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AXCELIS TECHNOLOGIES INC（ACLS）与黑莓（BB）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是黑莓的1.7倍（$238.3M vs $141.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 9.7%，领先4.7%），黑莓同比增速更快（-0.8% vs -5.6%），黑莓自由现金流更多（$17.4M vs $-8.9M），过去两年黑莓的营收复合增速更高（17.8% 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。
黑莓有限公司（前身为动态研究公司，简称RIM）是加拿大专注于安全通信与物联网领域的软件企业，成立于1984年。早年曾推出黑莓品牌双向寻呼机、智能手机及平板电脑产品，后续转型提供软件与服务，拥有多项核心软件应用专利。
ACLS vs BB — 直观对比
营收规模更大
ACLS
是对方的1.7倍
$141.8M
营收增速更快
BB
高出4.7%
-5.6%
净利率更高
ACLS
高出4.7%
9.7%
自由现金流更多
BB
多$26.3M
$-8.9M
两年增速更快
BB
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $141.8M |
| 净利润 | $34.3M | $13.7M |
| 毛利率 | 47.0% | 77.5% |
| 营业利润率 | 15.2% | 8.4% |
| 净利率 | 14.4% | 9.7% |
| 营收同比 | -5.6% | -0.8% |
| 净利润同比 | -31.3% | 224.5% |
| 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ACLSBB
| Q4 25 | $238.3M | $141.8M | ||
| Q3 25 | $213.6M | $129.6M | ||
| Q2 25 | $194.5M | $121.7M | ||
| Q1 25 | $192.6M | $141.7M | ||
| Q4 24 | $252.4M | $143.6M | ||
| Q3 24 | $256.6M | $126.2M | ||
| Q2 24 | $256.5M | $123.4M | ||
| Q1 24 | $252.4M | $102.1M |
净利润ACLSBB
| Q4 25 | $34.3M | $13.7M | ||
| Q3 25 | $26.0M | $13.3M | ||
| Q2 25 | $31.4M | $1.9M | ||
| Q1 25 | $28.6M | $-7.4M | ||
| Q4 24 | $50.0M | $-10.5M | ||
| Q3 24 | $48.6M | $-19.7M | ||
| Q2 24 | $50.9M | $-41.4M | ||
| Q1 24 | $51.6M | $-56.2M |
毛利率ACLSBB
| Q4 25 | 47.0% | 77.5% | ||
| Q3 25 | 41.6% | 74.5% | ||
| Q2 25 | 44.9% | 74.2% | ||
| Q1 25 | 46.1% | 73.5% | ||
| Q4 24 | 46.0% | 78.1% | ||
| Q3 24 | 42.9% | 70.2% | ||
| Q2 24 | 43.8% | 72.9% | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSBB
| Q4 25 | 15.2% | 8.4% | ||
| Q3 25 | 11.7% | 8.9% | ||
| Q2 25 | 14.9% | 1.6% | ||
| Q1 25 | 15.1% | -5.6% | ||
| Q4 24 | 21.6% | 13.6% | ||
| Q3 24 | 18.3% | 1.7% | ||
| Q2 24 | 20.6% | -10.5% | ||
| Q1 24 | 22.4% | 50.0% |
净利率ACLSBB
| Q4 25 | 14.4% | 9.7% | ||
| Q3 25 | 12.2% | 10.3% | ||
| Q2 25 | 16.1% | 1.6% | ||
| Q1 25 | 14.8% | -5.2% | ||
| Q4 24 | 19.8% | -7.3% | ||
| Q3 24 | 18.9% | -15.6% | ||
| Q2 24 | 19.8% | -33.5% | ||
| Q1 24 | 20.4% | -55.0% |
每股收益（稀释后）ACLSBB
| Q4 25 | $1.11 | $0.02 | ||
| Q3 25 | $0.83 | $0.02 | ||
| Q2 25 | $0.98 | $0.00 | ||
| Q1 25 | $0.88 | $-0.01 | ||
| Q4 24 | $1.54 | $-0.02 | ||
| Q3 24 | $1.49 | $-0.03 | ||
| Q2 24 | $1.55 | $-0.07 | ||
| Q1 24 | $1.57 | $-0.08 |
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 | $304.2M |
| 总债务越低越好 | — | $196.2M |
| 股东权益账面价值 | $1.0B | $741.1M |
| 总资产 | $1.4B | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资ACLSBB
| Q4 25 | $374.3M | $304.2M | ||
| Q3 25 | $449.6M | $290.5M | ||
| Q2 25 | $549.8M | $306.6M | ||
| Q1 25 | $587.1M | $337.8M | ||
| Q4 24 | $571.3M | $220.0M | ||
| Q3 24 | $579.4M | $211.0M | ||
| Q2 24 | $548.3M | $229.0M | ||
| Q1 24 | $530.2M | $237.1M |
总债务ACLSBB
| Q4 25 | — | $196.2M | ||
| Q3 25 | — | $195.9M | ||
| Q2 25 | — | $195.6M | ||
| Q1 25 | — | $195.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $194.1M |
股东权益ACLSBB
| Q4 25 | $1.0B | $741.1M | ||
| Q3 25 | $1.0B | $725.1M | ||
| Q2 25 | $1.0B | $725.1M | ||
| Q1 25 | $1.0B | $719.9M | ||
| Q4 24 | $1.0B | $725.2M | ||
| Q3 24 | $975.6M | $732.1M | ||
| Q2 24 | $934.9M | $742.6M | ||
| Q1 24 | $901.7M | $775.1M |
总资产ACLSBB
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.3B | $1.4B |
负债/权益比ACLSBB
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.25× |
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 | $18.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $17.4M |
| 自由现金流率自由现金流/营收 | -3.7% | 12.3% |
| 资本支出强度资本支出/营收 | 1.0% | 0.6% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.34× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $42.8M |
8季度趋势，按日历期对齐
经营现金流ACLSBB
| Q4 25 | $-6.6M | $18.3M | ||
| Q3 25 | $45.4M | $3.9M | ||
| Q2 25 | $39.7M | $-18.0M | ||
| Q1 25 | $39.8M | $41.6M | ||
| Q4 24 | $12.8M | $6.0M | ||
| Q3 24 | $45.7M | $-16.0M | ||
| Q2 24 | $40.1M | $-15.1M | ||
| Q1 24 | $42.2M | $-15.5M |
自由现金流ACLSBB
| Q4 25 | $-8.9M | $17.4M | ||
| Q3 25 | $43.3M | $3.1M | ||
| Q2 25 | $37.7M | $-18.9M | ||
| Q1 25 | $34.8M | $41.2M | ||
| Q4 24 | $8.1M | $5.2M | ||
| Q3 24 | $41.8M | $-16.5M | ||
| Q2 24 | $38.1M | $-16.5M | ||
| Q1 24 | $40.6M | $-17.6M |
自由现金流率ACLSBB
| Q4 25 | -3.7% | 12.3% | ||
| Q3 25 | 20.3% | 2.4% | ||
| Q2 25 | 19.4% | -15.5% | ||
| Q1 25 | 18.1% | 29.1% | ||
| Q4 24 | 3.2% | 3.6% | ||
| Q3 24 | 16.3% | -13.1% | ||
| Q2 24 | 14.8% | -13.4% | ||
| Q1 24 | 16.1% | -17.2% |
资本支出强度ACLSBB
| Q4 25 | 1.0% | 0.6% | ||
| Q3 25 | 0.9% | 0.6% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 2.6% | 0.3% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 0.8% | 1.1% | ||
| Q1 24 | 0.6% | 2.1% |
现金转化率ACLSBB
| Q4 25 | -0.19× | 1.34× | ||
| Q3 25 | 1.75× | 0.29× | ||
| Q2 25 | 1.27× | -9.47× | ||
| 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% |
BB
| QNX | $68.7M | 48% |
| Secure Communication | $67.0M | 47% |
| Licensing | $6.1M | 4% |
