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AXCELIS TECHNOLOGIES INC（ACLS）与CSW INDUSTRIALS, INC.（CSW）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CSW INDUSTRIALS, INC.的1.0倍（$238.3M vs $233.0M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 4.4%，领先10.0%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs -5.6%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $-8.9M），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% 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。
ACLS vs CSW — 直观对比
营收规模更大
ACLS
是对方的1.0倍
$233.0M
营收增速更快
CSW
高出25.9%
-5.6%
净利率更高
ACLS
高出10.0%
4.4%
自由现金流更多
CSW
多$31.6M
$-8.9M
两年增速更快
CSW
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $233.0M |
| 净利润 | $34.3M | $10.3M |
| 毛利率 | 47.0% | 39.7% |
| 营业利润率 | 15.2% | 7.4% |
| 净利率 | 14.4% | 4.4% |
| 营收同比 | -5.6% | 20.3% |
| 净利润同比 | -31.3% | -61.9% |
| 每股收益（稀释后） | $1.11 | $0.62 |
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ACLSCSW
| Q4 25 | $238.3M | $233.0M | ||
| Q3 25 | $213.6M | $277.0M | ||
| Q2 25 | $194.5M | $263.6M | ||
| Q1 25 | $192.6M | $230.5M | ||
| Q4 24 | $252.4M | $193.6M | ||
| Q3 24 | $256.6M | $227.9M | ||
| Q2 24 | $256.5M | $226.2M | ||
| Q1 24 | $252.4M | $210.9M |
净利润ACLSCSW
| Q4 25 | $34.3M | $10.3M | ||
| Q3 25 | $26.0M | $40.7M | ||
| Q2 25 | $31.4M | $40.9M | ||
| Q1 25 | $28.6M | $35.1M | ||
| Q4 24 | $50.0M | $26.9M | ||
| Q3 24 | $48.6M | $36.1M | ||
| Q2 24 | $50.9M | $38.6M | ||
| Q1 24 | $51.6M | $31.8M |
毛利率ACLSCSW
| Q4 25 | 47.0% | 39.7% | ||
| Q3 25 | 41.6% | 43.0% | ||
| Q2 25 | 44.9% | 43.8% | ||
| Q1 25 | 46.1% | 44.2% | ||
| Q4 24 | 46.0% | 41.4% | ||
| Q3 24 | 42.9% | 45.6% | ||
| Q2 24 | 43.8% | 47.5% | ||
| Q1 24 | 46.0% | 44.4% |
营业利润率ACLSCSW
| Q4 25 | 15.2% | 7.4% | ||
| Q3 25 | 11.7% | 20.5% | ||
| Q2 25 | 14.9% | 20.8% | ||
| Q1 25 | 15.1% | 19.5% | ||
| Q4 24 | 21.6% | 15.3% | ||
| Q3 24 | 18.3% | 22.6% | ||
| Q2 24 | 20.6% | 24.3% | ||
| Q1 24 | 22.4% | 21.0% |
净利率ACLSCSW
| Q4 25 | 14.4% | 4.4% | ||
| Q3 25 | 12.2% | 14.7% | ||
| Q2 25 | 16.1% | 15.5% | ||
| Q1 25 | 14.8% | 15.2% | ||
| Q4 24 | 19.8% | 13.9% | ||
| Q3 24 | 18.9% | 15.8% | ||
| Q2 24 | 19.8% | 17.1% | ||
| Q1 24 | 20.4% | 15.1% |
每股收益（稀释后）ACLSCSW
| Q4 25 | $1.11 | $0.62 | ||
| Q3 25 | $0.83 | $2.41 | ||
| Q2 25 | $0.98 | $2.43 | ||
| Q1 25 | $0.88 | $2.05 | ||
| Q4 24 | $1.54 | $1.60 | ||
| Q3 24 | $1.49 | $2.26 | ||
| Q2 24 | $1.55 | $2.47 | ||
| Q1 24 | $1.57 | $2.03 |
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 | $40.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.1B |
| 总资产 | $1.4B | $2.3B |
| 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ACLSCSW
| Q4 25 | $374.3M | $40.2M | ||
| Q3 25 | $449.6M | $31.5M | ||
| Q2 25 | $549.8M | $38.0M | ||
| Q1 25 | $587.1M | $225.8M | ||
| Q4 24 | $571.3M | $213.8M | ||
| Q3 24 | $579.4M | $273.2M | ||
| Q2 24 | $548.3M | $18.9M | ||
| Q1 24 | $530.2M | $22.2M |
总债务ACLSCSW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
股东权益ACLSCSW
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $975.6M | $1.0B | ||
| Q2 24 | $934.9M | $650.2M | ||
| Q1 24 | $901.7M | $615.7M |
总资产ACLSCSW
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.3B | $1.0B |
负债/权益比ACLSCSW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.27× |
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 | $28.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $22.7M |
| 自由现金流率自由现金流/营收 | -3.7% | 9.8% |
| 资本支出强度资本支出/营收 | 1.0% | 2.6% |
| 现金转化率经营现金流/净利润 | -0.19× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $162.0M |
8季度趋势，按日历期对齐
经营现金流ACLSCSW
| Q4 25 | $-6.6M | $28.9M | ||
| Q3 25 | $45.4M | $61.8M | ||
| Q2 25 | $39.7M | $60.6M | ||
| Q1 25 | $39.8M | $27.3M | ||
| Q4 24 | $12.8M | $11.6M | ||
| Q3 24 | $45.7M | $66.8M | ||
| Q2 24 | $40.1M | $62.7M | ||
| Q1 24 | $42.2M | $22.4M |
自由现金流ACLSCSW
| Q4 25 | $-8.9M | $22.7M | ||
| Q3 25 | $43.3M | $58.7M | ||
| Q2 25 | $37.7M | $57.7M | ||
| Q1 25 | $34.8M | $22.8M | ||
| Q4 24 | $8.1M | $8.5M | ||
| Q3 24 | $41.8M | $61.3M | ||
| Q2 24 | $38.1M | $59.6M | ||
| Q1 24 | $40.6M | $17.5M |
自由现金流率ACLSCSW
| Q4 25 | -3.7% | 9.8% | ||
| Q3 25 | 20.3% | 21.2% | ||
| Q2 25 | 19.4% | 21.9% | ||
| Q1 25 | 18.1% | 9.9% | ||
| Q4 24 | 3.2% | 4.4% | ||
| Q3 24 | 16.3% | 26.9% | ||
| Q2 24 | 14.8% | 26.3% | ||
| Q1 24 | 16.1% | 8.3% |
资本支出强度ACLSCSW
| Q4 25 | 1.0% | 2.6% | ||
| Q3 25 | 0.9% | 1.1% | ||
| Q2 25 | 1.0% | 1.1% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 1.8% | 1.6% | ||
| Q3 24 | 1.5% | 2.4% | ||
| Q2 24 | 0.8% | 1.4% | ||
| Q1 24 | 0.6% | 2.3% |
现金转化率ACLSCSW
| Q4 25 | -0.19× | 2.81× | ||
| Q3 25 | 1.75× | 1.52× | ||
| Q2 25 | 1.27× | 1.48× | ||
| Q1 25 | 1.39× | 0.78× | ||
| Q4 24 | 0.26× | 0.43× | ||
| Q3 24 | 0.94× | 1.85× | ||
| Q2 24 | 0.79× | 1.62× | ||
| Q1 24 | 0.82× | 0.71× |
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% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
