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AXCELIS TECHNOLOGIES INC（ACLS）与Apellis Pharmaceuticals, Inc.（APLS）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Apellis Pharmaceuticals, Inc.的1.2倍（$238.3M vs $199.9M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -29.5%，领先43.9%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -5.9%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-14.3M），过去两年Apellis Pharmaceuticals, Inc.的营收复合增速更高（7.7% 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。
Apellis Pharmaceuticals是一家临床阶段生物制药企业，专注于开发调节补体系统的靶向疗法，适应症覆盖年龄相关性黄斑变性继发地图样萎缩等眼科疾病、罕见血液病及自身免疫性疾病，核心市场为美国及欧盟地区。
ACLS vs APLS — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $199.9M |
| 净利润 | $34.3M | $-59.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -25.6% |
| 净利率 | 14.4% | -29.5% |
| 营收同比 | -5.6% | -5.9% |
| 净利润同比 | -31.3% | -62.2% |
| 每股收益（稀释后） | $1.11 | $-0.40 |
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 | $199.9M | ||
| Q3 25 | $213.6M | $458.6M | ||
| Q2 25 | $194.5M | $178.5M | ||
| Q1 25 | $192.6M | $166.8M | ||
| Q4 24 | $252.4M | $212.5M | ||
| Q3 24 | $256.6M | $196.8M | ||
| Q2 24 | $256.5M | $199.7M | ||
| Q1 24 | $252.4M | $172.3M |
| Q4 25 | $34.3M | $-59.0M | ||
| Q3 25 | $26.0M | $215.7M | ||
| Q2 25 | $31.4M | $-42.2M | ||
| Q1 25 | $28.6M | $-92.2M | ||
| Q4 24 | $50.0M | $-36.4M | ||
| Q3 24 | $48.6M | $-57.4M | ||
| Q2 24 | $50.9M | $-37.7M | ||
| Q1 24 | $51.6M | $-66.4M |
| 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% | -25.6% | ||
| Q3 25 | 11.7% | 48.7% | ||
| Q2 25 | 14.9% | -18.6% | ||
| Q1 25 | 15.1% | -50.0% | ||
| Q4 24 | 21.6% | -12.3% | ||
| Q3 24 | 18.3% | -24.0% | ||
| Q2 24 | 20.6% | -14.7% | ||
| Q1 24 | 22.4% | -36.0% |
| Q4 25 | 14.4% | -29.5% | ||
| Q3 25 | 12.2% | 47.0% | ||
| Q2 25 | 16.1% | -23.6% | ||
| Q1 25 | 14.8% | -55.3% | ||
| Q4 24 | 19.8% | -17.1% | ||
| Q3 24 | 18.9% | -29.2% | ||
| Q2 24 | 19.8% | -18.9% | ||
| Q1 24 | 20.4% | -38.5% |
| Q4 25 | $1.11 | $-0.40 | ||
| Q3 25 | $0.83 | $1.67 | ||
| Q2 25 | $0.98 | $-0.33 | ||
| Q1 25 | $0.88 | $-0.74 | ||
| Q4 24 | $1.54 | $-0.30 | ||
| Q3 24 | $1.49 | $-0.46 | ||
| Q2 24 | $1.55 | $-0.30 | ||
| Q1 24 | $1.57 | $-0.54 |
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 | $466.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $370.1M |
| 总资产 | $1.4B | $1.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $466.2M | ||
| Q3 25 | $449.6M | $479.2M | ||
| Q2 25 | $549.8M | $370.0M | ||
| Q1 25 | $587.1M | $358.4M | ||
| Q4 24 | $571.3M | $411.3M | ||
| Q3 24 | $579.4M | $396.9M | ||
| Q2 24 | $548.3M | $360.1M | ||
| Q1 24 | $530.2M | $325.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $93.1M |
| Q4 25 | $1.0B | $370.1M | ||
| Q3 25 | $1.0B | $401.2M | ||
| Q2 25 | $1.0B | $156.3M | ||
| Q1 25 | $1.0B | $164.2M | ||
| Q4 24 | $1.0B | $228.5M | ||
| Q3 24 | $975.6M | $237.1M | ||
| Q2 24 | $934.9M | $264.3M | ||
| Q1 24 | $901.7M | $266.7M |
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $821.4M | ||
| Q1 25 | $1.3B | $807.3M | ||
| Q4 24 | $1.3B | $885.1M | ||
| Q3 24 | $1.3B | $901.9M | ||
| Q2 24 | $1.3B | $904.5M | ||
| Q1 24 | $1.3B | $831.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.35× |
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 | $-14.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-14.3M |
| 自由现金流率自由现金流/营收 | -3.7% | -7.1% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $107.0M | $45.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $-14.2M | ||
| Q3 25 | $45.4M | $108.5M | ||
| Q2 25 | $39.7M | $4.4M | ||
| Q1 25 | $39.8M | $-53.4M | ||
| Q4 24 | $12.8M | $19.4M | ||
| Q3 24 | $45.7M | $34.1M | ||
| Q2 24 | $40.1M | $-8.3M | ||
| Q1 24 | $42.2M | $-133.0M |
| Q4 25 | $-8.9M | $-14.3M | ||
| Q3 25 | $43.3M | $108.3M | ||
| Q2 25 | $37.7M | $4.4M | ||
| Q1 25 | $34.8M | $-53.4M | ||
| Q4 24 | $8.1M | $19.3M | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | $-8.4M | ||
| Q1 24 | $40.6M | $-133.3M |
| Q4 25 | -3.7% | -7.1% | ||
| Q3 25 | 20.3% | 23.6% | ||
| Q2 25 | 19.4% | 2.5% | ||
| Q1 25 | 18.1% | -32.0% | ||
| Q4 24 | 3.2% | 9.1% | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | -4.2% | ||
| Q1 24 | 16.1% | -77.3% |
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 0.9% | 0.0% | ||
| Q2 25 | 1.0% | 0.0% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 1.8% | 0.0% | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 0.6% | 0.2% |
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 0.50× | ||
| 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% |
APLS
| Syfovre | $155.2M | 78% |
| Empaveli Pegcetacoplan | $35.1M | 18% |
| Licensing And Other Revenue | $9.6M | 5% |
