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AXCELIS TECHNOLOGIES INC（ACLS）とBroadridge Financial Solutions（BR）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
Broadridge Financial Solutionsの直近四半期売上が大きい（$1.7B vs $238.3M、AXCELIS TECHNOLOGIES INCの約7.2倍）。Broadridge Financial Solutionsの純利益率が高く（16.6% vs 14.4%、差は2.2%）。Broadridge Financial Solutionsの前年同期比売上増加率が高い（-5.4% vs -5.6%）。過去8四半期でBroadridge Financial Solutionsの売上複合成長率が高い（10.4% 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。
Broadridge Financial Solutions, Inc.はニューヨーク州レイクサクセスに本社を置く上場企業向けサービス・金融テクノロジー企業です。2007年にADPから分社して設立され、金融業界の顧客に対して株主委任状や年次報告書などの金融文書、バーチャル株主総会などの株主コミュニケーションソリューションを提供しています。
ACLS vs BR — 直接比較
損益計算書 — Q4 2025 vs Q2 2026
| 指標 | | |
|---|---|---|
| 売上 | $238.3M | $1.7B |
| 純利益 | $34.3M | $284.6M |
| 粗利率 | 47.0% | 27.6% |
| 営業利益率 | 15.2% | 12.0% |
| 純利益率 | 14.4% | 16.6% |
| 売上前年比 | -5.6% | -5.4% |
| 純利益前年比 | -31.3% | 17.1% |
| EPS（希薄化後） | $1.11 | $2.42 |
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 | $1.7B | ||
| Q3 25 | $213.6M | — | ||
| Q2 25 | $194.5M | $2.1B | ||
| Q1 25 | $192.6M | $1.8B | ||
| Q4 24 | $252.4M | $1.6B | ||
| Q3 24 | $256.6M | $1.4B | ||
| Q2 24 | $256.5M | $1.9B | ||
| Q1 24 | $252.4M | $1.7B |
| Q4 25 | $34.3M | $284.6M | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | $374.2M | ||
| Q1 25 | $28.6M | $243.1M | ||
| Q4 24 | $50.0M | $142.4M | ||
| Q3 24 | $48.6M | $79.8M | ||
| Q2 24 | $50.9M | $323.2M | ||
| Q1 24 | $51.6M | $213.7M |
| Q4 25 | 47.0% | 27.6% | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | 37.3% | ||
| Q1 25 | 46.1% | 31.8% | ||
| Q4 24 | 46.0% | 27.9% | ||
| Q3 24 | 42.9% | 24.5% | ||
| Q2 24 | 43.8% | 35.5% | ||
| Q1 24 | 46.0% | 31.2% |
| Q4 25 | 15.2% | 12.0% | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | 24.1% | ||
| Q1 25 | 15.1% | 19.0% | ||
| Q4 24 | 21.6% | 13.3% | ||
| Q3 24 | 18.3% | 9.4% | ||
| Q2 24 | 20.6% | 22.7% | ||
| Q1 24 | 22.4% | 17.5% |
| Q4 25 | 14.4% | 16.6% | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | 18.1% | ||
| Q1 25 | 14.8% | 13.4% | ||
| Q4 24 | 19.8% | 9.0% | ||
| Q3 24 | 18.9% | 5.6% | ||
| Q2 24 | 19.8% | 16.6% | ||
| Q1 24 | 20.4% | 12.4% |
| Q4 25 | $1.11 | $2.42 | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | $3.17 | ||
| Q1 25 | $0.88 | $2.05 | ||
| Q4 24 | $1.54 | $1.20 | ||
| Q3 24 | $1.49 | $0.68 | ||
| Q2 24 | $1.55 | $2.72 | ||
| Q1 24 | $1.57 | $1.79 |
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 | $371.5M |
| 総負債低いほど良い | — | $3.2B |
| 株主資本純資産 | $1.0B | $2.9B |
| 総資産 | $1.4B | $8.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.10× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $374.3M | $371.5M | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | $562.2M | ||
| Q1 25 | $587.1M | $317.9M | ||
| Q4 24 | $571.3M | $290.6M | ||
| Q3 24 | $579.4M | $293.5M | ||
| Q2 24 | $548.3M | $305.2M | ||
| Q1 24 | $530.2M | $236.4M |
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | $1.0B | $2.9B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | $1.0B | $2.4B | ||
| Q4 24 | $1.0B | $2.2B | ||
| Q3 24 | $975.6M | $2.2B | ||
| Q2 24 | $934.9M | $2.2B | ||
| Q1 24 | $901.7M | $2.3B |
| Q4 25 | $1.4B | $8.6B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $8.5B | ||
| Q1 25 | $1.3B | $8.3B | ||
| Q4 24 | $1.3B | $8.2B | ||
| Q3 24 | $1.3B | $8.0B | ||
| Q2 24 | $1.3B | $8.2B | ||
| Q1 24 | $1.3B | $8.2B |
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | — | 1.55× |
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 | — |
| フリーキャッシュフロー営業CF - 設備投資 | $-8.9M | — |
| FCFマージンFCF / 売上 | -3.7% | — |
| 設備投資強度設備投資 / 売上 | 1.0% | — |
| キャッシュ転換率営業CF / 純利益 | -0.19× | — |
| 直近12ヶ月FCF直近4四半期 | $107.0M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | $699.7M | ||
| Q1 25 | $39.8M | $360.4M | ||
| Q4 24 | $12.8M | $236.7M | ||
| Q3 24 | $45.7M | $-125.5M | ||
| Q2 24 | $40.1M | $721.0M | ||
| Q1 24 | $42.2M | $207.4M |
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $684.1M | ||
| Q1 25 | $34.8M | $348.9M | ||
| Q4 24 | $8.1M | $227.9M | ||
| Q3 24 | $41.8M | $-133.4M | ||
| Q2 24 | $38.1M | $703.2M | ||
| Q1 24 | $40.6M | $184.6M |
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | 33.1% | ||
| Q1 25 | 18.1% | 19.3% | ||
| Q4 24 | 3.2% | 14.3% | ||
| Q3 24 | 16.3% | -9.4% | ||
| Q2 24 | 14.8% | 36.2% | ||
| Q1 24 | 16.1% | 10.7% |
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 2.6% | 0.6% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 0.8% | 0.9% | ||
| Q1 24 | 0.6% | 1.3% |
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 1.87× | ||
| Q1 25 | 1.39× | 1.48× | ||
| Q4 24 | 0.26× | 1.66× | ||
| Q3 24 | 0.94× | -1.57× | ||
| Q2 24 | 0.79× | 2.23× | ||
| Q1 24 | 0.82× | 0.97× |
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% |
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
