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AXCELIS TECHNOLOGIES INC（ACLS）与Azenta, Inc.（AZTA）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Azenta, Inc.的1.6倍（$238.3M vs $148.6M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -10.4%，领先24.8%）。Azenta, Inc.同比增速更快（0.8% vs -5.6%）。Azenta, Inc.自由现金流更多（$14.7M vs $-8.9M）。过去两年Azenta, Inc.的营收复合增速更高（4.4% 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。
Azenta成立于1978年，总部位于美国马萨诸塞州切姆斯福德，是全球知名的生命科学服务提供商，核心业务覆盖基因组学、低温存储、自动化解决方案及信息学服务，为生命科学领域研究及产业客户提供专业技术支持。
ACLS vs AZTA — 直观对比
营收规模更大
ACLS
是对方的1.6倍
$148.6M
营收增速更快
AZTA
高出6.3%
-5.6%
净利率更高
ACLS
高出24.8%
-10.4%
自由现金流更多
AZTA
多$23.6M
$-8.9M
两年增速更快
AZTA
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $148.6M |
| 净利润 | $34.3M | $-15.4M |
| 毛利率 | 47.0% | 42.9% |
| 营业利润率 | 15.2% | -4.9% |
| 净利率 | 14.4% | -10.4% |
| 营收同比 | -5.6% | 0.8% |
| 净利润同比 | -31.3% | -15.7% |
| 每股收益（稀释后） | $1.11 | $-0.34 |
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ACLSAZTA
| Q4 25 | $238.3M | $148.6M | ||
| Q3 25 | $213.6M | $159.2M | ||
| Q2 25 | $194.5M | $143.9M | ||
| Q1 25 | $192.6M | $143.3M | ||
| Q4 24 | $252.4M | $147.4M | ||
| Q3 24 | $256.6M | $150.6M | ||
| Q2 24 | $256.5M | $144.3M | ||
| Q1 24 | $252.4M | $136.4M |
净利润ACLSAZTA
| Q4 25 | $34.3M | $-15.4M | ||
| Q3 25 | $26.0M | $50.9M | ||
| Q2 25 | $31.4M | $-48.0M | ||
| Q1 25 | $28.6M | $-47.7M | ||
| Q4 24 | $50.0M | $-11.0M | ||
| Q3 24 | $48.6M | $-6.6M | ||
| Q2 24 | $50.9M | $-6.6M | ||
| Q1 24 | $51.6M | $-137.4M |
毛利率ACLSAZTA
| Q4 25 | 47.0% | 42.9% | ||
| Q3 25 | 41.6% | 45.4% | ||
| Q2 25 | 44.9% | 46.2% | ||
| Q1 25 | 46.1% | 43.8% | ||
| Q4 24 | 46.0% | 46.7% | ||
| Q3 24 | 42.9% | 45.5% | ||
| Q2 24 | 43.8% | 44.8% | ||
| Q1 24 | 46.0% | 43.8% |
营业利润率ACLSAZTA
| Q4 25 | 15.2% | -4.9% | ||
| Q3 25 | 11.7% | 1.2% | ||
| Q2 25 | 14.9% | -1.3% | ||
| Q1 25 | 15.1% | -12.7% | ||
| Q4 24 | 21.6% | -5.9% | ||
| Q3 24 | 18.3% | -3.1% | ||
| Q2 24 | 20.6% | -4.9% | ||
| Q1 24 | 22.4% | -18.1% |
净利率ACLSAZTA
| Q4 25 | 14.4% | -10.4% | ||
| Q3 25 | 12.2% | 32.0% | ||
| Q2 25 | 16.1% | -33.4% | ||
| Q1 25 | 14.8% | -33.3% | ||
| Q4 24 | 19.8% | -7.5% | ||
| Q3 24 | 18.9% | -4.4% | ||
| Q2 24 | 19.8% | -4.5% | ||
| Q1 24 | 20.4% | -100.8% |
每股收益（稀释后）ACLSAZTA
| Q4 25 | $1.11 | $-0.34 | ||
| Q3 25 | $0.83 | $1.12 | ||
| Q2 25 | $0.98 | $-1.05 | ||
| Q1 25 | $0.88 | $-1.04 | ||
| Q4 24 | $1.54 | $-0.25 | ||
| Q3 24 | $1.49 | $-0.25 | ||
| Q2 24 | $1.55 | $-0.12 | ||
| Q1 24 | $1.57 | $-2.48 |
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 | $336.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.7B |
| 总资产 | $1.4B | $2.1B |
| 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ACLSAZTA
| Q4 25 | $374.3M | $336.6M | ||
| Q3 25 | $449.6M | $279.8M | ||
| Q2 25 | $549.8M | $270.0M | ||
| Q1 25 | $587.1M | $253.6M | ||
| Q4 24 | $571.3M | $377.5M | ||
| Q3 24 | $579.4M | $280.0M | ||
| Q2 24 | $548.3M | $336.5M | ||
| Q1 24 | $530.2M | $353.5M |
股东权益ACLSAZTA
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $975.6M | $1.8B | ||
| Q2 24 | $934.9M | $2.0B | ||
| Q1 24 | $901.7M | $2.2B |
总资产ACLSAZTA
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.3B | $2.3B | ||
| Q1 24 | $1.3B | $2.6B |
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 | $20.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $14.7M |
| 自由现金流率自由现金流/营收 | -3.7% | 9.9% |
| 资本支出强度资本支出/营收 | 1.0% | 4.2% |
| 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 | $30.9M |
8季度趋势，按日历期对齐
经营现金流ACLSAZTA
| Q4 25 | $-6.6M | $20.8M | ||
| Q3 25 | $45.4M | $2.2M | ||
| Q2 25 | $39.7M | $25.8M | ||
| Q1 25 | $39.8M | $14.4M | ||
| Q4 24 | $12.8M | $29.8M | ||
| Q3 24 | $45.7M | $17.7M | ||
| Q2 24 | $40.1M | $9.8M | ||
| Q1 24 | $42.2M | $8.7M |
自由现金流ACLSAZTA
| Q4 25 | $-8.9M | $14.7M | ||
| Q3 25 | $43.3M | $-5.7M | ||
| Q2 25 | $37.7M | $15.0M | ||
| Q1 25 | $34.8M | $7.0M | ||
| Q4 24 | $8.1M | $22.0M | ||
| Q3 24 | $41.8M | $8.3M | ||
| Q2 24 | $38.1M | $1.3M | ||
| Q1 24 | $40.6M | $428.0K |
自由现金流率ACLSAZTA
| Q4 25 | -3.7% | 9.9% | ||
| Q3 25 | 20.3% | -3.6% | ||
| Q2 25 | 19.4% | 10.4% | ||
| Q1 25 | 18.1% | 4.9% | ||
| Q4 24 | 3.2% | 15.0% | ||
| Q3 24 | 16.3% | 5.5% | ||
| Q2 24 | 14.8% | 0.9% | ||
| Q1 24 | 16.1% | 0.3% |
资本支出强度ACLSAZTA
| Q4 25 | 1.0% | 4.2% | ||
| Q3 25 | 0.9% | 4.9% | ||
| Q2 25 | 1.0% | 7.5% | ||
| Q1 25 | 2.6% | 5.2% | ||
| Q4 24 | 1.8% | 5.3% | ||
| Q3 24 | 1.5% | 6.2% | ||
| Q2 24 | 0.8% | 5.9% | ||
| Q1 24 | 0.6% | 6.1% |
现金转化率ACLSAZTA
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 0.04× | ||
| 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% |
AZTA
| Multiomics | $67.2M | 45% |
| Core Products | $47.6M | 32% |
| Sample Repository Solutions | $33.8M | 23% |
