vs
AXCELIS TECHNOLOGIES INC（ACLS）与GRAFTECH INTERNATIONAL LTD（EAF）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GRAFTECH INTERNATIONAL LTD的1.9倍（$238.3M vs $125.1M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -34.6%，领先49.0%），GRAFTECH INTERNATIONAL LTD同比增速更快（11.9% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-27.1M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -4.6%）
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。
格瑞泰克国际有限公司是石墨电极与石油焦生产商，其产品是电弧炉炼钢及其他金属生产的核心原材料。公司总部位于俄亥俄州布鲁克林海茨，在法国加来、西班牙潘普洛纳、墨西哥蒙特雷以及美国宾夕法尼亚州圣玛丽斯均设有生产基地。
ACLS vs EAF — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $125.1M |
| 净利润 | $34.3M | $-43.3M |
| 毛利率 | 47.0% | -7.8% |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | -34.6% |
| 营收同比 | -5.6% | 11.9% |
| 净利润同比 | -31.3% | -10.0% |
| 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
| Q1 26 | — | $125.1M | ||
| Q4 25 | $238.3M | $116.5M | ||
| Q3 25 | $213.6M | $144.0M | ||
| Q2 25 | $194.5M | $131.8M | ||
| Q1 25 | $192.6M | $111.8M | ||
| Q4 24 | $252.4M | $134.2M | ||
| Q3 24 | $256.6M | $130.7M | ||
| Q2 24 | $256.5M | $137.3M |
| Q1 26 | — | $-43.3M | ||
| Q4 25 | $34.3M | $-65.1M | ||
| Q3 25 | $26.0M | $-28.5M | ||
| Q2 25 | $31.4M | $-86.9M | ||
| Q1 25 | $28.6M | $-39.4M | ||
| Q4 24 | $50.0M | $-49.5M | ||
| Q3 24 | $48.6M | $-36.1M | ||
| Q2 24 | $50.9M | $-14.8M |
| Q1 26 | — | -7.8% | ||
| Q4 25 | 47.0% | -20.9% | ||
| Q3 25 | 41.6% | 7.2% | ||
| Q2 25 | 44.9% | 0.0% | ||
| Q1 25 | 46.1% | -1.5% | ||
| Q4 24 | 46.0% | -7.8% | ||
| Q3 24 | 42.9% | -9.2% | ||
| Q2 24 | 43.8% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | -33.6% | ||
| Q3 25 | 11.7% | -3.6% | ||
| Q2 25 | 14.9% | -11.0% | ||
| Q1 25 | 15.1% | -16.3% | ||
| Q4 24 | 21.6% | -18.6% | ||
| Q3 24 | 18.3% | -20.1% | ||
| Q2 24 | 20.6% | -2.0% |
| Q1 26 | — | -34.6% | ||
| Q4 25 | 14.4% | -55.9% | ||
| Q3 25 | 12.2% | -19.8% | ||
| Q2 25 | 16.1% | -65.9% | ||
| Q1 25 | 14.8% | -35.2% | ||
| Q4 24 | 19.8% | -36.9% | ||
| Q3 24 | 18.9% | -27.6% | ||
| Q2 24 | 19.8% | -10.7% |
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $-6.86 | ||
| Q3 25 | $0.83 | $-1.10 | ||
| Q2 25 | $0.98 | $-0.34 | ||
| Q1 25 | $0.88 | $-0.15 | ||
| Q4 24 | $1.54 | $-3.51 | ||
| Q3 24 | $1.49 | $-1.40 | ||
| Q2 24 | $1.55 | $-0.06 |
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 | $120.2M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $1.4B | $997.2M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $120.2M | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | $120.7M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $929.5M | ||
| Q2 24 | — | $928.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $-259.6M | ||
| Q3 25 | $1.0B | $-194.4M | ||
| Q2 25 | $1.0B | $-168.4M | ||
| Q1 25 | $1.0B | $-105.3M | ||
| Q4 24 | $1.0B | $-78.9M | ||
| Q3 24 | $975.6M | $-9.0M | ||
| Q2 24 | $934.9M | $16.2M |
| Q1 26 | — | $997.2M | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 57.16× |
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 | $-14.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-27.1M |
| 自由现金流率自由现金流/营收 | -3.7% | -21.6% |
| 资本支出强度资本支出/营收 | 1.0% | 9.7% |
| 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 | $-105.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | $-14.9M | ||
| Q4 25 | $-6.6M | $-20.9M | ||
| Q3 25 | $45.4M | $24.7M | ||
| Q2 25 | $39.7M | $-53.2M | ||
| Q1 25 | $39.8M | $-32.2M | ||
| Q4 24 | $12.8M | $-26.4M | ||
| Q3 24 | $45.7M | $23.7M | ||
| Q2 24 | $40.1M | $-36.9M |
| Q1 26 | — | $-27.1M | ||
| Q4 25 | $-8.9M | $-39.3M | ||
| Q3 25 | $43.3M | $18.4M | ||
| Q2 25 | $37.7M | $-57.1M | ||
| Q1 25 | $34.8M | $-42.5M | ||
| Q4 24 | $8.1M | $-39.2M | ||
| Q3 24 | $41.8M | $19.7M | ||
| Q2 24 | $38.1M | $-43.8M |
| Q1 26 | — | -21.6% | ||
| Q4 25 | -3.7% | -33.7% | ||
| Q3 25 | 20.3% | 12.8% | ||
| Q2 25 | 19.4% | -43.3% | ||
| Q1 25 | 18.1% | -38.0% | ||
| Q4 24 | 3.2% | -29.2% | ||
| Q3 24 | 16.3% | 15.1% | ||
| Q2 24 | 14.8% | -31.9% |
| Q1 26 | — | 9.7% | ||
| Q4 25 | 1.0% | 15.8% | ||
| Q3 25 | 0.9% | 4.4% | ||
| Q2 25 | 1.0% | 3.0% | ||
| Q1 25 | 2.6% | 9.2% | ||
| Q4 24 | 1.8% | 9.5% | ||
| Q3 24 | 1.5% | 3.1% | ||
| Q2 24 | 0.8% | 5.1% |
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — |
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% |
EAF
暂无分部数据
