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AXCELIS TECHNOLOGIES INC（ACLS）与Crane NXT, Co.（CXT）财务数据对比。点击上方公司名可切换其他公司
Crane NXT, Co.的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$387.7M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.7%，领先12.7%），Crane NXT, Co.同比增速更快（17.4% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-24.1M），过去两年Crane NXT, Co.的营收复合增速更高（2.3% 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。
Crane NXT是一家总部位于美国康涅狄格州斯坦福德的工业产品企业，由理查德·特勒·克莱恩于1855年创立。曾是美国头部卫浴配件制造商，1990年出售卫浴业务后，自1960年起逐步转型为多元化控股集团，目前核心业务涵盖航空航天与电子、工程材料、流体处理、控制设备四大板块，服务化工等多个行业领域。
ACLS vs CXT — 直观对比
营收规模更大
CXT
是对方的1.6倍
$238.3M
营收增速更快
CXT
高出23.0%
-5.6%
净利率更高
ACLS
高出12.7%
1.7%
自由现金流更多
ACLS
多$15.2M
$-24.1M
两年增速更快
CXT
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $387.7M |
| 净利润 | $34.3M | $6.4M |
| 毛利率 | 47.0% | 40.2% |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 1.7% |
| 营收同比 | -5.6% | 17.4% |
| 净利润同比 | -31.3% | -70.5% |
| 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ACLSCXT
| Q1 26 | — | $387.7M | ||
| Q4 25 | $238.3M | $476.9M | ||
| Q3 25 | $213.6M | $445.1M | ||
| Q2 25 | $194.5M | $404.4M | ||
| Q1 25 | $192.6M | $330.3M | ||
| Q4 24 | $252.4M | $399.1M | ||
| Q3 24 | $256.6M | $403.5M | ||
| Q2 24 | $256.5M | $370.6M |
净利润ACLSCXT
| Q1 26 | — | $6.4M | ||
| Q4 25 | $34.3M | $47.5M | ||
| Q3 25 | $26.0M | $50.5M | ||
| Q2 25 | $31.4M | $24.9M | ||
| Q1 25 | $28.6M | $21.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $47.1M | ||
| Q2 24 | $50.9M | $41.6M |
毛利率ACLSCXT
| Q1 26 | — | 40.2% | ||
| Q4 25 | 47.0% | 42.4% | ||
| Q3 25 | 41.6% | 43.3% | ||
| Q2 25 | 44.9% | 41.7% | ||
| Q1 25 | 46.1% | 42.4% | ||
| Q4 24 | 46.0% | 45.2% | ||
| Q3 24 | 42.9% | 42.5% | ||
| Q2 24 | 43.8% | 43.4% |
营业利润率ACLSCXT
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 16.7% | ||
| Q3 25 | 11.7% | 18.4% | ||
| Q2 25 | 14.9% | 11.8% | ||
| Q1 25 | 15.1% | 11.3% | ||
| Q4 24 | 21.6% | 17.7% | ||
| Q3 24 | 18.3% | 18.6% | ||
| Q2 24 | 20.6% | 18.2% |
净利率ACLSCXT
| Q1 26 | — | 1.7% | ||
| Q4 25 | 14.4% | 10.0% | ||
| Q3 25 | 12.2% | 11.3% | ||
| Q2 25 | 16.1% | 6.2% | ||
| Q1 25 | 14.8% | 6.6% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 11.7% | ||
| Q2 24 | 19.8% | 11.2% |
每股收益（稀释后）ACLSCXT
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $0.82 | ||
| Q3 25 | $0.83 | $0.87 | ||
| Q2 25 | $0.98 | $0.43 | ||
| Q1 25 | $0.88 | $0.38 | ||
| Q4 24 | $1.54 | $1.00 | ||
| Q3 24 | $1.49 | $0.81 | ||
| Q2 24 | $1.55 | $0.72 |
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 | $228.3M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $1.0B | $1.2B |
| 总资产 | $1.4B | $3.6B |
| 负债/权益比越低杠杆越低 | — | 1.22× |
8季度趋势，按日历期对齐
现金及短期投资ACLSCXT
| Q1 26 | — | $228.3M | ||
| Q4 25 | $374.3M | $233.8M | ||
| Q3 25 | $449.6M | $182.4M | ||
| Q2 25 | $549.8M | $152.5M | ||
| Q1 25 | $587.1M | $173.8M | ||
| Q4 24 | $571.3M | $165.8M | ||
| Q3 24 | $579.4M | $165.1M | ||
| Q2 24 | $548.3M | $175.5M |
总债务ACLSCXT
| Q1 26 | — | $1.5B | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $834.3M | ||
| Q2 25 | — | $861.8M | ||
| Q1 25 | — | $541.1M | ||
| Q4 24 | — | $540.6M | ||
| Q3 24 | — | $638.2M | ||
| Q2 24 | — | $638.9M |
股东权益ACLSCXT
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $1.1B | ||
| Q2 24 | $934.9M | $989.8M |
总资产ACLSCXT
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.3B | $2.4B | ||
| Q2 24 | $1.3B | $2.4B |
负债/权益比ACLSCXT
| Q1 26 | — | 1.22× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.65× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-24.1M |
| 自由现金流率自由现金流/营收 | -3.7% | -6.2% |
| 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× | — |
| 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ACLSCXT
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $105.8M | ||
| Q3 25 | $45.4M | $92.0M | ||
| Q2 25 | $39.7M | $62.8M | ||
| Q1 25 | $39.8M | $-19.1M | ||
| Q4 24 | $12.8M | $81.1M | ||
| Q3 24 | $45.7M | $66.7M | ||
| Q2 24 | $40.1M | $56.8M |
自由现金流ACLSCXT
| Q1 26 | — | $-24.1M | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $78.7M | ||
| Q2 25 | $37.7M | $55.8M | ||
| Q1 25 | $34.8M | $-32.2M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $53.5M | ||
| Q2 24 | $38.1M | $47.9M |
自由现金流率ACLSCXT
| Q1 26 | — | -6.2% | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | 17.7% | ||
| Q2 25 | 19.4% | 13.8% | ||
| Q1 25 | 18.1% | -9.7% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | 13.3% | ||
| Q2 24 | 14.8% | 12.9% |
资本支出强度ACLSCXT
| Q1 26 | — | 2.6% | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 3.0% | ||
| Q2 25 | 1.0% | 1.7% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 3.3% | ||
| Q2 24 | 0.8% | 2.4% |
现金转化率ACLSCXT
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 2.23× | ||
| Q3 25 | 1.75× | 1.82× | ||
| Q2 25 | 1.27× | 2.52× | ||
| Q1 25 | 1.39× | -0.88× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 1.42× | ||
| Q2 24 | 0.79× | 1.37× |
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% |
CXT
| Detection and Traceability Technologies | $194.9M | 50% |
| Security and Authentication Technologies | $192.8M | 50% |
