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Jun 30, 2022

Amkor Q2 2022 Earnings Report

Amkor delivered record second quarter revenue driven by strong demand for advanced packaging solutions.

Key Takeaways

Amkor Technology reported record second quarter revenue of $1.5 billion. Demand for Advanced packaging solutions remained strong, driving the Automotive & Industrial end market to 16% year-on-year growth.

Net sales reached $1.5 billion.

Net income was $125 million, with earnings per diluted share at $0.51.

EBITDA stood at $302 million.

Global factory network is prepared to support the expected growth in the second half of the year after returning to normal output levels in Shanghai.

Total Revenue
$1.51B
Previous year: $1.41B
+7.0%
EPS
$0.51
Previous year: $0.51
+0.0%
Communications Revenue
37%
Previous year: 40%
-7.5%
Automotive/Industrial Revenue
23%
Previous year: 22%
+4.5%
Computing Revenue
18%
Previous year: 16%
+12.5%
Gross Profit
$249M
Previous year: $273M
-8.7%
Cash and Equivalents
$734M
Previous year: $725M
+1.3%
Free Cash Flow
$114M
Previous year: $116M
-1.9%
Total Assets
$6.39B
Previous year: $5.57B
+14.8%

Amkor

Amkor

Amkor Revenue by Segment

Amkor Revenue by Geographic Location

Forward Guidance

Amkor’s guidance for the third quarter 2022 includes net sales of $1.88 billion to $1.98 billion, gross margin of 19.0% to 21.0%, and net income of $200 million to $250 million, or $0.82 to $1.02 per diluted share. Full year 2022 capital expenditures are expected to be approximately $950 million.

Positive Outlook

  • Net sales are expected to be between $1.88 billion and $1.98 billion, a sequential increase of 25% to 32%.
  • Net sales are expected to increase year-on-year by 12% to 18%.
  • Gross margin is projected to be between 19.0% and 21.0%.
  • Net income is anticipated to be between $200 million and $250 million.
  • Earnings per diluted share are forecasted to be between $0.82 and $1.02.

Revenue & Expenses

Visualization of income flow from segment revenue to net income