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AXCELIS TECHNOLOGIES INC（ACLS）与FIRST INDUSTRIAL REALTY TRUST INC（FR）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 INDUSTRIAL REALTY TRUST INC的1.2倍（$238.3M vs $194.8M），FIRST INDUSTRIAL REALTY TRUST INC净利率更高（75.9% vs 14.4%，领先61.5%），FIRST INDUSTRIAL REALTY TRUST INC同比增速更快（10.0% vs -5.6%），过去两年FIRST INDUSTRIAL REALTY TRUST INC的营收复合增速更高（8.9% 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。
该企业是一家房地产投资信托机构，主要投资华盛顿大都会区郊区的工业地产与商务园区类资产，拥有成熟的不动产投资运营经验，于2017年被政府物业收入信托正式收购。
ACLS vs FR — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$194.8M
营收增速更快
FR
高出15.6%
-5.6%
净利率更高
FR
高出61.5%
14.4%
两年增速更快
FR
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $194.8M |
| 净利润 | $34.3M | $147.9M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 75.9% |
| 营收同比 | -5.6% | 10.0% |
| 净利润同比 | -31.3% | 179.7% |
| 每股收益（稀释后） | $1.11 | $1.08 |
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ACLSFR
| Q1 26 | — | $194.8M | ||
| Q4 25 | $238.3M | $188.4M | ||
| Q3 25 | $213.6M | $181.4M | ||
| Q2 25 | $194.5M | $180.2M | ||
| Q1 25 | $192.6M | $177.1M | ||
| Q4 24 | $252.4M | $175.6M | ||
| Q3 24 | $256.6M | $167.6M | ||
| Q2 24 | $256.5M | $164.1M |
净利润ACLSFR
| Q1 26 | — | $147.9M | ||
| Q4 25 | $34.3M | $78.8M | ||
| Q3 25 | $26.0M | $65.3M | ||
| Q2 25 | $31.4M | $55.2M | ||
| Q1 25 | $28.6M | $48.1M | ||
| Q4 24 | $50.0M | $68.4M | ||
| Q3 24 | $48.6M | $99.4M | ||
| Q2 24 | $50.9M | $51.3M |
毛利率ACLSFR
| 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ACLSFR
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 34.6% | ||
| Q3 25 | 11.7% | 37.0% | ||
| Q2 25 | 14.9% | 31.7% | ||
| Q1 25 | 15.1% | 31.2% | ||
| Q4 24 | 21.6% | 40.1% | ||
| Q3 24 | 18.3% | 62.6% | ||
| Q2 24 | 20.6% | 31.8% |
净利率ACLSFR
| Q1 26 | — | 75.9% | ||
| Q4 25 | 14.4% | 41.8% | ||
| Q3 25 | 12.2% | 36.0% | ||
| Q2 25 | 16.1% | 30.6% | ||
| Q1 25 | 14.8% | 27.2% | ||
| Q4 24 | 19.8% | 39.0% | ||
| Q3 24 | 18.9% | 59.3% | ||
| Q2 24 | 19.8% | 31.3% |
每股收益（稀释后）ACLSFR
| Q1 26 | — | $1.08 | ||
| Q4 25 | $1.11 | $0.60 | ||
| Q3 25 | $0.83 | $0.49 | ||
| Q2 25 | $0.98 | $0.42 | ||
| Q1 25 | $0.88 | $0.36 | ||
| Q4 24 | $1.54 | $0.51 | ||
| Q3 24 | $1.49 | $0.75 | ||
| Q2 24 | $1.55 | $0.39 |
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 | — | — |
| 股东权益账面价值 | $1.0B | $2.9B |
| 总资产 | $1.4B | $5.8B |
| 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ACLSFR
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | $78.0M | ||
| Q3 25 | $449.6M | $33.5M | ||
| Q2 25 | $549.8M | $34.9M | ||
| Q1 25 | $587.1M | $35.7M | ||
| Q4 24 | $571.3M | $44.5M | ||
| Q3 24 | $579.4M | $47.1M | ||
| Q2 24 | $548.3M | $38.5M |
股东权益ACLSFR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.0B | $2.7B | ||
| Q3 25 | $1.0B | $2.7B | ||
| Q2 25 | $1.0B | $2.6B | ||
| Q1 25 | $1.0B | $2.7B | ||
| Q4 24 | $1.0B | $2.7B | ||
| Q3 24 | $975.6M | $2.6B | ||
| Q2 24 | $934.9M | $2.6B |
总资产ACLSFR
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.4B | $5.7B | ||
| Q3 25 | $1.4B | $5.5B | ||
| Q2 25 | $1.3B | $5.5B | ||
| Q1 25 | $1.3B | $5.4B | ||
| Q4 24 | $1.3B | $5.3B | ||
| Q3 24 | $1.3B | $5.2B | ||
| Q2 24 | $1.3B | $5.2B |
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ACLSFR
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $461.3M | ||
| Q3 25 | $45.4M | $124.6M | ||
| Q2 25 | $39.7M | $126.1M | ||
| Q1 25 | $39.8M | $88.6M | ||
| Q4 24 | $12.8M | $352.5M | ||
| Q3 24 | $45.7M | $105.5M | ||
| Q2 24 | $40.1M | $107.7M |
自由现金流ACLSFR
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — |
自由现金流率ACLSFR
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度ACLSFR
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ACLSFR
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 5.85× | ||
| Q3 25 | 1.75× | 1.91× | ||
| Q2 25 | 1.27× | 2.28× | ||
| Q1 25 | 1.39× | 1.84× | ||
| Q4 24 | 0.26× | 5.15× | ||
| Q3 24 | 0.94× | 1.06× | ||
| Q2 24 | 0.79× | 2.10× |
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% |
FR
暂无分部数据
