AMKR Q3 2026 Net sales $1,991 million, Miss Guidance by $-9.0M
AMKR miss prior Q3 2026 Net sales guidance by $-9.0M. Capital expenditures was maintained by $0.0M to approximately $2.5 billion. Gross margin of 18.3% missed the guided midpoint of 19.0% by 70 basis points. The company trimmed its full-year 2026 capital expenditure guidance to approximately $2.5 billion from the prior range of $2.5 billion to $3.0 billion.
Guidance comparison
Guidance updates
Forward guidance
Key takeaways
Net sales: Q3 2026 net sales of $1,991 million grew 0.2% year-over-year but increased 4.9% sequentially from Q2 2026.
Earnings per share: Diluted EPS of $0.76 increased 49% year-over-year from $0.51 in Q3 2025 and beat the prior-year quarter.
Margin expansion: Gross margin expanded 400 basis points year-over-year to 18.3% from 14.3%, while operating income margin reached 11.3% versus 8.0% in Q3 2025.
End market performance: Record revenue in Computing (26% of sales, up from 19%) and Automotive & Industrial (22%, up from 16%) offset continued weakness in Communications (37%, down from 51%).
Capital expenditures: Full-year 2026 capex guidance updated to approximately $2.5 billion, the low end of the prior $2.5-$3.0 billion range.
Q4 2026 guidance: Net sales $1.9-$2.0 billion, gross margin 18.0-19.0%, net income $160-$185 million, EPS $0.65-$0.75.
Key metrics
Customer concentration
Primary source
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