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ACM Research, Inc.（ACMR）とJ&J SNACK FOODS CORP（JJSF）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
J&J SNACK FOODS CORPの直近四半期売上が大きい（$343.8M vs $244.4M、ACM Research, Inc.の約1.4倍）。ACM Research, Inc.の純利益率が高く（3.3% vs 0.3%、差は3.0%）。ACM Research, Inc.の前年同期比売上増加率が高い（9.4% vs -5.2%）。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 $17.0M）。過去8四半期でACM Research, Inc.の売上複合成長率が高い（26.7% vs -2.2%）
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。
J&Jスナックフーズ社は米国の有名なブランドスナック菓子・冷凍飲料の製造・販売・流通業者で、本社はニュージャージー州マウントローレルに所在します。米国44州、メキシコ、カナダに175を超える生産・保管・流通拠点を構え、ナスダックグローバルセレクト市場に上場し、国内外の市場に事業を展開しています。
ACMR vs JJSF — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $343.8M |
| 純利益 | $8.0M | $883.0K |
| 粗利率 | 40.9% | 27.9% |
| 営業利益率 | 9.4% | 0.2% |
| 純利益率 | 3.3% | 0.3% |
| 売上前年比 | 9.4% | -5.2% |
| 純利益前年比 | -74.1% | -82.8% |
| EPS（希薄化後） | $0.11 | $0.05 |
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 | $343.8M | ||
| Q3 25 | $269.2M | $410.2M | ||
| Q2 25 | $215.4M | $454.3M | ||
| Q1 25 | $172.3M | $356.1M | ||
| Q4 24 | $223.5M | $362.6M | ||
| Q3 24 | $204.0M | $426.8M | ||
| Q2 24 | $202.5M | $440.0M | ||
| Q1 24 | $152.2M | $359.7M |
| Q4 25 | $8.0M | $883.0K | ||
| Q3 25 | $35.9M | $11.4M | ||
| Q2 25 | $29.8M | $44.2M | ||
| Q1 25 | $20.4M | $4.8M | ||
| Q4 24 | $31.1M | $5.1M | ||
| Q3 24 | $30.9M | $29.6M | ||
| Q2 24 | $24.2M | $36.3M | ||
| Q1 24 | $17.4M | $13.3M |
| Q4 25 | 40.9% | 27.9% | ||
| Q3 25 | 42.0% | 31.7% | ||
| Q2 25 | 48.5% | 33.0% | ||
| Q1 25 | 47.9% | 26.9% | ||
| Q4 24 | 49.6% | 25.9% | ||
| Q3 24 | 51.4% | 31.8% | ||
| Q2 24 | 47.8% | 33.6% | ||
| Q1 24 | 52.0% | 30.1% |
| Q4 25 | 9.4% | 0.2% | ||
| Q3 25 | 10.7% | 2.8% | ||
| Q2 25 | 14.7% | 13.3% | ||
| Q1 25 | 15.0% | 1.7% | ||
| Q4 24 | 19.7% | 1.7% | ||
| Q3 24 | 21.7% | 9.3% | ||
| Q2 24 | 18.6% | 11.4% | ||
| Q1 24 | 16.6% | 5.0% |
| Q4 25 | 3.3% | 0.3% | ||
| Q3 25 | 13.3% | 2.8% | ||
| Q2 25 | 13.8% | 9.7% | ||
| Q1 25 | 11.8% | 1.4% | ||
| Q4 24 | 13.9% | 1.4% | ||
| Q3 24 | 15.2% | 6.9% | ||
| Q2 24 | 12.0% | 8.3% | ||
| Q1 24 | 11.5% | 3.7% |
| Q4 25 | $0.11 | $0.05 | ||
| Q3 25 | $0.52 | $0.59 | ||
| Q2 25 | $0.44 | $2.26 | ||
| Q1 25 | $0.30 | $0.25 | ||
| Q4 24 | $0.47 | $0.26 | ||
| Q3 24 | $0.45 | $1.52 | ||
| Q2 24 | $0.35 | $1.87 | ||
| Q1 24 | $0.26 | $0.69 |
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 | $66.8M |
| 総負債低いほど良い | $214.0M | — |
| 株主資本純資産 | $1.5B | $912.9M |
| 総資産 | $2.9B | $1.3B |
| 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 | $66.8M | ||
| Q3 25 | $1.1B | $105.9M | ||
| Q2 25 | $463.2M | $77.4M | ||
| Q1 25 | $475.6M | $48.5M | ||
| Q4 24 | $426.8M | $73.6M | ||
| Q3 24 | $353.8M | $73.4M | ||
| Q2 24 | $343.6M | $64.0M | ||
| Q1 24 | $230.0M | $43.6M |
| 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 | $912.9M | ||
| Q3 25 | $1.4B | $966.7M | ||
| Q2 25 | $986.5M | $969.9M | ||
| Q1 25 | $949.1M | $935.0M | ||
| Q4 24 | $904.6M | $946.8M | ||
| Q3 24 | $888.2M | $957.0M | ||
| Q2 24 | $833.2M | $937.9M | ||
| Q1 24 | $796.2M | $915.7M |
| Q4 25 | $2.9B | $1.3B | ||
| Q3 25 | $2.8B | $1.4B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.6B | $1.3B |
| 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 | $36.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $20.1M | $17.0M |
| FCFマージンFCF / 売上 | 8.2% | 4.9% |
| 設備投資強度設備投資 / 売上 | 5.6% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 4.21× | 40.73× |
| 直近12ヶ月FCF直近4四半期 | $-66.6M | $83.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $33.9M | $36.0M | ||
| Q3 25 | $-4.6M | $66.4M | ||
| Q2 25 | $-44.9M | $51.2M | ||
| Q1 25 | $5.3M | $12.3M | ||
| Q4 24 | $88.6M | $35.2M | ||
| Q3 24 | $11.9M | $46.3M | ||
| Q2 24 | $61.6M | $65.0M | ||
| Q1 24 | $-9.6M | $12.7M |
| Q4 25 | $20.1M | $17.0M | ||
| Q3 25 | $-15.6M | $44.8M | ||
| Q2 25 | $-59.6M | $28.5M | ||
| Q1 25 | $-11.4M | $-7.2M | ||
| Q4 24 | $77.2M | $16.1M | ||
| Q3 24 | $-20.6M | $29.1M | ||
| Q2 24 | $48.5M | $45.3M | ||
| Q1 24 | $-35.1M | $-4.0M |
| Q4 25 | 8.2% | 4.9% | ||
| Q3 25 | -5.8% | 10.9% | ||
| Q2 25 | -27.7% | 6.3% | ||
| Q1 25 | -6.6% | -2.0% | ||
| Q4 24 | 34.5% | 4.4% | ||
| Q3 24 | -10.1% | 6.8% | ||
| Q2 24 | 24.0% | 10.3% | ||
| Q1 24 | -23.0% | -1.1% |
| Q4 25 | 5.6% | 5.5% | ||
| Q3 25 | 4.1% | 5.3% | ||
| Q2 25 | 6.8% | 5.0% | ||
| Q1 25 | 9.7% | 5.5% | ||
| Q4 24 | 5.1% | 5.3% | ||
| Q3 24 | 16.0% | 4.0% | ||
| Q2 24 | 6.5% | 4.5% | ||
| Q1 24 | 16.7% | 4.6% |
| Q4 25 | 4.21× | 40.73× | ||
| Q3 25 | -0.13× | 5.84× | ||
| Q2 25 | -1.51× | 1.16× | ||
| Q1 25 | 0.26× | 2.55× | ||
| Q4 24 | 2.85× | 6.84× | ||
| Q3 24 | 0.39× | 1.56× | ||
| Q2 24 | 2.54× | 1.79× | ||
| Q1 24 | -0.55× | 0.96× |
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
