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AXCELIS TECHNOLOGIES INC（ACLS）与EverCommerce Inc.（EVCM）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EverCommerce Inc.的1.6倍（$238.3M vs $151.2M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 4.0%，领先10.4%），EverCommerce Inc.同比增速更快（5.2% vs -5.6%），EverCommerce Inc.自由现金流更多（$21.0M vs $-8.9M），过去两年EverCommerce Inc.的营收复合增速更高（4.7% 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。
EverCommerce Inc.是面向服务类中小企业的领先集成SaaS解决方案提供商，核心市场覆盖北美及部分全球区域，产品线包含业务管理、支付处理、客户互动、营销工具等，服务家庭服务、健康康养、健身等多个细分领域。
ACLS vs EVCM — 直观对比
营收规模更大
ACLS
是对方的1.6倍
$151.2M
营收增速更快
EVCM
高出10.8%
-5.6%
净利率更高
ACLS
高出10.4%
4.0%
自由现金流更多
EVCM
多$29.9M
$-8.9M
两年增速更快
EVCM
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $151.2M |
| 净利润 | $34.3M | $6.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 8.8% |
| 净利率 | 14.4% | 4.0% |
| 营收同比 | -5.6% | 5.2% |
| 净利润同比 | -31.3% | 149.4% |
| 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ACLSEVCM
| Q4 25 | $238.3M | $151.2M | ||
| Q3 25 | $213.6M | $147.5M | ||
| Q2 25 | $194.5M | $148.0M | ||
| Q1 25 | $192.6M | $142.3M | ||
| Q4 24 | $252.4M | $143.7M | ||
| Q3 24 | $256.6M | $140.1M | ||
| Q2 24 | $256.5M | $140.5M | ||
| Q1 24 | $252.4M | $137.9M |
净利润ACLSEVCM
| Q4 25 | $34.3M | $6.0M | ||
| Q3 25 | $26.0M | $11.1M | ||
| Q2 25 | $31.4M | $8.2M | ||
| Q1 25 | $28.6M | $-7.7M | ||
| Q4 24 | $50.0M | $-12.2M | ||
| Q3 24 | $48.6M | $-9.2M | ||
| Q2 24 | $50.9M | $-3.4M | ||
| Q1 24 | $51.6M | $-16.3M |
毛利率ACLSEVCM
| 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ACLSEVCM
| Q4 25 | 15.2% | 8.8% | ||
| Q3 25 | 11.7% | 10.8% | ||
| Q2 25 | 14.9% | 10.7% | ||
| Q1 25 | 15.1% | 10.0% | ||
| Q4 24 | 21.6% | 8.8% | ||
| Q3 24 | 18.3% | 7.2% | ||
| Q2 24 | 20.6% | 5.5% | ||
| Q1 24 | 22.4% | -3.1% |
净利率ACLSEVCM
| Q4 25 | 14.4% | 4.0% | ||
| Q3 25 | 12.2% | 7.5% | ||
| Q2 25 | 16.1% | 5.5% | ||
| Q1 25 | 14.8% | -5.4% | ||
| Q4 24 | 19.8% | -8.5% | ||
| Q3 24 | 18.9% | -6.5% | ||
| Q2 24 | 19.8% | -2.4% | ||
| Q1 24 | 20.4% | -11.8% |
每股收益（稀释后）ACLSEVCM
| Q4 25 | $1.11 | $0.04 | ||
| Q3 25 | $0.83 | $0.06 | ||
| Q2 25 | $0.98 | $0.04 | ||
| Q1 25 | $0.88 | $-0.04 | ||
| Q4 24 | $1.54 | $-0.06 | ||
| Q3 24 | $1.49 | $-0.05 | ||
| Q2 24 | $1.55 | $-0.02 | ||
| Q1 24 | $1.57 | $-0.09 |
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 | $129.7M |
| 总债务越低越好 | — | $523.4M |
| 股东权益账面价值 | $1.0B | $716.9M |
| 总资产 | $1.4B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.73× |
8季度趋势，按日历期对齐
现金及短期投资ACLSEVCM
| Q4 25 | $374.3M | $129.7M | ||
| Q3 25 | $449.6M | $106.9M | ||
| Q2 25 | $549.8M | $151.1M | ||
| Q1 25 | $587.1M | $148.4M | ||
| Q4 24 | $571.3M | $135.8M | ||
| Q3 24 | $579.4M | $101.6M | ||
| Q2 24 | $548.3M | $86.7M | ||
| Q1 24 | $530.2M | $90.0M |
总债务ACLSEVCM
| Q4 25 | — | $523.4M | ||
| Q3 25 | — | $524.6M | ||
| Q2 25 | — | $525.8M | ||
| Q1 25 | — | $526.9M | ||
| Q4 24 | — | $527.9M | ||
| Q3 24 | — | $529.0M | ||
| Q2 24 | — | $530.1M | ||
| Q1 24 | — | $531.1M |
股东权益ACLSEVCM
| Q4 25 | $1.0B | $716.9M | ||
| Q3 25 | $1.0B | $728.5M | ||
| Q2 25 | $1.0B | $744.0M | ||
| Q1 25 | $1.0B | $739.6M | ||
| Q4 24 | $1.0B | $750.8M | ||
| Q3 24 | $975.6M | $770.7M | ||
| Q2 24 | $934.9M | $784.1M | ||
| Q1 24 | $901.7M | $800.7M |
总资产ACLSEVCM
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.3B | $1.5B |
负债/权益比ACLSEVCM
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 0.66× |
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 | $21.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $21.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 13.9% |
| 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× | 3.52× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $109.2M |
8季度趋势，按日历期对齐
经营现金流ACLSEVCM
| Q4 25 | $-6.6M | $21.3M | ||
| Q3 25 | $45.4M | $32.5M | ||
| Q2 25 | $39.7M | $27.0M | ||
| Q1 25 | $39.8M | $30.7M | ||
| Q4 24 | $12.8M | $48.4M | ||
| Q3 24 | $45.7M | $27.5M | ||
| Q2 24 | $40.1M | $23.9M | ||
| Q1 24 | $42.2M | $13.3M |
自由现金流ACLSEVCM
| Q4 25 | $-8.9M | $21.0M | ||
| Q3 25 | $43.3M | $31.6M | ||
| Q2 25 | $37.7M | $26.5M | ||
| Q1 25 | $34.8M | $30.2M | ||
| Q4 24 | $8.1M | $48.2M | ||
| Q3 24 | $41.8M | $27.4M | ||
| Q2 24 | $38.1M | $23.3M | ||
| Q1 24 | $40.6M | $12.9M |
自由现金流率ACLSEVCM
| Q4 25 | -3.7% | 13.9% | ||
| Q3 25 | 20.3% | 21.4% | ||
| Q2 25 | 19.4% | 17.9% | ||
| Q1 25 | 18.1% | 21.2% | ||
| Q4 24 | 3.2% | 33.5% | ||
| Q3 24 | 16.3% | 19.5% | ||
| Q2 24 | 14.8% | 16.6% | ||
| Q1 24 | 16.1% | 9.4% |
资本支出强度ACLSEVCM
| Q4 25 | 1.0% | 0.2% | ||
| Q3 25 | 0.9% | 0.6% | ||
| Q2 25 | 1.0% | 0.3% | ||
| Q1 25 | 2.6% | 0.3% | ||
| Q4 24 | 1.8% | 0.2% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 0.8% | 0.5% | ||
| Q1 24 | 0.6% | 0.3% |
现金转化率ACLSEVCM
| Q4 25 | -0.19× | 3.52× | ||
| Q3 25 | 1.75× | 2.93× | ||
| Q2 25 | 1.27× | 3.31× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| 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% |
EVCM
| Transferred Over Time | $146.4M | 97% |
| Transferred At Point In Time | $4.8M | 3% |
