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ACM Research, Inc.（ACMR）とCSG SYSTEMS INTERNATIONAL INC（CSGS）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
CSG SYSTEMS INTERNATIONAL INCの直近四半期売上が大きい（$323.1M vs $244.4M、ACM Research, Inc.の約1.3倍）。ACM Research, Inc.の純利益率が高く（3.3% vs 2.2%、差は1.1%）。ACM Research, Inc.の前年同期比売上増加率が高い（9.4% vs 2.0%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M 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 4.6%）
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。
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
ACMR vs CSGS — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $323.1M |
| 純利益 | $8.0M | $7.0M |
| 粗利率 | 40.9% | 50.0% |
| 営業利益率 | 9.4% | 9.0% |
| 純利益率 | 3.3% | 2.2% |
| 売上前年比 | 9.4% | 2.0% |
| 純利益前年比 | -74.1% | -79.7% |
| EPS（希薄化後） | $0.11 | $0.24 |
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 | $323.1M | ||
| Q3 25 | $269.2M | $303.6M | ||
| Q2 25 | $215.4M | $297.1M | ||
| Q1 25 | $172.3M | $299.5M | ||
| Q4 24 | $223.5M | $316.7M | ||
| Q3 24 | $204.0M | $295.1M | ||
| Q2 24 | $202.5M | $290.3M | ||
| Q1 24 | $152.2M | $295.1M |
| Q4 25 | $8.0M | $7.0M | ||
| Q3 25 | $35.9M | $20.5M | ||
| Q2 25 | $29.8M | $12.3M | ||
| Q1 25 | $20.4M | $16.1M | ||
| Q4 24 | $31.1M | $34.5M | ||
| Q3 24 | $30.9M | $19.1M | ||
| Q2 24 | $24.2M | $13.8M | ||
| Q1 24 | $17.4M | $19.5M |
| Q4 25 | 40.9% | 50.0% | ||
| Q3 25 | 42.0% | 48.1% | ||
| Q2 25 | 48.5% | 49.5% | ||
| Q1 25 | 47.9% | 48.4% | ||
| Q4 24 | 49.6% | 51.3% | ||
| Q3 24 | 51.4% | 49.4% | ||
| Q2 24 | 47.8% | 47.3% | ||
| Q1 24 | 52.0% | 46.5% |
| Q4 25 | 9.4% | 9.0% | ||
| Q3 25 | 10.7% | 10.0% | ||
| Q2 25 | 14.7% | 10.0% | ||
| Q1 25 | 15.0% | 9.8% | ||
| Q4 24 | 19.7% | 13.4% | ||
| Q3 24 | 21.7% | 10.8% | ||
| Q2 24 | 18.6% | 8.8% | ||
| Q1 24 | 16.6% | 10.8% |
| Q4 25 | 3.3% | 2.2% | ||
| Q3 25 | 13.3% | 6.7% | ||
| Q2 25 | 13.8% | 4.1% | ||
| Q1 25 | 11.8% | 5.4% | ||
| Q4 24 | 13.9% | 10.9% | ||
| Q3 24 | 15.2% | 6.5% | ||
| Q2 24 | 12.0% | 4.8% | ||
| Q1 24 | 11.5% | 6.6% |
| Q4 25 | $0.11 | $0.24 | ||
| Q3 25 | $0.52 | $0.73 | ||
| Q2 25 | $0.44 | $0.44 | ||
| Q1 25 | $0.30 | $0.57 | ||
| Q4 24 | $0.47 | $1.20 | ||
| Q3 24 | $0.45 | $0.67 | ||
| Q2 24 | $0.35 | $0.48 | ||
| Q1 24 | $0.26 | $0.68 |
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 | $180.0M |
| 総負債低いほど良い | $214.0M | $539.5M |
| 株主資本純資産 | $1.5B | $283.7M |
| 総資産 | $2.9B | $1.5B |
| 負債/資本比率低いほどレバレッジが低い | 0.15× | 1.90× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $792.9M | $180.0M | ||
| Q3 25 | $1.1B | $158.4M | ||
| Q2 25 | $463.2M | $145.9M | ||
| Q1 25 | $475.6M | $136.0M | ||
| Q4 24 | $426.8M | $161.8M | ||
| Q3 24 | $353.8M | $118.4M | ||
| Q2 24 | $343.6M | $110.4M | ||
| Q1 24 | $230.0M | $120.8M |
| Q4 25 | $214.0M | $539.5M | ||
| Q3 25 | $242.0M | $538.6M | ||
| Q2 25 | $225.1M | $537.8M | ||
| Q1 25 | $202.5M | $537.6M | ||
| Q4 24 | $150.0M | $538.5M | ||
| Q3 24 | $150.0M | $539.5M | ||
| Q2 24 | $90.5M | $540.5M | ||
| Q1 24 | $60.0M | $541.5M |
| Q4 25 | $1.5B | $283.7M | ||
| Q3 25 | $1.4B | $289.5M | ||
| Q2 25 | $986.5M | $290.7M | ||
| Q1 25 | $949.1M | $283.1M | ||
| Q4 24 | $904.6M | $282.6M | ||
| Q3 24 | $888.2M | $288.4M | ||
| Q2 24 | $833.2M | $273.3M | ||
| Q1 24 | $796.2M | $269.3M |
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.9B | $1.5B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.6B | $1.3B |
| Q4 25 | 0.15× | 1.90× | ||
| Q3 25 | 0.17× | 1.86× | ||
| Q2 25 | 0.23× | 1.85× | ||
| Q1 25 | 0.21× | 1.90× | ||
| Q4 24 | 0.17× | 1.91× | ||
| Q3 24 | 0.17× | 1.87× | ||
| Q2 24 | 0.11× | 1.98× | ||
| Q1 24 | 0.08× | 2.01× |
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 | $59.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $20.1M | $55.8M |
| FCFマージンFCF / 売上 | 8.2% | 17.3% |
| 設備投資強度設備投資 / 売上 | 5.6% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | 4.21× | 8.46× |
| 直近12ヶ月FCF直近4四半期 | $-66.6M | $141.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $33.9M | $59.2M | ||
| Q3 25 | $-4.6M | $47.9M | ||
| Q2 25 | $-44.9M | $37.3M | ||
| Q1 25 | $5.3M | $11.5M | ||
| Q4 24 | $88.6M | $82.5M | ||
| Q3 24 | $11.9M | $39.5M | ||
| Q2 24 | $61.6M | $43.1M | ||
| Q1 24 | $-9.6M | $-29.4M |
| Q4 25 | $20.1M | $55.8M | ||
| Q3 25 | $-15.6M | $43.9M | ||
| Q2 25 | $-59.6M | $34.6M | ||
| Q1 25 | $-11.4M | $7.1M | ||
| Q4 24 | $77.2M | $76.6M | ||
| Q3 24 | $-20.6M | $32.0M | ||
| Q2 24 | $48.5M | $38.8M | ||
| Q1 24 | $-35.1M | $-34.1M |
| Q4 25 | 8.2% | 17.3% | ||
| Q3 25 | -5.8% | 14.5% | ||
| Q2 25 | -27.7% | 11.6% | ||
| Q1 25 | -6.6% | 2.4% | ||
| Q4 24 | 34.5% | 24.2% | ||
| Q3 24 | -10.1% | 10.8% | ||
| Q2 24 | 24.0% | 13.4% | ||
| Q1 24 | -23.0% | -11.6% |
| Q4 25 | 5.6% | 1.1% | ||
| Q3 25 | 4.1% | 1.3% | ||
| Q2 25 | 6.8% | 0.9% | ||
| Q1 25 | 9.7% | 1.5% | ||
| Q4 24 | 5.1% | 1.9% | ||
| Q3 24 | 16.0% | 2.5% | ||
| Q2 24 | 6.5% | 1.5% | ||
| Q1 24 | 16.7% | 1.6% |
| Q4 25 | 4.21× | 8.46× | ||
| Q3 25 | -0.13× | 2.34× | ||
| Q2 25 | -1.51× | 3.04× | ||
| Q1 25 | 0.26× | 0.71× | ||
| Q4 24 | 2.85× | 2.39× | ||
| Q3 24 | 0.39× | 2.07× | ||
| Q2 24 | 2.54× | 3.12× | ||
| Q1 24 | -0.55× | -1.51× |
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% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
