ACM Research Beats Q3 2026 Estimates as Revenue Rises 37% to $367.7M

ACM Research (ACMR) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $367.7 million, up 37% from a year earlier, above the $310.6 million estimate, and adjusted EPS was $0.55, up 53% from a year earlier, above the $0.51 estimate.

Shares rose 8.1% in premarket trading as of 5:15 a.m. ET, to $48.01 from a $44.43 close.

Q3 2026 scorecard

By our calculation, revenue was $57.1 million above the estimate and adjusted EPS was $0.05 above it. The QoQ column compares with the previous quarter's revenue of $292.9 million and adjusted EPS of $0.61. The YoY column compares with $269.2 million and $0.36 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 6 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $269.2 million, $244.4 million, $231.3 million, $292.9 million and $367.7 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.58 and revenue of $338.4 million next quarter, based on 2 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 37% increase to $367.7 million.
• Estimate record. Whether ACM Research extends a record of beating EPS estimates in 6 of its last 8 reports.
• Related coverage. See our reports on U-Haul, ArcelorMittal, SFL and VSE.

Sources: Results are from ACM Research's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from ACM Research's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.