Q1 26 EPS
$0.33
Q1 26 Revenue
$1.68B
BEAT +1.93%
Est. $1.65B
vs S&P Since Q1 26
-10.5%
TRAILING MARKET
AMKR -9.2% vs S&P +1.3%
Market Reaction
Did AMKR Beat Earnings? Q1 2026 Results
Amkor Technology posted a blowout first quarter for 2026, beating Wall Street on both the top and bottom lines and extending its EPS beat streak to four consecutive quarters. The semiconductor packaging and test services company reported earnings of … Read more Amkor Technology posted a blowout first quarter for 2026, beating Wall Street on both the top and bottom lines and extending its EPS beat streak to four consecutive quarters. The semiconductor packaging and test services company reported earnings of $0.33 per diluted share, clearing the $0.24 consensus estimate by 35.58%, while revenue of $1.68 billion edged past the $1.65 billion consensus by 1.93% and rose 27.5% from the year-ago period. The primary engine behind the outperformance was the Advanced Products segment, which generated $1.37 billion in net sales as demand for flip chip, memory, and wafer-level processing services accelerated, particularly within Communications end markets that expanded to 44% of total revenue. Gross margin widened to 14.2% from 11.9% a year ago, and operating income jumped to $100.29 million from $31.52 million. Looking ahead, management guided second-quarter revenue of $1.75 billion to $1.85 billion with EPS of $0.42 to $0.52, and outlined a significant full-year capital expenditure plan of $2.50 billion to $3.00 billion to meet growing advanced packaging demand.
Key Takeaways
- • Broad-based end market demand driving 27% year-over-year revenue growth
- • Advanced Products revenue growth from $1,064M to $1,372M year-over-year
- • Improved utilization across factory network
- • Communications end market represented 44% of revenue, up from 40% year-over-year
- • Operating cash flow improved to $145M from $24M year-over-year
AMKR Forward Guidance & Outlook
For Q2 2026, Amkor guided net sales of $1.75 billion to $1.85 billion, gross margin of 14.5% to 15.5%, and net income of $105 million to $130 million ($0.42 to $0.52 per diluted share). Full-year 2026 capital expenditures are expected to be approximately $2.5 billion to $3.0 billion, representing a substantial increase in investment to support customer demand.
AMKR YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
AMKR Revenue by Segment
With YoY comparisons, source: SEC Filings
“Amkor delivered a strong start to 2026 with record first quarter revenue driven by broad-based end market demand. During the quarter, we progressed key customer programs in Advanced packaging, improved utilization across our factory network, and made continued progress on our margin initiatives, demonstrating our ability to execute effectively in a dynamic industry environment.”
— Kevin Engel, Q1 2026 Earnings Press Release
AMKR Earnings Trends
AMKR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
AMKR EPS Trend
Earnings per share: estimate vs actual
AMKR Revenue Trend
Quarterly revenue: estimate vs actual
AMKR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $0.33 | — | $1.68B | +1.93% |
| Q4 25 BEAT FY | $0.44 | $0.69 | +56.46% | $1.89B | +2.66% |
| FY Full Year | $1.26 | $1.50 | +18.93% | $6.71B | +0.73% |
| Q3 25 BEAT | $0.43 | $0.51 | +19.63% | $1.99B | +2.81% |
| Q2 25 BEAT | $0.16 | $0.22 | +39.59% | $1.51B | +6.26% |
| Q1 25 BEAT | $0.09 | $0.09 | +4.53% | $1.32B | +3.61% |