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AXCELIS TECHNOLOGIES INC(ACLS)与COASTAL FINANCIAL CORP(CCB)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COASTAL FINANCIAL CORP的1.7倍($238.3M vs $138.0M),AXCELIS TECHNOLOGIES INC同比增速更快(-5.6% vs -5.8%),COASTAL FINANCIAL CORP自由现金流更多($246.1M vs $-8.9M),过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高(-2.8% vs -3.6%)
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。
富达国民金融是美国财富500强企业,面向房地产与按揭行业提供产权保险及交割服务。2019年,其产权及房地产业务相关年营收约为84.69亿美元,是行业内具有领先地位的金融服务提供商。
ACLS vs CCB — 直观对比
营收规模更大
ACLS
是对方的1.7倍
$138.0M
营收增速更快
ACLS
高出0.2%
-5.8%
自由现金流更多
CCB
多$255.1M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $238.3M | $138.0M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 12.4% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | -5.8% |
| 净利润同比 | -31.3% | — |
| 每股收益(稀释后) | $1.11 | $0.84 |
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
ACLS
CCB
| Q4 25 | $238.3M | $138.0M | ||
| Q3 25 | $213.6M | $144.7M | ||
| Q2 25 | $194.5M | $119.4M | ||
| Q1 25 | $192.6M | $139.5M | ||
| Q4 24 | $252.4M | $146.5M | ||
| Q3 24 | $256.6M | $151.1M | ||
| Q2 24 | $256.5M | $135.3M | ||
| Q1 24 | $252.4M | $148.4M |
净利润
ACLS
CCB
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $13.6M | ||
| Q2 25 | $31.4M | $11.0M | ||
| Q1 25 | $28.6M | $9.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $13.5M | ||
| Q2 24 | $50.9M | $11.6M | ||
| Q1 24 | $51.6M | $6.8M |
毛利率
ACLS
CCB
| 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% | — | ||
| Q1 24 | 46.0% | — |
营业利润率
ACLS
CCB
| Q4 25 | 15.2% | 12.4% | ||
| Q3 25 | 11.7% | 12.4% | ||
| Q2 25 | 14.9% | 12.0% | ||
| Q1 25 | 15.1% | 8.4% | ||
| Q4 24 | 21.6% | 11.7% | ||
| Q3 24 | 18.3% | 10.8% | ||
| Q2 24 | 20.6% | 11.1% | ||
| Q1 24 | 22.4% | 5.9% |
净利率
ACLS
CCB
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 9.4% | ||
| Q2 25 | 16.1% | 9.2% | ||
| Q1 25 | 14.8% | 7.0% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 8.9% | ||
| Q2 24 | 19.8% | 8.6% | ||
| Q1 24 | 20.4% | 4.6% |
每股收益(稀释后)
ACLS
CCB
| Q4 25 | $1.11 | $0.84 | ||
| Q3 25 | $0.83 | $0.88 | ||
| Q2 25 | $0.98 | $0.71 | ||
| Q1 25 | $0.88 | $0.63 | ||
| Q4 24 | $1.54 | $0.95 | ||
| Q3 24 | $1.49 | $0.97 | ||
| Q2 24 | $1.55 | $0.84 | ||
| Q1 24 | $1.57 | $0.50 |
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 | $491.0M |
| 总资产 | $1.4B | $4.7B |
| 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
ACLS
CCB
| 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 | — | ||
| Q1 24 | $530.2M | — |
股东权益
ACLS
CCB
| Q4 25 | $1.0B | $491.0M | ||
| Q3 25 | $1.0B | $475.3M | ||
| Q2 25 | $1.0B | $461.7M | ||
| Q1 25 | $1.0B | $449.9M | ||
| Q4 24 | $1.0B | $438.7M | ||
| Q3 24 | $975.6M | $331.9M | ||
| Q2 24 | $934.9M | $316.7M | ||
| Q1 24 | $901.7M | $303.7M |
总资产
ACLS
CCB
| Q4 25 | $1.4B | $4.7B | ||
| Q3 25 | $1.4B | $4.6B | ||
| Q2 25 | $1.3B | $4.5B | ||
| Q1 25 | $1.3B | $4.3B | ||
| Q4 24 | $1.3B | $4.1B | ||
| Q3 24 | $1.3B | $4.1B | ||
| Q2 24 | $1.3B | $4.0B | ||
| Q1 24 | $1.3B | $3.9B |
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 | $254.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $246.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 178.3% |
| 资本支出强度资本支出/营收 | 1.0% | 6.1% |
| 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 | $436.4M |
8季度趋势,按日历期对齐
经营现金流
ACLS
CCB
| Q4 25 | $-6.6M | $254.6M | ||
| Q3 25 | $45.4M | $59.0M | ||
| Q2 25 | $39.7M | $66.0M | ||
| Q1 25 | $39.8M | $71.7M | ||
| Q4 24 | $12.8M | $259.8M | ||
| Q3 24 | $45.7M | $62.6M | ||
| Q2 24 | $40.1M | $72.1M | ||
| Q1 24 | $42.2M | $56.8M |
自由现金流
ACLS
CCB
| Q4 25 | $-8.9M | $246.1M | ||
| Q3 25 | $43.3M | $57.4M | ||
| Q2 25 | $37.7M | $64.0M | ||
| Q1 25 | $34.8M | $68.9M | ||
| Q4 24 | $8.1M | $249.9M | ||
| Q3 24 | $41.8M | $60.2M | ||
| Q2 24 | $38.1M | $69.5M | ||
| Q1 24 | $40.6M | $55.0M |
自由现金流率
ACLS
CCB
| Q4 25 | -3.7% | 178.3% | ||
| Q3 25 | 20.3% | 39.7% | ||
| Q2 25 | 19.4% | 53.6% | ||
| Q1 25 | 18.1% | 49.4% | ||
| Q4 24 | 3.2% | 170.6% | ||
| Q3 24 | 16.3% | 39.8% | ||
| Q2 24 | 14.8% | 51.3% | ||
| Q1 24 | 16.1% | 37.1% |
资本支出强度
ACLS
CCB
| Q4 25 | 1.0% | 6.1% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.0% | 1.7% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 1.8% | 6.8% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 0.8% | 1.9% | ||
| Q1 24 | 0.6% | 1.2% |
现金转化率
ACLS
CCB
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 4.34× | ||
| Q2 25 | 1.27× | 5.99× | ||
| Q1 25 | 1.39× | 7.37× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 4.65× | ||
| Q2 24 | 0.79× | 6.22× | ||
| Q1 24 | 0.82× | 8.35× |
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% |
CCB
| Other | $74.7M | 54% |
| Baa S Credit Enhancements | $47.3M | 34% |
| Baa S Program Income | $8.4M | 6% |
| Transaction Fees | $4.9M | 4% |
| Servicing And Other Baa S Fees | $1.6M | 1% |
| Baa S Fraud Enhancements | $1.1M | 1% |