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AXCELIS TECHNOLOGIES INC（ACLS）与慧与（EFSC）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是慧与的1.3倍（$238.3M vs $185.2M），慧与净利率更高（26.6% vs 14.4%，领先12.3%），过去两年慧与的营收复合增速更高（9.0% 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。
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
ACLS vs EFSC — 直观对比
营收规模更大
ACLS
是对方的1.3倍
$185.2M
净利率更高
EFSC
高出12.3%
14.4%
两年增速更快
EFSC
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $185.2M |
| 净利润 | $34.3M | $49.4M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 26.6% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | -1.2% |
| 每股收益（稀释后） | $1.11 | $1.30 |
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ACLSEFSC
| Q1 26 | — | $185.2M | ||
| Q4 25 | $238.3M | $193.6M | ||
| Q3 25 | $213.6M | $206.9M | ||
| Q2 25 | $194.5M | $173.4M | ||
| Q1 25 | $192.6M | $166.0M | ||
| Q4 24 | $252.4M | $167.0M | ||
| Q3 24 | $256.6M | $164.9M | ||
| Q2 24 | $256.5M | $156.0M |
净利润ACLSEFSC
| Q1 26 | — | $49.4M | ||
| Q4 25 | $34.3M | $54.8M | ||
| Q3 25 | $26.0M | $45.2M | ||
| Q2 25 | $31.4M | $51.4M | ||
| Q1 25 | $28.6M | $50.0M | ||
| Q4 24 | $50.0M | $48.8M | ||
| Q3 24 | $48.6M | $50.6M | ||
| Q2 24 | $50.9M | $45.4M |
毛利率ACLSEFSC
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | — |
营业利润率ACLSEFSC
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | 42.9% | ||
| Q2 25 | 14.9% | 37.0% | ||
| Q1 25 | 15.1% | 36.8% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | 38.1% | ||
| Q2 24 | 20.6% | 36.7% |
净利率ACLSEFSC
| Q1 26 | — | 26.6% | ||
| Q4 25 | 14.4% | 28.3% | ||
| Q3 25 | 12.2% | 21.9% | ||
| Q2 25 | 16.1% | 29.6% | ||
| Q1 25 | 14.8% | 30.1% | ||
| Q4 24 | 19.8% | 29.2% | ||
| Q3 24 | 18.9% | 30.7% | ||
| Q2 24 | 19.8% | 29.1% |
每股收益（稀释后）ACLSEFSC
| Q1 26 | — | $1.30 | ||
| Q4 25 | $1.11 | $1.45 | ||
| Q3 25 | $0.83 | $1.19 | ||
| Q2 25 | $0.98 | $1.36 | ||
| Q1 25 | $0.88 | $1.31 | ||
| Q4 24 | $1.54 | $1.27 | ||
| Q3 24 | $1.49 | $1.32 | ||
| Q2 24 | $1.55 | $1.19 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $2.1B |
| 总资产 | $1.4B | $17.3B |
| 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ACLSEFSC
| Q1 26 | — | — | ||
| 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 | — |
股东权益ACLSEFSC
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $1.0B | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $975.6M | $1.8B | ||
| Q2 24 | $934.9M | $1.8B |
总资产ACLSEFSC
| Q1 26 | — | $17.3B | ||
| Q4 25 | $1.4B | $17.3B | ||
| Q3 25 | $1.4B | $16.4B | ||
| Q2 25 | $1.3B | $16.1B | ||
| Q1 25 | $1.3B | $15.7B | ||
| Q4 24 | $1.3B | $15.6B | ||
| Q3 24 | $1.3B | $15.0B | ||
| Q2 24 | $1.3B | $14.6B |
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 | — |
| 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× | — |
| 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ACLSEFSC
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $193.5M | ||
| Q3 25 | $45.4M | $49.4M | ||
| Q2 25 | $39.7M | $61.3M | ||
| Q1 25 | $39.8M | $40.0M | ||
| Q4 24 | $12.8M | $247.4M | ||
| Q3 24 | $45.7M | $89.0M | ||
| Q2 24 | $40.1M | $76.5M |
自由现金流ACLSEFSC
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $181.5M | ||
| Q3 25 | $43.3M | $47.1M | ||
| Q2 25 | $37.7M | $59.0M | ||
| Q1 25 | $34.8M | $35.6M | ||
| Q4 24 | $8.1M | $239.9M | ||
| Q3 24 | $41.8M | $88.2M | ||
| Q2 24 | $38.1M | $74.7M |
自由现金流率ACLSEFSC
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 93.8% | ||
| Q3 25 | 20.3% | 22.8% | ||
| Q2 25 | 19.4% | 34.0% | ||
| Q1 25 | 18.1% | 21.5% | ||
| Q4 24 | 3.2% | 143.7% | ||
| Q3 24 | 16.3% | 53.5% | ||
| Q2 24 | 14.8% | 47.9% |
资本支出强度ACLSEFSC
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 6.2% | ||
| Q3 25 | 0.9% | 1.1% | ||
| Q2 25 | 1.0% | 1.3% | ||
| Q1 25 | 2.6% | 2.7% | ||
| Q4 24 | 1.8% | 4.5% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 0.8% | 1.1% |
现金转化率ACLSEFSC
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 3.53× | ||
| Q3 25 | 1.75× | 1.09× | ||
| Q2 25 | 1.27× | 1.19× | ||
| Q1 25 | 1.39× | 0.80× | ||
| Q4 24 | 0.26× | 5.07× | ||
| Q3 24 | 0.94× | 1.76× | ||
| Q2 24 | 0.79× | 1.68× |
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% |
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
