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Mar 31, 2022

Amkor Q1 2022 Earnings Report

Amkor reported strong financial results, driven by continued demand for advanced packaging solutions, with record first-quarter sales and EPS.

Key Takeaways

Amkor Technology reported a strong first quarter in 2022, with net sales of $1.6 billion, up 20% year-on-year, and earnings per diluted share of $0.69. The company's performance was driven by continued demand for advanced packaging solutions, which grew 26% year-on-year.

Net sales reached $1.6 billion, a 20% increase year-over-year.

Gross margin was 20.4%, and operating income margin was 13.2%.

Net income amounted to $171 million, with earnings per diluted share at $0.69.

EBITDA stood at $363 million.

Total Revenue
$1.6B
Previous year: $1.33B
+20.4%
EPS
$0.69
Previous year: $0.49
+40.8%
Communications Revenue %
41%
Previous year: 40%
+2.5%
Computing Revenue %
19%
Previous year: 17%
+11.8%
Automotive, Industrial & Other %
21%
Previous year: 22%
-4.5%
Gross Profit
$325M
Previous year: $266M
+22.5%
Cash and Equivalents
$855M
Previous year: $650M
+31.5%
Free Cash Flow
$8.02M
Previous year: $66.4M
-87.9%
Total Assets
$6.23B
Previous year: $5.05B
+23.2%

Amkor

Amkor

Amkor Revenue by Segment

Forward Guidance

Amkor's second quarter guidance reflects the estimated impact from a temporary, government mandated COVID-19 lockdown of their Shanghai operations. They anticipate that their Shanghai factory will return to normal production during the second half of the quarter.

Positive Outlook

  • Net sales of $1.47 billion to $1.57 billion
  • Gross margin of 16.5% to 18.5%
  • Net income of $90 million to $140 million
  • Earnings per diluted share of $0.37 to $0.57
  • Full year 2022 capital expenditures of approximately $950 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income