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AXCELIS TECHNOLOGIES INC（ACLS）与BOX INC（BOX）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.3倍（$301.1M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 4.0%，领先10.4%），BOX INC同比增速更快（9.1% vs -5.6%），BOX INC自由现金流更多（$71.3M vs $-8.9M），过去两年BOX INC的营收复合增速更高（7.0% 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。
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
ACLS vs BOX — 直观对比
营收规模更大
BOX
是对方的1.3倍
$238.3M
营收增速更快
BOX
高出14.7%
-5.6%
净利率更高
ACLS
高出10.4%
4.0%
自由现金流更多
BOX
多$80.2M
$-8.9M
两年增速更快
BOX
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $301.1M |
| 净利润 | $34.3M | $12.1M |
| 毛利率 | 47.0% | 79.6% |
| 营业利润率 | 15.2% | 8.3% |
| 净利率 | 14.4% | 4.0% |
| 营收同比 | -5.6% | 9.1% |
| 净利润同比 | -31.3% | -6.4% |
| 每股收益（稀释后） | $1.11 | $0.05 |
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ACLSBOX
| Q4 25 | $238.3M | $301.1M | ||
| Q3 25 | $213.6M | $294.0M | ||
| Q2 25 | $194.5M | $276.3M | ||
| Q1 25 | $192.6M | $279.5M | ||
| Q4 24 | $252.4M | $275.9M | ||
| Q3 24 | $256.6M | $270.0M | ||
| Q2 24 | $256.5M | $264.7M | ||
| Q1 24 | $252.4M | $262.9M |
净利润ACLSBOX
| Q4 25 | $34.3M | $12.1M | ||
| Q3 25 | $26.0M | $13.4M | ||
| Q2 25 | $31.4M | $8.2M | ||
| Q1 25 | $28.6M | $194.0M | ||
| Q4 24 | $50.0M | $12.9M | ||
| Q3 24 | $48.6M | $20.5M | ||
| Q2 24 | $50.9M | $17.2M | ||
| Q1 24 | $51.6M | $99.2M |
毛利率ACLSBOX
| Q4 25 | 47.0% | 79.6% | ||
| Q3 25 | 41.6% | 79.1% | ||
| Q2 25 | 44.9% | 78.0% | ||
| Q1 25 | 46.1% | 79.0% | ||
| Q4 24 | 46.0% | 79.9% | ||
| Q3 24 | 42.9% | 79.4% | ||
| Q2 24 | 43.8% | 78.0% | ||
| Q1 24 | 46.0% | 76.1% |
营业利润率ACLSBOX
| Q4 25 | 15.2% | 8.3% | ||
| Q3 25 | 11.7% | 7.0% | ||
| Q2 25 | 14.9% | 2.3% | ||
| Q1 25 | 15.1% | 6.4% | ||
| Q4 24 | 21.6% | 8.5% | ||
| Q3 24 | 18.3% | 7.5% | ||
| Q2 24 | 20.6% | 6.8% | ||
| Q1 24 | 22.4% | 8.1% |
净利率ACLSBOX
| Q4 25 | 14.4% | 4.0% | ||
| Q3 25 | 12.2% | 4.6% | ||
| Q2 25 | 16.1% | 3.0% | ||
| Q1 25 | 14.8% | 69.4% | ||
| Q4 24 | 19.8% | 4.7% | ||
| Q3 24 | 18.9% | 7.6% | ||
| Q2 24 | 19.8% | 6.5% | ||
| Q1 24 | 20.4% | 37.7% |
每股收益（稀释后）ACLSBOX
| Q4 25 | $1.11 | $0.05 | ||
| Q3 25 | $0.83 | $0.05 | ||
| Q2 25 | $0.98 | $0.02 | ||
| Q1 25 | $0.88 | $1.13 | ||
| Q4 24 | $1.54 | $0.05 | ||
| Q3 24 | $1.49 | $0.10 | ||
| Q2 24 | $1.55 | $0.08 | ||
| Q1 24 | $1.57 | $0.57 |
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 | $729.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $-286.6M |
| 总资产 | $1.4B | $1.6B |
| 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ACLSBOX
| Q4 25 | $374.3M | $729.6M | ||
| Q3 25 | $449.6M | $757.9M | ||
| Q2 25 | $549.8M | $790.4M | ||
| Q1 25 | $587.1M | $722.8M | ||
| Q4 24 | $571.3M | $697.9M | ||
| Q3 24 | $579.4M | $482.2M | ||
| Q2 24 | $548.3M | $566.1M | ||
| Q1 24 | $530.2M | $480.7M |
股东权益ACLSBOX
| Q4 25 | $1.0B | $-286.6M | ||
| Q3 25 | $1.0B | $-269.4M | ||
| Q2 25 | $1.0B | $-280.1M | ||
| Q1 25 | $1.0B | $-297.0M | ||
| Q4 24 | $1.0B | $-479.9M | ||
| Q3 24 | $975.6M | $-439.4M | ||
| Q2 24 | $934.9M | $-397.9M | ||
| Q1 24 | $901.7M | $-431.1M |
总资产ACLSBOX
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
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 | $73.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $71.3M |
| 自由现金流率自由现金流/营收 | -3.7% | 23.7% |
| 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× | 6.05× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $343.5M |
8季度趋势，按日历期对齐
经营现金流ACLSBOX
| Q4 25 | $-6.6M | $73.0M | ||
| Q3 25 | $45.4M | $46.0M | ||
| Q2 25 | $39.7M | $127.1M | ||
| Q1 25 | $39.8M | $102.2M | ||
| Q4 24 | $12.8M | $62.6M | ||
| Q3 24 | $45.7M | $36.3M | ||
| Q2 24 | $40.1M | $131.2M | ||
| Q1 24 | $42.2M | $89.3M |
自由现金流ACLSBOX
| Q4 25 | $-8.9M | $71.3M | ||
| Q3 25 | $43.3M | $43.9M | ||
| Q2 25 | $37.7M | $126.7M | ||
| Q1 25 | $34.8M | $101.5M | ||
| Q4 24 | $8.1M | $62.3M | ||
| Q3 24 | $41.8M | $35.9M | ||
| Q2 24 | $38.1M | $129.9M | ||
| Q1 24 | $40.6M | $89.1M |
自由现金流率ACLSBOX
| Q4 25 | -3.7% | 23.7% | ||
| Q3 25 | 20.3% | 14.9% | ||
| Q2 25 | 19.4% | 45.9% | ||
| Q1 25 | 18.1% | 36.3% | ||
| Q4 24 | 3.2% | 22.6% | ||
| Q3 24 | 16.3% | 13.3% | ||
| Q2 24 | 14.8% | 49.1% | ||
| Q1 24 | 16.1% | 33.9% |
资本支出强度ACLSBOX
| Q4 25 | 1.0% | 0.6% | ||
| Q3 25 | 0.9% | 0.7% | ||
| Q2 25 | 1.0% | 0.1% | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 0.8% | 0.5% | ||
| Q1 24 | 0.6% | 0.1% |
现金转化率ACLSBOX
| Q4 25 | -0.19× | 6.05× | ||
| Q3 25 | 1.75× | 3.42× | ||
| Q2 25 | 1.27× | 15.51× | ||
| Q1 25 | 1.39× | 0.53× | ||
| Q4 24 | 0.26× | 4.85× | ||
| Q3 24 | 0.94× | 1.77× | ||
| Q2 24 | 0.79× | 7.62× | ||
| Q1 24 | 0.82× | 0.90× |
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% |
BOX
暂无分部数据
