Amkor (NASDAQ:AMKR) Surpasses Estimates with 15.9% Q4 Revenue Growth Amid Rising Inventories

Amkor Technology (NASDAQ:AMKR) reported Q4 CY2025 revenue of $1.89 billion, up 15.9% year-on-year, beating analyst expectations by $300 million. GAAP profit of $0.69 per share was 56.9% above consensus. The company guided midpoint revenue of $1.65 billion for Q1 CY2026, 7% above estimates. Supporting context: Amkor’s DIO improved to 25 days, 5 days below its five-year average, indicating no immediate inventory overbuild. However, inventories rose during the quarter, a cautionary sign in a cyclical industry. Analysts average a 7.8% CAGR in revenue over the next 12 months, below the sector average and Amkor’s 1.6% annualized two-year growth trend.