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AXCELIS TECHNOLOGIES INC(ACLS)与安道拓(ADNT)财务数据对比。点击上方公司名可切换其他公司
安道拓的季度营收约是AXCELIS TECHNOLOGIES INC的15.3倍($3.6B vs $238.3M)。AXCELIS TECHNOLOGIES INC净利率更高(14.4% vs -0.6%,领先15.0%)。安道拓同比增速更快(4.3% vs -5.6%)。安道拓自由现金流更多($15.0M vs $-8.9M)。过去两年安道拓的营收复合增速更高(-1.4% 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。
安道拓是全球规模最大的汽车座椅制造商,注册地位于爱尔兰,运营总部设在美国密歇根州普利茅斯,业务覆盖全球各地,为全球客户提供专业的汽车座椅相关产品及解决方案,在汽车座椅领域拥有领先的市场地位与技术优势。
ACLS vs ADNT — 直观对比
营收规模更大
ADNT
是对方的15.3倍
$238.3M
营收增速更快
ADNT
高出9.8%
-5.6%
净利率更高
ACLS
高出15.0%
-0.6%
自由现金流更多
ADNT
多$23.9M
$-8.9M
两年增速更快
ADNT
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $238.3M | $3.6B |
| 净利润 | $34.3M | $-22.0M |
| 毛利率 | 47.0% | 6.0% |
| 营业利润率 | 15.2% | 1.1% |
| 净利率 | 14.4% | -0.6% |
| 营收同比 | -5.6% | 4.3% |
| 净利润同比 | -31.3% | — |
| 每股收益(稀释后) | $1.11 | $-0.28 |
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
ACLS
ADNT
| Q4 25 | $238.3M | $3.6B | ||
| Q3 25 | $213.6M | $3.7B | ||
| Q2 25 | $194.5M | $3.7B | ||
| Q1 25 | $192.6M | $3.6B | ||
| Q4 24 | $252.4M | $3.5B | ||
| Q3 24 | $256.6M | $3.6B | ||
| Q2 24 | $256.5M | $3.7B | ||
| Q1 24 | $252.4M | $3.8B |
净利润
ACLS
ADNT
| Q4 25 | $34.3M | $-22.0M | ||
| Q3 25 | $26.0M | $18.0M | ||
| Q2 25 | $31.4M | $36.0M | ||
| Q1 25 | $28.6M | $-335.0M | ||
| Q4 24 | $50.0M | $0 | ||
| Q3 24 | $48.6M | $79.0M | ||
| Q2 24 | $50.9M | $-11.0M | ||
| Q1 24 | $51.6M | $-70.0M |
毛利率
ACLS
ADNT
| Q4 25 | 47.0% | 6.0% | ||
| Q3 25 | 41.6% | 6.7% | ||
| Q2 25 | 44.9% | 6.3% | ||
| Q1 25 | 46.1% | 7.2% | ||
| Q4 24 | 46.0% | 6.2% | ||
| Q3 24 | 42.9% | 6.9% | ||
| Q2 24 | 43.8% | 5.6% | ||
| Q1 24 | 46.0% | 6.1% |
营业利润率
ACLS
ADNT
| Q4 25 | 15.2% | 1.1% | ||
| Q3 25 | 11.7% | 1.7% | ||
| Q2 25 | 14.9% | 1.8% | ||
| Q1 25 | 15.1% | -7.3% | ||
| Q4 24 | 21.6% | 1.3% | ||
| Q3 24 | 18.3% | 1.8% | ||
| Q2 24 | 20.6% | 1.2% | ||
| Q1 24 | 22.4% | -1.1% |
净利率
ACLS
ADNT
| Q4 25 | 14.4% | -0.6% | ||
| Q3 25 | 12.2% | 0.5% | ||
| Q2 25 | 16.1% | 1.0% | ||
| Q1 25 | 14.8% | -9.3% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 2.2% | ||
| Q2 24 | 19.8% | -0.3% | ||
| Q1 24 | 20.4% | -1.9% |
每股收益(稀释后)
ACLS
ADNT
| Q4 25 | $1.11 | $-0.28 | ||
| Q3 25 | $0.83 | $0.17 | ||
| Q2 25 | $0.98 | $0.43 | ||
| Q1 25 | $0.88 | $-3.99 | ||
| Q4 24 | $1.54 | $0.00 | ||
| Q3 24 | $1.49 | $0.88 | ||
| Q2 24 | $1.55 | $-0.12 | ||
| Q1 24 | $1.57 | $-0.77 |
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 | — |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $1.0B | $1.7B |
| 总资产 | $1.4B | $8.8B |
| 负债/权益比越低杠杆越低 | — | 1.37× |
8季度趋势,按日历期对齐
现金及短期投资
ACLS
ADNT
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — | ||
| Q1 24 | $530.2M | — |
总债务
ACLS
ADNT
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
股东权益
ACLS
ADNT
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $975.6M | $2.1B | ||
| Q2 24 | $934.9M | $1.9B | ||
| Q1 24 | $901.7M | $2.1B |
总资产
ACLS
ADNT
| Q4 25 | $1.4B | $8.8B | ||
| Q3 25 | $1.4B | $9.0B | ||
| Q2 25 | $1.3B | $8.8B | ||
| Q1 25 | $1.3B | $8.6B | ||
| Q4 24 | $1.3B | $8.5B | ||
| Q3 24 | $1.3B | $9.4B | ||
| Q2 24 | $1.3B | $9.1B | ||
| Q1 24 | $1.3B | $9.3B |
负债/权益比
ACLS
ADNT
| Q4 25 | — | 1.37× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.34× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 1.16× |
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 | $80.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $15.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 0.4% |
| 资本支出强度资本支出/营收 | 1.0% | 1.8% |
| 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 | $174.0M |
8季度趋势,按日历期对齐
经营现金流
ACLS
ADNT
| Q4 25 | $-6.6M | $80.0M | ||
| Q3 25 | $45.4M | $213.0M | ||
| Q2 25 | $39.7M | $172.0M | ||
| Q1 25 | $39.8M | $-45.0M | ||
| Q4 24 | $12.8M | $109.0M | ||
| Q3 24 | $45.7M | $263.0M | ||
| Q2 24 | $40.1M | $158.0M | ||
| Q1 24 | $42.2M | $81.0M |
自由现金流
ACLS
ADNT
| Q4 25 | $-8.9M | $15.0M | ||
| Q3 25 | $43.3M | $134.0M | ||
| Q2 25 | $37.7M | $115.0M | ||
| Q1 25 | $34.8M | $-90.0M | ||
| Q4 24 | $8.1M | $45.0M | ||
| Q3 24 | $41.8M | $191.0M | ||
| Q2 24 | $38.1M | $88.0M | ||
| Q1 24 | $40.6M | $12.0M |
自由现金流率
ACLS
ADNT
| Q4 25 | -3.7% | 0.4% | ||
| Q3 25 | 20.3% | 3.6% | ||
| Q2 25 | 19.4% | 3.1% | ||
| Q1 25 | 18.1% | -2.5% | ||
| Q4 24 | 3.2% | 1.3% | ||
| Q3 24 | 16.3% | 5.4% | ||
| Q2 24 | 14.8% | 2.4% | ||
| Q1 24 | 16.1% | 0.3% |
资本支出强度
ACLS
ADNT
| Q4 25 | 1.0% | 1.8% | ||
| Q3 25 | 0.9% | 2.1% | ||
| Q2 25 | 1.0% | 1.5% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 1.8% | 1.8% | ||
| Q3 24 | 1.5% | 2.0% | ||
| Q2 24 | 0.8% | 1.9% | ||
| Q1 24 | 0.6% | 1.8% |
现金转化率
ACLS
ADNT
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 11.83× | ||
| Q2 25 | 1.27× | 4.78× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 3.33× | ||
| 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% |
ADNT
暂无分部数据