ACM Research 과거 순이익 실적
과거 기준 점검 2/6
ACM Research은 연평균 28.7%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 수입이 3.6% 증가했습니다. 매출은 연평균 30.9%의 비율로 증가했습니다. ACM Research의 자기자본이익률은 5.9%이고 순이익률은 9.5%입니다.
핵심 정보
28.69%
순이익 성장률
26.48%
주당순이익(EPS) 성장률
| Semiconductor 산업 성장률 | 27.66% |
| 매출 성장률 | 30.85% |
| 자기자본이익률 | 5.91% |
| 순이익률 | 9.48% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
분석 기사 • May 15
We Think That There Are More Issues For ACM Research (NASDAQ:ACMR) Than Just Sluggish Earnings
The market rallied behind ACM Research, Inc.'s ( NASDAQ:ACMR ) stock, leading do a rise in the share price after its...분석 기사 • Nov 13
ACM Research's (NASDAQ:ACMR) Solid Earnings May Rest On Weak Foundations
The stock price didn't jump after ACM Research, Inc. ( NASDAQ:ACMR ) posted decent earnings last week. We think that...Recent updates
내러티브 업데이트 • Jul 06
ACMR: China Memory Exposure And Backend Expansion Will Shape Balanced 2026 Outcome
Analysts have lifted the ACM Research fair value estimate from $88.63 to $102.14. This reflects recent price target increases that highlight potential contributions from China memory exposure, ECP adoption in advanced packaging, and additional backend opportunities outside mainland China.내러티브 업데이트 • Jun 22
ACMR: Reliance On China Tool Demand Will Restrain 2026 Upside Potential
ACM Research's analyst fair value estimate has been nudged higher to $88.63 from $85.06, following recent price target increases that reference continued China tool demand, expectations for broader customer diversification, and potential contribution from emerging front end and back end products. Analyst Commentary Recent research on ACM Research points to a generally constructive stance from bullish analysts, with higher price targets linked to expectations around tool demand, product breadth, and customer mix.Seeking Alpha • Jun 17
ACM Research: Advanced Packaging Just Getting Started, Keep Holding Your Gains
Summary ACM Research, Inc. delivered strong Q1 results, with 34% y/y revenue growth and significant outperformance in ECP and Furnace segments. Gross margins rebounded sequentially to 46.4%, despite a mix shift toward lower-margin ECP tools; profitability remains solid with a robust balance sheet. Advanced Packaging and ECP are key growth drivers, leveraging AI chip demand and new panel-level ECP tools, positioning ACMR for continued outperformance. I am holding ACMR for the long term, given its AI exposure and growth prospects, but not adding to my position after a 300% rally. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 05
ACMR: Semiconductor Demand And Hong Kong Listing Plans Will Shape Balanced 2026 Outlook
Analysts have lifted their price target on ACM Research from $70.50 to $85.06, citing higher assumed revenue growth, a richer future P/E multiple, and support from Street research pointing to strong semiconductor demand and potential for increased tool shipments. Analyst Commentary Street research on ACM Research has leaned positive, with recent commentary focusing on how sector demand and potential tool shipment trends could influence what investors are willing to pay for the stock.분석 기사 • May 15
We Think That There Are More Issues For ACM Research (NASDAQ:ACMR) Than Just Sluggish Earnings
The market rallied behind ACM Research, Inc.'s ( NASDAQ:ACMR ) stock, leading do a rise in the share price after its...내러티브 업데이트 • Apr 22
ACMR: Backlog Visibility And China Memory Demand Will Support 2026 Outlook
Analysts have raised ACM Research's price target to $70 from $40 and to $68 from $58, citing strong backlog visibility, sustained demand in China and new customer growth in additional regions as key factors supporting the higher valuations. Analyst Commentary Recent research on ACM Research clusters around higher price targets, with analysts focusing on the company’s order backlog, demand trends in China and contributions from newer regions as key pieces of the valuation story.
새로운 내러티브 • Apr 19
ACM Research Could Reach $61–$91 Over the Next Five Years
ACM Research (ACMR) has a credible path to $61–$91 over the next five years because it is a specialized supplier of advanced wet‑clean and electroplating equipment used in semiconductor manufacturing, particularly in China and expanding nodes. Its tools support critical cleaning and plating steps needed for increasingly complex chips, which gives it structural exposure to long‑term fabrication‑capex growth.내러티브 업데이트 • Apr 08
ACMR: Backlog And China Memory Demand Will Support 2026 Outlook
Analysts increased their ACM Research price targets by $10 and $30 in recent updates, citing strong order backlog, expansion in China’s memory and advanced-node markets, and contributions from new customers across more regions as key supports for their higher views. Analyst Commentary Recent research updates on ACM Research point to a generally constructive stance from Wall Street, with higher price targets and a focus on how the company executes against its backlog and demand outlook in China and new regions.내러티브 업데이트 • Mar 24
ACMR: Backlog Visibility Into 2026 Revenue Will Support Future Returns
ACM Research's analyst price target has shifted modestly to $70.50. Analysts point to strong backlog visibility, accelerating China memory and advanced node expansion, and contributions from new customers in new geographies as key supports for their updated view.내러티브 업데이트 • Mar 09
ACMR: Backlog Visibility And New Customer Wins Will Support Future Returns
Analysts lifted their fair value estimate for ACM Research to $70.50 from $51.87, citing higher long-term revenue growth and profit margin assumptions, as well as recent Street price target increases that reflect confidence in the company’s backlog and new customer contributions. Analyst Commentary Recent Street research on ACM Research has centered on how the order book, customer mix, and margin outlook feed into valuation.내러티브 업데이트 • Feb 23
ACMR: Execution Risks And Rich P/E Multiple Are Expected To Restrain Returns
Analysts have raised their price target on ACM Research by about $3 to roughly $52, citing updated assumptions around fair value, revenue growth, profit margins, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research around ACM Research price targets shows a mix of optimism and caution, with changes clustered within a relatively tight band and grounded in revised assumptions on earnings power, growth trajectories, and perceived risk.내러티브 업데이트 • Feb 08
ACMR: AI Execution And Margin Pressures Are Expected To Restrain Future Returns
Analysts have trimmed their price target on ACM Research by a modest amount, reflecting slightly lower assumed discount rates and P/E multiples while keeping fair value and core growth and margin assumptions essentially unchanged. Analyst Commentary Recent research on ACM Research points to a mixed but useful playbook for how analysts are thinking about valuation, execution, and growth risk, especially when you compare it with how peers in adjacent sectors are being treated.
새로운 내러티브 • Feb 03
AI Driven Wafer Equipment Demand Will Support A Positive Long Term Outlook
Catalysts About ACM Research ACM Research supplies semiconductor manufacturing equipment focused on wafer cleaning, electroplating, furnace, Track and related process tools for front end and advanced packaging applications. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Jan 25
ACMR: Margin Headwinds And Demand Ramp Are Expected To Shape Returns
Analysts have adjusted their view on ACM Research, with the price target moving from US$41.64 to US$48.67 as they factor in updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E, following recent research that points to temporary margin headwinds alongside a continued demand ramp. Analyst Commentary Recent research on ACM Research points to a mixed but constructive view, with analysts updating their models around margins, demand trends, and the appropriate P/E to apply to the stock.내러티브 업데이트 • Jan 10
ACMR: Margin Headwinds And Tool Acceptance Timing Will Likely Constrain Upside
Analysts now estimate fair value for ACM Research at approximately $41.64, up from $40.81. This reflects updated assumptions on the discount rate, profit margin, and future P/E following recent research that highlighted temporary margin pressure alongside a recovering demand backdrop.분석 기사 • Jan 08
Why Investors Shouldn't Be Surprised By ACM Research, Inc.'s (NASDAQ:ACMR) 30% Share Price Surge
ACM Research, Inc. ( NASDAQ:ACMR ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Jan 02
Should You Be Adding ACM Research (NASDAQ:ACMR) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...내러티브 업데이트 • Dec 26
ACMR: China Tools And New Platforms Will Drive Future Demand Amid Margin Headwinds
Analysts have lowered their price target on ACM Research to $40 from $50, citing a combination of near term margin headwinds and reduced estimates following recent results, while maintaining confidence in the company’s sustained demand ramp and mid to high teens revenue growth outlook. Analyst Commentary Recent Street research on ACM Research reflects a more balanced stance, with valuation reset lower but the long term growth and execution story largely intact.내러티브 업데이트 • Dec 12
ACMR: China Tools And New Platforms Will Drive Resilient Yet Measured Outlook
Analysts have trimmed their price target on ACM Research to $40 from $50 as they balance confidence in a Q3 demand recovery and mid to high teens revenue growth with caution around near term margin headwinds and modestly lower estimates. Analyst Commentary Street research on ACM Research reflects a generally constructive view on the companys growth and execution, tempered by a more conservative stance on near term profitability and risk.내러티브 업데이트 • Nov 27
ACMR: Demand Momentum From China Semiconductor Sector Will Drive Long-Term Resilience
Analysts have reduced their price target for ACM Research to $40 from $50, citing temporary margin headwinds following the company's latest quarterly report. Analyst Commentary Following the company's latest results, analyst sentiment reflects both confidence in ACM Research's growth prospects and caution around near-term challenges.분석 기사 • Nov 24
It's Down 28% But ACM Research, Inc. (NASDAQ:ACMR) Could Be Riskier Than It Looks
The ACM Research, Inc. ( NASDAQ:ACMR ) share price has softened a substantial 28% over the previous 30 days, handing...분석 기사 • Nov 13
ACM Research's (NASDAQ:ACMR) Solid Earnings May Rest On Weak Foundations
The stock price didn't jump after ACM Research, Inc. ( NASDAQ:ACMR ) posted decent earnings last week. We think that...내러티브 업데이트 • Nov 07
ACMR: Strong China Semiconductor Demand Will Support Future Recovery Momentum
Analysts have reduced their price target for ACM Research from $42.04 to $40.81 per share, citing near-term margin pressures and a slightly more cautious outlook on revenue growth. They note continued demand momentum in the company's core markets.내러티브 업데이트 • Oct 23
Analysts Boost ACM Research Price Target Amid Positive Backlog and China Semiconductor Momentum
The analyst price target for ACM Research has increased by $10 to $50, with analysts citing a strong annual backlog update and continued momentum in China’s semiconductor manufacturing demand as key drivers for their positive outlook. Analyst Commentary Recent analyst activity surrounding ACM Research reflects a generally positive sentiment, with a notable upward revision in price targets.내러티브 업데이트 • Oct 09
Digitalization And AI Will Transform Semiconductor Manufacturing
ACM Research's analyst price target has been increased from $36.08 to $40.89. Analysts cite stronger backlog growth, increased confidence in sustained revenue momentum, and improving fundamentals as drivers for their higher valuation outlook.내러티브 업데이트 • Sep 25
Digitalization And AI Will Transform Semiconductor Manufacturing
The consensus analyst price target for ACM Research has increased modestly, mainly reflecting stable valuation metrics, with the target rising from $35.36 to $36.08. What's in the News ACM Research launched its first Ultra ECDP Electrochemical Deplating tool for wide bandgap compound semiconductor manufacturing, supporting advanced wafer-level gold etching and compatible with a range of substrate types and wafer sizes.분석 기사 • Sep 19
The Market Lifts ACM Research, Inc. (NASDAQ:ACMR) Shares 44% But It Can Do More
ACM Research, Inc. ( NASDAQ:ACMR ) shareholders have had their patience rewarded with a 44% share price jump in the...분석 기사 • Sep 07
When Should You Buy ACM Research, Inc. (NASDAQ:ACMR)?
ACM Research, Inc. ( NASDAQ:ACMR ), is not the largest company out there, but it received a lot of attention from a...분석 기사 • Aug 10
ACM Research (NASDAQ:ACMR) Has More To Do To Multiply In Value Going Forward
NasdaqGM:ACMR 1 Year Share Price vs Fair Value Explore ACM Research's Fair Values from the Community and select yours...Seeking Alpha • Feb 17
ACM Research: A Clean Way To Invest In China's WFE Localization
Summary ACM Research’s updated FY 2024 outlook and FY 2025 revenue guidance are signs that it is benefitting from the ongoing localization in China’s semiconductor industry. I expect ACM Research to exceed its FY 2025 revenue guidance due to Huawei’s new AI chip and ByteDance’s AI CapEx outlook. ACM Research presents an opportunity to invest in the growth of China’s semiconductor industry without carrying the risk of owning Chinese stocks. I’m upgrading ACM Research to strong buy and raising my price target to $213 per share by 2028, representing 796% upside from its current valuation. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
ACM Research: A WFE National Champion
Summary ACM Research is a high-growth semiconductor wafer fabrication equipment company benefiting from China's push for domestic semiconductor manufacturing self-sufficiency. ACMR's strategic importance and growth prospects in China remain strong, with potential to become a global WFE competitor. ACMR's valuation is significantly discounted compared to its peers, presenting a multi-bagger opportunity as it gains market share within China and expands its product portfolio. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
ACM Research: Carving Out Their Niche
Summary ACM Research supplies advanced semiconductor equipment to improve product yield, including cleaning equipment, ECP, furnaces, and advanced packaging equipment. The company boasts deep technological expertise, with 498 patents as of 2023. ACM Research has strategically located state-of-the-art production facilities in multiple countries. The investment thesis highlights ACM Research's innovative capital equipment and global presence as key strengths. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
ACM Research: Significantly Undervalued With Robust Strategy
Summary Despite a 24% stock decline recently, ACM Research is a Strong Buy with a 50% margin of safety and an expected 23% CAGR over five years, driven by robust fundamentals. ACM's 21% YoY revenue growth and innovative products like the Ultra C Tahoe, coupled with a strategic push into non-China markets, strengthen its position against established industry competitors. Supported by a seasoned management team, ACM faces risks from U.S.-China trade tensions and small-cap volatility, but its long-term prospects remain highly favorable for confident, value-oriented investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
ACM Research: Fear In The Semiconductor Industry Provides An Opportunity
Summary ACM Research develops equipment for cleaning and polishing semiconductor devices, serving clients across the supply chain. Although FY2024 growth has been good, widespread fears in the sector have led to a lag in the share price. Despite risks, the Company's essential products and diverse client base position it well for long-term growth. With a valuation of only 15 times earnings and lower than those of its competitors, ACMR seems like an opportunity. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
ACM Research: A Long-Run Growth Opportunity With Undervalued Potential
Summary ACM Research is a strong buy due to its impressive growth in the semiconductor space, particularly in China, and its diversification efforts. The company invests heavily in R&D, with 10% of turnover, resulting in over 500 patents and innovative products like the Ultra C bev-p bevel etching tool. ACMR's robust financial performance includes a 40% revenue increase in Q2 and a strong balance sheet with $366.8 million in cash and low debt. Despite risks related to its heavy reliance on China, ACMR's attractive valuation and growth potential make it a compelling long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
ACM Research: Bright Future Ahead, China Sentiment Keeping It Down
Summary ACM Research has shown impressive top-line growth, with revenues increasing up to 100% y/y, despite slight efficiency declines. The company has strong financials, with $324m in cash and minimal long-term debt, reducing insolvency risk. Diversification efforts are promising, with new orders from the US and Europe, and investments in AI expected to drive future growth. Despite China-related risks, ACMR's essential semiconductor products and global diversification make it a compelling buy, though I will keep my position small for now. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
ACM Research가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 960 | 91 | 151 | 154 |
| 31 Dec 25 | 901 | 94 | 146 | 145 |
| 30 Sep 25 | 880 | 117 | 152 | 129 |
| 30 Jun 25 | 815 | 112 | 140 | 117 |
| 31 Mar 25 | 802 | 107 | 134 | 109 |
| 31 Dec 24 | 782 | 104 | 135 | 105 |
| 30 Sep 24 | 729 | 90 | 119 | 110 |
| 30 Jun 24 | 694 | 85 | 116 | 109 |
| 31 Mar 24 | 636 | 88 | 101 | 103 |
| 31 Dec 23 | 558 | 77 | 88 | 93 |
| 30 Sep 23 | 496 | 71 | 84 | 78 |
| 30 Jun 23 | 461 | 67 | 73 | 68 |
| 31 Mar 23 | 421 | 52 | 68 | 59 |
| 31 Dec 22 | 389 | 39 | 62 | 62 |
| 30 Sep 22 | 375 | 43 | 56 | 57 |
| 30 Jun 22 | 309 | 32 | 48 | 49 |
| 31 Mar 22 | 258 | 27 | 45 | 46 |
| 31 Dec 21 | 260 | 38 | 42 | 34 |
| 30 Sep 21 | 210 | 31 | 37 | 27 |
| 30 Jun 21 | 191 | 29 | 35 | 24 |
| 31 Mar 21 | 176 | 23 | 33 | 21 |
| 31 Dec 20 | 157 | 19 | 29 | 19 |
| 30 Sep 20 | 136 | 14 | 26 | 17 |
| 30 Jun 20 | 121 | 14 | 23 | 16 |
| 31 Mar 20 | 111 | 19 | 21 | 14 |
| 31 Dec 19 | 108 | 19 | 20 | 13 |
| 30 Sep 19 | 104 | 17 | 18 | 14 |
| 30 Jun 19 | 94 | 12 | 17 | 13 |
| 31 Mar 19 | 85 | 11 | 16 | 12 |
| 31 Dec 18 | 75 | 7 | 18 | 10 |
| 30 Sep 18 | 71 | 8 | 17 | 8 |
| 30 Jun 18 | 53 | 3 | 15 | 7 |
| 31 Mar 18 | 41 | -1 | 14 | 6 |
| 31 Dec 17 | 37 | 0 | 11 | 5 |
| 30 Sep 17 | 34 | -3 | 10 | 4 |
| 30 Jun 17 | 34 | -2 | 9 | 4 |
| 31 Mar 17 | 29 | -1 | 8 | 3 |
| 31 Dec 16 | 27 | 1 | 7 | 3 |
| 30 Sep 16 | 30 | 3 | 7 | 3 |
| 31 Dec 15 | 31 | 5 | 6 | 3 |
양질의 수익: ACMR는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: ACMR의 현재 순 이익률 (9.5%)은 지난해 (13.3%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: ACMR의 수익은 지난 5년 동안 연평균 28.7%로 크게 증가했습니다.
성장 가속화: ACMR은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.
수익 대 산업: ACMR은 지난 1년 동안 수익이 감소(-14.6%)하여 Semiconductor 업계 평균(22.6%)과 비교하기 어렵습니다.
자기자본이익률
높은 ROE: ACMR의 자본 수익률(5.9%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/06 19:23 |
| 종가 | 2026/07/06 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
ACM Research, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Allen Chang | Goldman Sachs |
| Chi Tsai | Jefferies LLC |