Amkor Technology (AMKR) Q1 2025 Earnings
How Did AMKR Stock React to Q1 2025 Earnings?
S&P 500 over the same 30 days: +6.33%.
Did AMKR Beat Earnings? Q1 2025 Results
Yes. Amkor Technology reported Q1 2025 earnings of $0.09 a share on Apr 28, 2025, beating the $0.09 consensus estimate by 4.5%. Revenue was $1.3B against a $1.3B estimate.
Amkor Technology opened 2025 with a modest but clean beat, reporting Q1 revenue of $1.32 billion and diluted EPS of $0.09, clearing the Street's $1.28 billion revenue consensus by 3.61% and edging past the $0.09 EPS estimate by 4.53%, even as sales slid 3.2% from the year-ago period. The headline numbers, however, masked meaningful margin pressure: gross margin compressed to 11.9% from 14.8% a year earlier, weighed down by higher labor costs, increased depreciation, and elevated manufacturing overhead that collectively squeezed operating income margin to just 2.4%. Advanced products, representing roughly 80% of total sales at $1.06 billion, remained the backbone of the business, while a notable shift in end-market mix saw Automotive and Industrial climb to 21% of revenue as Communications softened to 40%. Looking ahead, Amkor guided Q2 net sales of $1.38 billion to $1.48 billion with gross margin of 11.5% to 13.5%, citing its diversified global manufacturing footprint as a key buffer against ongoing tariff and trade regulation uncertainty.
- Communications end market represented 40% of Q1 2025 sales
- Computing end market grew to 22% of sales from 17% year-over-year
- Automotive, industrial and other increased to 21% of sales from 17% in Q4 2024
- Top ten customers represented 71% of net sales
- Packaging services accounted for 88% of revenue, test services 12%
- Gross margin compression to 11.9% driven by higher labor, depreciation, and other manufacturing costs
“Amkor delivered first quarter results in line with expectations, with revenue of $1.32 billion and EPS of $0.09.”
Amkor Technology CEO, on the earnings call
What Was Amkor Technology's Outlook in Q1 2025?
For Q2 2025, Amkor guides net sales of $1.375 billion to $1.475 billion, gross margin of 11.5% to 13.5%, and net income of $17 million to $57 million ($0.07 to $0.23 per diluted share). Full year 2025 capital expenditures are expected to be approximately $850 million. The company is closely monitoring evolving tariffs and trade regulations and their potential impacts on customers' supply chains.
AMKR YoY Financials
| Metric | Q1 2025 | Q1 2024 | Year over year |
|---|---|---|---|
| Revenue | $1.3B | $1.4B | −3.2% |
| Gross Profit | $157.6M | $201.6M | −21.9% |
| Operating Income | $31.5M | $73.1M | −56.9% |
| Net Income | $21.1M | $58.9M | −64.1% |
AMKR Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.