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AXCELIS TECHNOLOGIES INC（ACLS）与ALBANY INTERNATIONAL CORP（AIN）财务数据对比。点击上方公司名可切换其他公司
ALBANY INTERNATIONAL CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.3倍（$321.2M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 4.3%，领先10.1%），ALBANY INTERNATIONAL CORP同比增速更快（12.0% vs -5.6%），ALBANY INTERNATIONAL CORP自由现金流更多（$51.4M vs $-8.9M），过去两年ALBANY INTERNATIONAL CORP的营收复合增速更高（1.2% 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。
奥尔巴尼国际是全球先进材料与工业技术企业，下设两大核心业务板块：为造纸等工业生产提供定制工程织物的机械织物部门，以及为航空航天、国防领域研发高性能复合材料部件的工程复合材料部门，业务覆盖全球多个区域。
ACLS vs AIN — 直观对比
营收规模更大
AIN
是对方的1.3倍
$238.3M
营收增速更快
AIN
高出17.5%
-5.6%
净利率更高
ACLS
高出10.1%
4.3%
自由现金流更多
AIN
多$60.3M
$-8.9M
两年增速更快
AIN
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $321.2M |
| 净利润 | $34.3M | $13.9M |
| 毛利率 | 47.0% | 31.1% |
| 营业利润率 | 15.2% | 9.3% |
| 净利率 | 14.4% | 4.3% |
| 营收同比 | -5.6% | 12.0% |
| 净利润同比 | -31.3% | -21.5% |
| 每股收益（稀释后） | $1.11 | $0.56 |
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ACLSAIN
| Q4 25 | $238.3M | $321.2M | ||
| Q3 25 | $213.6M | $261.4M | ||
| Q2 25 | $194.5M | $311.4M | ||
| Q1 25 | $192.6M | $288.8M | ||
| Q4 24 | $252.4M | $286.9M | ||
| Q3 24 | $256.6M | $298.4M | ||
| Q2 24 | $256.5M | $332.0M | ||
| Q1 24 | $252.4M | $313.3M |
净利润ACLSAIN
| Q4 25 | $34.3M | $13.9M | ||
| Q3 25 | $26.0M | $-97.8M | ||
| Q2 25 | $31.4M | $9.2M | ||
| Q1 25 | $28.6M | $17.4M | ||
| Q4 24 | $50.0M | $17.7M | ||
| Q3 24 | $48.6M | $18.0M | ||
| Q2 24 | $50.9M | $24.6M | ||
| Q1 24 | $51.6M | $27.3M |
毛利率ACLSAIN
| Q4 25 | 47.0% | 31.1% | ||
| Q3 25 | 41.6% | -19.1% | ||
| Q2 25 | 44.9% | 31.3% | ||
| Q1 25 | 46.1% | 33.4% | ||
| Q4 24 | 46.0% | 31.5% | ||
| Q3 24 | 42.9% | 30.3% | ||
| Q2 24 | 43.8% | 33.9% | ||
| Q1 24 | 46.0% | 34.7% |
营业利润率ACLSAIN
| Q4 25 | 15.2% | 9.3% | ||
| Q3 25 | 11.7% | -44.6% | ||
| Q2 25 | 14.9% | 7.2% | ||
| Q1 25 | 15.1% | 9.8% | ||
| Q4 24 | 21.6% | 8.5% | ||
| Q3 24 | 18.3% | 8.4% | ||
| Q2 24 | 20.6% | 12.9% | ||
| Q1 24 | 22.4% | 12.4% |
净利率ACLSAIN
| Q4 25 | 14.4% | 4.3% | ||
| Q3 25 | 12.2% | -37.4% | ||
| Q2 25 | 16.1% | 2.9% | ||
| Q1 25 | 14.8% | 6.0% | ||
| Q4 24 | 19.8% | 6.2% | ||
| Q3 24 | 18.9% | 6.0% | ||
| Q2 24 | 19.8% | 7.4% | ||
| Q1 24 | 20.4% | 8.7% |
每股收益（稀释后）ACLSAIN
| Q4 25 | $1.11 | $0.56 | ||
| Q3 25 | $0.83 | $-3.37 | ||
| Q2 25 | $0.98 | $0.31 | ||
| Q1 25 | $0.88 | $0.56 | ||
| Q4 24 | $1.54 | $0.57 | ||
| Q3 24 | $1.49 | $0.57 | ||
| Q2 24 | $1.55 | $0.79 | ||
| Q1 24 | $1.57 | $0.87 |
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 | $112.3M |
| 总债务越低越好 | — | $455.7M |
| 股东权益账面价值 | $1.0B | $726.2M |
| 总资产 | $1.4B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资ACLSAIN
| Q4 25 | $374.3M | $112.3M | ||
| Q3 25 | $449.6M | $108.3M | ||
| Q2 25 | $549.8M | $106.7M | ||
| Q1 25 | $587.1M | $119.4M | ||
| Q4 24 | $571.3M | $115.3M | ||
| Q3 24 | $579.4M | $127.2M | ||
| Q2 24 | $548.3M | $116.4M | ||
| Q1 24 | $530.2M | $125.4M |
总债务ACLSAIN
| Q4 25 | — | $455.7M | ||
| Q3 25 | — | $480.6M | ||
| Q2 25 | — | $444.7M | ||
| Q1 25 | — | $416.4M | ||
| Q4 24 | — | $318.5M | ||
| Q3 24 | — | $362.2M | ||
| Q2 24 | — | $377.1M | ||
| Q1 24 | — | $439.1M |
股东权益ACLSAIN
| Q4 25 | $1.0B | $726.2M | ||
| Q3 25 | $1.0B | $739.3M | ||
| Q2 25 | $1.0B | $888.6M | ||
| Q1 25 | $1.0B | $900.0M | ||
| Q4 24 | $1.0B | $943.5M | ||
| Q3 24 | $975.6M | $991.0M | ||
| Q2 24 | $934.9M | $967.5M | ||
| Q1 24 | $901.7M | $967.5M |
总资产ACLSAIN
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.8B | ||
| Q1 24 | $1.3B | $1.8B |
负债/权益比ACLSAIN
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× | ||
| Q1 24 | — | 0.45× |
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 | $73.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $51.4M |
| 自由现金流率自由现金流/营收 | -3.7% | 16.0% |
| 资本支出强度资本支出/营收 | 1.0% | 6.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 5.31× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $82.6M |
8季度趋势，按日历期对齐
经营现金流ACLSAIN
| Q4 25 | $-6.6M | $73.7M | ||
| Q3 25 | $45.4M | $43.9M | ||
| Q2 25 | $39.7M | $32.7M | ||
| Q1 25 | $39.8M | $2.1M | ||
| Q4 24 | $12.8M | $78.5M | ||
| Q3 24 | $45.7M | $47.0M | ||
| Q2 24 | $40.1M | $83.4M | ||
| Q1 24 | $42.2M | $9.6M |
自由现金流ACLSAIN
| Q4 25 | $-8.9M | $51.4M | ||
| Q3 25 | $43.3M | $25.9M | ||
| Q2 25 | $37.7M | $18.8M | ||
| Q1 25 | $34.8M | $-13.5M | ||
| Q4 24 | $8.1M | $60.2M | ||
| Q3 24 | $41.8M | $31.6M | ||
| Q2 24 | $38.1M | $63.6M | ||
| Q1 24 | $40.6M | $-17.3M |
自由现金流率ACLSAIN
| Q4 25 | -3.7% | 16.0% | ||
| Q3 25 | 20.3% | 9.9% | ||
| Q2 25 | 19.4% | 6.0% | ||
| Q1 25 | 18.1% | -4.7% | ||
| Q4 24 | 3.2% | 21.0% | ||
| Q3 24 | 16.3% | 10.6% | ||
| Q2 24 | 14.8% | 19.2% | ||
| Q1 24 | 16.1% | -5.5% |
资本支出强度ACLSAIN
| Q4 25 | 1.0% | 6.9% | ||
| Q3 25 | 0.9% | 6.9% | ||
| Q2 25 | 1.0% | 4.5% | ||
| Q1 25 | 2.6% | 5.4% | ||
| Q4 24 | 1.8% | 6.4% | ||
| Q3 24 | 1.5% | 5.2% | ||
| Q2 24 | 0.8% | 6.0% | ||
| Q1 24 | 0.6% | 8.6% |
现金转化率ACLSAIN
| Q4 25 | -0.19× | 5.31× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 3.56× | ||
| Q1 25 | 1.39× | 0.12× | ||
| Q4 24 | 0.26× | 4.44× | ||
| Q3 24 | 0.94× | 2.61× | ||
| Q2 24 | 0.79× | 3.39× | ||
| Q1 24 | 0.82× | 0.35× |
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% |
AIN
| Transferred At Point In Time | $176.5M | 55% |
| Engineered Composites Other | $99.3M | 31% |
| Engineered Composites ASC | $44.5M | 14% |
| Transferred Over Time | $1.0M | 0% |
