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Arcosa, Inc.（ACA）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
Arcosa, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的3.0倍（$716.7M vs $238.3M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 7.3%，领先7.1%）。Arcosa, Inc.同比增速更快（7.6% vs -5.6%）。Arcosa, Inc.自由现金流更多（$55.8M vs $-8.9M）。过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -2.8%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
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。
ACA vs ACLS — 直观对比
营收规模更大
ACA
是对方的3.0倍
$238.3M
营收增速更快
ACA
高出13.2%
-5.6%
净利率更高
ACLS
高出7.1%
7.3%
自由现金流更多
ACA
多$64.7M
$-8.9M
两年增速更快
ACA
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $238.3M |
| 净利润 | $52.1M | $34.3M |
| 毛利率 | 22.9% | 47.0% |
| 营业利润率 | 11.0% | 15.2% |
| 净利率 | 7.3% | 14.4% |
| 营收同比 | 7.6% | -5.6% |
| 净利润同比 | 776.6% | -31.3% |
| 每股收益（稀释后） | $1.06 | $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ACAACLS
| Q4 25 | $716.7M | $238.3M | ||
| Q3 25 | $797.8M | $213.6M | ||
| Q2 25 | $736.9M | $194.5M | ||
| Q1 25 | $632.0M | $192.6M | ||
| Q4 24 | $666.2M | $252.4M | ||
| Q3 24 | $640.4M | $256.6M | ||
| Q2 24 | $664.7M | $256.5M | ||
| Q1 24 | $598.6M | $252.4M |
净利润ACAACLS
| Q4 25 | $52.1M | $34.3M | ||
| Q3 25 | $73.0M | $26.0M | ||
| Q2 25 | $59.7M | $31.4M | ||
| Q1 25 | $23.6M | $28.6M | ||
| Q4 24 | $-7.7M | $50.0M | ||
| Q3 24 | $16.6M | $48.6M | ||
| Q2 24 | $45.6M | $50.9M | ||
| Q1 24 | $39.2M | $51.6M |
毛利率ACAACLS
| Q4 25 | 22.9% | 47.0% | ||
| Q3 25 | 24.1% | 41.6% | ||
| Q2 25 | 22.5% | 44.9% | ||
| Q1 25 | 19.8% | 46.1% | ||
| Q4 24 | 19.3% | 46.0% | ||
| Q3 24 | 21.3% | 42.9% | ||
| Q2 24 | 20.8% | 43.8% | ||
| Q1 24 | 18.6% | 46.0% |
营业利润率ACAACLS
| Q4 25 | 11.0% | 15.2% | ||
| Q3 25 | 14.1% | 11.7% | ||
| Q2 25 | 12.9% | 14.9% | ||
| Q1 25 | 8.8% | 15.1% | ||
| Q4 24 | 6.5% | 21.6% | ||
| Q3 24 | 5.3% | 18.3% | ||
| Q2 24 | 10.1% | 20.6% | ||
| Q1 24 | 8.9% | 22.4% |
净利率ACAACLS
| Q4 25 | 7.3% | 14.4% | ||
| Q3 25 | 9.2% | 12.2% | ||
| Q2 25 | 8.1% | 16.1% | ||
| Q1 25 | 3.7% | 14.8% | ||
| Q4 24 | -1.2% | 19.8% | ||
| Q3 24 | 2.6% | 18.9% | ||
| Q2 24 | 6.9% | 19.8% | ||
| Q1 24 | 6.5% | 20.4% |
每股收益（稀释后）ACAACLS
| Q4 25 | $1.06 | $1.11 | ||
| Q3 25 | $1.48 | $0.83 | ||
| Q2 25 | $1.22 | $0.98 | ||
| Q1 25 | $0.48 | $0.88 | ||
| Q4 24 | $-0.16 | $1.54 | ||
| Q3 24 | $0.34 | $1.49 | ||
| Q2 24 | $0.93 | $1.55 | ||
| Q1 24 | $0.80 | $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 | $214.6M | $374.3M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $1.0B |
| 总资产 | $5.0B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势，按日历期对齐
现金及短期投资ACAACLS
| Q4 25 | $214.6M | $374.3M | ||
| Q3 25 | $220.0M | $449.6M | ||
| Q2 25 | $189.7M | $549.8M | ||
| Q1 25 | $167.9M | $587.1M | ||
| Q4 24 | $187.3M | $571.3M | ||
| Q3 24 | $756.8M | $579.4M | ||
| Q2 24 | $103.7M | $548.3M | ||
| Q1 24 | $176.5M | $530.2M |
总债务ACAACLS
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $699.9M | — | ||
| Q1 24 | $600.6M | — |
股东权益ACAACLS
| Q4 25 | $2.6B | $1.0B | ||
| Q3 25 | $2.6B | $1.0B | ||
| Q2 25 | $2.5B | $1.0B | ||
| Q1 25 | $2.5B | $1.0B | ||
| Q4 24 | $2.4B | $1.0B | ||
| Q3 24 | $2.4B | $975.6M | ||
| Q2 24 | $2.4B | $934.9M | ||
| Q1 24 | $2.4B | $901.7M |
总资产ACAACLS
| Q4 25 | $5.0B | $1.4B | ||
| Q3 25 | $5.1B | $1.4B | ||
| Q2 25 | $5.0B | $1.3B | ||
| Q1 25 | $4.9B | $1.3B | ||
| Q4 24 | $4.9B | $1.3B | ||
| Q3 24 | $4.4B | $1.3B | ||
| Q2 24 | $3.8B | $1.3B | ||
| Q1 24 | $3.7B | $1.3B |
负债/权益比ACAACLS
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.29× | — | ||
| Q1 24 | 0.25× | — |
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 | $120.0M | $-6.6M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $-8.9M |
| 自由现金流率自由现金流/营收 | 7.8% | -3.7% |
| 资本支出强度资本支出/营收 | 9.0% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.30× | -0.19× |
| 过去12个月自由现金流最近4个季度 | $175.5M | $107.0M |
8季度趋势，按日历期对齐
经营现金流ACAACLS
| Q4 25 | $120.0M | $-6.6M | ||
| Q3 25 | $160.6M | $45.4M | ||
| Q2 25 | $61.2M | $39.7M | ||
| Q1 25 | $-700.0K | $39.8M | ||
| Q4 24 | $248.2M | $12.8M | ||
| Q3 24 | $135.0M | $45.7M | ||
| Q2 24 | $38.3M | $40.1M | ||
| Q1 24 | $80.5M | $42.2M |
自由现金流ACAACLS
| Q4 25 | $55.8M | $-8.9M | ||
| Q3 25 | $121.0M | $43.3M | ||
| Q2 25 | $33.4M | $37.7M | ||
| Q1 25 | $-34.7M | $34.8M | ||
| Q4 24 | $194.9M | $8.1M | ||
| Q3 24 | $100.6M | $41.8M | ||
| Q2 24 | $-9.3M | $38.1M | ||
| Q1 24 | $26.1M | $40.6M |
自由现金流率ACAACLS
| Q4 25 | 7.8% | -3.7% | ||
| Q3 25 | 15.2% | 20.3% | ||
| Q2 25 | 4.5% | 19.4% | ||
| Q1 25 | -5.5% | 18.1% | ||
| Q4 24 | 29.3% | 3.2% | ||
| Q3 24 | 15.7% | 16.3% | ||
| Q2 24 | -1.4% | 14.8% | ||
| Q1 24 | 4.4% | 16.1% |
资本支出强度ACAACLS
| Q4 25 | 9.0% | 1.0% | ||
| Q3 25 | 5.0% | 0.9% | ||
| Q2 25 | 3.8% | 1.0% | ||
| Q1 25 | 5.4% | 2.6% | ||
| Q4 24 | 8.0% | 1.8% | ||
| Q3 24 | 5.4% | 1.5% | ||
| Q2 24 | 7.2% | 0.8% | ||
| Q1 24 | 9.1% | 0.6% |
现金转化率ACAACLS
| Q4 25 | 2.30× | -0.19× | ||
| Q3 25 | 2.20× | 1.75× | ||
| Q2 25 | 1.03× | 1.27× | ||
| Q1 25 | -0.03× | 1.39× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | 8.13× | 0.94× | ||
| Q2 24 | 0.84× | 0.79× | ||
| Q1 24 | 2.05× | 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
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
ACLS
| Products | $224.6M | 94% |
| Services | $13.7M | 6% |
