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AXCELIS TECHNOLOGIES INC（ACLS）与Artisan Partners Asset Management Inc.（APAM）财务数据对比。点击上方公司名可切换其他公司
Artisan Partners Asset Management Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$335.5M vs $238.3M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 14.4%，领先20.8%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -5.6%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $-8.9M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% 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。
阿蒂森伙伴资产管理公司（Artisan Partners）是总部位于美国威斯康星州密尔沃基的资产管理机构，除美国本土外，还在都柏林、香港、伦敦、新加坡、悉尼设有办公室，为全球客户提供专业的资产管理服务。
ACLS vs APAM — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $335.5M |
| 净利润 | $34.3M | $118.1M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 39.2% |
| 净利率 | 14.4% | 35.2% |
| 营收同比 | -5.6% | 12.9% |
| 净利润同比 | -31.3% | 34.9% |
| 每股收益（稀释后） | $1.11 | $1.36 |
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 | $335.5M | ||
| Q3 25 | $213.6M | $301.3M | ||
| Q2 25 | $194.5M | $282.7M | ||
| Q1 25 | $192.6M | $277.1M | ||
| Q4 24 | $252.4M | $297.1M | ||
| Q3 24 | $256.6M | $279.6M | ||
| Q2 24 | $256.5M | $270.8M | ||
| Q1 24 | $252.4M | $264.4M |
| Q4 25 | $34.3M | $118.1M | ||
| Q3 25 | $26.0M | $66.8M | ||
| Q2 25 | $31.4M | $67.6M | ||
| Q1 25 | $28.6M | $61.1M | ||
| Q4 24 | $50.0M | $87.5M | ||
| Q3 24 | $48.6M | $73.0M | ||
| Q2 24 | $50.9M | $57.6M | ||
| Q1 24 | $51.6M | $59.5M |
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | — | ||
| Q1 24 | 46.0% | — |
| Q4 25 | 15.2% | 39.2% | ||
| Q3 25 | 11.7% | 33.8% | ||
| Q2 25 | 14.9% | 28.2% | ||
| Q1 25 | 15.1% | 31.2% | ||
| Q4 24 | 21.6% | 36.7% | ||
| Q3 24 | 18.3% | 33.3% | ||
| Q2 24 | 20.6% | 32.0% | ||
| Q1 24 | 22.4% | 29.4% |
| Q4 25 | 14.4% | 35.2% | ||
| Q3 25 | 12.2% | 22.2% | ||
| Q2 25 | 16.1% | 23.9% | ||
| Q1 25 | 14.8% | 22.1% | ||
| Q4 24 | 19.8% | 29.5% | ||
| Q3 24 | 18.9% | 26.1% | ||
| Q2 24 | 19.8% | 21.3% | ||
| Q1 24 | 20.4% | 22.5% |
| Q4 25 | $1.11 | $1.36 | ||
| Q3 25 | $0.83 | $0.93 | ||
| Q2 25 | $0.98 | $0.94 | ||
| Q1 25 | $0.88 | $0.82 | ||
| Q4 24 | $1.54 | $0.99 | ||
| Q3 24 | $1.49 | $1.03 | ||
| Q2 24 | $1.55 | $0.80 | ||
| Q1 24 | $1.57 | $0.84 |
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 | — |
| 总债务越低越好 | — | $190.0M |
| 股东权益账面价值 | $1.0B | $438.8M |
| 总资产 | $1.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.43× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — | ||
| Q1 24 | $530.2M | — |
| Q4 25 | — | $190.0M | ||
| Q3 25 | — | $190.0M | ||
| Q2 25 | — | $200.0M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | — | $200.0M | ||
| Q3 24 | — | $200.0M | ||
| Q2 24 | — | $200.0M | ||
| Q1 24 | — | $200.0M |
| Q4 25 | $1.0B | $438.8M | ||
| Q3 25 | $1.0B | $402.1M | ||
| Q2 25 | $1.0B | $381.8M | ||
| Q1 25 | $1.0B | $356.5M | ||
| Q4 24 | $1.0B | $388.9M | ||
| Q3 24 | $975.6M | $372.1M | ||
| Q2 24 | $934.9M | $341.2M | ||
| Q1 24 | $901.7M | $320.3M |
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.3B | $1.5B |
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.59× | ||
| Q1 24 | — | 0.62× |
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 | $172.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $171.6M |
| 自由现金流率自由现金流/营收 | -3.7% | 51.2% |
| 资本支出强度资本支出/营收 | 1.0% | 0.1% |
| 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 | $420.6M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $172.0M | ||
| Q3 25 | $45.4M | $40.4M | ||
| Q2 25 | $39.7M | $50.9M | ||
| Q1 25 | $39.8M | $157.9M | ||
| Q4 24 | $12.8M | $372.8M | ||
| Q3 24 | $45.7M | $112.8M | ||
| Q2 24 | $40.1M | $75.9M | ||
| Q1 24 | $42.2M | $147.0M |
| Q4 25 | $-8.9M | $171.6M | ||
| Q3 25 | $43.3M | $40.4M | ||
| Q2 25 | $37.7M | $50.9M | ||
| Q1 25 | $34.8M | $157.7M | ||
| Q4 24 | $8.1M | $371.3M | ||
| Q3 24 | $41.8M | $112.4M | ||
| Q2 24 | $38.1M | $75.2M | ||
| Q1 24 | $40.6M | $146.9M |
| Q4 25 | -3.7% | 51.2% | ||
| Q3 25 | 20.3% | 13.4% | ||
| Q2 25 | 19.4% | 18.0% | ||
| Q1 25 | 18.1% | 56.9% | ||
| Q4 24 | 3.2% | 125.0% | ||
| Q3 24 | 16.3% | 40.2% | ||
| Q2 24 | 14.8% | 27.8% | ||
| Q1 24 | 16.1% | 55.6% |
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 0.9% | 0.0% | ||
| Q2 25 | 1.0% | 0.0% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 0.8% | 0.2% | ||
| Q1 24 | 0.6% | 0.0% |
| Q4 25 | -0.19× | 1.46× | ||
| Q3 25 | 1.75× | 0.60× | ||
| Q2 25 | 1.27× | 0.75× | ||
| Q1 25 | 1.39× | 2.58× | ||
| Q4 24 | 0.26× | 4.26× | ||
| Q3 24 | 0.94× | 1.54× | ||
| Q2 24 | 0.79× | 1.32× | ||
| Q1 24 | 0.82× | 2.47× |
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% |
APAM
暂无分部数据
