Companies /Technology

AMKOR Technology Inc

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

Q4 2025 Earnings

Reported Feb 9, 2026, 4:08pm ET · SEC source
$0.69
Beat +56.46%
EPS · est. $0.44
$1.9B
Beat +2.60%
Revenue · est. $1.8B
−15.3%
Trailing market
AMKR vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+3%+6%Feb 9Feb 10report 4:08pm ETearnings−0.1%+3.3%
0+3%+6%Feb 9Feb 10earnings−0.1%+3.3%
AMKR +3.3%S&P 500 −0.1%
0+3%+6%Feb 9Feb 10report 4:08pm ETearnings−0.3%+3.3%
0+3%+6%Feb 9Feb 10earnings−0.3%+3.3%
AMKR +3.3%NASDAQ −0.3%
−16%−8%0+8%Feb 9Feb 17report 4:08pm ETearnings−1.6%−9.4%
−16%−8%0+8%Feb 9Feb 17earnings−1.6%−9.4%
AMKR −9.4%S&P 500 −1.6%
−16%−8%0+8%Feb 9Feb 17report 4:08pm ETearnings−2.3%−9.4%
−16%−8%0+8%Feb 9Feb 17earnings−2.3%−9.4%
AMKR −9.4%NASDAQ −2.3%
+1.79%
Day of report
+5.07%
Next session
−12.57%
One week
−19.58%
30 days

S&P 500 over the same 30 days: −4.31%.

Did AMKR Beat Earnings? Q4 2025 Results

Amkor Technology capped 2025 with a standout fourth quarter, posting earnings per share of $0.69 against a consensus estimate of $0.44, a 56.46% beat, while revenue of $1.89 billion edged past the $1.84 billion estimate and grew 15.9% year over year. The driving force behind the outperformance was a record quarter for Advanced packaging and Computing revenue, with advanced products alone contributing $1.58 billion as demand from AI infrastructure and high-performance computing accelerated. Gross margin expanded meaningfully to 16.7% from 15.1% a year earlier, reflecting a favorable product mix and stronger factory utilization. For the full year, net sales reached $6.71 billion, up 6%. Analysts have raised price targets following the results, with at least one firm lifting its target to $65 on the strength of Amkor's execution. Looking ahead, the company guided Q1 2026 revenue of $1.60 to $1.70 billion and announced a dramatic full-year 2026 capital expenditure plan of $2.50 to $3.00 billion, signaling an aggressive push to capture the next wave of advanced packaging growth, particularly among <a href="https://247wallst.com/investing/2025/12/18/premarket-movers-micron-is-rocketing-31-higher/">semiconductor memory and computing</a> customers.

Key Takeaways
  • Record Advanced packaging and Computing revenue
  • 16% year-on-year Q4 revenue growth
  • Gross margin expansion to 16.7% in Q4 from 15.1% in Q4 2024
  • Communications end market represented 49% of Q4 revenue
  • Advanced products represented 84% of Q4 net sales

“2025 was a pivotal year for Amkor. We delivered strong results with record Advanced packaging and Computing revenue, executed on our strategic initiatives, and strengthened our position in the fastest growing areas of the semiconductor industry.”

Amkor Technology CEO, on the earnings call

Forward Guidance & Outlook

For Q1 2026, Amkor guided net sales of $1.60 billion to $1.70 billion, gross margin of 12.5% to 13.5%, and net income of $45 million to $70 million ($0.18 to $0.28 per diluted share). Full year 2026 capital expenditures are expected to be approximately $2.5 billion to $3.0 billion, a substantial increase from FY 2025 levels, reflecting accelerated strategic investments to support the next wave of advanced packaging growth.

AMKR YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$600.0M$1.2B$1.8B$1.6B$1.9BRevenue$246.7M$314.6MGross Profit$134.4M$185.0MOperating Income$105.6M$171.8MNet Income
$0$600.0M$1.2B$1.8BRevenueGross ProfitOperating IncomeNet Income

AMKR Revenue by Segment

Advanced Products$1.6B
Mainstream Products$308.0M

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