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盛美半导体（ACMR）与GDEV Inc.（GDEV）财务数据对比。点击上方公司名可切换其他公司
盛美半导体的季度营收约是GDEV Inc.的1.9倍（$231.3M vs $119.9M），GDEV Inc.净利率更高（13.9% vs 7.5%，领先6.4%），盛美半导体同比增速更快（34.2% vs 13.3%）
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。
GDEV Inc.是一家游戏娱乐控股公司，在纳斯达克上市，总部位于塞浦路斯利马索尔。该公司前身为2014年成立的游戏公司Nexters，2023年6月改组为控股集团，是欧洲前五的独立移动游戏企业，旗下拥有Nexters Studio、Cubic Games、Royal Ark、Game Gears、Light Hour Games等工作室，分支机构分布在塞浦路斯、亚美尼亚、哈萨克斯坦等地。
ACMR vs GDEV — 直观对比
营收规模更大
ACMR
是对方的1.9倍
$119.9M
营收增速更快
ACMR
高出20.9%
13.3%
净利率更高
GDEV
高出6.4%
7.5%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $231.3M | $119.9M |
| 净利润 | $17.3M | $16.6M |
| 毛利率 | 46.4% | — |
| 营业利润率 | 15.6% | 15.5% |
| 净利率 | 7.5% | 13.9% |
| 营收同比 | 34.2% | 13.3% |
| 净利润同比 | -44.7% | 13.0% |
| 每股收益（稀释后） | $0.24 | $0.90 |
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ACMRGDEV
| Q1 26 | $231.3M | — | ||
| Q4 25 | $244.4M | — | ||
| Q3 25 | $269.2M | — | ||
| Q2 25 | $215.4M | $119.9M | ||
| Q1 25 | $172.3M | — | ||
| Q4 24 | $223.5M | — | ||
| Q3 24 | $204.0M | — | ||
| Q2 24 | $202.5M | $105.8M |
净利润ACMRGDEV
| Q1 26 | $17.3M | — | ||
| Q4 25 | $8.0M | — | ||
| Q3 25 | $35.9M | — | ||
| Q2 25 | $29.8M | $16.6M | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.1M | — | ||
| Q3 24 | $30.9M | — | ||
| Q2 24 | $24.2M | $14.7M |
毛利率ACMRGDEV
| 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ACMRGDEV
| Q1 26 | 15.6% | — | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 10.7% | — | ||
| Q2 25 | 14.7% | 15.5% | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 19.7% | — | ||
| Q3 24 | 21.7% | — | ||
| Q2 24 | 18.6% | 14.4% |
净利率ACMRGDEV
| Q1 26 | 7.5% | — | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 13.3% | — | ||
| Q2 25 | 13.8% | 13.9% | ||
| Q1 25 | 11.8% | — | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.2% | — | ||
| Q2 24 | 12.0% | 13.9% |
每股收益（稀释后）ACMRGDEV
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.52 | — | ||
| Q2 25 | $0.44 | $0.90 | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.47 | — | ||
| Q3 24 | $0.45 | — | ||
| Q2 24 | $0.35 | $0.81 |
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 | $41.6M |
| 总债务越低越好 | $314.8M | — |
| 股东权益账面价值 | $2.1B | $-129.4M |
| 总资产 | $3.1B | $210.2M |
| 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ACMRGDEV
| Q1 26 | $872.3M | — | ||
| Q4 25 | $792.9M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $463.2M | $41.6M | ||
| Q1 25 | $475.6M | — | ||
| Q4 24 | $426.8M | — | ||
| Q3 24 | $353.8M | — | ||
| Q2 24 | $343.6M | $50.8M |
总债务ACMRGDEV
| Q1 26 | $314.8M | — | ||
| Q4 25 | $214.0M | — | ||
| Q3 25 | $242.0M | — | ||
| Q2 25 | $225.1M | — | ||
| Q1 25 | $202.5M | — | ||
| Q4 24 | $150.0M | — | ||
| Q3 24 | $150.0M | — | ||
| Q2 24 | $90.5M | — |
股东权益ACMRGDEV
| Q1 26 | $2.1B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $986.5M | $-129.4M | ||
| Q1 25 | $949.1M | — | ||
| Q4 24 | $904.6M | — | ||
| Q3 24 | $888.2M | — | ||
| Q2 24 | $833.2M | $-118.7M |
总资产ACMRGDEV
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.0B | $210.2M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | $282.8M |
负债/权益比ACMRGDEV
| Q1 26 | 0.15× | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.11× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
