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AXCELIS TECHNOLOGIES INC（ACLS）与AMERICAN WOODMARK CORP（AMWD）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.7倍（$394.6M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.5%，领先12.8%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -12.8%），AMERICAN WOODMARK CORP自由现金流更多（$638.0K vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -3.3%）
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。
美国木标公司是一家厨卫橱柜制造商，总部位于弗吉尼亚州温彻斯特。公司在美国多地设有多家生产基地与服务中心，其中生产基地分布在亚利桑那州、佐治亚州、印第安纳州、肯塔基州、马里兰州、田纳西州、弗吉尼亚州以及西弗吉尼亚州，服务网点覆盖全美各地。
ACLS vs AMWD — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $394.6M |
| 净利润 | $34.3M | $6.1M |
| 毛利率 | 47.0% | 15.2% |
| 营业利润率 | 15.2% | 3.1% |
| 净利率 | 14.4% | 1.5% |
| 营收同比 | -5.6% | -12.8% |
| 净利润同比 | -31.3% | -78.0% |
| 每股收益（稀释后） | $1.11 | $0.42 |
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 | $394.6M | ||
| Q3 25 | $213.6M | $403.0M | ||
| Q2 25 | $194.5M | $400.4M | ||
| Q1 25 | $192.6M | $397.6M | ||
| Q4 24 | $252.4M | $452.5M | ||
| Q3 24 | $256.6M | $459.1M | ||
| Q2 24 | $256.5M | $453.3M | ||
| Q1 24 | $252.4M | $422.1M |
| Q4 25 | $34.3M | $6.1M | ||
| Q3 25 | $26.0M | $14.6M | ||
| Q2 25 | $31.4M | $25.6M | ||
| Q1 25 | $28.6M | $16.6M | ||
| Q4 24 | $50.0M | $27.7M | ||
| Q3 24 | $48.6M | $29.6M | ||
| Q2 24 | $50.9M | $26.8M | ||
| Q1 24 | $51.6M | $21.2M |
| Q4 25 | 47.0% | 15.2% | ||
| Q3 25 | 41.6% | 16.7% | ||
| Q2 25 | 44.9% | 17.0% | ||
| Q1 25 | 46.1% | 15.0% | ||
| Q4 24 | 46.0% | 18.9% | ||
| Q3 24 | 42.9% | 20.2% | ||
| Q2 24 | 43.8% | 18.6% | ||
| Q1 24 | 46.0% | 19.2% |
| Q4 25 | 15.2% | 3.1% | ||
| Q3 25 | 11.7% | 5.0% | ||
| Q2 25 | 14.9% | 7.4% | ||
| Q1 25 | 15.1% | 5.3% | ||
| Q4 24 | 21.6% | 9.4% | ||
| Q3 24 | 18.3% | 10.2% | ||
| Q2 24 | 20.6% | 8.4% | ||
| Q1 24 | 22.4% | 6.6% |
| Q4 25 | 14.4% | 1.5% | ||
| Q3 25 | 12.2% | 3.6% | ||
| Q2 25 | 16.1% | 6.4% | ||
| Q1 25 | 14.8% | 4.2% | ||
| Q4 24 | 19.8% | 6.1% | ||
| Q3 24 | 18.9% | 6.5% | ||
| Q2 24 | 19.8% | 5.9% | ||
| Q1 24 | 20.4% | 5.0% |
| Q4 25 | $1.11 | $0.42 | ||
| Q3 25 | $0.83 | $1.00 | ||
| Q2 25 | $0.98 | $1.73 | ||
| Q1 25 | $0.88 | $1.09 | ||
| Q4 24 | $1.54 | $1.79 | ||
| Q3 24 | $1.49 | $1.89 | ||
| Q2 24 | $1.55 | $1.70 | ||
| Q1 24 | $1.57 | $1.32 |
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 | $52.1M |
| 总债务越低越好 | — | $363.3M |
| 股东权益账面价值 | $1.0B | $928.2M |
| 总资产 | $1.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $52.1M | ||
| Q3 25 | $449.6M | $54.9M | ||
| Q2 25 | $549.8M | $48.2M | ||
| Q1 25 | $587.1M | $43.5M | ||
| Q4 24 | $571.3M | $56.7M | ||
| Q3 24 | $579.4M | $89.3M | ||
| Q2 24 | $548.3M | $87.4M | ||
| Q1 24 | $530.2M | $97.8M |
| Q4 25 | — | $363.3M | ||
| Q3 25 | — | $364.8M | ||
| Q2 25 | — | $365.8M | ||
| Q1 25 | — | $367.3M | ||
| Q4 24 | — | $368.0M | ||
| Q3 24 | — | $372.2M | ||
| Q2 24 | — | $371.8M | ||
| Q1 24 | — | $371.3M |
| Q4 25 | $1.0B | $928.2M | ||
| Q3 25 | $1.0B | $920.3M | ||
| Q2 25 | $1.0B | $916.0M | ||
| Q1 25 | $1.0B | $919.6M | ||
| Q4 24 | $1.0B | $915.1M | ||
| Q3 24 | $975.6M | $913.8M | ||
| Q2 24 | $934.9M | $910.4M | ||
| Q1 24 | $901.7M | $896.9M |
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | $1.3B | $1.6B |
| Q4 25 | — | 0.39× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.40× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | 0.41× |
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 | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $638.0K |
| 自由现金流率自由现金流/营收 | -3.7% | 0.2% |
| 资本支出强度资本支出/营收 | 1.0% | 2.7% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.83× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $64.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $11.2M | ||
| Q3 25 | $45.4M | $33.1M | ||
| Q2 25 | $39.7M | $44.8M | ||
| Q1 25 | $39.8M | $11.0M | ||
| Q4 24 | $12.8M | $11.9M | ||
| Q3 24 | $45.7M | $40.8M | ||
| Q2 24 | $40.1M | $43.3M | ||
| Q1 24 | $42.2M | $43.7M |
| Q4 25 | $-8.9M | $638.0K | ||
| Q3 25 | $43.3M | $25.3M | ||
| Q2 25 | $37.7M | $35.8M | ||
| Q1 25 | $34.8M | $2.3M | ||
| Q4 24 | $8.1M | $1.1M | ||
| Q3 24 | $41.8M | $29.5M | ||
| Q2 24 | $38.1M | $7.2M | ||
| Q1 24 | $40.6M | $22.1M |
| Q4 25 | -3.7% | 0.2% | ||
| Q3 25 | 20.3% | 6.3% | ||
| Q2 25 | 19.4% | 8.9% | ||
| Q1 25 | 18.1% | 0.6% | ||
| Q4 24 | 3.2% | 0.2% | ||
| Q3 24 | 16.3% | 6.4% | ||
| Q2 24 | 14.8% | 1.6% | ||
| Q1 24 | 16.1% | 5.2% |
| Q4 25 | 1.0% | 2.7% | ||
| Q3 25 | 0.9% | 1.9% | ||
| Q2 25 | 1.0% | 2.2% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 1.8% | 2.4% | ||
| Q3 24 | 1.5% | 2.5% | ||
| Q2 24 | 0.8% | 8.0% | ||
| Q1 24 | 0.6% | 5.1% |
| Q4 25 | -0.19× | 1.83× | ||
| Q3 25 | 1.75× | 2.27× | ||
| Q2 25 | 1.27× | 1.75× | ||
| Q1 25 | 1.39× | 0.66× | ||
| Q4 24 | 0.26× | 0.43× | ||
| Q3 24 | 0.94× | 1.38× | ||
| Q2 24 | 0.79× | 1.62× | ||
| Q1 24 | 0.82× | 2.06× |
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% |
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
