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AXCELIS TECHNOLOGIES INC（ACLS）与BALCHEM CORP（BCPC）财务数据对比。点击上方公司名可切换其他公司
BALCHEM CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$270.7M vs $238.3M），BALCHEM CORP净利率更高（14.9% vs 14.4%，领先0.5%），BALCHEM CORP同比增速更快（8.1% vs -5.6%），BALCHEM CORP自由现金流更多（$33.8M vs $-8.9M），过去两年BALCHEM CORP的营收复合增速更高（7.5% 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。
Balchem Corp是一家全球特种化学品与营养原料供应商，核心业务覆盖人类营养、动物保健、制药、工业应用四大领域，为北美、欧洲、亚太等地区的客户提供定制化专用原料产品。
ACLS vs BCPC — 直观对比
营收规模更大
BCPC
是对方的1.1倍
$238.3M
营收增速更快
BCPC
高出13.6%
-5.6%
净利率更高
BCPC
高出0.5%
14.4%
自由现金流更多
BCPC
多$42.7M
$-8.9M
两年增速更快
BCPC
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $270.7M |
| 净利润 | $34.3M | $40.3M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 20.5% |
| 净利率 | 14.4% | 14.9% |
| 营收同比 | -5.6% | 8.1% |
| 净利润同比 | -31.3% | 8.7% |
| 每股收益（稀释后） | $1.11 | $1.25 |
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ACLSBCPC
| Q1 26 | — | $270.7M | ||
| Q4 25 | $238.3M | $263.6M | ||
| Q3 25 | $213.6M | $267.6M | ||
| Q2 25 | $194.5M | $255.5M | ||
| Q1 25 | $192.6M | $250.5M | ||
| Q4 24 | $252.4M | $240.0M | ||
| Q3 24 | $256.6M | $239.9M | ||
| Q2 24 | $256.5M | $234.1M |
净利润ACLSBCPC
| Q1 26 | — | $40.3M | ||
| Q4 25 | $34.3M | $39.2M | ||
| Q3 25 | $26.0M | $40.3M | ||
| Q2 25 | $31.4M | $38.3M | ||
| Q1 25 | $28.6M | $37.1M | ||
| Q4 24 | $50.0M | $33.6M | ||
| Q3 24 | $48.6M | $33.8M | ||
| Q2 24 | $50.9M | $32.1M |
毛利率ACLSBCPC
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 35.6% | ||
| Q3 25 | 41.6% | 35.7% | ||
| Q2 25 | 44.9% | 36.4% | ||
| Q1 25 | 46.1% | 35.2% | ||
| Q4 24 | 46.0% | 36.0% | ||
| Q3 24 | 42.9% | 35.6% | ||
| Q2 24 | 43.8% | 35.5% |
营业利润率ACLSBCPC
| Q1 26 | — | 20.5% | ||
| Q4 25 | 15.2% | 19.8% | ||
| Q3 25 | 11.7% | 20.4% | ||
| Q2 25 | 14.9% | 20.1% | ||
| Q1 25 | 15.1% | 20.4% | ||
| Q4 24 | 21.6% | 19.8% | ||
| Q3 24 | 18.3% | 20.0% | ||
| Q2 24 | 20.6% | 19.6% |
净利率ACLSBCPC
| Q1 26 | — | 14.9% | ||
| Q4 25 | 14.4% | 14.9% | ||
| Q3 25 | 12.2% | 15.1% | ||
| Q2 25 | 16.1% | 15.0% | ||
| Q1 25 | 14.8% | 14.8% | ||
| Q4 24 | 19.8% | 14.0% | ||
| Q3 24 | 18.9% | 14.1% | ||
| Q2 24 | 19.8% | 13.7% |
每股收益（稀释后）ACLSBCPC
| Q1 26 | — | $1.25 | ||
| Q4 25 | $1.11 | $1.21 | ||
| Q3 25 | $0.83 | $1.24 | ||
| Q2 25 | $0.98 | $1.17 | ||
| Q1 25 | $0.88 | $1.13 | ||
| Q4 24 | $1.54 | $1.03 | ||
| Q3 24 | $1.49 | $1.03 | ||
| Q2 24 | $1.55 | $0.98 |
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 | $72.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.3B |
| 总资产 | $1.4B | $1.7B |
| 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ACLSBCPC
| Q1 26 | — | $72.9M | ||
| Q4 25 | $374.3M | $74.6M | ||
| Q3 25 | $449.6M | $65.1M | ||
| Q2 25 | $549.8M | $65.4M | ||
| Q1 25 | $587.1M | $49.9M | ||
| Q4 24 | $571.3M | $49.5M | ||
| Q3 24 | $579.4M | $73.7M | ||
| Q2 24 | $548.3M | $63.7M |
股东权益ACLSBCPC
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $1.2B | ||
| Q2 24 | $934.9M | $1.1B |
总资产ACLSBCPC
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.6B |
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 | $40.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $33.8M |
| 自由现金流率自由现金流/营收 | -3.7% | 12.5% |
| 资本支出强度资本支出/营收 | 1.0% | 2.3% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.99× |
| 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ACLSBCPC
| Q1 26 | — | $40.1M | ||
| Q4 25 | $-6.6M | $67.3M | ||
| Q3 25 | $45.4M | $65.6M | ||
| Q2 25 | $39.7M | $47.3M | ||
| Q1 25 | $39.8M | $36.5M | ||
| Q4 24 | $12.8M | $52.3M | ||
| Q3 24 | $45.7M | $51.3M | ||
| Q2 24 | $40.1M | $45.0M |
自由现金流ACLSBCPC
| Q1 26 | — | $33.8M | ||
| 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ACLSBCPC
| Q1 26 | — | 12.5% | ||
| 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ACLSBCPC
| Q1 26 | — | 2.3% | ||
| 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ACLSBCPC
| Q1 26 | — | 0.99× | ||
| Q4 25 | -0.19× | 1.72× | ||
| Q3 25 | 1.75× | 1.63× | ||
| Q2 25 | 1.27× | 1.23× | ||
| Q1 25 | 1.39× | 0.98× | ||
| Q4 24 | 0.26× | 1.56× | ||
| Q3 24 | 0.94× | 1.52× | ||
| Q2 24 | 0.79× | 1.40× |
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% |
BCPC
暂无分部数据
