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Jun 30, 2025
ASE Technology Q2 2025 Earnings Report
ASE Technology reported steady second quarter 2025 results in USD terms, with earnings supported by a strong ATM segment and favorable FX effects.
Key Takeaways
In Q2 2025, ASE Technology posted revenue of approximately $4.83 billion and net income of $242 million. While EMS declined, ATM grew strongly, and forex gains offset valuation losses. CapEx spending remained high, leading to negative free cash flow.
Revenue was ~$4.83B, growing YoY and slightly QoQ.
Net income reached $242M, with EPS of $0.109 per ADS.
EMS revenue declined, while ATM operations expanded robustly.
Foreign exchange gains offset losses from financial asset valuation.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
ASE expects demand resilience in ATM and gradual stabilization in EMS, with continued cost control and FX vigilance going into the second half of 2025.
Positive Outlook
- Packaging and testing demand expected to remain strong
- Improved gross margins over Q1
- Resilient customer concentration in key segments
- CapEx focused on long-term strategic growth
- Favorable currency trends may continue
Challenges Ahead
- EMS revenue weakness may persist
- Ongoing pressure on consumer and industrial end markets
- Large valuation losses affected non-operating performance
- Free cash flow remains negative amid heavy CapEx
- Market visibility remains limited in some geographies
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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