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AXCELIS TECHNOLOGIES INC（ACLS）与CATALYST PHARMACEUTICALS, INC.（CPRX）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CATALYST PHARMACEUTICALS, INC.的1.6倍（$238.3M vs $152.6M），CATALYST PHARMACEUTICALS, INC.净利率更高（34.5% vs 14.4%，领先20.1%），CATALYST PHARMACEUTICALS, INC.同比增速更快（7.6% vs -5.6%），CATALYST PHARMACEUTICALS, INC.自由现金流更多（$44.9M vs $-8.9M），过去两年CATALYST PHARMACEUTICALS, INC.的营收复合增速更高（24.5% 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。
Catalyst Pharmaceuticals是一家总部位于美国佛罗里达州科勒尔盖布尔斯的生物制药企业，专注于罕见病药物研发。核心产品包括用于治疗兰伯特-伊顿肌无力综合征（LEMS）的氨吡啶磷酸盐，商品名为Firdapse。该药物2018年11月获FDA批准，除原有成人适应症外，还可用于6岁及以上的LEMS儿童患者。
ACLS vs CPRX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $152.6M |
| 净利润 | $34.3M | $52.7M |
| 毛利率 | 47.0% | 82.9% |
| 营业利润率 | 15.2% | 40.5% |
| 净利率 | 14.4% | 34.5% |
| 营收同比 | -5.6% | 7.6% |
| 净利润同比 | -31.3% | -5.8% |
| 每股收益（稀释后） | $1.11 | $0.40 |
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
| Q4 25 | $238.3M | $152.6M | ||
| Q3 25 | $213.6M | $148.4M | ||
| Q2 25 | $194.5M | $146.6M | ||
| Q1 25 | $192.6M | $141.4M | ||
| Q4 24 | $252.4M | $141.8M | ||
| Q3 24 | $256.6M | $128.7M | ||
| Q2 24 | $256.5M | $122.7M | ||
| Q1 24 | $252.4M | $98.5M |
| Q4 25 | $34.3M | $52.7M | ||
| Q3 25 | $26.0M | $52.8M | ||
| Q2 25 | $31.4M | $52.1M | ||
| Q1 25 | $28.6M | $56.7M | ||
| Q4 24 | $50.0M | $55.9M | ||
| Q3 24 | $48.6M | $43.9M | ||
| Q2 24 | $50.9M | $40.8M | ||
| Q1 24 | $51.6M | $23.3M |
| Q4 25 | 47.0% | 82.9% | ||
| Q3 25 | 41.6% | 84.7% | ||
| Q2 25 | 44.9% | 85.9% | ||
| Q1 25 | 46.1% | 87.3% | ||
| Q4 24 | 46.0% | 84.7% | ||
| Q3 24 | 42.9% | 85.0% | ||
| Q2 24 | 43.8% | 87.4% | ||
| Q1 24 | 46.0% | 87.3% |
| Q4 25 | 15.2% | 40.5% | ||
| Q3 25 | 11.7% | 44.7% | ||
| Q2 25 | 14.9% | 45.2% | ||
| Q1 25 | 15.1% | 44.8% | ||
| Q4 24 | 21.6% | 44.3% | ||
| Q3 24 | 18.3% | 39.6% | ||
| Q2 24 | 20.6% | 44.2% | ||
| Q1 24 | 22.4% | 27.5% |
| Q4 25 | 14.4% | 34.5% | ||
| Q3 25 | 12.2% | 35.6% | ||
| Q2 25 | 16.1% | 35.6% | ||
| Q1 25 | 14.8% | 40.1% | ||
| Q4 24 | 19.8% | 39.4% | ||
| Q3 24 | 18.9% | 34.1% | ||
| Q2 24 | 19.8% | 33.2% | ||
| Q1 24 | 20.4% | 23.6% |
| Q4 25 | $1.11 | $0.40 | ||
| Q3 25 | $0.83 | $0.42 | ||
| Q2 25 | $0.98 | $0.41 | ||
| Q1 25 | $0.88 | $0.45 | ||
| Q4 24 | $1.54 | $0.44 | ||
| Q3 24 | $1.49 | $0.35 | ||
| Q2 24 | $1.55 | $0.33 | ||
| Q1 24 | $1.57 | $0.19 |
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 | $709.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $954.3M |
| 总资产 | $1.4B | $1.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $709.2M | ||
| Q3 25 | $449.6M | $689.9M | ||
| Q2 25 | $549.8M | $652.8M | ||
| Q1 25 | $587.1M | $580.7M | ||
| Q4 24 | $571.3M | $517.6M | ||
| Q3 24 | $579.4M | $442.3M | ||
| Q2 24 | $548.3M | $375.7M | ||
| Q1 24 | $530.2M | $310.4M |
| Q4 25 | $1.0B | $954.3M | ||
| Q3 25 | $1.0B | $920.2M | ||
| Q2 25 | $1.0B | $856.0M | ||
| Q1 25 | $1.0B | $794.3M | ||
| Q4 24 | $1.0B | $727.6M | ||
| Q3 24 | $975.6M | $660.9M | ||
| Q2 24 | $934.9M | $608.7M | ||
| Q1 24 | $901.7M | $561.4M |
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $971.9M | ||
| Q1 25 | $1.3B | $908.9M | ||
| Q4 24 | $1.3B | $851.4M | ||
| Q3 24 | $1.3B | $772.0M | ||
| Q2 24 | $1.3B | $706.4M | ||
| Q1 24 | $1.3B | $646.7M |
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 | $44.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $44.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 29.4% |
| 资本支出强度资本支出/营收 | 1.0% | 0.0% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.85× |
| 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
| Q4 25 | $-6.6M | $44.9M | ||
| Q3 25 | $45.4M | $32.4M | ||
| Q2 25 | $39.7M | $71.3M | ||
| Q1 25 | $39.8M | $60.0M | ||
| Q4 24 | $12.8M | $70.9M | ||
| Q3 24 | $45.7M | $72.9M | ||
| Q2 24 | $40.1M | $64.1M | ||
| Q1 24 | $42.2M | $31.9M |
| Q4 25 | $-8.9M | $44.9M | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $71.3M | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | $70.8M | ||
| Q3 24 | $41.8M | $72.6M | ||
| Q2 24 | $38.1M | $64.1M | ||
| Q1 24 | $40.6M | $31.7M |
| Q4 25 | -3.7% | 29.4% | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | 48.6% | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | 49.9% | ||
| Q3 24 | 16.3% | 56.4% | ||
| Q2 24 | 14.8% | 52.3% | ||
| Q1 24 | 16.1% | 32.2% |
| Q4 25 | 1.0% | 0.0% | ||
| Q3 25 | 0.9% | 0.0% | ||
| Q2 25 | 1.0% | 0.0% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.5% | 0.2% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 0.6% | 0.2% |
| Q4 25 | -0.19× | 0.85× | ||
| Q3 25 | 1.75× | 0.61× | ||
| Q2 25 | 1.27× | 1.37× | ||
| Q1 25 | 1.39× | 1.06× | ||
| Q4 24 | 0.26× | 1.27× | ||
| Q3 24 | 0.94× | 1.66× | ||
| Q2 24 | 0.79× | 1.57× | ||
| Q1 24 | 0.82× | 1.37× |
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% |
CPRX
| Firdapse | $97.6M | 64% |
| Agamree | $35.3M | 23% |
| Fycompa | $19.6M | 13% |
