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AXCELIS TECHNOLOGIES INC（ACLS）与AMTECH SYSTEMS INC（ASYS）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AMTECH SYSTEMS INC的12.6倍（$238.3M vs $19.0M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 0.6%，领先13.8%）。AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -22.2%）。AMTECH SYSTEMS INC自由现金流更多（$3.8M vs $-8.9M）。过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -13.6%）
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。
Amtech Systems Inc是一家全球领先的热处理及自动化设备制造商，核心产品面向半导体、光伏太阳能、LED生产领域，覆盖焊接、扩散、沉积等工艺设备，主要市场包括北美、东亚及西欧，服务电子元器件、清洁能源制造领域的头部客户。
ACLS vs ASYS — 直观对比
营收规模更大
ACLS
是对方的12.6倍
$19.0M
营收增速更快
ACLS
高出16.6%
-22.2%
净利率更高
ACLS
高出13.8%
0.6%
自由现金流更多
ASYS
多$12.7M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-13.6%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $19.0M |
| 净利润 | $34.3M | $108.0K |
| 毛利率 | 47.0% | 44.8% |
| 营业利润率 | 15.2% | 4.1% |
| 净利率 | 14.4% | 0.6% |
| 营收同比 | -5.6% | -22.2% |
| 净利润同比 | -31.3% | -65.4% |
| 每股收益（稀释后） | $1.11 | $0.01 |
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ACLSASYS
| Q4 25 | $238.3M | $19.0M | ||
| Q3 25 | $213.6M | $19.8M | ||
| Q2 25 | $194.5M | $19.6M | ||
| Q1 25 | $192.6M | $15.6M | ||
| Q4 24 | $252.4M | $24.4M | ||
| Q3 24 | $256.6M | $24.1M | ||
| Q2 24 | $256.5M | $26.7M | ||
| Q1 24 | $252.4M | $25.4M |
净利润ACLSASYS
| Q4 25 | $34.3M | $108.0K | ||
| Q3 25 | $26.0M | $1.1M | ||
| Q2 25 | $31.4M | $106.0K | ||
| Q1 25 | $28.6M | $-31.8M | ||
| Q4 24 | $50.0M | $312.0K | ||
| Q3 24 | $48.6M | $-536.0K | ||
| Q2 24 | $50.9M | $438.0K | ||
| Q1 24 | $51.6M | $970.0K |
毛利率ACLSASYS
| Q4 25 | 47.0% | 44.8% | ||
| Q3 25 | 41.6% | 44.4% | ||
| Q2 25 | 44.9% | 46.7% | ||
| Q1 25 | 46.1% | -2.1% | ||
| Q4 24 | 46.0% | 38.4% | ||
| Q3 24 | 42.9% | 40.7% | ||
| Q2 24 | 43.8% | 36.5% | ||
| Q1 24 | 46.0% | 33.2% |
营业利润率ACLSASYS
| Q4 25 | 15.2% | 4.1% | ||
| Q3 25 | 11.7% | 9.3% | ||
| Q2 25 | 14.9% | 4.7% | ||
| Q1 25 | 15.1% | -202.7% | ||
| Q4 24 | 21.6% | 1.4% | ||
| Q3 24 | 18.3% | 0.1% | ||
| Q2 24 | 20.6% | 3.1% | ||
| Q1 24 | 22.4% | 5.4% |
净利率ACLSASYS
| Q4 25 | 14.4% | 0.6% | ||
| Q3 25 | 12.2% | 5.4% | ||
| Q2 25 | 16.1% | 0.5% | ||
| Q1 25 | 14.8% | -204.2% | ||
| Q4 24 | 19.8% | 1.3% | ||
| Q3 24 | 18.9% | -2.2% | ||
| Q2 24 | 19.8% | 1.6% | ||
| Q1 24 | 20.4% | 3.8% |
每股收益（稀释后）ACLSASYS
| Q4 25 | $1.11 | $0.01 | ||
| Q3 25 | $0.83 | $0.08 | ||
| Q2 25 | $0.98 | $0.01 | ||
| Q1 25 | $0.88 | $-2.23 | ||
| Q4 24 | $1.54 | $0.02 | ||
| Q3 24 | $1.49 | $-0.04 | ||
| Q2 24 | $1.55 | $0.03 | ||
| Q1 24 | $1.57 | $0.07 |
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 | $22.1M |
| 总债务越低越好 | — | $162.0K |
| 股东权益账面价值 | $1.0B | $54.1M |
| 总资产 | $1.4B | $94.1M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ACLSASYS
| Q4 25 | $374.3M | $22.1M | ||
| Q3 25 | $449.6M | $17.9M | ||
| Q2 25 | $549.8M | $15.6M | ||
| Q1 25 | $587.1M | $13.4M | ||
| Q4 24 | $571.3M | $13.2M | ||
| Q3 24 | $579.4M | $11.1M | ||
| Q2 24 | $548.3M | $13.2M | ||
| Q1 24 | $530.2M | $13.0M |
总债务ACLSASYS
| Q4 25 | — | $162.0K | ||
| Q3 25 | — | $168.0K | ||
| Q2 25 | — | $127.0K | ||
| Q1 25 | — | $135.0K | ||
| Q4 24 | — | $161.0K | ||
| Q3 24 | — | $189.0K | ||
| Q2 24 | — | $177.0K | ||
| Q1 24 | — | $65.0K |
股东权益ACLSASYS
| Q4 25 | $1.0B | $54.1M | ||
| Q3 25 | $1.0B | $53.4M | ||
| Q2 25 | $1.0B | $51.7M | ||
| Q1 25 | $1.0B | $51.0M | ||
| Q4 24 | $1.0B | $82.4M | ||
| Q3 24 | $975.6M | $82.4M | ||
| Q2 24 | $934.9M | $81.7M | ||
| Q1 24 | $901.7M | $80.9M |
总资产ACLSASYS
| Q4 25 | $1.4B | $94.1M | ||
| Q3 25 | $1.4B | $92.9M | ||
| Q2 25 | $1.3B | $89.5M | ||
| Q1 25 | $1.3B | $83.4M | ||
| Q4 24 | $1.3B | $117.8M | ||
| Q3 24 | $1.3B | $119.3M | ||
| Q2 24 | $1.3B | $127.1M | ||
| Q1 24 | $1.3B | $116.5M |
负债/权益比ACLSASYS
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $4.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $3.8M |
| 自由现金流率自由现金流/营收 | -3.7% | 20.2% |
| 资本支出强度资本支出/营收 | 1.0% | 1.5% |
| 现金转化率经营现金流/净利润 | -0.19× | 37.99× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $8.0M |
8季度趋势，按日历期对齐
经营现金流ACLSASYS
| Q4 25 | $-6.6M | $4.1M | ||
| Q3 25 | $45.4M | $2.3M | ||
| Q2 25 | $39.7M | $2.5M | ||
| Q1 25 | $39.8M | $210.0K | ||
| Q4 24 | $12.8M | $2.9M | ||
| Q3 24 | $45.7M | $879.0K | ||
| Q2 24 | $40.1M | $3.7M | ||
| Q1 24 | $42.2M | $336.0K |
自由现金流ACLSASYS
| Q4 25 | $-8.9M | $3.8M | ||
| Q3 25 | $43.3M | $2.0M | ||
| Q2 25 | $37.7M | $2.0M | ||
| Q1 25 | $34.8M | $201.0K | ||
| Q4 24 | $8.1M | $2.7M | ||
| Q3 24 | $41.8M | $447.0K | ||
| Q2 24 | $38.1M | $322.0K | ||
| Q1 24 | $40.6M | $-884.0K |
自由现金流率ACLSASYS
| Q4 25 | -3.7% | 20.2% | ||
| Q3 25 | 20.3% | 10.2% | ||
| Q2 25 | 19.4% | 10.1% | ||
| Q1 25 | 18.1% | 1.3% | ||
| Q4 24 | 3.2% | 11.2% | ||
| Q3 24 | 16.3% | 1.9% | ||
| Q2 24 | 14.8% | 1.2% | ||
| Q1 24 | 16.1% | -3.5% |
资本支出强度ACLSASYS
| Q4 25 | 1.0% | 1.5% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.0% | 2.8% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 1.5% | 1.8% | ||
| Q2 24 | 0.8% | 12.5% | ||
| Q1 24 | 0.6% | 4.8% |
现金转化率ACLSASYS
| Q4 25 | -0.19× | 37.99× | ||
| Q3 25 | 1.75× | 2.12× | ||
| Q2 25 | 1.27× | 23.89× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 9.19× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 8.35× | ||
| Q1 24 | 0.82× | 0.35× |
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% |
ASYS
| Thermal Processing Solutions | $14.0M | 74% |
| Semiconductor Fabrication Solutions | $5.0M | 26% |
