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Sep 30, 2023

Amkor Q3 2023 Earnings Report

Amkor's Q3 2023 financial performance was strong, with revenue and profitability reaching the high end of guidance, driven by growth in the Communications end market.

Key Takeaways

Amkor Technology reported a strong third quarter in 2023, with revenue of $1.82 billion, up 25% sequentially. The Communications end market experienced year-on-year growth, reaching a new record level. The company also celebrated the grand opening of its state-of-the-art factory in Bac Ninh, Vietnam.

Net sales reached $1.82 billion.

Gross profit was $283 million, with an operating income of $167 million.

Net income amounted to $133 million, resulting in earnings per diluted share of $0.54.

EBITDA stood at $333 million.

Total Revenue
$1.82B
Previous year: $2.08B
-12.6%
EPS
$0.54
Previous year: $1.24
-56.5%
Communications Revenue
55%
Previous year: 47%
+17.0%
Automotive/Industrial Revenue
19%
Previous year: 18%
+5.6%
Computing Revenue
14%
Previous year: 15%
-6.7%
Gross Profit
$283M
Previous year: $421M
-32.8%
Cash and Equivalents
$736M
Previous year: $624M
+17.9%
Free Cash Flow
$44.3M
Previous year: -$152M
-129.2%
Total Assets
$6.73B
Previous year: $6.69B
+0.6%

Amkor

Amkor

Amkor Revenue by Segment

Forward Guidance

Amkor Technology anticipates net sales between $1.625 billion and $1.725 billion, gross margin between 14.0% and 16.0%, and net income between $80 million and $120 million, or $0.32 to $0.49 per diluted share for Q4 2023. Full year 2023 capital expenditures are expected to be approximately $750 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income