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AXCELIS TECHNOLOGIES INC（ACLS）与Cricut, Inc.（CRCT）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Cricut, Inc.的1.2倍（$238.3M vs $203.6M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 3.8%，领先10.6%）。Cricut, Inc.同比增速更快（-2.7% vs -5.6%）。过去两年Cricut, Inc.的营收复合增速更高（10.3% 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。
Cricut, Inc.是面向家庭手工爱好者的美国品牌，主营计算机控制的切割机产品。这类设备可切割纸张、毛毡、乙烯基、布料，也可加工皮革、纸板、木材等多种材料，是手工创作场景的实用工具。
ACLS vs CRCT — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$203.6M
营收增速更快
CRCT
高出2.9%
-5.6%
净利率更高
ACLS
高出10.6%
3.8%
两年增速更快
CRCT
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $203.6M |
| 净利润 | $34.3M | $7.8M |
| 毛利率 | 47.0% | 47.4% |
| 营业利润率 | 15.2% | 6.8% |
| 净利率 | 14.4% | 3.8% |
| 营收同比 | -5.6% | -2.7% |
| 净利润同比 | -31.3% | -34.7% |
| 每股收益（稀释后） | $1.11 | $0.03 |
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ACLSCRCT
| Q4 25 | $238.3M | $203.6M | ||
| Q3 25 | $213.6M | $170.4M | ||
| Q2 25 | $194.5M | $172.1M | ||
| Q1 25 | $192.6M | $162.6M | ||
| Q4 24 | $252.4M | $209.3M | ||
| Q3 24 | $256.6M | $167.9M | ||
| Q2 24 | $256.5M | $167.9M | ||
| Q1 24 | $252.4M | $167.4M |
净利润ACLSCRCT
| Q4 25 | $34.3M | $7.8M | ||
| Q3 25 | $26.0M | $20.5M | ||
| Q2 25 | $31.4M | $24.5M | ||
| Q1 25 | $28.6M | $23.9M | ||
| Q4 24 | $50.0M | $11.9M | ||
| Q3 24 | $48.6M | $11.5M | ||
| Q2 24 | $50.9M | $19.8M | ||
| Q1 24 | $51.6M | $19.6M |
毛利率ACLSCRCT
| Q4 25 | 47.0% | 47.4% | ||
| Q3 25 | 41.6% | 55.2% | ||
| Q2 25 | 44.9% | 59.0% | ||
| Q1 25 | 46.1% | 60.5% | ||
| Q4 24 | 46.0% | 44.9% | ||
| Q3 24 | 42.9% | 46.1% | ||
| Q2 24 | 43.8% | 53.5% | ||
| Q1 24 | 46.0% | 54.7% |
营业利润率ACLSCRCT
| Q4 25 | 15.2% | 6.8% | ||
| Q3 25 | 11.7% | 13.3% | ||
| Q2 25 | 14.9% | 17.5% | ||
| Q1 25 | 15.1% | 18.0% | ||
| Q4 24 | 21.6% | 6.6% | ||
| Q3 24 | 18.3% | 6.3% | ||
| Q2 24 | 20.6% | 15.7% | ||
| Q1 24 | 22.4% | 15.1% |
净利率ACLSCRCT
| Q4 25 | 14.4% | 3.8% | ||
| Q3 25 | 12.2% | 12.0% | ||
| Q2 25 | 16.1% | 14.2% | ||
| Q1 25 | 14.8% | 14.7% | ||
| Q4 24 | 19.8% | 5.7% | ||
| Q3 24 | 18.9% | 6.8% | ||
| Q2 24 | 19.8% | 11.8% | ||
| Q1 24 | 20.4% | 11.7% |
每股收益（稀释后）ACLSCRCT
| Q4 25 | $1.11 | $0.03 | ||
| Q3 25 | $0.83 | $0.10 | ||
| Q2 25 | $0.98 | $0.11 | ||
| Q1 25 | $0.88 | $0.11 | ||
| Q4 24 | $1.54 | $0.06 | ||
| Q3 24 | $1.49 | $0.05 | ||
| Q2 24 | $1.55 | $0.09 | ||
| Q1 24 | $1.57 | $0.09 |
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 | $275.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $343.6M |
| 总资产 | $1.4B | $580.8M |
| 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ACLSCRCT
| Q4 25 | $374.3M | $275.6M | ||
| Q3 25 | $449.6M | $207.1M | ||
| Q2 25 | $549.8M | $376.9M | ||
| Q1 25 | $587.1M | $356.7M | ||
| Q4 24 | $571.3M | $336.9M | ||
| Q3 24 | $579.4M | $246.9M | ||
| Q2 24 | $548.3M | $299.5M | ||
| Q1 24 | $530.2M | $281.7M |
股东权益ACLSCRCT
| Q4 25 | $1.0B | $343.6M | ||
| Q3 25 | $1.0B | $358.4M | ||
| Q2 25 | $1.0B | $308.9M | ||
| Q1 25 | $1.0B | $490.2M | ||
| Q4 24 | $1.0B | $466.8M | ||
| Q3 24 | $975.6M | $475.8M | ||
| Q2 24 | $934.9M | $448.5M | ||
| Q1 24 | $901.7M | $552.6M |
总资产ACLSCRCT
| Q4 25 | $1.4B | $580.8M | ||
| Q3 25 | $1.4B | $564.3M | ||
| Q2 25 | $1.3B | $721.5M | ||
| Q1 25 | $1.3B | $681.7M | ||
| Q4 24 | $1.3B | $693.0M | ||
| Q3 24 | $1.3B | $663.8M | ||
| Q2 24 | $1.3B | $742.1M | ||
| Q1 24 | $1.3B | $723.7M |
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 | $82.4M |
| 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× | 10.58× |
| 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ACLSCRCT
| Q4 25 | $-6.6M | $82.4M | ||
| Q3 25 | $45.4M | $20.5M | ||
| Q2 25 | $39.7M | $36.2M | ||
| Q1 25 | $39.8M | $61.2M | ||
| Q4 24 | $12.8M | $103.1M | ||
| Q3 24 | $45.7M | $70.2M | ||
| Q2 24 | $40.1M | $35.0M | ||
| Q1 24 | $42.2M | $56.7M |
自由现金流ACLSCRCT
| 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 | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSCRCT
| 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% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSCRCT
| 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% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSCRCT
| Q4 25 | -0.19× | 10.58× | ||
| Q3 25 | 1.75× | 1.00× | ||
| Q2 25 | 1.27× | 1.48× | ||
| Q1 25 | 1.39× | 2.56× | ||
| Q4 24 | 0.26× | 8.64× | ||
| Q3 24 | 0.94× | 6.11× | ||
| Q2 24 | 0.79× | 1.77× | ||
| Q1 24 | 0.82× | 2.89× |
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% |
CRCT
| Platform | $83.9M | 41% |
| Connected Machines | $65.2M | 32% |
| Accessories And Materials | $54.4M | 27% |
