Amkor Technology

AMKR Q4 2025 Earnings

Reported Feb 9, 2026 at 4:08 PM ET · SEC Source

Q4 25 EPS

$0.69

BEAT +56.46%

Est. $0.44

Q4 25 Revenue

$1.89B

BEAT +2.66%

Est. $1.84B

vs S&P Since Q4 25

+27.1%

BEATING MARKET

AMKR +31.2% vs S&P +4.1%

Full Year 2025 Results

FY 25 EPS

$1.50

BEAT +18.93%

Est. $1.26

FY 25 Revenue

$6.71B

BEAT +0.73%

Est. $6.66B

Market Reaction

Did AMKR Beat Earnings? Q4 2025 Results

Amkor Technology capped 2025 with a standout fourth quarter, posting earnings per share of $0.69 against a consensus estimate of $0.44, a 56.46% beat, while revenue of $1.89 billion edged past the $1.84 billion estimate and grew 15.9% year over year.… Read more Amkor Technology capped 2025 with a standout fourth quarter, posting earnings per share of $0.69 against a consensus estimate of $0.44, a 56.46% beat, while revenue of $1.89 billion edged past the $1.84 billion estimate and grew 15.9% year over year. The driving force behind the outperformance was a record quarter for Advanced packaging and Computing revenue, with advanced products alone contributing $1.58 billion as demand from AI infrastructure and high-performance computing accelerated. Gross margin expanded meaningfully to 16.7% from 15.1% a year earlier, reflecting a favorable product mix and stronger factory utilization. For the full year, net sales reached $6.71 billion, up 6%. Analysts have raised price targets following the results, with at least one firm lifting its target to $65 on the strength of Amkor's execution. Looking ahead, the company guided Q1 2026 revenue of $1.60 to $1.70 billion and announced a dramatic full-year 2026 capital expenditure plan of $2.50 to $3.00 billion, signaling an aggressive push to capture the next wave of advanced packaging growth, particularly among semiconductor memory and computing customers.

Key Takeaways

  • Record Advanced packaging and Computing revenue
  • 16% year-on-year Q4 revenue growth
  • Gross margin expansion to 16.7% in Q4 from 15.1% in Q4 2024
  • Communications end market represented 49% of Q4 revenue
  • Advanced products represented 84% of Q4 net sales
24/7 Wall St

AMKR YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

AMKR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“2025 was a pivotal year for Amkor. We delivered strong results with record Advanced packaging and Computing revenue, executed on our strategic initiatives, and strengthened our position in the fastest growing areas of the semiconductor industry.”

— Kevin Engel, Q4 2025 Earnings Press Release