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传奇娱乐（ACEL）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
传奇娱乐的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$351.6M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 4.2%，领先10.2%），传奇娱乐同比增速更快（8.5% vs -5.6%），传奇娱乐自由现金流更多（$20.2M vs $-8.9M），过去两年传奇娱乐的营收复合增速更高（6.6% vs -2.8%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
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。
ACEL vs ACLS — 直观对比
营收规模更大
ACEL
是对方的1.5倍
$238.3M
营收增速更快
ACEL
高出14.1%
-5.6%
净利率更高
ACLS
高出10.2%
4.2%
自由现金流更多
ACEL
多$29.1M
$-8.9M
两年增速更快
ACEL
近两年复合增速
-2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $238.3M |
| 净利润 | $14.7M | $34.3M |
| 毛利率 | — | 47.0% |
| 营业利润率 | 7.7% | 15.2% |
| 净利率 | 4.2% | 14.4% |
| 营收同比 | 8.5% | -5.6% |
| 净利润同比 | 0.3% | -31.3% |
| 每股收益（稀释后） | — | $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ACELACLS
| Q1 26 | $351.6M | — | ||
| Q4 25 | $341.4M | $238.3M | ||
| Q3 25 | $329.7M | $213.6M | ||
| Q2 25 | $335.9M | $194.5M | ||
| Q1 25 | $323.9M | $192.6M | ||
| Q4 24 | $317.5M | $252.4M | ||
| Q3 24 | $302.2M | $256.6M | ||
| Q2 24 | $309.4M | $256.5M |
净利润ACELACLS
| Q1 26 | $14.7M | — | ||
| Q4 25 | $16.2M | $34.3M | ||
| Q3 25 | $13.4M | $26.0M | ||
| Q2 25 | $7.3M | $31.4M | ||
| Q1 25 | $14.6M | $28.6M | ||
| Q4 24 | $8.4M | $50.0M | ||
| Q3 24 | $4.9M | $48.6M | ||
| Q2 24 | $14.6M | $50.9M |
毛利率ACELACLS
| Q1 26 | — | — | ||
| 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% |
营业利润率ACELACLS
| Q1 26 | 7.7% | — | ||
| Q4 25 | 8.7% | 15.2% | ||
| Q3 25 | 7.7% | 11.7% | ||
| Q2 25 | 8.0% | 14.9% | ||
| Q1 25 | 8.0% | 15.1% | ||
| Q4 24 | 6.5% | 21.6% | ||
| Q3 24 | 7.2% | 18.3% | ||
| Q2 24 | 7.3% | 20.6% |
净利率ACELACLS
| Q1 26 | 4.2% | — | ||
| Q4 25 | 4.7% | 14.4% | ||
| Q3 25 | 4.1% | 12.2% | ||
| Q2 25 | 2.2% | 16.1% | ||
| Q1 25 | 4.5% | 14.8% | ||
| Q4 24 | 2.6% | 19.8% | ||
| Q3 24 | 1.6% | 18.9% | ||
| Q2 24 | 4.7% | 19.8% |
每股收益（稀释后）ACELACLS
| Q1 26 | — | — | ||
| Q4 25 | $0.19 | $1.11 | ||
| Q3 25 | $0.16 | $0.83 | ||
| Q2 25 | $0.08 | $0.98 | ||
| Q1 25 | $0.17 | $0.88 | ||
| Q4 24 | $0.09 | $1.54 | ||
| Q3 24 | $0.06 | $1.49 | ||
| Q2 24 | $0.17 | $1.55 |
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 | $274.1M | $374.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $272.3M | $1.0B |
| 总资产 | $1.1B | $1.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACELACLS
| Q1 26 | $274.1M | — | ||
| Q4 25 | $296.6M | $374.3M | ||
| Q3 25 | $290.2M | $449.6M | ||
| Q2 25 | $264.6M | $549.8M | ||
| Q1 25 | $271.9M | $587.1M | ||
| Q4 24 | $281.3M | $571.3M | ||
| Q3 24 | $265.1M | $579.4M | ||
| Q2 24 | $254.9M | $548.3M |
总债务ACELACLS
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | — | ||
| Q3 25 | $595.4M | — | ||
| Q2 25 | $595.5M | — | ||
| Q1 25 | $580.7M | — | ||
| Q4 24 | $595.4M | — | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $565.7M | — |
股东权益ACELACLS
| Q1 26 | $272.3M | — | ||
| Q4 25 | $269.7M | $1.0B | ||
| Q3 25 | $267.1M | $1.0B | ||
| Q2 25 | $260.5M | $1.0B | ||
| Q1 25 | $259.1M | $1.0B | ||
| Q4 24 | $255.0M | $1.0B | ||
| Q3 24 | $206.7M | $975.6M | ||
| Q2 24 | $209.1M | $934.9M |
总资产ACELACLS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $950.2M | $1.3B | ||
| Q2 24 | $950.3M | $1.3B |
负债/权益比ACELACLS
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | 2.29× | — | ||
| Q1 25 | 2.24× | — | ||
| Q4 24 | 2.33× | — | ||
| Q3 24 | 2.68× | — | ||
| Q2 24 | 2.71× | — |
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 | $42.7M | $-6.6M |
| 自由现金流经营现金流 - 资本支出 | $20.2M | $-8.9M |
| 自由现金流率自由现金流/营收 | 5.8% | -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 | 2.92× | -0.19× |
| 过去12个月自由现金流最近4个季度 | $64.2M | $107.0M |
8季度趋势，按日历期对齐
经营现金流ACELACLS
| Q1 26 | $42.7M | — | ||
| Q4 25 | $31.1M | $-6.6M | ||
| Q3 25 | $55.2M | $45.4M | ||
| Q2 25 | $19.8M | $39.7M | ||
| Q1 25 | $44.8M | $39.8M | ||
| Q4 24 | $13.5M | $12.8M | ||
| Q3 24 | $50.1M | $45.7M | ||
| Q2 24 | $28.9M | $40.1M |
自由现金流ACELACLS
| Q1 26 | $20.2M | — | ||
| Q4 25 | $16.0M | $-8.9M | ||
| Q3 25 | $34.2M | $43.3M | ||
| Q2 25 | $-6.2M | $37.7M | ||
| Q1 25 | $18.0M | $34.8M | ||
| Q4 24 | $2.1M | $8.1M | ||
| Q3 24 | $33.1M | $41.8M | ||
| Q2 24 | $11.4M | $38.1M |
自由现金流率ACELACLS
| Q1 26 | 5.8% | — | ||
| Q4 25 | 4.7% | -3.7% | ||
| Q3 25 | 10.4% | 20.3% | ||
| Q2 25 | -1.9% | 19.4% | ||
| Q1 25 | 5.6% | 18.1% | ||
| Q4 24 | 0.7% | 3.2% | ||
| Q3 24 | 11.0% | 16.3% | ||
| Q2 24 | 3.7% | 14.8% |
资本支出强度ACELACLS
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 1.0% | ||
| Q3 25 | 6.4% | 0.9% | ||
| Q2 25 | 7.8% | 1.0% | ||
| Q1 25 | 8.3% | 2.6% | ||
| Q4 24 | 3.6% | 1.8% | ||
| Q3 24 | 5.6% | 1.5% | ||
| Q2 24 | 5.7% | 0.8% |
现金转化率ACELACLS
| Q1 26 | 2.92× | — | ||
| Q4 25 | 1.92× | -0.19× | ||
| Q3 25 | 4.13× | 1.75× | ||
| Q2 25 | 2.71× | 1.27× | ||
| Q1 25 | 3.06× | 1.39× | ||
| Q4 24 | 1.62× | 0.26× | ||
| Q3 24 | 10.23× | 0.94× | ||
| Q2 24 | 1.98× | 0.79× |
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
ACEL
| Illinois | $252.8M | 72% |
| Montana (1) | $40.6M | 12% |
| Nevada | $29.3M | 8% |
| Nebraska | $11.4M | 3% |
| Louisiana | $10.1M | 3% |
| Georgia | $6.2M | 2% |
ACLS
| Products | $224.6M | 94% |
| Services | $13.7M | 6% |
