Amtech Systems, Inc. · NASDAQ:ASYS
Amtech Systems — Investor Presentation (August 2026)
13 slides from Amtech Systems's investor presentation, August 2026
Slide 1: Company Introduction
COMPANY INTRODUCTION NASDAQ: ASYS August 2026
Slide 2: Enabling AI Semiconductor Device Packaging and Advanced Substrate Fabrication
Enabling AI Semiconductor Device Packaging and Advanced Substrate Fabrication Business Transformation to Deliver Profitable Growth
Slide 3: Safe Harbor Statement
Safe Harbor Statement This Presentation may contain certain statements or information that constitute “forward-looking statements” (as such term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Se
Slide 4: Amtech Divisions
Amtech Divisions Capital equipment and consumables for semiconductor fabrication and packaging Thermal Semiconductor Processing Fabrication Solutions Solutions (~80%) (~20%) Lapping, Polishing, Reflow Oven Belt Furnace CMP Parts & Upgrades & Cleaning Consumables Advanced packaging & electronics asse
Slide 5: AI Driving Revenue Growth in Thermal Processing Solutions Segment
AI Driving Revenue Growth in Thermal Processing Solutions Segment High Performance Reflow for Die-Level Packaging (“on Substrate”) Flip chip packaging 2.5D packaging CoWoS packaging Panel packaging Advanced Chip Packaging Optical packaging & Assembly Server board SMT TrueFlat Thin Substrate Reflow O
Slide 6: Customer Driven Process Development in Semi Fab Solutions
THE AMTECH SFS ADVANTAGE Customer Driven Process Development in Semi Fab Solutions Equipment OEM Customer • Industry Benchmark Cleaner Requirements • Problem to Solve • Optimized Throughput • Integration Constraints • OEM Support and Roadmap Optimal Results Reduced Development Times CMP Foundry High
Slide 7: Optimized Operations Model Shows Positive Impact in Recent 10 Quarters
Optimized Cash Generation (M$) Operations Model Optimization efforts delivered annualized savings of $13M, breakeven reduced from about $120M to about $75M Shows Positive 12 Impact in Recent 10 Quarters 8 6 4 2 0 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 -2 -4 Adj. EBITDA (TTM) Cas
Slide 8: Fiscal Year 2026 Third Quarter Financial Results
Third Quarter Fiscal 2026 Financial and Operational Highlights Fiscal Year 2026 Third Quarter • Net revenue of $22.4 million • Cash of $83.1 million Financial Results • Cash provided by operations of $1.1 million • GAAP net income of $1.7 million AI Product Demand Continues to be • Non-GAAP net inco
Slide 9: Fiscal Year 2026 Fourth Quarter Guidance
OUTLOOK Fiscal Year 2026 • Revenues $22.5 – 24.0 Million Fourth Quarter Guidance • Adjusted EBITDA margin in the low to mid-teens (period end 9/30/26) • NOL valued at $74.3 million at 9/30/25 9
Slide 10: Supplying Essential Semiconductor Equipment and Materials
I N V E S T M E N T O P P O R T U N I T Y Supplying Essential Semiconductor Equipment and Materials Increasing Cash Flow Generation and Creating Strong Operating Leverage to Deliver Profitable Growth Driven by AI Infrastructure and e-Mobility Markets OPERATING LEVERAGE CASH FLOW GENERATION HARNESS G
Slide 11: Reconciliation of GAAP to Non-GAAP Financial Measures
AMTECH SYSTEMS, INC. (NASDAQ: ASYS) (Unaudited) Reconciliation of GAAP to Non-GAAP Financial Measures ($s in thousands) Three Months Ended Nine Months Ended June 30, June 30, March 31, June 30, 2026 2026 2025 2026 2025 Amtech Systems, Inc. Gross Profit: GAAP gross profit $ 11,193 $ 9,769 $ 9,132 $ 2
Slide 12: Reconciliation of GAAP to Non-GAAP Financial Measures
AMTECH SYSTEMS, INC. (NASDAQ: ASYS) (Unaudited) Reconciliation of GAAP to Non-GAAP Financial Measures (in thousands, except per share data) Three Months Ended Nine Months Ended June 30, June 30, March 31, June 30, 2026 2026 2025 2026 2025 Consolidated Net Income (Loss): GAAP net income (loss) $ 1,65
Slide 13: Reconciliation of Net Income to EBITDA and Adjusted EBITDA
AMTECH SYSTEMS, INC. (NASDAQ: ASYS) (Unaudited) Reconciliation of Net Income to EBITDA and Adjusted EBITDA (in thousands, except per share data) Three Months Ended Nine Months Ended June 30, June 30, March 31, June 30, 2026 2026 2025 2026 2025 Amtech Systems, Inc. EBITDA: GAAP net income $ 1,658 $ 1