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AXCELIS TECHNOLOGIES INC（ACLS）与CVD EQUIPMENT CORP（CVV）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CVD EQUIPMENT CORP的48.1倍（$238.3M vs $5.0M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -25.6%，领先40.0%）。AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -33.2%）。CVD EQUIPMENT CORP自由现金流更多（$396.0K vs $-8.9M）。过去两年CVD EQUIPMENT CORP的营收复合增速更高（0.3% 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。
CVD Equipment Corp是一家专业设计、生产和供应定制化化学气相沉积系统、热处理设备及相关过程控制解决方案的企业，产品服务于半导体制造、可再生能源、航空航天、先进材料研发等领域，客户覆盖全球商用及科研机构。
ACLS vs CVV — 直观对比
营收规模更大
ACLS
是对方的48.1倍
$5.0M
营收增速更快
ACLS
高出27.6%
-33.2%
净利率更高
ACLS
高出40.0%
-25.6%
自由现金流更多
CVV
多$9.3M
$-8.9M
两年增速更快
CVV
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $5.0M |
| 净利润 | $34.3M | $-1.3M |
| 毛利率 | 47.0% | 22.2% |
| 营业利润率 | 15.2% | -27.2% |
| 净利率 | 14.4% | -25.6% |
| 营收同比 | -5.6% | -33.2% |
| 净利润同比 | -31.3% | -1060.6% |
| 每股收益（稀释后） | $1.11 | $-0.19 |
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ACLSCVV
| Q4 25 | $238.3M | $5.0M | ||
| Q3 25 | $213.6M | $7.4M | ||
| Q2 25 | $194.5M | $5.1M | ||
| Q1 25 | $192.6M | $8.3M | ||
| Q4 24 | $252.4M | $7.4M | ||
| Q3 24 | $256.6M | $8.2M | ||
| Q2 24 | $256.5M | $6.3M | ||
| Q1 24 | $252.4M | $4.9M |
净利润ACLSCVV
| Q4 25 | $34.3M | $-1.3M | ||
| Q3 25 | $26.0M | $384.0K | ||
| Q2 25 | $31.4M | $-1.1M | ||
| Q1 25 | $28.6M | $360.0K | ||
| Q4 24 | $50.0M | $132.0K | ||
| Q3 24 | $48.6M | $203.0K | ||
| Q2 24 | $50.9M | $-761.0K | ||
| Q1 24 | $51.6M | $-1.5M |
毛利率ACLSCVV
| Q4 25 | 47.0% | 22.2% | ||
| Q3 25 | 41.6% | 32.7% | ||
| Q2 25 | 44.9% | 21.0% | ||
| Q1 25 | 46.1% | 32.4% | ||
| Q4 24 | 46.0% | 26.3% | ||
| Q3 24 | 42.9% | 21.5% | ||
| Q2 24 | 43.8% | 24.3% | ||
| Q1 24 | 46.0% | 16.2% |
营业利润率ACLSCVV
| Q4 25 | 15.2% | -27.2% | ||
| Q3 25 | 11.7% | 4.2% | ||
| Q2 25 | 14.9% | -22.3% | ||
| Q1 25 | 15.1% | 3.2% | ||
| Q4 24 | 21.6% | 0.4% | ||
| Q3 24 | 18.3% | 0.9% | ||
| Q2 24 | 20.6% | -14.2% | ||
| Q1 24 | 22.4% | -33.0% |
净利率ACLSCVV
| Q4 25 | 14.4% | -25.6% | ||
| Q3 25 | 12.2% | 5.2% | ||
| Q2 25 | 16.1% | -20.8% | ||
| Q1 25 | 14.8% | 4.3% | ||
| Q4 24 | 19.8% | 1.8% | ||
| Q3 24 | 18.9% | 2.5% | ||
| Q2 24 | 19.8% | -12.0% | ||
| Q1 24 | 20.4% | -29.9% |
每股收益（稀释后）ACLSCVV
| Q4 25 | $1.11 | $-0.19 | ||
| Q3 25 | $0.83 | $0.06 | ||
| Q2 25 | $0.98 | $-0.15 | ||
| Q1 25 | $0.88 | $0.05 | ||
| Q4 24 | $1.54 | $0.02 | ||
| Q3 24 | $1.49 | $0.03 | ||
| Q2 24 | $1.55 | $-0.11 | ||
| Q1 24 | $1.57 | $-0.22 |
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 | $8.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $24.7M |
| 总资产 | $1.4B | $27.5M |
| 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ACLSCVV
| Q4 25 | $374.3M | $8.7M | ||
| Q3 25 | $449.6M | $8.4M | ||
| Q2 25 | $549.8M | $7.0M | ||
| Q1 25 | $587.1M | $10.2M | ||
| Q4 24 | $571.3M | $12.6M | ||
| Q3 24 | $579.4M | $10.0M | ||
| Q2 24 | $548.3M | $10.0M | ||
| Q1 24 | $530.2M | $11.9M |
总债务ACLSCVV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $268.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSCVV
| Q4 25 | $1.0B | $24.7M | ||
| Q3 25 | $1.0B | $25.8M | ||
| Q2 25 | $1.0B | $25.2M | ||
| Q1 25 | $1.0B | $26.0M | ||
| Q4 24 | $1.0B | $25.4M | ||
| Q3 24 | $975.6M | $25.0M | ||
| Q2 24 | $934.9M | $24.5M | ||
| Q1 24 | $901.7M | $25.0M |
总资产ACLSCVV
| Q4 25 | $1.4B | $27.5M | ||
| Q3 25 | $1.4B | $29.8M | ||
| Q2 25 | $1.3B | $29.9M | ||
| Q1 25 | $1.3B | $31.1M | ||
| Q4 24 | $1.3B | $31.7M | ||
| Q3 24 | $1.3B | $31.8M | ||
| Q2 24 | $1.3B | $33.8M | ||
| Q1 24 | $1.3B | $35.4M |
负债/权益比ACLSCVV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $397.0K |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $396.0K |
| 自由现金流率自由现金流/营收 | -3.7% | 8.0% |
| 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× | — |
| 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ACLSCVV
| Q4 25 | $-6.6M | $397.0K | ||
| Q3 25 | $45.4M | $1.4M | ||
| Q2 25 | $39.7M | $-3.2M | ||
| Q1 25 | $39.8M | $-2.3M | ||
| Q4 24 | $12.8M | $2.3M | ||
| Q3 24 | $45.7M | $32.0K | ||
| Q2 24 | $40.1M | $-1.7M | ||
| Q1 24 | $42.2M | $-2.0M |
自由现金流ACLSCVV
| Q4 25 | $-8.9M | $396.0K | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $-3.2M | ||
| Q1 25 | $34.8M | $-2.3M | ||
| Q4 24 | $8.1M | $2.1M | ||
| Q3 24 | $41.8M | $-5.0K | ||
| Q2 24 | $38.1M | $-1.8M | ||
| Q1 24 | $40.6M | $-2.1M |
自由现金流率ACLSCVV
| Q4 25 | -3.7% | 8.0% | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | -62.1% | ||
| Q1 25 | 18.1% | -27.7% | ||
| Q4 24 | 3.2% | 28.8% | ||
| Q3 24 | 16.3% | -0.1% | ||
| Q2 24 | 14.8% | -29.0% | ||
| Q1 24 | 16.1% | -42.9% |
资本支出强度ACLSCVV
| Q4 25 | 1.0% | 0.0% | ||
| Q3 25 | 0.9% | 0.0% | ||
| Q2 25 | 1.0% | 0.1% | ||
| Q1 25 | 2.6% | 0.5% | ||
| Q4 24 | 1.8% | 1.5% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 0.8% | 1.8% | ||
| Q1 24 | 0.6% | 1.4% |
现金转化率ACLSCVV
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 3.53× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | -6.28× | ||
| Q4 24 | 0.26× | 17.05× | ||
| Q3 24 | 0.94× | 0.16× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | — |
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% |
CVV
| Transferred Over Time | $3.8M | 76% |
| Transferred At Point In Time | $1.2M | 24% |
