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AXCELIS TECHNOLOGIES INC（ACLS）与CVB FINANCIAL CORP（CVBF）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CVB FINANCIAL CORP的1.8倍（$238.3M vs $133.8M），CVB FINANCIAL CORP同比增速更快（8.4% vs -5.6%），CVB FINANCIAL CORP自由现金流更多（$217.3M vs $-8.9M），过去两年CVB FINANCIAL CORP的营收复合增速更高（2.8% 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。
CVB金融集团是一家美国银行控股公司，运营公民商业银行，主要服务加利福尼亚州市场，面向中小企业、专业机构及个人客户提供商业银行、个人银行、财富管理等多元金融服务，核心业务包含商业贷款、存款账户、资产管理等。
ACLS vs CVBF — 直观对比
营收规模更大
ACLS
是对方的1.8倍
$133.8M
营收增速更快
CVBF
高出13.9%
-5.6%
自由现金流更多
CVBF
多$226.2M
$-8.9M
两年增速更快
CVBF
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $133.8M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 55.6% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 8.4% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.41 |
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ACLSCVBF
| Q4 25 | $238.3M | $133.8M | ||
| Q3 25 | $213.6M | $128.6M | ||
| Q2 25 | $194.5M | $126.4M | ||
| Q1 25 | $192.6M | $126.7M | ||
| Q4 24 | $252.4M | $123.5M | ||
| Q3 24 | $256.6M | $126.5M | ||
| Q2 24 | $256.5M | $125.3M | ||
| Q1 24 | $252.4M | $126.6M |
净利润ACLSCVBF
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $52.6M | ||
| Q2 25 | $31.4M | $50.6M | ||
| Q1 25 | $28.6M | $51.1M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $51.2M | ||
| Q2 24 | $50.9M | $50.0M | ||
| Q1 24 | $51.6M | $48.6M |
毛利率ACLSCVBF
| 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ACLSCVBF
| Q4 25 | 15.2% | 55.6% | ||
| Q3 25 | 11.7% | 53.7% | ||
| Q2 25 | 14.9% | 54.4% | ||
| Q1 25 | 15.1% | 54.9% | ||
| Q4 24 | 21.6% | 55.1% | ||
| Q3 24 | 18.3% | 53.5% | ||
| Q2 24 | 20.6% | 54.9% | ||
| Q1 24 | 22.4% | 52.8% |
净利率ACLSCVBF
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 40.9% | ||
| Q2 25 | 16.1% | 40.0% | ||
| Q1 25 | 14.8% | 40.3% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 40.5% | ||
| Q2 24 | 19.8% | 39.9% | ||
| Q1 24 | 20.4% | 38.4% |
每股收益（稀释后）ACLSCVBF
| Q4 25 | $1.11 | $0.41 | ||
| Q3 25 | $0.83 | $0.38 | ||
| Q2 25 | $0.98 | $0.37 | ||
| Q1 25 | $0.88 | $0.36 | ||
| Q4 24 | $1.54 | $0.36 | ||
| Q3 24 | $1.49 | $0.37 | ||
| Q2 24 | $1.55 | $0.36 | ||
| Q1 24 | $1.57 | $0.35 |
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 | $376.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $2.3B |
| 总资产 | $1.4B | $15.6B |
| 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ACLSCVBF
| Q4 25 | $374.3M | $376.4M | ||
| Q3 25 | $449.6M | $783.9M | ||
| Q2 25 | $549.8M | $738.6M | ||
| Q1 25 | $587.1M | $529.1M | ||
| Q4 24 | $571.3M | $204.7M | ||
| Q3 24 | $579.4M | $453.5M | ||
| Q2 24 | $548.3M | $844.2M | ||
| Q1 24 | $530.2M | $949.6M |
股东权益ACLSCVBF
| Q4 25 | $1.0B | $2.3B | ||
| Q3 25 | $1.0B | $2.3B | ||
| Q2 25 | $1.0B | $2.2B | ||
| Q1 25 | $1.0B | $2.2B | ||
| Q4 24 | $1.0B | $2.2B | ||
| Q3 24 | $975.6M | $2.2B | ||
| Q2 24 | $934.9M | $2.1B | ||
| Q1 24 | $901.7M | $2.1B |
总资产ACLSCVBF
| Q4 25 | $1.4B | $15.6B | ||
| Q3 25 | $1.4B | $15.7B | ||
| Q2 25 | $1.3B | $15.4B | ||
| Q1 25 | $1.3B | $15.3B | ||
| Q4 24 | $1.3B | $15.2B | ||
| Q3 24 | $1.3B | $15.4B | ||
| Q2 24 | $1.3B | $16.2B | ||
| Q1 24 | $1.3B | $16.5B |
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 | $221.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $217.3M |
| 自由现金流率自由现金流/营收 | -3.7% | 162.4% |
| 资本支出强度资本支出/营收 | 1.0% | 3.0% |
| 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 | $391.5M |
8季度趋势，按日历期对齐
经营现金流ACLSCVBF
| Q4 25 | $-6.6M | $221.4M | ||
| Q3 25 | $45.4M | $81.5M | ||
| Q2 25 | $39.7M | $53.1M | ||
| Q1 25 | $39.8M | $41.9M | ||
| Q4 24 | $12.8M | $249.8M | ||
| Q3 24 | $45.7M | $71.4M | ||
| Q2 24 | $40.1M | $26.1M | ||
| Q1 24 | $42.2M | $77.5M |
自由现金流ACLSCVBF
| Q4 25 | $-8.9M | $217.3M | ||
| Q3 25 | $43.3M | $80.7M | ||
| Q2 25 | $37.7M | $52.3M | ||
| Q1 25 | $34.8M | $41.2M | ||
| Q4 24 | $8.1M | $244.6M | ||
| Q3 24 | $41.8M | $70.2M | ||
| Q2 24 | $38.1M | $24.4M | ||
| Q1 24 | $40.6M | $77.3M |
自由现金流率ACLSCVBF
| Q4 25 | -3.7% | 162.4% | ||
| Q3 25 | 20.3% | 62.8% | ||
| Q2 25 | 19.4% | 41.4% | ||
| Q1 25 | 18.1% | 32.5% | ||
| Q4 24 | 3.2% | 198.0% | ||
| Q3 24 | 16.3% | 55.5% | ||
| Q2 24 | 14.8% | 19.5% | ||
| Q1 24 | 16.1% | 61.1% |
资本支出强度ACLSCVBF
| Q4 25 | 1.0% | 3.0% | ||
| Q3 25 | 0.9% | 0.7% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 2.6% | 0.5% | ||
| Q4 24 | 1.8% | 4.2% | ||
| Q3 24 | 1.5% | 1.0% | ||
| Q2 24 | 0.8% | 1.4% | ||
| Q1 24 | 0.6% | 0.1% |
现金转化率ACLSCVBF
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 1.55× | ||
| Q2 25 | 1.27× | 1.05× | ||
| Q1 25 | 1.39× | 0.82× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 1.39× | ||
| Q2 24 | 0.79× | 0.52× | ||
| Q1 24 | 0.82× | 1.59× |
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% |
CVBF
暂无分部数据
