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AXCELIS TECHNOLOGIES INC（ACLS）とAmphastar Pharmaceuticals, Inc.（AMPH）の財務データ比較。上の社名をクリックして会社を切り替えられます
AXCELIS TECHNOLOGIES INCの直近四半期売上が大きい（$238.3M vs $183.1M、Amphastar Pharmaceuticals, Inc.の約1.3倍）。AXCELIS TECHNOLOGIES INCの純利益率が高く（14.4% vs 13.3%、差は1.0%）。Amphastar Pharmaceuticals, Inc.の前年同期比売上増加率が高い（-1.8% vs -5.6%）。Amphastar Pharmaceuticals, Inc.の直近四半期フリーキャッシュフローが多い（$24.6M vs $-8.9M）。過去8四半期でAmphastar Pharmaceuticals, Inc.の売上複合成長率が高い（3.2% vs -2.8%）
Axcelis Technologies Inc.は1995年に設立された米国の半導体製造装置メーカーで、本社はマサチューセッツ州ビバリーにある。世界中の半導体製造業界向けに、半導体生産用基幹設備の設計・製造・保守サービスを展開し、高中電流・高エネルギーイオン注入装置、半導体チップ製造用キュアリングシステムなどを提供している。
Amphastar Pharmaceuticalsは上場されている米国の特殊製薬企業です。2004年5月に設立され、主に吸入剤および鼻腔内投与製品の開発、生産、販売を行っており、特色ある医薬品分野で事業を展開しています。
ACLS vs AMPH — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $238.3M | $183.1M |
| 純利益 | $34.3M | $24.4M |
| 粗利率 | 47.0% | 46.8% |
| 営業利益率 | 15.2% | 19.4% |
| 純利益率 | 14.4% | 13.3% |
| 売上前年比 | -5.6% | -1.8% |
| 純利益前年比 | -31.3% | -35.7% |
| EPS（希薄化後） | $1.11 | $0.51 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $238.3M | $183.1M | ||
| Q3 25 | $213.6M | $191.8M | ||
| Q2 25 | $194.5M | $174.4M | ||
| Q1 25 | $192.6M | $170.5M | ||
| Q4 24 | $252.4M | $186.5M | ||
| Q3 24 | $256.6M | $191.2M | ||
| Q2 24 | $256.5M | $182.4M | ||
| Q1 24 | $252.4M | $171.8M |
| Q4 25 | $34.3M | $24.4M | ||
| Q3 25 | $26.0M | $17.4M | ||
| Q2 25 | $31.4M | $31.0M | ||
| Q1 25 | $28.6M | $25.3M | ||
| Q4 24 | $50.0M | $38.0M | ||
| Q3 24 | $48.6M | $40.4M | ||
| Q2 24 | $50.9M | $37.9M | ||
| Q1 24 | $51.6M | $43.2M |
| Q4 25 | 47.0% | 46.8% | ||
| Q3 25 | 41.6% | 51.4% | ||
| Q2 25 | 44.9% | 49.6% | ||
| Q1 25 | 46.1% | 50.0% | ||
| Q4 24 | 46.0% | 46.5% | ||
| Q3 24 | 42.9% | 53.3% | ||
| Q2 24 | 43.8% | 52.2% | ||
| Q1 24 | 46.0% | 52.4% |
| Q4 25 | 15.2% | 19.4% | ||
| Q3 25 | 11.7% | 13.2% | ||
| Q2 25 | 14.9% | 24.2% | ||
| Q1 25 | 15.1% | 21.9% | ||
| Q4 24 | 21.6% | 24.2% | ||
| Q3 24 | 18.3% | 29.8% | ||
| Q2 24 | 20.6% | 30.3% | ||
| Q1 24 | 22.4% | 27.9% |
| Q4 25 | 14.4% | 13.3% | ||
| Q3 25 | 12.2% | 9.0% | ||
| Q2 25 | 16.1% | 17.8% | ||
| Q1 25 | 14.8% | 14.8% | ||
| Q4 24 | 19.8% | 20.4% | ||
| Q3 24 | 18.9% | 21.1% | ||
| Q2 24 | 19.8% | 20.8% | ||
| Q1 24 | 20.4% | 25.1% |
| Q4 25 | $1.11 | $0.51 | ||
| Q3 25 | $0.83 | $0.37 | ||
| Q2 25 | $0.98 | $0.64 | ||
| Q1 25 | $0.88 | $0.51 | ||
| Q4 24 | $1.54 | $0.74 | ||
| Q3 24 | $1.49 | $0.78 | ||
| Q2 24 | $1.55 | $0.73 | ||
| Q1 24 | $1.57 | $0.81 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $374.3M | $282.8M |
| 総負債低いほど良い | — | $608.7M |
| 株主資本純資産 | $1.0B | $788.8M |
| 総資産 | $1.4B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.77× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $374.3M | $282.8M | ||
| Q3 25 | $449.6M | $276.2M | ||
| Q2 25 | $549.8M | $231.8M | ||
| Q1 25 | $587.1M | $236.9M | ||
| Q4 24 | $571.3M | $221.6M | ||
| Q3 24 | $579.4M | $250.5M | ||
| Q2 24 | $548.3M | $217.8M | ||
| Q1 24 | $530.2M | $289.6M |
| Q4 25 | — | $608.7M | ||
| Q3 25 | — | $608.6M | ||
| Q2 25 | — | $607.7M | ||
| Q1 25 | — | $603.9M | ||
| Q4 24 | — | $601.6M | ||
| Q3 24 | — | $596.4M | ||
| Q2 24 | — | $586.9M | ||
| Q1 24 | — | $594.0M |
| Q4 25 | $1.0B | $788.8M | ||
| Q3 25 | $1.0B | $776.7M | ||
| Q2 25 | $1.0B | $757.5M | ||
| Q1 25 | $1.0B | $751.3M | ||
| Q4 24 | $1.0B | $732.3M | ||
| Q3 24 | $975.6M | $727.7M | ||
| Q2 24 | $934.9M | $713.3M | ||
| Q1 24 | $901.7M | $672.4M |
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.3B | $1.6B |
| Q4 25 | — | 0.77× | ||
| Q3 25 | — | 0.78× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 0.82× | ||
| Q2 24 | — | 0.82× | ||
| Q1 24 | — | 0.88× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $-6.6M | $32.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-8.9M | $24.6M |
| FCFマージンFCF / 売上 | -3.7% | 13.4% |
| 設備投資強度設備投資 / 売上 | 1.0% | 4.5% |
| キャッシュ転換率営業CF / 純利益 | -0.19× | 1.35× |
| 直近12ヶ月FCF直近4四半期 | $107.0M | $121.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-6.6M | $32.9M | ||
| Q3 25 | $45.4M | $52.6M | ||
| Q2 25 | $39.7M | $35.6M | ||
| Q1 25 | $39.8M | $35.1M | ||
| Q4 24 | $12.8M | $29.0M | ||
| Q3 24 | $45.7M | $60.0M | ||
| Q2 24 | $40.1M | $69.1M | ||
| Q1 24 | $42.2M | $55.3M |
| Q4 25 | $-8.9M | $24.6M | ||
| Q3 25 | $43.3M | $47.2M | ||
| Q2 25 | $37.7M | $25.0M | ||
| Q1 25 | $34.8M | $24.4M | ||
| Q4 24 | $8.1M | $16.6M | ||
| Q3 24 | $41.8M | $46.2M | ||
| Q2 24 | $38.1M | $63.1M | ||
| Q1 24 | $40.6M | $46.5M |
| Q4 25 | -3.7% | 13.4% | ||
| Q3 25 | 20.3% | 24.6% | ||
| Q2 25 | 19.4% | 14.3% | ||
| Q1 25 | 18.1% | 14.3% | ||
| Q4 24 | 3.2% | 8.9% | ||
| Q3 24 | 16.3% | 24.1% | ||
| Q2 24 | 14.8% | 34.6% | ||
| Q1 24 | 16.1% | 27.1% |
| Q4 25 | 1.0% | 4.5% | ||
| Q3 25 | 0.9% | 2.8% | ||
| Q2 25 | 1.0% | 6.1% | ||
| Q1 25 | 2.6% | 6.3% | ||
| Q4 24 | 1.8% | 6.7% | ||
| Q3 24 | 1.5% | 7.2% | ||
| Q2 24 | 0.8% | 3.3% | ||
| Q1 24 | 0.6% | 5.1% |
| Q4 25 | -0.19× | 1.35× | ||
| Q3 25 | 1.75× | 3.03× | ||
| Q2 25 | 1.27× | 1.15× | ||
| Q1 25 | 1.39× | 1.39× | ||
| Q4 24 | 0.26× | 0.76× | ||
| Q3 24 | 0.94× | 1.48× | ||
| Q2 24 | 0.79× | 1.82× | ||
| Q1 24 | 0.82× | 1.28× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ACLS
| Products | $224.6M | 94% |
| Services | $13.7M | 6% |
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
