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ARBOR REALTY TRUST INC（ABR）与AXCELIS TECHNOLOGIES INC（ACLS）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是ARBOR REALTY TRUST INC的1.8倍（$238.3M vs $133.4M），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -12.1%），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -8.9%）
Arbor Realty Trust Inc.是总部位于美国的专业房地产投资信托（REIT）企业，主要为多户住宅及商业地产项目提供结构性融资服务，涵盖过渡贷款、机构贷款、夹层融资等品类，服务覆盖美国各地的地产持有者、开发商及房产投资群体。
Axcelis Technologies是一家美国半导体设备供应商，1995年成立，总部位于美国马萨诸塞州贝弗利。公司面向全球半导体制造行业，从事半导体生产核心设备的设计、制造及服务，主营产品包括高中电流、高能离子注入系统以及半导体芯片制造用固化系统。
ABR vs ACLS — 直观对比
营收规模更大
ACLS
是对方的1.8倍
$133.4M
营收增速更快
ACLS
高出6.5%
-12.1%
两年增速更快
ACLS
近两年复合增速
-8.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $133.4M | $238.3M |
| 净利润 | — | $34.3M |
| 毛利率 | — | 47.0% |
| 营业利润率 | — | 15.2% |
| 净利率 | — | 14.4% |
| 营收同比 | -12.1% | -5.6% |
| 净利润同比 | — | -31.3% |
| 每股收益（稀释后） | $0.08 | $1.11 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ABRACLS
| Q4 25 | $133.4M | $238.3M | ||
| Q3 25 | $112.4M | $213.6M | ||
| Q2 25 | $130.4M | $194.5M | ||
| Q1 25 | $134.2M | $192.6M | ||
| Q4 24 | $151.7M | $252.4M | ||
| Q3 24 | $156.7M | $256.6M | ||
| Q2 24 | $153.1M | $256.5M | ||
| Q1 24 | $160.7M | $252.4M |
净利润ABRACLS
| Q4 25 | — | $34.3M | ||
| Q3 25 | $52.0M | $26.0M | ||
| Q2 25 | $36.3M | $31.4M | ||
| Q1 25 | $43.4M | $28.6M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | $73.5M | $48.6M | ||
| Q2 24 | $61.8M | $50.9M | ||
| Q1 24 | $73.2M | $51.6M |
毛利率ABRACLS
| Q4 25 | — | 47.0% | ||
| Q3 25 | — | 41.6% | ||
| Q2 25 | — | 44.9% | ||
| Q1 25 | — | 46.1% | ||
| Q4 24 | — | 46.0% | ||
| Q3 24 | — | 42.9% | ||
| Q2 24 | — | 43.8% | ||
| Q1 24 | — | 46.0% |
营业利润率ABRACLS
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 14.9% | ||
| Q1 25 | — | 15.1% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 18.3% | ||
| Q2 24 | — | 20.6% | ||
| Q1 24 | 46.9% | 22.4% |
净利率ABRACLS
| Q4 25 | — | 14.4% | ||
| Q3 25 | 46.3% | 12.2% | ||
| Q2 25 | 27.8% | 16.1% | ||
| Q1 25 | 32.3% | 14.8% | ||
| Q4 24 | — | 19.8% | ||
| Q3 24 | 46.9% | 18.9% | ||
| Q2 24 | 40.4% | 19.8% | ||
| Q1 24 | 45.6% | 20.4% |
每股收益（稀释后）ABRACLS
| Q4 25 | $0.08 | $1.11 | ||
| Q3 25 | $0.20 | $0.83 | ||
| Q2 25 | $0.12 | $0.98 | ||
| Q1 25 | $0.16 | $0.88 | ||
| Q4 24 | $0.31 | $1.54 | ||
| Q3 24 | $0.31 | $1.49 | ||
| Q2 24 | $0.25 | $1.55 | ||
| Q1 24 | $0.31 | $1.57 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $482.9M | $374.3M |
| 总债务越低越好 | $11.1B | — |
| 股东权益账面价值 | $3.0B | $1.0B |
| 总资产 | $14.5B | $1.4B |
| 负债/权益比越低杠杆越低 | 3.75× | — |
8季度趋势，按日历期对齐
现金及短期投资ABRACLS
| Q4 25 | $482.9M | $374.3M | ||
| Q3 25 | $423.4M | $449.6M | ||
| Q2 25 | $255.7M | $549.8M | ||
| Q1 25 | $308.8M | $587.1M | ||
| Q4 24 | $503.8M | $571.3M | ||
| Q3 24 | $687.5M | $579.4M | ||
| Q2 24 | $737.5M | $548.3M | ||
| Q1 24 | $908.0M | $530.2M |
总债务ABRACLS
| Q4 25 | $11.1B | — | ||
| Q3 25 | $10.4B | — | ||
| Q2 25 | $10.1B | — | ||
| Q1 25 | $9.9B | — | ||
| Q4 24 | $10.0B | — | ||
| Q3 24 | $10.3B | — | ||
| Q2 24 | $10.6B | — | ||
| Q1 24 | $11.4B | — |
股东权益ABRACLS
| Q4 25 | $3.0B | $1.0B | ||
| Q3 25 | $3.0B | $1.0B | ||
| Q2 25 | $3.0B | $1.0B | ||
| Q1 25 | $3.0B | $1.0B | ||
| Q4 24 | $3.0B | $1.0B | ||
| Q3 24 | $3.0B | $975.6M | ||
| Q2 24 | $3.1B | $934.9M | ||
| Q1 24 | $3.1B | $901.7M |
总资产ABRACLS
| Q4 25 | $14.5B | $1.4B | ||
| Q3 25 | $13.9B | $1.4B | ||
| Q2 25 | $13.6B | $1.3B | ||
| Q1 25 | $13.4B | $1.3B | ||
| Q4 24 | $13.5B | $1.3B | ||
| Q3 24 | $13.9B | $1.3B | ||
| Q2 24 | $14.2B | $1.3B | ||
| Q1 24 | $15.1B | $1.3B |
负债/权益比ABRACLS
| Q4 25 | 3.75× | — | ||
| Q3 25 | 3.47× | — | ||
| Q2 25 | 3.40× | — | ||
| Q1 25 | 3.29× | — | ||
| Q4 24 | 3.29× | — | ||
| Q3 24 | 3.40× | — | ||
| Q2 24 | 3.47× | — | ||
| Q1 24 | 3.68× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $372.4M | $-6.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.9M |
| 自由现金流率自由现金流/营收 | — | -3.7% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.19× |
| 过去12个月自由现金流最近4个季度 | — | $107.0M |
8季度趋势，按日历期对齐
经营现金流ABRACLS
| Q4 25 | $372.4M | $-6.6M | ||
| Q3 25 | $178.7M | $45.4M | ||
| Q2 25 | $60.0M | $39.7M | ||
| Q1 25 | $150.5M | $39.8M | ||
| Q4 24 | $461.5M | $12.8M | ||
| Q3 24 | $85.0M | $45.7M | ||
| Q2 24 | $69.9M | $40.1M | ||
| Q1 24 | $260.0M | $42.2M |
自由现金流ABRACLS
| Q4 25 | — | $-8.9M | ||
| Q3 25 | — | $43.3M | ||
| Q2 25 | — | $37.7M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | — | $8.1M | ||
| Q3 24 | — | $41.8M | ||
| Q2 24 | — | $38.1M | ||
| Q1 24 | — | $40.6M |
自由现金流率ABRACLS
| Q4 25 | — | -3.7% | ||
| Q3 25 | — | 20.3% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 18.1% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 16.3% | ||
| Q2 24 | — | 14.8% | ||
| Q1 24 | — | 16.1% |
资本支出强度ABRACLS
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 0.6% |
现金转化率ABRACLS
| Q4 25 | — | -0.19× | ||
| Q3 25 | 3.44× | 1.75× | ||
| Q2 25 | 1.65× | 1.27× | ||
| Q1 25 | 3.47× | 1.39× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | 1.16× | 0.94× | ||
| Q2 24 | 1.13× | 0.79× | ||
| Q1 24 | 3.55× | 0.82× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ABR
暂无分部数据
ACLS
| Products | $224.6M | 94% |
| Services | $13.7M | 6% |
