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AXCELIS TECHNOLOGIES INC（ACLS）与COHEN & STEERS, INC.（CNS）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COHEN & STEERS, INC.的1.7倍（$238.3M vs $143.8M），COHEN & STEERS, INC.净利率更高（24.3% vs 14.4%，领先9.9%），COHEN & STEERS, INC.同比增速更快（2.9% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-126.4M），过去两年COHEN & STEERS, INC.的营收复合增速更高（8.3% 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。
科恩斯蒂尔是一家美国投资管理企业，专注于通过房地产投资信托（REIT）开展不动产证券投资，同时布局优先证券相关的另类收益类投资业务，在全球不动产和另类收益投资领域拥有专业的运营经验。
ACLS vs CNS — 直观对比
营收规模更大
ACLS
是对方的1.7倍
$143.8M
营收增速更快
CNS
高出8.5%
-5.6%
净利率更高
CNS
高出9.9%
14.4%
自由现金流更多
ACLS
多$117.5M
$-126.4M
两年增速更快
CNS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $143.8M |
| 净利润 | $34.3M | $34.9M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 28.0% |
| 净利率 | 14.4% | 24.3% |
| 营收同比 | -5.6% | 2.9% |
| 净利润同比 | -31.3% | -23.9% |
| 每股收益（稀释后） | $1.11 | $0.67 |
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ACLSCNS
| Q4 25 | $238.3M | $143.8M | ||
| Q3 25 | $213.6M | $141.7M | ||
| Q2 25 | $194.5M | $136.1M | ||
| Q1 25 | $192.6M | $134.5M | ||
| Q4 24 | $252.4M | $139.8M | ||
| Q3 24 | $256.6M | $133.2M | ||
| Q2 24 | $256.5M | $121.7M | ||
| Q1 24 | $252.4M | $122.7M |
净利润ACLSCNS
| Q4 25 | $34.3M | $34.9M | ||
| Q3 25 | $26.0M | $41.7M | ||
| Q2 25 | $31.4M | $36.8M | ||
| Q1 25 | $28.6M | $39.8M | ||
| Q4 24 | $50.0M | $45.8M | ||
| Q3 24 | $48.6M | $39.7M | ||
| Q2 24 | $50.9M | $31.8M | ||
| Q1 24 | $51.6M | $34.0M |
毛利率ACLSCNS
| 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ACLSCNS
| Q4 25 | 15.2% | 28.0% | ||
| Q3 25 | 11.7% | 34.5% | ||
| Q2 25 | 14.9% | 31.8% | ||
| Q1 25 | 15.1% | 33.6% | ||
| Q4 24 | 21.6% | 35.3% | ||
| Q3 24 | 18.3% | 33.7% | ||
| Q2 24 | 20.6% | 31.5% | ||
| Q1 24 | 22.4% | 32.8% |
净利率ACLSCNS
| Q4 25 | 14.4% | 24.3% | ||
| Q3 25 | 12.2% | 29.4% | ||
| Q2 25 | 16.1% | 27.1% | ||
| Q1 25 | 14.8% | 29.6% | ||
| Q4 24 | 19.8% | 32.8% | ||
| Q3 24 | 18.9% | 29.8% | ||
| Q2 24 | 19.8% | 26.1% | ||
| Q1 24 | 20.4% | 27.7% |
每股收益（稀释后）ACLSCNS
| Q4 25 | $1.11 | $0.67 | ||
| Q3 25 | $0.83 | $0.81 | ||
| Q2 25 | $0.98 | $0.72 | ||
| Q1 25 | $0.88 | $0.77 | ||
| Q4 24 | $1.54 | $0.89 | ||
| Q3 24 | $1.49 | $0.77 | ||
| Q2 24 | $1.55 | $0.63 | ||
| Q1 24 | $1.57 | $0.68 |
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 | $145.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $562.0M |
| 总资产 | $1.4B | $876.7M |
| 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ACLSCNS
| Q4 25 | $374.3M | $145.5M | ||
| Q3 25 | $449.6M | $98.1M | ||
| Q2 25 | $549.8M | $95.4M | ||
| Q1 25 | $587.1M | $65.2M | ||
| Q4 24 | $571.3M | $183.0M | ||
| Q3 24 | $579.4M | $106.5M | ||
| Q2 24 | $548.3M | $122.0M | ||
| Q1 24 | $530.2M | $99.5M |
股东权益ACLSCNS
| Q4 25 | $1.0B | $562.0M | ||
| Q3 25 | $1.0B | $550.3M | ||
| Q2 25 | $1.0B | $528.5M | ||
| Q1 25 | $1.0B | $507.7M | ||
| Q4 24 | $1.0B | $511.7M | ||
| Q3 24 | $975.6M | $491.0M | ||
| Q2 24 | $934.9M | $463.2M | ||
| Q1 24 | $901.7M | $378.9M |
总资产ACLSCNS
| Q4 25 | $1.4B | $876.7M | ||
| Q3 25 | $1.4B | $801.6M | ||
| Q2 25 | $1.3B | $751.0M | ||
| Q1 25 | $1.3B | $834.9M | ||
| Q4 24 | $1.3B | $812.4M | ||
| Q3 24 | $1.3B | $727.8M | ||
| Q2 24 | $1.3B | $784.1M | ||
| Q1 24 | $1.3B | $680.7M |
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 | $-120.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-126.4M |
| 自由现金流率自由现金流/营收 | -3.7% | -87.9% |
| 资本支出强度资本支出/营收 | 1.0% | 4.2% |
| 现金转化率经营现金流/净利润 | -0.19× | -3.45× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $-253.6M |
8季度趋势，按日历期对齐
经营现金流ACLSCNS
| Q4 25 | $-6.6M | $-120.4M | ||
| Q3 25 | $45.4M | $55.1M | ||
| Q2 25 | $39.7M | $-67.6M | ||
| Q1 25 | $39.8M | $-108.9M | ||
| Q4 24 | $12.8M | $96.7M | ||
| Q3 24 | $45.7M | $25.6M | ||
| Q2 24 | $40.1M | $31.4M | ||
| Q1 24 | $42.2M | $4.9M |
自由现金流ACLSCNS
| Q4 25 | $-8.9M | $-126.4M | ||
| Q3 25 | $43.3M | $52.6M | ||
| Q2 25 | $37.7M | $-69.8M | ||
| Q1 25 | $34.8M | $-110.0M | ||
| Q4 24 | $8.1M | $85.0M | ||
| Q3 24 | $41.8M | $24.2M | ||
| Q2 24 | $38.1M | $27.1M | ||
| Q1 24 | $40.6M | $537.0K |
自由现金流率ACLSCNS
| Q4 25 | -3.7% | -87.9% | ||
| Q3 25 | 20.3% | 37.1% | ||
| Q2 25 | 19.4% | -51.3% | ||
| Q1 25 | 18.1% | -81.8% | ||
| Q4 24 | 3.2% | 60.8% | ||
| Q3 24 | 16.3% | 18.2% | ||
| Q2 24 | 14.8% | 22.3% | ||
| Q1 24 | 16.1% | 0.4% |
资本支出强度ACLSCNS
| Q4 25 | 1.0% | 4.2% | ||
| Q3 25 | 0.9% | 1.8% | ||
| Q2 25 | 1.0% | 1.6% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 1.8% | 8.3% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 0.8% | 3.5% | ||
| Q1 24 | 0.6% | 3.5% |
现金转化率ACLSCNS
| Q4 25 | -0.19× | -3.45× | ||
| Q3 25 | 1.75× | 1.32× | ||
| Q2 25 | 1.27× | -1.84× | ||
| Q1 25 | 1.39× | -2.74× | ||
| Q4 24 | 0.26× | 2.11× | ||
| Q3 24 | 0.94× | 0.65× | ||
| Q2 24 | 0.79× | 0.99× | ||
| Q1 24 | 0.82× | 0.14× |
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% |
CNS
暂无分部数据
