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AXCELIS TECHNOLOGIES INC（ACLS）与优尼威（CLMB）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是优尼威的1.3倍（$238.3M vs $182.4M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.8%，领先12.6%），优尼威同比增速更快（32.1% vs -5.6%），过去两年优尼威的营收复合增速更高（40.7% 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。
优尼威解决方案是一家全球化学品与原料分销商，同时可为客户提供各类增值服务，在行业内拥有广泛的全球布局与专业服务能力。
ACLS vs CLMB — 直观对比
营收规模更大
ACLS
是对方的1.3倍
$182.4M
营收增速更快
CLMB
高出37.7%
-5.6%
净利率更高
ACLS
高出12.6%
1.8%
两年增速更快
CLMB
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $182.4M |
| 净利润 | $34.3M | $3.3M |
| 毛利率 | 47.0% | 14.5% |
| 营业利润率 | 15.2% | 2.1% |
| 净利率 | 14.4% | 1.8% |
| 营收同比 | -5.6% | 32.1% |
| 净利润同比 | -31.3% | -9.5% |
| 每股收益（稀释后） | $1.11 | $0.18 |
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ACLSCLMB
| Q1 26 | — | $182.4M | ||
| Q4 25 | $238.3M | $193.8M | ||
| Q3 25 | $213.6M | $161.3M | ||
| Q2 25 | $194.5M | $159.3M | ||
| Q1 25 | $192.6M | $138.0M | ||
| Q4 24 | $252.4M | $161.8M | ||
| Q3 24 | $256.6M | $119.3M | ||
| Q2 24 | $256.5M | $92.1M |
净利润ACLSCLMB
| Q1 26 | — | $3.3M | ||
| Q4 25 | $34.3M | $7.0M | ||
| Q3 25 | $26.0M | $4.7M | ||
| Q2 25 | $31.4M | $6.0M | ||
| Q1 25 | $28.6M | $3.7M | ||
| Q4 24 | $50.0M | $7.0M | ||
| Q3 24 | $48.6M | $5.5M | ||
| Q2 24 | $50.9M | $3.4M |
毛利率ACLSCLMB
| Q1 26 | — | 14.5% | ||
| Q4 25 | 47.0% | 15.4% | ||
| Q3 25 | 41.6% | 15.9% | ||
| Q2 25 | 44.9% | 16.5% | ||
| Q1 25 | 46.1% | 16.9% | ||
| Q4 24 | 46.0% | 19.3% | ||
| Q3 24 | 42.9% | 20.3% | ||
| Q2 24 | 43.8% | 20.2% |
营业利润率ACLSCLMB
| Q1 26 | — | 2.1% | ||
| Q4 25 | 15.2% | 4.9% | ||
| Q3 25 | 11.7% | 4.3% | ||
| Q2 25 | 14.9% | 5.0% | ||
| Q1 25 | 15.1% | 3.5% | ||
| Q4 24 | 21.6% | 7.2% | ||
| Q3 24 | 18.3% | 7.1% | ||
| Q2 24 | 20.6% | 4.6% |
净利率ACLSCLMB
| Q1 26 | — | 1.8% | ||
| Q4 25 | 14.4% | 3.6% | ||
| Q3 25 | 12.2% | 2.9% | ||
| Q2 25 | 16.1% | 3.7% | ||
| Q1 25 | 14.8% | 2.7% | ||
| Q4 24 | 19.8% | 4.3% | ||
| Q3 24 | 18.9% | 4.6% | ||
| Q2 24 | 19.8% | 3.7% |
每股收益（稀释后）ACLSCLMB
| Q1 26 | — | $0.18 | ||
| Q4 25 | $1.11 | $1.51 | ||
| Q3 25 | $0.83 | $1.02 | ||
| Q2 25 | $0.98 | $1.30 | ||
| Q1 25 | $0.88 | $0.81 | ||
| Q4 24 | $1.54 | $1.52 | ||
| Q3 24 | $1.49 | $1.19 | ||
| Q2 24 | $1.55 | $0.75 |
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 | $41.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $118.4M |
| 总资产 | $1.4B | $458.8M |
| 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ACLSCLMB
| Q1 26 | — | $41.8M | ||
| Q4 25 | $374.3M | $36.6M | ||
| Q3 25 | $449.6M | $49.8M | ||
| Q2 25 | $549.8M | $28.6M | ||
| Q1 25 | $587.1M | $32.5M | ||
| Q4 24 | $571.3M | $29.8M | ||
| Q3 24 | $579.4M | $22.1M | ||
| Q2 24 | $548.3M | $48.4M |
股东权益ACLSCLMB
| Q1 26 | — | $118.4M | ||
| Q4 25 | $1.0B | $116.6M | ||
| Q3 25 | $1.0B | $109.3M | ||
| Q2 25 | $1.0B | $105.2M | ||
| Q1 25 | $1.0B | $95.6M | ||
| Q4 24 | $1.0B | $90.6M | ||
| Q3 24 | $975.6M | $87.7M | ||
| Q2 24 | $934.9M | $79.8M |
总资产ACLSCLMB
| Q1 26 | — | $458.8M | ||
| Q4 25 | $1.4B | $460.2M | ||
| Q3 25 | $1.4B | $376.1M | ||
| Q2 25 | $1.3B | $420.7M | ||
| Q1 25 | $1.3B | $370.1M | ||
| Q4 24 | $1.3B | $469.2M | ||
| Q3 24 | $1.3B | $371.9M | ||
| Q2 24 | $1.3B | $302.8M |
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ACLSCLMB
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $-11.9M | ||
| Q3 25 | $45.4M | $22.2M | ||
| Q2 25 | $39.7M | $-2.2M | ||
| Q1 25 | $39.8M | $8.5M | ||
| Q4 24 | $12.8M | $16.0M | ||
| Q3 24 | $45.7M | $-3.6M | ||
| Q2 24 | $40.1M | $7.3M |
自由现金流ACLSCLMB
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — |
自由现金流率ACLSCLMB
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度ACLSCLMB
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ACLSCLMB
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | -1.70× | ||
| Q3 25 | 1.75× | 4.73× | ||
| Q2 25 | 1.27× | -0.37× | ||
| Q1 25 | 1.39× | 2.30× | ||
| Q4 24 | 0.26× | 2.29× | ||
| Q3 24 | 0.94× | -0.66× | ||
| Q2 24 | 0.79× | 2.13× |
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% |
CLMB
暂无分部数据
