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AXCELIS TECHNOLOGIES INC（ACLS）与DoubleVerify Holdings, Inc.（DV）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DoubleVerify Holdings, Inc.的1.3倍（$238.3M vs $180.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 3.5%，领先10.8%），DoubleVerify Holdings, Inc.同比增速更快（9.6% vs -5.6%），DoubleVerify Holdings, Inc.自由现金流更多（$-6.4M vs $-8.9M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（7.7% 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。
DoubleVerify Holdings是一家专注于媒体测量、分析及验证的技术服务商，核心业务为品牌安全、广告可见度、反广告欺诈等，帮助广告主、发布商及平台方优化数字广告投放效果，保障营销投入的ROI，业务覆盖全球多个市场。
ACLS vs DV — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $180.8M |
| 净利润 | $34.3M | $6.4M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 8.6% |
| 净利率 | 14.4% | 3.5% |
| 营收同比 | -5.6% | 9.6% |
| 净利润同比 | -31.3% | 171.5% |
| 每股收益（稀释后） | $1.11 | $0.04 |
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
| Q1 26 | — | $180.8M | ||
| Q4 25 | $238.3M | $205.6M | ||
| Q3 25 | $213.6M | $188.6M | ||
| Q2 25 | $194.5M | $189.0M | ||
| Q1 25 | $192.6M | $165.1M | ||
| Q4 24 | $252.4M | $190.6M | ||
| Q3 24 | $256.6M | $169.6M | ||
| Q2 24 | $256.5M | $155.9M |
| Q1 26 | — | $6.4M | ||
| Q4 25 | $34.3M | $29.3M | ||
| Q3 25 | $26.0M | $10.2M | ||
| Q2 25 | $31.4M | $8.8M | ||
| Q1 25 | $28.6M | $2.4M | ||
| Q4 24 | $50.0M | $23.4M | ||
| Q3 24 | $48.6M | $18.2M | ||
| Q2 24 | $50.9M | $7.5M |
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 82.5% | ||
| Q3 25 | 41.6% | 82.3% | ||
| Q2 25 | 44.9% | 82.5% | ||
| Q1 25 | 46.1% | 81.2% | ||
| Q4 24 | 46.0% | 82.0% | ||
| Q3 24 | 42.9% | 82.6% | ||
| Q2 24 | 43.8% | 83.3% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 15.2% | 18.4% | ||
| Q3 25 | 11.7% | 11.2% | ||
| Q2 25 | 14.9% | 7.2% | ||
| Q1 25 | 15.1% | 4.1% | ||
| Q4 24 | 21.6% | 20.3% | ||
| Q3 24 | 18.3% | 15.2% | ||
| Q2 24 | 20.6% | 7.1% |
| Q1 26 | — | 3.5% | ||
| Q4 25 | 14.4% | 14.3% | ||
| Q3 25 | 12.2% | 5.4% | ||
| Q2 25 | 16.1% | 4.6% | ||
| Q1 25 | 14.8% | 1.4% | ||
| Q4 24 | 19.8% | 12.3% | ||
| Q3 24 | 18.9% | 10.7% | ||
| Q2 24 | 19.8% | 4.8% |
| Q1 26 | — | $0.04 | ||
| Q4 25 | $1.11 | $0.18 | ||
| Q3 25 | $0.83 | $0.06 | ||
| Q2 25 | $0.98 | $0.05 | ||
| Q1 25 | $0.88 | $0.01 | ||
| Q4 24 | $1.54 | $0.14 | ||
| Q3 24 | $1.49 | $0.10 | ||
| Q2 24 | $1.55 | $0.04 |
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 | $173.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.1B |
| 总资产 | $1.4B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $173.8M | ||
| Q4 25 | $374.3M | $259.0M | ||
| Q3 25 | $449.6M | $200.7M | ||
| Q2 25 | $549.8M | $216.8M | ||
| Q1 25 | $587.1M | $174.3M | ||
| Q4 24 | $571.3M | $310.6M | ||
| Q3 24 | $579.4M | $362.6M | ||
| Q2 24 | $548.3M | $338.8M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $1.1B | ||
| Q2 24 | $934.9M | $1.1B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B |
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 | $4.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-6.4M |
| 自由现金流率自由现金流/营收 | -3.7% | -3.5% |
| 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× | 0.65× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $134.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | $4.2M | ||
| Q4 25 | $-6.6M | $72.7M | ||
| Q3 25 | $45.4M | $51.2M | ||
| Q2 25 | $39.7M | $49.6M | ||
| Q1 25 | $39.8M | $37.7M | ||
| Q4 24 | $12.8M | $37.4M | ||
| Q3 24 | $45.7M | $54.6M | ||
| Q2 24 | $40.1M | $35.9M |
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $-8.9M | $62.1M | ||
| Q3 25 | $43.3M | $39.0M | ||
| Q2 25 | $37.7M | $40.1M | ||
| Q1 25 | $34.8M | $31.4M | ||
| Q4 24 | $8.1M | $30.0M | ||
| Q3 24 | $41.8M | $48.4M | ||
| Q2 24 | $38.1M | $28.7M |
| Q1 26 | — | -3.5% | ||
| Q4 25 | -3.7% | 30.2% | ||
| Q3 25 | 20.3% | 20.7% | ||
| Q2 25 | 19.4% | 21.2% | ||
| Q1 25 | 18.1% | 19.0% | ||
| Q4 24 | 3.2% | 15.8% | ||
| Q3 24 | 16.3% | 28.5% | ||
| Q2 24 | 14.8% | 18.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 5.1% | ||
| Q3 25 | 0.9% | 6.4% | ||
| Q2 25 | 1.0% | 5.0% | ||
| Q1 25 | 2.6% | 3.8% | ||
| Q4 24 | 1.8% | 3.9% | ||
| Q3 24 | 1.5% | 3.7% | ||
| Q2 24 | 0.8% | 4.6% |
| Q1 26 | — | 0.65× | ||
| Q4 25 | -0.19× | 2.48× | ||
| Q3 25 | 1.75× | 5.02× | ||
| Q2 25 | 1.27× | 5.66× | ||
| Q1 25 | 1.39× | 15.95× | ||
| Q4 24 | 0.26× | 1.60× | ||
| Q3 24 | 0.94× | 3.00× | ||
| Q2 24 | 0.79× | 4.80× |
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% |
DV
| Activation | $100.5M | 56% |
| Measurement | $61.8M | 34% |
| Supply-side | $18.5M | 10% |
