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AXCELIS TECHNOLOGIES INC（ACLS）与FIRST BANCORP（FBP）财务数据对比。点击上方公司名可切换其他公司
FIRST BANCORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$257.2M vs $238.3M），FIRST BANCORP净利率更高（33.9% vs 14.4%，领先19.5%），FIRST BANCORP同比增速更快（6.5% vs -5.6%），FIRST BANCORP自由现金流更多（$103.2M vs $-8.9M），过去两年FIRST BANCORP的营收复合增速更高（5.6% 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。
第一中西部银行总部位于美国伊利诺伊州芝加哥市，地处奥黑尔机场东侧，其前身可追溯至伊利诺伊州乔利埃特市。发展至今，该行服务范围覆盖芝加哥众多郊区，包括印第安纳州西北部、伊利诺伊州南部、威斯康星州东南部以及含爱荷华州在内的四城地区，是美国规模最大的银行机构之一。
ACLS vs FBP — 直观对比
营收规模更大
FBP
是对方的1.1倍
$238.3M
营收增速更快
FBP
高出12.1%
-5.6%
净利率更高
FBP
高出19.5%
14.4%
自由现金流更多
FBP
多$112.1M
$-8.9M
两年增速更快
FBP
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $257.2M |
| 净利润 | $34.3M | $87.1M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 41.7% |
| 净利率 | 14.4% | 33.9% |
| 营收同比 | -5.6% | 6.5% |
| 净利润同比 | -31.3% | 15.1% |
| 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ACLSFBP
| Q4 25 | $238.3M | $257.2M | ||
| Q3 25 | $213.6M | $248.7M | ||
| Q2 25 | $194.5M | $246.8M | ||
| Q1 25 | $192.6M | $248.1M | ||
| Q4 24 | $252.4M | $241.5M | ||
| Q3 24 | $256.6M | $234.6M | ||
| Q2 24 | $256.5M | $231.7M | ||
| Q1 24 | $252.4M | $230.5M |
净利润ACLSFBP
| Q4 25 | $34.3M | $87.1M | ||
| Q3 25 | $26.0M | $100.5M | ||
| Q2 25 | $31.4M | $80.2M | ||
| Q1 25 | $28.6M | $77.1M | ||
| Q4 24 | $50.0M | $75.7M | ||
| Q3 24 | $48.6M | $73.7M | ||
| Q2 24 | $50.9M | $75.8M | ||
| Q1 24 | $51.6M | $73.5M |
毛利率ACLSFBP
| 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ACLSFBP
| Q4 25 | 15.2% | 41.7% | ||
| Q3 25 | 11.7% | 42.7% | ||
| Q2 25 | 14.9% | 41.7% | ||
| Q1 25 | 15.1% | 40.4% | ||
| Q4 24 | 21.6% | 39.8% | ||
| Q3 24 | 18.3% | 41.1% | ||
| Q2 24 | 20.6% | 43.8% | ||
| Q1 24 | 22.4% | 42.3% |
净利率ACLSFBP
| Q4 25 | 14.4% | 33.9% | ||
| Q3 25 | 12.2% | 40.4% | ||
| Q2 25 | 16.1% | 32.5% | ||
| Q1 25 | 14.8% | 31.1% | ||
| Q4 24 | 19.8% | 31.4% | ||
| Q3 24 | 18.9% | 31.4% | ||
| Q2 24 | 19.8% | 32.7% | ||
| Q1 24 | 20.4% | 31.9% |
每股收益（稀释后）ACLSFBP
| Q4 25 | $1.11 | $0.55 | ||
| Q3 25 | $0.83 | $0.63 | ||
| Q2 25 | $0.98 | $0.50 | ||
| Q1 25 | $0.88 | $0.47 | ||
| Q4 24 | $1.54 | $0.46 | ||
| Q3 24 | $1.49 | $0.45 | ||
| Q2 24 | $1.55 | $0.46 | ||
| Q1 24 | $1.57 | $0.44 |
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 | — | $290.0M |
| 股东权益账面价值 | $1.0B | $2.0B |
| 总资产 | $1.4B | $19.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资ACLSFBP
| 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ACLSFBP
| Q4 25 | — | $290.0M | ||
| Q3 25 | — | $290.0M | ||
| Q2 25 | — | $320.0M | ||
| Q1 25 | — | $331.1M | ||
| Q4 24 | — | $561.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSFBP
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $1.0B | $1.9B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $975.6M | $1.7B | ||
| Q2 24 | $934.9M | $1.5B | ||
| Q1 24 | $901.7M | $1.5B |
总资产ACLSFBP
| Q4 25 | $1.4B | $19.1B | ||
| Q3 25 | $1.4B | $19.3B | ||
| Q2 25 | $1.3B | $18.9B | ||
| Q1 25 | $1.3B | $19.1B | ||
| Q4 24 | $1.3B | $19.3B | ||
| Q3 24 | $1.3B | $18.9B | ||
| Q2 24 | $1.3B | $18.9B | ||
| Q1 24 | $1.3B | $18.9B |
负债/权益比ACLSFBP
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.34× | ||
| 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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $103.2M |
| 自由现金流率自由现金流/营收 | -3.7% | 40.1% |
| 资本支出强度资本支出/营收 | 1.0% | 1.6% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.23× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $437.5M |
8季度趋势，按日历期对齐
经营现金流ACLSFBP
| Q4 25 | $-6.6M | $107.3M | ||
| Q3 25 | $45.4M | $137.6M | ||
| Q2 25 | $39.7M | $95.4M | ||
| Q1 25 | $39.8M | $108.2M | ||
| Q4 24 | $12.8M | $96.8M | ||
| Q3 24 | $45.7M | $118.0M | ||
| Q2 24 | $40.1M | $71.1M | ||
| Q1 24 | $42.2M | $118.2M |
自由现金流ACLSFBP
| Q4 25 | $-8.9M | $103.2M | ||
| Q3 25 | $43.3M | $134.8M | ||
| Q2 25 | $37.7M | $92.8M | ||
| Q1 25 | $34.8M | $106.7M | ||
| Q4 24 | $8.1M | $95.2M | ||
| Q3 24 | $41.8M | $115.4M | ||
| Q2 24 | $38.1M | $69.4M | ||
| Q1 24 | $40.6M | $114.1M |
自由现金流率ACLSFBP
| Q4 25 | -3.7% | 40.1% | ||
| Q3 25 | 20.3% | 54.2% | ||
| Q2 25 | 19.4% | 37.6% | ||
| Q1 25 | 18.1% | 43.0% | ||
| Q4 24 | 3.2% | 39.4% | ||
| Q3 24 | 16.3% | 49.2% | ||
| Q2 24 | 14.8% | 30.0% | ||
| Q1 24 | 16.1% | 49.5% |
资本支出强度ACLSFBP
| Q4 25 | 1.0% | 1.6% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.0% | 1.1% | ||
| Q1 25 | 2.6% | 0.6% | ||
| Q4 24 | 1.8% | 0.7% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 0.8% | 0.7% | ||
| Q1 24 | 0.6% | 1.8% |
现金转化率ACLSFBP
| Q4 25 | -0.19× | 1.23× | ||
| Q3 25 | 1.75× | 1.37× | ||
| Q2 25 | 1.27× | 1.19× | ||
| Q1 25 | 1.39× | 1.40× | ||
| Q4 24 | 0.26× | 1.28× | ||
| Q3 24 | 0.94× | 1.60× | ||
| Q2 24 | 0.79× | 0.94× | ||
| Q1 24 | 0.82× | 1.61× |
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% |
FBP
| Consumer Retail Banking Segment | $171.5M | 67% |
| Commercial And Corporate Segment | $46.9M | 18% |
| Mortgage Banking Segment | $22.4M | 9% |
| Virgin Islands Operations Segment | $18.6M | 7% |
