What is the composition of the $19.6 M revenue (equipment vs consumables, wafer fab vs packaging)? | ASYS (Aug 06, 2025) | Candlesense
ASYS

What is the composition of the $19.6 M revenue (equipment vs consumables, wafer fab vs packaging)?

Answer

The press release you quoted reports that Amtech Systems generated $19.6 million in net revenue for the quarter ended June 30, 2025, but it does not break down that amount into the individual product‑type categories you are asking about (equipment vs. consumables, and wafer‑fab vs. packaging).

What the release tells us

Metric Figure
Net revenue (total) $19.6 million
Cash $15.6 million
Cash provided by operations $2.5 million
GAAP net income $0.1 million
Non‑GAAP net income $0.9 million
Adjusted EBITDA $2.2 million

The release focuses on overall financial performance and does not include a segment‑level revenue table or narrative that would indicate:

  • Equipment vs. Consumables – how much of the $19.6 M came from sales of capital equipment (e.g., deposition, etch, or inspection tools) versus consumable materials (e.g., chemicals, wafers, or packaging consumables).
  • Wafer‑fab vs. Packaging – how much revenue was generated from the wafer‑fabrication market (front‑end semiconductor manufacturing) versus the packaging market (back‑end/advanced packaging).

How to obtain the detailed composition

If you need the precise split, you can look at the following sources, which typically provide that level of detail for a company like Amtech:

  1. Amtech’s Quarterly Form 10‑Q (or 8‑K) filing – The SEC filing for the quarter usually contains a “Segment Information” or “Breakout Revenue” table that disaggregates revenue by product line and/or end‑market.

  2. Full press release or earnings webcast transcript – The complete press release (often longer than the Business Wire headline) sometimes includes a “Revenue by product” table. The earnings call transcript may also contain management commentary on the mix (e.g., “our equipment sales grew X% while consumables remained flat”).

  3. Investor presentations – Companies frequently provide a slide in their earnings deck that visualizes the revenue composition (pie chart or bar chart).

  4. Analyst reports – Sell‑side equity research analysts often break down a company’s revenue to assess growth drivers.

Quick next steps for you

  1. Visit the Investor Relations page of Amtech Systems (usually https://investor.amtechsystems.com or a similar URL). Download the latest Form 10‑Q (covering Q3 FY2025) and look for “Item 1. Segment Information” or “Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations”.

  2. Check the earnings webcast replay (often posted on YouTube or the IR site). Look for a Q&A segment where analysts ask about product‑mix trends.

  3. If you have access to Bloomberg, FactSet, or S&P Capital IQ, you can pull the “Revenue by Business Segment” data for Amtech for that quarter.

Bottom line: The $19.6 million figure you have is the aggregate net revenue, and the press release excerpt you provided does not disclose the split between equipment vs. consumables or wafer‑fab vs. packaging. To get that granularity, you’ll need to consult Amtech’s more detailed regulatory filings or supplemental investor‑communication materials.

Other Questions About This News

Is there guidance for Q4 FY2025 revenue, EBITDA and cash flow? How does the adjusted EBITDA of $2.2 M compare with prior periods and peers? How does the $19.6 M revenue compare to the same quarter last year and to analyst consensus? What are the gross and operating margins for the quarter and how do they compare to previous quarters? What drove the $2.5 M cash provided by operations and is it sustainable? Why is GAAP net income only $0.1 M while Non‑GAAP net income is $0.9 M – what adjustments are included? What are the key market or customer developments influencing the results (e.g., new chiplets, 3‑D packaging demand)? How does ASYS's valuation (P/E, EV/EBITDA) compare to peer companies in semiconductor equipment? How does Amtech's capital expenditure plan affect future cash flow and earnings guidance? What is the trend in cash balance (now $15.6 M) – does it indicate sufficient liquidity for growth or acquisitions? What risks or uncertainties did management flag that could impact future earnings?