ASMPT (00522.HK): Q3 Bookings Hit Record; Revenue Up 48.7% to HK$5.25bn

NewTimeSpace News: On 27 October 2026, ASMPT Limited (stock code: 522) reported unaudited third-quarter results for the three months ended 30 September 2026: total bookings reached a record HK$8,445.1 million (about US$1,128 million), up 24.7% quarter on quarter and 137.9% year on year, while revenue was HK$5,247.0 million (about US$669 million), up 6.3% quarter on quarter and 48.7% year on year.

Growth was driven by thermal compression bonding (TCB), the surface mount technology solutions segment and photonics, with strong AI data centre demand lifting TCB chip-to-substrate bookings to a record and photonics bookings and revenue also reaching new highs. Gross margin was 42.1%, down 29 basis points quarter on quarter but up 661 basis points year on year, while adjusted gross margin was 42.9%.

Operating profit was HK$798.6 million, up 1.5% quarter on quarter and 890.9% year on year; profit was HK$533.2 million, up 27.6% quarter on quarter; and basic earnings per share were HK$1.28, up 26.7% quarter on quarter. On a non-HKFRS basis, adjusted operating profit was HK$922.4 million, adjusted profit HK$689.7 million and adjusted basic earnings per share HK$1.65.

For the fourth quarter of 2026, revenue is expected to be between US$670 million and US$730 million, up 4.6% quarter on quarter and 37.5% year on year at the midpoint of US$700 million. The Group said both the SEMI and SMT segments delivered strong profitability.