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AXCELIS TECHNOLOGIES INC（ACLS）与Broadridge Financial Solutions（BR）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是AXCELIS TECHNOLOGIES INC的7.2倍（$1.7B vs $238.3M）。Broadridge Financial Solutions净利率更高（16.6% vs 14.4%，领先2.2%）。Broadridge Financial Solutions同比增速更快（-5.4% vs -5.6%）。过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% 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。
Broadridge Financial Solutions是2007年从自动数据处理公司（ADP）分拆成立的上市企业服务及金融科技企业，总部位于纽约莱克萨克塞斯，为金融行业客户提供股东委托书、年报等金融单证服务，以及线上年会等股东沟通解决方案。
ACLS vs BR — 直观对比
营收规模更大
BR
是对方的7.2倍
$238.3M
营收增速更快
BR
高出0.2%
-5.6%
净利率更高
BR
高出2.2%
14.4%
两年增速更快
BR
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $1.7B |
| 净利润 | $34.3M | $284.6M |
| 毛利率 | 47.0% | 27.6% |
| 营业利润率 | 15.2% | 12.0% |
| 净利率 | 14.4% | 16.6% |
| 营收同比 | -5.6% | -5.4% |
| 净利润同比 | -31.3% | 17.1% |
| 每股收益（稀释后） | $1.11 | $2.42 |
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ACLSBR
| Q4 25 | $238.3M | $1.7B | ||
| Q3 25 | $213.6M | — | ||
| Q2 25 | $194.5M | $2.1B | ||
| Q1 25 | $192.6M | $1.8B | ||
| Q4 24 | $252.4M | $1.6B | ||
| Q3 24 | $256.6M | $1.4B | ||
| Q2 24 | $256.5M | $1.9B | ||
| Q1 24 | $252.4M | $1.7B |
净利润ACLSBR
| Q4 25 | $34.3M | $284.6M | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | $374.2M | ||
| Q1 25 | $28.6M | $243.1M | ||
| Q4 24 | $50.0M | $142.4M | ||
| Q3 24 | $48.6M | $79.8M | ||
| Q2 24 | $50.9M | $323.2M | ||
| Q1 24 | $51.6M | $213.7M |
毛利率ACLSBR
| Q4 25 | 47.0% | 27.6% | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | 37.3% | ||
| Q1 25 | 46.1% | 31.8% | ||
| Q4 24 | 46.0% | 27.9% | ||
| Q3 24 | 42.9% | 24.5% | ||
| Q2 24 | 43.8% | 35.5% | ||
| Q1 24 | 46.0% | 31.2% |
营业利润率ACLSBR
| Q4 25 | 15.2% | 12.0% | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | 24.1% | ||
| Q1 25 | 15.1% | 19.0% | ||
| Q4 24 | 21.6% | 13.3% | ||
| Q3 24 | 18.3% | 9.4% | ||
| Q2 24 | 20.6% | 22.7% | ||
| Q1 24 | 22.4% | 17.5% |
净利率ACLSBR
| Q4 25 | 14.4% | 16.6% | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | 18.1% | ||
| Q1 25 | 14.8% | 13.4% | ||
| Q4 24 | 19.8% | 9.0% | ||
| Q3 24 | 18.9% | 5.6% | ||
| Q2 24 | 19.8% | 16.6% | ||
| Q1 24 | 20.4% | 12.4% |
每股收益（稀释后）ACLSBR
| Q4 25 | $1.11 | $2.42 | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | $3.17 | ||
| Q1 25 | $0.88 | $2.05 | ||
| Q4 24 | $1.54 | $1.20 | ||
| Q3 24 | $1.49 | $0.68 | ||
| Q2 24 | $1.55 | $2.72 | ||
| Q1 24 | $1.57 | $1.79 |
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 | $371.5M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $1.0B | $2.9B |
| 总资产 | $1.4B | $8.6B |
| 负债/权益比越低杠杆越低 | — | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资ACLSBR
| Q4 25 | $374.3M | $371.5M | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | $562.2M | ||
| Q1 25 | $587.1M | $317.9M | ||
| Q4 24 | $571.3M | $290.6M | ||
| Q3 24 | $579.4M | $293.5M | ||
| Q2 24 | $548.3M | $305.2M | ||
| Q1 24 | $530.2M | $236.4M |
总债务ACLSBR
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.5B |
股东权益ACLSBR
| Q4 25 | $1.0B | $2.9B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | $1.0B | $2.4B | ||
| Q4 24 | $1.0B | $2.2B | ||
| Q3 24 | $975.6M | $2.2B | ||
| Q2 24 | $934.9M | $2.2B | ||
| Q1 24 | $901.7M | $2.3B |
总资产ACLSBR
| Q4 25 | $1.4B | $8.6B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $8.5B | ||
| Q1 25 | $1.3B | $8.3B | ||
| Q4 24 | $1.3B | $8.2B | ||
| Q3 24 | $1.3B | $8.0B | ||
| Q2 24 | $1.3B | $8.2B | ||
| Q1 24 | $1.3B | $8.2B |
负债/权益比ACLSBR
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | — | 1.55× |
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ACLSBR
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | $699.7M | ||
| Q1 25 | $39.8M | $360.4M | ||
| Q4 24 | $12.8M | $236.7M | ||
| Q3 24 | $45.7M | $-125.5M | ||
| Q2 24 | $40.1M | $721.0M | ||
| Q1 24 | $42.2M | $207.4M |
自由现金流ACLSBR
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $684.1M | ||
| Q1 25 | $34.8M | $348.9M | ||
| Q4 24 | $8.1M | $227.9M | ||
| Q3 24 | $41.8M | $-133.4M | ||
| Q2 24 | $38.1M | $703.2M | ||
| Q1 24 | $40.6M | $184.6M |
自由现金流率ACLSBR
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | 33.1% | ||
| Q1 25 | 18.1% | 19.3% | ||
| Q4 24 | 3.2% | 14.3% | ||
| Q3 24 | 16.3% | -9.4% | ||
| Q2 24 | 14.8% | 36.2% | ||
| Q1 24 | 16.1% | 10.7% |
资本支出强度ACLSBR
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 2.6% | 0.6% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 0.8% | 0.9% | ||
| Q1 24 | 0.6% | 1.3% |
现金转化率ACLSBR
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 1.87× | ||
| Q1 25 | 1.39× | 1.48× | ||
| Q4 24 | 0.26× | 1.66× | ||
| Q3 24 | 0.94× | -1.57× | ||
| Q2 24 | 0.79× | 2.23× | ||
| Q1 24 | 0.82× | 0.97× |
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% |
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
