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盛美半导体（ACMR）与SONO TEK CORP（SOTK）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SONO TEK CORP的48.8倍（$244.4M vs $5.0M）。SONO TEK CORP净利率更高（6.8% vs 3.3%，领先3.5%）。盛美半导体同比增速更快（9.4% vs -3.6%）。盛美半导体自由现金流更多（$20.1M vs $1.1M）。过去两年盛美半导体的营收复合增速更高（26.7% vs 2.5%）
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。
Sono Tek Corp是一家总部位于美国的科技企业，主打高精度超声波喷涂系统、喷嘴及相关配件的研发、生产与销售，产品广泛应用于电子制造、医疗设备生产、储能、工业加工等领域，服务全球商业客户与科研机构。
ACMR vs SOTK — 直观对比
营收规模更大
ACMR
是对方的48.8倍
$5.0M
营收增速更快
ACMR
高出13.0%
-3.6%
净利率更高
SOTK
高出3.5%
3.3%
自由现金流更多
ACMR
多$19.0M
$1.1M
两年增速更快
ACMR
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $244.4M | $5.0M |
| 净利润 | $8.0M | $340.0K |
| 毛利率 | 40.9% | 50.2% |
| 营业利润率 | 9.4% | 6.4% |
| 净利率 | 3.3% | 6.8% |
| 营收同比 | 9.4% | -3.6% |
| 净利润同比 | -74.1% | 24.0% |
| 每股收益（稀释后） | $0.11 | $0.02 |
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ACMRSOTK
| Q4 25 | $244.4M | $5.0M | ||
| Q3 25 | $269.2M | $5.2M | ||
| Q2 25 | $215.4M | $5.1M | ||
| Q1 25 | $172.3M | $5.1M | ||
| Q4 24 | $223.5M | $5.2M | ||
| Q3 24 | $204.0M | $5.2M | ||
| Q2 24 | $202.5M | $5.0M | ||
| Q1 24 | $152.2M | $4.8M |
净利润ACMRSOTK
| Q4 25 | $8.0M | $340.0K | ||
| Q3 25 | $35.9M | $423.7K | ||
| Q2 25 | $29.8M | $485.0K | ||
| Q1 25 | $20.4M | $327.7K | ||
| Q4 24 | $31.1M | $274.2K | ||
| Q3 24 | $30.9M | $340.7K | ||
| Q2 24 | $24.2M | $330.8K | ||
| Q1 24 | $17.4M | $156.6K |
毛利率ACMRSOTK
| Q4 25 | 40.9% | 50.2% | ||
| Q3 25 | 42.0% | 50.2% | ||
| Q2 25 | 48.5% | 51.9% | ||
| Q1 25 | 47.9% | 47.4% | ||
| Q4 24 | 49.6% | 45.1% | ||
| Q3 24 | 51.4% | 48.7% | ||
| Q2 24 | 47.8% | 48.8% | ||
| Q1 24 | 52.0% | 49.1% |
营业利润率ACMRSOTK
| Q4 25 | 9.4% | 6.4% | ||
| Q3 25 | 10.7% | 8.2% | ||
| Q2 25 | 14.7% | 9.4% | ||
| Q1 25 | 15.0% | 5.6% | ||
| Q4 24 | 19.7% | 3.8% | ||
| Q3 24 | 21.7% | 5.5% | ||
| Q2 24 | 18.6% | 4.7% | ||
| Q1 24 | 16.6% | -0.3% |
净利率ACMRSOTK
| Q4 25 | 3.3% | 6.8% | ||
| Q3 25 | 13.3% | 8.2% | ||
| Q2 25 | 13.8% | 9.4% | ||
| Q1 25 | 11.8% | 6.4% | ||
| Q4 24 | 13.9% | 5.3% | ||
| Q3 24 | 15.2% | 6.6% | ||
| Q2 24 | 12.0% | 6.6% | ||
| Q1 24 | 11.5% | 3.3% |
每股收益（稀释后）ACMRSOTK
| Q4 25 | $0.11 | $0.02 | ||
| Q3 25 | $0.52 | $0.03 | ||
| Q2 25 | $0.44 | $0.03 | ||
| Q1 25 | $0.30 | $0.02 | ||
| Q4 24 | $0.47 | $0.02 | ||
| Q3 24 | $0.45 | $0.02 | ||
| Q2 24 | $0.35 | $0.02 | ||
| Q1 24 | $0.26 | $0.02 |
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 | $792.9M | $11.7M |
| 总债务越低越好 | $214.0M | — |
| 股东权益账面价值 | $1.5B | $19.1M |
| 总资产 | $2.9B | $23.9M |
| 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ACMRSOTK
| Q4 25 | $792.9M | $11.7M | ||
| Q3 25 | $1.1B | $10.6M | ||
| Q2 25 | $463.2M | $10.9M | ||
| Q1 25 | $475.6M | $11.9M | ||
| Q4 24 | $426.8M | $12.7M | ||
| Q3 24 | $353.8M | $11.6M | ||
| Q2 24 | $343.6M | $12.2M | ||
| Q1 24 | $230.0M | $11.8M |
总债务ACMRSOTK
| 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 | — | ||
| Q1 24 | $60.0M | — |
股东权益ACMRSOTK
| Q4 25 | $1.5B | $19.1M | ||
| Q3 25 | $1.4B | $18.7M | ||
| Q2 25 | $986.5M | $18.3M | ||
| Q1 25 | $949.1M | $17.8M | ||
| Q4 24 | $904.6M | $17.4M | ||
| Q3 24 | $888.2M | $17.0M | ||
| Q2 24 | $833.2M | $16.7M | ||
| Q1 24 | $796.2M | $16.3M |
总资产ACMRSOTK
| Q4 25 | $2.9B | $23.9M | ||
| Q3 25 | $2.8B | $23.2M | ||
| Q2 25 | $2.0B | $23.4M | ||
| Q1 25 | $1.9B | $23.4M | ||
| Q4 24 | $1.9B | $24.3M | ||
| Q3 24 | $1.8B | $22.9M | ||
| Q2 24 | $1.7B | $23.6M | ||
| Q1 24 | $1.6B | $23.1M |
负债/权益比ACMRSOTK
| 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× | — | ||
| Q1 24 | 0.08× | — |
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 | $33.9M | $1.2M |
| 自由现金流经营现金流 - 资本支出 | $20.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 8.2% | 22.8% |
| 资本支出强度资本支出/营收 | 5.6% | 1.4% |
| 现金转化率经营现金流/净利润 | 4.21× | 3.56× |
| 过去12个月自由现金流最近4个季度 | $-66.6M | $-811.2K |
8季度趋势，按日历期对齐
经营现金流ACMRSOTK
| Q4 25 | $33.9M | $1.2M | ||
| Q3 25 | $-4.6M | $-176.8K | ||
| Q2 25 | $-44.9M | $-922.3K | ||
| Q1 25 | $5.3M | $-674.3K | ||
| Q4 24 | $88.6M | $1.3M | ||
| Q3 24 | $11.9M | $-418.4K | ||
| Q2 24 | $61.6M | $328.0K | ||
| Q1 24 | $-9.6M | $-278.5K |
自由现金流ACMRSOTK
| Q4 25 | $20.1M | $1.1M | ||
| Q3 25 | $-15.6M | $-237.3K | ||
| Q2 25 | $-59.6M | $-974.5K | ||
| Q1 25 | $-11.4M | $-740.0K | ||
| Q4 24 | $77.2M | $1.1M | ||
| Q3 24 | $-20.6M | $-576.1K | ||
| Q2 24 | $48.5M | $295.0K | ||
| Q1 24 | $-35.1M | $-746.6K |
自由现金流率ACMRSOTK
| Q4 25 | 8.2% | 22.8% | ||
| Q3 25 | -5.8% | -4.6% | ||
| Q2 25 | -27.7% | -19.0% | ||
| Q1 25 | -6.6% | -14.5% | ||
| Q4 24 | 34.5% | 20.8% | ||
| Q3 24 | -10.1% | -11.2% | ||
| Q2 24 | 24.0% | 5.9% | ||
| Q1 24 | -23.0% | -15.7% |
资本支出强度ACMRSOTK
| Q4 25 | 5.6% | 1.4% | ||
| Q3 25 | 4.1% | 1.2% | ||
| Q2 25 | 6.8% | 1.0% | ||
| Q1 25 | 9.7% | 1.3% | ||
| Q4 24 | 5.1% | 4.1% | ||
| Q3 24 | 16.0% | 3.1% | ||
| Q2 24 | 6.5% | 0.7% | ||
| Q1 24 | 16.7% | 9.8% |
现金转化率ACMRSOTK
| Q4 25 | 4.21× | 3.56× | ||
| Q3 25 | -0.13× | -0.42× | ||
| Q2 25 | -1.51× | -1.90× | ||
| Q1 25 | 0.26× | -2.06× | ||
| Q4 24 | 2.85× | 4.70× | ||
| Q3 24 | 0.39× | -1.23× | ||
| Q2 24 | 2.54× | 0.99× | ||
| Q1 24 | -0.55× | -1.78× |
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
| Total Single Wafer And Semi Critical Cleaning Equipment | $159.9M | 65% |
| ECP Front End And Packaging Furnace And Other Technologies | $64.1M | 26% |
| Advanced Packaging Exclude ECP Services Spares | $20.5M | 8% |
SOTK
暂无分部数据
