•
Jun 30, 2021

Amkor Q2 2021 Earnings Report

Reported record net sales and earnings per share for the second quarter of 2021.

Key Takeaways

Amkor Technology reported record net sales of $1.41 billion, up 20% year-on-year, and record second quarter earnings per diluted share of $0.51. Strong demand for Advanced SiP in the Communications and Consumer end markets drove revenue above expectations. The Automotive and Industrial business grew 33% year-on-year to a record $300 million.

Record net sales of $1.41 billion, up 20% year-on-year.

Gross margin was 19.4%, and operating income margin was 11.0%.

Record second quarter net income was $126 million, with record second quarter earnings per diluted share of $0.51.

EBITDA reached $295 million.

Total Revenue
$1.41B
Previous year: $1.17B
+19.9%
EPS
$0.51
Previous year: $0.23
+121.7%
Communications Revenue
40%
Previous year: 38%
+5.3%
Automotive/Industrial Revenue
22%
Previous year: 19%
+15.8%
Computing Revenue
16%
Previous year: 16%
+0.0%
Gross Profit
$273M
Previous year: $192M
+41.9%
Cash and Equivalents
$725M
Previous year: $783M
-7.5%
Free Cash Flow
$116M
Previous year: $67.4M
+72.6%
Total Assets
$5.57B
Previous year: $5.12B
+8.8%

Amkor

Amkor

Amkor Revenue by Segment

Forward Guidance

The company expects 26% year-on-year growth in the third quarter with revenue of $1.70 billion.

Positive Outlook

  • Net sales of $1.65 billion to $1.75 billion
  • Gross margin of 18.5% to 20.5%
  • Net income of $150 million to $200 million, or $0.60 to $0.80 per diluted share
  • Fueled by new product ramps for Advanced products in Communications

Challenges Ahead

  • Ongoing supply chain constraints affecting the semiconductor industry
  • Working closely with customers and suppliers to help mitigate ongoing supply chain constraints

Revenue & Expenses

Visualization of income flow from segment revenue to net income