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AXCELIS TECHNOLOGIES INC（ACLS）与Doximity, Inc.（DOCS）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Doximity, Inc.的1.3倍（$238.3M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 14.4%，领先18.9%），Doximity, Inc.同比增速更快（9.8% vs -5.6%），过去两年Doximity, Inc.的营收复合增速更高（25.2% 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。
Doximity Inc成立于2010年，是面向医疗专业人士的线上社交服务平台，为平台会员提供精选医疗资讯、远程医疗工具，以及病例协作相关功能，助力医疗从业者高效交流信息、开展诊疗相关工作。
ACLS vs DOCS — 直观对比
营收规模更大
ACLS
是对方的1.3倍
$185.1M
营收增速更快
DOCS
高出15.3%
-5.6%
净利率更高
DOCS
高出18.9%
14.4%
两年增速更快
DOCS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $185.1M |
| 净利润 | $34.3M | $61.6M |
| 毛利率 | 47.0% | 89.9% |
| 营业利润率 | 15.2% | 38.9% |
| 净利率 | 14.4% | 33.3% |
| 营收同比 | -5.6% | 9.8% |
| 净利润同比 | -31.3% | -18.1% |
| 每股收益（稀释后） | $1.11 | $0.31 |
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ACLSDOCS
| Q4 25 | $238.3M | $185.1M | ||
| Q3 25 | $213.6M | $168.5M | ||
| Q2 25 | $194.5M | $145.9M | ||
| Q1 25 | $192.6M | $138.3M | ||
| Q4 24 | $252.4M | $168.6M | ||
| Q3 24 | $256.6M | $136.8M | ||
| Q2 24 | $256.5M | $126.7M | ||
| Q1 24 | $252.4M | $118.1M |
净利润ACLSDOCS
| Q4 25 | $34.3M | $61.6M | ||
| Q3 25 | $26.0M | $62.1M | ||
| Q2 25 | $31.4M | $53.3M | ||
| Q1 25 | $28.6M | $62.5M | ||
| Q4 24 | $50.0M | $75.2M | ||
| Q3 24 | $48.6M | $44.2M | ||
| Q2 24 | $50.9M | $41.4M | ||
| Q1 24 | $51.6M | $40.6M |
毛利率ACLSDOCS
| Q4 25 | 47.0% | 89.9% | ||
| Q3 25 | 41.6% | 90.3% | ||
| Q2 25 | 44.9% | 89.2% | ||
| Q1 25 | 46.1% | 89.5% | ||
| Q4 24 | 46.0% | 91.6% | ||
| Q3 24 | 42.9% | 90.0% | ||
| Q2 24 | 43.8% | 89.3% | ||
| Q1 24 | 46.0% | 89.4% |
营业利润率ACLSDOCS
| Q4 25 | 15.2% | 38.9% | ||
| Q3 25 | 11.7% | 37.8% | ||
| Q2 25 | 14.9% | 37.4% | ||
| Q1 25 | 15.1% | 35.2% | ||
| Q4 24 | 21.6% | 47.4% | ||
| Q3 24 | 18.3% | 38.8% | ||
| Q2 24 | 20.6% | 36.4% | ||
| Q1 24 | 22.4% | 35.5% |
净利率ACLSDOCS
| Q4 25 | 14.4% | 33.3% | ||
| Q3 25 | 12.2% | 36.8% | ||
| Q2 25 | 16.1% | 36.5% | ||
| Q1 25 | 14.8% | 45.2% | ||
| Q4 24 | 19.8% | 44.6% | ||
| Q3 24 | 18.9% | 32.3% | ||
| Q2 24 | 19.8% | 32.7% | ||
| Q1 24 | 20.4% | 34.4% |
每股收益（稀释后）ACLSDOCS
| Q4 25 | $1.11 | $0.31 | ||
| Q3 25 | $0.83 | $0.31 | ||
| Q2 25 | $0.98 | $0.27 | ||
| Q1 25 | $0.88 | $0.31 | ||
| Q4 24 | $1.54 | $0.37 | ||
| Q3 24 | $1.49 | $0.22 | ||
| Q2 24 | $1.55 | $0.21 | ||
| Q1 24 | $1.57 | $0.20 |
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 | $64.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $979.3M |
| 总资产 | $1.4B | $1.2B |
| 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ACLSDOCS
| Q4 25 | $374.3M | $64.8M | ||
| Q3 25 | $449.6M | $169.2M | ||
| Q2 25 | $549.8M | $137.3M | ||
| Q1 25 | $587.1M | $209.6M | ||
| Q4 24 | $571.3M | $165.3M | ||
| Q3 24 | $579.4M | $184.2M | ||
| Q2 24 | $548.3M | $111.4M | ||
| Q1 24 | $530.2M | $96.8M |
股东权益ACLSDOCS
| Q4 25 | $1.0B | $979.3M | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $975.6M | $961.2M | ||
| Q2 24 | $934.9M | $913.6M | ||
| Q1 24 | $901.7M | $901.4M |
总资产ACLSDOCS
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.3B | $1.1B |
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 | $60.9M |
| 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% | — |
| 现金转化率经营现金流/净利润 | -0.19× | 0.99× |
| 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ACLSDOCS
| Q4 25 | $-6.6M | $60.9M | ||
| Q3 25 | $45.4M | $93.9M | ||
| Q2 25 | $39.7M | $62.1M | ||
| Q1 25 | $39.8M | $98.5M | ||
| Q4 24 | $12.8M | $65.2M | ||
| Q3 24 | $45.7M | $68.3M | ||
| Q2 24 | $40.1M | $41.2M | ||
| Q1 24 | $42.2M | $63.9M |
自由现金流ACLSDOCS
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSDOCS
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSDOCS
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 1.8% | 0.0% | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 0.6% | 0.0% |
现金转化率ACLSDOCS
| Q4 25 | -0.19× | 0.99× | ||
| Q3 25 | 1.75× | 1.51× | ||
| Q2 25 | 1.27× | 1.16× | ||
| Q1 25 | 1.39× | 1.58× | ||
| Q4 24 | 0.26× | 0.87× | ||
| Q3 24 | 0.94× | 1.55× | ||
| Q2 24 | 0.79× | 1.00× | ||
| Q1 24 | 0.82× | 1.57× |
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% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
