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AXCELIS TECHNOLOGIES INC（ACLS）与Empire State Realty Trust, Inc.（ESRT）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Empire State Realty Trust, Inc.的1.3倍（$238.3M vs $190.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.6%，领先12.8%），Empire State Realty Trust, Inc.同比增速更快（5.7% vs -5.6%），过去两年Empire State Realty Trust, Inc.的营收复合增速更高（0.2% 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。
帝国州房地产信托是一家美国房地产投资信托企业，持有并运营纽约大都会区的优质办公、零售及住宅物业，旗下资产包括地标性建筑帝国大厦，主打可持续运营模式，服务各类租户及住户，专注实现长期资产增值。
ACLS vs ESRT — 直观对比
营收规模更大
ACLS
是对方的1.3倍
$190.3M
营收增速更快
ESRT
高出11.3%
-5.6%
净利率更高
ACLS
高出12.8%
1.6%
两年增速更快
ESRT
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $190.3M |
| 净利润 | $34.3M | $3.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 15.5% |
| 净利率 | 14.4% | 1.6% |
| 营收同比 | -5.6% | 5.7% |
| 净利润同比 | -31.3% | -73.7% |
| 每股收益（稀释后） | $1.11 | $0.20 |
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ACLSESRT
| Q1 26 | — | $190.3M | ||
| Q4 25 | $238.3M | $199.2M | ||
| Q3 25 | $213.6M | $197.7M | ||
| Q2 25 | $194.5M | $191.3M | ||
| Q1 25 | $192.6M | $180.1M | ||
| Q4 24 | $252.4M | $197.6M | ||
| Q3 24 | $256.6M | $199.6M | ||
| Q2 24 | $256.5M | $189.5M |
净利润ACLSESRT
| Q1 26 | — | $3.0M | ||
| Q4 25 | $34.3M | $32.2M | ||
| Q3 25 | $26.0M | $13.6M | ||
| Q2 25 | $31.4M | $11.4M | ||
| Q1 25 | $28.6M | $15.8M | ||
| Q4 24 | $50.0M | $18.8M | ||
| Q3 24 | $48.6M | $22.8M | ||
| Q2 24 | $50.9M | $28.6M |
毛利率ACLSESRT
| 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ACLSESRT
| Q1 26 | — | 15.5% | ||
| Q4 25 | 15.2% | 17.8% | ||
| Q3 25 | 11.7% | 19.9% | ||
| Q2 25 | 14.9% | 18.4% | ||
| Q1 25 | 15.1% | 14.3% | ||
| Q4 24 | 21.6% | 21.7% | ||
| Q3 24 | 18.3% | 22.7% | ||
| Q2 24 | 20.6% | 20.8% |
净利率ACLSESRT
| Q1 26 | — | 1.6% | ||
| Q4 25 | 14.4% | 16.1% | ||
| Q3 25 | 12.2% | 6.9% | ||
| Q2 25 | 16.1% | 6.0% | ||
| Q1 25 | 14.8% | 8.8% | ||
| Q4 24 | 19.8% | 9.5% | ||
| Q3 24 | 18.9% | 11.4% | ||
| Q2 24 | 19.8% | 15.1% |
每股收益（稀释后）ACLSESRT
| Q1 26 | — | $0.20 | ||
| Q4 25 | $1.11 | $0.11 | ||
| Q3 25 | $0.83 | $0.05 | ||
| Q2 25 | $0.98 | $0.04 | ||
| Q1 25 | $0.88 | $0.05 | ||
| Q4 24 | $1.54 | $0.07 | ||
| Q3 24 | $1.49 | $0.08 | ||
| Q2 24 | $1.55 | $0.10 |
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 | $68.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.8B |
| 总资产 | $1.4B | $4.4B |
| 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ACLSESRT
| Q1 26 | — | $68.8M | ||
| Q4 25 | $374.3M | $132.7M | ||
| Q3 25 | $449.6M | $154.1M | ||
| Q2 25 | $549.8M | $94.6M | ||
| Q1 25 | $587.1M | $187.8M | ||
| Q4 24 | $571.3M | $385.5M | ||
| Q3 24 | $579.4M | $421.9M | ||
| Q2 24 | $548.3M | $535.5M |
股东权益ACLSESRT
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $975.6M | $1.0B | ||
| Q2 24 | $934.9M | $1.0B |
总资产ACLSESRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $1.4B | $4.5B | ||
| Q3 25 | $1.4B | $4.1B | ||
| Q2 25 | $1.3B | $4.1B | ||
| Q1 25 | $1.3B | $4.1B | ||
| Q4 24 | $1.3B | $4.5B | ||
| Q3 24 | $1.3B | $4.4B | ||
| Q2 24 | $1.3B | $4.4B |
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% | 10.0% |
| 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ACLSESRT
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $249.1M | ||
| Q3 25 | $45.4M | $105.3M | ||
| Q2 25 | $39.7M | $26.7M | ||
| Q1 25 | $39.8M | $83.1M | ||
| Q4 24 | $12.8M | $260.9M | ||
| Q3 24 | $45.7M | $102.8M | ||
| Q2 24 | $40.1M | $37.1M |
自由现金流ACLSESRT
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $50.6M | ||
| Q3 25 | $43.3M | $72.8M | ||
| Q2 25 | $37.7M | $-55.1M | ||
| Q1 25 | $34.8M | $41.1M | ||
| Q4 24 | $8.1M | $88.0M | ||
| Q3 24 | $41.8M | $-65.1M | ||
| Q2 24 | $38.1M | $19.5M |
自由现金流率ACLSESRT
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 25.4% | ||
| Q3 25 | 20.3% | 36.8% | ||
| Q2 25 | 19.4% | -28.8% | ||
| Q1 25 | 18.1% | 22.8% | ||
| Q4 24 | 3.2% | 44.5% | ||
| Q3 24 | 16.3% | -32.6% | ||
| Q2 24 | 14.8% | 10.3% |
资本支出强度ACLSESRT
| Q1 26 | — | 10.0% | ||
| Q4 25 | 1.0% | 99.6% | ||
| Q3 25 | 0.9% | 16.5% | ||
| Q2 25 | 1.0% | 42.8% | ||
| Q1 25 | 2.6% | 23.4% | ||
| Q4 24 | 1.8% | 87.5% | ||
| Q3 24 | 1.5% | 84.1% | ||
| Q2 24 | 0.8% | 9.3% |
现金转化率ACLSESRT
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 7.74× | ||
| Q3 25 | 1.75× | 7.72× | ||
| Q2 25 | 1.27× | 2.35× | ||
| Q1 25 | 1.39× | 5.27× | ||
| Q4 24 | 0.26× | 13.88× | ||
| Q3 24 | 0.94× | 4.51× | ||
| Q2 24 | 0.79× | 1.30× |
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% |
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
