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AXCELIS TECHNOLOGIES INC（ACLS）与Andersons, Inc.（ANDE）财务数据对比。点击上方公司名可切换其他公司
Andersons, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$329.5M vs $238.3M），Andersons, Inc.净利率更高（20.5% vs 14.4%，领先6.1%），Andersons, Inc.同比增速更快（-2.4% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-77.1M），过去两年Andersons, Inc.的营收复合增速更高（-1.8% 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。
安德森公司（The Andersons, Inc.）是1947年成立的美国农业企业，总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站，是深耕农业领域的多元化企业，业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
ACLS vs ANDE — 直观对比
营收规模更大
ANDE
是对方的1.4倍
$238.3M
营收增速更快
ANDE
高出3.2%
-5.6%
净利率更高
ANDE
高出6.1%
14.4%
自由现金流更多
ACLS
多$68.2M
$-77.1M
两年增速更快
ANDE
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $329.5M |
| 净利润 | $34.3M | $67.4M |
| 毛利率 | 47.0% | 70.3% |
| 营业利润率 | 15.2% | 26.6% |
| 净利率 | 14.4% | 20.5% |
| 营收同比 | -5.6% | -2.4% |
| 净利润同比 | -31.3% | 49.6% |
| 每股收益（稀释后） | $1.11 | — |
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ACLSANDE
| Q4 25 | $238.3M | $329.5M | ||
| Q3 25 | $213.6M | $295.8M | ||
| Q2 25 | $194.5M | $535.0M | ||
| Q1 25 | $192.6M | $370.8M | ||
| Q4 24 | $252.4M | $337.5M | ||
| Q3 24 | $256.6M | $231.9M | ||
| Q2 24 | $256.5M | $492.5M | ||
| Q1 24 | $252.4M | $341.4M |
净利润ACLSANDE
| Q4 25 | $34.3M | $67.4M | ||
| Q3 25 | $26.0M | $20.1M | ||
| Q2 25 | $31.4M | $7.9M | ||
| Q1 25 | $28.6M | $284.0K | ||
| Q4 24 | $50.0M | $45.1M | ||
| Q3 24 | $48.6M | $27.4M | ||
| Q2 24 | $50.9M | $36.0M | ||
| Q1 24 | $51.6M | $5.6M |
毛利率ACLSANDE
| Q4 25 | 47.0% | 70.3% | ||
| Q3 25 | 41.6% | 57.8% | ||
| Q2 25 | 44.9% | 29.6% | ||
| Q1 25 | 46.1% | 41.2% | ||
| Q4 24 | 46.0% | 63.1% | ||
| Q3 24 | 42.9% | 76.4% | ||
| Q2 24 | 43.8% | 35.6% | ||
| Q1 24 | 46.0% | 37.6% |
营业利润率ACLSANDE
| Q4 25 | 15.2% | 26.6% | ||
| Q3 25 | 11.7% | 8.7% | ||
| Q2 25 | 14.9% | 4.6% | ||
| Q1 25 | 15.1% | 0.9% | ||
| Q4 24 | 21.6% | 19.9% | ||
| Q3 24 | 18.3% | 26.8% | ||
| Q2 24 | 20.6% | 11.6% | ||
| Q1 24 | 22.4% | 4.1% |
净利率ACLSANDE
| Q4 25 | 14.4% | 20.5% | ||
| Q3 25 | 12.2% | 6.8% | ||
| Q2 25 | 16.1% | 1.5% | ||
| Q1 25 | 14.8% | 0.1% | ||
| Q4 24 | 19.8% | 13.4% | ||
| Q3 24 | 18.9% | 11.8% | ||
| Q2 24 | 19.8% | 7.3% | ||
| Q1 24 | 20.4% | 1.6% |
每股收益（稀释后）ACLSANDE
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $0.59 | ||
| Q2 25 | $0.98 | $0.23 | ||
| Q1 25 | $0.88 | $0.01 | ||
| Q4 24 | $1.54 | $1.31 | ||
| Q3 24 | $1.49 | $0.80 | ||
| Q2 24 | $1.55 | $1.05 | ||
| Q1 24 | $1.57 | $0.16 |
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 | $98.3M |
| 总债务越低越好 | — | $560.0M |
| 股东权益账面价值 | $1.0B | $1.2B |
| 总资产 | $1.4B | $3.7B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资ACLSANDE
| Q4 25 | $374.3M | $98.3M | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | $561.8M | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — | ||
| Q1 24 | $530.2M | — |
总债务ACLSANDE
| Q4 25 | — | $560.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $608.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSANDE
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $975.6M | $1.3B | ||
| Q2 24 | $934.9M | $1.3B | ||
| Q1 24 | $901.7M | $1.3B |
总资产ACLSANDE
| Q4 25 | $1.4B | $3.7B | ||
| Q3 25 | $1.4B | $3.3B | ||
| Q2 25 | $1.3B | $3.4B | ||
| Q1 25 | $1.3B | $3.8B | ||
| Q4 24 | $1.3B | $4.1B | ||
| Q3 24 | $1.3B | $3.4B | ||
| Q2 24 | $1.3B | $3.3B | ||
| Q1 24 | $1.3B | $3.3B |
负债/权益比ACLSANDE
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.45× | ||
| 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 | $-6.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-77.1M |
| 自由现金流率自由现金流/营收 | -3.7% | -23.4% |
| 资本支出强度资本支出/营收 | 1.0% | 21.5% |
| 现金转化率经营现金流/净利润 | -0.19× | -0.09× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $-56.1M |
8季度趋势，按日历期对齐
经营现金流ACLSANDE
| Q4 25 | $-6.6M | $-6.2M | ||
| Q3 25 | $45.4M | $233.9M | ||
| Q2 25 | $39.7M | $299.3M | ||
| Q1 25 | $39.8M | $-350.0M | ||
| Q4 24 | $12.8M | $268.8M | ||
| Q3 24 | $45.7M | $-2.1M | ||
| Q2 24 | $40.1M | $304.4M | ||
| Q1 24 | $42.2M | $-239.6M |
自由现金流ACLSANDE
| Q4 25 | $-8.9M | $-77.1M | ||
| Q3 25 | $43.3M | $167.0M | ||
| Q2 25 | $37.7M | $250.5M | ||
| Q1 25 | $34.8M | $-396.6M | ||
| Q4 24 | $8.1M | $212.9M | ||
| Q3 24 | $41.8M | $-40.0M | ||
| Q2 24 | $38.1M | $275.8M | ||
| Q1 24 | $40.6M | $-266.4M |
自由现金流率ACLSANDE
| Q4 25 | -3.7% | -23.4% | ||
| Q3 25 | 20.3% | 56.5% | ||
| Q2 25 | 19.4% | 46.8% | ||
| Q1 25 | 18.1% | -106.9% | ||
| Q4 24 | 3.2% | 63.1% | ||
| Q3 24 | 16.3% | -17.2% | ||
| Q2 24 | 14.8% | 56.0% | ||
| Q1 24 | 16.1% | -78.0% |
资本支出强度ACLSANDE
| Q4 25 | 1.0% | 21.5% | ||
| Q3 25 | 0.9% | 22.6% | ||
| Q2 25 | 1.0% | 9.1% | ||
| Q1 25 | 2.6% | 12.6% | ||
| Q4 24 | 1.8% | 16.6% | ||
| Q3 24 | 1.5% | 16.3% | ||
| Q2 24 | 0.8% | 5.8% | ||
| Q1 24 | 0.6% | 7.8% |
现金转化率ACLSANDE
| Q4 25 | -0.19× | -0.09× | ||
| Q3 25 | 1.75× | 11.61× | ||
| Q2 25 | 1.27× | 38.10× | ||
| Q1 25 | 1.39× | -1232.46× | ||
| Q4 24 | 0.26× | 5.96× | ||
| Q3 24 | 0.94× | -0.08× | ||
| Q2 24 | 0.79× | 8.46× | ||
| Q1 24 | 0.82× | -42.94× |
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% |
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
