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AXCELIS TECHNOLOGIES INC（ACLS）与GE医疗（CCRN）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GE医疗的1.0倍（$238.3M vs $236.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -35.0%，领先49.4%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -23.6%），GE医疗自由现金流更多（$16.1M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -21.0%）
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。
GE医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业，品牌标识为GE HealthCare。公司主要业务分为四大板块：包含分子影像、CT、磁共振、妇科筛查及X光设备的医学影像业务、超声业务，以及聚焦远程患者监测、麻醉呼吸护理、心脏诊断、婴幼儿护理的患者护理解决方案业务，此外还开展医药相关业务。
ACLS vs CCRN — 直观对比
营收规模更大
ACLS
是对方的1.0倍
$236.8M
营收增速更快
ACLS
高出18.0%
-23.6%
净利率更高
ACLS
高出49.4%
-35.0%
自由现金流更多
CCRN
多$25.0M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-21.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $236.8M |
| 净利润 | $34.3M | $-82.9M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -30.2% |
| 净利率 | 14.4% | -35.0% |
| 营收同比 | -5.6% | -23.6% |
| 净利润同比 | -31.3% | -2109.7% |
| 每股收益（稀释后） | $1.11 | $-2.56 |
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ACLSCCRN
| Q4 25 | $238.3M | $236.8M | ||
| Q3 25 | $213.6M | $250.1M | ||
| Q2 25 | $194.5M | $274.1M | ||
| Q1 25 | $192.6M | $293.4M | ||
| Q4 24 | $252.4M | $309.9M | ||
| Q3 24 | $256.6M | $315.1M | ||
| Q2 24 | $256.5M | $339.8M | ||
| Q1 24 | $252.4M | $379.2M |
净利润ACLSCCRN
| Q4 25 | $34.3M | $-82.9M | ||
| Q3 25 | $26.0M | $-4.8M | ||
| Q2 25 | $31.4M | $-6.7M | ||
| Q1 25 | $28.6M | $-490.0K | ||
| Q4 24 | $50.0M | $-3.8M | ||
| Q3 24 | $48.6M | $2.6M | ||
| Q2 24 | $50.9M | $-16.1M | ||
| Q1 24 | $51.6M | $2.7M |
毛利率ACLSCCRN
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | 20.4% | ||
| Q2 25 | 44.9% | 20.4% | ||
| Q1 25 | 46.1% | 20.0% | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | 20.4% | ||
| Q2 24 | 43.8% | 20.8% | ||
| Q1 24 | 46.0% | 20.4% |
营业利润率ACLSCCRN
| Q4 25 | 15.2% | -30.2% | ||
| Q3 25 | 11.7% | -2.4% | ||
| Q2 25 | 14.9% | -2.1% | ||
| Q1 25 | 15.1% | -0.3% | ||
| Q4 24 | 21.6% | -1.1% | ||
| Q3 24 | 18.3% | 0.9% | ||
| Q2 24 | 20.6% | -5.7% | ||
| Q1 24 | 22.4% | 0.8% |
净利率ACLSCCRN
| Q4 25 | 14.4% | -35.0% | ||
| Q3 25 | 12.2% | -1.9% | ||
| Q2 25 | 16.1% | -2.4% | ||
| Q1 25 | 14.8% | -0.2% | ||
| Q4 24 | 19.8% | -1.2% | ||
| Q3 24 | 18.9% | 0.8% | ||
| Q2 24 | 19.8% | -4.7% | ||
| Q1 24 | 20.4% | 0.7% |
每股收益（稀释后）ACLSCCRN
| Q4 25 | $1.11 | $-2.56 | ||
| Q3 25 | $0.83 | $-0.15 | ||
| Q2 25 | $0.98 | $-0.20 | ||
| Q1 25 | $0.88 | $-0.02 | ||
| Q4 24 | $1.54 | $-0.13 | ||
| Q3 24 | $1.49 | $0.08 | ||
| Q2 24 | $1.55 | $-0.47 | ||
| Q1 24 | $1.57 | $0.08 |
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 | $108.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $322.8M |
| 总资产 | $1.4B | $449.0M |
| 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ACLSCCRN
| Q4 25 | $374.3M | $108.7M | ||
| Q3 25 | $449.6M | $99.1M | ||
| Q2 25 | $549.8M | $81.2M | ||
| Q1 25 | $587.1M | $80.7M | ||
| Q4 24 | $571.3M | $81.6M | ||
| Q3 24 | $579.4M | $64.0M | ||
| Q2 24 | $548.3M | $69.6M | ||
| Q1 24 | $530.2M | $5.2M |
股东权益ACLSCCRN
| Q4 25 | $1.0B | $322.8M | ||
| Q3 25 | $1.0B | $408.1M | ||
| Q2 25 | $1.0B | $412.2M | ||
| Q1 25 | $1.0B | $418.2M | ||
| Q4 24 | $1.0B | $419.0M | ||
| Q3 24 | $975.6M | $424.7M | ||
| Q2 24 | $934.9M | $433.3M | ||
| Q1 24 | $901.7M | $462.4M |
总资产ACLSCCRN
| Q4 25 | $1.4B | $449.0M | ||
| Q3 25 | $1.4B | $538.2M | ||
| Q2 25 | $1.3B | $553.8M | ||
| Q1 25 | $1.3B | $576.2M | ||
| Q4 24 | $1.3B | $589.3M | ||
| Q3 24 | $1.3B | $597.4M | ||
| Q2 24 | $1.3B | $602.9M | ||
| Q1 24 | $1.3B | $648.4M |
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 | $18.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $16.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 6.8% |
| 资本支出强度资本支出/营收 | 1.0% | 0.9% |
| 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 | $40.1M |
8季度趋势，按日历期对齐
经营现金流ACLSCCRN
| Q4 25 | $-6.6M | $18.2M | ||
| Q3 25 | $45.4M | $20.1M | ||
| Q2 25 | $39.7M | $4.2M | ||
| Q1 25 | $39.8M | $5.7M | ||
| Q4 24 | $12.8M | $24.2M | ||
| Q3 24 | $45.7M | $7.5M | ||
| Q2 24 | $40.1M | $82.4M | ||
| Q1 24 | $42.2M | $6.0M |
自由现金流ACLSCCRN
| Q4 25 | $-8.9M | $16.1M | ||
| Q3 25 | $43.3M | $17.9M | ||
| Q2 25 | $37.7M | $2.3M | ||
| Q1 25 | $34.8M | $3.8M | ||
| Q4 24 | $8.1M | $21.7M | ||
| Q3 24 | $41.8M | $6.3M | ||
| Q2 24 | $38.1M | $79.6M | ||
| Q1 24 | $40.6M | $3.8M |
自由现金流率ACLSCCRN
| Q4 25 | -3.7% | 6.8% | ||
| Q3 25 | 20.3% | 7.2% | ||
| Q2 25 | 19.4% | 0.8% | ||
| Q1 25 | 18.1% | 1.3% | ||
| Q4 24 | 3.2% | 7.0% | ||
| Q3 24 | 16.3% | 2.0% | ||
| Q2 24 | 14.8% | 23.4% | ||
| Q1 24 | 16.1% | 1.0% |
资本支出强度ACLSCCRN
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 0.9% | 0.9% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 2.6% | 0.6% | ||
| Q4 24 | 1.8% | 0.8% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 0.8% | 0.8% | ||
| Q1 24 | 0.6% | 0.6% |
现金转化率ACLSCCRN
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 2.92× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | 2.23× |
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% |
CCRN
| Temporary Staffing Services | $189.6M | 80% |
| Physician Staffing | $42.5M | 18% |
| Other Services | $4.7M | 2% |
