vs
AMTECH SYSTEMS INC（ASYS）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
VEECO INSTRUMENTS INCの直近四半期売上が大きい（$165.0M vs $19.0M、AMTECH SYSTEMS INCの約8.7倍）。VEECO INSTRUMENTS INCの純利益率が高く（0.7% vs 0.6%、差は0.1%）。VEECO INSTRUMENTS INCの前年同期比売上増加率が高い（-9.4% vs -22.2%）。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 $3.8M）。過去8四半期でVEECO INSTRUMENTS INCの売上複合成長率が高い（-2.8% vs -13.6%）
Amtech Systems Incは半導体、太陽光発電、LED製造分野向けの高度な熱処理装置および自動化装置をグローバルに製造販売する企業です。主な製品にははんだ付け、拡散、成膜システムがあり、北米、東アジア、西ヨーロッパを中心に電子部品・クリーンエネルギー製造企業を顧客としています。
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。
ASYS vs VECO — 直接比較
損益計算書 — Q1 2026 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $19.0M | $165.0M |
| 純利益 | $108.0K | $1.1M |
| 粗利率 | 44.8% | 36.7% |
| 営業利益率 | 4.1% | -0.8% |
| 純利益率 | 0.6% | 0.7% |
| 売上前年比 | -22.2% | -9.4% |
| 純利益前年比 | -65.4% | -92.6% |
| EPS（希薄化後） | $0.01 | $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 | $19.0M | $165.0M | ||
| Q3 25 | $19.8M | $165.9M | ||
| Q2 25 | $19.6M | $166.1M | ||
| Q1 25 | $15.6M | $167.3M | ||
| Q4 24 | $24.4M | $182.1M | ||
| Q3 24 | $24.1M | $184.8M | ||
| Q2 24 | $26.7M | $175.9M | ||
| Q1 24 | $25.4M | $174.5M |
| Q4 25 | $108.0K | $1.1M | ||
| Q3 25 | $1.1M | $10.6M | ||
| Q2 25 | $106.0K | $11.7M | ||
| Q1 25 | $-31.8M | $11.9M | ||
| Q4 24 | $312.0K | $15.0M | ||
| Q3 24 | $-536.0K | $22.0M | ||
| Q2 24 | $438.0K | $14.9M | ||
| Q1 24 | $970.0K | $21.9M |
| Q4 25 | 44.8% | 36.7% | ||
| Q3 25 | 44.4% | 40.8% | ||
| Q2 25 | 46.7% | 41.4% | ||
| Q1 25 | -2.1% | 40.9% | ||
| Q4 24 | 38.4% | 40.6% | ||
| Q3 24 | 40.7% | 42.9% | ||
| Q2 24 | 36.5% | 42.9% | ||
| Q1 24 | 33.2% | 43.2% |
| Q4 25 | 4.1% | -0.8% | ||
| Q3 25 | 9.3% | 6.4% | ||
| Q2 25 | 4.7% | 7.4% | ||
| Q1 25 | -202.7% | 8.5% | ||
| Q4 24 | 1.4% | 2.1% | ||
| Q3 24 | 0.1% | 13.2% | ||
| Q2 24 | 3.1% | 9.5% | ||
| Q1 24 | 5.4% | 12.6% |
| Q4 25 | 0.6% | 0.7% | ||
| Q3 25 | 5.4% | 6.4% | ||
| Q2 25 | 0.5% | 7.1% | ||
| Q1 25 | -204.2% | 7.1% | ||
| Q4 24 | 1.3% | 8.2% | ||
| Q3 24 | -2.2% | 11.9% | ||
| Q2 24 | 1.6% | 8.5% | ||
| Q1 24 | 3.8% | 12.5% |
| Q4 25 | $0.01 | $0.02 | ||
| Q3 25 | $0.08 | $0.17 | ||
| Q2 25 | $0.01 | $0.20 | ||
| Q1 25 | $-2.23 | $0.20 | ||
| Q4 24 | $0.02 | $0.25 | ||
| Q3 24 | $-0.04 | $0.36 | ||
| Q2 24 | $0.03 | $0.25 | ||
| Q1 24 | $0.07 | $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 | $22.1M | $163.5M |
| 総負債低いほど良い | $162.0K | $226.0M |
| 株主資本純資産 | $54.1M | $885.5M |
| 総資産 | $94.1M | $1.3B |
| 負債/資本比率低いほどレバレッジが低い | 0.00× | 0.26× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $22.1M | $163.5M | ||
| Q3 25 | $17.9M | $193.2M | ||
| Q2 25 | $15.6M | $188.9M | ||
| Q1 25 | $13.4M | $174.9M | ||
| Q4 24 | $13.2M | $145.6M | ||
| Q3 24 | $11.1M | $163.2M | ||
| Q2 24 | $13.2M | $174.2M | ||
| Q1 24 | $13.0M | $174.0M |
| Q4 25 | $162.0K | $226.0M | ||
| Q3 25 | $168.0K | $225.7M | ||
| Q2 25 | $127.0K | $225.4M | ||
| Q1 25 | $135.0K | $250.0M | ||
| Q4 24 | $161.0K | $276.2M | ||
| Q3 24 | $189.0K | $275.9M | ||
| Q2 24 | $177.0K | $275.6M | ||
| Q1 24 | $65.0K | $275.2M |
| Q4 25 | $54.1M | $885.5M | ||
| Q3 25 | $53.4M | $876.0M | ||
| Q2 25 | $51.7M | $856.2M | ||
| Q1 25 | $51.0M | $811.9M | ||
| Q4 24 | $82.4M | $770.8M | ||
| Q3 24 | $82.4M | $746.5M | ||
| Q2 24 | $81.7M | $715.0M | ||
| Q1 24 | $80.9M | $687.9M |
| Q4 25 | $94.1M | $1.3B | ||
| Q3 25 | $92.9M | $1.3B | ||
| Q2 25 | $89.5M | $1.3B | ||
| Q1 25 | $83.4M | $1.3B | ||
| Q4 24 | $117.8M | $1.3B | ||
| Q3 24 | $119.3M | $1.3B | ||
| Q2 24 | $127.1M | $1.2B | ||
| Q1 24 | $116.5M | $1.2B |
| Q4 25 | 0.00× | 0.26× | ||
| Q3 25 | 0.00× | 0.26× | ||
| Q2 25 | 0.00× | 0.26× | ||
| Q1 25 | 0.00× | 0.31× | ||
| Q4 24 | 0.00× | 0.36× | ||
| Q3 24 | 0.00× | 0.37× | ||
| Q2 24 | 0.00× | 0.39× | ||
| Q1 24 | 0.00× | 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 | $4.1M | $24.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $3.8M | $21.7M |
| FCFマージンFCF / 売上 | 20.2% | 13.1% |
| 設備投資強度設備投資 / 売上 | 1.5% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 37.99× | 22.38× |
| 直近12ヶ月FCF直近4四半期 | $8.0M | $53.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $4.1M | $24.9M | ||
| Q3 25 | $2.3M | $15.5M | ||
| Q2 25 | $2.5M | $9.0M | ||
| Q1 25 | $210.0K | $20.0M | ||
| Q4 24 | $2.9M | $28.4M | ||
| Q3 24 | $879.0K | $17.6M | ||
| Q2 24 | $3.7M | $8.5M | ||
| Q1 24 | $336.0K | $9.4M |
| Q4 25 | $3.8M | $21.7M | ||
| Q3 25 | $2.0M | $13.0M | ||
| Q2 25 | $2.0M | $5.4M | ||
| Q1 25 | $201.0K | $13.2M | ||
| Q4 24 | $2.7M | $23.2M | ||
| Q3 24 | $447.0K | $13.6M | ||
| Q2 24 | $322.0K | $5.5M | ||
| Q1 24 | $-884.0K | $3.4M |
| Q4 25 | 20.2% | 13.1% | ||
| Q3 25 | 10.2% | 7.8% | ||
| Q2 25 | 10.1% | 3.3% | ||
| Q1 25 | 1.3% | 7.9% | ||
| Q4 24 | 11.2% | 12.7% | ||
| Q3 24 | 1.9% | 7.4% | ||
| Q2 24 | 1.2% | 3.1% | ||
| Q1 24 | -3.5% | 1.9% |
| Q4 25 | 1.5% | 2.0% | ||
| Q3 25 | 1.2% | 1.6% | ||
| Q2 25 | 2.8% | 2.2% | ||
| Q1 25 | 0.1% | 4.0% | ||
| Q4 24 | 0.6% | 2.8% | ||
| Q3 24 | 1.8% | 2.2% | ||
| Q2 24 | 12.5% | 1.7% | ||
| Q1 24 | 4.8% | 3.4% |
| Q4 25 | 37.99× | 22.38× | ||
| Q3 25 | 2.12× | 1.47× | ||
| Q2 25 | 23.89× | 0.77× | ||
| Q1 25 | — | 1.67× | ||
| Q4 24 | 9.19× | 1.90× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | 8.35× | 0.57× | ||
| Q1 24 | 0.35× | 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
ASYS
| Thermal Processing Solutions | $14.0M | 74% |
| Semiconductor Fabrication Solutions | $5.0M | 26% |
VECO
| Asia Pacific Excluding China | $89.9M | 54% |
| Other | $44.8M | 27% |
| Compound Semiconductor | $20.1M | 12% |
| Data Storage | $10.2M | 6% |
