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AXCELIS TECHNOLOGIES INC（ACLS）与Clearwater Paper Corp（CLW）财务数据对比。点击上方公司名可切换其他公司
Clearwater Paper Corp的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$360.3M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -3.6%，领先17.9%），Clearwater Paper Corp同比增速更快（-4.7% vs -5.6%），过去两年Clearwater Paper Corp的营收复合增速更高（2.3% 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。
净水纸业公司是美国的一家纸浆与纸板制造商，总部位于华盛顿州斯波坎。公司于2008年12月9日从波特拉奇公司分拆设立，专注于纸浆及纸板产品的研发生产与销售，是北美地区该领域颇具影响力的生产企业。
ACLS vs CLW — 直观对比
营收规模更大
CLW
是对方的1.5倍
$238.3M
营收增速更快
CLW
高出0.8%
-5.6%
净利率更高
ACLS
高出17.9%
-3.6%
两年增速更快
CLW
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $360.3M |
| 净利润 | $34.3M | $-12.8M |
| 毛利率 | 47.0% | -0.2% |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | -3.6% |
| 营收同比 | -5.6% | -4.7% |
| 净利润同比 | -31.3% | -103.2% |
| 每股收益（稀释后） | $1.11 | — |
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ACLSCLW
| Q1 26 | — | $360.3M | ||
| Q4 25 | $238.3M | $386.4M | ||
| Q3 25 | $213.6M | $399.0M | ||
| Q2 25 | $194.5M | $391.8M | ||
| Q1 25 | $192.6M | $378.2M | ||
| Q4 24 | $252.4M | $387.1M | ||
| Q3 24 | $256.6M | $393.3M | ||
| Q2 24 | $256.5M | $344.4M |
净利润ACLSCLW
| Q1 26 | — | $-12.8M | ||
| Q4 25 | $34.3M | $38.3M | ||
| Q3 25 | $26.0M | $-53.3M | ||
| Q2 25 | $31.4M | $2.7M | ||
| Q1 25 | $28.6M | $-6.3M | ||
| Q4 24 | $50.0M | $199.1M | ||
| Q3 24 | $48.6M | $5.8M | ||
| Q2 24 | $50.9M | $-25.8M |
毛利率ACLSCLW
| Q1 26 | — | -0.2% | ||
| Q4 25 | 47.0% | 4.5% | ||
| Q3 25 | 41.6% | 4.7% | ||
| Q2 25 | 44.9% | 11.0% | ||
| Q1 25 | 46.1% | 9.7% | ||
| Q4 24 | 46.0% | 3.8% | ||
| Q3 24 | 42.9% | 7.7% | ||
| Q2 24 | 43.8% | -0.6% |
营业利润率ACLSCLW
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 1.9% | ||
| Q3 25 | 11.7% | -13.9% | ||
| Q2 25 | 14.9% | 2.5% | ||
| Q1 25 | 15.1% | -1.1% | ||
| Q4 24 | 21.6% | -4.0% | ||
| Q3 24 | 18.3% | -0.3% | ||
| Q2 24 | 20.6% | -13.6% |
净利率ACLSCLW
| Q1 26 | — | -3.6% | ||
| Q4 25 | 14.4% | 9.9% | ||
| Q3 25 | 12.2% | -13.4% | ||
| Q2 25 | 16.1% | 0.7% | ||
| Q1 25 | 14.8% | -1.7% | ||
| Q4 24 | 19.8% | 51.4% | ||
| Q3 24 | 18.9% | 1.5% | ||
| Q2 24 | 19.8% | -7.5% |
每股收益（稀释后）ACLSCLW
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $2.36 | ||
| Q3 25 | $0.83 | $-3.30 | ||
| Q2 25 | $0.98 | $0.17 | ||
| Q1 25 | $0.88 | $-0.38 | ||
| Q4 24 | $1.54 | $11.87 | ||
| Q3 24 | $1.49 | $0.35 | ||
| Q2 24 | $1.55 | $-1.55 |
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 | $36.5M |
| 总债务越低越好 | — | $361.1M |
| 股东权益账面价值 | $1.0B | $813.8M |
| 总资产 | $1.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资ACLSCLW
| Q1 26 | — | $36.5M | ||
| Q4 25 | $374.3M | $30.7M | ||
| Q3 25 | $449.6M | $34.4M | ||
| Q2 25 | $549.8M | $46.7M | ||
| Q1 25 | $587.1M | $44.0M | ||
| Q4 24 | $571.3M | $79.6M | ||
| Q3 24 | $579.4M | $35.5M | ||
| Q2 24 | $548.3M | $39.6M |
总债务ACLSCLW
| Q1 26 | — | $361.1M | ||
| Q4 25 | — | $346.8M | ||
| Q3 25 | — | $337.0M | ||
| Q2 25 | — | $330.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.4M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.1B |
股东权益ACLSCLW
| Q1 26 | — | $813.8M | ||
| Q4 25 | $1.0B | $825.3M | ||
| Q3 25 | $1.0B | $783.0M | ||
| Q2 25 | $1.0B | $836.8M | ||
| Q1 25 | $1.0B | $836.6M | ||
| Q4 24 | $1.0B | $854.6M | ||
| Q3 24 | $975.6M | $664.6M | ||
| Q2 24 | $934.9M | $658.6M |
总资产ACLSCLW
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $2.5B | ||
| Q2 24 | $1.3B | $2.5B |
负债/权益比ACLSCLW
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 1.73× | ||
| Q2 24 | — | 1.74× |
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ACLSCLW
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $5.0M | ||
| Q3 25 | $45.4M | $34.0M | ||
| Q2 25 | $39.7M | $-28.2M | ||
| Q1 25 | $39.8M | $1.5M | ||
| Q4 24 | $12.8M | $-35.1M | ||
| Q3 24 | $45.7M | $16.2M | ||
| Q2 24 | $40.1M | $21.1M |
自由现金流ACLSCLW
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $-9.9M | ||
| Q3 25 | $43.3M | $15.7M | ||
| Q2 25 | $37.7M | $-51.1M | ||
| Q1 25 | $34.8M | $-31.2M | ||
| Q4 24 | $8.1M | $-68.1M | ||
| Q3 24 | $41.8M | $-30.8M | ||
| Q2 24 | $38.1M | $3.0M |
自由现金流率ACLSCLW
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | -2.6% | ||
| Q3 25 | 20.3% | 3.9% | ||
| Q2 25 | 19.4% | -13.0% | ||
| Q1 25 | 18.1% | -8.2% | ||
| Q4 24 | 3.2% | -17.6% | ||
| Q3 24 | 16.3% | -7.8% | ||
| Q2 24 | 14.8% | 0.9% |
资本支出强度ACLSCLW
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 3.9% | ||
| Q3 25 | 0.9% | 4.6% | ||
| Q2 25 | 1.0% | 5.8% | ||
| Q1 25 | 2.6% | 8.6% | ||
| Q4 24 | 1.8% | 8.5% | ||
| Q3 24 | 1.5% | 12.0% | ||
| Q2 24 | 0.8% | 5.3% |
现金转化率ACLSCLW
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 0.13× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | -10.44× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | -0.18× | ||
| Q3 24 | 0.94× | 2.79× | ||
| Q2 24 | 0.79× | — |
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% |
CLW
暂无分部数据
