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AXCELIS TECHNOLOGIES INC（ACLS）与COMMERCE BANCSHARES INC（CBSH）财务数据对比。点击上方公司名可切换其他公司
COMMERCE BANCSHARES INC的季度营收约是AXCELIS TECHNOLOGIES INC的2.0倍（$475.7M vs $238.3M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 14.4%，领先15.4%），COMMERCE BANCSHARES INC同比增速更快（11.1% vs -5.6%），过去两年COMMERCE BANCSHARES INC的营收复合增速更高（7.1% 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。
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
ACLS vs CBSH — 直观对比
营收规模更大
CBSH
是对方的2.0倍
$238.3M
营收增速更快
CBSH
高出16.7%
-5.6%
净利率更高
CBSH
高出15.4%
14.4%
两年增速更快
CBSH
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $475.7M |
| 净利润 | $34.3M | $141.6M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 29.8% |
| 营收同比 | -5.6% | 11.1% |
| 净利润同比 | -31.3% | 10.5% |
| 每股收益（稀释后） | $1.11 | $0.96 |
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ACLSCBSH
| Q1 26 | — | $475.7M | ||
| Q4 25 | $238.3M | $449.4M | ||
| Q3 25 | $213.6M | $441.0M | ||
| Q2 25 | $194.5M | $445.8M | ||
| Q1 25 | $192.6M | $428.1M | ||
| Q4 24 | $252.4M | $422.1M | ||
| Q3 24 | $256.6M | $421.4M | ||
| Q2 24 | $256.5M | $414.5M |
净利润ACLSCBSH
| Q1 26 | — | $141.6M | ||
| Q4 25 | $34.3M | $140.7M | ||
| Q3 25 | $26.0M | $141.5M | ||
| Q2 25 | $31.4M | $152.5M | ||
| Q1 25 | $28.6M | $131.6M | ||
| Q4 24 | $50.0M | $136.1M | ||
| Q3 24 | $48.6M | $138.0M | ||
| Q2 24 | $50.9M | $139.6M |
毛利率ACLSCBSH
| 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ACLSCBSH
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 40.8% | ||
| Q3 25 | 11.7% | 41.9% | ||
| Q2 25 | 14.9% | 44.0% | ||
| Q1 25 | 15.1% | 39.2% | ||
| Q4 24 | 21.6% | 41.2% | ||
| Q3 24 | 18.3% | 42.4% | ||
| Q2 24 | 20.6% | 43.4% |
净利率ACLSCBSH
| Q1 26 | — | 29.8% | ||
| Q4 25 | 14.4% | 31.3% | ||
| Q3 25 | 12.2% | 32.1% | ||
| Q2 25 | 16.1% | 34.2% | ||
| Q1 25 | 14.8% | 30.7% | ||
| Q4 24 | 19.8% | 32.2% | ||
| Q3 24 | 18.9% | 32.8% | ||
| Q2 24 | 19.8% | 33.7% |
每股收益（稀释后）ACLSCBSH
| Q1 26 | — | $0.96 | ||
| Q4 25 | $1.11 | $0.86 | ||
| Q3 25 | $0.83 | $1.06 | ||
| Q2 25 | $0.98 | $1.14 | ||
| Q1 25 | $0.88 | $0.98 | ||
| Q4 24 | $1.54 | $0.83 | ||
| Q3 24 | $1.49 | $1.01 | ||
| Q2 24 | $1.55 | $1.03 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $4.3B |
| 总资产 | $1.4B | $35.7B |
| 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ACLSCBSH
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — |
股东权益ACLSCBSH
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.0B | $3.8B | ||
| Q3 25 | $1.0B | $3.8B | ||
| Q2 25 | $1.0B | $3.6B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $1.0B | $3.3B | ||
| Q3 24 | $975.6M | $3.4B | ||
| Q2 24 | $934.9M | $3.1B |
总资产ACLSCBSH
| Q1 26 | — | $35.7B | ||
| Q4 25 | $1.4B | $32.9B | ||
| Q3 25 | $1.4B | $32.3B | ||
| Q2 25 | $1.3B | $32.3B | ||
| Q1 25 | $1.3B | $32.4B | ||
| Q4 24 | $1.3B | $32.0B | ||
| Q3 24 | $1.3B | $31.5B | ||
| Q2 24 | $1.3B | $30.6B |
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ACLSCBSH
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $645.1M | ||
| Q3 25 | $45.4M | $129.0M | ||
| Q2 25 | $39.7M | $111.2M | ||
| Q1 25 | $39.8M | $138.6M | ||
| Q4 24 | $12.8M | $577.9M | ||
| Q3 24 | $45.7M | $431.7M | ||
| Q2 24 | $40.1M | $147.4M |
自由现金流ACLSCBSH
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $592.4M | ||
| Q3 25 | $43.3M | $113.3M | ||
| Q2 25 | $37.7M | $100.5M | ||
| Q1 25 | $34.8M | $126.0M | ||
| Q4 24 | $8.1M | $531.7M | ||
| Q3 24 | $41.8M | $419.1M | ||
| Q2 24 | $38.1M | $138.9M |
自由现金流率ACLSCBSH
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 131.8% | ||
| Q3 25 | 20.3% | 25.7% | ||
| Q2 25 | 19.4% | 22.5% | ||
| Q1 25 | 18.1% | 29.4% | ||
| Q4 24 | 3.2% | 126.0% | ||
| Q3 24 | 16.3% | 99.5% | ||
| Q2 24 | 14.8% | 33.5% |
资本支出强度ACLSCBSH
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 11.7% | ||
| Q3 25 | 0.9% | 3.6% | ||
| Q2 25 | 1.0% | 2.4% | ||
| Q1 25 | 2.6% | 2.9% | ||
| Q4 24 | 1.8% | 10.9% | ||
| Q3 24 | 1.5% | 3.0% | ||
| Q2 24 | 0.8% | 2.1% |
现金转化率ACLSCBSH
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 4.59× | ||
| Q3 25 | 1.75× | 0.91× | ||
| Q2 25 | 1.27× | 0.73× | ||
| Q1 25 | 1.39× | 1.05× | ||
| Q4 24 | 0.26× | 4.25× | ||
| Q3 24 | 0.94× | 3.13× | ||
| Q2 24 | 0.79× | 1.06× |
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% |
CBSH
暂无分部数据
