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AXCELIS TECHNOLOGIES INC（ACLS）与FIRST ADVANTAGE CORP（FA）财务数据对比。点击上方公司名可切换其他公司
FIRST ADVANTAGE CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.8倍（$420.0M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 0.8%，领先13.6%），FIRST ADVANTAGE CORP同比增速更快（36.8% vs -5.6%），FIRST ADVANTAGE CORP自由现金流更多（$62.2M vs $-8.9M），过去两年FIRST ADVANTAGE CORP的营收复合增速更高（57.5% 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。
First Advantage是全球领先的劳动力筛查与背景验证服务提供商，服务覆盖科技、医疗、金融、零售、制造等多个行业的各规模客户，助力企业管控雇佣风险、满足合规要求，打造安全可信的工作环境。
ACLS vs FA — 直观对比
营收规模更大
FA
是对方的1.8倍
$238.3M
营收增速更快
FA
高出42.3%
-5.6%
净利率更高
ACLS
高出13.6%
0.8%
自由现金流更多
FA
多$71.1M
$-8.9M
两年增速更快
FA
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $420.0M |
| 净利润 | $34.3M | $3.5M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 10.7% |
| 净利率 | 14.4% | 0.8% |
| 营收同比 | -5.6% | 36.8% |
| 净利润同比 | -31.3% | 103.5% |
| 每股收益（稀释后） | $1.11 | $0.03 |
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ACLSFA
| Q4 25 | $238.3M | $420.0M | ||
| Q3 25 | $213.6M | $409.2M | ||
| Q2 25 | $194.5M | $390.6M | ||
| Q1 25 | $192.6M | $354.6M | ||
| Q4 24 | $252.4M | $307.1M | ||
| Q3 24 | $256.6M | $199.1M | ||
| Q2 24 | $256.5M | $184.5M | ||
| Q1 24 | $252.4M | $169.4M |
净利润ACLSFA
| Q4 25 | $34.3M | $3.5M | ||
| Q3 25 | $26.0M | $2.6M | ||
| Q2 25 | $31.4M | $308.0K | ||
| Q1 25 | $28.6M | $-41.2M | ||
| Q4 24 | $50.0M | $-100.4M | ||
| Q3 24 | $48.6M | $-8.9M | ||
| Q2 24 | $50.9M | $1.9M | ||
| Q1 24 | $51.6M | $-2.9M |
毛利率ACLSFA
| 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ACLSFA
| Q4 25 | 15.2% | 10.7% | ||
| Q3 25 | 11.7% | 10.3% | ||
| Q2 25 | 14.9% | 9.7% | ||
| Q1 25 | 15.1% | 2.1% | ||
| Q4 24 | 21.6% | -26.3% | ||
| Q3 24 | 18.3% | 4.6% | ||
| Q2 24 | 20.6% | 5.4% | ||
| Q1 24 | 22.4% | -0.4% |
净利率ACLSFA
| Q4 25 | 14.4% | 0.8% | ||
| Q3 25 | 12.2% | 0.6% | ||
| Q2 25 | 16.1% | 0.1% | ||
| Q1 25 | 14.8% | -11.6% | ||
| Q4 24 | 19.8% | -32.7% | ||
| Q3 24 | 18.9% | -4.4% | ||
| Q2 24 | 19.8% | 1.0% | ||
| Q1 24 | 20.4% | -1.7% |
每股收益（稀释后）ACLSFA
| Q4 25 | $1.11 | $0.03 | ||
| Q3 25 | $0.83 | $0.01 | ||
| Q2 25 | $0.98 | $0.00 | ||
| Q1 25 | $0.88 | $-0.24 | ||
| Q4 24 | $1.54 | $-0.67 | ||
| Q3 24 | $1.49 | $-0.06 | ||
| Q2 24 | $1.55 | $0.01 | ||
| Q1 24 | $1.57 | $-0.02 |
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 | $240.0M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $1.0B | $1.3B |
| 总资产 | $1.4B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 1.61× |
8季度趋势，按日历期对齐
现金及短期投资ACLSFA
| Q4 25 | $374.3M | $240.0M | ||
| Q3 25 | $449.6M | $216.8M | ||
| Q2 25 | $549.8M | $184.3M | ||
| Q1 25 | $587.1M | $172.0M | ||
| Q4 24 | $571.3M | $168.7M | ||
| Q3 24 | $579.4M | $307.4M | ||
| Q2 24 | $548.3M | $269.6M | ||
| Q1 24 | $530.2M | $246.0M |
总债务ACLSFA
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSFA
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $975.6M | $920.7M | ||
| Q2 24 | $934.9M | $913.3M | ||
| Q1 24 | $901.7M | $907.7M |
总资产ACLSFA
| Q4 25 | $1.4B | $3.8B | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $1.3B | $3.9B | ||
| Q1 25 | $1.3B | $3.9B | ||
| Q4 24 | $1.3B | $3.9B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | $1.3B | $1.6B |
负债/权益比ACLSFA
| Q4 25 | — | 1.61× | ||
| Q3 25 | — | 1.64× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | — | 1.66× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $65.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $62.2M |
| 自由现金流率自由现金流/营收 | -3.7% | 14.8% |
| 资本支出强度资本支出/营收 | 1.0% | 0.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 19.01× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $188.5M |
8季度趋势，按日历期对齐
经营现金流ACLSFA
| Q4 25 | $-6.6M | $65.9M | ||
| Q3 25 | $45.4M | $72.4M | ||
| Q2 25 | $39.7M | $37.3M | ||
| Q1 25 | $39.8M | $19.5M | ||
| Q4 24 | $12.8M | $-85.7M | ||
| Q3 24 | $45.7M | $43.5M | ||
| Q2 24 | $40.1M | $32.0M | ||
| Q1 24 | $42.2M | $38.3M |
自由现金流ACLSFA
| Q4 25 | $-8.9M | $62.2M | ||
| Q3 25 | $43.3M | $71.2M | ||
| Q2 25 | $37.7M | $36.1M | ||
| Q1 25 | $34.8M | $19.0M | ||
| Q4 24 | $8.1M | $-86.0M | ||
| Q3 24 | $41.8M | $43.1M | ||
| Q2 24 | $38.1M | $31.4M | ||
| Q1 24 | $40.6M | $38.0M |
自由现金流率ACLSFA
| Q4 25 | -3.7% | 14.8% | ||
| Q3 25 | 20.3% | 17.4% | ||
| Q2 25 | 19.4% | 9.2% | ||
| Q1 25 | 18.1% | 5.4% | ||
| Q4 24 | 3.2% | -28.0% | ||
| Q3 24 | 16.3% | 21.6% | ||
| Q2 24 | 14.8% | 17.0% | ||
| Q1 24 | 16.1% | 22.4% |
资本支出强度ACLSFA
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 0.9% | 0.3% | ||
| Q2 25 | 1.0% | 0.3% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.5% | 0.2% | ||
| Q2 24 | 0.8% | 0.4% | ||
| Q1 24 | 0.6% | 0.2% |
现金转化率ACLSFA
| Q4 25 | -0.19× | 19.01× | ||
| Q3 25 | 1.75× | 27.91× | ||
| Q2 25 | 1.27× | 121.25× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 17.22× | ||
| 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% |
FA
| First Advantage Americas | $209.9M | 50% |
| Sterling | $185.9M | 44% |
| First Advantage International | $24.2M | 6% |
