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AXCELIS TECHNOLOGIES INC（ACLS）与Fat Brands, Inc（FAT）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Fat Brands, Inc的1.7倍（$238.3M vs $140.0M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -41.6%，领先56.0%），Fat Brands, Inc同比增速更快（-2.3% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-16.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -6.1%）
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。
FAT Brands是来自美国的多品牌餐饮与体育酒吧连锁运营商，总部位于加利福尼亚州比弗利山庄，主要开展餐饮品牌的连锁加盟运营业务，旗下涵盖多个餐饮及休闲体育酒吧品牌。
ACLS vs FAT — 直观对比
营收规模更大
ACLS
是对方的1.7倍
$140.0M
营收增速更快
FAT
高出3.2%
-5.6%
净利率更高
ACLS
高出56.0%
-41.6%
自由现金流更多
ACLS
多$8.0M
$-16.9M
两年增速更快
ACLS
近两年复合增速
-6.1%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $140.0M |
| 净利润 | $34.3M | $-58.2M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -12.4% |
| 净利率 | 14.4% | -41.6% |
| 营收同比 | -5.6% | -2.3% |
| 净利润同比 | -31.3% | -30.1% |
| 每股收益（稀释后） | $1.11 | $-3.39 |
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ACLSFAT
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | $140.0M | ||
| Q2 25 | $194.5M | $146.8M | ||
| Q1 25 | $192.6M | $142.0M | ||
| Q4 24 | $252.4M | $145.3M | ||
| Q3 24 | $256.6M | $143.4M | ||
| Q2 24 | $256.5M | $152.0M | ||
| Q1 24 | $252.4M | $152.0M |
净利润ACLSFAT
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-58.2M | ||
| Q2 25 | $31.4M | $-54.2M | ||
| Q1 25 | $28.6M | $-46.0M | ||
| Q4 24 | $50.0M | $-67.4M | ||
| Q3 24 | $48.6M | $-44.8M | ||
| Q2 24 | $50.9M | $-39.4M | ||
| Q1 24 | $51.6M | $-38.3M |
毛利率ACLSFAT
| 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ACLSFAT
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | -12.4% | ||
| Q2 25 | 14.9% | -10.6% | ||
| Q1 25 | 15.1% | -6.0% | ||
| Q4 24 | 21.6% | -27.1% | ||
| Q3 24 | 18.3% | -6.2% | ||
| Q2 24 | 20.6% | -1.8% | ||
| Q1 24 | 22.4% | -0.9% |
净利率ACLSFAT
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -41.6% | ||
| Q2 25 | 16.1% | -36.9% | ||
| Q1 25 | 14.8% | -32.4% | ||
| Q4 24 | 19.8% | -46.4% | ||
| Q3 24 | 18.9% | -31.2% | ||
| Q2 24 | 19.8% | -25.9% | ||
| Q1 24 | 20.4% | -25.2% |
每股收益（稀释后）ACLSFAT
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $-3.39 | ||
| Q2 25 | $0.98 | $-3.17 | ||
| Q1 25 | $0.88 | $-2.73 | ||
| Q4 24 | $1.54 | $-4.06 | ||
| Q3 24 | $1.49 | $-2.74 | ||
| Q2 24 | $1.55 | $-2.43 | ||
| Q1 24 | $1.57 | $-2.37 |
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 | — |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $1.0B | $-585.8M |
| 总资产 | $1.4B | $1.2B |
| 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ACLSFAT
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — | ||
| Q1 24 | $530.2M | — |
总债务ACLSFAT
| Q4 25 | — | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益ACLSFAT
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $-585.8M | ||
| Q2 25 | $1.0B | $-536.5M | ||
| Q1 25 | $1.0B | $-493.9M | ||
| Q4 24 | $1.0B | $-455.7M | ||
| Q3 24 | $975.6M | $-386.1M | ||
| Q2 24 | $934.9M | $-338.6M | ||
| Q1 24 | $901.7M | $-296.8M |
总资产ACLSFAT
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.3B | $1.4B |
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 | $-14.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-16.9M |
| 自由现金流率自由现金流/营收 | -3.7% | -12.1% |
| 资本支出强度资本支出/营收 | 1.0% | 1.7% |
| 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 | $-75.0M |
8季度趋势，按日历期对齐
经营现金流ACLSFAT
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | $-14.5M | ||
| Q2 25 | $39.7M | $-26.9M | ||
| Q1 25 | $39.8M | $-13.2M | ||
| Q4 24 | $12.8M | $-10.4M | ||
| Q3 24 | $45.7M | $-3.2M | ||
| Q2 24 | $40.1M | $-14.2M | ||
| Q1 24 | $42.2M | $-28.4M |
自由现金流ACLSFAT
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $-16.9M | ||
| Q2 25 | $37.7M | $-29.3M | ||
| Q1 25 | $34.8M | $-17.8M | ||
| Q4 24 | $8.1M | $-11.0M | ||
| Q3 24 | $41.8M | $-11.1M | ||
| Q2 24 | $38.1M | $-24.4M | ||
| Q1 24 | $40.6M | $-32.5M |
自由现金流率ACLSFAT
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | -12.1% | ||
| Q2 25 | 19.4% | -20.0% | ||
| Q1 25 | 18.1% | -12.5% | ||
| Q4 24 | 3.2% | -7.6% | ||
| Q3 24 | 16.3% | -7.7% | ||
| Q2 24 | 14.8% | -16.1% | ||
| Q1 24 | 16.1% | -21.4% |
资本支出强度ACLSFAT
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 1.7% | ||
| Q2 25 | 1.0% | 1.6% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 1.8% | 0.4% | ||
| Q3 24 | 1.5% | 5.5% | ||
| Q2 24 | 0.8% | 6.7% | ||
| Q1 24 | 0.6% | 2.7% |
现金转化率ACLSFAT
| 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× | — |
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% |
FAT
| Restaurant Sales | $96.6M | 69% |
| Royalty | $21.6M | 15% |
| Factory | $9.6M | 7% |
| Advertising | $9.1M | 7% |
| Franchisor | $1.5M | 1% |
| Other | $1.5M | 1% |
