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AXCELIS TECHNOLOGIES INC（ACLS）与8X8 INC（EGHT）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8X8 INC的1.3倍（$238.3M vs $185.1M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 2.8%，领先11.6%），8X8 INC同比增速更快（3.4% vs -5.6%），8X8 INC自由现金流更多（$19.1M vs $-8.9M），过去两年8X8 INC的营收复合增速更高（1.6% 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。
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商，依托云架构为企业提供统一通信、呼叫中心及通信平台即服务（CPaaS）等产品方案，公司总部位于加利福尼亚州坎贝尔，其股票在纳斯达克交易所挂牌交易。
ACLS vs EGHT — 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
EGHT
高出9.0%
-5.6%
净利率更高
ACLS
高出11.6%
2.8%
自由现金流更多
EGHT
多$28.0M
$-8.9M
两年增速更快
EGHT
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 | $5.1M |
| 毛利率 | 47.0% | 63.9% |
| 营业利润率 | 15.2% | 5.2% |
| 净利率 | 14.4% | 2.8% |
| 营收同比 | -5.6% | 3.4% |
| 净利润同比 | -31.3% | 68.4% |
| 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
营收ACLSEGHT
| Q4 25 | $238.3M | $185.1M | ||
| Q3 25 | $213.6M | $184.1M | ||
| Q2 25 | $194.5M | $181.4M | ||
| Q1 25 | $192.6M | $177.0M | ||
| Q4 24 | $252.4M | $178.9M | ||
| Q3 24 | $256.6M | $181.0M | ||
| Q2 24 | $256.5M | $178.1M | ||
| Q1 24 | $252.4M | $179.4M |
净利润ACLSEGHT
| Q4 25 | $34.3M | $5.1M | ||
| Q3 25 | $26.0M | $767.0K | ||
| Q2 25 | $31.4M | $-4.3M | ||
| Q1 25 | $28.6M | $-5.4M | ||
| Q4 24 | $50.0M | $3.0M | ||
| Q3 24 | $48.6M | $-14.5M | ||
| Q2 24 | $50.9M | $-10.3M | ||
| Q1 24 | $51.6M | $-23.6M |
毛利率ACLSEGHT
| Q4 25 | 47.0% | 63.9% | ||
| Q3 25 | 41.6% | 64.8% | ||
| Q2 25 | 44.9% | 66.4% | ||
| Q1 25 | 46.1% | 67.8% | ||
| Q4 24 | 46.0% | 67.7% | ||
| Q3 24 | 42.9% | 68.1% | ||
| Q2 24 | 43.8% | 67.9% | ||
| Q1 24 | 46.0% | 68.2% |
营业利润率ACLSEGHT
| Q4 25 | 15.2% | 5.2% | ||
| Q3 25 | 11.7% | 2.9% | ||
| Q2 25 | 14.9% | 0.3% | ||
| Q1 25 | 15.1% | 0.2% | ||
| Q4 24 | 21.6% | 5.0% | ||
| Q3 24 | 18.3% | 4.0% | ||
| Q2 24 | 20.6% | -0.8% | ||
| Q1 24 | 22.4% | -7.9% |
净利率ACLSEGHT
| Q4 25 | 14.4% | 2.8% | ||
| Q3 25 | 12.2% | 0.4% | ||
| Q2 25 | 16.1% | -2.4% | ||
| Q1 25 | 14.8% | -3.1% | ||
| Q4 24 | 19.8% | 1.7% | ||
| Q3 24 | 18.9% | -8.0% | ||
| Q2 24 | 19.8% | -5.8% | ||
| Q1 24 | 20.4% | -13.1% |
每股收益（稀释后）ACLSEGHT
| Q4 25 | $1.11 | $0.04 | ||
| Q3 25 | $0.83 | $0.01 | ||
| Q2 25 | $0.98 | $-0.03 | ||
| Q1 25 | $0.88 | $-0.04 | ||
| Q4 24 | $1.54 | $0.02 | ||
| Q3 24 | $1.49 | $-0.11 | ||
| Q2 24 | $1.55 | $-0.08 | ||
| 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 | $86.9M |
| 总债务越低越好 | — | $321.2M |
| 股东权益账面价值 | $1.0B | $142.9M |
| 总资产 | $1.4B | $661.5M |
| 负债/权益比越低杠杆越低 | — | 2.25× |
8季度趋势，按日历期对齐
现金及短期投资ACLSEGHT
| Q4 25 | $374.3M | $86.9M | ||
| Q3 25 | $449.6M | $75.9M | ||
| Q2 25 | $549.8M | $81.3M | ||
| Q1 25 | $587.1M | $88.0M | ||
| Q4 24 | $571.3M | $104.2M | ||
| Q3 24 | $579.4M | $117.4M | ||
| Q2 24 | $548.3M | $130.8M | ||
| Q1 24 | $530.2M | $117.3M |
总债务ACLSEGHT
| Q4 25 | — | $321.2M | ||
| Q3 25 | — | $325.8M | ||
| Q2 25 | — | $335.4M | ||
| Q1 25 | — | $350.0M | ||
| Q4 24 | — | $364.5M | ||
| Q3 24 | — | $396.9M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $409.7M |
股东权益ACLSEGHT
| Q4 25 | $1.0B | $142.9M | ||
| Q3 25 | $1.0B | $133.2M | ||
| Q2 25 | $1.0B | $128.2M | ||
| Q1 25 | $1.0B | $122.2M | ||
| Q4 24 | $1.0B | $113.0M | ||
| Q3 24 | $975.6M | $109.8M | ||
| Q2 24 | $934.9M | $104.6M | ||
| Q1 24 | $901.7M | $102.0M |
总资产ACLSEGHT
| Q4 25 | $1.4B | $661.5M | ||
| Q3 25 | $1.4B | $670.8M | ||
| Q2 25 | $1.3B | $684.3M | ||
| Q1 25 | $1.3B | $683.2M | ||
| Q4 24 | $1.3B | $698.2M | ||
| Q3 24 | $1.3B | $740.1M | ||
| Q2 24 | $1.3B | $755.7M | ||
| Q1 24 | $1.3B | $756.0M |
负债/权益比ACLSEGHT
| Q4 25 | — | 2.25× | ||
| Q3 25 | — | 2.45× | ||
| Q2 25 | — | 2.62× | ||
| Q1 25 | — | 2.86× | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | — | 3.61× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 4.02× |
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 | $20.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $19.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 10.3% |
| 资本支出强度资本支出/营收 | 1.0% | 0.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 4.07× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $43.8M |
8季度趋势，按日历期对齐
经营现金流ACLSEGHT
| Q4 25 | $-6.6M | $20.7M | ||
| Q3 25 | $45.4M | $8.8M | ||
| Q2 25 | $39.7M | $11.9M | ||
| Q1 25 | $39.8M | $5.9M | ||
| Q4 24 | $12.8M | $27.2M | ||
| Q3 24 | $45.7M | $12.3M | ||
| Q2 24 | $40.1M | $18.1M | ||
| Q1 24 | $42.2M | $12.7M |
自由现金流ACLSEGHT
| Q4 25 | $-8.9M | $19.1M | ||
| Q3 25 | $43.3M | $7.7M | ||
| Q2 25 | $37.7M | $11.5M | ||
| Q1 25 | $34.8M | $5.5M | ||
| Q4 24 | $8.1M | $26.8M | ||
| Q3 24 | $41.8M | $11.1M | ||
| Q2 24 | $38.1M | $17.8M | ||
| Q1 24 | $40.6M | $12.3M |
自由现金流率ACLSEGHT
| Q4 25 | -3.7% | 10.3% | ||
| Q3 25 | 20.3% | 4.2% | ||
| Q2 25 | 19.4% | 6.3% | ||
| Q1 25 | 18.1% | 3.1% | ||
| Q4 24 | 3.2% | 15.0% | ||
| Q3 24 | 16.3% | 6.1% | ||
| Q2 24 | 14.8% | 10.0% | ||
| Q1 24 | 16.1% | 6.9% |
资本支出强度ACLSEGHT
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 0.9% | 0.6% | ||
| Q2 25 | 1.0% | 0.2% | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 1.8% | 0.3% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | 0.8% | 0.2% | ||
| Q1 24 | 0.6% | 0.2% |
现金转化率ACLSEGHT
| Q4 25 | -0.19× | 4.07× | ||
| Q3 25 | 1.75× | 11.52× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 9.01× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | — |
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% |
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
