vs
ACM Research, Inc.（ACMR）とAutomatic Data Processing（ADP）の財務データ比較。上の社名をクリックして会社を切り替えられます
Automatic Data Processingの直近四半期売上が大きい（$5.4B vs $244.4M、ACM Research, Inc.の約21.9倍）。Automatic Data Processingの純利益率が高く（19.8% vs 3.3%、差は16.5%）。ACM Research, Inc.の前年同期比売上増加率が高い（9.4% vs 6.2%）。過去8四半期でACM Research, Inc.の売上複合成長率が高い（26.7% vs 1.0%）
ACM Research, Inc.は世界の半導体製造業界向け先端プロセス装置の大手サプライヤーです。ウェハー洗浄、電気めっき、エッチングなどの高性能湿式処理システムの開発・製造・販売を手がけ、アジア、北米、欧州の半導体メーカーに製品を供給し、先端チップの生産を支援しています。
ADP（オートマティック・データ・プロセッシング）は米国ニュージャージー州ローズランドに本社を置く多国籍企業で、クラウド型人事管理、給与計算処理、PEO（プロフェッショナル・エンプロイヤー・オーガニゼーション）サービスなどを提供する世界的な人事サービス大手企業です。
ACMR vs ADP — 直接比較
損益計算書 — Q4 2025 vs Q2 2026
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $5.4B |
| 純利益 | $8.0M | $1.1B |
| 粗利率 | 40.9% | 46.1% |
| 営業利益率 | 9.4% | 25.8% |
| 純利益率 | 3.3% | 19.8% |
| 売上前年比 | 9.4% | 6.2% |
| 純利益前年比 | -74.1% | 10.3% |
| EPS（希薄化後） | $0.11 | $2.62 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $244.4M | $5.4B | ||
| Q3 25 | $269.2M | $5.2B | ||
| Q2 25 | $215.4M | $5.1B | ||
| Q1 25 | $172.3M | $5.6B | ||
| Q4 24 | $223.5M | $5.0B | ||
| Q3 24 | $204.0M | $4.8B | ||
| Q2 24 | $202.5M | $4.8B | ||
| Q1 24 | $152.2M | $5.3B |
| Q4 25 | $8.0M | $1.1B | ||
| Q3 25 | $35.9M | $1.0B | ||
| Q2 25 | $29.8M | $910.7M | ||
| Q1 25 | $20.4M | $1.2B | ||
| Q4 24 | $31.1M | $963.2M | ||
| Q3 24 | $30.9M | $956.3M | ||
| Q2 24 | $24.2M | $829.3M | ||
| Q1 24 | $17.4M | $1.2B |
| Q4 25 | 40.9% | 46.1% | ||
| Q3 25 | 42.0% | 45.2% | ||
| Q2 25 | 48.5% | 45.1% | ||
| Q1 25 | 47.9% | 47.7% | ||
| Q4 24 | 49.6% | 45.7% | ||
| Q3 24 | 51.4% | 45.5% | ||
| Q2 24 | 47.8% | 44.8% | ||
| Q1 24 | 52.0% | 47.3% |
| Q4 25 | 9.4% | 25.8% | ||
| Q3 25 | 10.7% | 25.3% | ||
| Q2 25 | 14.7% | 23.2% | ||
| Q1 25 | 15.0% | 29.2% | ||
| Q4 24 | 19.7% | 25.0% | ||
| Q3 24 | 21.7% | 25.6% | ||
| Q2 24 | 18.6% | 22.8% | ||
| Q1 24 | 16.6% | 29.4% |
| Q4 25 | 3.3% | 19.8% | ||
| Q3 25 | 13.3% | 19.6% | ||
| Q2 25 | 13.8% | 17.8% | ||
| Q1 25 | 11.8% | 22.5% | ||
| Q4 24 | 13.9% | 19.1% | ||
| Q3 24 | 15.2% | 19.8% | ||
| Q2 24 | 12.0% | 17.4% | ||
| Q1 24 | 11.5% | 22.6% |
| Q4 25 | $0.11 | $2.62 | ||
| Q3 25 | $0.52 | $2.49 | ||
| Q2 25 | $0.44 | $2.23 | ||
| Q1 25 | $0.30 | $3.06 | ||
| Q4 24 | $0.47 | $2.35 | ||
| Q3 24 | $0.45 | $2.34 | ||
| Q2 24 | $0.35 | $2.01 | ||
| Q1 24 | $0.26 | $2.88 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $792.9M | $2.5B |
| 総負債低いほど良い | $214.0M | — |
| 株主資本純資産 | $1.5B | $6.4B |
| 総資産 | $2.9B | $84.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.15× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $792.9M | $2.5B | ||
| Q3 25 | $1.1B | $7.9B | ||
| Q2 25 | $463.2M | $7.8B | ||
| Q1 25 | $475.6M | $2.7B | ||
| Q4 24 | $426.8M | $2.2B | ||
| Q3 24 | $353.8M | $7.3B | ||
| Q2 24 | $343.6M | $3.3B | ||
| Q1 24 | $230.0M | $3.3B |
| Q4 25 | $214.0M | — | ||
| Q3 25 | $242.0M | — | ||
| Q2 25 | $225.1M | — | ||
| Q1 25 | $202.5M | — | ||
| Q4 24 | $150.0M | — | ||
| Q3 24 | $150.0M | — | ||
| Q2 24 | $90.5M | — | ||
| Q1 24 | $60.0M | — |
| Q4 25 | $1.5B | $6.4B | ||
| Q3 25 | $1.4B | $6.4B | ||
| Q2 25 | $986.5M | $6.2B | ||
| Q1 25 | $949.1M | $5.9B | ||
| Q4 24 | $904.6M | $5.1B | ||
| Q3 24 | $888.2M | $5.3B | ||
| Q2 24 | $833.2M | $4.5B | ||
| Q1 24 | $796.2M | $4.6B |
| Q4 25 | $2.9B | $84.6B | ||
| Q3 25 | $2.8B | $54.3B | ||
| Q2 25 | $2.0B | $53.4B | ||
| Q1 25 | $1.9B | $56.4B | ||
| Q4 24 | $1.9B | $64.1B | ||
| Q3 24 | $1.8B | $49.5B | ||
| Q2 24 | $1.7B | $54.4B | ||
| Q1 24 | $1.6B | $64.2B |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.11× | — | ||
| Q1 24 | 0.08× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $33.9M | $1.1B |
| フリーキャッシュフロー営業CF - 設備投資 | $20.1M | — |
| FCFマージンFCF / 売上 | 8.2% | — |
| 設備投資強度設備投資 / 売上 | 5.6% | — |
| キャッシュ転換率営業CF / 純利益 | 4.21× | 1.07× |
| 直近12ヶ月FCF直近4四半期 | $-66.6M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $33.9M | $1.1B | ||
| Q3 25 | $-4.6M | $642.3M | ||
| Q2 25 | $-44.9M | $1.4B | ||
| Q1 25 | $5.3M | $1.5B | ||
| Q4 24 | $88.6M | $1.2B | ||
| Q3 24 | $11.9M | $824.4M | ||
| Q2 24 | $61.6M | $1.3B | ||
| Q1 24 | $-9.6M | $1.5B |
| Q4 25 | $20.1M | — | ||
| Q3 25 | $-15.6M | — | ||
| Q2 25 | $-59.6M | — | ||
| Q1 25 | $-11.4M | — | ||
| Q4 24 | $77.2M | — | ||
| Q3 24 | $-20.6M | — | ||
| Q2 24 | $48.5M | — | ||
| Q1 24 | $-35.1M | — |
| Q4 25 | 8.2% | — | ||
| Q3 25 | -5.8% | — | ||
| Q2 25 | -27.7% | — | ||
| Q1 25 | -6.6% | — | ||
| Q4 24 | 34.5% | — | ||
| Q3 24 | -10.1% | — | ||
| Q2 24 | 24.0% | — | ||
| Q1 24 | -23.0% | — |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 6.8% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 16.0% | — | ||
| Q2 24 | 6.5% | — | ||
| Q1 24 | 16.7% | — |
| Q4 25 | 4.21× | 1.07× | ||
| Q3 25 | -0.13× | 0.63× | ||
| Q2 25 | -1.51× | 1.58× | ||
| Q1 25 | 0.26× | 1.22× | ||
| Q4 24 | 2.85× | 1.19× | ||
| Q3 24 | 0.39× | 0.86× | ||
| Q2 24 | 2.54× | 1.57× | ||
| Q1 24 | -0.55× | 1.26× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ACMR
| Total Single Wafer And Semi Critical Cleaning Equipment | $159.9M | 65% |
| ECP Front End And Packaging Furnace And Other Technologies | $64.1M | 26% |
| Advanced Packaging Exclude ECP Services Spares | $20.5M | 8% |
ADP
| HCM | $2.2B | 42% |
| PEO Zero Margin Benefits Pass Throughs | $1.1B | 21% |
| HRO | $979.3M | 18% |
| Global | $709.3M | 13% |
| Interest On Funds Held For Clients | $308.6M | 6% |
