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AXCELIS TECHNOLOGIES INC（ACLS）与BIOCRYST PHARMACEUTICALS INC（BCRX）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BIOCRYST PHARMACEUTICALS INC的1.5倍（$238.3M vs $156.4M），BIOCRYST PHARMACEUTICALS INC同比增速更快（7.5% vs -5.6%），过去两年BIOCRYST PHARMACEUTICALS INC的营收复合增速更高（19.6% 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。
BioCryst Pharmaceuticals是一家总部位于美国北卡罗来纳州达勒姆的制药企业，属于后期发展阶段的生物科技公司，聚焦于治疗罕见重症的口服药物研发。其研发的抗病毒药物帕拉米韦（商品名Rapivab）于2014年12月获得美国FDA批准，此后也陆续在日本、韩国与中国获批上市。
ACLS vs BCRX — 直观对比
营收规模更大
ACLS
是对方的1.5倍
$156.4M
营收增速更快
BCRX
高出13.1%
-5.6%
两年增速更快
BCRX
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $156.4M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 13.6% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 7.5% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.00 |
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ACLSBCRX
| Q1 26 | — | $156.4M | ||
| Q4 25 | $238.3M | $406.6M | ||
| Q3 25 | $213.6M | $159.4M | ||
| Q2 25 | $194.5M | $163.4M | ||
| Q1 25 | $192.6M | $145.5M | ||
| Q4 24 | $252.4M | $131.5M | ||
| Q3 24 | $256.6M | $117.1M | ||
| Q2 24 | $256.5M | $109.3M |
净利润ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $245.8M | ||
| Q3 25 | $26.0M | $12.9M | ||
| Q2 25 | $31.4M | $5.1M | ||
| Q1 25 | $28.6M | $32.0K | ||
| Q4 24 | $50.0M | $-26.8M | ||
| Q3 24 | $48.6M | $-14.0M | ||
| Q2 24 | $50.9M | $-12.7M |
毛利率ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 97.7% | ||
| Q3 25 | 41.6% | 98.6% | ||
| Q2 25 | 44.9% | 98.3% | ||
| Q1 25 | 46.1% | 96.9% | ||
| Q4 24 | 46.0% | 95.4% | ||
| Q3 24 | 42.9% | 97.3% | ||
| Q2 24 | 43.8% | 98.4% |
营业利润率ACLSBCRX
| Q1 26 | — | 13.6% | ||
| Q4 25 | 15.2% | 64.0% | ||
| Q3 25 | 11.7% | 18.6% | ||
| Q2 25 | 14.9% | 18.2% | ||
| Q1 25 | 15.1% | 14.6% | ||
| Q4 24 | 21.6% | -3.4% | ||
| Q3 24 | 18.3% | 6.6% | ||
| Q2 24 | 20.6% | 8.0% |
净利率ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | 14.4% | 60.5% | ||
| Q3 25 | 12.2% | 8.1% | ||
| Q2 25 | 16.1% | 3.1% | ||
| Q1 25 | 14.8% | 0.0% | ||
| Q4 24 | 19.8% | -20.4% | ||
| Q3 24 | 18.9% | -12.0% | ||
| Q2 24 | 19.8% | -11.6% |
每股收益（稀释后）ACLSBCRX
| Q1 26 | — | $0.00 | ||
| Q4 25 | $1.11 | $1.13 | ||
| Q3 25 | $0.83 | $0.06 | ||
| Q2 25 | $0.98 | $0.02 | ||
| Q1 25 | $0.88 | $0.00 | ||
| Q4 24 | $1.54 | $-0.13 | ||
| Q3 24 | $1.49 | $-0.07 | ||
| Q2 24 | $1.55 | $-0.06 |
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 | $259.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $1.4B | $465.1M |
| 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ACLSBCRX
| Q1 26 | — | $259.0M | ||
| Q4 25 | $374.3M | $274.7M | ||
| Q3 25 | $449.6M | $212.9M | ||
| Q2 25 | $549.8M | $260.0M | ||
| Q1 25 | $587.1M | $295.1M | ||
| Q4 24 | $571.3M | $320.9M | ||
| Q3 24 | $579.4M | $96.8M | ||
| Q2 24 | $548.3M | $78.4M |
股东权益ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $-119.2M | ||
| Q3 25 | $1.0B | $-387.9M | ||
| Q2 25 | $1.0B | $-421.6M | ||
| Q1 25 | $1.0B | $-451.9M | ||
| Q4 24 | $1.0B | $-475.9M | ||
| Q3 24 | $975.6M | $-468.6M | ||
| Q2 24 | $934.9M | $-475.6M |
总资产ACLSBCRX
| Q1 26 | — | $465.1M | ||
| Q4 25 | $1.4B | $514.2M | ||
| Q3 25 | $1.4B | $446.4M | ||
| Q2 25 | $1.3B | $457.2M | ||
| Q1 25 | $1.3B | $480.0M | ||
| Q4 24 | $1.3B | $490.4M | ||
| Q3 24 | $1.3B | $491.3M | ||
| Q2 24 | $1.3B | $472.4M |
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 | — |
| 自由现金流率自由现金流/营收 | -3.7% | — |
| 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ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $292.0M | ||
| Q3 25 | $45.4M | $41.6M | ||
| Q2 25 | $39.7M | $41.3M | ||
| Q1 25 | $39.8M | $-27.5M | ||
| Q4 24 | $12.8M | $-5.2M | ||
| Q3 24 | $45.7M | $8.2M | ||
| Q2 24 | $40.1M | $-1.4M |
自由现金流ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $291.2M | ||
| Q3 25 | $43.3M | $40.3M | ||
| Q2 25 | $37.7M | $41.1M | ||
| Q1 25 | $34.8M | $-27.7M | ||
| Q4 24 | $8.1M | $-5.9M | ||
| Q3 24 | $41.8M | $8.2M | ||
| Q2 24 | $38.1M | $-1.5M |
自由现金流率ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 71.6% | ||
| Q3 25 | 20.3% | 25.3% | ||
| Q2 25 | 19.4% | 25.2% | ||
| Q1 25 | 18.1% | -19.0% | ||
| Q4 24 | 3.2% | -4.5% | ||
| Q3 24 | 16.3% | 7.0% | ||
| Q2 24 | 14.8% | -1.4% |
资本支出强度ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 0.2% | ||
| Q3 25 | 0.9% | 0.8% | ||
| Q2 25 | 1.0% | 0.1% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 0.8% | 0.1% |
现金转化率ACLSBCRX
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 1.19× | ||
| Q3 25 | 1.75× | 3.23× | ||
| Q2 25 | 1.27× | 8.12× | ||
| Q1 25 | 1.39× | -859.91× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — |
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% |
BCRX
| ORLADEYO | $148.3M | 95% |
| Other revenues | $5.0M | 3% |
| License revenue | $3.0M | 2% |
