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AXCELIS TECHNOLOGIES INC（ACLS）与Axos Financial, Inc.（AX）财务数据对比。点击上方公司名可切换其他公司
Axos Financial, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$392.2M vs $238.3M），Axos Financial, Inc.净利率更高（31.8% vs 14.4%，领先17.4%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% 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。
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
ACLS vs AX — 直观对比
营收规模更大
AX
是对方的1.6倍
$238.3M
净利率更高
AX
高出17.4%
14.4%
两年增速更快
AX
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $392.2M |
| 净利润 | $34.3M | $124.7M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 31.8% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | 18.5% |
| 每股收益（稀释后） | $1.11 | $2.15 |
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ACLSAX
| Q1 26 | — | $392.2M | ||
| Q4 25 | $238.3M | $385.1M | ||
| Q3 25 | $213.6M | $323.4M | ||
| Q2 25 | $194.5M | $321.4M | ||
| Q1 25 | $192.6M | $308.8M | ||
| Q4 24 | $252.4M | $307.9M | ||
| Q3 24 | $256.6M | $320.7M | ||
| Q2 24 | $256.5M | $290.9M |
净利润ACLSAX
| Q1 26 | — | $124.7M | ||
| Q4 25 | $34.3M | $128.4M | ||
| Q3 25 | $26.0M | $112.4M | ||
| Q2 25 | $31.4M | $110.7M | ||
| Q1 25 | $28.6M | $105.2M | ||
| Q4 24 | $50.0M | $104.7M | ||
| Q3 24 | $48.6M | $112.3M | ||
| Q2 24 | $50.9M | $104.9M |
毛利率ACLSAX
| 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ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 45.6% | ||
| Q3 25 | 11.7% | 46.3% | ||
| Q2 25 | 14.9% | 48.5% | ||
| Q1 25 | 15.1% | 47.9% | ||
| Q4 24 | 21.6% | 48.8% | ||
| Q3 24 | 18.3% | 49.6% | ||
| Q2 24 | 20.6% | 49.6% |
净利率ACLSAX
| Q1 26 | — | 31.8% | ||
| Q4 25 | 14.4% | 33.3% | ||
| Q3 25 | 12.2% | 34.7% | ||
| Q2 25 | 16.1% | 34.4% | ||
| Q1 25 | 14.8% | 34.1% | ||
| Q4 24 | 19.8% | 34.0% | ||
| Q3 24 | 18.9% | 35.0% | ||
| Q2 24 | 19.8% | 36.0% |
每股收益（稀释后）ACLSAX
| Q1 26 | — | $2.15 | ||
| Q4 25 | $1.11 | $2.22 | ||
| Q3 25 | $0.83 | $1.94 | ||
| Q2 25 | $0.98 | $1.89 | ||
| Q1 25 | $0.88 | $1.81 | ||
| Q4 24 | $1.54 | $1.80 | ||
| Q3 24 | $1.49 | $1.93 | ||
| Q2 24 | $1.55 | $1.75 |
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 | $3.1B |
| 总资产 | $1.4B | $29.2B |
| 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ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | $1.0B | ||
| Q3 25 | $449.6M | $2.6B | ||
| Q2 25 | $549.8M | $1.9B | ||
| Q1 25 | $587.1M | $2.0B | ||
| Q4 24 | $571.3M | $2.4B | ||
| Q3 24 | $579.4M | $2.6B | ||
| Q2 24 | $548.3M | $2.0B |
总债务ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $312.7M | ||
| Q1 25 | — | $377.4M | ||
| Q4 24 | — | $358.7M | ||
| Q3 24 | — | $313.5M | ||
| Q2 24 | — | $325.7M |
股东权益ACLSAX
| Q1 26 | — | $3.1B | ||
| Q4 25 | $1.0B | $2.9B | ||
| Q3 25 | $1.0B | $2.8B | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | $1.0B | $2.6B | ||
| Q4 24 | $1.0B | $2.5B | ||
| Q3 24 | $975.6M | $2.4B | ||
| Q2 24 | $934.9M | $2.3B |
总资产ACLSAX
| Q1 26 | — | $29.2B | ||
| Q4 25 | $1.4B | $28.2B | ||
| Q3 25 | $1.4B | $27.4B | ||
| Q2 25 | $1.3B | $24.8B | ||
| Q1 25 | $1.3B | $24.0B | ||
| Q4 24 | $1.3B | $23.7B | ||
| Q3 24 | $1.3B | $23.6B | ||
| Q2 24 | $1.3B | $22.9B |
负债/权益比ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $104.1M | ||
| Q3 25 | $45.4M | $118.4M | ||
| Q2 25 | $39.7M | $490.3M | ||
| Q1 25 | $39.8M | $73.7M | ||
| Q4 24 | $12.8M | $162.5M | ||
| Q3 24 | $45.7M | $70.8M | ||
| Q2 24 | $40.1M | $305.5M |
自由现金流ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $85.4M | ||
| Q3 25 | $43.3M | $109.3M | ||
| Q2 25 | $37.7M | $436.1M | ||
| Q1 25 | $34.8M | $65.1M | ||
| Q4 24 | $8.1M | $156.4M | ||
| Q3 24 | $41.8M | $53.0M | ||
| Q2 24 | $38.1M | $269.5M |
自由现金流率ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 22.2% | ||
| Q3 25 | 20.3% | 33.8% | ||
| Q2 25 | 19.4% | 135.7% | ||
| Q1 25 | 18.1% | 21.1% | ||
| Q4 24 | 3.2% | 50.8% | ||
| Q3 24 | 16.3% | 16.5% | ||
| Q2 24 | 14.8% | 92.6% |
资本支出强度ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 4.9% | ||
| Q3 25 | 0.9% | 2.8% | ||
| Q2 25 | 1.0% | 16.9% | ||
| Q1 25 | 2.6% | 2.8% | ||
| Q4 24 | 1.8% | 2.0% | ||
| Q3 24 | 1.5% | 5.5% | ||
| Q2 24 | 0.8% | 12.4% |
现金转化率ACLSAX
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 0.81× | ||
| Q3 25 | 1.75× | 1.05× | ||
| Q2 25 | 1.27× | 4.43× | ||
| Q1 25 | 1.39× | 0.70× | ||
| Q4 24 | 0.26× | 1.55× | ||
| Q3 24 | 0.94× | 0.63× | ||
| Q2 24 | 0.79× | 2.91× |
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% |
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
