vs
AXCELIS TECHNOLOGIES INC（ACLS）与Sprinklr, Inc.（CXM）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Sprinklr, Inc.的1.1倍（$238.3M vs $219.1M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.3%，领先13.1%），Sprinklr, Inc.同比增速更快（9.2% vs -5.6%），Sprinklr, Inc.自由现金流更多（$19.8M vs $-8.9M），过去两年Sprinklr, Inc.的营收复合增速更高（6.2% 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。
Sprinklr是美国的一家SaaS企业，专注于客户体验管理（CXM）平台研发。其同名产品整合了社媒营销、社交广告、内容管理、团队协作、员工倡导、客户服务、社媒调研与监测等多类应用模块，为企业提供全链路的客户体验管理解决方案。
ACLS vs CXM — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$219.1M
营收增速更快
CXM
高出14.7%
-5.6%
净利率更高
ACLS
高出13.1%
1.3%
自由现金流更多
CXM
多$28.7M
$-8.9M
两年增速更快
CXM
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $219.1M |
| 净利润 | $34.3M | $2.9M |
| 毛利率 | 47.0% | 66.4% |
| 营业利润率 | 15.2% | 5.3% |
| 净利率 | 14.4% | 1.3% |
| 营收同比 | -5.6% | 9.2% |
| 净利润同比 | -31.3% | -72.2% |
| 每股收益（稀释后） | $1.11 | $0.01 |
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ACLSCXM
| Q4 25 | $238.3M | $219.1M | ||
| Q3 25 | $213.6M | $212.0M | ||
| Q2 25 | $194.5M | $205.5M | ||
| Q1 25 | $192.6M | $202.5M | ||
| Q4 24 | $252.4M | $200.7M | ||
| Q3 24 | $256.6M | $197.2M | ||
| Q2 24 | $256.5M | $196.0M | ||
| Q1 24 | $252.4M | $194.2M |
净利润ACLSCXM
| Q4 25 | $34.3M | $2.9M | ||
| Q3 25 | $26.0M | $12.6M | ||
| Q2 25 | $31.4M | $-1.6M | ||
| Q1 25 | $28.6M | $98.7M | ||
| Q4 24 | $50.0M | $10.5M | ||
| Q3 24 | $48.6M | $1.8M | ||
| Q2 24 | $50.9M | $10.6M | ||
| Q1 24 | $51.6M | $21.1M |
毛利率ACLSCXM
| Q4 25 | 47.0% | 66.4% | ||
| Q3 25 | 41.6% | 68.2% | ||
| Q2 25 | 44.9% | 69.5% | ||
| Q1 25 | 46.1% | 71.0% | ||
| Q4 24 | 46.0% | 71.2% | ||
| Q3 24 | 42.9% | 72.6% | ||
| Q2 24 | 43.8% | 73.9% | ||
| Q1 24 | 46.0% | 75.5% |
营业利润率ACLSCXM
| Q4 25 | 15.2% | 5.3% | ||
| Q3 25 | 11.7% | 7.7% | ||
| Q2 25 | 14.9% | -0.9% | ||
| Q1 25 | 15.1% | 5.2% | ||
| Q4 24 | 21.6% | 3.9% | ||
| Q3 24 | 18.3% | -0.0% | ||
| Q2 24 | 20.6% | 2.9% | ||
| Q1 24 | 22.4% | 9.5% |
净利率ACLSCXM
| Q4 25 | 14.4% | 1.3% | ||
| Q3 25 | 12.2% | 5.9% | ||
| Q2 25 | 16.1% | -0.8% | ||
| Q1 25 | 14.8% | 48.7% | ||
| Q4 24 | 19.8% | 5.2% | ||
| Q3 24 | 18.9% | 0.9% | ||
| Q2 24 | 19.8% | 5.4% | ||
| Q1 24 | 20.4% | 10.9% |
每股收益（稀释后）ACLSCXM
| Q4 25 | $1.11 | $0.01 | ||
| Q3 25 | $0.83 | $0.05 | ||
| Q2 25 | $0.98 | $-0.01 | ||
| Q1 25 | $0.88 | $0.35 | ||
| Q4 24 | $1.54 | $0.04 | ||
| Q3 24 | $1.49 | $0.01 | ||
| Q2 24 | $1.55 | $0.04 | ||
| Q1 24 | $1.57 | $0.07 |
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 | $189.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $558.1M |
| 总资产 | $1.4B | $1.1B |
| 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ACLSCXM
| Q4 25 | $374.3M | $189.6M | ||
| Q3 25 | $449.6M | $125.4M | ||
| Q2 25 | $549.8M | $126.4M | ||
| Q1 25 | $587.1M | $145.3M | ||
| Q4 24 | $571.3M | $93.2M | ||
| Q3 24 | $579.4M | $119.1M | ||
| Q2 24 | $548.3M | $126.8M | ||
| Q1 24 | $530.2M | $164.0M |
股东权益ACLSCXM
| Q4 25 | $1.0B | $558.1M | ||
| Q3 25 | $1.0B | $543.4M | ||
| Q2 25 | $1.0B | $639.8M | ||
| Q1 25 | $1.0B | $612.1M | ||
| Q4 24 | $1.0B | $497.0M | ||
| Q3 24 | $975.6M | $469.0M | ||
| Q2 24 | $934.9M | $610.9M | ||
| Q1 24 | $901.7M | $679.7M |
总资产ACLSCXM
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.3B | $970.3M | ||
| Q3 24 | $1.3B | $983.8M | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.3B | $1.2B |
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 | $20.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $19.8M |
| 自由现金流率自由现金流/营收 | -3.7% | 9.0% |
| 资本支出强度资本支出/营收 | 1.0% | 0.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 6.87× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $142.3M |
8季度趋势，按日历期对齐
经营现金流ACLSCXM
| Q4 25 | $-6.6M | $20.0M | ||
| Q3 25 | $45.4M | $34.8M | ||
| Q2 25 | $39.7M | $83.8M | ||
| Q1 25 | $39.8M | $5.4M | ||
| Q4 24 | $12.8M | $9.2M | ||
| Q3 24 | $45.7M | $21.3M | ||
| Q2 24 | $40.1M | $41.7M | ||
| Q1 24 | $42.2M | $17.3M |
自由现金流ACLSCXM
| Q4 25 | $-8.9M | $19.8M | ||
| Q3 25 | $43.3M | $34.4M | ||
| Q2 25 | $37.7M | $83.5M | ||
| Q1 25 | $34.8M | $4.6M | ||
| Q4 24 | $8.1M | $8.2M | ||
| Q3 24 | $41.8M | $19.8M | ||
| Q2 24 | $38.1M | $39.2M | ||
| Q1 24 | $40.6M | $15.2M |
自由现金流率ACLSCXM
| Q4 25 | -3.7% | 9.0% | ||
| Q3 25 | 20.3% | 16.2% | ||
| Q2 25 | 19.4% | 40.6% | ||
| Q1 25 | 18.1% | 2.3% | ||
| Q4 24 | 3.2% | 4.1% | ||
| Q3 24 | 16.3% | 10.1% | ||
| Q2 24 | 14.8% | 20.0% | ||
| Q1 24 | 16.1% | 7.9% |
资本支出强度ACLSCXM
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 0.9% | 0.2% | ||
| Q2 25 | 1.0% | 0.1% | ||
| Q1 25 | 2.6% | 0.4% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 0.8% | 1.3% | ||
| Q1 24 | 0.6% | 1.1% |
现金转化率ACLSCXM
| Q4 25 | -0.19× | 6.87× | ||
| Q3 25 | 1.75× | 2.76× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | 0.05× | ||
| Q4 24 | 0.26× | 0.88× | ||
| Q3 24 | 0.94× | 11.58× | ||
| Q2 24 | 0.79× | 3.92× | ||
| Q1 24 | 0.82× | 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% |
CXM
| License And Service | $190.3M | 87% |
| Professional Services | $28.8M | 13% |
