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ASMPT(00522) - 2025 Q3 - 电话会议演示
2025-10-30 00:30
Q3 2025 Financial Performance - Revenue reached US$468 million, showing a 7.6% QoQ increase and a 9.5% YoY increase[19] - Bookings amounted to US$462.5 million, a decrease of 3.5% QoQ but an increase of 14.2% YoY[19] - Backlog stood at US$867.7 million, down 1.4% QoQ but up 7.9% YoY[19] - Adjusted Gross Margin was 37.7%, a decrease of 203bps QoQ and 330bps YoY[19] - Adjusted Operating Profit was HK$124.4 million, down 26.6% QoQ and 30.3% YoY[19] - Adjusted Net Profit was HK$101.9 million, down 24.4% QoQ but up 245.2% YoY[19] - Adjusted Basic EPS was HK$0.24, down 25.0% QoQ but up 200.0% YoY[19] Segment Performance - Semiconductor Solutions Adjusted Gross Margin was 41.3%[24] and Adjusted Segment Profit was HK$83 million[24] - SMT Solutions Gross Margin was 33.9%[31] and Segment Profit was HK$163 million[31] Q4 2025 Guidance and Outlook - Q4 2025 Revenue Guidance is projected to be between US$470 million and US$530 million, representing a 6.8% QoQ increase and a 14.3% YoY increase at the mid-point of the guidance[35]