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AXCELIS TECHNOLOGIES INC（ACLS）与DigitalOcean Holdings, Inc.（DOCN）财务数据对比。点击上方公司名可切换其他公司
DigitalOcean Holdings, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.0倍（$242.4M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 10.6%，领先3.8%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs -5.6%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $-8.9M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% 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。
DigitalOcean Holdings, Inc.是美国跨国科技企业及云服务提供商，总部位于美国科罗拉多州布鲁姆菲尔德，在全球布局15个数据中心，面向开发者、初创企业及中小微企业提供稳定易用的云基础设施即服务平台，助力各类技术团队高效开展业务。
ACLS vs DOCN — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $242.4M |
| 净利润 | $34.3M | $25.7M |
| 毛利率 | 47.0% | 58.7% |
| 营业利润率 | 15.2% | 16.0% |
| 净利率 | 14.4% | 10.6% |
| 营收同比 | -5.6% | 18.3% |
| 净利润同比 | -31.3% | 40.5% |
| 每股收益（稀释后） | $1.11 | $0.23 |
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
| Q4 25 | $238.3M | $242.4M | ||
| Q3 25 | $213.6M | $229.6M | ||
| Q2 25 | $194.5M | $218.7M | ||
| Q1 25 | $192.6M | $210.7M | ||
| Q4 24 | $252.4M | $204.9M | ||
| Q3 24 | $256.6M | $198.5M | ||
| Q2 24 | $256.5M | $192.5M | ||
| Q1 24 | $252.4M | $184.7M |
| Q4 25 | $34.3M | $25.7M | ||
| Q3 25 | $26.0M | $158.4M | ||
| Q2 25 | $31.4M | $37.0M | ||
| Q1 25 | $28.6M | $38.2M | ||
| Q4 24 | $50.0M | $18.3M | ||
| Q3 24 | $48.6M | $32.9M | ||
| Q2 24 | $50.9M | $19.1M | ||
| Q1 24 | $51.6M | $14.1M |
| Q4 25 | 47.0% | 58.7% | ||
| Q3 25 | 41.6% | 59.6% | ||
| Q2 25 | 44.9% | 59.9% | ||
| Q1 25 | 46.1% | 61.4% | ||
| Q4 24 | 46.0% | 57.1% | ||
| Q3 24 | 42.9% | 60.2% | ||
| Q2 24 | 43.8% | 61.0% | ||
| Q1 24 | 46.0% | 60.7% |
| Q4 25 | 15.2% | 16.0% | ||
| Q3 25 | 11.7% | 19.6% | ||
| Q2 25 | 14.9% | 16.3% | ||
| Q1 25 | 15.1% | 17.9% | ||
| Q4 24 | 21.6% | 15.9% | ||
| Q3 24 | 18.3% | 12.4% | ||
| Q2 24 | 20.6% | 11.6% | ||
| Q1 24 | 22.4% | 6.2% |
| Q4 25 | 14.4% | 10.6% | ||
| Q3 25 | 12.2% | 69.0% | ||
| Q2 25 | 16.1% | 16.9% | ||
| Q1 25 | 14.8% | 18.1% | ||
| Q4 24 | 19.8% | 8.9% | ||
| Q3 24 | 18.9% | 16.6% | ||
| Q2 24 | 19.8% | 9.9% | ||
| Q1 24 | 20.4% | 7.7% |
| Q4 25 | $1.11 | $0.23 | ||
| Q3 25 | $0.83 | $1.51 | ||
| Q2 25 | $0.98 | $0.39 | ||
| Q1 25 | $0.88 | $0.39 | ||
| Q4 24 | $1.54 | $0.21 | ||
| Q3 24 | $1.49 | $0.33 | ||
| Q2 24 | $1.55 | $0.20 | ||
| Q1 24 | $1.57 | $0.15 |
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 | $254.5M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $1.0B | $-28.7M |
| 总资产 | $1.4B | $1.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $254.5M | ||
| Q3 25 | $449.6M | $236.6M | ||
| Q2 25 | $549.8M | $387.7M | ||
| Q1 25 | $587.1M | $360.4M | ||
| Q4 24 | $571.3M | $428.4M | ||
| Q3 24 | $579.4M | $439.9M | ||
| Q2 24 | $548.3M | $443.1M | ||
| Q1 24 | $530.2M | $419.1M |
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.0B | $-28.7M | ||
| Q3 25 | $1.0B | $-69.6M | ||
| Q2 25 | $1.0B | $-175.2M | ||
| Q1 25 | $1.0B | $-210.7M | ||
| Q4 24 | $1.0B | $-203.0M | ||
| Q3 24 | $975.6M | $-211.7M | ||
| Q2 24 | $934.9M | $-253.8M | ||
| Q1 24 | $901.7M | $-286.1M |
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.3B | $1.5B |
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 | $57.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $31.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 12.8% |
| 资本支出强度资本支出/营收 | 1.0% | 10.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 2.23× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $180.5M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $57.3M | ||
| Q3 25 | $45.4M | $95.8M | ||
| Q2 25 | $39.7M | $92.4M | ||
| Q1 25 | $39.8M | $64.1M | ||
| Q4 24 | $12.8M | $71.3M | ||
| Q3 24 | $45.7M | $73.4M | ||
| Q2 24 | $40.1M | $71.3M | ||
| Q1 24 | $42.2M | $66.7M |
| Q4 25 | $-8.9M | $31.1M | ||
| Q3 25 | $43.3M | $88.0M | ||
| Q2 25 | $37.7M | $59.3M | ||
| Q1 25 | $34.8M | $2.1M | ||
| Q4 24 | $8.1M | $26.1M | ||
| Q3 24 | $41.8M | $16.0M | ||
| Q2 24 | $38.1M | $39.5M | ||
| Q1 24 | $40.6M | $23.0M |
| Q4 25 | -3.7% | 12.8% | ||
| Q3 25 | 20.3% | 38.3% | ||
| Q2 25 | 19.4% | 27.1% | ||
| Q1 25 | 18.1% | 1.0% | ||
| Q4 24 | 3.2% | 12.7% | ||
| Q3 24 | 16.3% | 8.1% | ||
| Q2 24 | 14.8% | 20.5% | ||
| Q1 24 | 16.1% | 12.5% |
| Q4 25 | 1.0% | 10.8% | ||
| Q3 25 | 0.9% | 3.4% | ||
| Q2 25 | 1.0% | 15.2% | ||
| Q1 25 | 2.6% | 29.4% | ||
| Q4 24 | 1.8% | 22.1% | ||
| Q3 24 | 1.5% | 28.9% | ||
| Q2 24 | 0.8% | 16.6% | ||
| Q1 24 | 0.6% | 23.6% |
| Q4 25 | -0.19× | 2.23× | ||
| Q3 25 | 1.75× | 0.60× | ||
| Q2 25 | 1.27× | 2.50× | ||
| Q1 25 | 1.39× | 1.68× | ||
| Q4 24 | 0.26× | 3.91× | ||
| Q3 24 | 0.94× | 2.23× | ||
| Q2 24 | 0.79× | 3.73× | ||
| Q1 24 | 0.82× | 4.72× |
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% |
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
