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AXCELIS TECHNOLOGIES INC（ACLS）与EZCORP INC（EZPW）财务数据对比。点击上方公司名可切换其他公司
EZCORP INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$382.0M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 11.6%，领先2.8%），EZCORP INC同比增速更快（19.3% vs -5.6%），EZCORP INC自由现金流更多（$31.7M vs $-8.9M），过去两年EZCORP INC的营收复合增速更高（15.6% 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。
EZCORP是总部位于美国得克萨斯州奥斯汀的典当行运营商，业务覆盖美国及拉丁美洲地区，是美国第二大典当行运营商，仅次于Cash America International，目前在纳斯达克挂牌上市。
ACLS vs EZPW — 直观对比
营收规模更大
EZPW
是对方的1.6倍
$238.3M
营收增速更快
EZPW
高出24.9%
-5.6%
净利率更高
ACLS
高出2.8%
11.6%
自由现金流更多
EZPW
多$40.6M
$-8.9M
两年增速更快
EZPW
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $382.0M |
| 净利润 | $34.3M | $44.3M |
| 毛利率 | 47.0% | 58.4% |
| 营业利润率 | 15.2% | 15.9% |
| 净利率 | 14.4% | 11.6% |
| 营收同比 | -5.6% | 19.3% |
| 净利润同比 | -31.3% | 42.8% |
| 每股收益（稀释后） | $1.11 | $0.55 |
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ACLSEZPW
| Q4 25 | $238.3M | $382.0M | ||
| Q3 25 | $213.6M | $336.8M | ||
| Q2 25 | $194.5M | $311.0M | ||
| Q1 25 | $192.6M | $306.3M | ||
| Q4 24 | $252.4M | $320.2M | ||
| Q3 24 | $256.6M | $294.6M | ||
| Q2 24 | $256.5M | $281.4M | ||
| Q1 24 | $252.4M | $285.6M |
净利润ACLSEZPW
| Q4 25 | $34.3M | $44.3M | ||
| Q3 25 | $26.0M | $26.7M | ||
| Q2 25 | $31.4M | $26.5M | ||
| Q1 25 | $28.6M | $25.4M | ||
| Q4 24 | $50.0M | $31.0M | ||
| Q3 24 | $48.6M | $15.2M | ||
| Q2 24 | $50.9M | $17.9M | ||
| Q1 24 | $51.6M | $21.5M |
毛利率ACLSEZPW
| Q4 25 | 47.0% | 58.4% | ||
| Q3 25 | 41.6% | 59.0% | ||
| Q2 25 | 44.9% | 59.1% | ||
| Q1 25 | 46.1% | 58.3% | ||
| Q4 24 | 46.0% | 57.9% | ||
| Q3 24 | 42.9% | 59.5% | ||
| Q2 24 | 43.8% | 59.2% | ||
| Q1 24 | 46.0% | 58.7% |
营业利润率ACLSEZPW
| Q4 25 | 15.2% | 15.9% | ||
| Q3 25 | 11.7% | 11.0% | ||
| Q2 25 | 14.9% | 11.6% | ||
| Q1 25 | 15.1% | 11.2% | ||
| Q4 24 | 21.6% | 13.1% | ||
| Q3 24 | 18.3% | 8.8% | ||
| Q2 24 | 20.6% | 7.9% | ||
| Q1 24 | 22.4% | 9.6% |
净利率ACLSEZPW
| Q4 25 | 14.4% | 11.6% | ||
| Q3 25 | 12.2% | 7.9% | ||
| Q2 25 | 16.1% | 8.5% | ||
| Q1 25 | 14.8% | 8.3% | ||
| Q4 24 | 19.8% | 9.7% | ||
| Q3 24 | 18.9% | 5.2% | ||
| Q2 24 | 19.8% | 6.4% | ||
| Q1 24 | 20.4% | 7.5% |
每股收益（稀释后）ACLSEZPW
| Q4 25 | $1.11 | $0.55 | ||
| Q3 25 | $0.83 | $0.35 | ||
| Q2 25 | $0.98 | $0.34 | ||
| Q1 25 | $0.88 | $0.33 | ||
| Q4 24 | $1.54 | $0.40 | ||
| Q3 24 | $1.49 | $0.20 | ||
| Q2 24 | $1.55 | $0.25 | ||
| Q1 24 | $1.57 | $0.29 |
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 | $465.9M |
| 总债务越低越好 | — | $518.6M |
| 股东权益账面价值 | $1.0B | $1.1B |
| 总资产 | $1.4B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.48× |
8季度趋势，按日历期对齐
现金及短期投资ACLSEZPW
| Q4 25 | $374.3M | $465.9M | ||
| Q3 25 | $449.6M | $469.5M | ||
| Q2 25 | $549.8M | $472.1M | ||
| Q1 25 | $587.1M | $505.2M | ||
| Q4 24 | $571.3M | $174.5M | ||
| Q3 24 | $579.4M | $170.5M | ||
| Q2 24 | $548.3M | $218.0M | ||
| Q1 24 | $530.2M | $229.1M |
总债务ACLSEZPW
| Q4 25 | — | $518.6M | ||
| Q3 25 | — | $518.1M | ||
| Q2 25 | — | $517.6M | ||
| Q1 25 | — | $620.5M | ||
| Q4 24 | — | $327.7M | ||
| Q3 24 | — | $327.3M | ||
| Q2 24 | — | $361.3M | ||
| Q1 24 | — | $360.9M |
股东权益ACLSEZPW
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.0B | $990.1M | ||
| Q1 25 | $1.0B | $851.6M | ||
| Q4 24 | $1.0B | $823.9M | ||
| Q3 24 | $975.6M | $804.6M | ||
| Q2 24 | $934.9M | $801.5M | ||
| Q1 24 | $901.7M | $800.4M |
总资产ACLSEZPW
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.3B | $1.5B |
负债/权益比ACLSEZPW
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.45× | ||
| Q1 24 | — | 0.45× |
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 | $39.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $31.7M |
| 自由现金流率自由现金流/营收 | -3.7% | 8.3% |
| 资本支出强度资本支出/营收 | 1.0% | 2.0% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $121.7M |
8季度趋势，按日历期对齐
经营现金流ACLSEZPW
| Q4 25 | $-6.6M | $39.1M | ||
| Q3 25 | $45.4M | $51.3M | ||
| Q2 25 | $39.7M | $34.8M | ||
| Q1 25 | $39.8M | $36.9M | ||
| Q4 24 | $12.8M | $26.0M | ||
| Q3 24 | $45.7M | $43.3M | ||
| Q2 24 | $40.1M | $33.7M | ||
| Q1 24 | $42.2M | $15.1M |
自由现金流ACLSEZPW
| Q4 25 | $-8.9M | $31.7M | ||
| Q3 25 | $43.3M | $35.7M | ||
| Q2 25 | $37.7M | $25.7M | ||
| Q1 25 | $34.8M | $28.6M | ||
| Q4 24 | $8.1M | $20.4M | ||
| Q3 24 | $41.8M | $24.4M | ||
| Q2 24 | $38.1M | $30.5M | ||
| Q1 24 | $40.6M | $8.6M |
自由现金流率ACLSEZPW
| Q4 25 | -3.7% | 8.3% | ||
| Q3 25 | 20.3% | 10.6% | ||
| Q2 25 | 19.4% | 8.3% | ||
| Q1 25 | 18.1% | 9.3% | ||
| Q4 24 | 3.2% | 6.4% | ||
| Q3 24 | 16.3% | 8.3% | ||
| Q2 24 | 14.8% | 10.8% | ||
| Q1 24 | 16.1% | 3.0% |
资本支出强度ACLSEZPW
| Q4 25 | 1.0% | 2.0% | ||
| Q3 25 | 0.9% | 4.6% | ||
| Q2 25 | 1.0% | 2.9% | ||
| Q1 25 | 2.6% | 2.7% | ||
| Q4 24 | 1.8% | 1.8% | ||
| Q3 24 | 1.5% | 6.4% | ||
| Q2 24 | 0.8% | 1.1% | ||
| Q1 24 | 0.6% | 2.3% |
现金转化率ACLSEZPW
| Q4 25 | -0.19× | 0.88× | ||
| Q3 25 | 1.75× | 1.92× | ||
| Q2 25 | 1.27× | 1.31× | ||
| Q1 25 | 1.39× | 1.45× | ||
| Q4 24 | 0.26× | 0.84× | ||
| Q3 24 | 0.94× | 2.85× | ||
| Q2 24 | 0.79× | 1.88× | ||
| Q1 24 | 0.82× | 0.70× |
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% |
EZPW
| Merchandise | $210.1M | 55% |
| Pawn Service | $131.9M | 35% |
| Jewelry Scrap | $39.9M | 10% |
