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AXCELIS TECHNOLOGIES INC（ACLS）与Clearway Energy, Inc.（CWEN）财务数据对比。点击上方公司名可切换其他公司
Clearway Energy, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$354.0M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -19.2%，领先33.6%），Clearway Energy, Inc.同比增速更快（18.8% vs -5.6%），过去两年Clearway Energy, Inc.的营收复合增速更高（-1.7% 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。
NRG能源是总部位于美国得克萨斯州休斯敦的能源企业，前身为后续更名为埃克西尔能源的北方州电力公司的批发业务板块，2000年独立运营。业务覆盖发电与电力零售，拥有天然气、煤炭、石油、核能、风电、公用事业级及分布式太阳能等发电资产，服务超700万零售用户。
ACLS vs CWEN — 直观对比
营收规模更大
CWEN
是对方的1.5倍
$238.3M
营收增速更快
CWEN
高出24.4%
-5.6%
净利率更高
ACLS
高出33.6%
-19.2%
两年增速更快
CWEN
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $354.0M |
| 净利润 | $34.3M | $-68.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 5.6% |
| 净利率 | 14.4% | -19.2% |
| 营收同比 | -5.6% | 18.8% |
| 净利润同比 | -31.3% | 34.6% |
| 每股收益（稀释后） | $1.11 | — |
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ACLSCWEN
| Q1 26 | — | $354.0M | ||
| Q4 25 | $238.3M | $310.0M | ||
| Q3 25 | $213.6M | $429.0M | ||
| Q2 25 | $194.5M | $392.0M | ||
| Q1 25 | $192.6M | $298.0M | ||
| Q4 24 | $252.4M | $256.0M | ||
| Q3 24 | $256.6M | $486.0M | ||
| Q2 24 | $256.5M | $366.0M |
净利润ACLSCWEN
| Q1 26 | — | $-68.0M | ||
| Q4 25 | $34.3M | $-104.0M | ||
| Q3 25 | $26.0M | $236.0M | ||
| Q2 25 | $31.4M | $33.0M | ||
| Q1 25 | $28.6M | $4.0M | ||
| Q4 24 | $50.0M | $3.0M | ||
| Q3 24 | $48.6M | $36.0M | ||
| Q2 24 | $50.9M | $51.0M |
毛利率ACLSCWEN
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 51.9% | ||
| Q3 25 | 41.6% | 70.2% | ||
| Q2 25 | 44.9% | 66.6% | ||
| Q1 25 | 46.1% | 59.1% | ||
| Q4 24 | 46.0% | 52.0% | ||
| Q3 24 | 42.9% | 72.2% | ||
| Q2 24 | 43.8% | 68.0% |
营业利润率ACLSCWEN
| Q1 26 | — | 5.6% | ||
| Q4 25 | 15.2% | -11.9% | ||
| Q3 25 | 11.7% | 26.1% | ||
| Q2 25 | 14.9% | 21.7% | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 21.6% | -14.5% | ||
| Q3 24 | 18.3% | 36.6% | ||
| Q2 24 | 20.6% | 23.0% |
净利率ACLSCWEN
| Q1 26 | — | -19.2% | ||
| Q4 25 | 14.4% | -33.5% | ||
| Q3 25 | 12.2% | 55.0% | ||
| Q2 25 | 16.1% | 8.4% | ||
| Q1 25 | 14.8% | 1.3% | ||
| Q4 24 | 19.8% | 1.2% | ||
| Q3 24 | 18.9% | 7.4% | ||
| Q2 24 | 19.8% | 13.9% |
每股收益（稀释后）ACLSCWEN
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | — |
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 | $325.0M |
| 总债务越低越好 | — | $9.1B |
| 股东权益账面价值 | $1.0B | $5.5B |
| 总资产 | $1.4B | $16.9B |
| 负债/权益比越低杠杆越低 | — | 1.66× |
8季度趋势，按日历期对齐
现金及短期投资ACLSCWEN
| Q1 26 | — | $325.0M | ||
| Q4 25 | $374.3M | $231.0M | ||
| Q3 25 | $449.6M | $251.0M | ||
| Q2 25 | $549.8M | $260.0M | ||
| Q1 25 | $587.1M | $297.0M | ||
| Q4 24 | $571.3M | $332.0M | ||
| Q3 24 | $579.4M | $292.0M | ||
| Q2 24 | $548.3M | $226.0M |
总债务ACLSCWEN
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $7.9B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | — | $8.3B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $6.8B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | — | $6.8B |
股东权益ACLSCWEN
| Q1 26 | — | $5.5B | ||
| Q4 25 | $1.0B | $5.8B | ||
| Q3 25 | $1.0B | $5.7B | ||
| Q2 25 | $1.0B | $5.5B | ||
| Q1 25 | $1.0B | $5.4B | ||
| Q4 24 | $1.0B | $5.6B | ||
| Q3 24 | $975.6M | $5.6B | ||
| Q2 24 | $934.9M | $5.7B |
总资产ACLSCWEN
| Q1 26 | — | $16.9B | ||
| Q4 25 | $1.4B | $16.7B | ||
| Q3 25 | $1.4B | $16.1B | ||
| Q2 25 | $1.3B | $16.0B | ||
| Q1 25 | $1.3B | $14.6B | ||
| Q4 24 | $1.3B | $14.3B | ||
| Q3 24 | $1.3B | $14.2B | ||
| Q2 24 | $1.3B | $14.5B |
负债/权益比ACLSCWEN
| Q1 26 | — | 1.66× | ||
| Q4 25 | — | 1.36× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.49× | ||
| Q1 25 | — | 1.33× | ||
| Q4 24 | — | 1.21× | ||
| Q3 24 | — | 1.20× | ||
| Q2 24 | — | 1.19× |
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 | $401.0M |
| 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% | 21.2% |
| 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ACLSCWEN
| Q1 26 | — | $401.0M | ||
| Q4 25 | $-6.6M | $177.0M | ||
| Q3 25 | $45.4M | $225.0M | ||
| Q2 25 | $39.7M | $191.0M | ||
| Q1 25 | $39.8M | $95.0M | ||
| Q4 24 | $12.8M | $192.0M | ||
| Q3 24 | $45.7M | $301.0M | ||
| Q2 24 | $40.1M | $196.0M |
自由现金流ACLSCWEN
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $71.0M | ||
| Q3 25 | $43.3M | $144.0M | ||
| Q2 25 | $37.7M | $115.0M | ||
| Q1 25 | $34.8M | $39.0M | ||
| Q4 24 | $8.1M | $142.0M | ||
| Q3 24 | $41.8M | $266.0M | ||
| Q2 24 | $38.1M | $92.0M |
自由现金流率ACLSCWEN
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 22.9% | ||
| Q3 25 | 20.3% | 33.6% | ||
| Q2 25 | 19.4% | 29.3% | ||
| Q1 25 | 18.1% | 13.1% | ||
| Q4 24 | 3.2% | 55.5% | ||
| Q3 24 | 16.3% | 54.7% | ||
| Q2 24 | 14.8% | 25.1% |
资本支出强度ACLSCWEN
| Q1 26 | — | 21.2% | ||
| Q4 25 | 1.0% | 34.2% | ||
| Q3 25 | 0.9% | 18.9% | ||
| Q2 25 | 1.0% | 19.4% | ||
| Q1 25 | 2.6% | 18.8% | ||
| Q4 24 | 1.8% | 19.5% | ||
| Q3 24 | 1.5% | 7.2% | ||
| Q2 24 | 0.8% | 28.4% |
现金转化率ACLSCWEN
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 0.95× | ||
| Q2 25 | 1.27× | 5.79× | ||
| Q1 25 | 1.39× | 23.75× | ||
| Q4 24 | 0.26× | 64.00× | ||
| Q3 24 | 0.94× | 8.36× | ||
| Q2 24 | 0.79× | 3.84× |
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% |
CWEN
暂无分部数据
