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AXCELIS TECHNOLOGIES INC（ACLS）与AMICUS THERAPEUTICS, INC.（FOLD）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AMICUS THERAPEUTICS, INC.的1.3倍（$238.3M vs $185.2M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 0.9%，领先13.5%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -5.6%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-8.9M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% 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。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
ACLS vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $185.2M |
| 净利润 | $34.3M | $1.7M |
| 毛利率 | 47.0% | 85.7% |
| 营业利润率 | 15.2% | 8.6% |
| 净利率 | 14.4% | 0.9% |
| 营收同比 | -5.6% | 23.7% |
| 净利润同比 | -31.3% | -88.5% |
| 每股收益（稀释后） | $1.11 | $0.00 |
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
| Q4 25 | $238.3M | $185.2M | ||
| Q3 25 | $213.6M | $169.1M | ||
| Q2 25 | $194.5M | $154.7M | ||
| Q1 25 | $192.6M | $125.2M | ||
| Q4 24 | $252.4M | $149.7M | ||
| Q3 24 | $256.6M | $141.5M | ||
| Q2 24 | $256.5M | $126.7M | ||
| Q1 24 | $252.4M | $110.4M |
| Q4 25 | $34.3M | $1.7M | ||
| Q3 25 | $26.0M | $17.3M | ||
| Q2 25 | $31.4M | $-24.4M | ||
| Q1 25 | $28.6M | $-21.7M | ||
| Q4 24 | $50.0M | $14.7M | ||
| Q3 24 | $48.6M | $-6.7M | ||
| Q2 24 | $50.9M | $-15.7M | ||
| Q1 24 | $51.6M | $-48.4M |
| Q4 25 | 47.0% | 85.7% | ||
| Q3 25 | 41.6% | 88.5% | ||
| Q2 25 | 44.9% | 90.2% | ||
| Q1 25 | 46.1% | 90.7% | ||
| Q4 24 | 46.0% | 90.1% | ||
| Q3 24 | 42.9% | 90.6% | ||
| Q2 24 | 43.8% | 91.1% | ||
| Q1 24 | 46.0% | 87.7% |
| Q4 25 | 15.2% | 8.6% | ||
| Q3 25 | 11.7% | 20.3% | ||
| Q2 25 | 14.9% | -6.1% | ||
| Q1 25 | 15.1% | -6.3% | ||
| Q4 24 | 21.6% | 10.7% | ||
| Q3 24 | 18.3% | 15.3% | ||
| Q2 24 | 20.6% | 11.8% | ||
| Q1 24 | 22.4% | -25.1% |
| Q4 25 | 14.4% | 0.9% | ||
| Q3 25 | 12.2% | 10.2% | ||
| Q2 25 | 16.1% | -15.8% | ||
| Q1 25 | 14.8% | -17.3% | ||
| Q4 24 | 19.8% | 9.8% | ||
| Q3 24 | 18.9% | -4.8% | ||
| Q2 24 | 19.8% | -12.4% | ||
| Q1 24 | 20.4% | -43.9% |
| Q4 25 | $1.11 | $0.00 | ||
| Q3 25 | $0.83 | $0.06 | ||
| Q2 25 | $0.98 | $-0.08 | ||
| Q1 25 | $0.88 | $-0.07 | ||
| Q4 24 | $1.54 | $0.05 | ||
| Q3 24 | $1.49 | $-0.02 | ||
| Q2 24 | $1.55 | $-0.05 | ||
| Q1 24 | $1.57 | $-0.16 |
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 | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | $1.0B | $274.2M |
| 总资产 | $1.4B | $949.9M |
| 负债/权益比越低杠杆越低 | — | 1.43× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $293.5M | ||
| Q3 25 | $449.6M | $263.8M | ||
| Q2 25 | $549.8M | $231.0M | ||
| Q1 25 | $587.1M | $250.6M | ||
| Q4 24 | $571.3M | $249.9M | ||
| Q3 24 | $579.4M | $249.8M | ||
| Q2 24 | $548.3M | $260.1M | ||
| Q1 24 | $530.2M | $239.6M |
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $1.0B | $274.2M | ||
| Q3 25 | $1.0B | $230.4M | ||
| Q2 25 | $1.0B | $204.3M | ||
| Q1 25 | $1.0B | $193.6M | ||
| Q4 24 | $1.0B | $194.0M | ||
| Q3 24 | $975.6M | $178.8M | ||
| Q2 24 | $934.9M | $132.5M | ||
| Q1 24 | $901.7M | $130.7M |
| Q4 25 | $1.4B | $949.9M | ||
| Q3 25 | $1.4B | $868.8M | ||
| Q2 25 | $1.3B | $815.3M | ||
| Q1 25 | $1.3B | $789.8M | ||
| Q4 24 | $1.3B | $785.0M | ||
| Q3 24 | $1.3B | $786.6M | ||
| Q2 24 | $1.3B | $749.5M | ||
| Q1 24 | $1.3B | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $16.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 8.6% |
| 资本支出强度资本支出/营收 | 1.0% | 0.2% |
| 现金转化率经营现金流/净利润 | -0.19× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $16.3M | ||
| Q3 25 | $45.4M | $35.7M | ||
| Q2 25 | $39.7M | $-26.5M | ||
| Q1 25 | $39.8M | $7.8M | ||
| Q4 24 | $12.8M | $-3.9M | ||
| Q3 24 | $45.7M | $-23.0M | ||
| Q2 24 | $40.1M | $22.7M | ||
| Q1 24 | $42.2M | $-29.7M |
| Q4 25 | $-8.9M | $16.0M | ||
| Q3 25 | $43.3M | $35.3M | ||
| Q2 25 | $37.7M | $-28.9M | ||
| Q1 25 | $34.8M | $7.5M | ||
| Q4 24 | $8.1M | $-4.2M | ||
| Q3 24 | $41.8M | $-23.3M | ||
| Q2 24 | $38.1M | $21.6M | ||
| Q1 24 | $40.6M | $-31.5M |
| Q4 25 | -3.7% | 8.6% | ||
| Q3 25 | 20.3% | 20.9% | ||
| Q2 25 | 19.4% | -18.7% | ||
| Q1 25 | 18.1% | 6.0% | ||
| Q4 24 | 3.2% | -2.8% | ||
| Q3 24 | 16.3% | -16.5% | ||
| Q2 24 | 14.8% | 17.0% | ||
| Q1 24 | 16.1% | -28.5% |
| Q4 25 | 1.0% | 0.2% | ||
| Q3 25 | 0.9% | 0.2% | ||
| Q2 25 | 1.0% | 1.6% | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 1.8% | 0.2% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 0.8% | 0.9% | ||
| Q1 24 | 0.6% | 1.6% |
| Q4 25 | -0.19× | 9.62× | ||
| Q3 25 | 1.75× | 2.06× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | -0.27× | ||
| 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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
