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Amkor Technology (AMKR) guidance and outlook
Amkor Technology (AMKR) raised some and lowered other parts of its guidance on Oct 26, 2026: Revenue $1.9B–$2.0B for Q4 2026; Gross margin 18%–19% for Q4 2026; Net income $160M–$185M for Q4 2026; Capital expenditures $2.5B for FY2026. Amkor Technology's 10-Q filed Jul 28, 2026 makes 14 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $1.9B–$2.0B | raised |
| Gross margin | Q4 2026 | 18%–19% | new |
| Net income | Q4 2026 | $160M–$185M | new |
| Capital expenditures | FY2026 | $2.5B | lowered |
From the earnings release filed Oct 26, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Jul 28, 2026
- Our commitment to technology leadership is reinforced by ongoing investment in research and development, and we intend to continue to leverage our investments in advanced technology to meet the demand for these services in key markets.
- Construction began in the second half of 2025, and we believe that this investment will strengthen our ability to serve customers seeking to regionalize their supply chains and will enhance our participation in U.S. semiconductor initiatives.
- Servicing our current and future customers requires that we incur significant operating expenses and continue to make significant capital expenditures, which are generally made in advance of expected revenues and without firm customer commitments.
- We will continue to make prudent investments, and we will closely manage capacity expansion and control costs in response to any changes in market conditions.
- The costs related to our technology and product development projects are included in research and development expense until the project moves into production.
- As these conditional reduced tax rates expire, income earned in these jurisdictions will be subject to higher statutory income tax rates, which may cause our effective tax rate to increase.
- There can be no assurance that we will generate the necessary net income or operating cash flows, or be able to borrow sufficient funds, to meet the funding needs of our business beyond the next 12 months due to a variety of factors, including the cyclical nature of the semiconductor industry and other factors discussed in Part II, Item 1A of this Form 10-Q.
- We were in compliance with all debt covenants as of June 30, 2026, and we expect to remain in compliance with these covenants for at least the next 12 months.
- As of June 30, 2026, we expect to receive approximately $300 million of advance payments over a two-year period, all of which will require standby letters of credit upon receipt.
- During the same month, we separately entered into an advance payment agreement with a customer pursuant to which we expect to receive approximately $1.5 billion in 2027.
- During the six months ended June 30, 2026, we paid total quarterly cash dividends of $41.4 million, and we currently anticipate that we will continue to pay quarterly cash dividends in the future.
- The timing, manner, price and amount of any repurchases will be determined by us at our discretion and will depend upon a variety of factors including economic and market conditions, the cash needs and investment opportunities for the business, the current market price of our stock, applicable legal requirements and other factors.
Amkor Technology's latest quarter
Amkor Technology, Q3 2026: revenue $2.0B (+0.2% year over year), operating margin 11.3%, net earnings $191M, operating cash flow $487M. The chart follows the revenue to costs, profit and cash.
Questions
Did Amkor Technology raise or lower its guidance?
Amkor Technology (AMKR) raised some and lowered other parts of its guidance on Oct 26, 2026: Revenue $1.9B–$2.0B for Q4 2026; Gross margin 18%–19% for Q4 2026; Net income $160M–$185M for Q4 2026; Capital expenditures $2.5B for FY2026.
What does Amkor Technology expect?
Our commitment to technology leadership is reinforced by ongoing investment in research and development, and we intend to continue to leverage our investments in advanced technology to meet the demand for these services in key markets. Construction began in the second half of 2025, and we believe that this investment will strengthen our ability to serve customers seeking to regionalize their supply chains and will enhance our participation in U.S. semiconductor initiatives. Servicing our current and future customers requires that we incur significant operating expenses and continue to make sig
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.