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AXCELIS TECHNOLOGIES INC(ACLS)与Ascendis Pharma A/S(ASND)财务数据对比。点击上方公司名可切换其他公司
Ascendis Pharma A/S的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍($267.3M vs $238.3M),Ascendis Pharma A/S同比增速更快(42.3% vs -5.6%),过去两年Ascendis Pharma A/S的营收复合增速更高(60.7% 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。
Ascendis Pharma A/S是一家聚焦内分泌疾病治疗领域的生物制药企业,核心业务覆盖生长激素疗法的研发、生产与商业化。其依托重组DNA技术生产的生长激素类处方药物,可用于治疗多种生长激素缺乏相关适应症,临床应用场景广泛。
ACLS vs ASND — 直观对比
营收规模更大
ASND
是对方的1.1倍
$238.3M
营收增速更快
ASND
高出47.9%
-5.6%
两年增速更快
ASND
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $238.3M | $267.3M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | 90.5% |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 42.3% |
| 净利润同比 | -31.3% | — |
| 每股收益(稀释后) | $1.11 | — |
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
ACLS
ASND
| Q4 25 | $238.3M | $267.3M | ||
| Q3 25 | $213.6M | $230.7M | ||
| Q2 25 | $194.5M | $170.7M | ||
| Q1 25 | $192.6M | $109.0M | ||
| Q4 24 | $252.4M | $187.8M | ||
| Q3 24 | $256.6M | $62.5M | ||
| Q2 24 | $256.5M | $38.9M | ||
| Q1 24 | $252.4M | $103.6M |
净利润
ACLS
ASND
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-65.9M | ||
| Q2 25 | $31.4M | $-42.0M | ||
| Q1 25 | $28.6M | $-102.2M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-107.1M | ||
| Q2 24 | $50.9M | $-118.1M | ||
| Q1 24 | $51.6M | $-141.5M |
毛利率
ACLS
ASND
| Q4 25 | 47.0% | 90.5% | ||
| Q3 25 | 41.6% | 89.5% | ||
| Q2 25 | 44.9% | 80.1% | ||
| Q1 25 | 46.1% | 82.6% | ||
| Q4 24 | 46.0% | 91.9% | ||
| Q3 24 | 42.9% | 80.6% | ||
| Q2 24 | 43.8% | 68.2% | ||
| Q1 24 | 46.0% | 92.1% |
营业利润率
ACLS
ASND
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | 5.1% | ||
| Q2 25 | 14.9% | -33.5% | ||
| Q1 25 | 15.1% | -103.2% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | -167.3% | ||
| Q2 24 | 20.6% | -370.2% | ||
| Q1 24 | 22.4% | -51.2% |
净利率
ACLS
ASND
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -28.5% | ||
| Q2 25 | 16.1% | -24.6% | ||
| Q1 25 | 14.8% | -93.7% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -171.5% | ||
| Q2 24 | 19.8% | -303.9% | ||
| Q1 24 | 20.4% | -136.6% |
每股收益(稀释后)
ACLS
ASND
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | — | ||
| Q1 24 | $1.57 | — |
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 | $665.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $-175.8M |
| 总资产 | $1.4B | $1.4B |
| 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
ACLS
ASND
| Q4 25 | $374.3M | $665.3M | ||
| Q3 25 | $449.6M | $582.2M | ||
| Q2 25 | $549.8M | $533.6M | ||
| Q1 25 | $587.1M | $559.4M | ||
| Q4 24 | $571.3M | $604.3M | ||
| Q3 24 | $579.4M | $675.6M | ||
| Q2 24 | $548.3M | $279.4M | ||
| Q1 24 | $530.2M | $345.9M |
股东权益
ACLS
ASND
| Q4 25 | $1.0B | $-175.8M | ||
| Q3 25 | $1.0B | $-188.0M | ||
| Q2 25 | $1.0B | $-202.6M | ||
| Q1 25 | $1.0B | $-205.0M | ||
| Q4 24 | $1.0B | $-114.2M | ||
| Q3 24 | $975.6M | $-105.1M | ||
| Q2 24 | $934.9M | $-346.8M | ||
| Q1 24 | $901.7M | $-257.2M |
总资产
ACLS
ASND
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $819.0M | ||
| Q1 24 | $1.3B | $866.7M |
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 | $58.2M |
| 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× | — |
| 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
ACLS
ASND
| Q4 25 | $-6.6M | $58.2M | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | — | ||
| Q1 25 | $39.8M | $-15.5M | ||
| Q4 24 | $12.8M | $-330.7M | ||
| Q3 24 | $45.7M | — | ||
| Q2 24 | $40.1M | — | ||
| Q1 24 | $42.2M | $-109.7M |
自由现金流
ACLS
ASND
| 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
ACLS
ASND
| 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
ACLS
ASND
| 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
ACLS
ASND
| 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% |
ASND
暂无分部数据