ACMR at a glance
ACM Research, Inc. (ACMR, SEC CIK 1680062) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ACM Research, Inc. (ACMR) reported revenue of $901.3 million (up 15.2% from FY2024) and net income of $94.1 million. Diluted EPS was $1.37.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding ACM Research, Inc. (ACMR) shares worth $3.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Wang David H on September 9, 2026 of 4,807 shares at $76.73 per share.
- In the last 90 days, ACMR insiders reported 0 open-market purchases ($0) and 15 open-market sales ($15.3M) on Form 4, a net sale of $15.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $901.3M
- +15.2% vs prior year
- Insiders · 90 days
- 0 buys · 15 sells
- Net −$15.3M
- 13F holders
- 34 funds
- $3.2B · +2 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Advanced semiconductor capital equipment for yield-critical, performance-sensitive front-end and packaging process steps
- Emphasis on expanding product portfolio into furnace, PECVD, and track platforms alongside core wet cleaning and plating
- 2025 revenue $626M from wafer cleaning (69.5% total), $199.6M from ECP, furnace, PECVD (22.1%), showing diversification growth
- Customer base predominantly in mainland China with growing sales expansion efforts in North America, Europe, Southeast Asia
- Introduced Ultra fn vertical furnace tool capable of 1250°C with uniformity exceeding competitor platforms
Risk Factors
- Mainland China Grant Agreement risk: ACM Lingang must pay RMB157.6M ($22.2M) annual taxes or face land use rights termination by July 9, 2027
- Geopolitical risk: ACM Shanghai's operations exposed to RMB/USD exchange risk, causing $12.8M value change in cash and equivalents in 2025
- Supply chain risk: Inventory increased by $108.2M in 2025, disproportionally exceeding prior years, pressuring working capital and cash flow
- Market disruption: Decline in adjusted EBITDA by 27% ($59.1M) YoY in 2025 signals competitive pressures on profitability
- Financial leverage risk: Total borrowings of $288.1M with interest rates up to 3.6% from multiple Chinese banks, creating repayment and refinancing obligations
Management Discussion & Analysis
- Cash flow, capital allocation, buybacks, dividends, capex data absent
- Forward-looking statements indicated but no specific guidance or risks disclosed
AI summary of the ACMR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- $148.4M net proceeds from May registered direct offering
- $45.9M Shanghai facility purchase, financed partly with $34.0M loan
- Semiconductor equipment market forecast: global growth 7.3% to $152.5B in 2026
- Headwinds: BIS Entity List restrictions and potential mainland China regulatory changes
Risk Factors
- New insider-trading disclosure: four Rule 10b5-1 plans adopted May–June 2026
- Equity-sale risk: plans permit sales of up to 396,545 Class A shares
- Executive selling exposure: CEO Hui Wang’s plan covers up to 270,000 shares through November 30, 2026
- Facility-financing risk: new Shanghai facility loan agreement entered May 12, 2026
AI summary of the ACMR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- ACM Research (Shanghai) provided backlog data in a September 30, 2026 press release
- Backlog information may offer investors visibility into future revenue demand and semiconductor-equipment order momentum
Item 8.01: Other Events
- ACM Shanghai’s shares listed on the SSE STAR Market, creating ongoing Chinese-market disclosure obligations
- August 2026 investor-relations activity record posted by the SSE on August 17, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings release furnished as Exhibit 99.1
- Investor focus: quarterly revenue, profitability, guidance, and operating trends in the attached release
AI summaries of ACMR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ACMR
Don't miss the next ACMR filing
- Alerts as it files. A push when ACMR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ACMR, by share count.
- Ask anything. An AI agent that reads every ACMR filing and answers with sources.
ACMR alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wang David H | M | Sep 9, 2026 | 70,000 | - |
| Wang David H | Sell | Sep 9, 2026 | 4,807 | $76.73 |
| Wang David H | Sell | Sep 9, 2026 | 1,100 | $77.59 |
| Wang David H | Sell | Sep 9, 2026 | 33,493 | $73.80 |
| Wang David H | Sell | Sep 9, 2026 | 11,666 | $75.58 |
| Wang David H | M | Sep 9, 2026 | 70,000 | $1.00 |
| Wang David H | Sell | Sep 9, 2026 | 18,934 | $74.67 |
| Wang David H | M | Sep 8, 2026 | 70,000 | $1.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $782.1M | $901.3M |
| Gross Profit | - | $391.6M | $400.1M |
| Operating Income | - | $151.0M | $109.4M |
| Net Income | - | $103.6M | $94.1M |
| Gross Margin | - | 50.1% | 44.4% |
| Op. Margin | - | 19.3% | 12.1% |
| Net Margin | - | 13.2% | 10.4% |
| Balance Sheet | |||
| Total Assets | $1.5B | $1.9B | $2.9B |
| Equity | $767.4M | $904.6M | $1.5B |
| ROE | - | 11.5% | 6.4% |
| Per Share | |||
| EPS | - | $1.53 | $1.37 |
| Cash Flow | |||
| Operating CF | - | $152.4M | -$10.3M |
| CapEx | - | $82.5M | $56.3M |
Source: XBRL data in ACM Research, Inc. (ACMR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ACMR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $3.22B |
| Q1 2026 | 32 | $884.9M |
| Q4 2025 | 26 | $885.2M |
| Q3 2025 | 27 | $811.9M |
| Q2 2025 | 25 | $407.8M |
| Q1 2025 | 21 | $255.8M |
| Q4 2024 | 15 | $133.9M |
| Q3 2024 | 12 | $101.4M |
- Vanguard Portfolio Management LLC+1.15M (+52%)
- BlackRock+676.0K (+8%)
- Citadel Advisors LLC+433.5K (+213%)
- Invesco Ltd+383.0K (+49%)
- T. Rowe Price Group+374.6K (+173%)
- Morgan Stanley−492.5K (-41%)
- Citigroup−410.0K (-66%)
- Wells Fargo & Co−145.4K (-71%)
- Goldman Sachs Group−126.1K (-23%)
- Ameriprise Financial−97.1K (-46%)
- D.E. Shaw & Co+33.5K
- Soros Fund Management+30.1K
- Marex Group plc+11.2K
- Truist Financial+2.6K
- Blackstone Group−20.2K
- Allstate−10.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 192 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ACMR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 4 | Apr 21, 2026 | - | - | - |
Related Information Technology companies
- ASML · ASML HoldingSpecial Industry Machinery, NEC
- ACLS · AXCELIS TECHNOLOGIES INCSpecial Industry Machinery, NEC
- LRCX · Lam ResearchSpecial Industry Machinery, NEC
- VECO · VEECO INSTRUMENTS INCSpecial Industry Machinery, NEC
- DDD · 3D SYSTEMS CORPServices-Prepackaged Software
- EGHT · 8X8 INC /DE/Services-Computer Processing & Data Preparation
- MASS · 908 Devices Inc.Measuring & Controlling Devices, NEC
- ATEN · A10 Networks, Inc.Computer Communications Equipment
ACMR SEC filings: frequently asked questions
Are ACMR insiders buying or selling?
In the last 90 days, ACM Research, Inc. (ACMR) officers, directors and 10% owners reported no open-market purchases and 15 open-market sales worth $15.3 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ACMR stock?
As of June 30, 2026, the largest ACM Research, Inc. (ACMR) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), Vanguard Portfolio Management LLC ($425.0 million), Vanguard Capital Management LLC ($312.5 million), State Street Corp ($277.7 million), Invesco Ltd ($148.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ACMR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ACM Research, Inc. (ACMR) reported revenue of $901.3 million (up 15.2% from FY2024) and net income of $94.1 million. Diluted EPS was $1.37. The figures come from the XBRL data in the 10-K.
What are the main risks in ACMR's latest 10-K?
In the 10-K filed March 2, 2026, ACM Research, Inc. (ACMR) flagged: Mainland China Grant Agreement risk: ACM Lingang must pay RMB157.6M ($22.2M) annual taxes or face land use rights termination by July 9, 2027. Geopolitical risk: ACM Shanghai's operations exposed to RMB/USD exchange risk, causing $12.8M value change in cash and equivalents in 2025. (AI summary of the Risk Factors section.)
What did ACMR report in its latest 8-K?
ACM Research, Inc. (ACMR) filed an 8-K on September 30, 2026 reporting Item 8.01 (Other Events). ACM Research (Shanghai) provided backlog data in a September 30, 2026 press release.
What are the latest ACMR SEC filings?
ACM Research, Inc. (ACMR) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on September 10, 2026.
What is ACMR's SEC CIK number?
ACM Research, Inc. (ACMR)'s SEC Central Index Key (CIK) is 1680062. EDGAR lists every ACMR filing under that number.
Ask anything about ACMR
The research agent reads ACMR's filings, financials, insider trades and 13F holders, then answers with sources.