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ACM Research, Inc.（ACMR）とBroadridge Financial Solutions（BR）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
Broadridge Financial Solutionsの直近四半期売上が大きい（$1.7B vs $244.4M、ACM Research, Inc.の約7.0倍）。Broadridge Financial Solutionsの純利益率が高く（16.6% vs 3.3%、差は13.3%）。ACM Research, Inc.の前年同期比売上増加率が高い（9.4% vs -5.4%）。過去8四半期でACM Research, Inc.の売上複合成長率が高い（26.7% vs 10.4%）
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。
Broadridge Financial Solutions, Inc.はニューヨーク州レイクサクセスに本社を置く上場企業向けサービス・金融テクノロジー企業です。2007年にADPから分社して設立され、金融業界の顧客に対して株主委任状や年次報告書などの金融文書、バーチャル株主総会などの株主コミュニケーションソリューションを提供しています。
ACMR vs BR — 直接比較
売上が大きい
BR
7.0倍大きい
$244.4M
売上成長率が高い
ACMR
+14.8%の差
-5.4%
純利益率が高い
BR
純利益率が13.3%高い
3.3%
2年売上CAGRが高い
ACMR
2年複合成長率
10.4%
損益計算書 — Q4 2025 vs Q2 2026
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $1.7B |
| 純利益 | $8.0M | $284.6M |
| 粗利率 | 40.9% | 27.6% |
| 営業利益率 | 9.4% | 12.0% |
| 純利益率 | 3.3% | 16.6% |
| 売上前年比 | 9.4% | -5.4% |
| 純利益前年比 | -74.1% | 17.1% |
| EPS（希薄化後） | $0.11 | $2.42 |
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
売上ACMRBR
| Q4 25 | $244.4M | $1.7B | ||
| Q3 25 | $269.2M | — | ||
| Q2 25 | $215.4M | $2.1B | ||
| Q1 25 | $172.3M | $1.8B | ||
| Q4 24 | $223.5M | $1.6B | ||
| Q3 24 | $204.0M | $1.4B | ||
| Q2 24 | $202.5M | $1.9B | ||
| Q1 24 | $152.2M | $1.7B |
純利益ACMRBR
| Q4 25 | $8.0M | $284.6M | ||
| Q3 25 | $35.9M | — | ||
| Q2 25 | $29.8M | $374.2M | ||
| Q1 25 | $20.4M | $243.1M | ||
| Q4 24 | $31.1M | $142.4M | ||
| Q3 24 | $30.9M | $79.8M | ||
| Q2 24 | $24.2M | $323.2M | ||
| Q1 24 | $17.4M | $213.7M |
粗利率ACMRBR
| Q4 25 | 40.9% | 27.6% | ||
| Q3 25 | 42.0% | — | ||
| Q2 25 | 48.5% | 37.3% | ||
| Q1 25 | 47.9% | 31.8% | ||
| Q4 24 | 49.6% | 27.9% | ||
| Q3 24 | 51.4% | 24.5% | ||
| Q2 24 | 47.8% | 35.5% | ||
| Q1 24 | 52.0% | 31.2% |
営業利益率ACMRBR
| Q4 25 | 9.4% | 12.0% | ||
| Q3 25 | 10.7% | — | ||
| Q2 25 | 14.7% | 24.1% | ||
| Q1 25 | 15.0% | 19.0% | ||
| Q4 24 | 19.7% | 13.3% | ||
| Q3 24 | 21.7% | 9.4% | ||
| Q2 24 | 18.6% | 22.7% | ||
| Q1 24 | 16.6% | 17.5% |
純利益率ACMRBR
| Q4 25 | 3.3% | 16.6% | ||
| Q3 25 | 13.3% | — | ||
| Q2 25 | 13.8% | 18.1% | ||
| Q1 25 | 11.8% | 13.4% | ||
| Q4 24 | 13.9% | 9.0% | ||
| Q3 24 | 15.2% | 5.6% | ||
| Q2 24 | 12.0% | 16.6% | ||
| Q1 24 | 11.5% | 12.4% |
EPS（希薄化後）ACMRBR
| Q4 25 | $0.11 | $2.42 | ||
| Q3 25 | $0.52 | — | ||
| Q2 25 | $0.44 | $3.17 | ||
| Q1 25 | $0.30 | $2.05 | ||
| Q4 24 | $0.47 | $1.20 | ||
| Q3 24 | $0.45 | $0.68 | ||
| Q2 24 | $0.35 | $2.72 | ||
| Q1 24 | $0.26 | $1.79 |
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 | $371.5M |
| 総負債低いほど良い | $214.0M | $3.2B |
| 株主資本純資産 | $1.5B | $2.9B |
| 総資産 | $2.9B | $8.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.15× | 1.10× |
8四半期トレンド — 暦四半期で整列
現金・短期投資ACMRBR
| Q4 25 | $792.9M | $371.5M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $463.2M | $562.2M | ||
| Q1 25 | $475.6M | $317.9M | ||
| Q4 24 | $426.8M | $290.6M | ||
| Q3 24 | $353.8M | $293.5M | ||
| Q2 24 | $343.6M | $305.2M | ||
| Q1 24 | $230.0M | $236.4M |
総負債ACMRBR
| Q4 25 | $214.0M | $3.2B | ||
| Q3 25 | $242.0M | — | ||
| Q2 25 | $225.1M | $3.3B | ||
| Q1 25 | $202.5M | $3.4B | ||
| Q4 24 | $150.0M | $3.7B | ||
| Q3 24 | $150.0M | $3.6B | ||
| Q2 24 | $90.5M | $3.4B | ||
| Q1 24 | $60.0M | $3.5B |
株主資本ACMRBR
| Q4 25 | $1.5B | $2.9B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $986.5M | $2.7B | ||
| Q1 25 | $949.1M | $2.4B | ||
| Q4 24 | $904.6M | $2.2B | ||
| Q3 24 | $888.2M | $2.2B | ||
| Q2 24 | $833.2M | $2.2B | ||
| Q1 24 | $796.2M | $2.3B |
総資産ACMRBR
| Q4 25 | $2.9B | $8.6B | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.0B | $8.5B | ||
| Q1 25 | $1.9B | $8.3B | ||
| Q4 24 | $1.9B | $8.2B | ||
| Q3 24 | $1.8B | $8.0B | ||
| Q2 24 | $1.7B | $8.2B | ||
| Q1 24 | $1.6B | $8.2B |
負債/資本比率ACMRBR
| Q4 25 | 0.15× | 1.10× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.23× | 1.22× | ||
| Q1 25 | 0.21× | 1.44× | ||
| Q4 24 | 0.17× | 1.64× | ||
| Q3 24 | 0.17× | 1.63× | ||
| Q2 24 | 0.11× | 1.55× | ||
| Q1 24 | 0.08× | 1.55× |
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 | — |
| 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× | — |
| 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
営業キャッシュフローACMRBR
| Q4 25 | $33.9M | — | ||
| Q3 25 | $-4.6M | — | ||
| Q2 25 | $-44.9M | $699.7M | ||
| Q1 25 | $5.3M | $360.4M | ||
| Q4 24 | $88.6M | $236.7M | ||
| Q3 24 | $11.9M | $-125.5M | ||
| Q2 24 | $61.6M | $721.0M | ||
| Q1 24 | $-9.6M | $207.4M |
フリーキャッシュフローACMRBR
| Q4 25 | $20.1M | — | ||
| Q3 25 | $-15.6M | — | ||
| Q2 25 | $-59.6M | $684.1M | ||
| Q1 25 | $-11.4M | $348.9M | ||
| Q4 24 | $77.2M | $227.9M | ||
| Q3 24 | $-20.6M | $-133.4M | ||
| Q2 24 | $48.5M | $703.2M | ||
| Q1 24 | $-35.1M | $184.6M |
FCFマージンACMRBR
| Q4 25 | 8.2% | — | ||
| Q3 25 | -5.8% | — | ||
| Q2 25 | -27.7% | 33.1% | ||
| Q1 25 | -6.6% | 19.3% | ||
| Q4 24 | 34.5% | 14.3% | ||
| Q3 24 | -10.1% | -9.4% | ||
| Q2 24 | 24.0% | 36.2% | ||
| Q1 24 | -23.0% | 10.7% |
設備投資強度ACMRBR
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 6.8% | 0.8% | ||
| Q1 25 | 9.7% | 0.6% | ||
| Q4 24 | 5.1% | 0.6% | ||
| Q3 24 | 16.0% | 0.6% | ||
| Q2 24 | 6.5% | 0.9% | ||
| Q1 24 | 16.7% | 1.3% |
キャッシュ転換率ACMRBR
| Q4 25 | 4.21× | — | ||
| Q3 25 | -0.13× | — | ||
| Q2 25 | -1.51× | 1.87× | ||
| Q1 25 | 0.26× | 1.48× | ||
| Q4 24 | 2.85× | 1.66× | ||
| Q3 24 | 0.39× | -1.57× | ||
| Q2 24 | 2.54× | 2.23× | ||
| Q1 24 | -0.55× | 0.97× |
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% |
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
