CoverageForm 410-K10-Q8-K13D13G13F

ACMR · Acm Research, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ACMR

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$231.26M-$269.16M$215.37M$172.35M-$203.98M$202.48M$152.19M-
Cost of Revenue$124.03M-$156.01M$110.91M$89.80M-$99.14M$105.70M$73.07M-
Gross Profit$107.24M-$113.15M$104.46M$82.55M-$104.83M$96.78M$79.12M-
R&D$36.55M-$39.65M$33.82M$27.50M-$27.84M$25.97M$23.92M-
SG&A$13.82M-$22.26M$16.85M$12.93M-$17.05M$16.09M$15.80M-
Total Operating Expenses$71.06M-$84.23M$72.77M$56.77M-$60.65M$59.19M$53.89M-
D&A$5.16M-$2.46M$3.52M$2.38M-$2.39M$2.21M$2.48M-
Operating Income$36.18M-$28.92M$31.69M$25.78M-$44.18M$37.59M$25.23M-
Interest Expense$1.93M-$1.85M$1.76M$783.0K-$640.0K$932.0K$783.0K-
Income Tax$3.77M-$2.69M$1.89M$2.15M-$4.01M$9.34M$4.37M-
Net Income$17.31M-$35.89M$29.76M$20.38M-$30.90M$24.21M$17.43M-
EPS - Basic$0.26-$0.56$0.47$0.32-$0.49$0.39$0.28-
EPS - Diluted$0.24-$0.52$0.44$0.30-$0.45$0.35$0.26-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$872.27M$757.37M$1.06B$442.09M$457.24M$407.44M$333.47M$324.03M$211.31M$182.09M
Accounts Receivable$526.51M$504.25M$477.00M$433.66M$387.85M$387.05M$370.59M$293.50M$296.37M$283.19M
Inventory$738.00M$702.63M$676.41M$648.28M$609.57M$597.98M$628.72M$602.93M$545.39M$545.39M
Accounts Payable----------
Current Assets$2.62B$2.44B$2.36B$1.65B$1.55B$1.48B$1.45B$1.34B$1.23B$1.18B
Total Assets$3.07B$2.87B$2.77B$2.04B$1.93B$1.86B$1.79B$1.67B$1.56B$1.49B
Current Liabilities$745.68M$745.71M$677.87M$671.01M$628.88M$641.23M$610.03M$586.17M$533.25M$500.66M
Long-term Debt$220.86M$178.93M$193.36M$162.99M$134.54M$105.53M$106.07M$70.83M$53.41M$53.95M
Total Liabilities$982.43M$941.68M$885.43M$848.03M$778.41M$759.82M$725.09M$666.19M$595.96M$564.75M
Stockholders' Equity$1.58B$1.46B$1.43B$986.45M$949.15M$904.63M$888.17M$833.17M$796.20M$767.39M
Retained Earnings$367.74M$350.43M$346.03M$310.14M$280.38M$260.00M$229.37M$198.47M$174.26M$156.83M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($29.54M)---$5.28M---($9.65M)-
Investing Cash Flow($9.79M)---($16.84M)---$12.29M-
Financing Cash Flow$163.40M---$67.21M---$26.85M-
CapEx$22.20M---$16.73M---$25.42M-
Free Cash Flow($51.74M)---($11.44M)---($35.07M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin46.4%-42.0%48.5%47.9%-51.4%47.8%52.0%-
Operating margin15.6%-10.7%14.7%15.0%-21.7%18.6%16.6%-
EBITDA margin17.9%-11.7%16.3%16.3%-22.8%19.7%18.2%-
Net margin7.5%-13.3%13.8%11.8%-15.2%12.0%11.5%-
Free cash flow margin-22.4%----6.6%----23.0%-
FCF / Net income-2.99----0.56----2.01-
R&D / Revenue15.8%-14.7%15.7%16.0%-13.6%12.8%15.7%-
SG&A / Revenue6.0%-8.3%7.8%7.5%-8.4%7.9%10.4%-
Effective tax rate17.9%-7.0%6.0%9.6%-11.5%27.8%20.0%-
Return on assets0.6%-1.3%1.5%1.1%-1.7%1.5%1.1%-
Return on equity1.1%-2.5%3.0%2.1%-3.5%2.9%2.2%-
Return on invested capital1.6%-1.7%2.6%2.2%-3.9%3.0%2.4%-
Liquidity
Current ratio3.513.273.482.452.462.312.372.292.312.35
Quick ratio2.522.332.481.491.491.381.341.261.281.26
Cash ratio1.171.021.560.660.730.640.550.550.400.36
Leverage
Debt / Equity0.140.120.130.170.140.120.120.090.070.07
Debt / Assets0.070.060.070.080.070.060.060.040.030.04
Debt / EBITDA5.34-6.164.634.78-2.281.781.93-
Interest coverage18.7x-15.6x18.0x32.9x-69.0x40.3x32.2x-
Equity multiplier1.941.961.932.072.042.052.022.001.961.94
Liabilities / Assets0.320.330.320.420.400.410.400.400.380.38
Efficiency
Asset turnover0.08-0.100.110.09-0.110.120.10-
Inventory turnover0.17-0.230.170.15-0.160.180.13-
Days sales outstanding831d-647d735d821d-663d529d711d-
Days inventory outstanding2172d-1583d2133d2478d-2315d2082d2724d-
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E164.0x-75.3x58.9x77.8x-45.1x65.9x112.1x-
P / B1.7x-1.9x1.8x1.6x-1.5x1.9x2.4x-
P / S11.9x-9.9x8.1x9.1x-6.6x7.6x12.7x-
EV / EBITDA50.7x-57.7x41.7x44.0x-24.2x32.5x64.0x-
Growth
Revenue growth (YoY)34.2%-32.0%6.4%13.2%-21.0%40.0%105.0%-
Revenue CAGR (3y)46.0%-26.3%27.3%59.9%-44.9%55.5%51.5%-
Revenue CAGR (5y)39.5%-41.4%49.3%47.9%-43.6%47.5%49.4%-
Gross profit growth (YoY)29.9%-7.9%7.9%4.3%-18.4%41.0%97.9%-
Operating income growth (YoY)40.3%--34.5%-15.7%2.2%-33.2%23.5%184.7%-
Net income growth (YoY)-15.1%-16.1%22.9%16.9%-20.3%-9.7%144.0%-
EPS growth (YoY)-20.0%-15.6%25.7%15.4%-15.4%-14.6%136.4%-
EPS CAGR (3y)29.7%-17.6%34.7%---0.7%5.3%1.3%-
EPS CAGR (5y)-0.8%-5.4%-30.3%-0.0%8.8%21.1%-
FCF growth (YoY)-352.1%---67.4%---22.7%-
FCF CAGR (5y)----------
Book value growth (YoY)66.6%61.9%61.3%18.4%19.2%17.9%21.8%20.4%15.1%13.7%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$901.31M total
Total Single Wafer And Semi Critical Cleaning Equipment$625.96M · 69.5%
ECPFront End And Packaging Furnace And Other Technologies$199.55M · 22.1%
Advanced Packaging Exclude ECPServices Spares$75.79M · 8.4%

Peer comparison

Same SIC group: Special Industry Machinery, NEC

CompanyRevenue (last FY)Net marginROE
VLD$45.97M-155.2%-187.0%
ACLS$839.05M24.0%19.4%
DM---
CRCT$708.78M10.8%22.3%
LRCX$18.44B29.1%54.3%

Comparing ACM Research against the 5 most active filers in the same SIC group.