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AXCELIS TECHNOLOGIES INC（ACLS）与Asana, Inc.（ASAN）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Asana, Inc.的1.2倍（$238.3M vs $201.0M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -34.0%，领先48.4%），Asana, Inc.同比增速更快（9.3% vs -5.6%），Asana, Inc.自由现金流更多（$15.5M vs $-8.9M），过去两年Asana, Inc.的营收复合增速更高（8.4% 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。
Asana是一家总部位于美国旧金山的软件企业，由达斯汀·莫斯科维茨和贾斯汀·罗森斯坦于2008年创立，核心产品是同名工作管理平台，支持网页端与移动端使用，可帮助团队梳理、跟踪及统筹各类工作事项，2012年4月正式商业化推出，2020年9月直接上市，当时估值达55亿美元。
ACLS vs ASAN — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$201.0M
营收增速更快
ASAN
高出14.9%
-5.6%
净利率更高
ACLS
高出48.4%
-34.0%
自由现金流更多
ASAN
多$24.4M
$-8.9M
两年增速更快
ASAN
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $201.0M |
| 净利润 | $34.3M | $-68.4M |
| 毛利率 | 47.0% | 88.9% |
| 营业利润率 | 15.2% | -34.8% |
| 净利率 | 14.4% | -34.0% |
| 营收同比 | -5.6% | 9.3% |
| 净利润同比 | -31.3% | -19.4% |
| 每股收益（稀释后） | $1.11 | $-0.29 |
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ACLSASAN
| Q4 25 | $238.3M | $201.0M | ||
| Q3 25 | $213.6M | $196.9M | ||
| Q2 25 | $194.5M | $187.3M | ||
| Q1 25 | $192.6M | $188.3M | ||
| Q4 24 | $252.4M | $183.9M | ||
| Q3 24 | $256.6M | $179.2M | ||
| Q2 24 | $256.5M | $172.4M | ||
| Q1 24 | $252.4M | $171.1M |
净利润ACLSASAN
| Q4 25 | $34.3M | $-68.4M | ||
| Q3 25 | $26.0M | $-48.4M | ||
| Q2 25 | $31.4M | $-40.0M | ||
| Q1 25 | $28.6M | $-62.3M | ||
| Q4 24 | $50.0M | $-57.3M | ||
| Q3 24 | $48.6M | $-72.2M | ||
| Q2 24 | $50.9M | $-63.7M | ||
| Q1 24 | $51.6M | $-62.4M |
毛利率ACLSASAN
| Q4 25 | 47.0% | 88.9% | ||
| Q3 25 | 41.6% | 89.7% | ||
| Q2 25 | 44.9% | 89.7% | ||
| Q1 25 | 46.1% | 89.6% | ||
| Q4 24 | 46.0% | 89.2% | ||
| Q3 24 | 42.9% | 88.8% | ||
| Q2 24 | 43.8% | 89.7% | ||
| Q1 24 | 46.0% | 89.8% |
营业利润率ACLSASAN
| Q4 25 | 15.2% | -34.8% | ||
| Q3 25 | 11.7% | -25.1% | ||
| Q2 25 | 14.9% | -23.4% | ||
| Q1 25 | 15.1% | -33.8% | ||
| Q4 24 | 21.6% | -32.7% | ||
| Q3 24 | 18.3% | -42.9% | ||
| Q2 24 | 20.6% | -38.4% | ||
| Q1 24 | 22.4% | -39.7% |
净利率ACLSASAN
| Q4 25 | 14.4% | -34.0% | ||
| Q3 25 | 12.2% | -24.6% | ||
| Q2 25 | 16.1% | -21.4% | ||
| Q1 25 | 14.8% | -33.1% | ||
| Q4 24 | 19.8% | -31.2% | ||
| Q3 24 | 18.9% | -40.3% | ||
| Q2 24 | 19.8% | -37.0% | ||
| Q1 24 | 20.4% | -36.5% |
每股收益（稀释后）ACLSASAN
| Q4 25 | $1.11 | $-0.29 | ||
| Q3 25 | $0.83 | $-0.20 | ||
| Q2 25 | $0.98 | $-0.17 | ||
| Q1 25 | $0.88 | $-0.27 | ||
| Q4 24 | $1.54 | $-0.25 | ||
| Q3 24 | $1.49 | $-0.31 | ||
| Q2 24 | $1.55 | $-0.28 | ||
| Q1 24 | $1.57 | $-0.28 |
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 | $183.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $188.4M |
| 总资产 | $1.4B | $840.4M |
| 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ACLSASAN
| Q4 25 | $374.3M | $183.5M | ||
| Q3 25 | $449.6M | $184.1M | ||
| Q2 25 | $549.8M | $193.8M | ||
| Q1 25 | $587.1M | $184.7M | ||
| Q4 24 | $571.3M | $196.8M | ||
| Q3 24 | $579.4M | $219.4M | ||
| Q2 24 | $548.3M | $222.0M | ||
| Q1 24 | $530.2M | $236.7M |
股东权益ACLSASAN
| Q4 25 | $1.0B | $188.4M | ||
| Q3 25 | $1.0B | $224.6M | ||
| Q2 25 | $1.0B | $236.3M | ||
| Q1 25 | $1.0B | $227.5M | ||
| Q4 24 | $1.0B | $239.3M | ||
| Q3 24 | $975.6M | $291.9M | ||
| Q2 24 | $934.9M | $319.9M | ||
| Q1 24 | $901.7M | $326.4M |
总资产ACLSASAN
| Q4 25 | $1.4B | $840.4M | ||
| Q3 25 | $1.4B | $883.2M | ||
| Q2 25 | $1.3B | $877.1M | ||
| Q1 25 | $1.3B | $891.4M | ||
| Q4 24 | $1.3B | $874.2M | ||
| Q3 24 | $1.3B | $945.4M | ||
| Q2 24 | $1.3B | $978.2M | ||
| Q1 24 | $1.3B | $962.0M |
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 | $16.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $15.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 7.7% |
| 资本支出强度资本支出/营收 | 1.0% | 0.3% |
| 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 | $74.5M |
8季度趋势，按日历期对齐
经营现金流ACLSASAN
| Q4 25 | $-6.6M | $16.2M | ||
| Q3 25 | $45.4M | $39.8M | ||
| Q2 25 | $39.7M | $6.8M | ||
| Q1 25 | $39.8M | $15.9M | ||
| Q4 24 | $12.8M | $-14.9M | ||
| Q3 24 | $45.7M | $15.9M | ||
| Q2 24 | $40.1M | $-1.9M | ||
| Q1 24 | $42.2M | $-15.3M |
自由现金流ACLSASAN
| Q4 25 | $-8.9M | $15.5M | ||
| Q3 25 | $43.3M | $38.5M | ||
| Q2 25 | $37.7M | $6.1M | ||
| Q1 25 | $34.8M | $14.3M | ||
| Q4 24 | $8.1M | $-16.3M | ||
| Q3 24 | $41.8M | $14.2M | ||
| Q2 24 | $38.1M | $-2.9M | ||
| Q1 24 | $40.6M | $-15.8M |
自由现金流率ACLSASAN
| Q4 25 | -3.7% | 7.7% | ||
| Q3 25 | 20.3% | 19.6% | ||
| Q2 25 | 19.4% | 3.3% | ||
| Q1 25 | 18.1% | 7.6% | ||
| Q4 24 | 3.2% | -8.8% | ||
| Q3 24 | 16.3% | 7.9% | ||
| Q2 24 | 14.8% | -1.7% | ||
| Q1 24 | 16.1% | -9.3% |
资本支出强度ACLSASAN
| Q4 25 | 1.0% | 0.3% | ||
| Q3 25 | 0.9% | 0.7% | ||
| Q2 25 | 1.0% | 0.3% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 1.8% | 0.7% | ||
| Q3 24 | 1.5% | 0.9% | ||
| Q2 24 | 0.8% | 0.6% | ||
| Q1 24 | 0.6% | 0.3% |
现金转化率ACLSASAN
| 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% |
ASAN
| US | $118.5M | 59% |
| Non Us | $82.5M | 41% |
