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AXCELIS TECHNOLOGIES INC（ACLS）与Mission Produce, Inc.（AVO）财务数据对比。点击上方公司名可切换其他公司
Mission Produce, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.3倍（$319.0M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 5.0%，领先9.4%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -10.0%），Mission Produce, Inc.自由现金流更多（$55.6M vs $-8.9M），过去两年Mission Produce, Inc.的营收复合增速更高（11.0% 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。
根据现有信息，该描述将Mission Produce, Inc.错误混淆为一家日本电子游戏企业。原描述提及这家企业由前IREM员工于1990年4月6日创立，曾为艾尼克斯、哈德森开发多款游戏，作品覆盖街机、超级任天堂、Nintendo 64、PlayStation等多个平台。
ACLS vs AVO — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $319.0M |
| 净利润 | $34.3M | $16.0M |
| 毛利率 | 47.0% | 17.5% |
| 营业利润率 | 15.2% | 8.8% |
| 净利率 | 14.4% | 5.0% |
| 营收同比 | -5.6% | -10.0% |
| 净利润同比 | -31.3% | -7.5% |
| 每股收益（稀释后） | $1.11 | $0.23 |
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
| Q4 25 | $238.3M | $319.0M | ||
| Q3 25 | $213.6M | $357.7M | ||
| Q2 25 | $194.5M | $380.3M | ||
| Q1 25 | $192.6M | $334.2M | ||
| Q4 24 | $252.4M | $354.4M | ||
| Q3 24 | $256.6M | $324.0M | ||
| Q2 24 | $256.5M | $297.6M | ||
| Q1 24 | $252.4M | $258.7M |
| Q4 25 | $34.3M | $16.0M | ||
| Q3 25 | $26.0M | $14.7M | ||
| Q2 25 | $31.4M | $3.1M | ||
| Q1 25 | $28.6M | $3.9M | ||
| Q4 24 | $50.0M | $17.3M | ||
| Q3 24 | $48.6M | $12.4M | ||
| Q2 24 | $50.9M | $7.0M | ||
| Q1 24 | $51.6M | $0 |
| Q4 25 | 47.0% | 17.5% | ||
| Q3 25 | 41.6% | 12.6% | ||
| Q2 25 | 44.9% | 7.5% | ||
| Q1 25 | 46.1% | 9.4% | ||
| Q4 24 | 46.0% | 15.7% | ||
| Q3 24 | 42.9% | 11.4% | ||
| Q2 24 | 43.8% | 10.4% | ||
| Q1 24 | 46.0% | 11.1% |
| Q4 25 | 15.2% | 8.8% | ||
| Q3 25 | 11.7% | 5.9% | ||
| Q2 25 | 14.9% | 1.8% | ||
| Q1 25 | 15.1% | 2.8% | ||
| Q4 24 | 21.6% | 8.1% | ||
| Q3 24 | 18.3% | 5.2% | ||
| Q2 24 | 20.6% | 4.1% | ||
| Q1 24 | 22.4% | 3.1% |
| Q4 25 | 14.4% | 5.0% | ||
| Q3 25 | 12.2% | 4.1% | ||
| Q2 25 | 16.1% | 0.8% | ||
| Q1 25 | 14.8% | 1.2% | ||
| Q4 24 | 19.8% | 4.9% | ||
| Q3 24 | 18.9% | 3.8% | ||
| Q2 24 | 19.8% | 2.4% | ||
| Q1 24 | 20.4% | — |
| Q4 25 | $1.11 | $0.23 | ||
| Q3 25 | $0.83 | $0.21 | ||
| Q2 25 | $0.98 | $0.04 | ||
| Q1 25 | $0.88 | $0.05 | ||
| Q4 24 | $1.54 | $0.25 | ||
| Q3 24 | $1.49 | $0.17 | ||
| Q2 24 | $1.55 | $0.10 | ||
| Q1 24 | $1.57 | $0.00 |
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 | $64.8M |
| 总债务越低越好 | — | $95.8M |
| 股东权益账面价值 | $1.0B | $587.3M |
| 总资产 | $1.4B | $983.0M |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $64.8M | ||
| Q3 25 | $449.6M | $43.7M | ||
| Q2 25 | $549.8M | $36.7M | ||
| Q1 25 | $587.1M | $40.1M | ||
| Q4 24 | $571.3M | $58.0M | ||
| Q3 24 | $579.4M | $49.5M | ||
| Q2 24 | $548.3M | $46.2M | ||
| Q1 24 | $530.2M | $39.9M |
| Q4 25 | — | $95.8M | ||
| Q3 25 | — | $131.5M | ||
| Q2 25 | — | $147.2M | ||
| Q1 25 | — | $117.9M | ||
| Q4 24 | — | $113.7M | ||
| Q3 24 | — | $134.4M | ||
| Q2 24 | — | $170.2M | ||
| Q1 24 | — | $156.1M |
| Q4 25 | $1.0B | $587.3M | ||
| Q3 25 | $1.0B | $568.7M | ||
| Q2 25 | $1.0B | $552.3M | ||
| Q1 25 | $1.0B | $550.8M | ||
| Q4 24 | $1.0B | $547.3M | ||
| Q3 24 | $975.6M | $527.3M | ||
| Q2 24 | $934.9M | $513.3M | ||
| Q1 24 | $901.7M | $505.1M |
| Q4 25 | $1.4B | $983.0M | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $997.8M | ||
| Q4 24 | $1.3B | $971.5M | ||
| Q3 24 | $1.3B | $959.9M | ||
| Q2 24 | $1.3B | $966.9M | ||
| Q1 24 | $1.3B | $937.5M |
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.31× |
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 | $67.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $55.6M |
| 自由现金流率自由现金流/营收 | -3.7% | 17.4% |
| 资本支出强度资本支出/营收 | 1.0% | 3.6% |
| 现金转化率经营现金流/净利润 | -0.19× | 4.20× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $37.2M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $67.2M | ||
| Q3 25 | $45.4M | $34.4M | ||
| Q2 25 | $39.7M | $-11.8M | ||
| Q1 25 | $39.8M | $-1.2M | ||
| Q4 24 | $12.8M | $38.0M | ||
| Q3 24 | $45.7M | $42.5M | ||
| Q2 24 | $40.1M | $3.4M | ||
| Q1 24 | $42.2M | $9.5M |
| Q4 25 | $-8.9M | $55.6M | ||
| Q3 25 | $43.3M | $22.6M | ||
| Q2 25 | $37.7M | $-25.0M | ||
| Q1 25 | $34.8M | $-16.0M | ||
| Q4 24 | $8.1M | $31.1M | ||
| Q3 24 | $41.8M | $34.9M | ||
| Q2 24 | $38.1M | $-4.4M | ||
| Q1 24 | $40.6M | $-400.0K |
| Q4 25 | -3.7% | 17.4% | ||
| Q3 25 | 20.3% | 6.3% | ||
| Q2 25 | 19.4% | -6.6% | ||
| Q1 25 | 18.1% | -4.8% | ||
| Q4 24 | 3.2% | 8.8% | ||
| Q3 24 | 16.3% | 10.8% | ||
| Q2 24 | 14.8% | -1.5% | ||
| Q1 24 | 16.1% | -0.2% |
| Q4 25 | 1.0% | 3.6% | ||
| Q3 25 | 0.9% | 3.3% | ||
| Q2 25 | 1.0% | 3.5% | ||
| Q1 25 | 2.6% | 4.4% | ||
| Q4 24 | 1.8% | 1.9% | ||
| Q3 24 | 1.5% | 2.3% | ||
| Q2 24 | 0.8% | 2.6% | ||
| Q1 24 | 0.6% | 3.8% |
| Q4 25 | -0.19× | 4.20× | ||
| Q3 25 | 1.75× | 2.34× | ||
| Q2 25 | 1.27× | -3.81× | ||
| Q1 25 | 1.39× | -0.31× | ||
| Q4 24 | 0.26× | 2.20× | ||
| Q3 24 | 0.94× | 3.43× | ||
| Q2 24 | 0.79× | 0.49× | ||
| 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% |
AVO
| Avocado | $256.9M | 81% |
| Blueberry | $36.5M | 11% |
| Mango | $18.7M | 6% |
| Other | $6.9M | 2% |
