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Sep 30, 2025
Amkor Q3 2025 Earnings Report
Amkor reported strong Q3 2025 results driven by record revenue from Advanced packaging and strength in Communications and Computing markets.
Key Takeaways
Amkor Technology posted solid results for Q3 2025, with $1.99B in revenue and $127M in net income. Growth was led by Advanced packaging demand, and the company broke ground on a new campus in Arizona.
Revenue reached $1.99B, supported by a 31% sequential increase.
Advanced packaging achieved record revenue.
Communications and Computing end markets were strong performers.
CEO succession plan announced; COO Kevin Engel to become CEO in 2026.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Amkor expects Q4 2025 revenue between $1.775B and $1.875B, with gross margin of 14–15% including a $30M benefit from asset sales.
Positive Outlook
- Expected Q4 revenue up to $1.875B.
- Gross margin projected to improve to 15%.
- Continued demand for advanced packaging.
- Asset sales contributing $30M to gross margin.
- Increased capital expenditures to $950M, signaling confidence in growth.
Challenges Ahead
- Q4 net income guidance as low as $95M.
- EPS guidance range ($0.38–$0.48) below Q3 actuals.
- Consumer segment down from prior year.
- Automotive and industrial segment flat YoY.
- Dependence on top customers remains high at 73%.
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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