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AXCELIS TECHNOLOGIES INC（ACLS）与American Homes 4 Rent（AMH）财务数据对比。点击上方公司名可切换其他公司
American Homes 4 Rent的季度营收约是AXCELIS TECHNOLOGIES INC的1.9倍（$455.0M vs $238.3M），American Homes 4 Rent净利率更高（31.7% vs 14.4%，领先17.3%），American Homes 4 Rent同比增速更快（4.2% vs -5.6%），American Homes 4 Rent自由现金流更多（$823.7M vs $-8.9M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% 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。
AMH（American Homes 4 Rent）是总部位于美国内华达州拉斯维加斯的住宅房地产投资信托基金，主打单户住宅租赁业务。截至2019年12月31日，公司在全美22个州共持有52552套住宅，资产主要集中在亚特兰大、达拉斯-沃斯堡及北卡罗来纳州夏洛特地区。
ACLS vs AMH — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $455.0M |
| 净利润 | $34.3M | $144.3M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 31.7% |
| 营收同比 | -5.6% | 4.2% |
| 净利润同比 | -31.3% | 0.3% |
| 每股收益（稀释后） | $1.11 | $0.33 |
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 | $455.0M | ||
| Q3 25 | $213.6M | $478.5M | ||
| Q2 25 | $194.5M | $457.5M | ||
| Q1 25 | $192.6M | $459.3M | ||
| Q4 24 | $252.4M | $436.6M | ||
| Q3 24 | $256.6M | $445.1M | ||
| Q2 24 | $256.5M | $423.5M | ||
| Q1 24 | $252.4M | $423.6M |
| Q4 25 | $34.3M | $144.3M | ||
| Q3 25 | $26.0M | $116.8M | ||
| Q2 25 | $31.4M | $123.6M | ||
| Q1 25 | $28.6M | $128.7M | ||
| Q4 24 | $50.0M | $143.9M | ||
| Q3 24 | $48.6M | $87.6M | ||
| Q2 24 | $50.9M | $108.5M | ||
| Q1 24 | $51.6M | $128.1M |
| 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% | — |
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | — | ||
| Q2 24 | 20.6% | — | ||
| Q1 24 | 22.4% | — |
| Q4 25 | 14.4% | 31.7% | ||
| Q3 25 | 12.2% | 24.4% | ||
| Q2 25 | 16.1% | 27.0% | ||
| Q1 25 | 14.8% | 28.0% | ||
| Q4 24 | 19.8% | 33.0% | ||
| Q3 24 | 18.9% | 19.7% | ||
| Q2 24 | 19.8% | 25.6% | ||
| Q1 24 | 20.4% | 30.2% |
| Q4 25 | $1.11 | $0.33 | ||
| Q3 25 | $0.83 | $0.27 | ||
| Q2 25 | $0.98 | $0.28 | ||
| Q1 25 | $0.88 | $0.30 | ||
| Q4 24 | $1.54 | $0.33 | ||
| Q3 24 | $1.49 | $0.20 | ||
| Q2 24 | $1.55 | $0.25 | ||
| Q1 24 | $1.57 | $0.30 |
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 | $108.5M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $1.0B | $7.0B |
| 总资产 | $1.4B | $13.2B |
| 负债/权益比越低杠杆越低 | — | 0.72× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $108.5M | ||
| Q3 25 | $449.6M | $45.6M | ||
| Q2 25 | $549.8M | $323.3M | ||
| Q1 25 | $587.1M | $69.7M | ||
| Q4 24 | $571.3M | $199.4M | ||
| Q3 24 | $579.4M | $162.5M | ||
| Q2 24 | $548.3M | $718.4M | ||
| Q1 24 | $530.2M | $124.8M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $1.0B | $7.0B | ||
| Q3 25 | $1.0B | $7.2B | ||
| Q2 25 | $1.0B | $7.2B | ||
| Q1 25 | $1.0B | $7.2B | ||
| Q4 24 | $1.0B | $7.2B | ||
| Q3 24 | $975.6M | $7.0B | ||
| Q2 24 | $934.9M | $7.0B | ||
| Q1 24 | $901.7M | $7.0B |
| Q4 25 | $1.4B | $13.2B | ||
| Q3 25 | $1.4B | $13.3B | ||
| Q2 25 | $1.3B | $13.6B | ||
| Q1 25 | $1.3B | $13.3B | ||
| Q4 24 | $1.3B | $13.4B | ||
| Q3 24 | $1.3B | $12.8B | ||
| Q2 24 | $1.3B | $13.3B | ||
| Q1 24 | $1.3B | $12.8B |
| Q4 25 | — | 0.72× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.64× |
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 | $864.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $823.7M |
| 自由现金流率自由现金流/营收 | -3.7% | 181.0% |
| 资本支出强度资本支出/营收 | 1.0% | 8.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 5.99× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $1.5B |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $864.3M | ||
| Q3 25 | $45.4M | $223.3M | ||
| Q2 25 | $39.7M | $271.9M | ||
| Q1 25 | $39.8M | $223.4M | ||
| Q4 24 | $12.8M | $811.5M | ||
| Q3 24 | $45.7M | $233.6M | ||
| Q2 24 | $40.1M | $274.0M | ||
| Q1 24 | $42.2M | $201.8M |
| Q4 25 | $-8.9M | $823.7M | ||
| Q3 25 | $43.3M | $214.5M | ||
| Q2 25 | $37.7M | $257.7M | ||
| Q1 25 | $34.8M | $215.9M | ||
| Q4 24 | $8.1M | $777.5M | ||
| Q3 24 | $41.8M | $225.3M | ||
| Q2 24 | $38.1M | $263.3M | ||
| Q1 24 | $40.6M | $191.0M |
| Q4 25 | -3.7% | 181.0% | ||
| Q3 25 | 20.3% | 44.8% | ||
| Q2 25 | 19.4% | 56.3% | ||
| Q1 25 | 18.1% | 47.0% | ||
| Q4 24 | 3.2% | 178.1% | ||
| Q3 24 | 16.3% | 50.6% | ||
| Q2 24 | 14.8% | 62.2% | ||
| Q1 24 | 16.1% | 45.1% |
| Q4 25 | 1.0% | 8.9% | ||
| Q3 25 | 0.9% | 1.8% | ||
| Q2 25 | 1.0% | 3.1% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 1.8% | 7.8% | ||
| Q3 24 | 1.5% | 1.9% | ||
| Q2 24 | 0.8% | 2.5% | ||
| Q1 24 | 0.6% | 2.6% |
| Q4 25 | -0.19× | 5.99× | ||
| Q3 25 | 1.75× | 1.91× | ||
| Q2 25 | 1.27× | 2.20× | ||
| Q1 25 | 1.39× | 1.74× | ||
| Q4 24 | 0.26× | 5.64× | ||
| Q3 24 | 0.94× | 2.67× | ||
| Q2 24 | 0.79× | 2.52× | ||
| Q1 24 | 0.82× | 1.58× |
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% |
AMH
暂无分部数据
