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AXCELIS TECHNOLOGIES INC（ACLS）与ASSOCIATED BANC-CORP（ASB）财务数据对比。点击上方公司名可切换其他公司
ASSOCIATED BANC-CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$383.0M vs $238.3M），ASSOCIATED BANC-CORP净利率更高（31.2% vs 14.4%，领先16.8%），过去两年ASSOCIATED BANC-CORP的营收复合增速更高（9.1% 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。
联合银行集团（Associated Banc-Corp）是美国区域性银行控股公司，总部位于威斯康星州格林贝，深耕美国中西部地区，主营零售银行、商业银行、商业地产贷款、私人银行及特色金融服务，在威斯康星州、伊利诺伊州、明尼苏达州设有220多个营业网点，覆盖100多个社区，还在印第安纳、密歇根等多州设有贷款办事处。
ACLS vs ASB — 直观对比
营收规模更大
ASB
是对方的1.6倍
$238.3M
净利率更高
ASB
高出16.8%
14.4%
两年增速更快
ASB
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $383.0M |
| 净利润 | $34.3M | $119.6M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 31.2% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | 566.6% |
| 每股收益（稀释后） | $1.11 | $0.70 |
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ACLSASB
| Q1 26 | — | $383.0M | ||
| Q4 25 | $238.3M | $310.0M | ||
| Q3 25 | $213.6M | $305.2M | ||
| Q2 25 | $194.5M | $300.0M | ||
| Q1 25 | $192.6M | $285.9M | ||
| Q4 24 | $252.4M | $270.3M | ||
| Q3 24 | $256.6M | $329.7M | ||
| Q2 24 | $256.5M | $321.8M |
净利润ACLSASB
| Q1 26 | — | $119.6M | ||
| Q4 25 | $34.3M | $137.1M | ||
| Q3 25 | $26.0M | $124.7M | ||
| Q2 25 | $31.4M | $111.2M | ||
| Q1 25 | $28.6M | $101.7M | ||
| Q4 24 | $50.0M | $-161.6M | ||
| Q3 24 | $48.6M | $88.0M | ||
| Q2 24 | $50.9M | $115.6M |
毛利率ACLSASB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ACLSASB
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 52.6% | ||
| Q3 25 | 11.7% | 50.5% | ||
| Q2 25 | 14.9% | 46.5% | ||
| Q1 25 | 15.1% | 42.3% | ||
| Q4 24 | 21.6% | -65.8% | ||
| Q3 24 | 18.3% | 32.8% | ||
| Q2 24 | 20.6% | 32.0% |
净利率ACLSASB
| Q1 26 | — | 31.2% | ||
| Q4 25 | 14.4% | 44.2% | ||
| Q3 25 | 12.2% | 40.9% | ||
| Q2 25 | 16.1% | 37.1% | ||
| Q1 25 | 14.8% | 35.6% | ||
| Q4 24 | 19.8% | -59.8% | ||
| Q3 24 | 18.9% | 26.7% | ||
| Q2 24 | 19.8% | 35.9% |
每股收益（稀释后）ACLSASB
| Q1 26 | — | $0.70 | ||
| Q4 25 | $1.11 | $0.80 | ||
| Q3 25 | $0.83 | $0.73 | ||
| Q2 25 | $0.98 | $0.65 | ||
| Q1 25 | $0.88 | $0.59 | ||
| Q4 24 | $1.54 | $-1.10 | ||
| Q3 24 | $1.49 | $0.56 | ||
| Q2 24 | $1.55 | $0.74 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $5.0B |
| 总资产 | $1.4B | $45.6B |
| 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ACLSASB
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — |
总债务ACLSASB
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $594.1M | ||
| Q2 25 | — | $593.5M | ||
| Q1 25 | — | $591.4M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $844.3M | ||
| Q2 24 | — | $536.1M |
股东权益ACLSASB
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.0B | $5.0B | ||
| Q3 25 | $1.0B | $4.9B | ||
| Q2 25 | $1.0B | $4.8B | ||
| Q1 25 | $1.0B | $4.7B | ||
| Q4 24 | $1.0B | $4.6B | ||
| Q3 24 | $975.6M | $4.4B | ||
| Q2 24 | $934.9M | $4.2B |
总资产ACLSASB
| Q1 26 | — | $45.6B | ||
| Q4 25 | $1.4B | $45.2B | ||
| Q3 25 | $1.4B | $44.5B | ||
| Q2 25 | $1.3B | $44.0B | ||
| Q1 25 | $1.3B | $43.3B | ||
| Q4 24 | $1.3B | $43.0B | ||
| Q3 24 | $1.3B | $42.2B | ||
| Q2 24 | $1.3B | $41.6B |
负债/权益比ACLSASB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.13× |
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 | — |
| 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× | — |
| 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ACLSASB
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $218.1M | ||
| Q3 25 | $45.4M | $158.0M | ||
| Q2 25 | $39.7M | $141.5M | ||
| Q1 25 | $39.8M | $98.2M | ||
| Q4 24 | $12.8M | $207.1M | ||
| Q3 24 | $45.7M | $105.1M | ||
| Q2 24 | $40.1M | $113.5M |
自由现金流ACLSASB
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率ACLSASB
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度ACLSASB
| Q1 26 | — | — | ||
| 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% | — |
现金转化率ACLSASB
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 1.59× | ||
| Q3 25 | 1.75× | 1.27× | ||
| Q2 25 | 1.27× | 1.27× | ||
| Q1 25 | 1.39× | 0.97× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 1.19× | ||
| Q2 24 | 0.79× | 0.98× |
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% |
ASB
| Net Interest Income | $307.2M | 80% |
| Noninterest Income | $75.9M | 20% |
