vs
AXCELIS TECHNOLOGIES INC(ACLS)与Esperion Therapeutics, Inc.(ESPR)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Esperion Therapeutics, Inc.的1.4倍($238.3M vs $168.4M),Esperion Therapeutics, Inc.同比增速更快(143.7% vs -5.6%),过去两年Esperion Therapeutics, Inc.的营收复合增速更高(10.6% 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。
Esperion Therapeutics, Inc.是一家上市美国药企,专注开发用于降低低密度脂蛋白胆固醇的口服小分子药物苯哌多酸,公司总部位于密歇根州安娜堡,目前核心研发管线围绕这款降脂创新药物推进,深耕血脂异常治疗领域的创新药物开发。
ACLS vs ESPR — 直观对比
营收规模更大
ACLS
是对方的1.4倍
$168.4M
营收增速更快
ESPR
高出149.3%
-5.6%
两年增速更快
ESPR
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $238.3M | $168.4M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 50.6% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 143.7% |
| 净利润同比 | -31.3% | — |
| 每股收益(稀释后) | $1.11 | $0.32 |
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
ACLS
ESPR
| Q4 25 | $238.3M | $168.4M | ||
| Q3 25 | $213.6M | $87.3M | ||
| Q2 25 | $194.5M | $82.4M | ||
| Q1 25 | $192.6M | $65.0M | ||
| Q4 24 | $252.4M | $69.1M | ||
| Q3 24 | $256.6M | $51.6M | ||
| Q2 24 | $256.5M | $73.8M | ||
| Q1 24 | $252.4M | $137.7M |
净利润
ACLS
ESPR
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-31.3M | ||
| Q2 25 | $31.4M | $-12.7M | ||
| Q1 25 | $28.6M | $-40.5M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-29.5M | ||
| Q2 24 | $50.9M | $-61.9M | ||
| Q1 24 | $51.6M | $61.0M |
毛利率
ACLS
ESPR
| 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
ACLS
ESPR
| Q4 25 | 15.2% | 50.6% | ||
| Q3 25 | 11.7% | -11.4% | ||
| Q2 25 | 14.9% | 8.6% | ||
| Q1 25 | 15.1% | -34.0% | ||
| Q4 24 | 21.6% | -6.4% | ||
| Q3 24 | 18.3% | -31.0% | ||
| Q2 24 | 20.6% | 3.5% | ||
| Q1 24 | 22.4% | 52.5% |
净利率
ACLS
ESPR
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -35.9% | ||
| Q2 25 | 16.1% | -15.4% | ||
| Q1 25 | 14.8% | -62.2% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -57.2% | ||
| Q2 24 | 19.8% | -83.9% | ||
| Q1 24 | 20.4% | 44.3% |
每股收益(稀释后)
ACLS
ESPR
| Q4 25 | $1.11 | $0.32 | ||
| Q3 25 | $0.83 | $-0.16 | ||
| Q2 25 | $0.98 | $-0.06 | ||
| Q1 25 | $0.88 | $-0.21 | ||
| Q4 24 | $1.54 | $-0.14 | ||
| Q3 24 | $1.49 | $-0.15 | ||
| Q2 24 | $1.55 | $-0.33 | ||
| Q1 24 | $1.57 | $0.34 |
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 | $167.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $-302.0M |
| 总资产 | $1.4B | $465.9M |
| 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
ACLS
ESPR
| Q4 25 | $374.3M | $167.9M | ||
| Q3 25 | $449.6M | $92.4M | ||
| Q2 25 | $549.8M | $86.1M | ||
| Q1 25 | $587.1M | $114.6M | ||
| Q4 24 | $571.3M | $144.8M | ||
| Q3 24 | $579.4M | $144.7M | ||
| Q2 24 | $548.3M | $189.3M | ||
| Q1 24 | $530.2M | $226.6M |
股东权益
ACLS
ESPR
| Q4 25 | $1.0B | $-302.0M | ||
| Q3 25 | $1.0B | $-451.4M | ||
| Q2 25 | $1.0B | $-433.5M | ||
| Q1 25 | $1.0B | $-426.2M | ||
| Q4 24 | $1.0B | $-388.7M | ||
| Q3 24 | $975.6M | $-370.2M | ||
| Q2 24 | $934.9M | $-344.2M | ||
| Q1 24 | $901.7M | $-294.3M |
总资产
ACLS
ESPR
| Q4 25 | $1.4B | $465.9M | ||
| Q3 25 | $1.4B | $364.0M | ||
| Q2 25 | $1.3B | $347.1M | ||
| Q1 25 | $1.3B | $324.0M | ||
| Q4 24 | $1.3B | $343.8M | ||
| Q3 24 | $1.3B | $314.1M | ||
| Q2 24 | $1.3B | $352.3M | ||
| Q1 24 | $1.3B | $373.1M |
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 | $45.2M |
| 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% | 0.0% |
| 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
ACLS
ESPR
| Q4 25 | $-6.6M | $45.2M | ||
| Q3 25 | $45.4M | $-4.3M | ||
| Q2 25 | $39.7M | $-31.4M | ||
| Q1 25 | $39.8M | $-22.6M | ||
| Q4 24 | $12.8M | $-35.0M | ||
| Q3 24 | $45.7M | $-35.3M | ||
| Q2 24 | $40.1M | $-7.2M | ||
| Q1 24 | $42.2M | $53.8M |
自由现金流
ACLS
ESPR
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $-35.5M | ||
| Q2 24 | $38.1M | $-7.3M | ||
| Q1 24 | $40.6M | $53.8M |
自由现金流率
ACLS
ESPR
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | -68.7% | ||
| Q2 24 | 14.8% | -9.9% | ||
| Q1 24 | 16.1% | 39.0% |
资本支出强度
ACLS
ESPR
| Q4 25 | 1.0% | 0.0% | ||
| Q3 25 | 0.9% | 0.0% | ||
| Q2 25 | 1.0% | 0.0% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 1.8% | 0.0% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 0.8% | 0.1% | ||
| Q1 24 | 0.6% | 0.1% |
现金转化率
ACLS
ESPR
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | 0.88× |
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% |
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |