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AXCELIS TECHNOLOGIES INC（ACLS）与Axon Enterprise（AXON）财务数据对比。点击上方公司名可切换其他公司
Axon Enterprise的季度营收约是AXCELIS TECHNOLOGIES INC的3.3倍（$796.7M vs $238.3M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 0.3%，领先14.0%）。Axon Enterprise同比增速更快（38.9% vs -5.6%）。Axon Enterprise自由现金流更多（$155.4M vs $-8.9M）。过去两年Axon Enterprise的营收复合增速更高（31.5% 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。
Axon Enterprise是总部位于美国亚利桑那州斯科茨代尔的企业，面向军队、执法部门及民用市场开发各类武器装备与相关技术产品，业务覆盖公共安全、国防及民用消费等多个领域，为不同用户群体提供适配的产品解决方案。
ACLS vs AXON — 直观对比
营收规模更大
AXON
是对方的3.3倍
$238.3M
营收增速更快
AXON
高出44.5%
-5.6%
净利率更高
ACLS
高出14.0%
0.3%
自由现金流更多
AXON
多$164.3M
$-8.9M
两年增速更快
AXON
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $796.7M |
| 净利润 | $34.3M | $2.7M |
| 毛利率 | 47.0% | 57.9% |
| 营业利润率 | 15.2% | -6.3% |
| 净利率 | 14.4% | 0.3% |
| 营收同比 | -5.6% | 38.9% |
| 净利润同比 | -31.3% | -98.0% |
| 每股收益（稀释后） | $1.11 | $0.02 |
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ACLSAXON
| Q4 25 | $238.3M | $796.7M | ||
| Q3 25 | $213.6M | $710.6M | ||
| Q2 25 | $194.5M | $668.5M | ||
| Q1 25 | $192.6M | $603.6M | ||
| Q4 24 | $252.4M | $573.4M | ||
| Q3 24 | $256.6M | $544.3M | ||
| Q2 24 | $256.5M | $504.1M | ||
| Q1 24 | $252.4M | $460.7M |
净利润ACLSAXON
| Q4 25 | $34.3M | $2.7M | ||
| Q3 25 | $26.0M | $-2.2M | ||
| Q2 25 | $31.4M | $36.1M | ||
| Q1 25 | $28.6M | $88.0M | ||
| Q4 24 | $50.0M | $136.0M | ||
| Q3 24 | $48.6M | $67.0M | ||
| Q2 24 | $50.9M | $40.8M | ||
| Q1 24 | $51.6M | $133.2M |
毛利率ACLSAXON
| Q4 25 | 47.0% | 57.9% | ||
| Q3 25 | 41.6% | 60.1% | ||
| Q2 25 | 44.9% | 60.4% | ||
| Q1 25 | 46.1% | 60.6% | ||
| Q4 24 | 46.0% | 60.5% | ||
| Q3 24 | 42.9% | 60.8% | ||
| Q2 24 | 43.8% | 60.3% | ||
| Q1 24 | 46.0% | 56.4% |
营业利润率ACLSAXON
| Q4 25 | 15.2% | -6.3% | ||
| Q3 25 | 11.7% | -0.3% | ||
| Q2 25 | 14.9% | -0.2% | ||
| Q1 25 | 15.1% | -1.5% | ||
| Q4 24 | 21.6% | -2.6% | ||
| Q3 24 | 18.3% | 4.4% | ||
| Q2 24 | 20.6% | 6.5% | ||
| Q1 24 | 22.4% | 3.5% |
净利率ACLSAXON
| Q4 25 | 14.4% | 0.3% | ||
| Q3 25 | 12.2% | -0.3% | ||
| Q2 25 | 16.1% | 5.4% | ||
| Q1 25 | 14.8% | 14.6% | ||
| Q4 24 | 19.8% | 23.7% | ||
| Q3 24 | 18.9% | 12.3% | ||
| Q2 24 | 19.8% | 8.1% | ||
| Q1 24 | 20.4% | 28.9% |
每股收益（稀释后）ACLSAXON
| Q4 25 | $1.11 | $0.02 | ||
| Q3 25 | $0.83 | $-0.03 | ||
| Q2 25 | $0.98 | $0.44 | ||
| Q1 25 | $0.88 | $1.08 | ||
| Q4 24 | $1.54 | $1.68 | ||
| Q3 24 | $1.49 | $0.86 | ||
| Q2 24 | $1.55 | $0.53 | ||
| Q1 24 | $1.57 | $1.73 |
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 | $1.7B |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $1.0B | $3.2B |
| 总资产 | $1.4B | $7.0B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资ACLSAXON
| Q4 25 | $374.3M | $1.7B | ||
| Q3 25 | $449.6M | $2.4B | ||
| Q2 25 | $549.8M | $2.1B | ||
| Q1 25 | $587.1M | $2.2B | ||
| Q4 24 | $571.3M | $788.1M | ||
| Q3 24 | $579.4M | $1.0B | ||
| Q2 24 | $548.3M | $968.9M | ||
| Q1 24 | $530.2M | $964.1M |
总债务ACLSAXON
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $680.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSAXON
| Q4 25 | $1.0B | $3.2B | ||
| Q3 25 | $1.0B | $3.0B | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | $1.0B | $2.6B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $975.6M | $2.1B | ||
| Q2 24 | $934.9M | $1.9B | ||
| Q1 24 | $901.7M | $1.8B |
总资产ACLSAXON
| Q4 25 | $1.4B | $7.0B | ||
| Q3 25 | $1.4B | $6.7B | ||
| Q2 25 | $1.3B | $6.2B | ||
| Q1 25 | $1.3B | $6.1B | ||
| Q4 24 | $1.3B | $4.5B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.3B | $3.7B | ||
| Q1 24 | $1.3B | $3.6B |
负债/权益比ACLSAXON
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $217.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $155.4M |
| 自由现金流率自由现金流/营收 | -3.7% | 19.5% |
| 资本支出强度资本支出/营收 | 1.0% | 7.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 79.14× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $75.1M |
8季度趋势，按日历期对齐
经营现金流ACLSAXON
| Q4 25 | $-6.6M | $217.2M | ||
| Q3 25 | $45.4M | $60.0M | ||
| Q2 25 | $39.7M | $-91.7M | ||
| Q1 25 | $39.8M | $25.8M | ||
| Q4 24 | $12.8M | $250.2M | ||
| Q3 24 | $45.7M | $91.3M | ||
| Q2 24 | $40.1M | $82.8M | ||
| Q1 24 | $42.2M | $-15.9M |
自由现金流ACLSAXON
| Q4 25 | $-8.9M | $155.4M | ||
| Q3 25 | $43.3M | $33.4M | ||
| Q2 25 | $37.7M | $-114.7M | ||
| Q1 25 | $34.8M | $932.0K | ||
| Q4 24 | $8.1M | $225.4M | ||
| Q3 24 | $41.8M | $64.8M | ||
| Q2 24 | $38.1M | $71.4M | ||
| Q1 24 | $40.6M | $-32.1M |
自由现金流率ACLSAXON
| Q4 25 | -3.7% | 19.5% | ||
| Q3 25 | 20.3% | 4.7% | ||
| Q2 25 | 19.4% | -17.2% | ||
| Q1 25 | 18.1% | 0.2% | ||
| Q4 24 | 3.2% | 39.3% | ||
| Q3 24 | 16.3% | 11.9% | ||
| Q2 24 | 14.8% | 14.2% | ||
| Q1 24 | 16.1% | -7.0% |
资本支出强度ACLSAXON
| Q4 25 | 1.0% | 7.8% | ||
| Q3 25 | 0.9% | 3.7% | ||
| Q2 25 | 1.0% | 3.4% | ||
| Q1 25 | 2.6% | 4.1% | ||
| Q4 24 | 1.8% | 4.3% | ||
| Q3 24 | 1.5% | 4.9% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 0.6% | 3.5% |
现金转化率ACLSAXON
| Q4 25 | -0.19× | 79.14× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | -2.54× | ||
| Q1 25 | 1.39× | 0.29× | ||
| Q4 24 | 0.26× | 1.84× | ||
| Q3 24 | 0.94× | 1.36× | ||
| Q2 24 | 0.79× | 2.03× | ||
| Q1 24 | 0.82× | -0.12× |
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% |
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
