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AXCELIS TECHNOLOGIES INC（ACLS）与ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）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ALPHA & OMEGA SEMICONDUCTOR Ltd的1.5倍（$238.3M vs $163.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -8.4%，领先22.8%），ALPHA & OMEGA SEMICONDUCTOR Ltd同比增速更快（-0.5% vs -5.6%），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（0.8% 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。
Alpha & Omega Semiconductor是一家专业功率半导体供应商，主营功率MOSFET、IGBT、模拟芯片及电源管理模块的研发、生产与销售，产品广泛应用于消费电子、工业设备、汽车、通信和计算等领域，业务覆盖全球主要市场。
ACLS vs AOSL — 直观对比
营收规模更大
ACLS
是对方的1.5倍
$163.8M
营收增速更快
AOSL
高出5.1%
-5.6%
净利率更高
ACLS
高出22.8%
-8.4%
两年增速更快
AOSL
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $163.8M |
| 净利润 | $34.3M | $-13.8M |
| 毛利率 | 47.0% | 21.1% |
| 营业利润率 | 15.2% | 70.3% |
| 净利率 | 14.4% | -8.4% |
| 营收同比 | -5.6% | -0.5% |
| 净利润同比 | -31.3% | -27.8% |
| 每股收益（稀释后） | $1.11 | $-0.46 |
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ACLSAOSL
| Q1 26 | — | $163.8M | ||
| Q4 25 | $238.3M | $162.3M | ||
| Q3 25 | $213.6M | $182.5M | ||
| Q2 25 | $194.5M | $176.5M | ||
| Q1 25 | $192.6M | $164.6M | ||
| Q4 24 | $252.4M | $173.2M | ||
| Q3 24 | $256.6M | $181.9M | ||
| Q2 24 | $256.5M | $161.3M |
净利润ACLSAOSL
| Q1 26 | — | $-13.8M | ||
| Q4 25 | $34.3M | $-13.3M | ||
| Q3 25 | $26.0M | $-2.1M | ||
| Q2 25 | $31.4M | $-77.1M | ||
| Q1 25 | $28.6M | $-10.8M | ||
| Q4 24 | $50.0M | $-6.6M | ||
| Q3 24 | $48.6M | $-2.5M | ||
| Q2 24 | $50.9M | $-2.7M |
毛利率ACLSAOSL
| Q1 26 | — | 21.1% | ||
| Q4 25 | 47.0% | 21.5% | ||
| Q3 25 | 41.6% | 23.5% | ||
| Q2 25 | 44.9% | 23.4% | ||
| Q1 25 | 46.1% | 21.4% | ||
| Q4 24 | 46.0% | 23.1% | ||
| Q3 24 | 42.9% | 24.5% | ||
| Q2 24 | 43.8% | 25.7% |
营业利润率ACLSAOSL
| Q1 26 | — | 70.3% | ||
| Q4 25 | 15.2% | -8.4% | ||
| Q3 25 | 11.7% | -2.5% | ||
| Q2 25 | 14.9% | -6.6% | ||
| Q1 25 | 15.1% | -6.5% | ||
| Q4 24 | 21.6% | -3.4% | ||
| Q3 24 | 18.3% | -0.1% | ||
| Q2 24 | 20.6% | -0.9% |
净利率ACLSAOSL
| Q1 26 | — | -8.4% | ||
| Q4 25 | 14.4% | -8.2% | ||
| Q3 25 | 12.2% | -1.2% | ||
| Q2 25 | 16.1% | -43.7% | ||
| Q1 25 | 14.8% | -6.6% | ||
| Q4 24 | 19.8% | -3.8% | ||
| Q3 24 | 18.9% | -1.4% | ||
| Q2 24 | 19.8% | -1.7% |
每股收益（稀释后）ACLSAOSL
| Q1 26 | — | $-0.46 | ||
| Q4 25 | $1.11 | $-0.45 | ||
| Q3 25 | $0.83 | $-0.07 | ||
| Q2 25 | $0.98 | $-2.61 | ||
| Q1 25 | $0.88 | $-0.37 | ||
| Q4 24 | $1.54 | $-0.23 | ||
| Q3 24 | $1.49 | $-0.09 | ||
| Q2 24 | $1.55 | $-0.09 |
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 | $190.3M |
| 总债务越低越好 | — | $4.4M |
| 股东权益账面价值 | $1.0B | $800.2M |
| 总资产 | $1.4B | $976.4M |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资ACLSAOSL
| Q1 26 | — | $190.3M | ||
| Q4 25 | $374.3M | $196.3M | ||
| Q3 25 | $449.6M | $223.5M | ||
| Q2 25 | $549.8M | $153.1M | ||
| Q1 25 | $587.1M | $169.4M | ||
| Q4 24 | $571.3M | $182.6M | ||
| Q3 24 | $579.4M | $176.0M | ||
| Q2 24 | $548.3M | $175.1M |
总债务ACLSAOSL
| Q1 26 | — | $4.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $14.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $26.7M |
股东权益ACLSAOSL
| Q1 26 | — | $800.2M | ||
| Q4 25 | $1.0B | $818.8M | ||
| Q3 25 | $1.0B | $834.1M | ||
| Q2 25 | $1.0B | $822.3M | ||
| Q1 25 | $1.0B | $886.3M | ||
| Q4 24 | $1.0B | $902.6M | ||
| Q3 24 | $975.6M | $895.3M | ||
| Q2 24 | $934.9M | $891.6M |
总资产ACLSAOSL
| Q1 26 | — | $976.4M | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B |
负债/权益比ACLSAOSL
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.03× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | — |
| 自由现金流率自由现金流/营收 | -3.7% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | -0.19× | — |
| 过去12个月自由现金流最近4个季度 | $107.0M | — |
8季度趋势，按日历期对齐
经营现金流ACLSAOSL
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $-8.1M | ||
| Q3 25 | $45.4M | $10.2M | ||
| Q2 25 | $39.7M | $-2.8M | ||
| Q1 25 | $39.8M | $7.4M | ||
| Q4 24 | $12.8M | $14.1M | ||
| Q3 24 | $45.7M | $11.0M | ||
| Q2 24 | $40.1M | $7.1M |
自由现金流ACLSAOSL
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $-23.1M | ||
| Q3 25 | $43.3M | $420.0K | ||
| Q2 25 | $37.7M | $-17.2M | ||
| Q1 25 | $34.8M | $-1.1M | ||
| Q4 24 | $8.1M | $6.6M | ||
| Q3 24 | $41.8M | $4.1M | ||
| Q2 24 | $38.1M | $-210.0K |
自由现金流率ACLSAOSL
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | -14.2% | ||
| Q3 25 | 20.3% | 0.2% | ||
| Q2 25 | 19.4% | -9.7% | ||
| Q1 25 | 18.1% | -0.6% | ||
| Q4 24 | 3.2% | 3.8% | ||
| Q3 24 | 16.3% | 2.3% | ||
| Q2 24 | 14.8% | -0.1% |
资本支出强度ACLSAOSL
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 9.2% | ||
| Q3 25 | 0.9% | 5.4% | ||
| Q2 25 | 1.0% | 8.1% | ||
| Q1 25 | 2.6% | 5.1% | ||
| Q4 24 | 1.8% | 4.3% | ||
| Q3 24 | 1.5% | 3.8% | ||
| Q2 24 | 0.8% | 4.5% |
现金转化率ACLSAOSL
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — |
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% |
AOSL
暂无分部数据
