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AXCELIS TECHNOLOGIES INC（ACLS）与ASHFORD HOSPITALITY TRUST INC（AHT）财务数据对比。点击上方公司名可切换其他公司
ASHFORD HOSPITALITY TRUST INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$259.0M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -26.8%，领先41.2%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -6.0%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-86.8M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -7.7%）
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。
阿什福德酒店信托是一家总部位于美国的房地产投资信托，主要投资美国核心城市、郊区及度假区的高端全服务酒店资产，旗下物业多由全球知名酒店品牌运营，服务商务与休闲旅客，专注实现长期资产增值与稳定股东回报。
ACLS vs AHT — 直观对比
营收规模更大
AHT
是对方的1.1倍
$238.3M
营收增速更快
ACLS
高出0.4%
-6.0%
净利率更高
ACLS
高出41.2%
-26.8%
自由现金流更多
ACLS
多$77.9M
$-86.8M
两年增速更快
ACLS
近两年复合增速
-7.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $259.0M |
| 净利润 | $34.3M | $-69.3M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -2.6% |
| 净利率 | 14.4% | -26.8% |
| 营收同比 | -5.6% | -6.0% |
| 净利润同比 | -31.3% | 44.2% |
| 每股收益（稀释后） | $1.11 | $-12.85 |
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ACLSAHT
| Q4 25 | $238.3M | $259.0M | ||
| Q3 25 | $213.6M | $266.1M | ||
| Q2 25 | $194.5M | $302.0M | ||
| Q1 25 | $192.6M | $277.4M | ||
| Q4 24 | $252.4M | $275.5M | ||
| Q3 24 | $256.6M | $276.6M | ||
| Q2 24 | $256.5M | $316.5M | ||
| Q1 24 | $252.4M | $303.9M |
净利润ACLSAHT
| Q4 25 | $34.3M | $-69.3M | ||
| Q3 25 | $26.0M | $-60.1M | ||
| Q2 25 | $31.4M | $-30.4M | ||
| Q1 25 | $28.6M | $-20.0M | ||
| Q4 24 | $50.0M | $-124.2M | ||
| Q3 24 | $48.6M | $-57.9M | ||
| Q2 24 | $50.9M | $50.3M | ||
| Q1 24 | $51.6M | $71.6M |
毛利率ACLSAHT
| 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ACLSAHT
| Q4 25 | 15.2% | -2.6% | ||
| Q3 25 | 11.7% | 4.6% | ||
| Q2 25 | 14.9% | 16.3% | ||
| Q1 25 | 15.1% | 22.2% | ||
| Q4 24 | 21.6% | -17.8% | ||
| Q3 24 | 18.3% | 7.3% | ||
| Q2 24 | 20.6% | 42.8% | ||
| Q1 24 | 22.4% | 50.2% |
净利率ACLSAHT
| Q4 25 | 14.4% | -26.8% | ||
| Q3 25 | 12.2% | -22.6% | ||
| Q2 25 | 16.1% | -10.1% | ||
| Q1 25 | 14.8% | -7.2% | ||
| Q4 24 | 19.8% | -45.1% | ||
| Q3 24 | 18.9% | -20.9% | ||
| Q2 24 | 19.8% | 15.9% | ||
| Q1 24 | 20.4% | 23.5% |
每股收益（稀释后）ACLSAHT
| Q4 25 | $1.11 | $-12.85 | ||
| Q3 25 | $0.83 | $-11.35 | ||
| Q2 25 | $0.98 | $-6.88 | ||
| Q1 25 | $0.88 | $-4.91 | ||
| Q4 24 | $1.54 | $-13.64 | ||
| Q3 24 | $1.49 | $-12.39 | ||
| Q2 24 | $1.55 | $2.50 | ||
| Q1 24 | $1.57 | $5.99 |
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 | $66.1M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.0B | $-626.4M |
| 总资产 | $1.4B | $2.8B |
| 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ACLSAHT
| Q4 25 | $374.3M | $66.1M | ||
| Q3 25 | $449.6M | $81.9M | ||
| Q2 25 | $549.8M | $100.0M | ||
| Q1 25 | $587.1M | $85.8M | ||
| Q4 24 | $571.3M | $112.9M | ||
| Q3 24 | $579.4M | $119.7M | ||
| Q2 24 | $548.3M | $121.8M | ||
| Q1 24 | $530.2M | $111.1M |
总债务ACLSAHT
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.9B |
股东权益ACLSAHT
| Q4 25 | $1.0B | $-626.4M | ||
| Q3 25 | $1.0B | $-548.7M | ||
| Q2 25 | $1.0B | $-485.5M | ||
| Q1 25 | $1.0B | $-446.1M | ||
| Q4 24 | $1.0B | $-419.2M | ||
| Q3 24 | $975.6M | $-288.4M | ||
| Q2 24 | $934.9M | $-225.9M | ||
| Q1 24 | $901.7M | $-276.8M |
总资产ACLSAHT
| Q4 25 | $1.4B | $2.8B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.3B | $3.1B | ||
| Q4 24 | $1.3B | $3.2B | ||
| Q3 24 | $1.3B | $3.3B | ||
| Q2 24 | $1.3B | $3.3B | ||
| Q1 24 | $1.3B | $3.5B |
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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-86.8M |
| 自由现金流率自由现金流/营收 | -3.7% | -33.5% |
| 资本支出强度资本支出/营收 | 1.0% | 27.5% |
| 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 | $-135.5M |
8季度趋势，按日历期对齐
经营现金流ACLSAHT
| Q4 25 | $-6.6M | $-15.7M | ||
| Q3 25 | $45.4M | $5.5M | ||
| Q2 25 | $39.7M | $16.3M | ||
| Q1 25 | $39.8M | $-25.0M | ||
| Q4 24 | $12.8M | $-23.6M | ||
| Q3 24 | $45.7M | $795.0K | ||
| Q2 24 | $40.1M | $8.0M | ||
| Q1 24 | $42.2M | $-46.5M |
自由现金流ACLSAHT
| Q4 25 | $-8.9M | $-86.8M | ||
| Q3 25 | $43.3M | $-226.0K | ||
| Q2 25 | $37.7M | $-3.6M | ||
| Q1 25 | $34.8M | $-44.8M | ||
| Q4 24 | $8.1M | $-131.6M | ||
| Q3 24 | $41.8M | $-21.8M | ||
| Q2 24 | $38.1M | $-22.9M | ||
| Q1 24 | $40.6M | $-80.4M |
自由现金流率ACLSAHT
| Q4 25 | -3.7% | -33.5% | ||
| Q3 25 | 20.3% | -0.1% | ||
| Q2 25 | 19.4% | -1.2% | ||
| Q1 25 | 18.1% | -16.2% | ||
| Q4 24 | 3.2% | -47.8% | ||
| Q3 24 | 16.3% | -7.9% | ||
| Q2 24 | 14.8% | -7.2% | ||
| Q1 24 | 16.1% | -26.5% |
资本支出强度ACLSAHT
| Q4 25 | 1.0% | 27.5% | ||
| Q3 25 | 0.9% | 2.1% | ||
| Q2 25 | 1.0% | 6.6% | ||
| Q1 25 | 2.6% | 7.2% | ||
| Q4 24 | 1.8% | 39.2% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 0.8% | 9.8% | ||
| Q1 24 | 0.6% | 11.2% |
现金转化率ACLSAHT
| 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× | 0.16× | ||
| Q1 24 | 0.82× | -0.65× |
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% |
AHT
| Occupancy | $190.2M | 73% |
| Food And Beverage | $51.8M | 20% |
| Hotel Other | $16.6M | 6% |
