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AXCELIS TECHNOLOGIES INC（ACLS）与Digital Turbine, Inc.（APPS）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Digital Turbine, Inc.的1.6倍（$238.3M vs $151.4M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 3.4%，领先11.0%），Digital Turbine, Inc.同比增速更快（12.4% vs -5.6%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% 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。
Digital Turbine是一家全球移动广告科技企业，为移动运营商、设备厂商及应用开发者提供端到端的应用变现、用户获取和定向广告解决方案，业务覆盖北美、欧洲、亚太地区，服务电信、移动科技、消费应用等多个核心领域。
ACLS vs APPS — 直观对比
营收规模更大
ACLS
是对方的1.6倍
$151.4M
营收增速更快
APPS
高出18.0%
-5.6%
净利率更高
ACLS
高出11.0%
3.4%
两年增速更快
APPS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $151.4M |
| 净利润 | $34.3M | $5.1M |
| 毛利率 | 47.0% | 57.4% |
| 营业利润率 | 15.2% | 14.3% |
| 净利率 | 14.4% | 3.4% |
| 营收同比 | -5.6% | 12.4% |
| 净利润同比 | -31.3% | 122.1% |
| 每股收益（稀释后） | $1.11 | $0.03 |
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ACLSAPPS
| Q4 25 | $238.3M | $151.4M | ||
| Q3 25 | $213.6M | $140.4M | ||
| Q2 25 | $194.5M | $130.9M | ||
| Q1 25 | $192.6M | $119.2M | ||
| Q4 24 | $252.4M | $134.6M | ||
| Q3 24 | $256.6M | $118.7M | ||
| Q2 24 | $256.5M | $118.0M | ||
| Q1 24 | $252.4M | $112.2M |
净利润ACLSAPPS
| Q4 25 | $34.3M | $5.1M | ||
| Q3 25 | $26.0M | $-21.4M | ||
| Q2 25 | $31.4M | $-14.1M | ||
| Q1 25 | $28.6M | $-18.8M | ||
| Q4 24 | $50.0M | $-23.1M | ||
| Q3 24 | $48.6M | $-25.0M | ||
| Q2 24 | $50.9M | $-25.2M | ||
| Q1 24 | $51.6M | $-236.5M |
毛利率ACLSAPPS
| Q4 25 | 47.0% | 57.4% | ||
| Q3 25 | 41.6% | 55.1% | ||
| Q2 25 | 44.9% | 55.6% | ||
| Q1 25 | 46.1% | 55.4% | ||
| Q4 24 | 46.0% | 48.0% | ||
| Q3 24 | 42.9% | 52.6% | ||
| Q2 24 | 43.8% | 52.7% | ||
| Q1 24 | 46.0% | 52.3% |
营业利润率ACLSAPPS
| Q4 25 | 15.2% | 14.3% | ||
| Q3 25 | 11.7% | 4.7% | ||
| Q2 25 | 14.9% | -3.6% | ||
| Q1 25 | 15.1% | -9.8% | ||
| Q4 24 | 21.6% | -9.5% | ||
| Q3 24 | 18.3% | -11.4% | ||
| Q2 24 | 20.6% | -13.6% | ||
| Q1 24 | 22.4% | -185.2% |
净利率ACLSAPPS
| Q4 25 | 14.4% | 3.4% | ||
| Q3 25 | 12.2% | -15.2% | ||
| Q2 25 | 16.1% | -10.8% | ||
| Q1 25 | 14.8% | -15.8% | ||
| Q4 24 | 19.8% | -17.2% | ||
| Q3 24 | 18.9% | -21.0% | ||
| Q2 24 | 19.8% | -21.3% | ||
| Q1 24 | 20.4% | -210.7% |
每股收益（稀释后）ACLSAPPS
| Q4 25 | $1.11 | $0.03 | ||
| Q3 25 | $0.83 | $-0.20 | ||
| Q2 25 | $0.98 | $-0.13 | ||
| Q1 25 | $0.88 | $-0.18 | ||
| Q4 24 | $1.54 | $-0.22 | ||
| Q3 24 | $1.49 | $-0.24 | ||
| Q2 24 | $1.55 | $-0.25 | ||
| Q1 24 | $1.57 | $-2.33 |
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 | $40.2M |
| 总债务越低越好 | — | $355.0M |
| 股东权益账面价值 | $1.0B | $194.6M |
| 总资产 | $1.4B | $858.2M |
| 负债/权益比越低杠杆越低 | — | 1.82× |
8季度趋势，按日历期对齐
现金及短期投资ACLSAPPS
| Q4 25 | $374.3M | $40.2M | ||
| Q3 25 | $449.6M | $38.8M | ||
| Q2 25 | $549.8M | $33.4M | ||
| Q1 25 | $587.1M | $39.4M | ||
| Q4 24 | $571.3M | $34.6M | ||
| Q3 24 | $579.4M | $32.1M | ||
| Q2 24 | $548.3M | $35.0M | ||
| Q1 24 | $530.2M | $32.9M |
总债务ACLSAPPS
| Q4 25 | — | $355.0M | ||
| Q3 25 | — | $396.4M | ||
| Q2 25 | — | $400.5M | ||
| Q1 25 | — | $408.7M | ||
| Q4 24 | — | $408.2M | ||
| Q3 24 | — | $407.6M | ||
| Q2 24 | — | $393.8M | ||
| Q1 24 | — | $383.5M |
股东权益ACLSAPPS
| Q4 25 | $1.0B | $194.6M | ||
| Q3 25 | $1.0B | $148.1M | ||
| Q2 25 | $1.0B | $152.3M | ||
| Q1 25 | $1.0B | $154.0M | ||
| Q4 24 | $1.0B | $163.6M | ||
| Q3 24 | $975.6M | $182.4M | ||
| Q2 24 | $934.9M | $196.0M | ||
| Q1 24 | $901.7M | $213.9M |
总资产ACLSAPPS
| Q4 25 | $1.4B | $858.2M | ||
| Q3 25 | $1.4B | $818.7M | ||
| Q2 25 | $1.3B | $818.4M | ||
| Q1 25 | $1.3B | $812.9M | ||
| Q4 24 | $1.3B | $839.7M | ||
| Q3 24 | $1.3B | $844.5M | ||
| Q2 24 | $1.3B | $860.2M | ||
| Q1 24 | $1.3B | $865.5M |
负债/权益比ACLSAPPS
| Q4 25 | — | 1.82× | ||
| Q3 25 | — | 2.68× | ||
| Q2 25 | — | 2.63× | ||
| Q1 25 | — | 2.65× | ||
| Q4 24 | — | 2.50× | ||
| Q3 24 | — | 2.24× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | 1.79× |
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 | — |
| 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× | 2.78× |
| 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ACLSAPPS
| Q4 25 | $-6.6M | $14.2M | ||
| Q3 25 | $45.4M | $14.5M | ||
| Q2 25 | $39.7M | $8.8M | ||
| Q1 25 | $39.8M | $11.9M | ||
| Q4 24 | $12.8M | $10.4M | ||
| Q3 24 | $45.7M | $-8.7M | ||
| Q2 24 | $40.1M | $-1.4M | ||
| Q1 24 | $42.2M | $28.7M |
自由现金流ACLSAPPS
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSAPPS
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSAPPS
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSAPPS
| Q4 25 | -0.19× | 2.78× | ||
| 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% |
APPS
| On Device Solutions | $99.6M | 66% |
| App Growth Platform | $52.6M | 35% |
