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AXCELIS TECHNOLOGIES INC（ACLS）与EPR PROPERTIES（EPR）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EPR PROPERTIES的1.3倍（$238.3M vs $182.9M），EPR PROPERTIES净利率更高（36.6% vs 14.4%，领先22.2%），EPR PROPERTIES同比增速更快（3.2% vs -5.6%），EPR PROPERTIES自由现金流更多（$269.2M vs $-8.9M），过去两年EPR PROPERTIES的营收复合增速更高（4.6% 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。
EPR地产（前身为娱乐地产信托）是总部位于美国密苏里州堪萨斯城的房地产投资信托企业，专注投资游乐园、电影院、滑雪度假村等娱乐类地产项目，截至2022年共持有353处物业。
ACLS vs EPR — 直观对比
营收规模更大
ACLS
是对方的1.3倍
$182.9M
营收增速更快
EPR
高出8.8%
-5.6%
净利率更高
EPR
高出22.2%
14.4%
自由现金流更多
EPR
多$278.1M
$-8.9M
两年增速更快
EPR
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $182.9M |
| 净利润 | $34.3M | $66.9M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 56.8% |
| 净利率 | 14.4% | 36.6% |
| 营收同比 | -5.6% | 3.2% |
| 净利润同比 | -31.3% | 897.0% |
| 每股收益（稀释后） | $1.11 | $0.80 |
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ACLSEPR
| Q4 25 | $238.3M | $182.9M | ||
| Q3 25 | $213.6M | $182.3M | ||
| Q2 25 | $194.5M | $178.1M | ||
| Q1 25 | $192.6M | $175.0M | ||
| Q4 24 | $252.4M | $177.2M | ||
| Q3 24 | $256.6M | $180.5M | ||
| Q2 24 | $256.5M | $173.1M | ||
| Q1 24 | $252.4M | $167.2M |
净利润ACLSEPR
| Q4 25 | $34.3M | $66.9M | ||
| Q3 25 | $26.0M | $66.6M | ||
| Q2 25 | $31.4M | $75.6M | ||
| Q1 25 | $28.6M | $65.8M | ||
| Q4 24 | $50.0M | $-8.4M | ||
| Q3 24 | $48.6M | $46.6M | ||
| Q2 24 | $50.9M | $45.1M | ||
| Q1 24 | $51.6M | $62.7M |
毛利率ACLSEPR
| 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% | — | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSEPR
| Q4 25 | 15.2% | 56.8% | ||
| Q3 25 | 11.7% | 53.5% | ||
| Q2 25 | 14.9% | 62.5% | ||
| Q1 25 | 15.1% | 58.1% | ||
| Q4 24 | 21.6% | 25.5% | ||
| Q3 24 | 18.3% | 51.4% | ||
| Q2 24 | 20.6% | 45.9% | ||
| Q1 24 | 22.4% | 58.8% |
净利率ACLSEPR
| Q4 25 | 14.4% | 36.6% | ||
| Q3 25 | 12.2% | 36.5% | ||
| Q2 25 | 16.1% | 42.5% | ||
| Q1 25 | 14.8% | 37.6% | ||
| Q4 24 | 19.8% | -4.7% | ||
| Q3 24 | 18.9% | 25.8% | ||
| Q2 24 | 19.8% | 26.1% | ||
| Q1 24 | 20.4% | 37.5% |
每股收益（稀释后）ACLSEPR
| Q4 25 | $1.11 | $0.80 | ||
| Q3 25 | $0.83 | $0.79 | ||
| Q2 25 | $0.98 | $0.91 | ||
| Q1 25 | $0.88 | $0.78 | ||
| Q4 24 | $1.54 | $-0.19 | ||
| Q3 24 | $1.49 | $0.53 | ||
| Q2 24 | $1.55 | $0.51 | ||
| Q1 24 | $1.57 | $0.75 |
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 | $90.6M |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $1.0B | $2.3B |
| 总资产 | $1.4B | $5.7B |
| 负债/权益比越低杠杆越低 | — | 1.26× |
8季度趋势，按日历期对齐
现金及短期投资ACLSEPR
| Q4 25 | $374.3M | $90.6M | ||
| Q3 25 | $449.6M | $13.7M | ||
| Q2 25 | $549.8M | $13.0M | ||
| Q1 25 | $587.1M | $20.6M | ||
| Q4 24 | $571.3M | $22.1M | ||
| Q3 24 | $579.4M | $35.3M | ||
| Q2 24 | $548.3M | $33.7M | ||
| Q1 24 | $530.2M | $59.5M |
总债务ACLSEPR
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.8B |
股东权益ACLSEPR
| Q4 25 | $1.0B | $2.3B | ||
| Q3 25 | $1.0B | $2.3B | ||
| Q2 25 | $1.0B | $2.3B | ||
| Q1 25 | $1.0B | $2.3B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $975.6M | $2.4B | ||
| Q2 24 | $934.9M | $2.4B | ||
| Q1 24 | $901.7M | $2.4B |
总资产ACLSEPR
| Q4 25 | $1.4B | $5.7B | ||
| Q3 25 | $1.4B | $5.5B | ||
| Q2 25 | $1.3B | $5.6B | ||
| Q1 25 | $1.3B | $5.5B | ||
| Q4 24 | $1.3B | $5.6B | ||
| Q3 24 | $1.3B | $5.7B | ||
| Q2 24 | $1.3B | $5.6B | ||
| Q1 24 | $1.3B | $5.7B |
负债/权益比ACLSEPR
| Q4 25 | — | 1.26× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.20× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.16× | ||
| Q1 24 | — | 1.15× |
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 | $421.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $269.2M |
| 自由现金流率自由现金流/营收 | -3.7% | 147.1% |
| 资本支出强度资本支出/营收 | 1.0% | 82.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 6.29× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $568.5M |
8季度趋势，按日历期对齐
经营现金流ACLSEPR
| Q4 25 | $-6.6M | $421.0M | ||
| Q3 25 | $45.4M | $136.5M | ||
| Q2 25 | $39.7M | $87.3M | ||
| Q1 25 | $39.8M | $99.4M | ||
| Q4 24 | $12.8M | $393.1M | ||
| Q3 24 | $45.7M | $122.0M | ||
| Q2 24 | $40.1M | $78.7M | ||
| Q1 24 | $42.2M | $99.5M |
自由现金流ACLSEPR
| Q4 25 | $-8.9M | $269.2M | ||
| Q3 25 | $43.3M | $132.1M | ||
| Q2 25 | $37.7M | $82.4M | ||
| Q1 25 | $34.8M | $84.7M | ||
| Q4 24 | $8.1M | $129.2M | ||
| Q3 24 | $41.8M | $121.5M | ||
| Q2 24 | $38.1M | $71.3M | ||
| Q1 24 | $40.6M | $65.0M |
自由现金流率ACLSEPR
| Q4 25 | -3.7% | 147.1% | ||
| Q3 25 | 20.3% | 72.5% | ||
| Q2 25 | 19.4% | 46.3% | ||
| Q1 25 | 18.1% | 48.4% | ||
| Q4 24 | 3.2% | 72.9% | ||
| Q3 24 | 16.3% | 67.3% | ||
| Q2 24 | 14.8% | 41.2% | ||
| Q1 24 | 16.1% | 38.9% |
资本支出强度ACLSEPR
| Q4 25 | 1.0% | 82.9% | ||
| Q3 25 | 0.9% | 2.4% | ||
| Q2 25 | 1.0% | 2.7% | ||
| Q1 25 | 2.6% | 8.4% | ||
| Q4 24 | 1.8% | 148.9% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 0.8% | 4.2% | ||
| Q1 24 | 0.6% | 20.6% |
现金转化率ACLSEPR
| Q4 25 | -0.19× | 6.29× | ||
| Q3 25 | 1.75× | 2.05× | ||
| Q2 25 | 1.27× | 1.15× | ||
| Q1 25 | 1.39× | 1.51× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 2.62× | ||
| Q2 24 | 0.79× | 1.74× | ||
| Q1 24 | 0.82× | 1.59× |
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% |
EPR
| Experiential Reportable Operating Segment | $173.3M | 95% |
| Education Reportable Operating Segment | $9.5M | 5% |
