vs
盛美半导体（ACMR）与WSFS FINANCIAL CORP（WSFS）财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是盛美半导体的1.2倍（$275.3M vs $231.3M），WSFS FINANCIAL CORP净利率更高（31.5% vs 7.5%，领先24.0%），盛美半导体同比增速更快（34.2% vs 7.5%），过去两年盛美半导体的营收复合增速更高（6.9% vs 1.7%）
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。
WSFS金融集团是一家金融服务企业，核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点，其中88个为银行网点，分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州，提供全面金融服务。
ACMR vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.2倍
$231.3M
营收增速更快
ACMR
高出26.7%
7.5%
净利率更高
WSFS
高出24.0%
7.5%
两年增速更快
ACMR
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $231.3M | $275.3M |
| 净利润 | $17.3M | $86.8M |
| 毛利率 | 46.4% | — |
| 营业利润率 | 15.6% | — |
| 净利率 | 7.5% | 31.5% |
| 营收同比 | 34.2% | 7.5% |
| 净利润同比 | -44.7% | 31.7% |
| 每股收益（稀释后） | $0.24 | $1.64 |
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ACMRWSFS
| Q1 26 | $231.3M | $275.3M | ||
| Q4 25 | $244.4M | $271.9M | ||
| Q3 25 | $269.2M | $270.5M | ||
| Q2 25 | $215.4M | $267.5M | ||
| Q1 25 | $172.3M | $256.1M | ||
| Q4 24 | $223.5M | $261.5M | ||
| Q3 24 | $204.0M | $267.7M | ||
| Q2 24 | $202.5M | $266.0M |
净利润ACMRWSFS
| Q1 26 | $17.3M | $86.8M | ||
| Q4 25 | $8.0M | $72.7M | ||
| Q3 25 | $35.9M | $76.4M | ||
| Q2 25 | $29.8M | $72.3M | ||
| Q1 25 | $20.4M | $65.9M | ||
| Q4 24 | $31.1M | $64.2M | ||
| Q3 24 | $30.9M | $64.4M | ||
| Q2 24 | $24.2M | $69.3M |
毛利率ACMRWSFS
| 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ACMRWSFS
| Q1 26 | 15.6% | — | ||
| Q4 25 | 9.4% | 35.8% | ||
| Q3 25 | 10.7% | 37.3% | ||
| Q2 25 | 14.7% | 35.7% | ||
| Q1 25 | 15.0% | 34.0% | ||
| Q4 24 | 19.7% | 32.3% | ||
| Q3 24 | 21.7% | 31.9% | ||
| Q2 24 | 18.6% | 34.0% |
净利率ACMRWSFS
| Q1 26 | 7.5% | 31.5% | ||
| Q4 25 | 3.3% | 26.7% | ||
| Q3 25 | 13.3% | 28.3% | ||
| Q2 25 | 13.8% | 27.0% | ||
| Q1 25 | 11.8% | 25.7% | ||
| Q4 24 | 13.9% | 24.6% | ||
| Q3 24 | 15.2% | 24.1% | ||
| Q2 24 | 12.0% | 26.0% |
每股收益（稀释后）ACMRWSFS
| Q1 26 | $0.24 | $1.64 | ||
| Q4 25 | $0.11 | $1.33 | ||
| Q3 25 | $0.52 | $1.37 | ||
| Q2 25 | $0.44 | $1.27 | ||
| Q1 25 | $0.30 | $1.12 | ||
| Q4 24 | $0.47 | $1.08 | ||
| Q3 24 | $0.45 | $1.08 | ||
| Q2 24 | $0.35 | $1.16 |
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 | — |
| 股东权益账面价值 | $2.1B | $2.7B |
| 总资产 | $3.1B | $22.1B |
| 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ACMRWSFS
| Q1 26 | $872.3M | — | ||
| Q4 25 | $792.9M | $1.7B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $463.2M | — | ||
| Q1 25 | $475.6M | — | ||
| Q4 24 | $426.8M | $1.2B | ||
| Q3 24 | $353.8M | — | ||
| Q2 24 | $343.6M | — |
总债务ACMRWSFS
| 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ACMRWSFS
| Q1 26 | $2.1B | $2.7B | ||
| Q4 25 | $1.5B | $2.7B | ||
| Q3 25 | $1.4B | $2.8B | ||
| Q2 25 | $986.5M | $2.7B | ||
| Q1 25 | $949.1M | $2.7B | ||
| Q4 24 | $904.6M | $2.6B | ||
| Q3 24 | $888.2M | $2.7B | ||
| Q2 24 | $833.2M | $2.5B |
总资产ACMRWSFS
| Q1 26 | $3.1B | $22.1B | ||
| Q4 25 | $2.9B | $21.3B | ||
| Q3 25 | $2.8B | $20.8B | ||
| Q2 25 | $2.0B | $20.8B | ||
| Q1 25 | $1.9B | $20.5B | ||
| Q4 24 | $1.9B | $20.8B | ||
| Q3 24 | $1.8B | $20.9B | ||
| Q2 24 | $1.7B | $20.7B |
负债/权益比ACMRWSFS
| 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
