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AXCELIS TECHNOLOGIES INC（ACLS）与Applied Digital Corp.（APLD）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Applied Digital Corp.的1.9倍（$238.3M vs $126.6M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -11.4%，领先25.8%），Applied Digital Corp.同比增速更快（98.2% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-567.9M），过去两年Applied Digital Corp.的营收复合增速更高（70.9% 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。
BAE系统旗下的国际防务与安全技术企业，专注于提供数字化解决方案，支持客户快速开展数据驱动决策，服务覆盖执法机构、国家安全部门、政府单位、关键基础设施运营商、电信企业、军方及航天领域。
ACLS vs APLD — 直观对比
营收规模更大
ACLS
是对方的1.9倍
$126.6M
营收增速更快
APLD
高出103.8%
-5.6%
净利率更高
ACLS
高出25.8%
-11.4%
自由现金流更多
ACLS
多$559.0M
$-567.9M
两年增速更快
APLD
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $126.6M |
| 净利润 | $34.3M | $-14.4M |
| 毛利率 | 47.0% | 20.6% |
| 营业利润率 | 15.2% | -24.5% |
| 净利率 | 14.4% | -11.4% |
| 营收同比 | -5.6% | 98.2% |
| 净利润同比 | -31.3% | 89.6% |
| 每股收益（稀释后） | $1.11 | $-0.07 |
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ACLSAPLD
| Q4 25 | $238.3M | $126.6M | ||
| Q3 25 | $213.6M | $64.2M | ||
| Q2 25 | $194.5M | $-33.3M | ||
| Q1 25 | $192.6M | $52.9M | ||
| Q4 24 | $252.4M | $63.9M | ||
| Q3 24 | $256.6M | $60.7M | ||
| Q2 24 | $256.5M | $43.7M | ||
| Q1 24 | $252.4M | $43.3M |
净利润ACLSAPLD
| Q4 25 | $34.3M | $-14.4M | ||
| Q3 25 | $26.0M | $-16.9M | ||
| Q2 25 | $31.4M | $-52.5M | ||
| Q1 25 | $28.6M | $-35.6M | ||
| Q4 24 | $50.0M | $-138.7M | ||
| Q3 24 | $48.6M | $-4.2M | ||
| Q2 24 | $50.9M | $-64.5M | ||
| Q1 24 | $51.6M | $-62.8M |
毛利率ACLSAPLD
| Q4 25 | 47.0% | 20.6% | ||
| Q3 25 | 41.6% | 13.4% | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | 7.1% | ||
| Q4 24 | 46.0% | 18.0% | ||
| Q3 24 | 42.9% | -0.6% | ||
| Q2 24 | 43.8% | -9.1% | ||
| Q1 24 | 46.0% | -8.6% |
营业利润率ACLSAPLD
| Q4 25 | 15.2% | -24.5% | ||
| Q3 25 | 11.7% | -34.7% | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 15.1% | -35.8% | ||
| Q4 24 | 21.6% | -29.1% | ||
| Q3 24 | 18.3% | 15.6% | ||
| Q2 24 | 20.6% | -68.4% | ||
| Q1 24 | 22.4% | -128.8% |
净利率ACLSAPLD
| Q4 25 | 14.4% | -11.4% | ||
| Q3 25 | 12.2% | -26.4% | ||
| Q2 25 | 16.1% | 157.8% | ||
| Q1 25 | 14.8% | -67.2% | ||
| Q4 24 | 19.8% | -217.2% | ||
| Q3 24 | 18.9% | -7.0% | ||
| Q2 24 | 19.8% | -147.5% | ||
| Q1 24 | 20.4% | -145.0% |
每股收益（稀释后）ACLSAPLD
| Q4 25 | $1.11 | $-0.07 | ||
| Q3 25 | $0.83 | $-0.07 | ||
| Q2 25 | $0.98 | $-0.31 | ||
| Q1 25 | $0.88 | $-0.16 | ||
| Q4 24 | $1.54 | $-0.66 | ||
| Q3 24 | $1.49 | $-0.03 | ||
| Q2 24 | $1.55 | $-0.57 | ||
| Q1 24 | $1.57 | $-0.52 |
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 | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.4B |
| 总资产 | $1.4B | $5.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACLSAPLD
| Q4 25 | $374.3M | $1.9B | ||
| Q3 25 | $449.6M | $73.9M | ||
| Q2 25 | $549.8M | $41.6M | ||
| Q1 25 | $587.1M | $68.7M | ||
| Q4 24 | $571.3M | $286.2M | ||
| Q3 24 | $579.4M | $58.2M | ||
| Q2 24 | $548.3M | $3.3M | ||
| Q1 24 | $530.2M | $4.4M |
股东权益ACLSAPLD
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.0B | $497.7M | ||
| Q1 25 | $1.0B | $454.6M | ||
| Q4 24 | $1.0B | $434.6M | ||
| Q3 24 | $975.6M | $241.8M | ||
| Q2 24 | $934.9M | $124.8M | ||
| Q1 24 | $901.7M | $118.5M |
总资产ACLSAPLD
| Q4 25 | $1.4B | $5.2B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $937.7M | ||
| Q2 24 | $1.3B | $762.9M | ||
| Q1 24 | $1.3B | $643.2M |
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 | $-15.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-567.9M |
| 自由现金流率自由现金流/营收 | -3.7% | -448.6% |
| 资本支出强度资本支出/营收 | 1.0% | 436.1% |
| 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 | $-1.3B |
8季度趋势，按日历期对齐
经营现金流ACLSAPLD
| Q4 25 | $-6.6M | $-15.8M | ||
| Q3 25 | $45.4M | $-82.0M | ||
| Q2 25 | $39.7M | $6.9M | ||
| Q1 25 | $39.8M | $5.9M | ||
| Q4 24 | $12.8M | $-52.3M | ||
| Q3 24 | $45.7M | $-75.9M | ||
| Q2 24 | $40.1M | $-34.1M | ||
| Q1 24 | $42.2M | $38.8M |
自由现金流ACLSAPLD
| Q4 25 | $-8.9M | $-567.9M | ||
| Q3 25 | $43.3M | $-331.4M | ||
| Q2 25 | $37.7M | $-191.4M | ||
| Q1 25 | $34.8M | $-251.6M | ||
| Q4 24 | $8.1M | $-223.3M | ||
| Q3 24 | $41.8M | $-130.7M | ||
| Q2 24 | $38.1M | $-88.9M | ||
| Q1 24 | $40.6M | $-2.3M |
自由现金流率ACLSAPLD
| Q4 25 | -3.7% | -448.6% | ||
| Q3 25 | 20.3% | -516.1% | ||
| Q2 25 | 19.4% | 574.8% | ||
| Q1 25 | 18.1% | -475.4% | ||
| Q4 24 | 3.2% | -349.6% | ||
| Q3 24 | 16.3% | -215.3% | ||
| Q2 24 | 14.8% | -203.5% | ||
| Q1 24 | 16.1% | -5.4% |
资本支出强度ACLSAPLD
| Q4 25 | 1.0% | 436.1% | ||
| Q3 25 | 0.9% | 388.4% | ||
| Q2 25 | 1.0% | -595.4% | ||
| Q1 25 | 2.6% | 486.6% | ||
| Q4 24 | 1.8% | 267.8% | ||
| Q3 24 | 1.5% | 90.3% | ||
| Q2 24 | 0.8% | 125.4% | ||
| Q1 24 | 0.6% | 95.0% |
现金转化率ACLSAPLD
| 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× | — | ||
| Q1 24 | 0.82× | — |
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% |
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
