Companies /Technology

AMKOR Technology Inc

NASDAQ: AMKR Semiconductor Equipment & Materials
$51.74
â–² $3.34 (+6.90%) today
Markets closed · 6:25pm ET

Q3 2025 Earnings

Reported Oct 27, 2025, 4:11pm ET · SEC source
$0.51
Beat +19.63%
EPS · est. $0.43
$2.0B
Beat +2.81%
Revenue · est. $1.9B
+13.7%
Beating market
AMKR vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−8%−4%0Oct 27Oct 28report 4:11pm ETearnings+0.2%−1.6%
−8%−4%0Oct 27Oct 28earnings+0.2%−1.6%
AMKR −1.6%S&P 500 +0.2%
−8%−4%0Oct 27Oct 28report 4:11pm ETearnings+0.8%−1.6%
−8%−4%0Oct 27Oct 28earnings+0.8%−1.6%
AMKR −1.6%NASDAQ +0.8%
−7%0+7%+14%Oct 27Nov 4report 4:11pm ETearnings−1.5%+6.5%
−7%0+7%+14%Oct 27Nov 4earnings−1.5%+6.5%
AMKR +6.5%S&P 500 −1.5%
−7%0+7%+14%Oct 27Nov 4report 4:11pm ETearnings−1.6%+6.5%
−7%0+7%+14%Oct 27Nov 4earnings−1.6%+6.5%
AMKR +6.5%NASDAQ −1.6%
−3.07%
Day of report
+1.65%
Next session
+9.61%
One week
+13.15%
30 days

S&P 500 over the same 30 days: −0.53%.

Did AMKR Beat Earnings? Q3 2025 Results

Amkor Technology posted a convincing beat in Q3 2025, with earnings per share of $0.51 clearing the $0.43 consensus estimate by 19.63% and revenue of $1.99 billion topping forecasts by 2.81%, representing 6.7% growth year over year. The standout driver was record demand for Advanced packaging, which pushed Advanced products revenue to $1.68 billion and powered record results in both the Communications and Computing end markets, together accounting for 70% of total sales. A sharp 31% sequential revenue rebound also reflected the company's deepening footprint in high-complexity semiconductor assembly. Despite the strong print, <a href="https://247wallst.com/investing/2025/10/27/amkor-stock-down-4-4-after-earnings/">shares fell after earnings</a>, as investors weighed a softer Q4 outlook calling for net sales of $1.78 billion to $1.88 billion and EPS of $0.38 to $0.48. Adding to the quarter's headline news, Amkor announced that CEO Giel Rutten will retire at year-end, with COO Kevin Engel stepping into the role on January 1, 2026, a transition the company framed as a continuity play given Engel's two decades with the firm.

Key Takeaways
  • Record demand for Advanced packaging drove 31% sequential revenue increase
  • Record revenue in Communications and Computing end markets
  • Steep production ramps executed during the quarter
  • Communications end market represented 51% of revenue, up from 40% in Q2 2025
  • Computing end market represented 19% of revenue

“Amkor delivered third quarter revenue of $1.99 billion, a 31% sequential increase, fueled by demand for Advanced packaging, which set a new revenue record. This quarter, we executed steep production ramps, achieved record revenue in our Communications and Computing end markets, and broke ground on our new Advanced packaging and test campus in Arizona, reinforcing our commitment to enable our customers' technology roadmaps and strengthen U.S. semiconductor manufacturing.”

Amkor Technology CEO, on the earnings call

Forward Guidance & Outlook

For Q4 2025, Amkor guides net sales of $1.775 billion to $1.875 billion, gross margin of 14.0% to 15.0% (including an approximate $30 million expected benefit from asset sales), and net income of $95 million to $120 million ($0.38 to $0.48 per diluted share). Full-year 2025 capital expenditures were increased to approximately $950 million.

AMKR YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$600.0M$1.2B$1.8B$1.9B$2.0BRevenue$272.5M$284.5MGross Profit$149.4M$158.9MOperating Income$122.6M$126.6MNet Income
$0$600.0M$1.2B$1.8BRevenueGross ProfitOperating IncomeNet Income

AMKR Revenue by Segment

Advanced Products$1.7B
Mainstream Products$303.0M

Figures from SEC filings and company reports. Not investment advice.