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AXCELIS TECHNOLOGIES INC（ACLS）とCSG SYSTEMS INTERNATIONAL INC（CSGS）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
CSG SYSTEMS INTERNATIONAL INCの直近四半期売上が大きい（$323.1M vs $238.3M、AXCELIS TECHNOLOGIES INCの約1.4倍）。AXCELIS TECHNOLOGIES INCの純利益率が高く（14.4% vs 2.2%、差は12.2%）。CSG SYSTEMS INTERNATIONAL INCの前年同期比売上増加率が高い（2.0% vs -5.6%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $-8.9M）。過去8四半期でCSG SYSTEMS INTERNATIONAL INCの売上複合成長率が高い（4.6% 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。
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
ACLS vs CSGS — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $238.3M | $323.1M |
| 純利益 | $34.3M | $7.0M |
| 粗利率 | 47.0% | 50.0% |
| 営業利益率 | 15.2% | 9.0% |
| 純利益率 | 14.4% | 2.2% |
| 売上前年比 | -5.6% | 2.0% |
| 純利益前年比 | -31.3% | -79.7% |
| EPS（希薄化後） | $1.11 | $0.24 |
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 | $323.1M | ||
| Q3 25 | $213.6M | $303.6M | ||
| Q2 25 | $194.5M | $297.1M | ||
| Q1 25 | $192.6M | $299.5M | ||
| Q4 24 | $252.4M | $316.7M | ||
| Q3 24 | $256.6M | $295.1M | ||
| Q2 24 | $256.5M | $290.3M | ||
| Q1 24 | $252.4M | $295.1M |
| Q4 25 | $34.3M | $7.0M | ||
| Q3 25 | $26.0M | $20.5M | ||
| Q2 25 | $31.4M | $12.3M | ||
| Q1 25 | $28.6M | $16.1M | ||
| Q4 24 | $50.0M | $34.5M | ||
| Q3 24 | $48.6M | $19.1M | ||
| Q2 24 | $50.9M | $13.8M | ||
| Q1 24 | $51.6M | $19.5M |
| Q4 25 | 47.0% | 50.0% | ||
| Q3 25 | 41.6% | 48.1% | ||
| Q2 25 | 44.9% | 49.5% | ||
| Q1 25 | 46.1% | 48.4% | ||
| Q4 24 | 46.0% | 51.3% | ||
| Q3 24 | 42.9% | 49.4% | ||
| Q2 24 | 43.8% | 47.3% | ||
| Q1 24 | 46.0% | 46.5% |
| Q4 25 | 15.2% | 9.0% | ||
| Q3 25 | 11.7% | 10.0% | ||
| Q2 25 | 14.9% | 10.0% | ||
| Q1 25 | 15.1% | 9.8% | ||
| Q4 24 | 21.6% | 13.4% | ||
| Q3 24 | 18.3% | 10.8% | ||
| Q2 24 | 20.6% | 8.8% | ||
| Q1 24 | 22.4% | 10.8% |
| Q4 25 | 14.4% | 2.2% | ||
| Q3 25 | 12.2% | 6.7% | ||
| Q2 25 | 16.1% | 4.1% | ||
| Q1 25 | 14.8% | 5.4% | ||
| Q4 24 | 19.8% | 10.9% | ||
| Q3 24 | 18.9% | 6.5% | ||
| Q2 24 | 19.8% | 4.8% | ||
| Q1 24 | 20.4% | 6.6% |
| Q4 25 | $1.11 | $0.24 | ||
| Q3 25 | $0.83 | $0.73 | ||
| Q2 25 | $0.98 | $0.44 | ||
| Q1 25 | $0.88 | $0.57 | ||
| Q4 24 | $1.54 | $1.20 | ||
| Q3 24 | $1.49 | $0.67 | ||
| Q2 24 | $1.55 | $0.48 | ||
| Q1 24 | $1.57 | $0.68 |
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 | $180.0M |
| 総負債低いほど良い | — | $539.5M |
| 株主資本純資産 | $1.0B | $283.7M |
| 総資産 | $1.4B | $1.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.90× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $374.3M | $180.0M | ||
| Q3 25 | $449.6M | $158.4M | ||
| Q2 25 | $549.8M | $145.9M | ||
| Q1 25 | $587.1M | $136.0M | ||
| Q4 24 | $571.3M | $161.8M | ||
| Q3 24 | $579.4M | $118.4M | ||
| Q2 24 | $548.3M | $110.4M | ||
| Q1 24 | $530.2M | $120.8M |
| Q4 25 | — | $539.5M | ||
| Q3 25 | — | $538.6M | ||
| Q2 25 | — | $537.8M | ||
| Q1 25 | — | $537.6M | ||
| Q4 24 | — | $538.5M | ||
| Q3 24 | — | $539.5M | ||
| Q2 24 | — | $540.5M | ||
| Q1 24 | — | $541.5M |
| Q4 25 | $1.0B | $283.7M | ||
| Q3 25 | $1.0B | $289.5M | ||
| Q2 25 | $1.0B | $290.7M | ||
| Q1 25 | $1.0B | $283.1M | ||
| Q4 24 | $1.0B | $282.6M | ||
| Q3 24 | $975.6M | $288.4M | ||
| Q2 24 | $934.9M | $273.3M | ||
| Q1 24 | $901.7M | $269.3M |
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.3B | $1.3B |
| Q4 25 | — | 1.90× | ||
| Q3 25 | — | 1.86× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 1.91× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | 1.98× | ||
| Q1 24 | — | 2.01× |
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 | $59.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $-8.9M | $55.8M |
| FCFマージンFCF / 売上 | -3.7% | 17.3% |
| 設備投資強度設備投資 / 売上 | 1.0% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | -0.19× | 8.46× |
| 直近12ヶ月FCF直近4四半期 | $107.0M | $141.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-6.6M | $59.2M | ||
| Q3 25 | $45.4M | $47.9M | ||
| Q2 25 | $39.7M | $37.3M | ||
| Q1 25 | $39.8M | $11.5M | ||
| Q4 24 | $12.8M | $82.5M | ||
| Q3 24 | $45.7M | $39.5M | ||
| Q2 24 | $40.1M | $43.1M | ||
| Q1 24 | $42.2M | $-29.4M |
| Q4 25 | $-8.9M | $55.8M | ||
| Q3 25 | $43.3M | $43.9M | ||
| Q2 25 | $37.7M | $34.6M | ||
| Q1 25 | $34.8M | $7.1M | ||
| Q4 24 | $8.1M | $76.6M | ||
| Q3 24 | $41.8M | $32.0M | ||
| Q2 24 | $38.1M | $38.8M | ||
| Q1 24 | $40.6M | $-34.1M |
| Q4 25 | -3.7% | 17.3% | ||
| Q3 25 | 20.3% | 14.5% | ||
| Q2 25 | 19.4% | 11.6% | ||
| Q1 25 | 18.1% | 2.4% | ||
| Q4 24 | 3.2% | 24.2% | ||
| Q3 24 | 16.3% | 10.8% | ||
| Q2 24 | 14.8% | 13.4% | ||
| Q1 24 | 16.1% | -11.6% |
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 0.9% | 1.3% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 2.6% | 1.5% | ||
| Q4 24 | 1.8% | 1.9% | ||
| Q3 24 | 1.5% | 2.5% | ||
| Q2 24 | 0.8% | 1.5% | ||
| Q1 24 | 0.6% | 1.6% |
| Q4 25 | -0.19× | 8.46× | ||
| Q3 25 | 1.75× | 2.34× | ||
| Q2 25 | 1.27× | 3.04× | ||
| Q1 25 | 1.39× | 0.71× | ||
| Q4 24 | 0.26× | 2.39× | ||
| Q3 24 | 0.94× | 2.07× | ||
| Q2 24 | 0.79× | 3.12× | ||
| Q1 24 | 0.82× | -1.51× |
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% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
