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ACM Research, Inc.（ACMR）とVEECO INSTRUMENTS INC（VECO）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 $165.0M、VEECO INSTRUMENTS INCの約1.5倍）。ACM Research, Inc.の純利益率が高く（3.3% vs 0.7%、差は2.6%）。ACM Research, Inc.の前年同期比売上増加率が高い（9.4% vs -9.4%）。VEECO INSTRUMENTS INCの直近四半期フリーキャッシュフローが多い（$21.7M 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 -2.8%）
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。
Veeco Instruments Inc. は米国に本社を置く世界的な資本設備サプライヤーで、半導体・化合物半導体製造、データストレージ、科学研究分野で使用されるプロセスシステムの設計・製造を行っており、先端実装、フォトニクス、パワーエレクトロニクス、表示技術などの分野で活用されています。
ACMR vs VECO — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $244.4M | $165.0M |
| 純利益 | $8.0M | $1.1M |
| 粗利率 | 40.9% | 36.7% |
| 営業利益率 | 9.4% | -0.8% |
| 純利益率 | 3.3% | 0.7% |
| 売上前年比 | 9.4% | -9.4% |
| 純利益前年比 | -74.1% | -92.6% |
| EPS（希薄化後） | $0.11 | $0.02 |
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 | $165.0M | ||
| Q3 25 | $269.2M | $165.9M | ||
| Q2 25 | $215.4M | $166.1M | ||
| Q1 25 | $172.3M | $167.3M | ||
| Q4 24 | $223.5M | $182.1M | ||
| Q3 24 | $204.0M | $184.8M | ||
| Q2 24 | $202.5M | $175.9M | ||
| Q1 24 | $152.2M | $174.5M |
| Q4 25 | $8.0M | $1.1M | ||
| Q3 25 | $35.9M | $10.6M | ||
| Q2 25 | $29.8M | $11.7M | ||
| Q1 25 | $20.4M | $11.9M | ||
| Q4 24 | $31.1M | $15.0M | ||
| Q3 24 | $30.9M | $22.0M | ||
| Q2 24 | $24.2M | $14.9M | ||
| Q1 24 | $17.4M | $21.9M |
| Q4 25 | 40.9% | 36.7% | ||
| Q3 25 | 42.0% | 40.8% | ||
| Q2 25 | 48.5% | 41.4% | ||
| Q1 25 | 47.9% | 40.9% | ||
| Q4 24 | 49.6% | 40.6% | ||
| Q3 24 | 51.4% | 42.9% | ||
| Q2 24 | 47.8% | 42.9% | ||
| Q1 24 | 52.0% | 43.2% |
| Q4 25 | 9.4% | -0.8% | ||
| Q3 25 | 10.7% | 6.4% | ||
| Q2 25 | 14.7% | 7.4% | ||
| Q1 25 | 15.0% | 8.5% | ||
| Q4 24 | 19.7% | 2.1% | ||
| Q3 24 | 21.7% | 13.2% | ||
| Q2 24 | 18.6% | 9.5% | ||
| Q1 24 | 16.6% | 12.6% |
| Q4 25 | 3.3% | 0.7% | ||
| Q3 25 | 13.3% | 6.4% | ||
| Q2 25 | 13.8% | 7.1% | ||
| Q1 25 | 11.8% | 7.1% | ||
| Q4 24 | 13.9% | 8.2% | ||
| Q3 24 | 15.2% | 11.9% | ||
| Q2 24 | 12.0% | 8.5% | ||
| Q1 24 | 11.5% | 12.5% |
| Q4 25 | $0.11 | $0.02 | ||
| Q3 25 | $0.52 | $0.17 | ||
| Q2 25 | $0.44 | $0.20 | ||
| Q1 25 | $0.30 | $0.20 | ||
| Q4 24 | $0.47 | $0.25 | ||
| Q3 24 | $0.45 | $0.36 | ||
| Q2 24 | $0.35 | $0.25 | ||
| Q1 24 | $0.26 | $0.37 |
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 | $163.5M |
| 総負債低いほど良い | $214.0M | $226.0M |
| 株主資本純資産 | $1.5B | $885.5M |
| 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× | 0.26× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $792.9M | $163.5M | ||
| Q3 25 | $1.1B | $193.2M | ||
| Q2 25 | $463.2M | $188.9M | ||
| Q1 25 | $475.6M | $174.9M | ||
| Q4 24 | $426.8M | $145.6M | ||
| Q3 24 | $353.8M | $163.2M | ||
| Q2 24 | $343.6M | $174.2M | ||
| Q1 24 | $230.0M | $174.0M |
| Q4 25 | $214.0M | $226.0M | ||
| Q3 25 | $242.0M | $225.7M | ||
| Q2 25 | $225.1M | $225.4M | ||
| Q1 25 | $202.5M | $250.0M | ||
| Q4 24 | $150.0M | $276.2M | ||
| Q3 24 | $150.0M | $275.9M | ||
| Q2 24 | $90.5M | $275.6M | ||
| Q1 24 | $60.0M | $275.2M |
| Q4 25 | $1.5B | $885.5M | ||
| Q3 25 | $1.4B | $876.0M | ||
| Q2 25 | $986.5M | $856.2M | ||
| Q1 25 | $949.1M | $811.9M | ||
| Q4 24 | $904.6M | $770.8M | ||
| Q3 24 | $888.2M | $746.5M | ||
| Q2 24 | $833.2M | $715.0M | ||
| Q1 24 | $796.2M | $687.9M |
| Q4 25 | $2.9B | $1.3B | ||
| Q3 25 | $2.8B | $1.3B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.6B | $1.2B |
| Q4 25 | 0.15× | 0.26× | ||
| Q3 25 | 0.17× | 0.26× | ||
| Q2 25 | 0.23× | 0.26× | ||
| Q1 25 | 0.21× | 0.31× | ||
| Q4 24 | 0.17× | 0.36× | ||
| Q3 24 | 0.17× | 0.37× | ||
| Q2 24 | 0.11× | 0.39× | ||
| Q1 24 | 0.08× | 0.40× |
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 | $24.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $20.1M | $21.7M |
| FCFマージンFCF / 売上 | 8.2% | 13.1% |
| 設備投資強度設備投資 / 売上 | 5.6% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 4.21× | 22.38× |
| 直近12ヶ月FCF直近4四半期 | $-66.6M | $53.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $33.9M | $24.9M | ||
| Q3 25 | $-4.6M | $15.5M | ||
| Q2 25 | $-44.9M | $9.0M | ||
| Q1 25 | $5.3M | $20.0M | ||
| Q4 24 | $88.6M | $28.4M | ||
| Q3 24 | $11.9M | $17.6M | ||
| Q2 24 | $61.6M | $8.5M | ||
| Q1 24 | $-9.6M | $9.4M |
| Q4 25 | $20.1M | $21.7M | ||
| Q3 25 | $-15.6M | $13.0M | ||
| Q2 25 | $-59.6M | $5.4M | ||
| Q1 25 | $-11.4M | $13.2M | ||
| Q4 24 | $77.2M | $23.2M | ||
| Q3 24 | $-20.6M | $13.6M | ||
| Q2 24 | $48.5M | $5.5M | ||
| Q1 24 | $-35.1M | $3.4M |
| Q4 25 | 8.2% | 13.1% | ||
| Q3 25 | -5.8% | 7.8% | ||
| Q2 25 | -27.7% | 3.3% | ||
| Q1 25 | -6.6% | 7.9% | ||
| Q4 24 | 34.5% | 12.7% | ||
| Q3 24 | -10.1% | 7.4% | ||
| Q2 24 | 24.0% | 3.1% | ||
| Q1 24 | -23.0% | 1.9% |
| Q4 25 | 5.6% | 2.0% | ||
| Q3 25 | 4.1% | 1.6% | ||
| Q2 25 | 6.8% | 2.2% | ||
| Q1 25 | 9.7% | 4.0% | ||
| Q4 24 | 5.1% | 2.8% | ||
| Q3 24 | 16.0% | 2.2% | ||
| Q2 24 | 6.5% | 1.7% | ||
| Q1 24 | 16.7% | 3.4% |
| Q4 25 | 4.21× | 22.38× | ||
| Q3 25 | -0.13× | 1.47× | ||
| Q2 25 | -1.51× | 0.77× | ||
| Q1 25 | 0.26× | 1.67× | ||
| Q4 24 | 2.85× | 1.90× | ||
| Q3 24 | 0.39× | 0.80× | ||
| Q2 24 | 2.54× | 0.57× | ||
| Q1 24 | -0.55× | 0.43× |
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% |
VECO
| Asia Pacific Excluding China | $89.9M | 54% |
| Other | $44.8M | 27% |
| Compound Semiconductor | $20.1M | 12% |
| Data Storage | $10.2M | 6% |
