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AXCELIS TECHNOLOGIES INC（ACLS）与APOGEE ENTERPRISES, INC.（APOG）财务数据对比。点击上方公司名可切换其他公司
APOGEE ENTERPRISES, INC.的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$351.4M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 4.7%，领先9.7%），APOGEE ENTERPRISES, INC.同比增速更快（1.6% vs -5.6%），过去两年APOGEE ENTERPRISES, INC.的营收复合增速更高（2.9% 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。
Apogee Enterprises是一家美国音频设备制造商，主营音频接口、模数与数模转换器、USB及iOS麦克风，同时还开发音频制作相关软件，产品广泛服务于专业录音、音乐创作等音频领域，在全球音频行业拥有较高的认可度。
ACLS vs APOG — 直观对比
营收规模更大
APOG
是对方的1.5倍
$238.3M
营收增速更快
APOG
高出7.2%
-5.6%
净利率更高
ACLS
高出9.7%
4.7%
两年增速更快
APOG
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $351.4M |
| 净利润 | $34.3M | $16.6M |
| 毛利率 | 47.0% | 22.4% |
| 营业利润率 | 15.2% | 7.3% |
| 净利率 | 14.4% | 4.7% |
| 营收同比 | -5.6% | 1.6% |
| 净利润同比 | -31.3% | 568.8% |
| 每股收益（稀释后） | $1.11 | $0.78 |
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ACLSAPOG
| Q1 26 | — | $351.4M | ||
| Q4 25 | $238.3M | $348.6M | ||
| Q3 25 | $213.6M | $358.2M | ||
| Q2 25 | $194.5M | $346.6M | ||
| Q1 25 | $192.6M | $345.7M | ||
| Q4 24 | $252.4M | $341.3M | ||
| Q3 24 | $256.6M | $342.4M | ||
| Q2 24 | $256.5M | $331.5M |
净利润ACLSAPOG
| Q1 26 | — | $16.6M | ||
| Q4 25 | $34.3M | $16.5M | ||
| Q3 25 | $26.0M | $23.6M | ||
| Q2 25 | $31.4M | $-2.7M | ||
| Q1 25 | $28.6M | $2.5M | ||
| Q4 24 | $50.0M | $21.0M | ||
| Q3 24 | $48.6M | $30.6M | ||
| Q2 24 | $50.9M | $31.0M |
毛利率ACLSAPOG
| Q1 26 | — | 22.4% | ||
| Q4 25 | 47.0% | 23.8% | ||
| Q3 25 | 41.6% | 23.1% | ||
| Q2 25 | 44.9% | 21.7% | ||
| Q1 25 | 46.1% | 21.6% | ||
| Q4 24 | 46.0% | 26.1% | ||
| Q3 24 | 42.9% | 28.4% | ||
| Q2 24 | 43.8% | 29.8% |
营业利润率ACLSAPOG
| Q1 26 | — | 7.3% | ||
| Q4 25 | 15.2% | 7.1% | ||
| Q3 25 | 11.7% | 7.5% | ||
| Q2 25 | 14.9% | 2.0% | ||
| Q1 25 | 15.1% | 1.8% | ||
| Q4 24 | 21.6% | 8.4% | ||
| Q3 24 | 18.3% | 12.3% | ||
| Q2 24 | 20.6% | 12.5% |
净利率ACLSAPOG
| Q1 26 | — | 4.7% | ||
| Q4 25 | 14.4% | 4.7% | ||
| Q3 25 | 12.2% | 6.6% | ||
| Q2 25 | 16.1% | -0.8% | ||
| Q1 25 | 14.8% | 0.7% | ||
| Q4 24 | 19.8% | 6.1% | ||
| Q3 24 | 18.9% | 8.9% | ||
| Q2 24 | 19.8% | 9.4% |
每股收益（稀释后）ACLSAPOG
| Q1 26 | — | $0.78 | ||
| Q4 25 | $1.11 | $0.77 | ||
| Q3 25 | $0.83 | $1.10 | ||
| Q2 25 | $0.98 | $-0.13 | ||
| Q1 25 | $0.88 | $0.12 | ||
| Q4 24 | $1.54 | $0.96 | ||
| Q3 24 | $1.49 | $1.40 | ||
| Q2 24 | $1.55 | $1.41 |
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 | $39.5M |
| 总债务越低越好 | — | $232.3M |
| 股东权益账面价值 | $1.0B | $511.8M |
| 总资产 | $1.4B | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资ACLSAPOG
| Q1 26 | — | $39.5M | ||
| Q4 25 | $374.3M | $41.3M | ||
| Q3 25 | $449.6M | $39.5M | ||
| Q2 25 | $549.8M | $32.8M | ||
| Q1 25 | $587.1M | $41.4M | ||
| Q4 24 | $571.3M | $43.9M | ||
| Q3 24 | $579.4M | $51.0M | ||
| Q2 24 | $548.3M | $30.4M |
总债务ACLSAPOG
| Q1 26 | — | $232.3M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $285.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ACLSAPOG
| Q1 26 | — | $511.8M | ||
| Q4 25 | $1.0B | $512.3M | ||
| Q3 25 | $1.0B | $500.2M | ||
| Q2 25 | $1.0B | $481.8M | ||
| Q1 25 | $1.0B | $487.9M | ||
| Q4 24 | $1.0B | $522.1M | ||
| Q3 24 | $975.6M | $506.4M | ||
| Q2 24 | $934.9M | $480.0M |
总资产ACLSAPOG
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $917.1M | ||
| Q2 24 | $1.3B | $889.0M |
负债/权益比ACLSAPOG
| Q1 26 | — | 0.45× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $122.5M |
| 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% | 7.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 7.37× |
| 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ACLSAPOG
| Q1 26 | — | $122.5M | ||
| Q4 25 | $-6.6M | $29.3M | ||
| Q3 25 | $45.4M | $57.1M | ||
| Q2 25 | $39.7M | $-19.8M | ||
| Q1 25 | $39.8M | $30.0M | ||
| Q4 24 | $12.8M | $31.0M | ||
| Q3 24 | $45.7M | $58.7M | ||
| Q2 24 | $40.1M | $5.5M |
自由现金流ACLSAPOG
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $22.9M | ||
| Q3 25 | $43.3M | $52.4M | ||
| Q2 25 | $37.7M | $-26.9M | ||
| Q1 25 | $34.8M | $19.1M | ||
| Q4 24 | $8.1M | $22.0M | ||
| Q3 24 | $41.8M | $50.2M | ||
| Q2 24 | $38.1M | $-1.8M |
自由现金流率ACLSAPOG
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 6.6% | ||
| Q3 25 | 20.3% | 14.6% | ||
| Q2 25 | 19.4% | -7.8% | ||
| Q1 25 | 18.1% | 5.5% | ||
| Q4 24 | 3.2% | 6.4% | ||
| Q3 24 | 16.3% | 14.7% | ||
| Q2 24 | 14.8% | -0.5% |
资本支出强度ACLSAPOG
| Q1 26 | — | 7.8% | ||
| Q4 25 | 1.0% | 1.9% | ||
| Q3 25 | 0.9% | 1.3% | ||
| Q2 25 | 1.0% | 2.1% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 1.8% | 2.6% | ||
| Q3 24 | 1.5% | 2.5% | ||
| Q2 24 | 0.8% | 2.2% |
现金转化率ACLSAPOG
| Q1 26 | — | 7.37× | ||
| Q4 25 | -0.19× | 1.77× | ||
| Q3 25 | 1.75× | 2.41× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | 12.08× | ||
| Q4 24 | 0.26× | 1.48× | ||
| Q3 24 | 0.94× | 1.92× | ||
| Q2 24 | 0.79× | 0.18× |
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% |
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
