Amkor Technology, Inc. · NASDAQ:AMKR

Amkor Technology — Q4 2025 Earnings Presentation

22 slides from Amkor Technology's earnings presentation, Feb 9, 2026

  1. Slide 1: Q4 2025 Financial Results

    Q4 2025 Financial Results February 2026 © 2026 Amkor Technology, Inc.

  2. Slide 2: Presenter Introductions

    Presenter Introductions Jennifer Jue Kevin Engel Megan Faust Vice President, President and Executive Vice Investor Relations Chief Executive President and Officer Chief Financial Officer © 2026 Amkor Technology, Inc. 2

  3. Slide 3: Disclaimer

    Disclaimer Non-GAAP Measures This presentation contains certain measures that are not defined terms under U.S. generally accepted accounting principles (“GAAP”). These non-GAAP measures should not be considered in isolation or as a substitute for, or superior to, measures of liquidity or performance

  4. Slide 4: Business Highlights and Strategic Pillars

    Business Highlights and Strategic Pillars Kevin Engel | President and Chief Executive Officer © 2026 Amkor Technology, Inc. 4

  5. Slide 5: 2025 Highlights

    2025 Highlights Record Revenue Revenue Advanced Growth in all Q4 $1.89B packaging and end markets 2025 $6.7B Computing Enhanced Successfully customer Ramped Vietnam, Ramped Construction of engagements High Density across AI and Arizona campus Fan-Out HPC © 2026 Amkor Technology, Inc. 5

  6. Slide 6: Executing Our Long-Term Strategy

    Executing Our Long-Term Strategy Elevate Technology Expand Geographic Enhance Strategic Leadership Footprint Partnerships in Focus Markets ▶ Investing in Advanced ▶ Meeting Arizona ▶ Strengthening packaging platforms for campus construction collaboration with lead ▷ HDFO milestones customers ▷ Flip

  7. Slide 7: 2026 Sentiment

    2026 Sentiment ▶ Revenue growth to be driven by continued acceleration in Computing ▶ Continued strong growth in Advanced Automotive ▶ Single-digit growth in remainder of business © 2026 Amkor Technology, Inc. 7

  8. Slide 8: Financial Results and Outlook

    Financial Results and Outlook Megan Faust | Executive Vice President and Chief Financial Officer © 2026 Amkor Technology, Inc. 8

  9. Slide 9: End Market Dynamics

    End Market Dynamics Communications Computing ▶ Q4 revenue up 28% YoY ▶ Q4 revenue up 6% YoY ▶ Full year revenue up 1% ▶ Full year revenue up 16% ▶ Strong footprint in high-end ▶ Strength in AI PC devices and smartphones networking infrastructure Automotive and Industrial Consumer ▶ Q4 revenue up 25%

  10. Slide 10: Q4 2025 Financial Results

    Q4 2025 Financial Results Revenue Gross Profit and Margin % ($ in billions) ($ in millions) 16.7% 14.3% 15.1% $1.99 $1.89 $315 $1.63 $284 $247 Q424 Q325 Q425 Q424 Q325 Q425 Operating Income and Margin % Earnings Per Share ($ in millions) 9.8% 8.0% 8.3% $0.69 $185 $159 $0.51 $134 $0.43 Q424 Q325 Q425

  11. Slide 11: 2025 Financial Results

    2025 Financial Results Revenue Gross Profit Op Income Net Income $6.7B $939M $467M $374M EPS EBITDA* CapEx FCF* $1.50 $1.16B $905M $308M *See discussion of non-GAAP measures on slide 20 and the reconciliation to the most directly comparable GAAP measures on slides 18-19. © 2026 Amkor Technology, Inc

  12. Slide 12: Balance Sheet Strength

    Balance Sheet Strength Cash & Short-Term Investments of $2 billion Liquidity(1) of $3 billion Total Debt of $1.4 billion and Debt to EBITDA* of 1.2x See corresponding endnotes on slide 21. *See discussion of non-GAAP measures on slide 20 and the reconciliation to the most directly comparable GAAP me

  13. Slide 13: Q1 2026 Guidance

    Q1 2026 Guidance As of February 9, 2026(2) $1.6B-$1.7B 12.5%-13.5% $45M-$70M $0.18-$0.28 $2.5B-$3.0B Net Sales Gross Margin Net Income Diluted EPS 2026 CapEx See corresponding endnotes on slide 21. © 2026 Amkor Technology, Inc. 13

  14. Slide 14: © 2026 Amkor Technology, Inc.

    & © 2026 Amkor Technology, Inc. 14

  15. Slide 15: Enabling the Future

    Enabling the Future Delivered strong 2025 results, advanced strategic initiatives, and strengthened our position Entering 2026 with momentum, clear strategy, and deep customer engagements Q1 2026 revenue guidance(2) $1.6B - $1.7B Executing on our strategy to capture the next wave of Advanced packagi

  16. Slide 16: Enabling the Future

    ENABLING the FUTURE amkor.com l

  17. Slide 17: Appendix

    Appendix © 2026 Amkor Technology, Inc. 17

  18. Slide 18: Financial Reconciliation Tables

    Financial Reconciliation Tables ($ in millions) Q425 2025 Net Income $173 $376 Plus: Interest Expense 21 75 Plus: Income Tax Expense 9 69 Plus: Depreciation & Amortization 166 642 EBITDA* $369 $1,162 Revenue $1,888 $6,708 Net Income Margin 9.1% 5.6% EBITDA Margin* 19.5% 17.3% Total Debt $1,445 Net I

  19. Slide 19: Financial Reconciliation Tables

    Financial Reconciliation Tables ($ in millions) 2025 Net Cash Provided by Operating Activities $1,096 Less: Payments for property, plant and equipment (905) Plus: Proceeds from sale of and grants for property, plant and 117 .equipment Free Cash Flow* $308 *See discussion of Non-GAAP measures on slid

  20. Slide 20: Non-GAAP Measures

    Non-GAAP Measures Generally, a non-GAAP financial measure is a numerical measure of a company’s performance, financial position or cash flows that either excludes or includes amounts that are not normally excluded or included in the most directly comparable measure calculated and presented in accord

  21. Slide 21: Endnotes

    Endnotes 1) Liquidity is defined as the sum of cash and cash equivalents, short-term investments and availability under our debt arrangements. 2) This financial guidance is from our February 9, 2026 earnings release and is reproduced here for convenience of reference only. This reference is not inte

  22. Slide 22: Enabling the Future

    ENABLING the FUTURE amkor.com l

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