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AXCELIS TECHNOLOGIES INC（ACLS）与安朗杰（ALLE）财务数据对比。点击上方公司名可切换其他公司
安朗杰的季度营收约是AXCELIS TECHNOLOGIES INC的4.3倍（$1.0B vs $238.3M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 14.3%，领先0.1%）。安朗杰同比增速更快（9.3% vs -5.6%）。安朗杰自由现金流更多（$200.5M vs $-8.9M）。过去两年安朗杰的营收复合增速更高（7.5% 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。
安朗杰是全球知名的安防产品及解决方案供应商，面向全球生产销售机械与电子类安防产品，包括闭门器、出入口控制设备、锁具、电子门禁系统、考勤与人员效能管理系统、门体系统及相关配件，服务商业、公共机构、住宅等多领域终端用户
ACLS vs ALLE — 直观对比
营收规模更大
ALLE
是对方的4.3倍
$238.3M
营收增速更快
ALLE
高出14.8%
-5.6%
净利率更高
ACLS
高出0.1%
14.3%
自由现金流更多
ALLE
多$209.4M
$-8.9M
两年增速更快
ALLE
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $1.0B |
| 净利润 | $34.3M | $147.5M |
| 毛利率 | 47.0% | 44.5% |
| 营业利润率 | 15.2% | 20.3% |
| 净利率 | 14.4% | 14.3% |
| 营收同比 | -5.6% | 9.3% |
| 净利润同比 | -31.3% | 2.4% |
| 每股收益（稀释后） | $1.11 | $1.70 |
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ACLSALLE
| Q4 25 | $238.3M | $1.0B | ||
| Q3 25 | $213.6M | $1.1B | ||
| Q2 25 | $194.5M | $1.0B | ||
| Q1 25 | $192.6M | $941.9M | ||
| Q4 24 | $252.4M | $945.6M | ||
| Q3 24 | $256.6M | $967.1M | ||
| Q2 24 | $256.5M | $965.6M | ||
| Q1 24 | $252.4M | $893.9M |
净利润ACLSALLE
| Q4 25 | $34.3M | $147.5M | ||
| Q3 25 | $26.0M | $188.4M | ||
| Q2 25 | $31.4M | $159.7M | ||
| Q1 25 | $28.6M | $148.2M | ||
| Q4 24 | $50.0M | $144.1M | ||
| Q3 24 | $48.6M | $174.2M | ||
| Q2 24 | $50.9M | $155.4M | ||
| Q1 24 | $51.6M | $123.8M |
毛利率ACLSALLE
| Q4 25 | 47.0% | 44.5% | ||
| Q3 25 | 41.6% | 45.8% | ||
| Q2 25 | 44.9% | 45.6% | ||
| Q1 25 | 46.1% | 44.9% | ||
| Q4 24 | 46.0% | 44.1% | ||
| Q3 24 | 42.9% | 44.7% | ||
| Q2 24 | 43.8% | 44.4% | ||
| Q1 24 | 46.0% | 43.8% |
营业利润率ACLSALLE
| Q4 25 | 15.2% | 20.3% | ||
| Q3 25 | 11.7% | 21.8% | ||
| Q2 25 | 14.9% | 21.5% | ||
| Q1 25 | 15.1% | 20.9% | ||
| Q4 24 | 21.6% | 19.5% | ||
| Q3 24 | 18.3% | 22.2% | ||
| Q2 24 | 20.6% | 21.6% | ||
| Q1 24 | 22.4% | 19.3% |
净利率ACLSALLE
| Q4 25 | 14.4% | 14.3% | ||
| Q3 25 | 12.2% | 17.6% | ||
| Q2 25 | 16.1% | 15.6% | ||
| Q1 25 | 14.8% | 15.7% | ||
| Q4 24 | 19.8% | 15.2% | ||
| Q3 24 | 18.9% | 18.0% | ||
| Q2 24 | 19.8% | 16.1% | ||
| Q1 24 | 20.4% | 13.8% |
每股收益（稀释后）ACLSALLE
| Q4 25 | $1.11 | $1.70 | ||
| Q3 25 | $0.83 | $2.18 | ||
| Q2 25 | $0.98 | $1.85 | ||
| Q1 25 | $0.88 | $1.71 | ||
| Q4 24 | $1.54 | $1.65 | ||
| Q3 24 | $1.49 | $1.99 | ||
| Q2 24 | $1.55 | $1.77 | ||
| Q1 24 | $1.57 | $1.41 |
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 | $356.2M |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $1.0B | $2.1B |
| 总资产 | $1.4B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 0.96× |
8季度趋势，按日历期对齐
现金及短期投资ACLSALLE
| Q4 25 | $374.3M | $356.2M | ||
| Q3 25 | $449.6M | $302.7M | ||
| Q2 25 | $549.8M | $656.8M | ||
| Q1 25 | $587.1M | $494.5M | ||
| Q4 24 | $571.3M | $503.8M | ||
| Q3 24 | $579.4M | $878.9M | ||
| Q2 24 | $548.3M | $747.5M | ||
| Q1 24 | $530.2M | $391.8M |
总债务ACLSALLE
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.0B |
股东权益ACLSALLE
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $1.0B | $1.9B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $975.6M | $1.6B | ||
| Q2 24 | $934.9M | $1.4B | ||
| Q1 24 | $901.7M | $1.4B |
总资产ACLSALLE
| Q4 25 | $1.4B | $5.2B | ||
| Q3 25 | $1.4B | $5.2B | ||
| Q2 25 | $1.3B | $4.9B | ||
| Q1 25 | $1.3B | $4.6B | ||
| Q4 24 | $1.3B | $4.5B | ||
| Q3 24 | $1.3B | $5.0B | ||
| Q2 24 | $1.3B | $4.8B | ||
| Q1 24 | $1.3B | $4.3B |
负债/权益比ACLSALLE
| Q4 25 | — | 0.96× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.24× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | — | 1.53× | ||
| Q2 24 | — | 1.69× | ||
| Q1 24 | — | 1.49× |
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 | $240.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $200.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 19.4% |
| 资本支出强度资本支出/营收 | 1.0% | 3.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.63× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $685.7M |
8季度趋势，按日历期对齐
经营现金流ACLSALLE
| Q4 25 | $-6.6M | $240.1M | ||
| Q3 25 | $45.4M | $229.5M | ||
| Q2 25 | $39.7M | $209.7M | ||
| Q1 25 | $39.8M | $104.5M | ||
| Q4 24 | $12.8M | $219.0M | ||
| Q3 24 | $45.7M | $231.9M | ||
| Q2 24 | $40.1M | $173.0M | ||
| Q1 24 | $42.2M | $51.1M |
自由现金流ACLSALLE
| Q4 25 | $-8.9M | $200.5M | ||
| Q3 25 | $43.3M | $209.8M | ||
| Q2 25 | $37.7M | $192.0M | ||
| Q1 25 | $34.8M | $83.4M | ||
| Q4 24 | $8.1M | $194.9M | ||
| Q3 24 | $41.8M | $212.0M | ||
| Q2 24 | $38.1M | $152.1M | ||
| Q1 24 | $40.6M | $23.9M |
自由现金流率ACLSALLE
| Q4 25 | -3.7% | 19.4% | ||
| Q3 25 | 20.3% | 19.6% | ||
| Q2 25 | 19.4% | 18.8% | ||
| Q1 25 | 18.1% | 8.9% | ||
| Q4 24 | 3.2% | 20.6% | ||
| Q3 24 | 16.3% | 21.9% | ||
| Q2 24 | 14.8% | 15.8% | ||
| Q1 24 | 16.1% | 2.7% |
资本支出强度ACLSALLE
| Q4 25 | 1.0% | 3.8% | ||
| Q3 25 | 0.9% | 1.8% | ||
| Q2 25 | 1.0% | 1.7% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 1.8% | 2.5% | ||
| Q3 24 | 1.5% | 2.1% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 0.6% | 3.0% |
现金转化率ACLSALLE
| Q4 25 | -0.19× | 1.63× | ||
| Q3 25 | 1.75× | 1.22× | ||
| Q2 25 | 1.27× | 1.31× | ||
| Q1 25 | 1.39× | 0.71× | ||
| Q4 24 | 0.26× | 1.52× | ||
| Q3 24 | 0.94× | 1.33× | ||
| Q2 24 | 0.79× | 1.11× | ||
| Q1 24 | 0.82× | 0.41× |
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% |
ALLE
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
