View Future GrowthAmtech Systems 過去の業績過去 基準チェック /36Amtech Systemsの収益は年間平均-49.7%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間1.8% 0.5%割合で 減少しています。 Amtech Systemsの自己資本利益率は4.4%であり、純利益率は3.1%です。主要情報-49.73%収益成長率-49.54%EPS成長率Semiconductor 業界の成長27.66%収益成長率-0.48%株主資本利益率4.37%ネット・マージン3.11%前回の決算情報31 Mar 2026最近の業績更新分析記事 • May 14Why Amtech Systems' (NASDAQ:ASYS) Earnings Are Better Than They SeemAmtech Systems, Inc. ( NASDAQ:ASYS ) announced a healthy earnings result recently, and the market rewarded it with a...Reported Earnings • May 11Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.081 (up from US$2.23 loss in 2Q 2025). Revenue: US$20.5m (up 31% from 2Q 2025). Net income: US$1.17m (up US$33.0m from 2Q 2025). Profit margin: 5.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 60%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.お知らせ • Apr 23Amtech Systems, Inc. to Report Q2, 2026 Results on May 07, 2026Amtech Systems, Inc. announced that they will report Q2, 2026 results After-Market on May 07, 2026Reported Earnings • Feb 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.008 (down from US$0.022 in 1Q 2025). Revenue: US$19.0m (down 22% from 1Q 2025). Net income: US$108.0k (down 65% from 1Q 2025). Profit margin: 0.6% (down from 1.3% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Jan 22Amtech Systems, Inc. to Report Q1, 2026 Results on Feb 05, 2026Amtech Systems, Inc. announced that they will report Q1, 2026 results After-Market on Feb 05, 2026Reported Earnings • Dec 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$2.12 loss per share (further deteriorated from US$0.60 loss in FY 2024). Revenue: US$79.4m (down 22% from FY 2024). Net loss: US$30.3m (loss widened 257% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 79% to US$22.82. The fair value is estimated to be US$18.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 13% in a year. Earnings are forecast to grow by 243% in the next year.Seeking Alpha • May 26Amtech Systems: High-Risk, But A Lot Of Potential If Growth AcceleratesSummary Amtech Systems (ASYS) is an asset-light, niche supplier for AI-driven advanced semiconductor packaging, with a 430% share price surge over the past year. ASYS's Q2 '26 saw revenues up 31% y/y and gross margins at 47%, driven by a shift to higher ASP AI packaging products. Management guides for Q3 revenues of $20.5–$22.5m, expects strong operating leverage, and plans to scale R&D rather than capex. I initiate ASYS with a buy rating, anticipating further top-line acceleration, margin expansion, and multiple contraction as advanced packaging demand grows. Read the full article on Seeking Alpha分析記事 • May 14Why Amtech Systems' (NASDAQ:ASYS) Earnings Are Better Than They SeemAmtech Systems, Inc. ( NASDAQ:ASYS ) announced a healthy earnings result recently, and the market rewarded it with a...Buy Or Sell Opportunity • May 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to US$22.68. The fair value is estimated to be US$18.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 13% in a year. Earnings are forecast to grow by 243% in the next year.Reported Earnings • May 11Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.081 (up from US$2.23 loss in 2Q 2025). Revenue: US$20.5m (up 31% from 2Q 2025). Net income: US$1.17m (up US$33.0m from 2Q 2025). Profit margin: 5.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 60%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.ナラティブの更新 • May 07ASYS: New CFO Appointment Will Not Prevent Future Upside LimitAnalysts reaffirmed a $16.00 price target for Amtech Systems, citing largely unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. What's in the News Amtech Systems appointed Thomas Sabol as Chief Financial Officer, effective May 14, 2026, with responsibility as principal accounting officer and principal financial officer (Key Developments).お知らせ • May 04+ 1 more updateAmtech Systems, Inc. Appoints Thomas Sabol as Principal Accounting Officer and Principal Financial Officer, Effective May 14, 2026Amtech Systems, Inc. announced the appointment of Mr. Thomas Sabol as the Company’s principal accounting officer and principal financial officer, effective May 14, 2026. Mr. Sabol has more than 30 years of senior financial leadership experience, including over 20 years as a chief financial officer of public and private companies, with significant experience in electronics manufacturing, electronic payments, software, and technology-enabled businesses. Mr. Sabol previously served as Interim Chief Financial Officer and Head of HR with Korn Ferry Executive Interim Services practice from August 2025 to May 2026. From May 2023 to May 2026, Mr. Sabol also served as a consultant to various companies, providing CFO and other support services. From October 2021 through March 2023, Mr. Sabol served as Chief Financial Officer of Corcentric Inc. From November 2019 through December 2020, Mr. Sabol served as Chief Financial Officer at Transact Campus Inc. From November 2016 through November 2019, Mr. Sabol served as Chief Financial Officer of Rimini Street, Inc., where he led the company through its initial public offering and managed SEC reporting, internal controls, and investor relations. Earlier in his career, Mr. Sabol served at Plexus Corp., a publicly traded global electronic manufacturing services company, initially as Chief Financial Officer from 1996 through 2002 and subsequently as Chief Operating Officer and Executive Vice President from 2002 through 2003, during a period that included international expansion and multiple acquisitions. Mr. Sabol began his career at Coopers & Lybrand, where he served as a Senior Audit Manager, including participation in several initial public offerings and service in the firm's SEC National Office. He is a Certified Public Accountant and holds a Bachelor of Arts in Accounting from Marquette University. Mr. Sabol will replace Mr. Mark Weaver, who has been serving as Interim Chief Financial Officer.お知らせ • Apr 23Amtech Systems, Inc. to Report Q2, 2026 Results on May 07, 2026Amtech Systems, Inc. announced that they will report Q2, 2026 results After-Market on May 07, 2026ナラティブの更新 • Apr 23ASYS: Maintained Outlook And Completed Buyback Will Limit Future Upside PotentialAnalysts have maintained their $16.00 price target on Amtech Systems, citing largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for this reaffirmed view. What's in the News Amtech Systems issued earnings guidance for the second quarter ending March 31, 2026, expecting revenues in the range of $19.0 million to $21.0 million (company guidance).Buy Or Sell Opportunity • Apr 10Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 6.0% to US$14.75. The fair value is estimated to be US$11.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.ナラティブの更新 • Apr 08ASYS: Maintained Outlook And Completed Buyback Will Support Future Upside PotentialAnalysts have maintained their price target for Amtech Systems at $16.00, citing largely unchanged assumptions for discount rate, revenue growth, profit margin and future P/E, which together indicate a similar view of the stock's valuation as before. What's in the News Amtech Systems issued earnings guidance for the second quarter ending March 31, 2026, with expected revenues in the range of US$19.0 million to US$21.0 million (Key Developments).ナラティブの更新 • Mar 24ASYS: Maintained Outlook And Share Repurchase Completion Will Support Future Upside PotentialAnalysts now maintain their $16.00 price target for Amtech Systems, highlighting that the latest model tweaks to discount rate, revenue growth, profit margin and future P/E assumptions are modest refinements rather than a change in overall view. What's in the News Amtech Systems issued earnings guidance for the second quarter ending March 31, 2026, with expected revenues in the range of $19.0 million to $21.0 million (company guidance).ナラティブの更新 • Mar 10ASYS: Revenue Guidance And Buyback Authorization Will Support Future Upside PotentialAnalysts have held their fair value estimate for Amtech Systems steady at $16.00 per share, with only minor tweaks to inputs such as the discount rate and assumed future P/E. This reflects updated modeling rather than a shift in overall conviction.Buy Or Sell Opportunity • Mar 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to US$14.09. The fair value is estimated to be US$11.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.ナラティブの更新 • Feb 24ASYS: Guidance And Buyback Program Will Support Future Upside PotentialAnalysts have maintained their fair value estimate for Amtech Systems at $16.00. Slight adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E reflect updated model assumptions rather than a change in overall conviction.ナラティブの更新 • Feb 08ASYS: Future Earnings Guidance And Buyback Program Will Drive Upside PotentialAnalysts have lifted their price target on Amtech Systems to $16.00 to reflect updated views on fair value, supported by revised assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What's in the News Amtech issued earnings guidance for the fiscal year ended September 30, 2025, with estimated net revenue of $79.4 million (company guidance).分析記事 • Feb 07Calculating The Fair Value Of Amtech Systems, Inc. (NASDAQ:ASYS)Key Insights Amtech Systems' estimated fair value is US$11.99 based on 2 Stage Free Cash Flow to Equity Current share...New Risk • Feb 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.008 (down from US$0.022 in 1Q 2025). Revenue: US$19.0m (down 22% from 1Q 2025). Net income: US$108.0k (down 65% from 1Q 2025). Profit margin: 0.6% (down from 1.3% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Feb 06Amtech Systems, Inc. Provides Earnings Guidance for the Second Quarter Ending March 31, 2026Amtech Systems, Inc. provided earnings guidance for the second quarter ending March 31, 2026. For the second fiscal quarter ending March 31, 2026, the Company expects revenues in the range of $19.0 million to $21.0 million.お知らせ • Jan 26Amtech Systems, Inc., Annual General Meeting, Mar 04, 2026Amtech Systems, Inc., Annual General Meeting, Mar 04, 2026. Location: amtech systems, inc., 58 south river drive, 3rd floor meeting room, tempe, arizona, United Statesお知らせ • Jan 22Amtech Systems, Inc. to Report Q1, 2026 Results on Feb 05, 2026Amtech Systems, Inc. announced that they will report Q1, 2026 results After-Market on Feb 05, 2026分析記事 • Dec 16Amtech Systems, Inc.'s (NASDAQ:ASYS) Shares Bounce 59% But Its Business Still Trails The IndustryAmtech Systems, Inc. ( NASDAQ:ASYS ) shares have had a really impressive month, gaining 59% after a shaky period...お知らせ • Dec 16+ 1 more updateAmtech Systems, Inc. Announces Appointment of Mark Weaver as Interim Chief Financial Officer, Effective December 16, 2025On December 9, 2025, the Board of Directors of Amtech Systems, Inc. (the “Company”), approved the appointment of Mr. Mark Weaver as the Company’s Interim Chief Financial Officer, effective December 16, 2025, reporting to the CEO of the Company. As previously disclosed in the Company’s Current Report on Form 8-K filed on November 26, 2025, Mr. Wade M. Jenke submitted his resignation as Chief Financial Officer, effective as of the close of business on December 29, 2025. Mr. Weaver’s appointment fills the resulting vacancy. Mark Weaver, age 65, previously served as Vice President, Chief Accounting Officer and Corporate Controller of Rogers Corporation, a publicly traded leader in advanced engineered materials, from November 2017 until May 2024. From December 2016 through November 2017, Mr. Weaver served as Vice President, Corporate Controller and Chief Accounting Officer of Internap Corporation, a public company based in Atlanta, Georgia that specializes in the provision of Internet infrastructure services. From March 2015 to December 2016, Mr. Weaver served as a finance and reporting consultant at Resources Global Professionals, a multinational professional services firm. From 2011 through 2014, Mr. Weaver served as Chief Accounting Officer and Vice President, US GAAP Reporting and Compliance at NXP Semiconductors N.V., a public company based in the Netherlands. Mr. Weaver holds a B.S. in Accounting from Kings College and an MBA from Fairleigh Dickinson University. Mr. Weaver entered into an offer letter with the Company, effective December 16, 2025, in connection with his appointment as Interim Chief Financial Officer of the Company. Under the terms of the offer letter, Mr. Weaver will receive an annual base salary of $290,000. Mr. Weaver will also be entitled to (i) participate in all employee benefit programs, plans and arrangements (including, without limitation, the 401(k) plan with discretionary company match, group medical, life, disability, dental and vision coverage. Mr. Weaver’s interim role as Chief Financial Officer is currently expected to end at March 30, 2026. Mr. Weaver’s offer letter is an at-will agreement.Price Target Changed • Dec 12Price target increased by 100% to US$12.00Up from US$6.00, the current price target is provided by 1 analyst. New target price is 9.3% above last closing price of US$10.98. Stock is up 94% over the past year. The company is forecast to post earnings per share of US$0.29 next year compared to a net loss per share of US$2.12 last year.Reported Earnings • Dec 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$2.12 loss per share (further deteriorated from US$0.60 loss in FY 2024). Revenue: US$79.4m (down 22% from FY 2024). Net loss: US$30.3m (loss widened 257% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.New Risk • Dec 11New major risk - Revenue and earnings growthEarnings have declined by 51% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 51% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).お知らせ • Dec 11+ 1 more updateAmtech Systems, Inc. Provides Earnings Guidance for the First Fiscal Quarter Ending December 31, 2025Amtech Systems, Inc. provided earnings guidance for the first fiscal quarter ending December 31, 2025. For the first fiscal quarter ending December 31, 2025, the Company expects revenues in the range of $18 million to $20 million.お知らせ • Dec 02+ 3 more updatesAmtech Systems, Inc. Provides Earnings Guidance for the Fiscal Year Ended September 30, 2025Amtech Systems, Inc. provided earnings guidance for the fiscal year ended September 30, 2025. for the year, the company's Net revenue estimated at $79.4 million.分析記事 • Oct 10Amtech Systems, Inc.'s (NASDAQ:ASYS) Shares Bounce 26% But Its Business Still Trails The IndustryDespite an already strong run, Amtech Systems, Inc. ( NASDAQ:ASYS ) shares have been powering on, with a gain of 26% in...New Risk • Sep 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$6.5m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$91.9m market cap).Recent Insider Transactions Derivative • Sep 04Independent Director exercised options to buy US$154k worth of stock.On the 2nd of September, Robert Averick exercised options to buy 24k shares at a strike price of around US$5.21, costing a total of US$125k. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since December 2024, Robert's direct individual holding has increased from 517.50k shares to 2.94m. Company insiders have collectively bought US$1.0m more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Aug 19Amtech Systems, Inc. (NASDAQ:ASYS) Stock Catapults 30% Though Its Price And Business Still Lag The IndustryNasdaqGS:ASYS 1 Year Share Price vs Fair Value Explore Amtech Systems's Fair Values from the Community and select yours...分析記事 • Aug 10Amtech Systems, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextIt's been a good week for Amtech Systems, Inc. ( NASDAQ:ASYS ) shareholders, because the company has just released its...New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 42% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 42% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$6.9m net loss next year). Market cap is less than US$100m (US$64.1m market cap).お知らせ • Aug 07Amtech Systems, Inc. Provides Earnings Guidance for the Fourth Quarter Ending September 30, 2025Amtech Systems, Inc. provided earnings guidance for the fourth quarter ending September 30, 2025. For the quarter company expects revenues in the range of $17 to $19 million. Growth in AI related equipment sales in Thermal Processing Solutions segment is anticipated to partially offset continued softness in mature node semiconductor product lines.お知らせ • Aug 04Amtech Systems, Inc. to Report Q3, 2025 Results on Aug 06, 2025Amtech Systems, Inc. announced that they will report Q3, 2025 results After-Market on Aug 06, 2025Recent Insider Transactions • May 18Independent Director recently bought US$236k worth of stockOn the 16th of May, Robert Averick bought around 68k shares on-market at roughly US$3.49 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.1m more in shares than they have sold in the last 12 months.New Risk • May 14New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: US$32m Forecast net loss in 1 year: US$16m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$16m net loss next year). Market cap is less than US$100m (US$50.0m market cap).Reported Earnings • May 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$2.23 loss per share (down from US$0.068 profit in 2Q 2024). Revenue: US$15.6m (down 39% from 2Q 2024). Net loss: US$31.8m (down US$32.8m from profit in 2Q 2024). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • May 13+ 1 more updateAmtech Systems, Inc. Reports Impairment Charges for the Second Quarter Ended March 31, 2025Amtech Systems, Inc. reported impairment charges for the second quarter ended March 31, 2025. During the second quarter of fiscal 2025, the company recorded $22.9 million in impairment charges due to $15.3 million in goodwill and $2.6 million in intangible asset impairment charges in its Semiconductor Fabrication Solutions segment and $5.0 million in goodwill impairment charges in its Thermal Processing Solutions segment. The impairment charges were due primarily to recent events in markets, indicating the current demand weakness is expected to be systemic and last a prolonged period for the mature node semiconductor market.お知らせ • May 09Amtech Systems, Inc. to Report Q2, 2025 Results on May 12, 2025Amtech Systems, Inc. announced that they will report Q2, 2025 results After-Market on May 12, 2025新しいナラティブ • May 08Cost Restructuring And AI Focus Will Ignite Capital Demand Transition to a semi-fabless model enhances operating leverage, reducing fixed costs and improving overall earnings potential. 分析記事 • Apr 11Amtech Systems, Inc.'s (NASDAQ:ASYS) 26% Dip In Price Shows Sentiment Is Matching RevenuesTo the annoyance of some shareholders, Amtech Systems, Inc. ( NASDAQ:ASYS ) shares are down a considerable 26% in the...お知らせ • Apr 10Amtech Systems, Inc. Revises Earnings Guidance for the Second Quarter of Fiscal Year 2025Amtech Systems, Inc. revised earnings guidance for the second quarter of fiscal year 2025. For the quarter company expects revenues in the range of $15 million to $16 million compared to the original second quarter guidance of $21 million to $23 million revenue.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$3.65, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Semiconductor industry in the US. Total loss to shareholders of 61% over the past three years.分析記事 • Apr 05Investors Could Be Concerned With Amtech Systems' (NASDAQ:ASYS) Returns On CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...Recent Insider Transactions • Feb 19Independent Director recently bought US$107k worth of stockOn the 13th of February, Robert Averick bought around 22k shares on-market at roughly US$4.85 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$275k. Insiders have collectively bought US$867k more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$5.84, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Semiconductor industry in the US. Total loss to shareholders of 41% over the past three years.Recent Insider Transactions • Feb 12Independent Director recently bought US$275k worth of stockOn the 7th of February, Robert Averick bought around 55k shares on-market at roughly US$5.02 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$862k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 06First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.022 (up from US$0.66 loss in 1Q 2024). Revenue: US$24.4m (down 2.1% from 1Q 2024). Net income: US$312.0k (up US$9.67m from 1Q 2024). Profit margin: 1.3% (up from net loss in 1Q 2024). Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Feb 06Amtech Systems, Inc. Provides Earnings Guidance for the Second Quarter Ending March 31, 2025Amtech Systems, Inc. provided earnings guidance for the second quarter ending March 31, 2025. For the second quarter ending March 31, 2025, the company is expected revenues in the range of $21 - 23 million with adjusted EBITDA nominally positive. Although the near-term outlook for revenue and earnings remains challenging, the company remains confident that long-term future prospects are strong for both consumables and equipment serving advanced mobility and advanced packaging applications.お知らせ • Jan 27Amtech Systems, Inc., Annual General Meeting, Mar 05, 2025Amtech Systems, Inc., Annual General Meeting, Mar 05, 2025. Location: 58 s. river drive, 3rd floor meeting room, tempe, arizona, United Statesお知らせ • Jan 24+ 1 more updateAmtech Systems, Inc. Announces the Appointment of Asif Y. Jakwani to Its Board of DirectorsAmtech Systems, Inc. announced the appointment of Asif Y. Jakwani to its Board of Directors. Mr. Jakwani most recently served as Senior Vice President and General Manager of On Semiconductor Corporation (“Onsemi”) from February 2020 until March of 2024. As the general manager of the Advanced Power Division (“APD”), Mr. Kakwani was responsible of all power discrete and modules for Onsemi including silicon carbide (“SiC”). During his seventeen-year career at Onsemi, Mr. Jakwani held various positions with increasing responsibilities. Prior to joining Onsemi in 2007, Mr. Jakwani held marketing and design engineering roles with Tyco Electronics Power Systems and Current Technology, Inc, a subsidiary of Danaher Corporation. Mr. Jakwani holds a Bachelor of Science Degree in Electrical Engineering from Lamar University, a Master of Science Degree in Electrical Engineering from the University of Texas at Austin and an MBA from the University of Texas at Dallas.Recent Insider Transactions • Dec 16Independent Director recently bought US$182k worth of stockOn the 13th of December, Robert Averick bought around 32k shares on-market at roughly US$5.68 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$901k more in shares than they have sold in the last 12 months.Reported Earnings • Dec 10Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.60 loss per share (improved from US$0.90 loss in FY 2023). Revenue: US$101.2m (down 11% from FY 2023). Net loss: US$8.49m (loss narrowed 33% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Dec 03Amtech Systems, Inc. to Report Q4, 2024 Results on Dec 09, 2024Amtech Systems, Inc. announced that they will report Q4, 2024 results After-Market on Dec 09, 2024Recent Insider Transactions Derivative • Aug 19President exercised options and sold US$98k worth of stockOn the 14th of August, Robert Daigle exercised options to acquire 15k shares at no cost and sold these for an average price of US$6.36 per share. This trade did not impact their existing holding. For the year to September 2021, Robert's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2023, Robert's direct individual holding has increased from 34.20k shares to 105.45k. Company insiders have collectively bought US$714k more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$149k net loss next year). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (US$90.4m market cap).Major Estimate Revision • Aug 14Consensus EPS estimates upgraded to US$0.57 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$103.1m to US$100.9m. 2024 losses expected to reduce from -US$0.66 to -US$0.57 per share. Semiconductor industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$6.00 unchanged from last update. Share price rose 21% to US$6.36 over the past week.Reported Earnings • Aug 09Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.031 (up from US$0.073 loss in 3Q 2023). Revenue: US$26.7m (down 13% from 3Q 2023). Net income: US$438.0k (up US$1.47m from 3Q 2023). Profit margin: 1.6% (up from net loss in 3Q 2023). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Aug 08+ 1 more updateAmtech Systems, Inc. Announces CFO TransitionAmtech Systems, Inc. announced that Lisa Gibbs has submitted her resignation as Chief Financial Officer, effective close of business on August 7, 2024, to assume an executive role at another company. Amtech also announced the appointment of Wade Jenke as Chief Financial Officer, effective August 8, 2024, succeeding Lisa Gibbs in the role. Mr. Jenke brings more than fifteen years of financial and operational experience. Most recently he served as business unit CFO of the EMS Group at ASSA ABLOY AB, a USD 13 billion publicly traded company based in Sweden. In this role, Mr. Jenke oversaw the financial organization for five companies within the business group, having over 450 employees with several global locations. Prior to that, he served in a number of senior financial roles within ASSA ABLOY and BAE Systems, spanning public financial reporting, FP&A, cost accounting and manufacturing accounting. He has also led back-end acquisition integrations, automations, and ERP implementations.お知らせ • Jul 24Amtech Systems, Inc. to Report Q3, 2024 Results on Aug 07, 2024Amtech Systems, Inc. announced that they will report Q3, 2024 results After-Market on Aug 07, 2024分析記事 • Jun 29Health Check: How Prudently Does Amtech Systems (NASDAQ:ASYS) Use Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Recent Insider Transactions • May 16Independent Director recently bought US$83k worth of stockOn the 14th of May, Robert Averick bought around 16k shares on-market at roughly US$5.24 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.1m more in shares than they have sold in the last 12 months.Major Estimate Revision • May 15Consensus EPS estimates upgraded to US$0.66 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.83 to -US$0.66 per share. Revenue forecast steady at US$103.1m. Semiconductor industry in the US expected to see average net income growth of 6.5% next year. Consensus price target of US$6.00 unchanged from last update. Share price rose 12% to US$5.34 over the past week.お知らせ • May 10Amtech Systems, Inc. Provides Earnings Guidance for the Third Fiscal Quarter Ending June 30, 2024Amtech Systems, Inc. provided earnings guidance for the third fiscal quarter ending June 30, 2024. For the quarter, the company expects revenues in the range of $22 million to $25 million.Reported Earnings • May 09Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.068 (down from US$0.23 in 2Q 2023). Revenue: US$25.4m (down 24% from 2Q 2023). Net income: US$970.0k (down 70% from 2Q 2023). Profit margin: 3.8% (down from 9.6% in 2Q 2023). Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Apr 26Amtech Systems, Inc. to Report Q2, 2024 Results on May 08, 2024Amtech Systems, Inc. announced that they will report Q2, 2024 results After-Market on May 08, 2024分析記事 • Mar 22Does Amtech Systems (NASDAQ:ASYS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Recent Insider Transactions • Feb 16Independent Director recently bought US$86k worth of stockOn the 13th of February, Robert Averick bought around 21k shares on-market at roughly US$4.21 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$260k. Insiders have collectively bought US$1.0m more in shares than they have sold in the last 12 months.お知らせ • Feb 11Amtech Systems, Inc. Reports Impairment Charges for the First Quarter Ended December 31, 2023Amtech Systems, Inc. reported impairment charges for the first quarter ended December 31, 2023. For the quarter, the company reported goodwill impairment of $6,370,000 and intangible asset impairment of $1,279,000.New Risk • Feb 11New major risk - Revenue and earnings growthEarnings have declined by 4.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.2% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$48.8m market cap).Reported Earnings • Feb 11First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: US$0.66 loss per share (further deteriorated from US$0.20 loss in 1Q 2023). Revenue: US$24.9m (up 16% from 1Q 2023). Net loss: US$9.36m (loss widened 241% from 1Q 2023). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 65%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 10Amtech Systems, Inc. Provides Earnings Guidance for the Second Fiscal Quarter Ending March 31, 2024Amtech Systems, Inc. provided earnings guidance for the second fiscal quarter ending March 31, 2024. For the quarter, the company expects revenues in the range of $22 million - $25 million with EBITDA nominally negative to neutral. Although the near-term outlook for revenue and earnings remains challenging, the company remains confident that the future prospects are strong for both consumables and equipment serving advanced mobility and advanced packaging applications.お知らせ • Feb 09Amtech Systems, Inc. to Report Q1, 2024 Results on Feb 09, 2024Amtech Systems, Inc. announced that they will report Q1, 2024 results After-Market on Feb 09, 2024お知らせ • Jan 20Amtech Systems, Inc., Annual General Meeting, Mar 06, 2024Amtech Systems, Inc., Annual General Meeting, Mar 06, 2024, at 09:00 US Mountain Standard Time. Location: Homewood Suites 66 S. Rockford Drive Arizona United States Agenda: To approve and elect five directors to serve until the 2025 Annual Meeting of Shareholders and until their successors are duly elected and qualified; to approve and ratify the appointment of Grant Thornton LLP as independent registered public accountants for the fiscal year ending September 30, 2024; to approve the advisory resolution relating to the named executive officer compensation as disclosed in the accompanying proxy statement; to approve on an advisory basis, the frequency of the future advisory votes on the compensation of the Company's named executive officers; and to transact such other business as may properly come before the meeting.Recent Insider Transactions • Dec 20President recently bought US$260k worth of stockOn the 19th of December, Robert Daigle bought around 66k shares on-market at roughly US$3.94 per share. This transaction increased Robert's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of US$561k worth in shares.New Risk • Dec 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: US$13m Forecast net loss in 1 year: US$8.0m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.0m net loss next year). Market cap is less than US$100m (US$55.8m market cap).Reported Earnings • Dec 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$0.90 loss per share (down from US$1.24 profit in FY 2022). Revenue: US$113.3m (up 6.6% from FY 2022). Net loss: US$12.6m (down 172% from profit in FY 2022). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates significantly. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Dec 15Amtech Systems, Inc. Provides Earnings Guidance for the First Fiscal Quarter Ending December 31, 2023Amtech Systems, Inc. provided earnings guidance for the first fiscal quarter ending December 31, 2023. For the first fiscal quarter ending December 31, 2023, The company expects revenues in the range of $21 million to $24 million.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$6.55, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Semiconductor industry in the US. Total returns to shareholders of 4.8% over the past three years.お知らせ • Nov 21Amtech Systems, Inc. to Report Q4, 2023 Results on Dec 06, 2023Amtech Systems, Inc. announced that they will report Q4, 2023 results After-Market on Dec 06, 2023New Risk • Oct 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (US$99.9m market cap).お知らせ • Aug 18Michael Whang Notifies Amtech Systems, Inc. of His Decision to Resign as A Member of the BoardOn August 16, 2023, Michael Whang notified Amtech Systems, Inc. of his decision to resign as a member of the Board, effective immediately. Mr. Whang’s resignation is not the result of any disagreement with the Company or the Board on any matter relating to the operations, policies or practices of the Company.Recent Insider Transactions • Aug 17President recently bought US$146k worth of stockOn the 14th of August, Robert Daigle bought around 16k shares on-market at roughly US$8.94 per share. This transaction increased Robert's direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of US$173k worth in shares.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$8.75, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 25x in the Semiconductor industry in the US. Total returns to shareholders of 73% over the past three years.お知らせ • Aug 11Amtech Systems, Inc. Announces Executive ChangesOn August 8, 2023, the Board of Directors of Amtech Systems, Inc. approved the appointment of Robert C. Daigle to succeed Michael Whang as Chief Executive Officer of the Company effective August 8, 2023. Mr. Daigle, age 59, was originally appointed to the Company’s board of directors (the “Board”) on August 12, 2021, and has served as the Company’s Chairman of the Board since May 11, 2022. From March 2013 to March 2023, Mr. Daigle served as the Chief Technology Officer of Rogers Corporation (“Rogers”), a publicly traded global leader in engineered materials, including advanced electronic and elastomeric materials that are used in applications for EV/HEV, automotive safety and radar systems, mobile devices, renewable energy, wireless infrastructure, energy-efficient motor drives, and industrial equipment. Mr. Daigle previously served in a number of other senior executive roles during his 30-year tenure at Rogers. Mr. Daigle holds a B.S in Chemical Engineering and Materials Engineering from the University Connecticut and an M.B.A. from Rensselaer Polytechnic Institute. During his tenure at Rogers, Mr. Daigle built and led two major divisions of Rogers, including its global Power Electronic Solutions business with annual revenue in excess of $150 million and over 700 employees on three continents, and its global circuit materials business with annual revenue in excess of $100 million and 450 employees worldwide. The terms of Mr. Daigle’s employment will be set forth in an employment agreement mutually acceptable to the Company and Mr. Daigle. The material terms of this employment agreement will be set forth in an amendment to this Form 8-K and will be filed as an exhibit to the Company’s Form 10-K for the fiscal year ending September 30, 2023. During his employment with the Company, Mr. Daigle will no longer be compensated for his service as the Company’s Chairman of the Board; provided, however, that any unvested equity awards previously issued to Mr. Daigle during his service as a Board member shall continue to vest based on Mr. Daigle’s continued service as an employee or a member of the Board. In connection with Mr. Daigle’s appointment, Mr. Whang has informed the Company of his decision to step down as the Company’ Chief Executive Officer to pursue other opportunities effective August 8, 2023. Following the effective date of Mr. Whang’s resignation, Mr. Whang has agreed to remain with the Company as a consultant for a period of six (6) month, to assist Mr. Daigle with transition matters. Mr. Whang’s decision to resign did not result from any disagreement with the Company, its management or the Board on any matter, whether related to the Company’s operations, policies, practices or otherwise.収支内訳Amtech Systems の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:ASYS 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2679228331 Dec 2574-3128330 Sep 2579-3029330 Jun 2584-3231331 Mar 2591-3232331 Dec 24101133330 Sep 24101-834430 Jun 24105-2036631 Mar 24109-2141731 Dec 23117-1941730 Sep 23113-1342730 Jun 23118438631 Mar 231071532631 Dec 221011430630 Sep 221061728630 Jun 22981428631 Mar 22101428631 Dec 2194227630 Sep 2185225630 Jun 2176-123631 Mar 2168-221531 Dec 2063-221430 Sep 2065-421330 Jun 2071-122331 Mar 2076023331 Dec 1983224330 Sep 1985324330 Jun 1988124331 Mar 1996525331 Dec 1896526330 Sep 18100726330 Jun 181321529431 Mar 181511333531 Dec 171621135530 Sep 1783225330 Jun 17152236731 Mar 17138-334731 Dec 16127-333730 Sep 16120-734830 Jun 16106-528931 Mar 16113-630931 Dec 15115-730730 Sep 15105-829730 Jun 1597-12286質の高い収益: ASYSは 高品質の収益 を持っています。利益率の向上: ASYS過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ASYS過去 5 年間で収益を上げており、収益は年間-49.7%増加しています。成長の加速: ASYSは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: ASYS昨年収益を上げたため、昨年の収益成長をSemiconductor業界 ( 18.7% ) と比較することは困難です。株主資本利益率高いROE: ASYSの 自己資本利益率 ( 4.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 03:04終値2026/05/27 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Amtech Systems, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Jaywant SrivatsaChardan Capital Markets, LLCPierre MaccagnoColliers SecuritiesMark JordanNOBLE Capital Markets, Inc.5 その他のアナリストを表示
分析記事 • May 14Why Amtech Systems' (NASDAQ:ASYS) Earnings Are Better Than They SeemAmtech Systems, Inc. ( NASDAQ:ASYS ) announced a healthy earnings result recently, and the market rewarded it with a...
Reported Earnings • May 11Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.081 (up from US$2.23 loss in 2Q 2025). Revenue: US$20.5m (up 31% from 2Q 2025). Net income: US$1.17m (up US$33.0m from 2Q 2025). Profit margin: 5.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 60%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
お知らせ • Apr 23Amtech Systems, Inc. to Report Q2, 2026 Results on May 07, 2026Amtech Systems, Inc. announced that they will report Q2, 2026 results After-Market on May 07, 2026
Reported Earnings • Feb 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.008 (down from US$0.022 in 1Q 2025). Revenue: US$19.0m (down 22% from 1Q 2025). Net income: US$108.0k (down 65% from 1Q 2025). Profit margin: 0.6% (down from 1.3% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 22Amtech Systems, Inc. to Report Q1, 2026 Results on Feb 05, 2026Amtech Systems, Inc. announced that they will report Q1, 2026 results After-Market on Feb 05, 2026
Reported Earnings • Dec 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$2.12 loss per share (further deteriorated from US$0.60 loss in FY 2024). Revenue: US$79.4m (down 22% from FY 2024). Net loss: US$30.3m (loss widened 257% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • May 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 79% to US$22.82. The fair value is estimated to be US$18.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 13% in a year. Earnings are forecast to grow by 243% in the next year.
Seeking Alpha • May 26Amtech Systems: High-Risk, But A Lot Of Potential If Growth AcceleratesSummary Amtech Systems (ASYS) is an asset-light, niche supplier for AI-driven advanced semiconductor packaging, with a 430% share price surge over the past year. ASYS's Q2 '26 saw revenues up 31% y/y and gross margins at 47%, driven by a shift to higher ASP AI packaging products. Management guides for Q3 revenues of $20.5–$22.5m, expects strong operating leverage, and plans to scale R&D rather than capex. I initiate ASYS with a buy rating, anticipating further top-line acceleration, margin expansion, and multiple contraction as advanced packaging demand grows. Read the full article on Seeking Alpha
分析記事 • May 14Why Amtech Systems' (NASDAQ:ASYS) Earnings Are Better Than They SeemAmtech Systems, Inc. ( NASDAQ:ASYS ) announced a healthy earnings result recently, and the market rewarded it with a...
Buy Or Sell Opportunity • May 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to US$22.68. The fair value is estimated to be US$18.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 13% in a year. Earnings are forecast to grow by 243% in the next year.
Reported Earnings • May 11Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.081 (up from US$2.23 loss in 2Q 2025). Revenue: US$20.5m (up 31% from 2Q 2025). Net income: US$1.17m (up US$33.0m from 2Q 2025). Profit margin: 5.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 60%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
ナラティブの更新 • May 07ASYS: New CFO Appointment Will Not Prevent Future Upside LimitAnalysts reaffirmed a $16.00 price target for Amtech Systems, citing largely unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. What's in the News Amtech Systems appointed Thomas Sabol as Chief Financial Officer, effective May 14, 2026, with responsibility as principal accounting officer and principal financial officer (Key Developments).
お知らせ • May 04+ 1 more updateAmtech Systems, Inc. Appoints Thomas Sabol as Principal Accounting Officer and Principal Financial Officer, Effective May 14, 2026Amtech Systems, Inc. announced the appointment of Mr. Thomas Sabol as the Company’s principal accounting officer and principal financial officer, effective May 14, 2026. Mr. Sabol has more than 30 years of senior financial leadership experience, including over 20 years as a chief financial officer of public and private companies, with significant experience in electronics manufacturing, electronic payments, software, and technology-enabled businesses. Mr. Sabol previously served as Interim Chief Financial Officer and Head of HR with Korn Ferry Executive Interim Services practice from August 2025 to May 2026. From May 2023 to May 2026, Mr. Sabol also served as a consultant to various companies, providing CFO and other support services. From October 2021 through March 2023, Mr. Sabol served as Chief Financial Officer of Corcentric Inc. From November 2019 through December 2020, Mr. Sabol served as Chief Financial Officer at Transact Campus Inc. From November 2016 through November 2019, Mr. Sabol served as Chief Financial Officer of Rimini Street, Inc., where he led the company through its initial public offering and managed SEC reporting, internal controls, and investor relations. Earlier in his career, Mr. Sabol served at Plexus Corp., a publicly traded global electronic manufacturing services company, initially as Chief Financial Officer from 1996 through 2002 and subsequently as Chief Operating Officer and Executive Vice President from 2002 through 2003, during a period that included international expansion and multiple acquisitions. Mr. Sabol began his career at Coopers & Lybrand, where he served as a Senior Audit Manager, including participation in several initial public offerings and service in the firm's SEC National Office. He is a Certified Public Accountant and holds a Bachelor of Arts in Accounting from Marquette University. Mr. Sabol will replace Mr. Mark Weaver, who has been serving as Interim Chief Financial Officer.
お知らせ • Apr 23Amtech Systems, Inc. to Report Q2, 2026 Results on May 07, 2026Amtech Systems, Inc. announced that they will report Q2, 2026 results After-Market on May 07, 2026
ナラティブの更新 • Apr 23ASYS: Maintained Outlook And Completed Buyback Will Limit Future Upside PotentialAnalysts have maintained their $16.00 price target on Amtech Systems, citing largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for this reaffirmed view. What's in the News Amtech Systems issued earnings guidance for the second quarter ending March 31, 2026, expecting revenues in the range of $19.0 million to $21.0 million (company guidance).
Buy Or Sell Opportunity • Apr 10Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 6.0% to US$14.75. The fair value is estimated to be US$11.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
ナラティブの更新 • Apr 08ASYS: Maintained Outlook And Completed Buyback Will Support Future Upside PotentialAnalysts have maintained their price target for Amtech Systems at $16.00, citing largely unchanged assumptions for discount rate, revenue growth, profit margin and future P/E, which together indicate a similar view of the stock's valuation as before. What's in the News Amtech Systems issued earnings guidance for the second quarter ending March 31, 2026, with expected revenues in the range of US$19.0 million to US$21.0 million (Key Developments).
ナラティブの更新 • Mar 24ASYS: Maintained Outlook And Share Repurchase Completion Will Support Future Upside PotentialAnalysts now maintain their $16.00 price target for Amtech Systems, highlighting that the latest model tweaks to discount rate, revenue growth, profit margin and future P/E assumptions are modest refinements rather than a change in overall view. What's in the News Amtech Systems issued earnings guidance for the second quarter ending March 31, 2026, with expected revenues in the range of $19.0 million to $21.0 million (company guidance).
ナラティブの更新 • Mar 10ASYS: Revenue Guidance And Buyback Authorization Will Support Future Upside PotentialAnalysts have held their fair value estimate for Amtech Systems steady at $16.00 per share, with only minor tweaks to inputs such as the discount rate and assumed future P/E. This reflects updated modeling rather than a shift in overall conviction.
Buy Or Sell Opportunity • Mar 04Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to US$14.09. The fair value is estimated to be US$11.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company became loss making.
ナラティブの更新 • Feb 24ASYS: Guidance And Buyback Program Will Support Future Upside PotentialAnalysts have maintained their fair value estimate for Amtech Systems at $16.00. Slight adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E reflect updated model assumptions rather than a change in overall conviction.
ナラティブの更新 • Feb 08ASYS: Future Earnings Guidance And Buyback Program Will Drive Upside PotentialAnalysts have lifted their price target on Amtech Systems to $16.00 to reflect updated views on fair value, supported by revised assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What's in the News Amtech issued earnings guidance for the fiscal year ended September 30, 2025, with estimated net revenue of $79.4 million (company guidance).
分析記事 • Feb 07Calculating The Fair Value Of Amtech Systems, Inc. (NASDAQ:ASYS)Key Insights Amtech Systems' estimated fair value is US$11.99 based on 2 Stage Free Cash Flow to Equity Current share...
New Risk • Feb 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.008 (down from US$0.022 in 1Q 2025). Revenue: US$19.0m (down 22% from 1Q 2025). Net income: US$108.0k (down 65% from 1Q 2025). Profit margin: 0.6% (down from 1.3% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 06Amtech Systems, Inc. Provides Earnings Guidance for the Second Quarter Ending March 31, 2026Amtech Systems, Inc. provided earnings guidance for the second quarter ending March 31, 2026. For the second fiscal quarter ending March 31, 2026, the Company expects revenues in the range of $19.0 million to $21.0 million.
お知らせ • Jan 26Amtech Systems, Inc., Annual General Meeting, Mar 04, 2026Amtech Systems, Inc., Annual General Meeting, Mar 04, 2026. Location: amtech systems, inc., 58 south river drive, 3rd floor meeting room, tempe, arizona, United States
お知らせ • Jan 22Amtech Systems, Inc. to Report Q1, 2026 Results on Feb 05, 2026Amtech Systems, Inc. announced that they will report Q1, 2026 results After-Market on Feb 05, 2026
分析記事 • Dec 16Amtech Systems, Inc.'s (NASDAQ:ASYS) Shares Bounce 59% But Its Business Still Trails The IndustryAmtech Systems, Inc. ( NASDAQ:ASYS ) shares have had a really impressive month, gaining 59% after a shaky period...
お知らせ • Dec 16+ 1 more updateAmtech Systems, Inc. Announces Appointment of Mark Weaver as Interim Chief Financial Officer, Effective December 16, 2025On December 9, 2025, the Board of Directors of Amtech Systems, Inc. (the “Company”), approved the appointment of Mr. Mark Weaver as the Company’s Interim Chief Financial Officer, effective December 16, 2025, reporting to the CEO of the Company. As previously disclosed in the Company’s Current Report on Form 8-K filed on November 26, 2025, Mr. Wade M. Jenke submitted his resignation as Chief Financial Officer, effective as of the close of business on December 29, 2025. Mr. Weaver’s appointment fills the resulting vacancy. Mark Weaver, age 65, previously served as Vice President, Chief Accounting Officer and Corporate Controller of Rogers Corporation, a publicly traded leader in advanced engineered materials, from November 2017 until May 2024. From December 2016 through November 2017, Mr. Weaver served as Vice President, Corporate Controller and Chief Accounting Officer of Internap Corporation, a public company based in Atlanta, Georgia that specializes in the provision of Internet infrastructure services. From March 2015 to December 2016, Mr. Weaver served as a finance and reporting consultant at Resources Global Professionals, a multinational professional services firm. From 2011 through 2014, Mr. Weaver served as Chief Accounting Officer and Vice President, US GAAP Reporting and Compliance at NXP Semiconductors N.V., a public company based in the Netherlands. Mr. Weaver holds a B.S. in Accounting from Kings College and an MBA from Fairleigh Dickinson University. Mr. Weaver entered into an offer letter with the Company, effective December 16, 2025, in connection with his appointment as Interim Chief Financial Officer of the Company. Under the terms of the offer letter, Mr. Weaver will receive an annual base salary of $290,000. Mr. Weaver will also be entitled to (i) participate in all employee benefit programs, plans and arrangements (including, without limitation, the 401(k) plan with discretionary company match, group medical, life, disability, dental and vision coverage. Mr. Weaver’s interim role as Chief Financial Officer is currently expected to end at March 30, 2026. Mr. Weaver’s offer letter is an at-will agreement.
Price Target Changed • Dec 12Price target increased by 100% to US$12.00Up from US$6.00, the current price target is provided by 1 analyst. New target price is 9.3% above last closing price of US$10.98. Stock is up 94% over the past year. The company is forecast to post earnings per share of US$0.29 next year compared to a net loss per share of US$2.12 last year.
Reported Earnings • Dec 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$2.12 loss per share (further deteriorated from US$0.60 loss in FY 2024). Revenue: US$79.4m (down 22% from FY 2024). Net loss: US$30.3m (loss widened 257% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
New Risk • Dec 11New major risk - Revenue and earnings growthEarnings have declined by 51% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 51% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
お知らせ • Dec 11+ 1 more updateAmtech Systems, Inc. Provides Earnings Guidance for the First Fiscal Quarter Ending December 31, 2025Amtech Systems, Inc. provided earnings guidance for the first fiscal quarter ending December 31, 2025. For the first fiscal quarter ending December 31, 2025, the Company expects revenues in the range of $18 million to $20 million.
お知らせ • Dec 02+ 3 more updatesAmtech Systems, Inc. Provides Earnings Guidance for the Fiscal Year Ended September 30, 2025Amtech Systems, Inc. provided earnings guidance for the fiscal year ended September 30, 2025. for the year, the company's Net revenue estimated at $79.4 million.
分析記事 • Oct 10Amtech Systems, Inc.'s (NASDAQ:ASYS) Shares Bounce 26% But Its Business Still Trails The IndustryDespite an already strong run, Amtech Systems, Inc. ( NASDAQ:ASYS ) shares have been powering on, with a gain of 26% in...
New Risk • Sep 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$6.5m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$91.9m market cap).
Recent Insider Transactions Derivative • Sep 04Independent Director exercised options to buy US$154k worth of stock.On the 2nd of September, Robert Averick exercised options to buy 24k shares at a strike price of around US$5.21, costing a total of US$125k. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since December 2024, Robert's direct individual holding has increased from 517.50k shares to 2.94m. Company insiders have collectively bought US$1.0m more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Aug 19Amtech Systems, Inc. (NASDAQ:ASYS) Stock Catapults 30% Though Its Price And Business Still Lag The IndustryNasdaqGS:ASYS 1 Year Share Price vs Fair Value Explore Amtech Systems's Fair Values from the Community and select yours...
分析記事 • Aug 10Amtech Systems, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextIt's been a good week for Amtech Systems, Inc. ( NASDAQ:ASYS ) shareholders, because the company has just released its...
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 42% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 42% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$6.9m net loss next year). Market cap is less than US$100m (US$64.1m market cap).
お知らせ • Aug 07Amtech Systems, Inc. Provides Earnings Guidance for the Fourth Quarter Ending September 30, 2025Amtech Systems, Inc. provided earnings guidance for the fourth quarter ending September 30, 2025. For the quarter company expects revenues in the range of $17 to $19 million. Growth in AI related equipment sales in Thermal Processing Solutions segment is anticipated to partially offset continued softness in mature node semiconductor product lines.
お知らせ • Aug 04Amtech Systems, Inc. to Report Q3, 2025 Results on Aug 06, 2025Amtech Systems, Inc. announced that they will report Q3, 2025 results After-Market on Aug 06, 2025
Recent Insider Transactions • May 18Independent Director recently bought US$236k worth of stockOn the 16th of May, Robert Averick bought around 68k shares on-market at roughly US$3.49 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.1m more in shares than they have sold in the last 12 months.
New Risk • May 14New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: US$32m Forecast net loss in 1 year: US$16m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$16m net loss next year). Market cap is less than US$100m (US$50.0m market cap).
Reported Earnings • May 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$2.23 loss per share (down from US$0.068 profit in 2Q 2024). Revenue: US$15.6m (down 39% from 2Q 2024). Net loss: US$31.8m (down US$32.8m from profit in 2Q 2024). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • May 13+ 1 more updateAmtech Systems, Inc. Reports Impairment Charges for the Second Quarter Ended March 31, 2025Amtech Systems, Inc. reported impairment charges for the second quarter ended March 31, 2025. During the second quarter of fiscal 2025, the company recorded $22.9 million in impairment charges due to $15.3 million in goodwill and $2.6 million in intangible asset impairment charges in its Semiconductor Fabrication Solutions segment and $5.0 million in goodwill impairment charges in its Thermal Processing Solutions segment. The impairment charges were due primarily to recent events in markets, indicating the current demand weakness is expected to be systemic and last a prolonged period for the mature node semiconductor market.
お知らせ • May 09Amtech Systems, Inc. to Report Q2, 2025 Results on May 12, 2025Amtech Systems, Inc. announced that they will report Q2, 2025 results After-Market on May 12, 2025
新しいナラティブ • May 08Cost Restructuring And AI Focus Will Ignite Capital Demand Transition to a semi-fabless model enhances operating leverage, reducing fixed costs and improving overall earnings potential.
分析記事 • Apr 11Amtech Systems, Inc.'s (NASDAQ:ASYS) 26% Dip In Price Shows Sentiment Is Matching RevenuesTo the annoyance of some shareholders, Amtech Systems, Inc. ( NASDAQ:ASYS ) shares are down a considerable 26% in the...
お知らせ • Apr 10Amtech Systems, Inc. Revises Earnings Guidance for the Second Quarter of Fiscal Year 2025Amtech Systems, Inc. revised earnings guidance for the second quarter of fiscal year 2025. For the quarter company expects revenues in the range of $15 million to $16 million compared to the original second quarter guidance of $21 million to $23 million revenue.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$3.65, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Semiconductor industry in the US. Total loss to shareholders of 61% over the past three years.
分析記事 • Apr 05Investors Could Be Concerned With Amtech Systems' (NASDAQ:ASYS) Returns On CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
Recent Insider Transactions • Feb 19Independent Director recently bought US$107k worth of stockOn the 13th of February, Robert Averick bought around 22k shares on-market at roughly US$4.85 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$275k. Insiders have collectively bought US$867k more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$5.84, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Semiconductor industry in the US. Total loss to shareholders of 41% over the past three years.
Recent Insider Transactions • Feb 12Independent Director recently bought US$275k worth of stockOn the 7th of February, Robert Averick bought around 55k shares on-market at roughly US$5.02 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$862k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 06First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.022 (up from US$0.66 loss in 1Q 2024). Revenue: US$24.4m (down 2.1% from 1Q 2024). Net income: US$312.0k (up US$9.67m from 1Q 2024). Profit margin: 1.3% (up from net loss in 1Q 2024). Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 06Amtech Systems, Inc. Provides Earnings Guidance for the Second Quarter Ending March 31, 2025Amtech Systems, Inc. provided earnings guidance for the second quarter ending March 31, 2025. For the second quarter ending March 31, 2025, the company is expected revenues in the range of $21 - 23 million with adjusted EBITDA nominally positive. Although the near-term outlook for revenue and earnings remains challenging, the company remains confident that long-term future prospects are strong for both consumables and equipment serving advanced mobility and advanced packaging applications.
お知らせ • Jan 27Amtech Systems, Inc., Annual General Meeting, Mar 05, 2025Amtech Systems, Inc., Annual General Meeting, Mar 05, 2025. Location: 58 s. river drive, 3rd floor meeting room, tempe, arizona, United States
お知らせ • Jan 24+ 1 more updateAmtech Systems, Inc. Announces the Appointment of Asif Y. Jakwani to Its Board of DirectorsAmtech Systems, Inc. announced the appointment of Asif Y. Jakwani to its Board of Directors. Mr. Jakwani most recently served as Senior Vice President and General Manager of On Semiconductor Corporation (“Onsemi”) from February 2020 until March of 2024. As the general manager of the Advanced Power Division (“APD”), Mr. Kakwani was responsible of all power discrete and modules for Onsemi including silicon carbide (“SiC”). During his seventeen-year career at Onsemi, Mr. Jakwani held various positions with increasing responsibilities. Prior to joining Onsemi in 2007, Mr. Jakwani held marketing and design engineering roles with Tyco Electronics Power Systems and Current Technology, Inc, a subsidiary of Danaher Corporation. Mr. Jakwani holds a Bachelor of Science Degree in Electrical Engineering from Lamar University, a Master of Science Degree in Electrical Engineering from the University of Texas at Austin and an MBA from the University of Texas at Dallas.
Recent Insider Transactions • Dec 16Independent Director recently bought US$182k worth of stockOn the 13th of December, Robert Averick bought around 32k shares on-market at roughly US$5.68 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$901k more in shares than they have sold in the last 12 months.
Reported Earnings • Dec 10Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.60 loss per share (improved from US$0.90 loss in FY 2023). Revenue: US$101.2m (down 11% from FY 2023). Net loss: US$8.49m (loss narrowed 33% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 03Amtech Systems, Inc. to Report Q4, 2024 Results on Dec 09, 2024Amtech Systems, Inc. announced that they will report Q4, 2024 results After-Market on Dec 09, 2024
Recent Insider Transactions Derivative • Aug 19President exercised options and sold US$98k worth of stockOn the 14th of August, Robert Daigle exercised options to acquire 15k shares at no cost and sold these for an average price of US$6.36 per share. This trade did not impact their existing holding. For the year to September 2021, Robert's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2023, Robert's direct individual holding has increased from 34.20k shares to 105.45k. Company insiders have collectively bought US$714k more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$149k net loss next year). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (US$90.4m market cap).
Major Estimate Revision • Aug 14Consensus EPS estimates upgraded to US$0.57 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$103.1m to US$100.9m. 2024 losses expected to reduce from -US$0.66 to -US$0.57 per share. Semiconductor industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$6.00 unchanged from last update. Share price rose 21% to US$6.36 over the past week.
Reported Earnings • Aug 09Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.031 (up from US$0.073 loss in 3Q 2023). Revenue: US$26.7m (down 13% from 3Q 2023). Net income: US$438.0k (up US$1.47m from 3Q 2023). Profit margin: 1.6% (up from net loss in 3Q 2023). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 08+ 1 more updateAmtech Systems, Inc. Announces CFO TransitionAmtech Systems, Inc. announced that Lisa Gibbs has submitted her resignation as Chief Financial Officer, effective close of business on August 7, 2024, to assume an executive role at another company. Amtech also announced the appointment of Wade Jenke as Chief Financial Officer, effective August 8, 2024, succeeding Lisa Gibbs in the role. Mr. Jenke brings more than fifteen years of financial and operational experience. Most recently he served as business unit CFO of the EMS Group at ASSA ABLOY AB, a USD 13 billion publicly traded company based in Sweden. In this role, Mr. Jenke oversaw the financial organization for five companies within the business group, having over 450 employees with several global locations. Prior to that, he served in a number of senior financial roles within ASSA ABLOY and BAE Systems, spanning public financial reporting, FP&A, cost accounting and manufacturing accounting. He has also led back-end acquisition integrations, automations, and ERP implementations.
お知らせ • Jul 24Amtech Systems, Inc. to Report Q3, 2024 Results on Aug 07, 2024Amtech Systems, Inc. announced that they will report Q3, 2024 results After-Market on Aug 07, 2024
分析記事 • Jun 29Health Check: How Prudently Does Amtech Systems (NASDAQ:ASYS) Use Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Recent Insider Transactions • May 16Independent Director recently bought US$83k worth of stockOn the 14th of May, Robert Averick bought around 16k shares on-market at roughly US$5.24 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.1m more in shares than they have sold in the last 12 months.
Major Estimate Revision • May 15Consensus EPS estimates upgraded to US$0.66 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.83 to -US$0.66 per share. Revenue forecast steady at US$103.1m. Semiconductor industry in the US expected to see average net income growth of 6.5% next year. Consensus price target of US$6.00 unchanged from last update. Share price rose 12% to US$5.34 over the past week.
お知らせ • May 10Amtech Systems, Inc. Provides Earnings Guidance for the Third Fiscal Quarter Ending June 30, 2024Amtech Systems, Inc. provided earnings guidance for the third fiscal quarter ending June 30, 2024. For the quarter, the company expects revenues in the range of $22 million to $25 million.
Reported Earnings • May 09Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.068 (down from US$0.23 in 2Q 2023). Revenue: US$25.4m (down 24% from 2Q 2023). Net income: US$970.0k (down 70% from 2Q 2023). Profit margin: 3.8% (down from 9.6% in 2Q 2023). Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 26Amtech Systems, Inc. to Report Q2, 2024 Results on May 08, 2024Amtech Systems, Inc. announced that they will report Q2, 2024 results After-Market on May 08, 2024
分析記事 • Mar 22Does Amtech Systems (NASDAQ:ASYS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Recent Insider Transactions • Feb 16Independent Director recently bought US$86k worth of stockOn the 13th of February, Robert Averick bought around 21k shares on-market at roughly US$4.21 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$260k. Insiders have collectively bought US$1.0m more in shares than they have sold in the last 12 months.
お知らせ • Feb 11Amtech Systems, Inc. Reports Impairment Charges for the First Quarter Ended December 31, 2023Amtech Systems, Inc. reported impairment charges for the first quarter ended December 31, 2023. For the quarter, the company reported goodwill impairment of $6,370,000 and intangible asset impairment of $1,279,000.
New Risk • Feb 11New major risk - Revenue and earnings growthEarnings have declined by 4.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.2% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$48.8m market cap).
Reported Earnings • Feb 11First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: US$0.66 loss per share (further deteriorated from US$0.20 loss in 1Q 2023). Revenue: US$24.9m (up 16% from 1Q 2023). Net loss: US$9.36m (loss widened 241% from 1Q 2023). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 65%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 10Amtech Systems, Inc. Provides Earnings Guidance for the Second Fiscal Quarter Ending March 31, 2024Amtech Systems, Inc. provided earnings guidance for the second fiscal quarter ending March 31, 2024. For the quarter, the company expects revenues in the range of $22 million - $25 million with EBITDA nominally negative to neutral. Although the near-term outlook for revenue and earnings remains challenging, the company remains confident that the future prospects are strong for both consumables and equipment serving advanced mobility and advanced packaging applications.
お知らせ • Feb 09Amtech Systems, Inc. to Report Q1, 2024 Results on Feb 09, 2024Amtech Systems, Inc. announced that they will report Q1, 2024 results After-Market on Feb 09, 2024
お知らせ • Jan 20Amtech Systems, Inc., Annual General Meeting, Mar 06, 2024Amtech Systems, Inc., Annual General Meeting, Mar 06, 2024, at 09:00 US Mountain Standard Time. Location: Homewood Suites 66 S. Rockford Drive Arizona United States Agenda: To approve and elect five directors to serve until the 2025 Annual Meeting of Shareholders and until their successors are duly elected and qualified; to approve and ratify the appointment of Grant Thornton LLP as independent registered public accountants for the fiscal year ending September 30, 2024; to approve the advisory resolution relating to the named executive officer compensation as disclosed in the accompanying proxy statement; to approve on an advisory basis, the frequency of the future advisory votes on the compensation of the Company's named executive officers; and to transact such other business as may properly come before the meeting.
Recent Insider Transactions • Dec 20President recently bought US$260k worth of stockOn the 19th of December, Robert Daigle bought around 66k shares on-market at roughly US$3.94 per share. This transaction increased Robert's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of US$561k worth in shares.
New Risk • Dec 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: US$13m Forecast net loss in 1 year: US$8.0m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.0m net loss next year). Market cap is less than US$100m (US$55.8m market cap).
Reported Earnings • Dec 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$0.90 loss per share (down from US$1.24 profit in FY 2022). Revenue: US$113.3m (up 6.6% from FY 2022). Net loss: US$12.6m (down 172% from profit in FY 2022). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates significantly. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Dec 15Amtech Systems, Inc. Provides Earnings Guidance for the First Fiscal Quarter Ending December 31, 2023Amtech Systems, Inc. provided earnings guidance for the first fiscal quarter ending December 31, 2023. For the first fiscal quarter ending December 31, 2023, The company expects revenues in the range of $21 million to $24 million.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$6.55, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Semiconductor industry in the US. Total returns to shareholders of 4.8% over the past three years.
お知らせ • Nov 21Amtech Systems, Inc. to Report Q4, 2023 Results on Dec 06, 2023Amtech Systems, Inc. announced that they will report Q4, 2023 results After-Market on Dec 06, 2023
New Risk • Oct 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (US$99.9m market cap).
お知らせ • Aug 18Michael Whang Notifies Amtech Systems, Inc. of His Decision to Resign as A Member of the BoardOn August 16, 2023, Michael Whang notified Amtech Systems, Inc. of his decision to resign as a member of the Board, effective immediately. Mr. Whang’s resignation is not the result of any disagreement with the Company or the Board on any matter relating to the operations, policies or practices of the Company.
Recent Insider Transactions • Aug 17President recently bought US$146k worth of stockOn the 14th of August, Robert Daigle bought around 16k shares on-market at roughly US$8.94 per share. This transaction increased Robert's direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of US$173k worth in shares.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$8.75, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 25x in the Semiconductor industry in the US. Total returns to shareholders of 73% over the past three years.
お知らせ • Aug 11Amtech Systems, Inc. Announces Executive ChangesOn August 8, 2023, the Board of Directors of Amtech Systems, Inc. approved the appointment of Robert C. Daigle to succeed Michael Whang as Chief Executive Officer of the Company effective August 8, 2023. Mr. Daigle, age 59, was originally appointed to the Company’s board of directors (the “Board”) on August 12, 2021, and has served as the Company’s Chairman of the Board since May 11, 2022. From March 2013 to March 2023, Mr. Daigle served as the Chief Technology Officer of Rogers Corporation (“Rogers”), a publicly traded global leader in engineered materials, including advanced electronic and elastomeric materials that are used in applications for EV/HEV, automotive safety and radar systems, mobile devices, renewable energy, wireless infrastructure, energy-efficient motor drives, and industrial equipment. Mr. Daigle previously served in a number of other senior executive roles during his 30-year tenure at Rogers. Mr. Daigle holds a B.S in Chemical Engineering and Materials Engineering from the University Connecticut and an M.B.A. from Rensselaer Polytechnic Institute. During his tenure at Rogers, Mr. Daigle built and led two major divisions of Rogers, including its global Power Electronic Solutions business with annual revenue in excess of $150 million and over 700 employees on three continents, and its global circuit materials business with annual revenue in excess of $100 million and 450 employees worldwide. The terms of Mr. Daigle’s employment will be set forth in an employment agreement mutually acceptable to the Company and Mr. Daigle. The material terms of this employment agreement will be set forth in an amendment to this Form 8-K and will be filed as an exhibit to the Company’s Form 10-K for the fiscal year ending September 30, 2023. During his employment with the Company, Mr. Daigle will no longer be compensated for his service as the Company’s Chairman of the Board; provided, however, that any unvested equity awards previously issued to Mr. Daigle during his service as a Board member shall continue to vest based on Mr. Daigle’s continued service as an employee or a member of the Board. In connection with Mr. Daigle’s appointment, Mr. Whang has informed the Company of his decision to step down as the Company’ Chief Executive Officer to pursue other opportunities effective August 8, 2023. Following the effective date of Mr. Whang’s resignation, Mr. Whang has agreed to remain with the Company as a consultant for a period of six (6) month, to assist Mr. Daigle with transition matters. Mr. Whang’s decision to resign did not result from any disagreement with the Company, its management or the Board on any matter, whether related to the Company’s operations, policies, practices or otherwise.
