即便公司多次调高预期收入,24年实际收入782M也超过调高后的上限770M。参考Q4主要财务指标和市场预期,估计中概小盘股在美股关注少,市场预期与实际数据差太多了:预期收入增长10.8%,实际增长31.2%;预期每股收益0.26、下滑39%,实际每股收益0.56、增长30%。
Q4 key data:
Revenue was $223.5 million, up 31.2%.
Operating income was $44.0 million, up 88.2% compared to $23.4 million. Operating margin was 19.7% compared to 13.7%.
Net income per diluted share attributable to ACM Research, Inc. was $0.46, compared to $0.26. Non-GAAP net income per diluted share, which excludes the effect of stock-based compensation and unrealized gain on short-term investments, was $0.56, compared to $0.43.
Market consensus:
Analysts expect ACM Research, Inc. to post earnings of $0.26 per share. This would mark a year-over-year decline of 39.53%. Alongside, our most recent consensus estimate is anticipating revenue of $188.17 million, indicating a 10.48% upward movement from the same quarter last year.