$AMKR 8-K earnings — Q2 FY26

EPS of $0.70 beat consensus of $0.60 by $0.10 (16.7%). Revenue of $1.90B surged 26% YoY, a record, and Q3 guidance of $1.95-2.05B implies continued momentum above consensus. The key nuance: gross margin expanded 470bps YoY to 16.8%, driven by mix shift to high-margin advanced packaging for AI/HPC, not just volume—a sustainable earnings power shift the market may underappreciate.

EPS of $0.70 beat consensus of $0.60 by $0.10 (16.7%). Revenue of $1.90B surged 26% YoY, a record, and Q3 guidance of $1.95-2.05B implies continued momentum above consensus. The key nuance: gross margin expanded 470bps YoY to 16.8%, driven by mix shift to high-margin advanced packaging for AI/HPC, not just volume—a sustainable earnings power shift the market may underappreciate.