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Mar 31, 2024

Amkor Q1 2024 Earnings Report

Amkor's Q1 2024 earnings aligned with expectations, with revenue at $1.37 billion and EPS at $0.24.

Key Takeaways

Amkor Technology reported Q1 2024 results with net sales of $1.37 billion and EPS of $0.24. The company sees Q1 as the low point for revenue and utilization after a multi-quarter industry downturn. They are continuing capacity expansion for AI devices and progressing plans for an Advanced packaging and test facility in Arizona.

Net sales for Q1 2024 were $1.37 billion.

Gross profit was $202 million, with an operating income of $73 million.

Net income reached $59 million, resulting in earnings per diluted share of $0.24.

EBITDA stood at $233 million.

Total Revenue
$1.37B
Previous year: $1.47B
-7.2%
EPS
$0.24
Previous year: $0.18
+33.3%
Communications Revenue
47%
Previous year: 45%
+4.4%
Automotive/Industrial Revenue
22%
Previous year: 26%
-15.4%
Computing Revenue
17%
Previous year: 17%
+0.0%
Gross Profit
$202M
Previous year: $194M
+4.1%
Cash and Equivalents
$1.12B
Previous year: $910M
+22.9%
Free Cash Flow
$66.1M
Previous year: $77.5M
-14.7%
Total Assets
$6.69B
Previous year: $6.58B
+1.6%

Amkor

Amkor

Amkor Revenue by Segment

Amkor Revenue by Geographic Location

Forward Guidance

Amkor's guidance for the second quarter 2024 includes net sales of $1.40 billion to $1.50 billion, gross margin of 13.0% to 15.0%, and net income of $35 million to $75 million, or $0.14 to $0.30 per diluted share. Full year 2024 capital expenditures are expected to be approximately $750 million.

Positive Outlook

  • Net sales of $1.40 billion to $1.50 billion
  • Gross margin of 13.0% to 15.0%
  • Net income of $35 million to $75 million
  • Earnings per diluted share of $0.14 to $0.30
  • Full year 2024 capital expenditures of approximately $750 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income