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AXCELIS TECHNOLOGIES INC（ACLS）与Ecovyst Inc.（ECVT）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Ecovyst Inc.的1.2倍（$238.3M vs $199.4M），Ecovyst Inc.同比增速更快（34.0% vs -5.6%），Ecovyst Inc.自由现金流更多（$22.9M vs $-8.9M），过去两年Ecovyst Inc.的营收复合增速更高（18.7% 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。
Ecovyst Inc.是一家全球可持续特种材料供应商，主营高性能催化剂与功能性添加剂的研发、生产，产品服务覆盖工业制造、消费品、环保等核心领域，助力全球客户提升运营效率、降低碳排放。
ACLS vs ECVT — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$199.4M
营收增速更快
ECVT
高出39.5%
-5.6%
自由现金流更多
ECVT
多$31.8M
$-8.9M
两年增速更快
ECVT
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $199.4M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | 23.4% |
| 营业利润率 | 15.2% | 10.9% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 34.0% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.06 |
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ACLSECVT
| Q4 25 | $238.3M | $199.4M | ||
| Q3 25 | $213.6M | $204.9M | ||
| Q2 25 | $194.5M | $176.1M | ||
| Q1 25 | $192.6M | $143.1M | ||
| Q4 24 | $252.4M | $148.9M | ||
| Q3 24 | $256.6M | $153.9M | ||
| Q2 24 | $256.5M | $154.0M | ||
| Q1 24 | $252.4M | $141.6M |
净利润ACLSECVT
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-79.3M | ||
| Q2 25 | $31.4M | $6.0M | ||
| Q1 25 | $28.6M | $-3.6M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $14.3M | ||
| Q2 24 | $50.9M | $8.3M | ||
| Q1 24 | $51.6M | $1.2M |
毛利率ACLSECVT
| Q4 25 | 47.0% | 23.4% | ||
| Q3 25 | 41.6% | 25.4% | ||
| Q2 25 | 44.9% | 22.8% | ||
| Q1 25 | 46.1% | 13.3% | ||
| Q4 24 | 46.0% | 28.9% | ||
| Q3 24 | 42.9% | 29.3% | ||
| Q2 24 | 43.8% | 27.3% | ||
| Q1 24 | 46.0% | 23.5% |
营业利润率ACLSECVT
| Q4 25 | 15.2% | 10.9% | ||
| Q3 25 | 11.7% | 13.8% | ||
| Q2 25 | 14.9% | 9.0% | ||
| Q1 25 | 15.1% | -0.7% | ||
| Q4 24 | 21.6% | 15.1% | ||
| Q3 24 | 18.3% | 17.9% | ||
| Q2 24 | 20.6% | 14.1% | ||
| Q1 24 | 22.4% | 9.5% |
净利率ACLSECVT
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -38.7% | ||
| Q2 25 | 16.1% | 3.4% | ||
| Q1 25 | 14.8% | -2.5% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 9.3% | ||
| Q2 24 | 19.8% | 5.4% | ||
| Q1 24 | 20.4% | 0.9% |
每股收益（稀释后）ACLSECVT
| Q4 25 | $1.11 | $0.06 | ||
| Q3 25 | $0.83 | $-0.69 | ||
| Q2 25 | $0.98 | $0.05 | ||
| Q1 25 | $0.88 | $-0.03 | ||
| Q4 24 | $1.54 | $-0.26 | ||
| Q3 24 | $1.49 | $0.12 | ||
| Q2 24 | $1.55 | $0.07 | ||
| Q1 24 | $1.57 | $0.01 |
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 | $197.2M |
| 总债务越低越好 | — | $392.6M |
| 股东权益账面价值 | $1.0B | $603.4M |
| 总资产 | $1.4B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资ACLSECVT
| Q4 25 | $374.3M | $197.2M | ||
| Q3 25 | $449.6M | $82.0M | ||
| Q2 25 | $549.8M | $69.6M | ||
| Q1 25 | $587.1M | $127.5M | ||
| Q4 24 | $571.3M | $131.4M | ||
| Q3 24 | $579.4M | $123.5M | ||
| Q2 24 | $548.3M | $83.3M | ||
| Q1 24 | $530.2M | $103.1M |
总债务ACLSECVT
| Q4 25 | — | $392.6M | ||
| Q3 25 | — | $854.8M | ||
| Q2 25 | — | $856.6M | ||
| Q1 25 | — | $859.0M | ||
| Q4 24 | — | $860.8M | ||
| Q3 24 | — | $862.7M | ||
| Q2 24 | — | $862.4M | ||
| Q1 24 | — | $866.2M |
股东权益ACLSECVT
| Q4 25 | $1.0B | $603.4M | ||
| Q3 25 | $1.0B | $607.9M | ||
| Q2 25 | $1.0B | $692.4M | ||
| Q1 25 | $1.0B | $698.7M | ||
| Q4 24 | $1.0B | $700.5M | ||
| Q3 24 | $975.6M | $729.4M | ||
| Q2 24 | $934.9M | $717.3M | ||
| Q1 24 | $901.7M | $711.4M |
总资产ACLSECVT
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.8B | ||
| Q1 24 | $1.3B | $1.8B |
负债/权益比ACLSECVT
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.23× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.20× | ||
| Q1 24 | — | 1.22× |
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 | $41.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $22.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 11.5% |
| 资本支出强度资本支出/营收 | 1.0% | 9.4% |
| 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 | $69.9M |
8季度趋势，按日历期对齐
经营现金流ACLSECVT
| Q4 25 | $-6.6M | $41.8M | ||
| Q3 25 | $45.4M | $55.3M | ||
| Q2 25 | $39.7M | $33.0M | ||
| Q1 25 | $39.8M | $10.3M | ||
| Q4 24 | $12.8M | $43.5M | ||
| Q3 24 | $45.7M | $59.9M | ||
| Q2 24 | $40.1M | $10.0M | ||
| Q1 24 | $42.2M | $36.5M |
自由现金流ACLSECVT
| Q4 25 | $-8.9M | $22.9M | ||
| Q3 25 | $43.3M | $53.2M | ||
| Q2 25 | $37.7M | $7.8M | ||
| Q1 25 | $34.8M | $-14.0M | ||
| Q4 24 | $8.1M | $30.9M | ||
| Q3 24 | $41.8M | $53.6M | ||
| Q2 24 | $38.1M | $-9.3M | ||
| Q1 24 | $40.6M | $19.1M |
自由现金流率ACLSECVT
| Q4 25 | -3.7% | 11.5% | ||
| Q3 25 | 20.3% | 26.0% | ||
| Q2 25 | 19.4% | 4.4% | ||
| Q1 25 | 18.1% | -9.8% | ||
| Q4 24 | 3.2% | 20.7% | ||
| Q3 24 | 16.3% | 34.9% | ||
| Q2 24 | 14.8% | -6.1% | ||
| Q1 24 | 16.1% | 13.5% |
资本支出强度ACLSECVT
| Q4 25 | 1.0% | 9.4% | ||
| Q3 25 | 0.9% | 1.0% | ||
| Q2 25 | 1.0% | 14.4% | ||
| Q1 25 | 2.6% | 16.9% | ||
| Q4 24 | 1.8% | 8.5% | ||
| Q3 24 | 1.5% | 4.1% | ||
| Q2 24 | 0.8% | 12.5% | ||
| Q1 24 | 0.6% | 12.3% |
现金转化率ACLSECVT
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 5.52× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 4.21× | ||
| Q2 24 | 0.79× | 1.20× | ||
| Q1 24 | 0.82× | 29.90× |
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% |
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
