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AXCELIS TECHNOLOGIES INC（ACLS）与Embecta Corp.（EMBC）财务数据对比。点击上方公司名可切换其他公司
Embecta Corp.的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$261.2M vs $238.3M），Embecta Corp.净利率更高（16.9% vs 14.4%，领先2.5%），Embecta Corp.同比增速更快（-0.3% vs -5.6%），Embecta Corp.自由现金流更多（$16.6M vs $-8.9M），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。
Embecta Corp.是一家专注于糖尿病护理领域的全球医疗科技企业，主要设计、生产及销售胰岛素笔针、注射器、输注组件等给药装置，产品服务覆盖全球多个地区的患者、医疗机构及生物制药合作方。
ACLS vs EMBC — 直观对比
营收规模更大
EMBC
是对方的1.1倍
$238.3M
营收增速更快
EMBC
高出5.3%
-5.6%
净利率更高
EMBC
高出2.5%
14.4%
自由现金流更多
EMBC
多$25.5M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-4.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $261.2M |
| 净利润 | $34.3M | $44.1M |
| 毛利率 | 47.0% | 61.9% |
| 营业利润率 | 15.2% | 31.9% |
| 净利率 | 14.4% | 16.9% |
| 营收同比 | -5.6% | -0.3% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.74 |
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ACLSEMBC
| Q4 25 | $238.3M | $261.2M | ||
| Q3 25 | $213.6M | $264.0M | ||
| Q2 25 | $194.5M | $295.5M | ||
| Q1 25 | $192.6M | $259.0M | ||
| Q4 24 | $252.4M | $261.9M | ||
| Q3 24 | $256.6M | $286.1M | ||
| Q2 24 | $256.5M | $272.5M | ||
| Q1 24 | $252.4M | $287.2M |
净利润ACLSEMBC
| Q4 25 | $34.3M | $44.1M | ||
| Q3 25 | $26.0M | $26.4M | ||
| Q2 25 | $31.4M | $45.5M | ||
| Q1 25 | $28.6M | $23.5M | ||
| Q4 24 | $50.0M | $0 | ||
| Q3 24 | $48.6M | $14.6M | ||
| Q2 24 | $50.9M | $14.7M | ||
| Q1 24 | $51.6M | $28.9M |
毛利率ACLSEMBC
| Q4 25 | 47.0% | 61.9% | ||
| Q3 25 | 41.6% | 60.0% | ||
| Q2 25 | 44.9% | 66.7% | ||
| Q1 25 | 46.1% | 63.4% | ||
| Q4 24 | 46.0% | 60.0% | ||
| Q3 24 | 42.9% | 60.7% | ||
| Q2 24 | 43.8% | 69.8% | ||
| Q1 24 | 46.0% | 64.6% |
营业利润率ACLSEMBC
| Q4 25 | 15.2% | 31.9% | ||
| Q3 25 | 11.7% | 21.4% | ||
| Q2 25 | 14.9% | 31.8% | ||
| Q1 25 | 15.1% | 24.3% | ||
| Q4 24 | 21.6% | 11.0% | ||
| Q3 24 | 18.3% | 9.2% | ||
| Q2 24 | 20.6% | 20.5% | ||
| Q1 24 | 22.4% | 13.6% |
净利率ACLSEMBC
| Q4 25 | 14.4% | 16.9% | ||
| Q3 25 | 12.2% | 10.0% | ||
| Q2 25 | 16.1% | 15.4% | ||
| Q1 25 | 14.8% | 9.1% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 5.1% | ||
| Q2 24 | 19.8% | 5.4% | ||
| Q1 24 | 20.4% | 10.1% |
每股收益（稀释后）ACLSEMBC
| Q4 25 | $1.11 | $0.74 | ||
| Q3 25 | $0.83 | $0.44 | ||
| Q2 25 | $0.98 | $0.78 | ||
| Q1 25 | $0.88 | $0.40 | ||
| Q4 24 | $1.54 | $0.00 | ||
| Q3 24 | $1.49 | $0.24 | ||
| Q2 24 | $1.55 | $0.25 | ||
| Q1 24 | $1.57 | $0.50 |
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 | $201.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $-613.1M |
| 总资产 | $1.4B | $1.1B |
| 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ACLSEMBC
| Q4 25 | $374.3M | $201.3M | ||
| Q3 25 | $449.6M | $225.5M | ||
| Q2 25 | $549.8M | $230.6M | ||
| Q1 25 | $587.1M | $209.3M | ||
| Q4 24 | $571.3M | $210.0M | ||
| Q3 24 | $579.4M | $267.5M | ||
| Q2 24 | $548.3M | $275.1M | ||
| Q1 24 | $530.2M | $299.8M |
总债务ACLSEMBC
| Q4 25 | — | — | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSEMBC
| Q4 25 | $1.0B | $-613.1M | ||
| Q3 25 | $1.0B | $-650.6M | ||
| Q2 25 | $1.0B | $-669.6M | ||
| Q1 25 | $1.0B | $-736.2M | ||
| Q4 24 | $1.0B | $-768.8M | ||
| Q3 24 | $975.6M | $-738.3M | ||
| Q2 24 | $934.9M | $-763.7M | ||
| Q1 24 | $901.7M | $-769.6M |
总资产ACLSEMBC
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.3B | $1.2B |
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 | $17.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $16.6M |
| 自由现金流率自由现金流/营收 | -3.7% | 6.4% |
| 资本支出强度资本支出/营收 | 1.0% | 0.2% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.39× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $205.8M |
8季度趋势，按日历期对齐
经营现金流ACLSEMBC
| Q4 25 | $-6.6M | $17.2M | ||
| Q3 25 | $45.4M | $84.0M | ||
| Q2 25 | $39.7M | $81.2M | ||
| Q1 25 | $39.8M | $31.8M | ||
| Q4 24 | $12.8M | $-5.3M | ||
| Q3 24 | $45.7M | $26.6M | ||
| Q2 24 | $40.1M | $-2.1M | ||
| Q1 24 | $42.2M | $24.3M |
自由现金流ACLSEMBC
| Q4 25 | $-8.9M | $16.6M | ||
| Q3 25 | $43.3M | $76.7M | ||
| Q2 25 | $37.7M | $80.8M | ||
| Q1 25 | $34.8M | $31.7M | ||
| Q4 24 | $8.1M | $-6.8M | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | $-11.8M | ||
| Q1 24 | $40.6M | $20.9M |
自由现金流率ACLSEMBC
| Q4 25 | -3.7% | 6.4% | ||
| Q3 25 | 20.3% | 29.1% | ||
| Q2 25 | 19.4% | 27.3% | ||
| Q1 25 | 18.1% | 12.2% | ||
| Q4 24 | 3.2% | -2.6% | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | -4.3% | ||
| Q1 24 | 16.1% | 7.3% |
资本支出强度ACLSEMBC
| Q4 25 | 1.0% | 0.2% | ||
| Q3 25 | 0.9% | 2.8% | ||
| Q2 25 | 1.0% | 0.1% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 0.8% | 3.6% | ||
| Q1 24 | 0.6% | 1.2% |
现金转化率ACLSEMBC
| Q4 25 | -0.19× | 0.39× | ||
| Q3 25 | 1.75× | 3.18× | ||
| Q2 25 | 1.27× | 1.78× | ||
| Q1 25 | 1.39× | 1.35× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 1.82× | ||
| Q2 24 | 0.79× | -0.14× | ||
| Q1 24 | 0.82× | 0.84× |
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% |
EMBC
| Pen Needles | $185.5M | 71% |
| Safety | $37.3M | 14% |
| Syringes | $30.7M | 12% |
| Manufacturing Facility | $4.1M | 2% |
