vs
AXCELIS TECHNOLOGIES INC（ACLS）与FORMFACTOR INC（FORM）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FORMFACTOR INC的1.1倍（$238.3M vs $226.1M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 9.0%，领先5.4%），FORMFACTOR INC同比增速更快（32.0% vs -5.6%），FORMFACTOR INC自由现金流更多（$30.7M vs $-8.9M），过去两年FORMFACTOR INC的营收复合增速更高（7.0% 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。
FormFactor Inc.总部位于美国加利福尼亚州利弗莫尔，是集成电路测试测量技术领域的知名供应商，面向半导体行业客户提供各类专业产品，助力客户优化器件性能，提升芯片研发与生产环节的测试效率。
ACLS vs FORM — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$226.1M
营收增速更快
FORM
高出37.6%
-5.6%
净利率更高
ACLS
高出5.4%
9.0%
自由现金流更多
FORM
多$39.6M
$-8.9M
两年增速更快
FORM
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $226.1M |
| 净利润 | $34.3M | $20.4M |
| 毛利率 | 47.0% | 38.4% |
| 营业利润率 | 15.2% | 7.4% |
| 净利率 | 14.4% | 9.0% |
| 营收同比 | -5.6% | 32.0% |
| 净利润同比 | -31.3% | 218.5% |
| 每股收益（稀释后） | $1.11 | $0.26 |
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ACLSFORM
| Q1 26 | — | $226.1M | ||
| Q4 25 | $238.3M | $215.2M | ||
| Q3 25 | $213.6M | $202.7M | ||
| Q2 25 | $194.5M | $195.8M | ||
| Q1 25 | $192.6M | $171.4M | ||
| Q4 24 | $252.4M | $189.5M | ||
| Q3 24 | $256.6M | $207.9M | ||
| Q2 24 | $256.5M | $197.5M |
净利润ACLSFORM
| Q1 26 | — | $20.4M | ||
| Q4 25 | $34.3M | $23.2M | ||
| Q3 25 | $26.0M | $15.7M | ||
| Q2 25 | $31.4M | $9.1M | ||
| Q1 25 | $28.6M | $6.4M | ||
| Q4 24 | $50.0M | $9.7M | ||
| Q3 24 | $48.6M | $18.7M | ||
| Q2 24 | $50.9M | $19.4M |
毛利率ACLSFORM
| Q1 26 | — | 38.4% | ||
| Q4 25 | 47.0% | 42.2% | ||
| Q3 25 | 41.6% | 39.8% | ||
| Q2 25 | 44.9% | 37.3% | ||
| Q1 25 | 46.1% | 37.7% | ||
| Q4 24 | 46.0% | 38.8% | ||
| Q3 24 | 42.9% | 40.7% | ||
| Q2 24 | 43.8% | 44.0% |
营业利润率ACLSFORM
| Q1 26 | — | 7.4% | ||
| Q4 25 | 15.2% | 10.9% | ||
| Q3 25 | 11.7% | 8.9% | ||
| Q2 25 | 14.9% | 6.3% | ||
| Q1 25 | 15.1% | 1.9% | ||
| Q4 24 | 21.6% | 4.1% | ||
| Q3 24 | 18.3% | 8.6% | ||
| Q2 24 | 20.6% | 9.0% |
净利率ACLSFORM
| Q1 26 | — | 9.0% | ||
| Q4 25 | 14.4% | 10.8% | ||
| Q3 25 | 12.2% | 7.7% | ||
| Q2 25 | 16.1% | 4.6% | ||
| Q1 25 | 14.8% | 3.7% | ||
| Q4 24 | 19.8% | 5.1% | ||
| Q3 24 | 18.9% | 9.0% | ||
| Q2 24 | 19.8% | 9.8% |
每股收益（稀释后）ACLSFORM
| Q1 26 | — | $0.26 | ||
| Q4 25 | $1.11 | $0.29 | ||
| Q3 25 | $0.83 | $0.20 | ||
| Q2 25 | $0.98 | $0.12 | ||
| Q1 25 | $0.88 | $0.08 | ||
| Q4 24 | $1.54 | $0.12 | ||
| Q3 24 | $1.49 | $0.24 | ||
| Q2 24 | $1.55 | $0.25 |
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 | $123.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.1B |
| 总资产 | $1.4B | $1.3B |
| 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ACLSFORM
| Q1 26 | — | $123.5M | ||
| Q4 25 | $374.3M | $103.3M | ||
| Q3 25 | $449.6M | $266.0M | ||
| Q2 25 | $549.8M | $249.3M | ||
| Q1 25 | $587.1M | $299.0M | ||
| Q4 24 | $571.3M | $360.0M | ||
| Q3 24 | $579.4M | $354.5M | ||
| Q2 24 | $548.3M | $357.6M |
总债务ACLSFORM
| Q1 26 | — | — | ||
| Q4 25 | — | $12.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $13.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ACLSFORM
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.0B | $1.0B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.0B | $990.0M | ||
| Q1 25 | $1.0B | $965.9M | ||
| Q4 24 | $1.0B | $947.8M | ||
| Q3 24 | $975.6M | $955.0M | ||
| Q2 24 | $934.9M | $947.9M |
总资产ACLSFORM
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.2B |
负债/权益比ACLSFORM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.01× | ||
| 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 | $45.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $30.7M |
| 自由现金流率自由现金流/营收 | -3.7% | 13.6% |
| 资本支出强度资本支出/营收 | 1.0% | 6.7% |
| 现金转化率经营现金流/净利润 | -0.19× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $37.5M |
8季度趋势，按日历期对齐
经营现金流ACLSFORM
| Q1 26 | — | $45.0M | ||
| Q4 25 | $-6.6M | $46.0M | ||
| Q3 25 | $45.4M | $27.0M | ||
| Q2 25 | $39.7M | $18.9M | ||
| Q1 25 | $39.8M | $23.5M | ||
| Q4 24 | $12.8M | $35.9M | ||
| Q3 24 | $45.7M | $26.7M | ||
| Q2 24 | $40.1M | $21.9M |
自由现金流ACLSFORM
| Q1 26 | — | $30.7M | ||
| Q4 25 | $-8.9M | $34.7M | ||
| Q3 25 | $43.3M | $19.5M | ||
| Q2 25 | $37.7M | $-47.4M | ||
| Q1 25 | $34.8M | $5.0M | ||
| Q4 24 | $8.1M | $28.3M | ||
| Q3 24 | $41.8M | $17.8M | ||
| Q2 24 | $38.1M | $13.5M |
自由现金流率ACLSFORM
| Q1 26 | — | 13.6% | ||
| Q4 25 | -3.7% | 16.1% | ||
| Q3 25 | 20.3% | 9.6% | ||
| Q2 25 | 19.4% | -24.2% | ||
| Q1 25 | 18.1% | 2.9% | ||
| Q4 24 | 3.2% | 14.9% | ||
| Q3 24 | 16.3% | 8.6% | ||
| Q2 24 | 14.8% | 6.8% |
资本支出强度ACLSFORM
| Q1 26 | — | 6.7% | ||
| Q4 25 | 1.0% | 5.3% | ||
| Q3 25 | 0.9% | 3.7% | ||
| Q2 25 | 1.0% | 33.8% | ||
| Q1 25 | 2.6% | 10.8% | ||
| Q4 24 | 1.8% | 4.0% | ||
| Q3 24 | 1.5% | 4.3% | ||
| Q2 24 | 0.8% | 4.3% |
现金转化率ACLSFORM
| Q1 26 | — | 2.21× | ||
| Q4 25 | -0.19× | 1.98× | ||
| Q3 25 | 1.75× | 1.72× | ||
| Q2 25 | 1.27× | 2.08× | ||
| Q1 25 | 1.39× | 3.68× | ||
| Q4 24 | 0.26× | 3.70× | ||
| Q3 24 | 0.94× | 1.43× | ||
| Q2 24 | 0.79× | 1.13× |
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% |
FORM
暂无分部数据
