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AXCELIS TECHNOLOGIES INC（ACLS）与A.O.史密斯（AOS）财务数据对比。点击上方公司名可切换其他公司
A.O.史密斯的季度营收约是AXCELIS TECHNOLOGIES INC的3.8倍（$912.5M vs $238.3M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 13.7%，领先0.6%）。A.O.史密斯同比增速更快（0.0% vs -5.6%）。A.O.史密斯自由现金流更多（$165.5M vs $-8.9M）。过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -3.4%）
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。
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
ACLS vs AOS — 直观对比
营收规模更大
AOS
是对方的3.8倍
$238.3M
营收增速更快
AOS
高出5.6%
-5.6%
净利率更高
ACLS
高出0.6%
13.7%
自由现金流更多
AOS
多$174.4M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $912.5M |
| 净利润 | $34.3M | $125.4M |
| 毛利率 | 47.0% | 38.4% |
| 营业利润率 | 15.2% | 17.9% |
| 净利率 | 14.4% | 13.7% |
| 营收同比 | -5.6% | 0.0% |
| 净利润同比 | -31.3% | 14.3% |
| 每股收益（稀释后） | $1.11 | $0.89 |
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ACLSAOS
| Q4 25 | $238.3M | $912.5M | ||
| Q3 25 | $213.6M | $942.5M | ||
| Q2 25 | $194.5M | $1.0B | ||
| Q1 25 | $192.6M | $963.9M | ||
| Q4 24 | $252.4M | $912.4M | ||
| Q3 24 | $256.6M | $902.6M | ||
| Q2 24 | $256.5M | $1.0B | ||
| Q1 24 | $252.4M | $978.8M |
净利润ACLSAOS
| Q4 25 | $34.3M | $125.4M | ||
| Q3 25 | $26.0M | $132.0M | ||
| Q2 25 | $31.4M | $152.2M | ||
| Q1 25 | $28.6M | $136.6M | ||
| Q4 24 | $50.0M | $109.7M | ||
| Q3 24 | $48.6M | $120.1M | ||
| Q2 24 | $50.9M | $156.2M | ||
| Q1 24 | $51.6M | $147.6M |
毛利率ACLSAOS
| Q4 25 | 47.0% | 38.4% | ||
| Q3 25 | 41.6% | 38.7% | ||
| Q2 25 | 44.9% | 39.3% | ||
| Q1 25 | 46.1% | 38.9% | ||
| Q4 24 | 46.0% | 37.1% | ||
| Q3 24 | 42.9% | 37.4% | ||
| Q2 24 | 43.8% | 38.7% | ||
| Q1 24 | 46.0% | 39.3% |
营业利润率ACLSAOS
| Q4 25 | 15.2% | 17.9% | ||
| Q3 25 | 11.7% | 18.6% | ||
| Q2 25 | 14.9% | 20.4% | ||
| Q1 25 | 15.1% | 19.1% | ||
| Q4 24 | 21.6% | 10.1% | ||
| Q3 24 | 18.3% | 19.5% | ||
| Q2 24 | 20.6% | 21.9% | ||
| Q1 24 | 22.4% | 22.0% |
净利率ACLSAOS
| Q4 25 | 14.4% | 13.7% | ||
| Q3 25 | 12.2% | 14.0% | ||
| Q2 25 | 16.1% | 15.0% | ||
| Q1 25 | 14.8% | 14.2% | ||
| Q4 24 | 19.8% | 12.0% | ||
| Q3 24 | 18.9% | 13.3% | ||
| Q2 24 | 19.8% | 15.2% | ||
| Q1 24 | 20.4% | 15.1% |
每股收益（稀释后）ACLSAOS
| Q4 25 | $1.11 | $0.89 | ||
| Q3 25 | $0.83 | $0.94 | ||
| Q2 25 | $0.98 | $1.07 | ||
| Q1 25 | $0.88 | $0.95 | ||
| Q4 24 | $1.54 | $0.75 | ||
| Q3 24 | $1.49 | $0.82 | ||
| Q2 24 | $1.55 | $1.06 | ||
| Q1 24 | $1.57 | $1.00 |
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 | $193.2M |
| 总债务越低越好 | — | $155.0M |
| 股东权益账面价值 | $1.0B | $1.9B |
| 总资产 | $1.4B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资ACLSAOS
| Q4 25 | $374.3M | $193.2M | ||
| Q3 25 | $449.6M | $172.8M | ||
| Q2 25 | $549.8M | $177.9M | ||
| Q1 25 | $587.1M | $200.2M | ||
| Q4 24 | $571.3M | $276.1M | ||
| Q3 24 | $579.4M | $255.6M | ||
| Q2 24 | $548.3M | $233.3M | ||
| Q1 24 | $530.2M | $303.1M |
总债务ACLSAOS
| Q4 25 | — | $155.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $193.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSAOS
| Q4 25 | $1.0B | $1.9B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $975.6M | $1.9B | ||
| Q2 24 | $934.9M | $1.9B | ||
| Q1 24 | $901.7M | $1.9B |
总资产ACLSAOS
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.3B | $3.2B | ||
| Q3 24 | $1.3B | $3.2B | ||
| Q2 24 | $1.3B | $3.2B | ||
| Q1 24 | $1.3B | $3.2B |
负债/权益比ACLSAOS
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| 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 | $183.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $165.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 18.1% |
| 资本支出强度资本支出/营收 | 1.0% | 1.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.46× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $546.0M |
8季度趋势，按日历期对齐
经营现金流ACLSAOS
| Q4 25 | $-6.6M | $183.1M | ||
| Q3 25 | $45.4M | $255.4M | ||
| Q2 25 | $39.7M | $139.6M | ||
| Q1 25 | $39.8M | $38.7M | ||
| Q4 24 | $12.8M | $221.9M | ||
| Q3 24 | $45.7M | $195.9M | ||
| Q2 24 | $40.1M | $57.4M | ||
| Q1 24 | $42.2M | $106.6M |
自由现金流ACLSAOS
| Q4 25 | $-8.9M | $165.5M | ||
| Q3 25 | $43.3M | $240.6M | ||
| Q2 25 | $37.7M | $122.5M | ||
| Q1 25 | $34.8M | $17.4M | ||
| Q4 24 | $8.1M | $191.3M | ||
| Q3 24 | $41.8M | $163.4M | ||
| Q2 24 | $38.1M | $34.5M | ||
| Q1 24 | $40.6M | $84.6M |
自由现金流率ACLSAOS
| Q4 25 | -3.7% | 18.1% | ||
| Q3 25 | 20.3% | 25.5% | ||
| Q2 25 | 19.4% | 12.1% | ||
| Q1 25 | 18.1% | 1.8% | ||
| Q4 24 | 3.2% | 21.0% | ||
| Q3 24 | 16.3% | 18.1% | ||
| Q2 24 | 14.8% | 3.4% | ||
| Q1 24 | 16.1% | 8.6% |
资本支出强度ACLSAOS
| Q4 25 | 1.0% | 1.9% | ||
| Q3 25 | 0.9% | 1.6% | ||
| Q2 25 | 1.0% | 1.7% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 1.8% | 3.4% | ||
| Q3 24 | 1.5% | 3.6% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 0.6% | 2.2% |
现金转化率ACLSAOS
| Q4 25 | -0.19× | 1.46× | ||
| Q3 25 | 1.75× | 1.93× | ||
| Q2 25 | 1.27× | 0.92× | ||
| Q1 25 | 1.39× | 0.28× | ||
| Q4 24 | 0.26× | 2.02× | ||
| Q3 24 | 0.94× | 1.63× | ||
| Q2 24 | 0.79× | 0.37× | ||
| Q1 24 | 0.82× | 0.72× |
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% |
AOS
| North America Segment | $713.7M | 78% |
| Rest Of World | $158.3M | 17% |
| Other | $40.5M | 4% |
