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AXCELIS TECHNOLOGIES INC（ACLS）与FIRST HAWAIIAN, INC.（FHB）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FIRST HAWAIIAN, INC.的1.1倍（$238.3M vs $220.3M），FIRST HAWAIIAN, INC.净利率更高（30.8% vs 14.4%，领先16.4%），过去两年FIRST HAWAIIAN, INC.的营收复合增速更高（3.8% 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。
第一夏威夷公司是总部位于夏威夷檀香山的银行控股企业，核心子公司第一夏威夷银行成立于1858年，是夏威夷历史最悠久、规模最大的金融机构，总部设在檀香山第一夏威夷中心。该行在夏威夷设有57家分支机构，关岛有3家，塞班岛有1家，为个人及商业客户提供存款、贷款、财富管理、保险、私人银行等多元金融服务。
ACLS vs FHB — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$220.3M
净利率更高
FHB
高出16.4%
14.4%
两年增速更快
FHB
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $220.3M |
| 净利润 | $34.3M | $67.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 30.8% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | 14.4% |
| 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ACLSFHB
| Q1 26 | — | $220.3M | ||
| Q4 25 | $238.3M | $225.9M | ||
| Q3 25 | $213.6M | $226.4M | ||
| Q2 25 | $194.5M | $217.5M | ||
| Q1 25 | $192.6M | $211.0M | ||
| Q4 24 | $252.4M | $188.1M | ||
| Q3 24 | $256.6M | $210.0M | ||
| Q2 24 | $256.5M | $204.6M |
净利润ACLSFHB
| Q1 26 | — | $67.8M | ||
| Q4 25 | $34.3M | $69.9M | ||
| Q3 25 | $26.0M | $73.8M | ||
| Q2 25 | $31.4M | $73.2M | ||
| Q1 25 | $28.6M | $59.2M | ||
| Q4 24 | $50.0M | $52.5M | ||
| Q3 24 | $48.6M | $61.5M | ||
| Q2 24 | $50.9M | $61.9M |
毛利率ACLSFHB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ACLSFHB
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 41.2% | ||
| Q3 25 | 11.7% | 42.5% | ||
| Q2 25 | 14.9% | 40.5% | ||
| Q1 25 | 15.1% | 36.5% | ||
| Q4 24 | 21.6% | 34.4% | ||
| Q3 24 | 18.3% | 36.4% | ||
| Q2 24 | 20.6% | 39.5% |
净利率ACLSFHB
| Q1 26 | — | 30.8% | ||
| Q4 25 | 14.4% | 31.0% | ||
| Q3 25 | 12.2% | 32.6% | ||
| Q2 25 | 16.1% | 33.7% | ||
| Q1 25 | 14.8% | 28.1% | ||
| Q4 24 | 19.8% | 27.9% | ||
| Q3 24 | 18.9% | 29.3% | ||
| Q2 24 | 19.8% | 30.3% |
每股收益（稀释后）ACLSFHB
| Q1 26 | — | $0.55 | ||
| Q4 25 | $1.11 | $0.56 | ||
| Q3 25 | $0.83 | $0.59 | ||
| Q2 25 | $0.98 | $0.58 | ||
| Q1 25 | $0.88 | $0.47 | ||
| Q4 24 | $1.54 | $0.41 | ||
| Q3 24 | $1.49 | $0.48 | ||
| Q2 24 | $1.55 | $0.48 |
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 | — | $0 |
| 股东权益账面价值 | $1.0B | $2.8B |
| 总资产 | $1.4B | $24.3B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ACLSFHB
| Q1 26 | — | — | ||
| 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 | — |
总债务ACLSFHB
| Q1 26 | — | $0 | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ACLSFHB
| Q1 26 | — | $2.8B | ||
| Q4 25 | $1.0B | $2.8B | ||
| Q3 25 | $1.0B | $2.7B | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | $1.0B | $2.6B | ||
| Q4 24 | $1.0B | $2.6B | ||
| Q3 24 | $975.6M | $2.6B | ||
| Q2 24 | $934.9M | $2.6B |
总资产ACLSFHB
| Q1 26 | — | $24.3B | ||
| Q4 25 | $1.4B | $24.0B | ||
| Q3 25 | $1.4B | $24.1B | ||
| Q2 25 | $1.3B | $23.8B | ||
| Q1 25 | $1.3B | $23.7B | ||
| Q4 24 | $1.3B | $23.8B | ||
| Q3 24 | $1.3B | $23.8B | ||
| Q2 24 | $1.3B | $24.0B |
负债/权益比ACLSFHB
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | — |
| 自由现金流率自由现金流/营收 | -3.7% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ACLSFHB
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $335.1M | ||
| Q3 25 | $45.4M | $57.1M | ||
| Q2 25 | $39.7M | $136.4M | ||
| Q1 25 | $39.8M | $36.7M | ||
| Q4 24 | $12.8M | $317.5M | ||
| Q3 24 | $45.7M | $58.9M | ||
| Q2 24 | $40.1M | $78.2M |
自由现金流ACLSFHB
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $303.3M | ||
| Q3 25 | $43.3M | $49.5M | ||
| Q2 25 | $37.7M | $125.2M | ||
| Q1 25 | $34.8M | $28.6M | ||
| Q4 24 | $8.1M | $288.7M | ||
| Q3 24 | $41.8M | $52.3M | ||
| Q2 24 | $38.1M | $72.2M |
自由现金流率ACLSFHB
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 134.3% | ||
| Q3 25 | 20.3% | 21.9% | ||
| Q2 25 | 19.4% | 57.5% | ||
| Q1 25 | 18.1% | 13.6% | ||
| Q4 24 | 3.2% | 153.5% | ||
| Q3 24 | 16.3% | 24.9% | ||
| Q2 24 | 14.8% | 35.3% |
资本支出强度ACLSFHB
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 14.1% | ||
| Q3 25 | 0.9% | 3.3% | ||
| Q2 25 | 1.0% | 5.2% | ||
| Q1 25 | 2.6% | 3.8% | ||
| Q4 24 | 1.8% | 15.3% | ||
| Q3 24 | 1.5% | 3.1% | ||
| Q2 24 | 0.8% | 2.9% |
现金转化率ACLSFHB
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 4.79× | ||
| Q3 25 | 1.75× | 0.77× | ||
| Q2 25 | 1.27× | 1.86× | ||
| Q1 25 | 1.39× | 0.62× | ||
| Q4 24 | 0.26× | 6.05× | ||
| Q3 24 | 0.94× | 0.96× | ||
| Q2 24 | 0.79× | 1.26× |
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% |
FHB
| Net Interest Income | $167.5M | 76% |
| Noninterest Income | $52.8M | 24% |
