AMKOR $AMKR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.99B (Est. $2.01B) 🔴; vs $1.99B LY 🔹 EPS: $0.76 (Est. $0.78) 🔴; vs $0.51 LY 🔹 Gross Margin: 18.3% (Est. 19.1%) 🔴 🔹 Operating Income: $225M (Est. $247M) 🔴 Q4 Guide: 🔹 Revenue: $1.9B-$2.0B (Est. $2.02B) 🔴 🔹 EPS: $0.65-$0.75 (Est. $0.76) 🔴 🔹 Gross Margin: 18.0%-19.0% (Est. 19.0%) 🟡 🔹 Net Income: $160M-$185M (Est. $189M) 🔴 🔹 FY26 Capital Expenditures: ~$2.5B Product Revenue: 🔹 Advanced Products: $1.63B; vs $1.68B LY 🔹 Mainstream Products: $359M; vs $303M LY End Markets (% of Net Sales): 🔹 Communications: 37%; vs 51% LY 🔹 Computing: 26%; vs 19% LY 🔹 Automotive & Industrial: 22%; vs 16% LY 🔹 Consumer: 15%; vs 14% LY Other Q3 Metrics: 🔹 Net Income: $191M (Est. $191M) 🟡; vs $127M LY 🔹 EBITDA: $435M (Est. $440M) 🔴; vs $340M LY 🔹 Operating Margin: 11.3%; vs 8.0% LY 🔹 Cash & Short-Term Investments: $2.4B 🔹 Total Debt: $2.5B Key Updates: 🔹 Share repurchases: ~$32M Comments: 🔸 “We are executing on our strategy, advancing key customer programs and benefiting from expanding customer commitments that improve visibility and support disciplined investment to meet future demand.”