Amkor Q1 Earnings Beat, Shares Drop 4.7%

Amkor posted Q1 2026 adjusted EPS $0.33 beating consensus $0.22 and revenue $1.69bn vs $1.54bn estimate, up 27% YoY.
Despite results, shares fell 4.7% as investors flagged sequential margin compression and a $2.5‑$3.0bn full‑year capex plan.
Q2 2026 guidance projects EPS $0.42‑$0.52 (mid $0.47) and revenue $1.75‑$1.85bn, both above analyst expectations.
Gross margin fell to 14.2% from 16.7% Q4 2025, while operating income hit $100m with 6% margin.