vs
AXCELIS TECHNOLOGIES INC（ACLS）とUFP TECHNOLOGIES INC（UFPT）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 $148.9M、UFP TECHNOLOGIES INCの約1.6倍）。AXCELIS TECHNOLOGIES INCの純利益率が高く（14.4% vs 11.8%、差は2.6%）。UFP TECHNOLOGIES INCの前年同期比売上増加率が高い（3.4% vs -5.6%）。過去8四半期でUFP TECHNOLOGIES INCの売上複合成長率が高い（19.1% 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。
UFPテクノロジーズは米国の多国籍企業で、医療機器、無菌包装をはじめ、高いエンジニアリング技術を要するカスタム製品の開発・製造を行い、顧客のニーズに応じた統合的なソリューションを提供しています。
ACLS vs UFPT — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $238.3M | $148.9M |
| 純利益 | $34.3M | $17.6M |
| 粗利率 | 47.0% | 28.2% |
| 営業利益率 | 15.2% | 14.4% |
| 純利益率 | 14.4% | 11.8% |
| 売上前年比 | -5.6% | 3.4% |
| 純利益前年比 | -31.3% | 7.3% |
| EPS（希薄化後） | $1.11 | $2.22 |
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 | $148.9M | ||
| Q3 25 | $213.6M | $154.6M | ||
| Q2 25 | $194.5M | $151.2M | ||
| Q1 25 | $192.6M | $148.1M | ||
| Q4 24 | $252.4M | $144.1M | ||
| Q3 24 | $256.6M | $145.2M | ||
| Q2 24 | $256.5M | $110.2M | ||
| Q1 24 | $252.4M | $105.0M |
| Q4 25 | $34.3M | $17.6M | ||
| Q3 25 | $26.0M | $16.4M | ||
| Q2 25 | $31.4M | $17.2M | ||
| Q1 25 | $28.6M | $17.2M | ||
| Q4 24 | $50.0M | $16.4M | ||
| Q3 24 | $48.6M | $16.4M | ||
| Q2 24 | $50.9M | $13.6M | ||
| Q1 24 | $51.6M | $12.7M |
| Q4 25 | 47.0% | 28.2% | ||
| Q3 25 | 41.6% | 27.7% | ||
| Q2 25 | 44.9% | 28.8% | ||
| Q1 25 | 46.1% | 28.5% | ||
| Q4 24 | 46.0% | 29.2% | ||
| Q3 24 | 42.9% | 28.6% | ||
| Q2 24 | 43.8% | 30.0% | ||
| Q1 24 | 46.0% | 28.6% |
| Q4 25 | 15.2% | 14.4% | ||
| Q3 25 | 11.7% | 15.1% | ||
| Q2 25 | 14.9% | 16.1% | ||
| Q1 25 | 15.1% | 15.6% | ||
| Q4 24 | 21.6% | 15.4% | ||
| Q3 24 | 18.3% | 17.1% | ||
| Q2 24 | 20.6% | 16.3% | ||
| Q1 24 | 22.4% | 15.2% |
| Q4 25 | 14.4% | 11.8% | ||
| Q3 25 | 12.2% | 10.6% | ||
| Q2 25 | 16.1% | 11.4% | ||
| Q1 25 | 14.8% | 11.6% | ||
| Q4 24 | 19.8% | 11.4% | ||
| Q3 24 | 18.9% | 11.3% | ||
| Q2 24 | 19.8% | 12.3% | ||
| Q1 24 | 20.4% | 12.1% |
| Q4 25 | $1.11 | $2.22 | ||
| Q3 25 | $0.83 | $2.11 | ||
| Q2 25 | $0.98 | $2.21 | ||
| Q1 25 | $0.88 | $2.21 | ||
| Q4 24 | $1.54 | $2.08 | ||
| Q3 24 | $1.49 | $2.11 | ||
| Q2 24 | $1.55 | $1.75 | ||
| Q1 24 | $1.57 | $1.64 |
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 | $20.3M |
| 総負債低いほど良い | — | $135.5M |
| 株主資本純資産 | $1.0B | $423.9M |
| 総資産 | $1.4B | $655.1M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.32× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $374.3M | $20.3M | ||
| Q3 25 | $449.6M | $18.2M | ||
| Q2 25 | $549.8M | $14.9M | ||
| Q1 25 | $587.1M | $14.0M | ||
| Q4 24 | $571.3M | $13.4M | ||
| Q3 24 | $579.4M | $16.4M | ||
| Q2 24 | $548.3M | $16.7M | ||
| Q1 24 | $530.2M | $11.4M |
| Q4 25 | — | $135.5M | ||
| Q3 25 | — | $146.1M | ||
| Q2 25 | — | $163.6M | ||
| Q1 25 | — | $163.6M | ||
| Q4 24 | — | $189.4M | ||
| Q3 24 | — | $212.0M | ||
| Q2 24 | — | $35.2M | ||
| Q1 24 | — | $34.0M |
| Q4 25 | $1.0B | $423.9M | ||
| Q3 25 | $1.0B | $403.9M | ||
| Q2 25 | $1.0B | $385.5M | ||
| Q1 25 | $1.0B | $360.7M | ||
| Q4 24 | $1.0B | $342.8M | ||
| Q3 24 | $975.6M | $329.1M | ||
| Q2 24 | $934.9M | $310.2M | ||
| Q1 24 | $901.7M | $295.0M |
| Q4 25 | $1.4B | $655.1M | ||
| Q3 25 | $1.4B | $652.8M | ||
| Q2 25 | $1.3B | $634.7M | ||
| Q1 25 | $1.3B | $642.6M | ||
| Q4 24 | $1.3B | $629.0M | ||
| Q3 24 | $1.3B | $638.5M | ||
| Q2 24 | $1.3B | $422.4M | ||
| Q1 24 | $1.3B | $407.7M |
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.11× | ||
| Q1 24 | — | 0.12× |
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 | $16.8M |
| 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× | 0.96× |
| 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 | $16.8M | ||
| Q3 25 | $45.4M | $35.9M | ||
| Q2 25 | $39.7M | $25.3M | ||
| Q1 25 | $39.8M | $13.8M | ||
| Q4 24 | $12.8M | $24.4M | ||
| Q3 24 | $45.7M | $19.8M | ||
| Q2 24 | $40.1M | $11.7M | ||
| Q1 24 | $42.2M | $10.7M |
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $22.5M | ||
| Q1 25 | $34.8M | $11.0M | ||
| Q4 24 | $8.1M | $21.4M | ||
| Q3 24 | $41.8M | $17.7M | ||
| Q2 24 | $38.1M | $8.9M | ||
| Q1 24 | $40.6M | $8.9M |
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | 14.9% | ||
| Q1 25 | 18.1% | 7.4% | ||
| Q4 24 | 3.2% | 14.9% | ||
| Q3 24 | 16.3% | 12.2% | ||
| Q2 24 | 14.8% | 8.1% | ||
| Q1 24 | 16.1% | 8.5% |
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | 1.9% | ||
| Q1 25 | 2.6% | 1.9% | ||
| Q4 24 | 1.8% | 2.1% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 0.8% | 2.5% | ||
| Q1 24 | 0.6% | 1.6% |
| Q4 25 | -0.19× | 0.96× | ||
| Q3 25 | 1.75× | 2.19× | ||
| Q2 25 | 1.27× | 1.47× | ||
| Q1 25 | 1.39× | 0.80× | ||
| Q4 24 | 0.26× | 1.49× | ||
| Q3 24 | 0.94× | 1.21× | ||
| Q2 24 | 0.79× | 0.86× | ||
| Q1 24 | 0.82× | 0.84× |
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% |
UFPT
| Products | $145.1M | 97% |
| Engineering And Development | $1.8M | 1% |
