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AXCELIS TECHNOLOGIES INC（ACLS）与Bandwidth Inc.（BAND）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Bandwidth Inc.的1.1倍（$238.3M vs $208.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.9%，领先12.5%），Bandwidth Inc.同比增速更快（20.1% vs -5.6%），Bandwidth Inc.自由现金流更多（$-1.0M vs $-8.9M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% 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。
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
ACLS vs BAND — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$208.8M
营收增速更快
BAND
高出25.7%
-5.6%
净利率更高
ACLS
高出12.5%
1.9%
自由现金流更多
BAND
多$7.9M
$-8.9M
两年增速更快
BAND
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $208.8M |
| 净利润 | $34.3M | $4.0M |
| 毛利率 | 47.0% | 37.3% |
| 营业利润率 | 15.2% | 60.5% |
| 净利率 | 14.4% | 1.9% |
| 营收同比 | -5.6% | 20.1% |
| 净利润同比 | -31.3% | 200.0% |
| 每股收益（稀释后） | $1.11 | $-0.08 |
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ACLSBAND
| Q1 26 | — | $208.8M | ||
| Q4 25 | $238.3M | $207.7M | ||
| Q3 25 | $213.6M | $191.9M | ||
| Q2 25 | $194.5M | $180.0M | ||
| Q1 25 | $192.6M | $174.2M | ||
| Q4 24 | $252.4M | $210.0M | ||
| Q3 24 | $256.6M | $193.9M | ||
| Q2 24 | $256.5M | $173.6M |
净利润ACLSBAND
| Q1 26 | — | $4.0M | ||
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-1.2M | ||
| Q2 25 | $31.4M | $-4.9M | ||
| Q1 25 | $28.6M | $-3.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $413.0K | ||
| Q2 24 | $50.9M | $4.1M |
毛利率ACLSBAND
| Q1 26 | — | 37.3% | ||
| Q4 25 | 47.0% | 37.6% | ||
| Q3 25 | 41.6% | 38.5% | ||
| Q2 25 | 44.9% | 39.8% | ||
| Q1 25 | 46.1% | 41.0% | ||
| Q4 24 | 46.0% | 36.4% | ||
| Q3 24 | 42.9% | 37.7% | ||
| Q2 24 | 43.8% | 37.3% |
营业利润率ACLSBAND
| Q1 26 | — | 60.5% | ||
| Q4 25 | 15.2% | -1.9% | ||
| Q3 25 | 11.7% | -1.0% | ||
| Q2 25 | 14.9% | -2.1% | ||
| Q1 25 | 15.1% | -2.7% | ||
| Q4 24 | 21.6% | -1.3% | ||
| Q3 24 | 18.3% | -0.5% | ||
| Q2 24 | 20.6% | -3.5% |
净利率ACLSBAND
| Q1 26 | — | 1.9% | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -0.6% | ||
| Q2 25 | 16.1% | -2.7% | ||
| Q1 25 | 14.8% | -2.1% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 0.2% | ||
| Q2 24 | 19.8% | 2.3% |
每股收益（稀释后）ACLSBAND
| Q1 26 | — | $-0.08 | ||
| Q4 25 | $1.11 | $-0.10 | ||
| Q3 25 | $0.83 | $-0.04 | ||
| Q2 25 | $0.98 | $-0.16 | ||
| Q1 25 | $0.88 | $-0.13 | ||
| Q4 24 | $1.54 | $0.27 | ||
| Q3 24 | $1.49 | $0.01 | ||
| Q2 24 | $1.55 | $-0.17 |
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 | $47.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $405.7M |
| 总资产 | $1.4B | $984.2M |
| 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ACLSBAND
| Q1 26 | — | $47.3M | ||
| Q4 25 | $374.3M | $111.3M | ||
| Q3 25 | $449.6M | $80.4M | ||
| Q2 25 | $549.8M | $68.1M | ||
| Q1 25 | $587.1M | $41.7M | ||
| Q4 24 | $571.3M | $83.8M | ||
| Q3 24 | $579.4M | $79.9M | ||
| Q2 24 | $548.3M | $76.4M |
股东权益ACLSBAND
| Q1 26 | — | $405.7M | ||
| Q4 25 | $1.0B | $400.0M | ||
| Q3 25 | $1.0B | $392.7M | ||
| Q2 25 | $1.0B | $384.5M | ||
| Q1 25 | $1.0B | $345.4M | ||
| Q4 24 | $1.0B | $312.5M | ||
| Q3 24 | $975.6M | $336.6M | ||
| Q2 24 | $934.9M | $307.4M |
总资产ACLSBAND
| Q1 26 | — | $984.2M | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $964.4M | ||
| Q4 24 | $1.3B | $989.2M | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.3B | $1.0B |
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 | $-1.0M |
| 自由现金流率自由现金流/营收 | -3.7% | -0.5% |
| 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ACLSBAND
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $38.6M | ||
| Q3 25 | $45.4M | $22.2M | ||
| Q2 25 | $39.7M | $31.7M | ||
| Q1 25 | $39.8M | $-3.1M | ||
| Q4 24 | $12.8M | $36.5M | ||
| Q3 24 | $45.7M | $20.5M | ||
| Q2 24 | $40.1M | $24.4M |
自由现金流ACLSBAND
| Q1 26 | — | $-1.0M | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — |
自由现金流率ACLSBAND
| Q1 26 | — | -0.5% | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度ACLSBAND
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ACLSBAND
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 49.55× | ||
| Q2 24 | 0.79× | 6.03× |
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% |
BAND
暂无分部数据
