vs
ACM Research, Inc.（ACMR）とRibbon Communications Inc.（RBBN）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 $162.6M、Ribbon Communications Inc.の約1.5倍）。Ribbon Communications Inc.の純利益率が高く（54.8% vs 3.3%、差は51.5%）。ACM Research, Inc.の前年同期比売上増加率が高い（9.4% vs -10.3%）。過去8四半期でACM Research, Inc.の売上複合成長率が高い（26.7% vs -8.1%）
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。
Ribbon Communications Inc.は通信事業者、企業、重要インフラ分野に向け、ソフトウェア、IPおよび光ネットワークソリューションを提供する企業です。2017年にGenbandとSonus Networksが合併して設立され、本社は米国テキサス州プレイノに置かれている上場企業です。
ACMR vs RBBN — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $162.6M |
| 純利益 | $8.0M | $89.1M |
| 粗利率 | 40.9% | 42.9% |
| 営業利益率 | 9.4% | 37.6% |
| 純利益率 | 3.3% | 54.8% |
| 売上前年比 | 9.4% | -10.3% |
| 純利益前年比 | -74.1% | — |
| EPS（希薄化後） | $0.11 | $0.50 |
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
| Q1 26 | — | $162.6M | ||
| Q4 25 | $244.4M | $227.3M | ||
| Q3 25 | $269.2M | $215.4M | ||
| Q2 25 | $215.4M | $220.6M | ||
| Q1 25 | $172.3M | $181.3M | ||
| Q4 24 | $223.5M | $251.4M | ||
| Q3 24 | $204.0M | $210.2M | ||
| Q2 24 | $202.5M | $192.6M |
| Q1 26 | — | $89.1M | ||
| Q4 25 | $8.0M | — | ||
| Q3 25 | $35.9M | $-12.1M | ||
| Q2 25 | $29.8M | $-11.1M | ||
| Q1 25 | $20.4M | $-26.2M | ||
| Q4 24 | $31.1M | — | ||
| Q3 24 | $30.9M | $-13.4M | ||
| Q2 24 | $24.2M | $-16.8M |
| Q1 26 | — | 42.9% | ||
| Q4 25 | 40.9% | 53.3% | ||
| Q3 25 | 42.0% | 50.1% | ||
| Q2 25 | 48.5% | 49.6% | ||
| Q1 25 | 47.9% | 45.4% | ||
| Q4 24 | 49.6% | 55.7% | ||
| Q3 24 | 51.4% | 52.1% | ||
| Q2 24 | 47.8% | 50.8% |
| Q1 26 | — | 37.6% | ||
| Q4 25 | 9.4% | 4.1% | ||
| Q3 25 | 10.7% | 1.3% | ||
| Q2 25 | 14.7% | 1.9% | ||
| Q1 25 | 15.0% | -10.8% | ||
| Q4 24 | 19.7% | 13.2% | ||
| Q3 24 | 21.7% | -0.4% | ||
| Q2 24 | 18.6% | -1.0% |
| Q1 26 | — | 54.8% | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 13.3% | -5.6% | ||
| Q2 25 | 13.8% | -5.0% | ||
| Q1 25 | 11.8% | -14.5% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.2% | -6.4% | ||
| Q2 24 | 12.0% | -8.7% |
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.11 | $0.50 | ||
| Q3 25 | $0.52 | $-0.07 | ||
| Q2 25 | $0.44 | $-0.06 | ||
| Q1 25 | $0.30 | $-0.15 | ||
| Q4 24 | $0.47 | $0.05 | ||
| Q3 24 | $0.45 | $-0.08 | ||
| Q2 24 | $0.35 | $-0.10 |
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 | $67.6M |
| 総負債低いほど良い | $214.0M | — |
| 株主資本純資産 | $1.5B | $419.1M |
| 総資産 | $2.9B | — |
| 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
| Q1 26 | — | $67.6M | ||
| Q4 25 | $792.9M | $96.4M | ||
| Q3 25 | $1.1B | $74.8M | ||
| Q2 25 | $463.2M | $60.5M | ||
| Q1 25 | $475.6M | $71.2M | ||
| Q4 24 | $426.8M | $87.8M | ||
| Q3 24 | $353.8M | $37.2M | ||
| Q2 24 | $343.6M | $64.6M |
| Q1 26 | — | — | ||
| Q4 25 | $214.0M | $342.1M | ||
| Q3 25 | $242.0M | $344.3M | ||
| Q2 25 | $225.1M | $346.5M | ||
| Q1 25 | $202.5M | $347.4M | ||
| Q4 24 | $150.0M | $348.3M | ||
| Q3 24 | $150.0M | $349.1M | ||
| Q2 24 | $90.5M | $350.0M |
| Q1 26 | — | $419.1M | ||
| Q4 25 | $1.5B | $449.0M | ||
| Q3 25 | $1.4B | $360.1M | ||
| Q2 25 | $986.5M | $370.4M | ||
| Q1 25 | $949.1M | $381.8M | ||
| Q4 24 | $904.6M | $404.6M | ||
| Q3 24 | $888.2M | $395.5M | ||
| Q2 24 | $833.2M | $405.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.8B | $1.1B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | 0.76× | ||
| Q3 25 | 0.17× | 0.96× | ||
| Q2 25 | 0.23× | 0.94× | ||
| Q1 25 | 0.21× | 0.91× | ||
| Q4 24 | 0.17× | 0.86× | ||
| Q3 24 | 0.17× | 0.88× | ||
| Q2 24 | 0.11× | 0.86× |
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
| Q1 26 | — | — | ||
| Q4 25 | $33.9M | $29.2M | ||
| Q3 25 | $-4.6M | $26.5M | ||
| Q2 25 | $-44.9M | $-795.0K | ||
| Q1 25 | $5.3M | $-3.5M | ||
| Q4 24 | $88.6M | $61.8M | ||
| Q3 24 | $11.9M | $-14.8M | ||
| Q2 24 | $61.6M | $-9.8M |
| Q1 26 | — | — | ||
| Q4 25 | $20.1M | $27.3M | ||
| Q3 25 | $-15.6M | $21.0M | ||
| Q2 25 | $-59.6M | $-6.5M | ||
| Q1 25 | $-11.4M | $-15.7M | ||
| Q4 24 | $77.2M | $53.8M | ||
| Q3 24 | $-20.6M | $-23.7M | ||
| Q2 24 | $48.5M | $-12.9M |
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | 12.0% | ||
| Q3 25 | -5.8% | 9.7% | ||
| Q2 25 | -27.7% | -2.9% | ||
| Q1 25 | -6.6% | -8.7% | ||
| Q4 24 | 34.5% | 21.4% | ||
| Q3 24 | -10.1% | -11.3% | ||
| Q2 24 | 24.0% | -6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 0.9% | ||
| Q3 25 | 4.1% | 2.6% | ||
| Q2 25 | 6.8% | 2.6% | ||
| Q1 25 | 9.7% | 6.7% | ||
| Q4 24 | 5.1% | 3.2% | ||
| Q3 24 | 16.0% | 4.2% | ||
| Q2 24 | 6.5% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.21× | — | ||
| Q3 25 | -0.13× | — | ||
| Q2 25 | -1.51× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 2.85× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 2.54× | — |
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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
