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Jun 30, 2025
Amkor Q2 2025 Earnings Report
Amkor reported solid financial results for Q2 2025 with revenue and profitability increasing sequentially.
Key Takeaways
Amkor exceeded guidance in Q2 2025 with revenue reaching $1.51B, driven by double-digit growth across all end markets and a strategic presence in AI and HPC technologies.
Revenue reached $1.51 billion, up from $1.322 billion in Q1 2025.
Net income rose to $54 million with EPS of $0.22.
EBITDA climbed to $259 million due to a $32 million contingency benefit.
Strong performance was recorded across all end markets including AI, HPC, and consumer electronics.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Amkor expects Q3 2025 revenue between $1.875 billion and $1.975 billion and a gross margin between 13.0% and 14.5%.
Positive Outlook
- Revenue guidance exceeds Q2 actuals
- Continued growth across end markets expected
- Improved gross margin forecast
- Net income projected to rise between $85M and $120M
- EPS outlook raised to $0.34–$0.48 range
Challenges Ahead
- Macroeconomic uncertainties remain
- Continued dependence on top customers
- Potential margin pressure from fixed costs
- Increased capital expenditures to $850M for FY25
- AI and HPC ramp-ups could increase execution risk
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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