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ACM Research, Inc.（ACMR）とAMTECH SYSTEMS INC（ASYS）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
ACM Research, Inc.の直近四半期売上が大きい（$244.4M vs $19.0M、AMTECH SYSTEMS INCの約12.9倍）。ACM Research, Inc.の純利益率が高く（3.3% vs 0.6%、差は2.7%）。ACM Research, Inc.の前年同期比売上増加率が高い（9.4% vs -22.2%）。ACM Research, Inc.の直近四半期フリーキャッシュフローが多い（$20.1M vs $3.8M）。過去8四半期でACM Research, Inc.の売上複合成長率が高い（26.7% vs -13.6%）
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。
Amtech Systems Incは半導体、太陽光発電、LED製造分野向けの高度な熱処理装置および自動化装置をグローバルに製造販売する企業です。主な製品にははんだ付け、拡散、成膜システムがあり、北米、東アジア、西ヨーロッパを中心に電子部品・クリーンエネルギー製造企業を顧客としています。
ACMR vs ASYS — 直接比較
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $19.0M |
| 純利益 | $8.0M | $108.0K |
| 粗利率 | 40.9% | 44.8% |
| 営業利益率 | 9.4% | 4.1% |
| 純利益率 | 3.3% | 0.6% |
| 売上前年比 | 9.4% | -22.2% |
| 純利益前年比 | -74.1% | -65.4% |
| EPS（希薄化後） | $0.11 | $0.01 |
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 | $19.0M | ||
| Q3 25 | $269.2M | $19.8M | ||
| Q2 25 | $215.4M | $19.6M | ||
| Q1 25 | $172.3M | $15.6M | ||
| Q4 24 | $223.5M | $24.4M | ||
| Q3 24 | $204.0M | $24.1M | ||
| Q2 24 | $202.5M | $26.7M | ||
| Q1 24 | $152.2M | $25.4M |
| Q4 25 | $8.0M | $108.0K | ||
| Q3 25 | $35.9M | $1.1M | ||
| Q2 25 | $29.8M | $106.0K | ||
| Q1 25 | $20.4M | $-31.8M | ||
| Q4 24 | $31.1M | $312.0K | ||
| Q3 24 | $30.9M | $-536.0K | ||
| Q2 24 | $24.2M | $438.0K | ||
| Q1 24 | $17.4M | $970.0K |
| Q4 25 | 40.9% | 44.8% | ||
| Q3 25 | 42.0% | 44.4% | ||
| Q2 25 | 48.5% | 46.7% | ||
| Q1 25 | 47.9% | -2.1% | ||
| Q4 24 | 49.6% | 38.4% | ||
| Q3 24 | 51.4% | 40.7% | ||
| Q2 24 | 47.8% | 36.5% | ||
| Q1 24 | 52.0% | 33.2% |
| Q4 25 | 9.4% | 4.1% | ||
| Q3 25 | 10.7% | 9.3% | ||
| Q2 25 | 14.7% | 4.7% | ||
| Q1 25 | 15.0% | -202.7% | ||
| Q4 24 | 19.7% | 1.4% | ||
| Q3 24 | 21.7% | 0.1% | ||
| Q2 24 | 18.6% | 3.1% | ||
| Q1 24 | 16.6% | 5.4% |
| Q4 25 | 3.3% | 0.6% | ||
| Q3 25 | 13.3% | 5.4% | ||
| Q2 25 | 13.8% | 0.5% | ||
| Q1 25 | 11.8% | -204.2% | ||
| Q4 24 | 13.9% | 1.3% | ||
| Q3 24 | 15.2% | -2.2% | ||
| Q2 24 | 12.0% | 1.6% | ||
| Q1 24 | 11.5% | 3.8% |
| Q4 25 | $0.11 | $0.01 | ||
| Q3 25 | $0.52 | $0.08 | ||
| Q2 25 | $0.44 | $0.01 | ||
| Q1 25 | $0.30 | $-2.23 | ||
| Q4 24 | $0.47 | $0.02 | ||
| Q3 24 | $0.45 | $-0.04 | ||
| Q2 24 | $0.35 | $0.03 | ||
| Q1 24 | $0.26 | $0.07 |
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 | $22.1M |
| 総負債低いほど良い | $214.0M | $162.0K |
| 株主資本純資産 | $1.5B | $54.1M |
| 総資産 | $2.9B | $94.1M |
| 負債/資本比率低いほどレバレッジが低い | 0.15× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $792.9M | $22.1M | ||
| Q3 25 | $1.1B | $17.9M | ||
| Q2 25 | $463.2M | $15.6M | ||
| Q1 25 | $475.6M | $13.4M | ||
| Q4 24 | $426.8M | $13.2M | ||
| Q3 24 | $353.8M | $11.1M | ||
| Q2 24 | $343.6M | $13.2M | ||
| Q1 24 | $230.0M | $13.0M |
| Q4 25 | $214.0M | $162.0K | ||
| Q3 25 | $242.0M | $168.0K | ||
| Q2 25 | $225.1M | $127.0K | ||
| Q1 25 | $202.5M | $135.0K | ||
| Q4 24 | $150.0M | $161.0K | ||
| Q3 24 | $150.0M | $189.0K | ||
| Q2 24 | $90.5M | $177.0K | ||
| Q1 24 | $60.0M | $65.0K |
| Q4 25 | $1.5B | $54.1M | ||
| Q3 25 | $1.4B | $53.4M | ||
| Q2 25 | $986.5M | $51.7M | ||
| Q1 25 | $949.1M | $51.0M | ||
| Q4 24 | $904.6M | $82.4M | ||
| Q3 24 | $888.2M | $82.4M | ||
| Q2 24 | $833.2M | $81.7M | ||
| Q1 24 | $796.2M | $80.9M |
| Q4 25 | $2.9B | $94.1M | ||
| Q3 25 | $2.8B | $92.9M | ||
| Q2 25 | $2.0B | $89.5M | ||
| Q1 25 | $1.9B | $83.4M | ||
| Q4 24 | $1.9B | $117.8M | ||
| Q3 24 | $1.8B | $119.3M | ||
| Q2 24 | $1.7B | $127.1M | ||
| Q1 24 | $1.6B | $116.5M |
| Q4 25 | 0.15× | 0.00× | ||
| Q3 25 | 0.17× | 0.00× | ||
| Q2 25 | 0.23× | 0.00× | ||
| Q1 25 | 0.21× | 0.00× | ||
| Q4 24 | 0.17× | 0.00× | ||
| Q3 24 | 0.17× | 0.00× | ||
| Q2 24 | 0.11× | 0.00× | ||
| Q1 24 | 0.08× | 0.00× |
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 | $4.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $20.1M | $3.8M |
| FCFマージンFCF / 売上 | 8.2% | 20.2% |
| 設備投資強度設備投資 / 売上 | 5.6% | 1.5% |
| キャッシュ転換率営業CF / 純利益 | 4.21× | 37.99× |
| 直近12ヶ月FCF直近4四半期 | $-66.6M | $8.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $33.9M | $4.1M | ||
| Q3 25 | $-4.6M | $2.3M | ||
| Q2 25 | $-44.9M | $2.5M | ||
| Q1 25 | $5.3M | $210.0K | ||
| Q4 24 | $88.6M | $2.9M | ||
| Q3 24 | $11.9M | $879.0K | ||
| Q2 24 | $61.6M | $3.7M | ||
| Q1 24 | $-9.6M | $336.0K |
| Q4 25 | $20.1M | $3.8M | ||
| Q3 25 | $-15.6M | $2.0M | ||
| Q2 25 | $-59.6M | $2.0M | ||
| Q1 25 | $-11.4M | $201.0K | ||
| Q4 24 | $77.2M | $2.7M | ||
| Q3 24 | $-20.6M | $447.0K | ||
| Q2 24 | $48.5M | $322.0K | ||
| Q1 24 | $-35.1M | $-884.0K |
| Q4 25 | 8.2% | 20.2% | ||
| Q3 25 | -5.8% | 10.2% | ||
| Q2 25 | -27.7% | 10.1% | ||
| Q1 25 | -6.6% | 1.3% | ||
| Q4 24 | 34.5% | 11.2% | ||
| Q3 24 | -10.1% | 1.9% | ||
| Q2 24 | 24.0% | 1.2% | ||
| Q1 24 | -23.0% | -3.5% |
| Q4 25 | 5.6% | 1.5% | ||
| Q3 25 | 4.1% | 1.2% | ||
| Q2 25 | 6.8% | 2.8% | ||
| Q1 25 | 9.7% | 0.1% | ||
| Q4 24 | 5.1% | 0.6% | ||
| Q3 24 | 16.0% | 1.8% | ||
| Q2 24 | 6.5% | 12.5% | ||
| Q1 24 | 16.7% | 4.8% |
| Q4 25 | 4.21× | 37.99× | ||
| Q3 25 | -0.13× | 2.12× | ||
| Q2 25 | -1.51× | 23.89× | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 2.85× | 9.19× | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 2.54× | 8.35× | ||
| Q1 24 | -0.55× | 0.35× |
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% |
ASYS
| Thermal Processing Solutions | $14.0M | 74% |
| Semiconductor Fabrication Solutions | $5.0M | 26% |
