2026 total revenue was raised by +$45.0M to $1.125 billion to $1.175 billion (midpoint $1.150 billion). Q2 2026 revenue was $292.9 million, up 36.0% year-over-year, with GAAP diluted EPS of $1.23 (vs. $0.44) and non-GAAP diluted EPS of $0.61 (vs. $0.55). The company ended the quarter with $1.0 billion in net cash and reported total shipments of $281.5 million, up 36.4% year-over-year.

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