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AXCELIS TECHNOLOGIES INC（ACLS）与Enact Holdings, Inc.（ACT）财务数据对比。点击上方公司名可切换其他公司
Enact Holdings, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.3倍（$312.1M vs $238.3M），Enact Holdings, Inc.净利率更高（53.8% vs 14.4%，领先39.4%），Enact Holdings, Inc.同比增速更快（1.7% vs -5.6%），过去两年Enact Holdings, Inc.的营收复合增速更高（2.2% vs -2.8%）
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。
Enact Holdings, Inc.是美国领先的私人抵押贷款保险服务商，为银行、信用社等各类住宅抵押贷款机构提供风险缓释解决方案，帮助首付较低的购房者获得可负担的住房贷款，助力更多美国普通消费者实现安居需求。
ACLS vs ACT — 直观对比
营收规模更大
ACT
是对方的1.3倍
$238.3M
营收增速更快
ACT
高出7.3%
-5.6%
净利率更高
ACT
高出39.4%
14.4%
两年增速更快
ACT
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $312.1M |
| 净利润 | $34.3M | $168.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 53.8% |
| 营收同比 | -5.6% | 1.7% |
| 净利润同比 | -31.3% | 1.2% |
| 每股收益（稀释后） | $1.11 | $1.18 |
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ACLSACT
| Q1 26 | — | $312.1M | ||
| Q4 25 | $238.3M | $312.7M | ||
| Q3 25 | $213.6M | $311.5M | ||
| Q2 25 | $194.5M | $304.9M | ||
| Q1 25 | $192.6M | $306.8M | ||
| Q4 24 | $252.4M | $301.8M | ||
| Q3 24 | $256.6M | $309.6M | ||
| Q2 24 | $256.5M | $298.8M |
净利润ACLSACT
| Q1 26 | — | $168.0M | ||
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | — | ||
| Q1 25 | $28.6M | — | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | — | ||
| Q2 24 | $50.9M | — |
毛利率ACLSACT
| 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ACLSACT
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 71.3% | ||
| Q3 25 | 11.7% | 67.4% | ||
| Q2 25 | 14.9% | 70.4% | ||
| Q1 25 | 15.1% | 68.9% | ||
| Q4 24 | 21.6% | 68.9% | ||
| Q3 24 | 18.3% | 74.1% | ||
| Q2 24 | 20.6% | 78.6% |
净利率ACLSACT
| Q1 26 | — | 53.8% | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | — | ||
| Q2 24 | 19.8% | — |
每股收益（稀释后）ACLSACT
| Q1 26 | — | $1.18 | ||
| Q4 25 | $1.11 | $1.23 | ||
| Q3 25 | $0.83 | $1.10 | ||
| Q2 25 | $0.98 | $1.11 | ||
| Q1 25 | $0.88 | $1.08 | ||
| Q4 24 | $1.54 | $1.05 | ||
| Q3 24 | $1.49 | $1.15 | ||
| Q2 24 | $1.55 | $1.16 |
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 | $374.3M | $549.0M |
| 总债务越低越好 | — | $744.9M |
| 股东权益账面价值 | $1.0B | $5.3B |
| 总资产 | $1.4B | $7.0B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资ACLSACT
| Q1 26 | — | $549.0M | ||
| Q4 25 | $374.3M | $582.5M | ||
| Q3 25 | $449.6M | $545.6M | ||
| Q2 25 | $549.8M | $616.0M | ||
| Q1 25 | $587.1M | $639.0M | ||
| Q4 24 | $571.3M | $602.8M | ||
| Q3 24 | $579.4M | $674.9M | ||
| Q2 24 | $548.3M | $711.3M |
总债务ACLSACT
| Q1 26 | — | $744.9M | ||
| Q4 25 | — | $744.5M | ||
| Q3 25 | — | $744.1M | ||
| Q2 25 | — | $743.8M | ||
| Q1 25 | — | $743.4M | ||
| Q4 24 | — | $743.0M | ||
| Q3 24 | — | $742.7M | ||
| Q2 24 | — | $742.4M |
股东权益ACLSACT
| Q1 26 | — | $5.3B | ||
| Q4 25 | $1.0B | $5.4B | ||
| Q3 25 | $1.0B | $5.3B | ||
| Q2 25 | $1.0B | $5.2B | ||
| Q1 25 | $1.0B | $5.1B | ||
| Q4 24 | $1.0B | $5.0B | ||
| Q3 24 | $975.6M | $5.0B | ||
| Q2 24 | $934.9M | $4.8B |
总资产ACLSACT
| Q1 26 | — | $7.0B | ||
| Q4 25 | $1.4B | $6.9B | ||
| Q3 25 | $1.4B | $6.9B | ||
| Q2 25 | $1.3B | $6.8B | ||
| Q1 25 | $1.3B | $6.7B | ||
| Q4 24 | $1.3B | $6.5B | ||
| Q3 24 | $1.3B | $6.6B | ||
| Q2 24 | $1.3B | $6.3B |
负债/权益比ACLSACT
| Q1 26 | — | 0.14× | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.14× | ||
| Q2 25 | — | 0.14× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.15× |
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 | $-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ACLSACT
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $724.5M | ||
| Q3 25 | $45.4M | $192.0M | ||
| Q2 25 | $39.7M | $119.5M | ||
| Q1 25 | $39.8M | $226.7M | ||
| Q4 24 | $12.8M | $686.3M | ||
| Q3 24 | $45.7M | $188.1M | ||
| Q2 24 | $40.1M | $144.7M |
自由现金流ACLSACT
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率ACLSACT
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度ACLSACT
| Q1 26 | — | — | ||
| 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% | — |
现金转化率ACLSACT
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 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
ACLS
| Products | $224.6M | 94% |
| Services | $13.7M | 6% |
ACT
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
