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AXCELIS TECHNOLOGIES INC（ACLS）与BLACKBAUD INC（BLKB）财务数据对比。点击上方公司名可切换其他公司
BLACKBAUD INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.2倍（$281.1M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 11.1%，领先3.3%），BLACKBAUD INC同比增速更快（4.2% vs -5.6%），BLACKBAUD INC自由现金流更多（$37.0M vs $-8.9M），过去两年BLACKBAUD INC的营收复合增速更高（-1.1% 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。
Blackbaud是全球知名的云服务提供商，专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持，旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
ACLS vs BLKB — 直观对比
营收规模更大
BLKB
是对方的1.2倍
$238.3M
营收增速更快
BLKB
高出9.7%
-5.6%
净利率更高
ACLS
高出3.3%
11.1%
自由现金流更多
BLKB
多$45.9M
$-8.9M
两年增速更快
BLKB
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $281.1M |
| 净利润 | $34.3M | $31.1M |
| 毛利率 | 47.0% | 59.2% |
| 营业利润率 | 15.2% | 18.3% |
| 净利率 | 14.4% | 11.1% |
| 营收同比 | -5.6% | 4.2% |
| 净利润同比 | -31.3% | 620.3% |
| 每股收益（稀释后） | $1.11 | $0.67 |
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ACLSBLKB
| Q1 26 | — | $281.1M | ||
| Q4 25 | $238.3M | $295.3M | ||
| Q3 25 | $213.6M | $281.1M | ||
| Q2 25 | $194.5M | $282.0M | ||
| Q1 25 | $192.6M | $269.9M | ||
| Q4 24 | $252.4M | $302.1M | ||
| Q3 24 | $256.6M | $286.6M | ||
| Q2 24 | $256.5M | $287.3M |
净利润ACLSBLKB
| Q1 26 | — | $31.1M | ||
| Q4 25 | $34.3M | $36.7M | ||
| Q3 25 | $26.0M | $47.5M | ||
| Q2 25 | $31.4M | $26.5M | ||
| Q1 25 | $28.6M | $4.3M | ||
| Q4 24 | $50.0M | $-346.4M | ||
| Q3 24 | $48.6M | $18.3M | ||
| Q2 24 | $50.9M | $21.2M |
毛利率ACLSBLKB
| Q1 26 | — | 59.2% | ||
| Q4 25 | 47.0% | 58.3% | ||
| Q3 25 | 41.6% | 59.6% | ||
| Q2 25 | 44.9% | 59.7% | ||
| Q1 25 | 46.1% | 57.5% | ||
| Q4 24 | 46.0% | 53.8% | ||
| Q3 24 | 42.9% | 54.9% | ||
| Q2 24 | 43.8% | 56.0% |
营业利润率ACLSBLKB
| Q1 26 | — | 18.3% | ||
| Q4 25 | 15.2% | 20.0% | ||
| Q3 25 | 11.7% | 19.4% | ||
| Q2 25 | 14.9% | 20.3% | ||
| Q1 25 | 15.1% | 7.3% | ||
| Q4 24 | 21.6% | -121.5% | ||
| Q3 24 | 18.3% | 14.4% | ||
| Q2 24 | 20.6% | 14.4% |
净利率ACLSBLKB
| Q1 26 | — | 11.1% | ||
| Q4 25 | 14.4% | 12.4% | ||
| Q3 25 | 12.2% | 16.9% | ||
| Q2 25 | 16.1% | 9.4% | ||
| Q1 25 | 14.8% | 1.6% | ||
| Q4 24 | 19.8% | -114.6% | ||
| Q3 24 | 18.9% | 6.4% | ||
| Q2 24 | 19.8% | 7.4% |
每股收益（稀释后）ACLSBLKB
| Q1 26 | — | $0.67 | ||
| Q4 25 | $1.11 | $0.75 | ||
| Q3 25 | $0.83 | $0.98 | ||
| Q2 25 | $0.98 | $0.55 | ||
| Q1 25 | $0.88 | $0.09 | ||
| Q4 24 | $1.54 | $-6.82 | ||
| Q3 24 | $1.49 | $0.35 | ||
| Q2 24 | $1.55 | $0.41 |
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 | $34.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $34.6M |
| 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ACLSBLKB
| Q1 26 | — | $34.1M | ||
| Q4 25 | $374.3M | $38.9M | ||
| Q3 25 | $449.6M | $38.3M | ||
| Q2 25 | $549.8M | $41.6M | ||
| Q1 25 | $587.1M | $37.2M | ||
| Q4 24 | $571.3M | $67.6M | ||
| Q3 24 | $579.4M | $34.6M | ||
| Q2 24 | $548.3M | $30.4M |
总债务ACLSBLKB
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益ACLSBLKB
| Q1 26 | — | $34.6M | ||
| Q4 25 | $1.0B | $85.1M | ||
| Q3 25 | $1.0B | $108.2M | ||
| Q2 25 | $1.0B | $72.7M | ||
| Q1 25 | $1.0B | $17.5M | ||
| Q4 24 | $1.0B | $126.8M | ||
| Q3 24 | $975.6M | $544.8M | ||
| Q2 24 | $934.9M | $577.5M |
总资产ACLSBLKB
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.3B | $2.5B | ||
| Q3 24 | $1.3B | $2.6B | ||
| Q2 24 | $1.3B | $3.0B |
负债/权益比ACLSBLKB
| Q1 26 | — | — | ||
| Q4 25 | — | 13.06× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 8.50× | ||
| Q3 24 | — | 1.84× | ||
| Q2 24 | — | 1.78× |
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 | $51.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $37.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 13.2% |
| 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× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $294.1M |
8季度趋势，按日历期对齐
经营现金流ACLSBLKB
| Q1 26 | — | $51.5M | ||
| Q4 25 | $-6.6M | $58.0M | ||
| Q3 25 | $45.4M | $139.2M | ||
| Q2 25 | $39.7M | $66.9M | ||
| Q1 25 | $39.8M | $1.4M | ||
| Q4 24 | $12.8M | $73.6M | ||
| Q3 24 | $45.7M | $104.0M | ||
| Q2 24 | $40.1M | $53.1M |
自由现金流ACLSBLKB
| Q1 26 | — | $37.0M | ||
| Q4 25 | $-8.9M | $55.0M | ||
| Q3 25 | $43.3M | $135.7M | ||
| Q2 25 | $37.7M | $66.3M | ||
| Q1 25 | $34.8M | $712.0K | ||
| Q4 24 | $8.1M | $73.4M | ||
| Q3 24 | $41.8M | $102.9M | ||
| Q2 24 | $38.1M | $48.0M |
自由现金流率ACLSBLKB
| Q1 26 | — | 13.2% | ||
| Q4 25 | -3.7% | 18.6% | ||
| Q3 25 | 20.3% | 48.3% | ||
| Q2 25 | 19.4% | 23.5% | ||
| Q1 25 | 18.1% | 0.3% | ||
| Q4 24 | 3.2% | 24.3% | ||
| Q3 24 | 16.3% | 35.9% | ||
| Q2 24 | 14.8% | 16.7% |
资本支出强度ACLSBLKB
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 1.0% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.0% | 0.2% | ||
| Q1 25 | 2.6% | 0.3% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 0.8% | 1.8% |
现金转化率ACLSBLKB
| Q1 26 | — | 1.65× | ||
| Q4 25 | -0.19× | 1.58× | ||
| Q3 25 | 1.75× | 2.93× | ||
| Q2 25 | 1.27× | 2.53× | ||
| Q1 25 | 1.39× | 0.32× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 5.69× | ||
| Q2 24 | 0.79× | 2.50× |
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% |
BLKB
暂无分部数据
