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    Intelligence Feed event · Equity · 2026-10-27

    Amkor Technology misses Q3 consensus on revenue and earnings

    Question

    Amkor Technology misses Q3 consensus on revenue and earnings

    Direct answer

    Amkor Technology posted third-quarter 2026 revenue of $1.99 billion, falling short of Wall Street estimates of $2.02 billion by 1.34%. Year-over-year top-line expansion was constrained to 0.2%, indicating that packaging demand across non-AI consumer and industrial applications remains sluggish. EPS grew from $0.51 a year ago to $0.76, but missed the consensus estimate of $0.79 by 3.8%. The result compounds recent equity weakness, with AMKR shares already having dropped 26.7% over the past month as investors reassess outsourced semiconductor assembly and test (OSAT) volume recovery.

    Original publisher
    Market Ontology
    Evidence through
    2026-10-27
    Published
    2026-10-27
    Revision
    1 · 2026-10-27

    Cite as: Market Ontology, “Amkor Technology misses Q3 consensus on revenue and earnings”, revision 1, evidence through 2026-10-27. https://marketontology.com/market-events/2026-10-27/amkor-technology-misses-q3-consensus-on-revenue-and-earnings-635b1b

    EQUITY
    Amkor Technology misses Q3 consensus on revenue and earnings
    Amkor Technology posted third-quarter 2026 revenue of $1.99 billion, falling short of Wall Street estimates of $2.02 billion by 1.34%. Year-over-year top-line expansion was constrained to 0.2%, indicating that packaging demand across non-AI consumer and industrial applications remains sluggish. EPS grew from $0.51 a year ago to $0.76, but missed the consensus estimate of $0.79 by 3.8%. The result compounds recent equity weakness, with AMKR shares already having dropped 26.7% over the past month as investors reassess outsourced semiconductor assembly and test (OSAT) volume recovery.
    AMKRSOXX
    Impact
    72
    OCT 27
    SIG
    86%
    AMKRSOXX
    Amkor Technology misses Q3 consensus on revenue and earnings
    Amkor Technology posted third-quarter 2026 revenue of $1.99 billion, falling short of Wall Street estimates of $2.02 billion by 1.34%. Year-over-year top-line expansion was constrained to 0.2%, indicating that packaging demand across non-AI consumer and industrial applications remains sluggish. EPS grew from $0.51 a year ago to $0.76, but missed the consensus estimate of $0.79 by 3.8%. The result compounds recent equity weakness, with AMKR shares already having dropped 26.7% over the past month as investors reassess outsourced semiconductor assembly and test (OSAT) volume recovery.
    → A revenue miss of 1.34% to $1.99 billion constrains operating leverage for AMKR in outsourced semiconductor packaging and testing capacity.
    Impact
    Amkor Technology posted third-quarter 2026 revenue of $1.99 billion, falling short of Wall Street estimates of $2.02 billion by 1.34%. Year-over-year top-line expansion was constrained to 0.2%, indicating that packaging demand across non-AI consumer and industrial applications remains sluggish. EPS grew from $0.51 a year ago to $0.76, but missed the consensus estimate of $0.79 by 3.8%. The result compounds recent equity weakness, with AMKR shares already having dropped 26.7% over the past month as investors reassess outsourced semiconductor assembly and test (OSAT) volume recovery.
    Affected
    AMKRSOXX
    Transmission
    A revenue miss of 1.34% to $1.99 billion constrains operating leverage for AMKR in outsourced semiconductor packaging and testing capacity.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    AMKRoperating leverage compression following top-line missDownintradayAmkor missed Q3 revenue estimates at $1.99 billion and missed EPS estimates by 3.8%.
    SOXXpackaging and backend semiconductor demand softnessDown1-5dFlat 0.2% year-over-year revenue growth illustrates delayed cyclical volume recovery in legacy chip packaging.

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

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