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Sep 30, 2020

Amkor Q3 2020 Earnings Report

Reported record third quarter net sales and initiated a quarterly cash dividend.

Key Takeaways

Amkor Technology reported record third-quarter net sales of $1.35 billion, up 25% year-on-year and 15% sequentially. The company's operating income was $127 million, with a margin of 9.4%, and net income was $92 million, resulting in earnings per diluted share of $0.38. Amkor also initiated a regular quarterly cash dividend of $0.04 per share.

Record third quarter net sales of $1.35 billion, a 25% increase year-over-year and 15% sequentially.

Operating income reached $127 million, resulting in an operating income margin of 9.4%.

Net income was $92 million, with earnings per diluted share at $0.38.

Initiated a regular quarterly cash dividend of $0.04 per share.

Total Revenue
$1.35B
Previous year: $1.08B
+24.9%
EPS
$0.38
Previous year: $0.23
+65.2%
Communications Revenue
43%
Previous year: 41%
+4.9%
Automotive/Industrial Revenue
17%
Previous year: 26%
-34.6%
Computing Revenue
15%
Previous year: 15%
+0.0%
Gross Profit
$241M
Previous year: $182M
+32.3%
Cash and Equivalents
$567M
Previous year: $599M
-5.3%
Free Cash Flow
$50.5M
Previous year: $59.6M
-15.3%
Total Assets
$5.14B
Previous year: $4.41B
+16.6%

Amkor

Amkor

Amkor Revenue by Segment

Forward Guidance

For the fourth quarter of 2020, Amkor expects net sales between $1.25 billion and $1.35 billion, and net income between $68 million and $115 million, or $0.28 to $0.47 per diluted share. They also expect year on year revenue growth of 10%.

Positive Outlook

  • Continued strength in advanced packaging.
  • Recovering automotive end market.
  • Solid revenue performance expected.
  • Growing demand in the communications end market.
  • Share gains in the communications end market.

Revenue & Expenses

Visualization of income flow from segment revenue to net income