盛美半导体ACMR财报
Nasdaq · 工业 · 其他特殊工业机械
盛美半导体（ACM Research, Inc.）是全球领先的半导体制造设备供应商，专注于研发、生产及销售晶圆湿法处理相关设备，覆盖清洗、电镀、刻蚀等品类，产品广泛应用于逻辑、存储、功率等各类先进芯片的生产流程，服务全球多地区芯片制造企业。
营收
$204.0M
毛利润
$104.8M
营业利润
$44.2M
净利润
$30.9M
毛利率
51.4%
营业利润率
21.7%
净利率
15.2%
同比增长
21.0%
EPS
$0.45
资金流向
盛美半导体 Q3 2024 财务摘要
盛美半导体 Q3 2024营收 $204.0M（同比增长 21.0%），净利润 $30.9M（同比增长 20.3%）（净利率 15.2%）。销售成本 $99.1M，运营费用 $60.6M。
核心财务指标
| 总营收 | $204.0M |
|---|---|
| 净利润 | $30.9M |
| 毛利率 | 51.4% |
| 营业利润率 | 21.7% |
| 报告期 | Q3 2024 |
营收拆解
盛美半导体 Q3 2024营收 $204.0M 共来自 3 个业务板块，最大板块 Total Single Wafer And Semi Critical Cleaning Equipment 贡献 $161.0M（占 78.9%）。
| 业务分部 | 营收 | 占比 |
|---|---|---|
| Total Single Wafer And Semi Critical Cleaning Equipment | $161.0M | 78.9% |
| ECP Front End And Packaging Furnace And Other Technologies | $34.6M | 17.0% |
| Advanced Packaging Exclude ECP Services Spares | $8.4M | 4.1% |
盛美半导体 分部营收 — 季度趋势
盛美半导体 过去 4 个季度各业务板块营收走势，展示 Total Single Wafer And Semi Critical Cleaning Equipment and ECP Front End And Packaging Furnace And Other Technologies 等业务的变化。
| 业务分部 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|
| Total Single Wafer And Semi Critical Cleaning Equipment | $159.9M | $181.6M | $155.0M | $129.6M |
| ECP Front End And Packaging Furnace And Other Technologies | $64.1M | $59.9M | $48.0M | $27.6M |
| Advanced Packaging Exclude ECP Services Spares | $20.5M | $27.7M | $12.4M | $15.1M |
盛美半导体 年度营收
盛美半导体 历年营收汇总，含各年度总量（例如 2025 年营收为 $901.3M）。
| 年份 | 年营收 |
|---|---|
| 2025 | $901.3M |
| 2024 | $782.1M |
| 2023 | $557.7M |
| 2022 | $388.8M |
盛美半导体 季度营收与净利润历史
盛美半导体 最近 8 个季度的营收、净利润及同比增速
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q4 2025 | $244.4M | +9.4% | $8.0M | 3.3% |
| Q3 2025 | $269.2M | +32.0% | $35.9M | 13.3% |
| Q2 2025 | $215.4M | +6.4% | $29.8M | 13.8% |
| Q1 2025 | $172.3M | +13.2% | $20.4M | 11.8% |
| Q4 2024 | $223.5M | +31.2% | $31.1M | 13.9% |
| Q3 2024 | $204.0M | +21.0% | $30.9M | 15.2% |
| Q2 2024 | $202.5M | +40.0% | $24.2M | 12.0% |
| Q1 2024 | $152.2M | +105.0% | $17.4M | 11.5% |
利润表
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| 营收 | $152.2M | $202.5M | $204.0M | $223.5M | $172.3M | $215.4M | $269.2M | $244.4M |
| 同比增长 | 105.0% | 40.0% | 21.0% | 31.2% | 13.2% | 6.4% | 32.0% | 9.4% |
资产负债表
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| 总资产 | $1.56B | $1.67B | $1.79B | $1.86B | $1.93B | $2.04B | $2.77B | $2.87B |
| 总负债 | $596.0M | $666.2M | $725.1M | $759.8M | $778.4M | $848.0M | $885.4M | $941.7M |
| 股东权益 | $796.2M | $833.2M | $888.2M | $904.6M | $949.1M | $986.5M | $1.43B | $1.46B |
现金流量表
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| 经营性现金流 | $-9.6M | $61.6M | $11.9M | $88.6M | $5.3M | $-44.9M | $-4.6M | $33.9M |