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AXCELIS TECHNOLOGIES INC（ACLS）与Ametek（AME）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是AXCELIS TECHNOLOGIES INC的8.4倍（$2.0B vs $238.3M）。Ametek净利率更高（19.9% vs 14.4%，领先5.6%）。Ametek同比增速更快（13.4% vs -5.6%）。Ametek自由现金流更多（$527.3M vs $-8.9M）。过去两年Ametek的营收复合增速更高（7.3% 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。
AMETEK Inc.是美国跨国综合企业，为全球知名的电子仪器及机电设备设计商与制造商，总部位于美国，在全球范围内设有超过150个运营站点，业务覆盖多个国家和地区，为各行业客户提供高性能的相关产品及配套解决方案。
ACLS vs AME — 直观对比
营收规模更大
AME
是对方的8.4倍
$238.3M
营收增速更快
AME
高出19.0%
-5.6%
净利率更高
AME
高出5.6%
14.4%
自由现金流更多
AME
多$536.2M
$-8.9M
两年增速更快
AME
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $2.0B |
| 净利润 | $34.3M | $398.6M |
| 毛利率 | 47.0% | 36.0% |
| 营业利润率 | 15.2% | 25.3% |
| 净利率 | 14.4% | 19.9% |
| 营收同比 | -5.6% | 13.4% |
| 净利润同比 | -31.3% | 2.9% |
| 每股收益（稀释后） | $1.11 | $1.73 |
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ACLSAME
| Q4 25 | $238.3M | $2.0B | ||
| Q3 25 | $213.6M | $1.9B | ||
| Q2 25 | $194.5M | $1.8B | ||
| Q1 25 | $192.6M | $1.7B | ||
| Q4 24 | $252.4M | $1.8B | ||
| Q3 24 | $256.6M | $1.7B | ||
| Q2 24 | $256.5M | $1.7B | ||
| Q1 24 | $252.4M | $1.7B |
净利润ACLSAME
| Q4 25 | $34.3M | $398.6M | ||
| Q3 25 | $26.0M | $371.4M | ||
| Q2 25 | $31.4M | $358.4M | ||
| Q1 25 | $28.6M | $351.8M | ||
| Q4 24 | $50.0M | $387.3M | ||
| Q3 24 | $48.6M | $340.2M | ||
| Q2 24 | $50.9M | $337.7M | ||
| Q1 24 | $51.6M | $310.9M |
毛利率ACLSAME
| Q4 25 | 47.0% | 36.0% | ||
| Q3 25 | 41.6% | 36.3% | ||
| Q2 25 | 44.9% | 35.8% | ||
| Q1 25 | 46.1% | 36.1% | ||
| Q4 24 | 46.0% | 36.6% | ||
| Q3 24 | 42.9% | 36.0% | ||
| Q2 24 | 43.8% | 36.0% | ||
| Q1 24 | 46.0% | 34.1% |
营业利润率ACLSAME
| Q4 25 | 15.2% | 25.3% | ||
| Q3 25 | 11.7% | 25.8% | ||
| Q2 25 | 14.9% | 26.0% | ||
| Q1 25 | 15.1% | 26.3% | ||
| Q4 24 | 21.6% | 26.6% | ||
| Q3 24 | 18.3% | 26.1% | ||
| Q2 24 | 20.6% | 25.8% | ||
| Q1 24 | 22.4% | 24.0% |
净利率ACLSAME
| Q4 25 | 14.4% | 19.9% | ||
| Q3 25 | 12.2% | 19.6% | ||
| Q2 25 | 16.1% | 20.2% | ||
| Q1 25 | 14.8% | 20.3% | ||
| Q4 24 | 19.8% | 22.0% | ||
| Q3 24 | 18.9% | 19.9% | ||
| Q2 24 | 19.8% | 19.5% | ||
| Q1 24 | 20.4% | 17.9% |
每股收益（稀释后）ACLSAME
| Q4 25 | $1.11 | $1.73 | ||
| Q3 25 | $0.83 | $1.60 | ||
| Q2 25 | $0.98 | $1.55 | ||
| Q1 25 | $0.88 | $1.52 | ||
| Q4 24 | $1.54 | $1.67 | ||
| Q3 24 | $1.49 | $1.47 | ||
| Q2 24 | $1.55 | $1.45 | ||
| Q1 24 | $1.57 | $1.34 |
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 | $458.0M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $1.0B | $10.6B |
| 总资产 | $1.4B | $16.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ACLSAME
| Q4 25 | $374.3M | $458.0M | ||
| Q3 25 | $449.6M | $439.2M | ||
| Q2 25 | $549.8M | $619.7M | ||
| Q1 25 | $587.1M | $399.0M | ||
| Q4 24 | $571.3M | $374.0M | ||
| Q3 24 | $579.4M | $396.3M | ||
| Q2 24 | $548.3M | $396.6M | ||
| Q1 24 | $530.2M | $373.8M |
总债务ACLSAME
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSAME
| Q4 25 | $1.0B | $10.6B | ||
| Q3 25 | $1.0B | $10.5B | ||
| Q2 25 | $1.0B | $10.4B | ||
| Q1 25 | $1.0B | $10.0B | ||
| Q4 24 | $1.0B | $9.7B | ||
| Q3 24 | $975.6M | $9.6B | ||
| Q2 24 | $934.9M | $9.3B | ||
| Q1 24 | $901.7M | $9.0B |
总资产ACLSAME
| Q4 25 | $1.4B | $16.1B | ||
| Q3 25 | $1.4B | $16.2B | ||
| Q2 25 | $1.3B | $15.3B | ||
| Q1 25 | $1.3B | $14.9B | ||
| Q4 24 | $1.3B | $14.6B | ||
| Q3 24 | $1.3B | $14.8B | ||
| Q2 24 | $1.3B | $14.8B | ||
| Q1 24 | $1.3B | $14.9B |
负债/权益比ACLSAME
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $584.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $527.3M |
| 自由现金流率自由现金流/营收 | -3.7% | 26.4% |
| 资本支出强度资本支出/营收 | 1.0% | 2.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.47× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $1.7B |
8季度趋势，按日历期对齐
经营现金流ACLSAME
| Q4 25 | $-6.6M | $584.3M | ||
| Q3 25 | $45.4M | $440.9M | ||
| Q2 25 | $39.7M | $359.1M | ||
| Q1 25 | $39.8M | $417.5M | ||
| Q4 24 | $12.8M | $550.0M | ||
| Q3 24 | $45.7M | $487.2M | ||
| Q2 24 | $40.1M | $381.4M | ||
| Q1 24 | $42.2M | $410.2M |
自由现金流ACLSAME
| Q4 25 | $-8.9M | $527.3M | ||
| Q3 25 | $43.3M | $420.0M | ||
| Q2 25 | $37.7M | $329.8M | ||
| Q1 25 | $34.8M | $394.5M | ||
| Q4 24 | $8.1M | $498.3M | ||
| Q3 24 | $41.8M | $460.9M | ||
| Q2 24 | $38.1M | $360.0M | ||
| Q1 24 | $40.6M | $382.6M |
自由现金流率ACLSAME
| Q4 25 | -3.7% | 26.4% | ||
| Q3 25 | 20.3% | 22.2% | ||
| Q2 25 | 19.4% | 18.5% | ||
| Q1 25 | 18.1% | 22.8% | ||
| Q4 24 | 3.2% | 28.3% | ||
| Q3 24 | 16.3% | 27.0% | ||
| Q2 24 | 14.8% | 20.8% | ||
| Q1 24 | 16.1% | 22.0% |
资本支出强度ACLSAME
| Q4 25 | 1.0% | 2.9% | ||
| Q3 25 | 0.9% | 1.1% | ||
| Q2 25 | 1.0% | 1.6% | ||
| Q1 25 | 2.6% | 1.3% | ||
| Q4 24 | 1.8% | 2.9% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 0.8% | 1.2% | ||
| Q1 24 | 0.6% | 1.6% |
现金转化率ACLSAME
| Q4 25 | -0.19× | 1.47× | ||
| Q3 25 | 1.75× | 1.19× | ||
| Q2 25 | 1.27× | 1.00× | ||
| Q1 25 | 1.39× | 1.19× | ||
| Q4 24 | 0.26× | 1.42× | ||
| Q3 24 | 0.94× | 1.43× | ||
| Q2 24 | 0.79× | 1.13× | ||
| Q1 24 | 0.82× | 1.32× |
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% |
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
