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Amkor Technology

Amkor Technology (AMKR) Q2 2026 Earnings

Reported Jul 27, 2026 at 4:08 PM ET · SEC Source

Q2 26 EPS

$0.70

BEAT +45.41%

Est. $0.48

Q2 26 Revenue

$1.90B

BEAT +4.56%

Est. $1.82B

vs S&P Since Q2 26

-18.8%

TRAILING MARKET

AMKR -14.5% vs S&P +4.4%

Market Reaction

Did AMKR Beat Earnings? Q2 2026 Results

Amkor Technology posted a blowout second quarter for 2026, delivering earnings per share of $0.70 against a consensus estimate of $0.47, a beat of nearly 49% that extended the semiconductor packaging company's streak to five consecutive quarters of t… Read more Amkor Technology posted a blowout second quarter for 2026, delivering earnings per share of $0.70 against a consensus estimate of $0.47, a beat of nearly 49% that extended the semiconductor packaging company's streak to five consecutive quarters of topping Wall Street expectations. Revenue climbed 25.6% year over year to $1.90 billion, with gross margin expanding sharply to 16.8% from 12.0% a year ago, reflecting the growing contribution of Advanced Products, which accounted for $1.56 billion of total sales as demand from computing and AI-related customers accelerated. Operating income more than doubled to $199.85 million, and net income attributable to Amkor reached $173.75 million versus $54.42 million in Q2 2025, underscoring the operating leverage embedded in the company's capacity buildout. That buildout is set to intensify, with full-year capital expenditures guided at $2.50 billion to $3.00 billion, supported in part by a multi-year $1.50 billion partnership with Nvidia to expand advanced packaging capacity in the U.S. For Q3, Amkor guided net sales of $1.95 billion to $2.05 billion and EPS of $0.72 to $0.82.

Key Takeaways

  • • Record revenue in Computing and Automotive & Industrial end markets
  • • 26% year-over-year revenue growth driven by Advanced Products
  • • Gross margin expansion to 16.8% from 12.0% year-over-year
  • • Operating margin improvement to 10.5% from 6.1% year-over-year
  • • Strong demand across Communications (42% of sales), Computing (22%), and Automotive & Industrial (22%) end markets

AMKR Forward Guidance & Outlook

For Q3 2026, Amkor guides net sales of $1.95 billion to $2.05 billion, gross margin of 18.5% to 19.5%, net income of $180 million to $205 million (EPS of $0.72 to $0.82 per diluted share). Full-year 2026 capital expenditures are expected at approximately $2.5 billion to $3.0 billion, reflecting the company's aggressive investment in advanced packaging and test capacity expansion.

24/7 Wall St

AMKR YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

24/7 Wall St

AMKR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q2 26

“Amkor delivered record second quarter revenue and strong profitability, with record revenue in our Computing and Automotive & Industrial end markets. During the first half of 2026, we expanded strategic partnerships across the semiconductor ecosystem, advanced key customer programs in AI and HPC, and continued the expansion of our Advanced packaging and test capacity. We expect these actions will strengthen our competitive position, increase our earnings power, and create sustainable shareholder value.”

— Kevin Engel, Q2 2026 Earnings Press Release

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