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Amkor Technology (AMKR) investor relations material
Amkor Technology Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary27 Oct, 2025
Executive summary
Q3 2025 revenue reached $1.99B, up 31% sequentially and 6.7% year-over-year, driven by record demand in advanced packaging and strong performance in communications and computing end markets.
CEO Giel Rutten announced retirement at end of 2025, with Kevin Engel named as successor effective January 1, 2026; Rutten will remain on the board.
Broke ground on a $7B advanced packaging and test campus in Arizona, expanding U.S. manufacturing and global footprint.
Advanced packaging and communications and computing segments reached all-time high revenues, with strong AI and HPC demand.
Capital expenditures for the first nine months of 2025 totaled $472.5M, with full-year CapEx guidance raised to $950M, primarily for the Arizona campus.
Financial highlights
Q3 2025 gross profit was $284M, gross margin 14.3% (up 230 bps sequentially), operating income $159M (8% margin), net income $127M, and EBITDA $340M (17.1% margin).
Diluted EPS for Q3 2025 was $0.51, up from $0.22 in Q2 2025 and $0.49–$0.50 in Q3 2024.
Cash and short-term investments totaled $2.1B at quarter-end; total liquidity was $3.2B; total debt was $1.8B, with a debt/EBITDA ratio of 1.7x.
Operating income margin was 8.0% in Q3 2025, unchanged year-over-year and up from 6.1% in Q2 2025.
Free cash flow for the nine months ended September 30, 2025 was negative $13.2M, reflecting high capital expenditures.
Outlook and guidance
Q4 2025 revenue expected between $1.775B and $1.875B, an 8% sequential decline but 12% year-on-year increase.
Gross margin projected at 14–15%, including a $30M asset sale benefit; net income forecasted at $95–$120M, EPS $0.38–$0.48.
2025 CapEx forecast raised to $950M, with $200M allocated to the Arizona facility.
Liquidity expected to be sufficient for at least the next 12 months, supported by strong cash balances and available credit.
Management anticipates continued quarterly dividend payments, subject to board discretion and financial performance.
Nanium contingency payment details
Amkor's EBITDA comparability to peers
Rationale for Amkor's liquidity definition
New CEO's Advanced packaging strategy
Q4 guidance decline drivers
Increased CapEx for US manufacturing
What customer commitments underpin the $7B Arizona investment?
Detail the path to 100bps margin improvement by 2027
How will HDFO expand beyond compute applications?
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Next Amkor Technology earnings date
Q4 202510 Feb, 2026
Next Amkor Technology earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, the Middle East, Africa, and the rest of the Asia Pacific. It offers turnkey packaging and test services; various forms of final test services; wafer processing services comprising wafer probing under thermal and humidity controlled environment; wafer bumping services in various technologies, such as copper pillar and wafer level fan-out; and other assembly services that include IC package design and development, packaging, and drop shipment services.
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