vs
盛美半导体（ACMR）与null（SWIM）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null的2.0倍（$231.3M vs $117.3M），盛美半导体净利率更高（7.5% vs -7.3%，领先14.8%），盛美半导体同比增速更快（34.2% vs 5.3%），过去两年盛美半导体的营收复合增速更高（6.9% vs -14.4%）
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。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
ACMR vs SWIM — 直观对比
营收规模更大
ACMR
是对方的2.0倍
$117.3M
营收增速更快
ACMR
高出28.9%
5.3%
净利率更高
ACMR
高出14.8%
-7.3%
两年增速更快
ACMR
近两年复合增速
-14.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $231.3M | $117.3M |
| 净利润 | $17.3M | $-8.5M |
| 毛利率 | 46.4% | 31.7% |
| 营业利润率 | 15.6% | — |
| 净利率 | 7.5% | -7.3% |
| 营收同比 | 34.2% | 5.3% |
| 净利润同比 | -44.7% | -43.1% |
| 每股收益（稀释后） | $0.24 | $-0.07 |
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ACMRSWIM
| Q1 26 | $231.3M | $117.3M | ||
| Q4 25 | $244.4M | $100.0M | ||
| Q3 25 | $269.2M | $161.9M | ||
| Q2 25 | $215.4M | $172.6M | ||
| Q1 25 | $172.3M | $111.4M | ||
| Q4 24 | $223.5M | $87.3M | ||
| Q3 24 | $204.0M | $150.5M | ||
| Q2 24 | $202.5M | $160.1M |
净利润ACMRSWIM
| Q1 26 | $17.3M | $-8.5M | ||
| Q4 25 | $8.0M | $-7.0M | ||
| Q3 25 | $35.9M | $8.1M | ||
| Q2 25 | $29.8M | $16.0M | ||
| Q1 25 | $20.4M | $-6.0M | ||
| Q4 24 | $31.1M | $-29.2M | ||
| Q3 24 | $30.9M | $5.9M | ||
| Q2 24 | $24.2M | $13.3M |
毛利率ACMRSWIM
| Q1 26 | 46.4% | 31.7% | ||
| Q4 25 | 40.9% | 28.0% | ||
| Q3 25 | 42.0% | 35.4% | ||
| Q2 25 | 48.5% | 37.1% | ||
| Q1 25 | 47.9% | 29.5% | ||
| Q4 24 | 49.6% | 24.6% | ||
| Q3 24 | 51.4% | 32.4% | ||
| Q2 24 | 47.8% | 33.1% |
营业利润率ACMRSWIM
| Q1 26 | 15.6% | — | ||
| Q4 25 | 9.4% | -10.7% | ||
| Q3 25 | 10.7% | 13.3% | ||
| Q2 25 | 14.7% | 14.3% | ||
| Q1 25 | 15.0% | -4.4% | ||
| Q4 24 | 19.7% | -14.9% | ||
| Q3 24 | 21.7% | 8.9% | ||
| Q2 24 | 18.6% | 12.5% |
净利率ACMRSWIM
| Q1 26 | 7.5% | -7.3% | ||
| Q4 25 | 3.3% | -7.0% | ||
| Q3 25 | 13.3% | 5.0% | ||
| Q2 25 | 13.8% | 9.3% | ||
| Q1 25 | 11.8% | -5.4% | ||
| Q4 24 | 13.9% | -33.4% | ||
| Q3 24 | 15.2% | 3.9% | ||
| Q2 24 | 12.0% | 8.3% |
每股收益（稀释后）ACMRSWIM
| Q1 26 | $0.24 | $-0.07 | ||
| Q4 25 | $0.11 | $-0.06 | ||
| Q3 25 | $0.52 | $0.07 | ||
| Q2 25 | $0.44 | $0.13 | ||
| Q1 25 | $0.30 | $-0.05 | ||
| Q4 24 | $0.47 | $-0.24 | ||
| Q3 24 | $0.45 | $0.05 | ||
| Q2 24 | $0.35 | $0.11 |
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 | $3.3M |
| 股东权益账面价值 | $2.1B | $396.7M |
| 总资产 | $3.1B | $856.4M |
| 负债/权益比越低杠杆越低 | 0.15× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资ACMRSWIM
| 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ACMRSWIM
| Q1 26 | $314.8M | $3.3M | ||
| Q4 25 | $214.0M | $279.8M | ||
| Q3 25 | $242.0M | $281.1M | ||
| Q2 25 | $225.1M | $281.5M | ||
| Q1 25 | $202.5M | $306.9M | ||
| Q4 24 | $150.0M | $281.5M | ||
| Q3 24 | $150.0M | $282.8M | ||
| Q2 24 | $90.5M | $282.4M |
股东权益ACMRSWIM
| Q1 26 | $2.1B | $396.7M | ||
| Q4 25 | $1.5B | $405.9M | ||
| Q3 25 | $1.4B | $408.4M | ||
| Q2 25 | $986.5M | $398.4M | ||
| Q1 25 | $949.1M | $381.1M | ||
| Q4 24 | $904.6M | $387.2M | ||
| Q3 24 | $888.2M | $416.6M | ||
| Q2 24 | $833.2M | $408.1M |
总资产ACMRSWIM
| Q1 26 | $3.1B | $856.4M | ||
| Q4 25 | $2.9B | $823.2M | ||
| Q3 25 | $2.8B | $844.4M | ||
| Q2 25 | $2.0B | $822.1M | ||
| Q1 25 | $1.9B | $824.6M | ||
| Q4 24 | $1.9B | $794.2M | ||
| Q3 24 | $1.8B | $853.4M | ||
| Q2 24 | $1.7B | $830.0M |
负债/权益比ACMRSWIM
| Q1 26 | 0.15× | 0.01× | ||
| Q4 25 | 0.15× | 0.69× | ||
| Q3 25 | 0.17× | 0.69× | ||
| Q2 25 | 0.23× | 0.71× | ||
| Q1 25 | 0.21× | 0.81× | ||
| Q4 24 | 0.17× | 0.73× | ||
| Q3 24 | 0.17× | 0.68× | ||
| Q2 24 | 0.11× | 0.69× |
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 | — | $-47.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ACMRSWIM
| Q1 26 | — | $-47.7M | ||
| Q4 25 | $33.9M | $23.3M | ||
| Q3 25 | $-4.6M | $51.0M | ||
| Q2 25 | $-44.9M | $36.0M | ||
| Q1 25 | $5.3M | $-46.9M | ||
| Q4 24 | $88.6M | $6.2M | ||
| Q3 24 | $11.9M | $37.2M | ||
| Q2 24 | $61.6M | $52.4M |
自由现金流ACMRSWIM
| Q1 26 | — | — | ||
| Q4 25 | $20.1M | $14.1M | ||
| Q3 25 | $-15.6M | $45.2M | ||
| Q2 25 | $-59.6M | $29.1M | ||
| Q1 25 | $-11.4M | $-50.3M | ||
| Q4 24 | $77.2M | $-98.0K | ||
| Q3 24 | $-20.6M | $33.2M | ||
| Q2 24 | $48.5M | $47.9M |
自由现金流率ACMRSWIM
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | 14.1% | ||
| Q3 25 | -5.8% | 27.9% | ||
| Q2 25 | -27.7% | 16.8% | ||
| Q1 25 | -6.6% | -45.2% | ||
| Q4 24 | 34.5% | -0.1% | ||
| Q3 24 | -10.1% | 22.1% | ||
| Q2 24 | 24.0% | 29.9% |
资本支出强度ACMRSWIM
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 9.2% | ||
| Q3 25 | 4.1% | 3.6% | ||
| Q2 25 | 6.8% | 4.0% | ||
| Q1 25 | 9.7% | 3.1% | ||
| Q4 24 | 5.1% | 7.2% | ||
| Q3 24 | 16.0% | 2.7% | ||
| Q2 24 | 6.5% | 2.8% |
现金转化率ACMRSWIM
| Q1 26 | — | — | ||
| Q4 25 | 4.21× | — | ||
| Q3 25 | -0.13× | 6.29× | ||
| Q2 25 | -1.51× | 2.25× | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 2.85× | — | ||
| Q3 24 | 0.39× | 6.32× | ||
| Q2 24 | 2.54× | 3.95× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
