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AXCELIS TECHNOLOGIES INC（ACLS）与Alarm.com Holdings, Inc.（ALRM）财务数据对比。点击上方公司名可切换其他公司
Alarm.com Holdings, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$261.7M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 13.2%，领先1.2%），Alarm.com Holdings, Inc.同比增速更快（8.0% vs -5.6%），Alarm.com Holdings, Inc.自由现金流更多（$35.1M vs $-8.9M），过去两年Alarm.com Holdings, Inc.的营收复合增速更高（8.3% 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。
Alarm.com Holdings, Inc.是一家美国科技企业，成立于2000年，由微策略公司分拆而来，总部位于弗吉尼亚州泰森斯。公司主营云服务，为用户提供远程控制、智能家居及报警监测相关解决方案，是家庭智能安防领域的重要服务商。
ACLS vs ALRM — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $261.7M |
| 净利润 | $34.3M | $34.6M |
| 毛利率 | 47.0% | 66.0% |
| 营业利润率 | 15.2% | 13.4% |
| 净利率 | 14.4% | 13.2% |
| 营收同比 | -5.6% | 8.0% |
| 净利润同比 | -31.3% | 14.8% |
| 每股收益（稀释后） | $1.11 | $0.66 |
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
| Q4 25 | $238.3M | $261.7M | ||
| Q3 25 | $213.6M | $256.4M | ||
| Q2 25 | $194.5M | $254.3M | ||
| Q1 25 | $192.6M | $238.8M | ||
| Q4 24 | $252.4M | $242.2M | ||
| Q3 24 | $256.6M | $240.5M | ||
| Q2 24 | $256.5M | $233.8M | ||
| Q1 24 | $252.4M | $223.3M |
| Q4 25 | $34.3M | $34.6M | ||
| Q3 25 | $26.0M | $35.1M | ||
| Q2 25 | $31.4M | $34.2M | ||
| Q1 25 | $28.6M | $27.7M | ||
| Q4 24 | $50.0M | $30.1M | ||
| Q3 24 | $48.6M | $36.7M | ||
| Q2 24 | $50.9M | $33.5M | ||
| Q1 24 | $51.6M | $23.6M |
| Q4 25 | 47.0% | 66.0% | ||
| Q3 25 | 41.6% | 65.8% | ||
| Q2 25 | 44.9% | 65.6% | ||
| Q1 25 | 46.1% | 67.2% | ||
| Q4 24 | 46.0% | 65.5% | ||
| Q3 24 | 42.9% | 64.8% | ||
| Q2 24 | 43.8% | 65.2% | ||
| Q1 24 | 46.0% | 65.7% |
| Q4 25 | 15.2% | 13.4% | ||
| Q3 25 | 11.7% | 14.4% | ||
| Q2 25 | 14.9% | 12.6% | ||
| Q1 25 | 15.1% | 12.4% | ||
| Q4 24 | 21.6% | 12.7% | ||
| Q3 24 | 18.3% | 13.8% | ||
| Q2 24 | 20.6% | 11.0% | ||
| Q1 24 | 22.4% | 8.4% |
| Q4 25 | 14.4% | 13.2% | ||
| Q3 25 | 12.2% | 13.7% | ||
| Q2 25 | 16.1% | 13.5% | ||
| Q1 25 | 14.8% | 11.6% | ||
| Q4 24 | 19.8% | 12.4% | ||
| Q3 24 | 18.9% | 15.3% | ||
| Q2 24 | 19.8% | 14.3% | ||
| Q1 24 | 20.4% | 10.6% |
| Q4 25 | $1.11 | $0.66 | ||
| Q3 25 | $0.83 | $0.65 | ||
| Q2 25 | $0.98 | $0.63 | ||
| Q1 25 | $0.88 | $0.52 | ||
| Q4 24 | $1.54 | $0.56 | ||
| Q3 24 | $1.49 | $0.67 | ||
| Q2 24 | $1.55 | $0.62 | ||
| Q1 24 | $1.57 | $0.44 |
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 | $960.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $848.2M |
| 总资产 | $1.4B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $960.6M | ||
| Q3 25 | $449.6M | $1.1B | ||
| Q2 25 | $549.8M | $1.0B | ||
| Q1 25 | $587.1M | $1.2B | ||
| Q4 24 | $571.3M | $1.2B | ||
| Q3 24 | $579.4M | $1.2B | ||
| Q2 24 | $548.3M | $1.1B | ||
| Q1 24 | $530.2M | $747.9M |
| Q4 25 | $1.0B | $848.2M | ||
| Q3 25 | $1.0B | $827.2M | ||
| Q2 25 | $1.0B | $797.3M | ||
| Q1 25 | $1.0B | $759.6M | ||
| Q4 24 | $1.0B | $726.5M | ||
| Q3 24 | $975.6M | $690.3M | ||
| Q2 24 | $934.9M | $645.5M | ||
| Q1 24 | $901.7M | $728.1M |
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.3B | $1.9B | ||
| Q1 24 | $1.3B | $1.5B |
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 | $35.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $35.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 13.4% |
| 资本支出强度资本支出/营收 | 1.0% | 0.3% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.04× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $137.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $35.9M | ||
| Q3 25 | $45.4M | $70.6M | ||
| Q2 25 | $39.7M | $22.7M | ||
| Q1 25 | $39.8M | $24.1M | ||
| Q4 24 | $12.8M | $56.3M | ||
| Q3 24 | $45.7M | $77.3M | ||
| Q2 24 | $40.1M | $23.0M | ||
| Q1 24 | $42.2M | $49.9M |
| Q4 25 | $-8.9M | $35.1M | ||
| Q3 25 | $43.3M | $65.9M | ||
| Q2 25 | $37.7M | $18.2M | ||
| Q1 25 | $34.8M | $17.9M | ||
| Q4 24 | $8.1M | $54.0M | ||
| Q3 24 | $41.8M | $74.5M | ||
| Q2 24 | $38.1M | $21.0M | ||
| Q1 24 | $40.6M | $46.8M |
| Q4 25 | -3.7% | 13.4% | ||
| Q3 25 | 20.3% | 25.7% | ||
| Q2 25 | 19.4% | 7.1% | ||
| Q1 25 | 18.1% | 7.5% | ||
| Q4 24 | 3.2% | 22.3% | ||
| Q3 24 | 16.3% | 31.0% | ||
| Q2 24 | 14.8% | 9.0% | ||
| Q1 24 | 16.1% | 21.0% |
| Q4 25 | 1.0% | 0.3% | ||
| Q3 25 | 0.9% | 1.9% | ||
| Q2 25 | 1.0% | 1.8% | ||
| Q1 25 | 2.6% | 2.6% | ||
| Q4 24 | 1.8% | 0.9% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 0.8% | 0.9% | ||
| Q1 24 | 0.6% | 1.4% |
| Q4 25 | -0.19× | 1.04× | ||
| Q3 25 | 1.75× | 2.01× | ||
| Q2 25 | 1.27× | 0.66× | ||
| Q1 25 | 1.39× | 0.87× | ||
| Q4 24 | 0.26× | 1.87× | ||
| Q3 24 | 0.94× | 2.11× | ||
| Q2 24 | 0.79× | 0.69× | ||
| Q1 24 | 0.82× | 2.11× |
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% |
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
