vs
AXCELIS TECHNOLOGIES INC（ACLS）とWD 40 CO（WDFC）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 $154.4M、WD 40 COの約1.5倍）。AXCELIS TECHNOLOGIES INCの純利益率が高く（14.4% vs 11.3%、差は3.1%）。WD 40 COの前年同期比売上増加率が高い（0.6% vs -5.6%）。WD 40 COの直近四半期フリーキャッシュフローが多い（$9.1M vs $-8.9M）。過去8四半期でWD 40 COの売上複合成長率が高い（5.4% 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。
WD-40カンパニーは同名の多目的防錆潤滑剤で広く知られる世界的な消費財・産業用資材メーカーです。洗浄剤、脱脂剤、特殊潤滑剤などの製品を取り扱い、170カ国以上の小売、産業、自動車分野の市場に商品を提供しています。
ACLS vs WDFC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $238.3M | $154.4M |
| 純利益 | $34.3M | $17.5M |
| 粗利率 | 47.0% | 56.2% |
| 営業利益率 | 15.2% | 15.1% |
| 純利益率 | 14.4% | 11.3% |
| 売上前年比 | -5.6% | 0.6% |
| 純利益前年比 | -31.3% | -7.8% |
| EPS（希薄化後） | $1.11 | $1.28 |
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 | $154.4M | ||
| Q3 25 | $213.6M | $163.5M | ||
| Q2 25 | $194.5M | $156.9M | ||
| Q1 25 | $192.6M | $146.1M | ||
| Q4 24 | $252.4M | $153.5M | ||
| Q3 24 | $256.6M | $156.0M | ||
| Q2 24 | $256.5M | $155.0M | ||
| Q1 24 | $252.4M | $139.1M |
| Q4 25 | $34.3M | $17.5M | ||
| Q3 25 | $26.0M | $21.2M | ||
| Q2 25 | $31.4M | $21.0M | ||
| Q1 25 | $28.6M | $29.9M | ||
| Q4 24 | $50.0M | $18.9M | ||
| Q3 24 | $48.6M | $16.8M | ||
| Q2 24 | $50.9M | $19.8M | ||
| Q1 24 | $51.6M | $15.5M |
| Q4 25 | 47.0% | 56.2% | ||
| Q3 25 | 41.6% | 54.7% | ||
| Q2 25 | 44.9% | 56.2% | ||
| Q1 25 | 46.1% | 54.6% | ||
| Q4 24 | 46.0% | 54.8% | ||
| Q3 24 | 42.9% | 54.1% | ||
| Q2 24 | 43.8% | 53.1% | ||
| Q1 24 | 46.0% | 52.4% |
| Q4 25 | 15.2% | 15.1% | ||
| Q3 25 | 11.7% | 17.1% | ||
| Q2 25 | 14.9% | 17.4% | ||
| Q1 25 | 15.1% | 15.9% | ||
| Q4 24 | 21.6% | 16.4% | ||
| Q3 24 | 18.3% | 15.4% | ||
| Q2 24 | 20.6% | 17.5% | ||
| Q1 24 | 22.4% | 15.1% |
| Q4 25 | 14.4% | 11.3% | ||
| Q3 25 | 12.2% | 13.0% | ||
| Q2 25 | 16.1% | 13.4% | ||
| Q1 25 | 14.8% | 20.4% | ||
| Q4 24 | 19.8% | 12.3% | ||
| Q3 24 | 18.9% | 10.8% | ||
| Q2 24 | 19.8% | 12.8% | ||
| Q1 24 | 20.4% | 11.2% |
| Q4 25 | $1.11 | $1.28 | ||
| Q3 25 | $0.83 | $1.57 | ||
| Q2 25 | $0.98 | $1.54 | ||
| Q1 25 | $0.88 | $2.19 | ||
| Q4 24 | $1.54 | $1.39 | ||
| Q3 24 | $1.49 | $1.23 | ||
| Q2 24 | $1.55 | $1.46 | ||
| Q1 24 | $1.57 | $1.14 |
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 | $48.6M |
| 総負債低いほど良い | — | $85.7M |
| 株主資本純資産 | $1.0B | $264.1M |
| 総資産 | $1.4B | $459.7M |
| 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 | $48.6M | ||
| Q3 25 | $449.6M | $58.1M | ||
| Q2 25 | $549.8M | $51.7M | ||
| Q1 25 | $587.1M | $53.0M | ||
| Q4 24 | $571.3M | $54.9M | ||
| Q3 24 | $579.4M | $46.7M | ||
| Q2 24 | $548.3M | $45.3M | ||
| Q1 24 | $530.2M | $55.4M |
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M | ||
| Q1 24 | — | $85.9M |
| Q4 25 | $1.0B | $264.1M | ||
| Q3 25 | $1.0B | $268.2M | ||
| Q2 25 | $1.0B | $257.1M | ||
| Q1 25 | $1.0B | $242.1M | ||
| Q4 24 | $1.0B | $226.3M | ||
| Q3 24 | $975.6M | $230.5M | ||
| Q2 24 | $934.9M | $222.2M | ||
| Q1 24 | $901.7M | $216.3M |
| Q4 25 | $1.4B | $459.7M | ||
| Q3 25 | $1.4B | $475.8M | ||
| Q2 25 | $1.3B | $456.0M | ||
| Q1 25 | $1.3B | $458.3M | ||
| Q4 24 | $1.3B | $447.3M | ||
| Q3 24 | $1.3B | $449.0M | ||
| Q2 24 | $1.3B | $443.6M | ||
| Q1 24 | $1.3B | $442.0M |
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× | ||
| Q1 24 | — | 0.40× |
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 | $10.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $-8.9M | $9.1M |
| FCFマージンFCF / 売上 | -3.7% | 5.9% |
| 設備投資強度設備投資 / 売上 | 1.0% | 0.6% |
| キャッシュ転換率営業CF / 純利益 | -0.19× | 0.57× |
| 直近12ヶ月FCF直近4四半期 | $107.0M | $78.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-6.6M | $10.0M | ||
| Q3 25 | $45.4M | $29.9M | ||
| Q2 25 | $39.7M | $35.1M | ||
| Q1 25 | $39.8M | $8.0M | ||
| Q4 24 | $12.8M | $14.9M | ||
| Q3 24 | $45.7M | $27.2M | ||
| Q2 24 | $40.1M | $19.9M | ||
| Q1 24 | $42.2M | $18.0M |
| Q4 25 | $-8.9M | $9.1M | ||
| Q3 25 | $43.3M | $28.6M | ||
| Q2 25 | $37.7M | $34.0M | ||
| Q1 25 | $34.8M | $6.6M | ||
| Q4 24 | $8.1M | $14.2M | ||
| Q3 24 | $41.8M | $26.4M | ||
| Q2 24 | $38.1M | $18.7M | ||
| Q1 24 | $40.6M | $16.7M |
| Q4 25 | -3.7% | 5.9% | ||
| Q3 25 | 20.3% | 17.5% | ||
| Q2 25 | 19.4% | 21.6% | ||
| Q1 25 | 18.1% | 4.5% | ||
| Q4 24 | 3.2% | 9.3% | ||
| Q3 24 | 16.3% | 16.9% | ||
| Q2 24 | 14.8% | 12.0% | ||
| Q1 24 | 16.1% | 12.0% |
| Q4 25 | 1.0% | 0.6% | ||
| Q3 25 | 0.9% | 0.8% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 0.8% | 0.8% | ||
| Q1 24 | 0.6% | 0.9% |
| Q4 25 | -0.19× | 0.57× | ||
| Q3 25 | 1.75× | 1.41× | ||
| Q2 25 | 1.27× | 1.67× | ||
| Q1 25 | 1.39× | 0.27× | ||
| Q4 24 | 0.26× | 0.79× | ||
| Q3 24 | 0.94× | 1.62× | ||
| Q2 24 | 0.79× | 1.00× | ||
| Q1 24 | 0.82× | 1.16× |
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% |
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
