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AXCELIS TECHNOLOGIES INC（ACLS）与Bowhead Specialty Holdings Inc.（BOW）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Bowhead Specialty Holdings Inc.的1.5倍（$238.3M vs $155.7M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 10.3%，领先4.1%），Bowhead Specialty Holdings Inc.同比增速更快（26.9% vs -5.6%）
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。
Bowhead Specialty Holdings Inc.是一家专业保险控股企业，主营财产及意外伤害保险产品，聚焦北美地区服务不足的小众细分市场，为商业和个人客户提供定制化风险管理方案与专属保险保障服务。
ACLS vs BOW — 直观对比
营收规模更大
ACLS
是对方的1.5倍
$155.7M
营收增速更快
BOW
高出32.5%
-5.6%
净利率更高
ACLS
高出4.1%
10.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $155.7M |
| 净利润 | $34.3M | $16.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 10.3% |
| 营收同比 | -5.6% | 26.9% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.48 |
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ACLSBOW
| Q1 26 | — | $155.7M | ||
| Q4 25 | $238.3M | $151.7M | ||
| Q3 25 | $213.6M | $143.9M | ||
| Q2 25 | $194.5M | $133.3M | ||
| Q1 25 | $192.6M | $122.7M | ||
| Q4 24 | $252.4M | — | ||
| Q3 24 | $256.6M | $116.8M | ||
| Q2 24 | $256.5M | $98.9M |
净利润ACLSBOW
| Q1 26 | — | $16.0M | ||
| Q4 25 | $34.3M | $14.8M | ||
| Q3 25 | $26.0M | $15.2M | ||
| Q2 25 | $31.4M | $12.3M | ||
| Q1 25 | $28.6M | $11.4M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $12.1M | ||
| Q2 24 | $50.9M | $5.5M |
毛利率ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | — |
营业利润率ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 11.7% | ||
| Q3 25 | 11.7% | 13.3% | ||
| Q2 25 | 14.9% | 11.9% | ||
| Q1 25 | 15.1% | 11.8% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | 13.5% | ||
| Q2 24 | 20.6% | 7.5% |
净利率ACLSBOW
| Q1 26 | — | 10.3% | ||
| Q4 25 | 14.4% | 9.8% | ||
| Q3 25 | 12.2% | 10.5% | ||
| Q2 25 | 16.1% | 9.3% | ||
| Q1 25 | 14.8% | 9.3% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 10.4% | ||
| Q2 24 | 19.8% | 5.6% |
每股收益（稀释后）ACLSBOW
| Q1 26 | — | $0.48 | ||
| Q4 25 | $1.11 | $0.44 | ||
| Q3 25 | $0.83 | $0.45 | ||
| Q2 25 | $0.98 | $0.36 | ||
| Q1 25 | $0.88 | $0.34 | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | $0.36 | ||
| Q2 24 | $1.55 | $0.20 |
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 | $97.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $457.9M |
| 总资产 | $1.4B | $2.5B |
| 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ACLSBOW
| Q1 26 | — | $97.2M | ||
| Q4 25 | $374.3M | $193.5M | ||
| Q3 25 | $449.6M | $197.9M | ||
| Q2 25 | $549.8M | $114.8M | ||
| Q1 25 | $587.1M | $88.0M | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | $132.9M | ||
| Q2 24 | $548.3M | $180.3M |
总债务ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | — | $146.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ACLSBOW
| Q1 26 | — | $457.9M | ||
| Q4 25 | $1.0B | $448.3M | ||
| Q3 25 | $1.0B | $430.2M | ||
| Q2 25 | $1.0B | $407.2M | ||
| Q1 25 | $1.0B | $391.0M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $975.6M | $364.7M | ||
| Q2 24 | $934.9M | $339.9M |
总资产ACLSBOW
| Q1 26 | — | $2.5B | ||
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.4B |
负债/权益比ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $331.6M | ||
| Q3 25 | $45.4M | $114.7M | ||
| Q2 25 | $39.7M | $109.0M | ||
| Q1 25 | $39.8M | $47.7M | ||
| Q4 24 | $12.8M | — | ||
| Q3 24 | $45.7M | $119.4M | ||
| Q2 24 | $40.1M | — |
自由现金流ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $326.0M | ||
| Q3 25 | $43.3M | $113.5M | ||
| Q2 25 | $37.7M | $107.4M | ||
| Q1 25 | $34.8M | $46.5M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $118.4M | ||
| Q2 24 | $38.1M | — |
自由现金流率ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 214.9% | ||
| Q3 25 | 20.3% | 78.8% | ||
| Q2 25 | 19.4% | 80.6% | ||
| Q1 25 | 18.1% | 37.9% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | 101.4% | ||
| Q2 24 | 14.8% | — |
资本支出强度ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 3.7% | ||
| Q3 25 | 0.9% | 0.9% | ||
| Q2 25 | 1.0% | 1.2% | ||
| Q1 25 | 2.6% | 1.0% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 0.9% | ||
| Q2 24 | 0.8% | — |
现金转化率ACLSBOW
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 22.34× | ||
| Q3 25 | 1.75× | 7.56× | ||
| Q2 25 | 1.27× | 8.83× | ||
| Q1 25 | 1.39× | 4.18× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 9.88× | ||
| 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% |
BOW
暂无分部数据
