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盛美半导体（ACMR）与Enact Holdings, Inc.（ACT）财务数据对比。点击上方公司名可切换其他公司
Enact Holdings, Inc.的季度营收约是盛美半导体的1.3倍（$312.1M vs $231.3M），Enact Holdings, Inc.净利率更高（53.8% vs 7.5%，领先46.4%），盛美半导体同比增速更快（34.2% vs 1.7%），过去两年盛美半导体的营收复合增速更高（6.9% vs 2.2%）
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。
Enact Holdings, Inc.是美国领先的私人抵押贷款保险服务商，为银行、信用社等各类住宅抵押贷款机构提供风险缓释解决方案，帮助首付较低的购房者获得可负担的住房贷款，助力更多美国普通消费者实现安居需求。
ACMR vs ACT — 直观对比
营收规模更大
ACT
是对方的1.3倍
$231.3M
营收增速更快
ACMR
高出32.5%
1.7%
净利率更高
ACT
高出46.4%
7.5%
两年增速更快
ACMR
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $231.3M | $312.1M |
| 净利润 | $17.3M | $168.0M |
| 毛利率 | 46.4% | — |
| 营业利润率 | 15.6% | — |
| 净利率 | 7.5% | 53.8% |
| 营收同比 | 34.2% | 1.7% |
| 净利润同比 | -44.7% | 1.2% |
| 每股收益（稀释后） | $0.24 | $1.18 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACMRACT
| Q1 26 | $231.3M | $312.1M | ||
| Q4 25 | $244.4M | $312.7M | ||
| Q3 25 | $269.2M | $311.5M | ||
| Q2 25 | $215.4M | $304.9M | ||
| Q1 25 | $172.3M | $306.8M | ||
| Q4 24 | $223.5M | $301.8M | ||
| Q3 24 | $204.0M | $309.6M | ||
| Q2 24 | $202.5M | $298.8M |
净利润ACMRACT
| Q1 26 | $17.3M | $168.0M | ||
| Q4 25 | $8.0M | — | ||
| Q3 25 | $35.9M | — | ||
| Q2 25 | $29.8M | — | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.1M | — | ||
| Q3 24 | $30.9M | — | ||
| Q2 24 | $24.2M | — |
毛利率ACMRACT
| Q1 26 | 46.4% | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.0% | — | ||
| Q2 25 | 48.5% | — | ||
| Q1 25 | 47.9% | — | ||
| Q4 24 | 49.6% | — | ||
| Q3 24 | 51.4% | — | ||
| Q2 24 | 47.8% | — |
营业利润率ACMRACT
| Q1 26 | 15.6% | — | ||
| Q4 25 | 9.4% | 71.3% | ||
| Q3 25 | 10.7% | 67.4% | ||
| Q2 25 | 14.7% | 70.4% | ||
| Q1 25 | 15.0% | 68.9% | ||
| Q4 24 | 19.7% | 68.9% | ||
| Q3 24 | 21.7% | 74.1% | ||
| Q2 24 | 18.6% | 78.6% |
净利率ACMRACT
| Q1 26 | 7.5% | 53.8% | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 13.3% | — | ||
| Q2 25 | 13.8% | — | ||
| Q1 25 | 11.8% | — | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.2% | — | ||
| Q2 24 | 12.0% | — |
每股收益（稀释后）ACMRACT
| Q1 26 | $0.24 | $1.18 | ||
| Q4 25 | $0.11 | $1.23 | ||
| Q3 25 | $0.52 | $1.10 | ||
| Q2 25 | $0.44 | $1.11 | ||
| Q1 25 | $0.30 | $1.08 | ||
| Q4 24 | $0.47 | $1.05 | ||
| Q3 24 | $0.45 | $1.15 | ||
| Q2 24 | $0.35 | $1.16 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $872.3M | $549.0M |
| 总债务越低越好 | $314.8M | $744.9M |
| 股东权益账面价值 | $2.1B | $5.3B |
| 总资产 | $3.1B | $7.0B |
| 负债/权益比越低杠杆越低 | 0.15× | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资ACMRACT
| Q1 26 | $872.3M | $549.0M | ||
| Q4 25 | $792.9M | $582.5M | ||
| Q3 25 | $1.1B | $545.6M | ||
| Q2 25 | $463.2M | $616.0M | ||
| Q1 25 | $475.6M | $639.0M | ||
| Q4 24 | $426.8M | $602.8M | ||
| Q3 24 | $353.8M | $674.9M | ||
| Q2 24 | $343.6M | $711.3M |
总债务ACMRACT
| Q1 26 | $314.8M | $744.9M | ||
| Q4 25 | $214.0M | $744.5M | ||
| Q3 25 | $242.0M | $744.1M | ||
| Q2 25 | $225.1M | $743.8M | ||
| Q1 25 | $202.5M | $743.4M | ||
| Q4 24 | $150.0M | $743.0M | ||
| Q3 24 | $150.0M | $742.7M | ||
| Q2 24 | $90.5M | $742.4M |
股东权益ACMRACT
| Q1 26 | $2.1B | $5.3B | ||
| Q4 25 | $1.5B | $5.4B | ||
| Q3 25 | $1.4B | $5.3B | ||
| Q2 25 | $986.5M | $5.2B | ||
| Q1 25 | $949.1M | $5.1B | ||
| Q4 24 | $904.6M | $5.0B | ||
| Q3 24 | $888.2M | $5.0B | ||
| Q2 24 | $833.2M | $4.8B |
总资产ACMRACT
| Q1 26 | $3.1B | $7.0B | ||
| Q4 25 | $2.9B | $6.9B | ||
| Q3 25 | $2.8B | $6.9B | ||
| Q2 25 | $2.0B | $6.8B | ||
| Q1 25 | $1.9B | $6.7B | ||
| Q4 24 | $1.9B | $6.5B | ||
| Q3 24 | $1.8B | $6.6B | ||
| Q2 24 | $1.7B | $6.3B |
负债/权益比ACMRACT
| Q1 26 | 0.15× | 0.14× | ||
| Q4 25 | 0.15× | 0.14× | ||
| Q3 25 | 0.17× | 0.14× | ||
| Q2 25 | 0.23× | 0.14× | ||
| Q1 25 | 0.21× | 0.15× | ||
| Q4 24 | 0.17× | 0.15× | ||
| Q3 24 | 0.17× | 0.15× | ||
| Q2 24 | 0.11× | 0.15× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACMR
暂无分部数据
ACT
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
