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ACM Research, Inc.（ACMR）とADT Inc.（ADT）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
ADT Inc.の直近四半期売上が大きい（$1.3B vs $244.4M、ACM Research, Inc.の約5.2倍）。ADT Inc.の純利益率が高く（11.4% vs 3.3%、差は8.1%）。ACM Research, Inc.の前年同期比売上増加率が高い（9.4% vs 2.9%）。ADT Inc.の直近四半期フリーキャッシュフローが多い（$323.5M vs $20.1M）。過去8四半期でACM Research, Inc.の売上複合成長率が高い（26.7% vs 2.7%）
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。
ADT Inc.は米国の代表的なセキュリティ企業で、本社はフロリダ州ボカラトンに所在します。米国とカナダ全域で一般住宅や小規模事業者向けに電子防犯、火災防御、関連するアラーム監視サービスを提供しています。2016年にアポロ・グローバル・マネジメントに69億米ドルで買収され、2018年1月にニューヨーク証券取引所に上場しました。
ACMR vs ADT — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $1.3B |
| 純利益 | $8.0M | $145.4M |
| 粗利率 | 40.9% | — |
| 営業利益率 | 9.4% | 26.1% |
| 純利益率 | 3.3% | 11.4% |
| 売上前年比 | 9.4% | 2.9% |
| 純利益前年比 | -74.1% | -23.5% |
| EPS（希薄化後） | $0.11 | — |
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 | $1.3B | ||
| Q3 25 | $269.2M | $1.3B | ||
| Q2 25 | $215.4M | $1.3B | ||
| Q1 25 | $172.3M | $1.3B | ||
| Q4 24 | $223.5M | $1.2B | ||
| Q3 24 | $204.0M | $1.2B | ||
| Q2 24 | $202.5M | $1.2B | ||
| Q1 24 | $152.2M | $1.2B |
| Q4 25 | $8.0M | $145.4M | ||
| Q3 25 | $35.9M | $145.1M | ||
| Q2 25 | $29.8M | $165.2M | ||
| Q1 25 | $20.4M | $140.2M | ||
| Q4 24 | $31.1M | $190.0M | ||
| Q3 24 | $30.9M | $127.2M | ||
| Q2 24 | $24.2M | $92.4M | ||
| Q1 24 | $17.4M | $91.6M |
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.0% | — | ||
| Q2 25 | 48.5% | — | ||
| Q1 25 | 47.9% | — | ||
| Q4 24 | 49.6% | — | ||
| Q3 24 | 51.4% | — | ||
| Q2 24 | 47.8% | — | ||
| Q1 24 | 52.0% | — |
| Q4 25 | 9.4% | 26.1% | ||
| Q3 25 | 10.7% | 24.3% | ||
| Q2 25 | 14.7% | 26.6% | ||
| Q1 25 | 15.0% | 25.2% | ||
| Q4 24 | 19.7% | 32.4% | ||
| Q3 24 | 21.7% | 26.2% | ||
| Q2 24 | 18.6% | 23.6% | ||
| Q1 24 | 16.6% | 16.2% |
| Q4 25 | 3.3% | 11.4% | ||
| Q3 25 | 13.3% | 11.2% | ||
| Q2 25 | 13.8% | 12.8% | ||
| Q1 25 | 11.8% | 11.1% | ||
| Q4 24 | 13.9% | 15.3% | ||
| Q3 24 | 15.2% | 10.2% | ||
| Q2 24 | 12.0% | 7.7% | ||
| Q1 24 | 11.5% | 7.6% |
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.52 | — | ||
| Q2 25 | $0.44 | — | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.47 | — | ||
| Q3 24 | $0.45 | — | ||
| Q2 24 | $0.35 | — | ||
| Q1 24 | $0.26 | — |
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 | $80.8M |
| 総負債低いほど良い | $214.0M | $7.4B |
| 株主資本純資産 | $1.5B | $3.8B |
| 総資産 | $2.9B | $15.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.15× | 1.95× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $792.9M | $80.8M | ||
| Q3 25 | $1.1B | $62.8M | ||
| Q2 25 | $463.2M | $45.2M | ||
| Q1 25 | $475.6M | $3.7M | ||
| Q4 24 | $426.8M | $96.2M | ||
| Q3 24 | $353.8M | $95.3M | ||
| Q2 24 | $343.6M | $37.9M | ||
| Q1 24 | $230.0M | $4.0M |
| Q4 25 | $214.0M | $7.4B | ||
| Q3 25 | $242.0M | $7.3B | ||
| Q2 25 | $225.1M | $6.8B | ||
| Q1 25 | $202.5M | $7.6B | ||
| Q4 24 | $150.0M | $7.5B | ||
| Q3 24 | $150.0M | $7.5B | ||
| Q2 24 | $90.5M | $7.5B | ||
| Q1 24 | $60.0M | $7.6B |
| Q4 25 | $1.5B | $3.8B | ||
| Q3 25 | $1.4B | $3.7B | ||
| Q2 25 | $986.5M | $3.7B | ||
| Q1 25 | $949.1M | $3.6B | ||
| Q4 24 | $904.6M | $3.8B | ||
| Q3 24 | $888.2M | $3.9B | ||
| Q2 24 | $833.2M | $3.8B | ||
| Q1 24 | $796.2M | $3.7B |
| Q4 25 | $2.9B | $15.8B | ||
| Q3 25 | $2.8B | $16.0B | ||
| Q2 25 | $2.0B | $16.0B | ||
| Q1 25 | $1.9B | $15.8B | ||
| Q4 24 | $1.9B | $16.1B | ||
| Q3 24 | $1.8B | $16.1B | ||
| Q2 24 | $1.7B | $16.0B | ||
| Q1 24 | $1.6B | $15.9B |
| Q4 25 | 0.15× | 1.95× | ||
| Q3 25 | 0.17× | 1.99× | ||
| Q2 25 | 0.23× | 1.84× | ||
| Q1 25 | 0.21× | 2.10× | ||
| Q4 24 | 0.17× | 1.98× | ||
| Q3 24 | 0.17× | 1.93× | ||
| Q2 24 | 0.11× | 1.98× | ||
| Q1 24 | 0.08× | 2.03× |
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 | $373.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $20.1M | $323.5M |
| FCFマージンFCF / 売上 | 8.2% | 25.4% |
| 設備投資強度設備投資 / 売上 | 5.6% | 3.9% |
| キャッシュ転換率営業CF / 純利益 | 4.21× | 2.57× |
| 直近12ヶ月FCF直近4四半期 | $-66.6M | $1.7B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $33.9M | $373.6M | ||
| Q3 25 | $-4.6M | $480.1M | ||
| Q2 25 | $-44.9M | $563.9M | ||
| Q1 25 | $5.3M | $466.6M | ||
| Q4 24 | $88.6M | $459.7M | ||
| Q3 24 | $11.9M | $498.2M | ||
| Q2 24 | $61.6M | $563.2M | ||
| Q1 24 | $-9.6M | $363.8M |
| Q4 25 | $20.1M | $323.5M | ||
| Q3 25 | $-15.6M | $437.4M | ||
| Q2 25 | $-59.6M | $526.3M | ||
| Q1 25 | $-11.4M | $421.2M | ||
| Q4 24 | $77.2M | $426.0M | ||
| Q3 24 | $-20.6M | $455.5M | ||
| Q2 24 | $48.5M | $516.5M | ||
| Q1 24 | $-35.1M | $323.1M |
| Q4 25 | 8.2% | 25.4% | ||
| Q3 25 | -5.8% | 33.7% | ||
| Q2 25 | -27.7% | 40.9% | ||
| Q1 25 | -6.6% | 33.2% | ||
| Q4 24 | 34.5% | 34.3% | ||
| Q3 24 | -10.1% | 36.6% | ||
| Q2 24 | 24.0% | 42.9% | ||
| Q1 24 | -23.0% | 26.7% |
| Q4 25 | 5.6% | 3.9% | ||
| Q3 25 | 4.1% | 3.3% | ||
| Q2 25 | 6.8% | 2.9% | ||
| Q1 25 | 9.7% | 3.6% | ||
| Q4 24 | 5.1% | 2.7% | ||
| Q3 24 | 16.0% | 3.4% | ||
| Q2 24 | 6.5% | 3.9% | ||
| Q1 24 | 16.7% | 3.4% |
| Q4 25 | 4.21× | 2.57× | ||
| Q3 25 | -0.13× | 3.31× | ||
| Q2 25 | -1.51× | 3.41× | ||
| Q1 25 | 0.26× | 3.33× | ||
| Q4 24 | 2.85× | 2.42× | ||
| Q3 24 | 0.39× | 3.92× | ||
| Q2 24 | 2.54× | 6.10× | ||
| Q1 24 | -0.55× | 3.97× |
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% |
ADT
| Recurring Monthly Revenue | $1.0B | 82% |
| Installation Revenue | $103.0M | 8% |
| Amortization Of Deferred Subscriber Acquisition Revenue | $89.9M | 7% |
| Other Related Services | $36.0M | 3% |
