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盛美半导体（ACMR）与Purple Innovation, Inc.（PRPL）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Purple Innovation, Inc.的1.6倍（$231.3M vs $140.7M），盛美半导体净利率更高（7.5% vs -2.3%，领先9.8%），盛美半导体同比增速更快（34.2% vs 9.1%），过去两年Purple Innovation, Inc.的营收复合增速更高（8.3% 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。
Purple Carrot是一家总部位于马萨诸塞州尼达姆市的全植物性餐包品牌，由安迪·莱维特创立，每周为订阅用户提供预制餐品和自制餐包。据《大都会》2022年报道，对比美式标准餐食，该品牌每份餐包的碳排放量可降低72%，主打低碳环保的纯植物饮食方案。
ACMR vs PRPL — 直观对比
营收规模更大
ACMR
是对方的1.6倍
$140.7M
营收增速更快
ACMR
高出25.1%
9.1%
净利率更高
ACMR
高出9.8%
-2.3%
两年增速更快
PRPL
近两年复合增速
6.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $231.3M | $140.7M |
| 净利润 | $17.3M | $-3.2M |
| 毛利率 | 46.4% | 41.9% |
| 营业利润率 | 15.6% | -1.6% |
| 净利率 | 7.5% | -2.3% |
| 营收同比 | 34.2% | 9.1% |
| 净利润同比 | -44.7% | 62.1% |
| 每股收益（稀释后） | $0.24 | $0.03 |
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ACMRPRPL
| Q1 26 | $231.3M | — | ||
| Q4 25 | $244.4M | $140.7M | ||
| Q3 25 | $269.2M | $118.8M | ||
| Q2 25 | $215.4M | $105.1M | ||
| Q1 25 | $172.3M | $104.2M | ||
| Q4 24 | $223.5M | $129.0M | ||
| Q3 24 | $204.0M | $118.6M | ||
| Q2 24 | $202.5M | $120.3M |
净利润ACMRPRPL
| Q1 26 | $17.3M | — | ||
| Q4 25 | $8.0M | $-3.2M | ||
| Q3 25 | $35.9M | $-11.7M | ||
| Q2 25 | $29.8M | $-17.3M | ||
| Q1 25 | $20.4M | $-19.1M | ||
| Q4 24 | $31.1M | $-8.5M | ||
| Q3 24 | $30.9M | $-39.2M | ||
| Q2 24 | $24.2M | $27.0K |
毛利率ACMRPRPL
| Q1 26 | 46.4% | — | ||
| Q4 25 | 40.9% | 41.9% | ||
| Q3 25 | 42.0% | 42.8% | ||
| Q2 25 | 48.5% | 35.9% | ||
| Q1 25 | 47.9% | 39.4% | ||
| Q4 24 | 49.6% | 42.9% | ||
| Q3 24 | 51.4% | 29.7% | ||
| Q2 24 | 47.8% | 40.7% |
营业利润率ACMRPRPL
| Q1 26 | 15.6% | — | ||
| Q4 25 | 9.4% | -1.6% | ||
| Q3 25 | 10.7% | -10.2% | ||
| Q2 25 | 14.7% | -13.5% | ||
| Q1 25 | 15.0% | -13.9% | ||
| Q4 24 | 19.7% | -6.0% | ||
| Q3 24 | 21.7% | -39.5% | ||
| Q2 24 | 18.6% | -12.1% |
净利率ACMRPRPL
| Q1 26 | 7.5% | — | ||
| Q4 25 | 3.3% | -2.3% | ||
| Q3 25 | 13.3% | -9.9% | ||
| Q2 25 | 13.8% | -16.5% | ||
| Q1 25 | 11.8% | -18.4% | ||
| Q4 24 | 13.9% | -6.6% | ||
| Q3 24 | 15.2% | -33.1% | ||
| Q2 24 | 12.0% | 0.0% |
每股收益（稀释后）ACMRPRPL
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.11 | $0.03 | ||
| Q3 25 | $0.52 | $0.11 | ||
| Q2 25 | $0.44 | $0.16 | ||
| Q1 25 | $0.30 | $0.18 | ||
| Q4 24 | $0.47 | $0.08 | ||
| Q3 24 | $0.45 | $0.36 | ||
| Q2 24 | $0.35 | $0.00 |
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 | $24.3M |
| 总债务越低越好 | $314.8M | $126.7M |
| 股东权益账面价值 | $2.1B | $-29.7M |
| 总资产 | $3.1B | $296.3M |
| 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ACMRPRPL
| Q1 26 | $872.3M | — | ||
| Q4 25 | $792.9M | $24.3M | ||
| Q3 25 | $1.1B | $32.4M | ||
| Q2 25 | $463.2M | $34.2M | ||
| Q1 25 | $475.6M | $21.6M | ||
| Q4 24 | $426.8M | $29.0M | ||
| Q3 24 | $353.8M | $23.4M | ||
| Q2 24 | $343.6M | $23.4M |
总债务ACMRPRPL
| Q1 26 | $314.8M | — | ||
| Q4 25 | $214.0M | $126.7M | ||
| Q3 25 | $242.0M | — | ||
| Q2 25 | $225.1M | — | ||
| Q1 25 | $202.5M | — | ||
| Q4 24 | $150.0M | $70.7M | ||
| Q3 24 | $150.0M | $50.8M | ||
| Q2 24 | $90.5M | — |
股东权益ACMRPRPL
| Q1 26 | $2.1B | — | ||
| Q4 25 | $1.5B | $-29.7M | ||
| Q3 25 | $1.4B | $-26.9M | ||
| Q2 25 | $986.5M | $-15.6M | ||
| Q1 25 | $949.1M | $1.3M | ||
| Q4 24 | $904.6M | $20.2M | ||
| Q3 24 | $888.2M | $28.0M | ||
| Q2 24 | $833.2M | $66.4M |
总资产ACMRPRPL
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $296.3M | ||
| Q3 25 | $2.8B | $302.1M | ||
| Q2 25 | $2.0B | $303.8M | ||
| Q1 25 | $1.9B | $293.8M | ||
| Q4 24 | $1.9B | $307.8M | ||
| Q3 24 | $1.8B | $309.3M | ||
| Q2 24 | $1.7B | $362.1M |
负债/权益比ACMRPRPL
| Q1 26 | 0.15× | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.17× | 3.50× | ||
| Q3 24 | 0.17× | 1.82× | ||
| Q2 24 | 0.11× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-7.8M |
| 自由现金流率自由现金流/营收 | — | -5.5% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-41.9M |
8季度趋势，按日历期对齐
经营现金流ACMRPRPL
| Q1 26 | — | — | ||
| Q4 25 | $33.9M | $-5.8M | ||
| Q3 25 | $-4.6M | $-968.0K | ||
| Q2 25 | $-44.9M | $-4.0M | ||
| Q1 25 | $5.3M | $-23.1M | ||
| Q4 24 | $88.6M | $6.8M | ||
| Q3 24 | $11.9M | $1.1M | ||
| Q2 24 | $61.6M | $-8.9M |
自由现金流ACMRPRPL
| Q1 26 | — | — | ||
| Q4 25 | $20.1M | $-7.8M | ||
| Q3 25 | $-15.6M | $-1.8M | ||
| Q2 25 | $-59.6M | $-7.0M | ||
| Q1 25 | $-11.4M | $-25.3M | ||
| Q4 24 | $77.2M | $5.7M | ||
| Q3 24 | $-20.6M | $101.0K | ||
| Q2 24 | $48.5M | $-11.0M |
自由现金流率ACMRPRPL
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | -5.5% | ||
| Q3 25 | -5.8% | -1.5% | ||
| Q2 25 | -27.7% | -6.6% | ||
| Q1 25 | -6.6% | -24.3% | ||
| Q4 24 | 34.5% | 4.4% | ||
| Q3 24 | -10.1% | 0.1% | ||
| Q2 24 | 24.0% | -9.2% |
资本支出强度ACMRPRPL
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 1.4% | ||
| Q3 25 | 4.1% | 0.7% | ||
| Q2 25 | 6.8% | 2.8% | ||
| Q1 25 | 9.7% | 2.2% | ||
| Q4 24 | 5.1% | 0.8% | ||
| Q3 24 | 16.0% | 0.9% | ||
| Q2 24 | 6.5% | 1.7% |
现金转化率ACMRPRPL
| Q1 26 | — | — | ||
| Q4 25 | 4.21× | — | ||
| Q3 25 | -0.13× | — | ||
| Q2 25 | -1.51× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 2.85× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 2.54× | -330.22× |
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
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |
