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Jun 30
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.
Amkor
Amkor
Amkor Revenue by Segment
Amkor Revenue by Geographic Location
Revenue by Segment
Advanced products Revenue
CapyFin.comMainstream products Revenue
CapyFin.comRevenue by Geographic Location
Communications Revenue
CapyFin.comComputing Revenue
CapyFin.comAutomotive, Industrial & Other Revenue
CapyFin.comConsumer Revenue
CapyFin.com 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