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盛美半导体（ACMR）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是盛美半导体的1.4倍（$324.4M vs $231.3M），盛美半导体净利率更高（7.5% vs 5.7%，领先1.8%），盛美半导体同比增速更快（34.2% vs 10.4%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
ACMR vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.4倍
$231.3M
营收增速更快
ACMR
高出23.8%
10.4%
净利率更高
ACMR
高出1.8%
5.7%
两年增速更快
RVLV
近两年复合增速
6.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $231.3M | $324.4M |
| 净利润 | $17.3M | $18.6M |
| 毛利率 | 46.4% | 53.3% |
| 营业利润率 | 15.6% | 6.3% |
| 净利率 | 7.5% | 5.7% |
| 营收同比 | 34.2% | 10.4% |
| 净利润同比 | -44.7% | 50.4% |
| 每股收益（稀释后） | $0.24 | $0.27 |
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ACMRRVLV
| Q1 26 | $231.3M | — | ||
| Q4 25 | $244.4M | $324.4M | ||
| Q3 25 | $269.2M | $295.6M | ||
| Q2 25 | $215.4M | $309.0M | ||
| Q1 25 | $172.3M | $296.7M | ||
| Q4 24 | $223.5M | $293.7M | ||
| Q3 24 | $204.0M | $283.1M | ||
| Q2 24 | $202.5M | $282.5M |
净利润ACMRRVLV
| Q1 26 | $17.3M | — | ||
| Q4 25 | $8.0M | $18.6M | ||
| Q3 25 | $35.9M | $21.2M | ||
| Q2 25 | $29.8M | $10.2M | ||
| Q1 25 | $20.4M | $11.8M | ||
| Q4 24 | $31.1M | $12.3M | ||
| Q3 24 | $30.9M | $11.0M | ||
| Q2 24 | $24.2M | $15.4M |
毛利率ACMRRVLV
| Q1 26 | 46.4% | — | ||
| Q4 25 | 40.9% | 53.3% | ||
| Q3 25 | 42.0% | 54.6% | ||
| Q2 25 | 48.5% | 54.1% | ||
| Q1 25 | 47.9% | 52.0% | ||
| Q4 24 | 49.6% | 52.5% | ||
| Q3 24 | 51.4% | 51.2% | ||
| Q2 24 | 47.8% | 54.0% |
营业利润率ACMRRVLV
| Q1 26 | 15.6% | — | ||
| Q4 25 | 9.4% | 6.3% | ||
| Q3 25 | 10.7% | 7.1% | ||
| Q2 25 | 14.7% | 5.8% | ||
| Q1 25 | 15.0% | 5.0% | ||
| Q4 24 | 19.7% | 3.9% | ||
| Q3 24 | 21.7% | 5.0% | ||
| Q2 24 | 18.6% | 5.8% |
净利率ACMRRVLV
| Q1 26 | 7.5% | — | ||
| Q4 25 | 3.3% | 5.7% | ||
| Q3 25 | 13.3% | 7.2% | ||
| Q2 25 | 13.8% | 3.3% | ||
| Q1 25 | 11.8% | 4.0% | ||
| Q4 24 | 13.9% | 4.2% | ||
| Q3 24 | 15.2% | 3.9% | ||
| Q2 24 | 12.0% | 5.4% |
每股收益（稀释后）ACMRRVLV
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.11 | $0.27 | ||
| Q3 25 | $0.52 | $0.29 | ||
| Q2 25 | $0.44 | $0.14 | ||
| Q1 25 | $0.30 | $0.16 | ||
| Q4 24 | $0.47 | $0.18 | ||
| Q3 24 | $0.45 | $0.15 | ||
| Q2 24 | $0.35 | $0.21 |
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 | $292.3M |
| 总债务越低越好 | $314.8M | — |
| 股东权益账面价值 | $2.1B | $512.5M |
| 总资产 | $3.1B | $765.0M |
| 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ACMRRVLV
| Q1 26 | $872.3M | — | ||
| Q4 25 | $792.9M | $292.3M | ||
| Q3 25 | $1.1B | $315.4M | ||
| Q2 25 | $463.2M | $310.7M | ||
| Q1 25 | $475.6M | $300.8M | ||
| Q4 24 | $426.8M | $256.6M | ||
| Q3 24 | $353.8M | $252.8M | ||
| Q2 24 | $343.6M | $244.7M |
总债务ACMRRVLV
| 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ACMRRVLV
| Q1 26 | $2.1B | — | ||
| Q4 25 | $1.5B | $512.5M | ||
| Q3 25 | $1.4B | $490.2M | ||
| Q2 25 | $986.5M | $468.6M | ||
| Q1 25 | $949.1M | $453.4M | ||
| Q4 24 | $904.6M | $437.8M | ||
| Q3 24 | $888.2M | $420.8M | ||
| Q2 24 | $833.2M | $405.8M |
总资产ACMRRVLV
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $765.0M | ||
| Q3 25 | $2.8B | $751.3M | ||
| Q2 25 | $2.0B | $722.9M | ||
| Q1 25 | $1.9B | $713.9M | ||
| Q4 24 | $1.9B | $665.5M | ||
| Q3 24 | $1.8B | $670.9M | ||
| Q2 24 | $1.7B | $657.8M |
负债/权益比ACMRRVLV
| 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× | — |
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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流ACMRRVLV
| Q1 26 | — | — | ||
| Q4 25 | $33.9M | $-10.2M | ||
| Q3 25 | $-4.6M | $11.8M | ||
| Q2 25 | $-44.9M | $12.6M | ||
| Q1 25 | $5.3M | $45.1M | ||
| Q4 24 | $88.6M | $3.9M | ||
| Q3 24 | $11.9M | $9.1M | ||
| Q2 24 | $61.6M | $-24.7M |
自由现金流ACMRRVLV
| Q1 26 | — | — | ||
| Q4 25 | $20.1M | $-13.3M | ||
| Q3 25 | $-15.6M | $7.5M | ||
| Q2 25 | $-59.6M | $10.4M | ||
| Q1 25 | $-11.4M | $43.4M | ||
| Q4 24 | $77.2M | $2.1M | ||
| Q3 24 | $-20.6M | $8.0M | ||
| Q2 24 | $48.5M | $-25.7M |
自由现金流率ACMRRVLV
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | -4.1% | ||
| Q3 25 | -5.8% | 2.5% | ||
| Q2 25 | -27.7% | 3.4% | ||
| Q1 25 | -6.6% | 14.6% | ||
| Q4 24 | 34.5% | 0.7% | ||
| Q3 24 | -10.1% | 2.8% | ||
| Q2 24 | 24.0% | -9.1% |
资本支出强度ACMRRVLV
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 1.0% | ||
| Q3 25 | 4.1% | 1.5% | ||
| Q2 25 | 6.8% | 0.7% | ||
| Q1 25 | 9.7% | 0.6% | ||
| Q4 24 | 5.1% | 0.6% | ||
| Q3 24 | 16.0% | 0.4% | ||
| Q2 24 | 6.5% | 0.4% |
现金转化率ACMRRVLV
| Q1 26 | — | — | ||
| Q4 25 | 4.21× | -0.55× | ||
| Q3 25 | -0.13× | 0.56× | ||
| Q2 25 | -1.51× | 1.24× | ||
| Q1 25 | 0.26× | 3.82× | ||
| Q4 24 | 2.85× | 0.32× | ||
| Q3 24 | 0.39× | 0.83× | ||
| Q2 24 | 2.54× | -1.60× |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
