Amkor Q3 Earnings Miss Estimates Amid Communications Weakness

What happened: Amkor Technology ($AMKR) reported third-quarter 2026 earnings of 76 cents per share, missing the Zacks Consensus Estimate by 3.8%, while net sales of $1.99 billion missed by 1.34%. Key numbers: EPS 76 cents, up 49% year over year. Net sales $1.99 billion, up 0.2%. Gross margin 18.3%, up 400 basis points. Why it matters: Computing revenue climbed 25% sequentially to a record on the HDFO CPU ramp, but Communications fell 8% sequentially and is expected to decline by a high-single-digit percentage in Q4. Management expects Computing to grow more than 50% year over year in Q4. Market: +1.4% today ($38.85), -9.3% YTD, 1.3x vol — as of 17:47 UTC Verified: Q3_2026 (Oct 26) EPS $0.76 vs $0.78 est, -3.1% miss; next print ~Jan 25 Coverage: 3 outlets in 24h

Amkor Technology ($AMKR) reported third-quarter 2026 earnings of 76 cents per share, missing the Zacks Consensus Estimate by 3.8%, while net sales of $1.99 billion missed by 1.34%.

Computing revenue climbed 25% sequentially to a record on the HDFO CPU ramp, but Communications fell 8% sequentially and is expected to decline by a high-single-digit percentage in Q4. Management expects Computing to grow more than 50% year over year in Q4. Market: +1.4% today ($38.85), -9.3% YTD, 1.3x vol — as of 17:47 UTC Verified: Q3_2026 (Oct 26) EPS $0.76 vs $0.78 est, -3.1% miss; next print ~Jan 25