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AXCELIS TECHNOLOGIES INC（ACLS）与Amphastar Pharmaceuticals, Inc.（AMPH）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是Amphastar Pharmaceuticals, Inc.的1.3倍（$238.3M vs $183.1M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 13.3%，领先1.0%），Amphastar Pharmaceuticals, Inc.同比增速更快（-1.8% vs -5.6%），Amphastar Pharmaceuticals, Inc.自由现金流更多（$24.6M vs $-8.9M），过去两年Amphastar Pharmaceuticals, Inc.的营收复合增速更高（3.2% 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。
安福斯制药是一家上市的美国特种制药企业，公司成立于2004年5月，核心业务为吸入制剂及鼻腔给药产品的研发、生产与销售，聚焦特色医药领域深耕发展。
ACLS vs AMPH — 直观对比
营收规模更大
ACLS
是对方的1.3倍
$183.1M
营收增速更快
AMPH
高出3.7%
-5.6%
净利率更高
ACLS
高出1.0%
13.3%
自由现金流更多
AMPH
多$33.5M
$-8.9M
两年增速更快
AMPH
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $183.1M |
| 净利润 | $34.3M | $24.4M |
| 毛利率 | 47.0% | 46.8% |
| 营业利润率 | 15.2% | 19.4% |
| 净利率 | 14.4% | 13.3% |
| 营收同比 | -5.6% | -1.8% |
| 净利润同比 | -31.3% | -35.7% |
| 每股收益（稀释后） | $1.11 | $0.51 |
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ACLSAMPH
| Q4 25 | $238.3M | $183.1M | ||
| Q3 25 | $213.6M | $191.8M | ||
| Q2 25 | $194.5M | $174.4M | ||
| Q1 25 | $192.6M | $170.5M | ||
| Q4 24 | $252.4M | $186.5M | ||
| Q3 24 | $256.6M | $191.2M | ||
| Q2 24 | $256.5M | $182.4M | ||
| Q1 24 | $252.4M | $171.8M |
净利润ACLSAMPH
| Q4 25 | $34.3M | $24.4M | ||
| Q3 25 | $26.0M | $17.4M | ||
| Q2 25 | $31.4M | $31.0M | ||
| Q1 25 | $28.6M | $25.3M | ||
| Q4 24 | $50.0M | $38.0M | ||
| Q3 24 | $48.6M | $40.4M | ||
| Q2 24 | $50.9M | $37.9M | ||
| Q1 24 | $51.6M | $43.2M |
毛利率ACLSAMPH
| Q4 25 | 47.0% | 46.8% | ||
| Q3 25 | 41.6% | 51.4% | ||
| Q2 25 | 44.9% | 49.6% | ||
| Q1 25 | 46.1% | 50.0% | ||
| Q4 24 | 46.0% | 46.5% | ||
| Q3 24 | 42.9% | 53.3% | ||
| Q2 24 | 43.8% | 52.2% | ||
| Q1 24 | 46.0% | 52.4% |
营业利润率ACLSAMPH
| Q4 25 | 15.2% | 19.4% | ||
| Q3 25 | 11.7% | 13.2% | ||
| Q2 25 | 14.9% | 24.2% | ||
| Q1 25 | 15.1% | 21.9% | ||
| Q4 24 | 21.6% | 24.2% | ||
| Q3 24 | 18.3% | 29.8% | ||
| Q2 24 | 20.6% | 30.3% | ||
| Q1 24 | 22.4% | 27.9% |
净利率ACLSAMPH
| Q4 25 | 14.4% | 13.3% | ||
| Q3 25 | 12.2% | 9.0% | ||
| Q2 25 | 16.1% | 17.8% | ||
| Q1 25 | 14.8% | 14.8% | ||
| Q4 24 | 19.8% | 20.4% | ||
| Q3 24 | 18.9% | 21.1% | ||
| Q2 24 | 19.8% | 20.8% | ||
| Q1 24 | 20.4% | 25.1% |
每股收益（稀释后）ACLSAMPH
| Q4 25 | $1.11 | $0.51 | ||
| Q3 25 | $0.83 | $0.37 | ||
| Q2 25 | $0.98 | $0.64 | ||
| Q1 25 | $0.88 | $0.51 | ||
| Q4 24 | $1.54 | $0.74 | ||
| Q3 24 | $1.49 | $0.78 | ||
| Q2 24 | $1.55 | $0.73 | ||
| Q1 24 | $1.57 | $0.81 |
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 | $282.8M |
| 总债务越低越好 | — | $608.7M |
| 股东权益账面价值 | $1.0B | $788.8M |
| 总资产 | $1.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.77× |
8季度趋势，按日历期对齐
现金及短期投资ACLSAMPH
| Q4 25 | $374.3M | $282.8M | ||
| Q3 25 | $449.6M | $276.2M | ||
| Q2 25 | $549.8M | $231.8M | ||
| Q1 25 | $587.1M | $236.9M | ||
| Q4 24 | $571.3M | $221.6M | ||
| Q3 24 | $579.4M | $250.5M | ||
| Q2 24 | $548.3M | $217.8M | ||
| Q1 24 | $530.2M | $289.6M |
总债务ACLSAMPH
| Q4 25 | — | $608.7M | ||
| Q3 25 | — | $608.6M | ||
| Q2 25 | — | $607.7M | ||
| Q1 25 | — | $603.9M | ||
| Q4 24 | — | $601.6M | ||
| Q3 24 | — | $596.4M | ||
| Q2 24 | — | $586.9M | ||
| Q1 24 | — | $594.0M |
股东权益ACLSAMPH
| Q4 25 | $1.0B | $788.8M | ||
| Q3 25 | $1.0B | $776.7M | ||
| Q2 25 | $1.0B | $757.5M | ||
| Q1 25 | $1.0B | $751.3M | ||
| Q4 24 | $1.0B | $732.3M | ||
| Q3 24 | $975.6M | $727.7M | ||
| Q2 24 | $934.9M | $713.3M | ||
| Q1 24 | $901.7M | $672.4M |
总资产ACLSAMPH
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.3B | $1.6B |
负债/权益比ACLSAMPH
| Q4 25 | — | 0.77× | ||
| Q3 25 | — | 0.78× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 0.82× | ||
| Q2 24 | — | 0.82× | ||
| Q1 24 | — | 0.88× |
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 | $32.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $24.6M |
| 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% | 4.5% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $121.2M |
8季度趋势，按日历期对齐
经营现金流ACLSAMPH
| Q4 25 | $-6.6M | $32.9M | ||
| Q3 25 | $45.4M | $52.6M | ||
| Q2 25 | $39.7M | $35.6M | ||
| Q1 25 | $39.8M | $35.1M | ||
| Q4 24 | $12.8M | $29.0M | ||
| Q3 24 | $45.7M | $60.0M | ||
| Q2 24 | $40.1M | $69.1M | ||
| Q1 24 | $42.2M | $55.3M |
自由现金流ACLSAMPH
| Q4 25 | $-8.9M | $24.6M | ||
| Q3 25 | $43.3M | $47.2M | ||
| Q2 25 | $37.7M | $25.0M | ||
| Q1 25 | $34.8M | $24.4M | ||
| Q4 24 | $8.1M | $16.6M | ||
| Q3 24 | $41.8M | $46.2M | ||
| Q2 24 | $38.1M | $63.1M | ||
| Q1 24 | $40.6M | $46.5M |
自由现金流率ACLSAMPH
| Q4 25 | -3.7% | 13.4% | ||
| Q3 25 | 20.3% | 24.6% | ||
| Q2 25 | 19.4% | 14.3% | ||
| Q1 25 | 18.1% | 14.3% | ||
| Q4 24 | 3.2% | 8.9% | ||
| Q3 24 | 16.3% | 24.1% | ||
| Q2 24 | 14.8% | 34.6% | ||
| Q1 24 | 16.1% | 27.1% |
资本支出强度ACLSAMPH
| Q4 25 | 1.0% | 4.5% | ||
| Q3 25 | 0.9% | 2.8% | ||
| Q2 25 | 1.0% | 6.1% | ||
| Q1 25 | 2.6% | 6.3% | ||
| Q4 24 | 1.8% | 6.7% | ||
| Q3 24 | 1.5% | 7.2% | ||
| Q2 24 | 0.8% | 3.3% | ||
| Q1 24 | 0.6% | 5.1% |
现金转化率ACLSAMPH
| Q4 25 | -0.19× | 1.35× | ||
| Q3 25 | 1.75× | 3.03× | ||
| Q2 25 | 1.27× | 1.15× | ||
| Q1 25 | 1.39× | 1.39× | ||
| Q4 24 | 0.26× | 0.76× | ||
| Q3 24 | 0.94× | 1.48× | ||
| Q2 24 | 0.79× | 1.82× | ||
| Q1 24 | 0.82× | 1.28× |
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% |
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
