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ACM Research, Inc.（ACMR）とGIBRALTAR INDUSTRIES, INC.（ROCK）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 $225.0M、GIBRALTAR INDUSTRIES, INC.の約1.1倍）。GIBRALTAR INDUSTRIES, INC.の前年同期比売上増加率が高い（24.9% vs 9.4%）。GIBRALTAR INDUSTRIES, INC.の直近四半期フリーキャッシュフローが多い（$26.2M 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 -12.3%）
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。
ジブラルタル・インダストリーズ社は、特殊建築資材、インフラ関連製品、再生可能エネルギー向け製品の製造・販売を行う有力企業です。換気システム、屋根用付属品、太陽光発電設置架台、造園用品などを取り扱い、主に北米の住宅・商業建設、クリーンエネルギー市場向けにサービスを提供しています。
ACMR vs ROCK — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $225.0M |
| 純利益 | $8.0M | — |
| 粗利率 | 40.9% | 25.3% |
| 営業利益率 | 9.4% | 7.9% |
| 純利益率 | 3.3% | — |
| 売上前年比 | 9.4% | 24.9% |
| 純利益前年比 | -74.1% | — |
| EPS（希薄化後） | $0.11 | — |
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 | $225.0M | ||
| Q3 25 | $269.2M | $310.9M | ||
| Q2 25 | $215.4M | $309.5M | ||
| Q1 25 | $172.3M | $290.0M | ||
| Q4 24 | $223.5M | $180.1M | ||
| Q3 24 | $204.0M | $277.1M | ||
| Q2 24 | $202.5M | $273.6M | ||
| Q1 24 | $152.2M | $292.5M |
| Q4 25 | $8.0M | — | ||
| Q3 25 | $35.9M | $-89.1M | ||
| Q2 25 | $29.8M | $26.0M | ||
| Q1 25 | $20.4M | $21.1M | ||
| Q4 24 | $31.1M | — | ||
| Q3 24 | $30.9M | $34.0M | ||
| Q2 24 | $24.2M | $32.2M | ||
| Q1 24 | $17.4M | $24.9M |
| Q4 25 | 40.9% | 25.3% | ||
| Q3 25 | 42.0% | 26.6% | ||
| Q2 25 | 48.5% | 28.4% | ||
| Q1 25 | 47.9% | 26.8% | ||
| Q4 24 | 49.6% | 29.0% | ||
| Q3 24 | 51.4% | 29.4% | ||
| Q2 24 | 47.8% | 30.5% | ||
| Q1 24 | 52.0% | 28.9% |
| Q4 25 | 9.4% | 7.9% | ||
| Q3 25 | 10.7% | 12.8% | ||
| Q2 25 | 14.7% | 12.8% | ||
| Q1 25 | 15.0% | 8.8% | ||
| Q4 24 | 19.7% | 13.3% | ||
| Q3 24 | 21.7% | 15.6% | ||
| Q2 24 | 18.6% | 14.9% | ||
| Q1 24 | 16.6% | 10.8% |
| Q4 25 | 3.3% | — | ||
| Q3 25 | 13.3% | -28.6% | ||
| Q2 25 | 13.8% | 8.4% | ||
| Q1 25 | 11.8% | 7.3% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.2% | 12.3% | ||
| Q2 24 | 12.0% | 11.8% | ||
| Q1 24 | 11.5% | 8.5% |
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.52 | $-2.98 | ||
| Q2 25 | $0.44 | $0.87 | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.47 | — | ||
| Q3 24 | $0.45 | $1.11 | ||
| Q2 24 | $0.35 | $1.05 | ||
| Q1 24 | $0.26 | — |
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 | $115.7M |
| 総負債低いほど良い | $214.0M | $0 |
| 株主資本純資産 | $1.5B | $950.4M |
| 総資産 | $2.9B | $1.4B |
| 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 | $115.7M | ||
| Q3 25 | $1.1B | $89.4M | ||
| Q2 25 | $463.2M | $43.3M | ||
| Q1 25 | $475.6M | $25.1M | ||
| Q4 24 | $426.8M | $269.5M | ||
| Q3 24 | $353.8M | $228.9M | ||
| Q2 24 | $343.6M | $179.1M | ||
| Q1 24 | $230.0M | $146.7M |
| Q4 25 | $214.0M | $0 | ||
| Q3 25 | $242.0M | $0 | ||
| Q2 25 | $225.1M | $0 | ||
| Q1 25 | $202.5M | $0 | ||
| Q4 24 | $150.0M | $0 | ||
| Q3 24 | $150.0M | $0 | ||
| Q2 24 | $90.5M | $0 | ||
| Q1 24 | $60.0M | $0 |
| Q4 25 | $1.5B | $950.4M | ||
| Q3 25 | $1.4B | $951.8M | ||
| Q2 25 | $986.5M | $1.0B | ||
| Q1 25 | $949.1M | $1.0B | ||
| Q4 24 | $904.6M | $1.0B | ||
| Q3 24 | $888.2M | $1.0B | ||
| Q2 24 | $833.2M | $975.7M | ||
| Q1 24 | $796.2M | $940.2M |
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | $2.8B | $1.4B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.9B | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.6B | $1.3B |
| 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 | $35.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $20.1M | $26.2M |
| FCFマージンFCF / 売上 | 8.2% | 11.7% |
| 設備投資強度設備投資 / 売上 | 5.6% | 4.1% |
| 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 | $120.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $33.9M | $35.5M | ||
| Q3 25 | $-4.6M | $73.0M | ||
| Q2 25 | $-44.9M | $44.9M | ||
| Q1 25 | $5.3M | $13.7M | ||
| Q4 24 | $88.6M | $19.9M | ||
| Q3 24 | $11.9M | $64.7M | ||
| Q2 24 | $61.6M | $36.5M | ||
| Q1 24 | $-9.6M | $53.2M |
| Q4 25 | $20.1M | $26.2M | ||
| Q3 25 | $-15.6M | $64.8M | ||
| Q2 25 | $-59.6M | $27.3M | ||
| Q1 25 | $-11.4M | $2.3M | ||
| Q4 24 | $77.2M | $14.1M | ||
| Q3 24 | $-20.6M | $60.5M | ||
| Q2 24 | $48.5M | $33.5M | ||
| Q1 24 | $-35.1M | $48.8M |
| Q4 25 | 8.2% | 11.7% | ||
| Q3 25 | -5.8% | 20.8% | ||
| Q2 25 | -27.7% | 8.8% | ||
| Q1 25 | -6.6% | 0.8% | ||
| Q4 24 | 34.5% | 7.8% | ||
| Q3 24 | -10.1% | 21.8% | ||
| Q2 24 | 24.0% | 12.2% | ||
| Q1 24 | -23.0% | 16.7% |
| Q4 25 | 5.6% | 4.1% | ||
| Q3 25 | 4.1% | 2.6% | ||
| Q2 25 | 6.8% | 5.7% | ||
| Q1 25 | 9.7% | 3.9% | ||
| Q4 24 | 5.1% | 3.3% | ||
| Q3 24 | 16.0% | 1.5% | ||
| Q2 24 | 6.5% | 1.1% | ||
| Q1 24 | 16.7% | 1.5% |
| Q4 25 | 4.21× | — | ||
| Q3 25 | -0.13× | — | ||
| Q2 25 | -1.51× | 1.73× | ||
| Q1 25 | 0.26× | 0.65× | ||
| Q4 24 | 2.85× | — | ||
| Q3 24 | 0.39× | 1.90× | ||
| Q2 24 | 2.54× | 1.13× | ||
| Q1 24 | -0.55× | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
