vs
盛美半导体（ACMR）与ASSOCIATED BANC-CORP（ASB）财务数据对比。点击上方公司名可切换其他公司
ASSOCIATED BANC-CORP的季度营收约是盛美半导体的1.7倍（$383.0M vs $231.3M），ASSOCIATED BANC-CORP净利率更高（31.2% vs 7.5%，领先23.7%），过去两年ASSOCIATED BANC-CORP的营收复合增速更高（9.1% vs 6.9%）
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。
联合银行集团（Associated Banc-Corp）是美国区域性银行控股公司，总部位于威斯康星州格林贝，深耕美国中西部地区，主营零售银行、商业银行、商业地产贷款、私人银行及特色金融服务，在威斯康星州、伊利诺伊州、明尼苏达州设有220多个营业网点，覆盖100多个社区，还在印第安纳、密歇根等多州设有贷款办事处。
ACMR vs ASB — 直观对比
营收规模更大
ASB
是对方的1.7倍
$231.3M
净利率更高
ASB
高出23.7%
7.5%
两年增速更快
ASB
近两年复合增速
6.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $231.3M | $383.0M |
| 净利润 | $17.3M | $119.6M |
| 毛利率 | 46.4% | — |
| 营业利润率 | 15.6% | — |
| 净利率 | 7.5% | 31.2% |
| 营收同比 | 34.2% | — |
| 净利润同比 | -44.7% | 566.6% |
| 每股收益（稀释后） | $0.24 | $0.70 |
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ACMRASB
| Q1 26 | $231.3M | $383.0M | ||
| Q4 25 | $244.4M | $310.0M | ||
| Q3 25 | $269.2M | $305.2M | ||
| Q2 25 | $215.4M | $300.0M | ||
| Q1 25 | $172.3M | $285.9M | ||
| Q4 24 | $223.5M | $270.3M | ||
| Q3 24 | $204.0M | $329.7M | ||
| Q2 24 | $202.5M | $321.8M |
净利润ACMRASB
| Q1 26 | $17.3M | $119.6M | ||
| Q4 25 | $8.0M | $137.1M | ||
| Q3 25 | $35.9M | $124.7M | ||
| Q2 25 | $29.8M | $111.2M | ||
| Q1 25 | $20.4M | $101.7M | ||
| Q4 24 | $31.1M | $-161.6M | ||
| Q3 24 | $30.9M | $88.0M | ||
| Q2 24 | $24.2M | $115.6M |
毛利率ACMRASB
| 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ACMRASB
| Q1 26 | 15.6% | — | ||
| Q4 25 | 9.4% | 52.6% | ||
| Q3 25 | 10.7% | 50.5% | ||
| Q2 25 | 14.7% | 46.5% | ||
| Q1 25 | 15.0% | 42.3% | ||
| Q4 24 | 19.7% | -65.8% | ||
| Q3 24 | 21.7% | 32.8% | ||
| Q2 24 | 18.6% | 32.0% |
净利率ACMRASB
| Q1 26 | 7.5% | 31.2% | ||
| Q4 25 | 3.3% | 44.2% | ||
| Q3 25 | 13.3% | 40.9% | ||
| Q2 25 | 13.8% | 37.1% | ||
| Q1 25 | 11.8% | 35.6% | ||
| Q4 24 | 13.9% | -59.8% | ||
| Q3 24 | 15.2% | 26.7% | ||
| Q2 24 | 12.0% | 35.9% |
每股收益（稀释后）ACMRASB
| Q1 26 | $0.24 | $0.70 | ||
| Q4 25 | $0.11 | $0.80 | ||
| Q3 25 | $0.52 | $0.73 | ||
| Q2 25 | $0.44 | $0.65 | ||
| Q1 25 | $0.30 | $0.59 | ||
| Q4 24 | $0.47 | $-1.10 | ||
| Q3 24 | $0.45 | $0.56 | ||
| Q2 24 | $0.35 | $0.74 |
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 | — |
| 总债务越低越好 | $314.8M | — |
| 股东权益账面价值 | $2.1B | $5.0B |
| 总资产 | $3.1B | $45.6B |
| 负债/权益比越低杠杆越低 | 0.15× | — |
8季度趋势，按日历期对齐
现金及短期投资ACMRASB
| Q1 26 | $872.3M | — | ||
| Q4 25 | $792.9M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $463.2M | — | ||
| Q1 25 | $475.6M | — | ||
| Q4 24 | $426.8M | — | ||
| Q3 24 | $353.8M | — | ||
| Q2 24 | $343.6M | — |
总债务ACMRASB
| Q1 26 | $314.8M | — | ||
| Q4 25 | $214.0M | $1.0B | ||
| Q3 25 | $242.0M | $594.1M | ||
| Q2 25 | $225.1M | $593.5M | ||
| Q1 25 | $202.5M | $591.4M | ||
| Q4 24 | $150.0M | $1.4B | ||
| Q3 24 | $150.0M | $844.3M | ||
| Q2 24 | $90.5M | $536.1M |
股东权益ACMRASB
| Q1 26 | $2.1B | $5.0B | ||
| Q4 25 | $1.5B | $5.0B | ||
| Q3 25 | $1.4B | $4.9B | ||
| Q2 25 | $986.5M | $4.8B | ||
| Q1 25 | $949.1M | $4.7B | ||
| Q4 24 | $904.6M | $4.6B | ||
| Q3 24 | $888.2M | $4.4B | ||
| Q2 24 | $833.2M | $4.2B |
总资产ACMRASB
| Q1 26 | $3.1B | $45.6B | ||
| Q4 25 | $2.9B | $45.2B | ||
| Q3 25 | $2.8B | $44.5B | ||
| Q2 25 | $2.0B | $44.0B | ||
| Q1 25 | $1.9B | $43.3B | ||
| Q4 24 | $1.9B | $43.0B | ||
| Q3 24 | $1.8B | $42.2B | ||
| Q2 24 | $1.7B | $41.6B |
负债/权益比ACMRASB
| Q1 26 | 0.15× | — | ||
| Q4 25 | 0.15× | 0.20× | ||
| Q3 25 | 0.17× | 0.12× | ||
| Q2 25 | 0.23× | 0.12× | ||
| Q1 25 | 0.21× | 0.13× | ||
| Q4 24 | 0.17× | 0.31× | ||
| Q3 24 | 0.17× | 0.19× | ||
| Q2 24 | 0.11× | 0.13× |
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
ASB
| Net Interest Income | $307.2M | 80% |
| Noninterest Income | $75.9M | 20% |
