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AXCELIS TECHNOLOGIES INC（ACLS）与ACV Auctions Inc.（ACVA）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ACV Auctions Inc.的1.3倍（$238.3M vs $183.6M）。ACV Auctions Inc.同比增速更快（15.1% vs -5.6%）。AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-14.7M）。过去两年ACV Auctions Inc.的营收复合增速更高（12.3% 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。
ACV Auctions Inc.是北美领先的数字化二手车批发拍卖平台，主要服务美加两地汽车经销商，提供车辆透明检测、安全支付、物流配送等全链条服务，助力注册批发买卖双方无需线下到场即可高效完成二手车交易。
ACLS vs ACVA — 直观对比
营收规模更大
ACLS
是对方的1.3倍
$183.6M
营收增速更快
ACVA
高出20.7%
-5.6%
自由现金流更多
ACLS
多$5.7M
$-14.7M
两年增速更快
ACVA
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $183.6M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -9.7% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 15.1% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $-0.12 |
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ACLSACVA
| Q4 25 | $238.3M | $183.6M | ||
| Q3 25 | $213.6M | $199.6M | ||
| Q2 25 | $194.5M | $193.7M | ||
| Q1 25 | $192.6M | $182.7M | ||
| Q4 24 | $252.4M | $159.5M | ||
| Q3 24 | $256.6M | $171.3M | ||
| Q2 24 | $256.5M | $160.6M | ||
| Q1 24 | $252.4M | $145.7M |
净利润ACLSACVA
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-24.5M | ||
| Q2 25 | $31.4M | $-7.3M | ||
| Q1 25 | $28.6M | $-14.8M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-16.0M | ||
| Q2 24 | $50.9M | $-17.1M | ||
| Q1 24 | $51.6M | $-20.5M |
毛利率ACLSACVA
| 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ACLSACVA
| Q4 25 | 15.2% | -9.7% | ||
| Q3 25 | 11.7% | -11.9% | ||
| Q2 25 | 14.9% | -3.7% | ||
| Q1 25 | 15.1% | -7.9% | ||
| Q4 24 | 21.6% | -16.2% | ||
| Q3 24 | 18.3% | -10.0% | ||
| Q2 24 | 20.6% | -11.6% | ||
| Q1 24 | 22.4% | -15.5% |
净利率ACLSACVA
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -12.3% | ||
| Q2 25 | 16.1% | -3.8% | ||
| Q1 25 | 14.8% | -8.1% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -9.4% | ||
| Q2 24 | 19.8% | -10.6% | ||
| Q1 24 | 20.4% | -14.1% |
每股收益（稀释后）ACLSACVA
| Q4 25 | $1.11 | $-0.12 | ||
| Q3 25 | $0.83 | $-0.14 | ||
| Q2 25 | $0.98 | $-0.04 | ||
| Q1 25 | $0.88 | $-0.09 | ||
| Q4 24 | $1.54 | $-0.15 | ||
| Q3 24 | $1.49 | $-0.10 | ||
| Q2 24 | $1.55 | $-0.10 | ||
| Q1 24 | $1.57 | $-0.13 |
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 | $271.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $429.7M |
| 总资产 | $1.4B | $1.1B |
| 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ACLSACVA
| Q4 25 | $374.3M | $271.5M | ||
| Q3 25 | $449.6M | $265.3M | ||
| Q2 25 | $549.8M | $258.4M | ||
| Q1 25 | $587.1M | $291.9M | ||
| Q4 24 | $571.3M | $224.1M | ||
| Q3 24 | $579.4M | $252.5M | ||
| Q2 24 | $548.3M | $215.0M | ||
| Q1 24 | $530.2M | $209.8M |
股东权益ACLSACVA
| Q4 25 | $1.0B | $429.7M | ||
| Q3 25 | $1.0B | $434.4M | ||
| Q2 25 | $1.0B | $448.8M | ||
| Q1 25 | $1.0B | $439.6M | ||
| Q4 24 | $1.0B | $440.0M | ||
| Q3 24 | $975.6M | $456.2M | ||
| Q2 24 | $934.9M | $457.6M | ||
| Q1 24 | $901.7M | $458.3M |
总资产ACLSACVA
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.3B | $984.1M | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.3B | $1.0B | ||
| Q1 24 | $1.3B | $1.0B |
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 | $-12.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-14.7M |
| 自由现金流率自由现金流/营收 | -3.7% | -8.0% |
| 资本支出强度资本支出/营收 | 1.0% | 1.2% |
| 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 | $69.1M |
8季度趋势，按日历期对齐
经营现金流ACLSACVA
| Q4 25 | $-6.6M | $-12.4M | ||
| Q3 25 | $45.4M | $10.3M | ||
| Q2 25 | $39.7M | $13.7M | ||
| Q1 25 | $39.8M | $66.6M | ||
| Q4 24 | $12.8M | $-3.2M | ||
| Q3 24 | $45.7M | $21.1M | ||
| Q2 24 | $40.1M | $4.5M | ||
| Q1 24 | $42.2M | $43.0M |
自由现金流ACLSACVA
| Q4 25 | $-8.9M | $-14.7M | ||
| Q3 25 | $43.3M | $7.7M | ||
| Q2 25 | $37.7M | $10.9M | ||
| Q1 25 | $34.8M | $65.3M | ||
| Q4 24 | $8.1M | $-3.9M | ||
| Q3 24 | $41.8M | $20.2M | ||
| Q2 24 | $38.1M | $2.7M | ||
| Q1 24 | $40.6M | $41.9M |
自由现金流率ACLSACVA
| Q4 25 | -3.7% | -8.0% | ||
| Q3 25 | 20.3% | 3.8% | ||
| Q2 25 | 19.4% | 5.6% | ||
| Q1 25 | 18.1% | 35.7% | ||
| Q4 24 | 3.2% | -2.5% | ||
| Q3 24 | 16.3% | 11.8% | ||
| Q2 24 | 14.8% | 1.7% | ||
| Q1 24 | 16.1% | 28.8% |
资本支出强度ACLSACVA
| Q4 25 | 1.0% | 1.2% | ||
| Q3 25 | 0.9% | 1.3% | ||
| Q2 25 | 1.0% | 1.5% | ||
| Q1 25 | 2.6% | 0.7% | ||
| Q4 24 | 1.8% | 0.4% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 0.8% | 1.1% | ||
| Q1 24 | 0.6% | 0.7% |
现金转化率ACLSACVA
| 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× | — | ||
| Q1 24 | 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
ACLS
| Products | $224.6M | 94% |
| Services | $13.7M | 6% |
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
