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AXCELIS TECHNOLOGIES INC（ACLS）与JFrog Ltd（FROG）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JFrog Ltd的1.6倍（$238.3M vs $145.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -10.5%，领先24.9%），JFrog Ltd同比增速更快（25.2% vs -5.6%），JFrog Ltd自由现金流更多（$49.9M vs $-8.9M），过去两年JFrog Ltd的营收复合增速更高（20.4% 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。
JFrog Ltd是全球知名的DevOps技术服务商，面向科技、金融、零售、制造等多个行业客户，提供全链路软件发布、制品管理与安全解决方案，助力企业简化云、本地及混合部署环境下的应用开发与交付流程。
ACLS vs FROG — 直观对比
营收规模更大
ACLS
是对方的1.6倍
$145.3M
营收增速更快
FROG
高出30.8%
-5.6%
净利率更高
ACLS
高出24.9%
-10.5%
自由现金流更多
FROG
多$58.8M
$-8.9M
两年增速更快
FROG
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $145.3M |
| 净利润 | $34.3M | $-15.2M |
| 毛利率 | 47.0% | 77.9% |
| 营业利润率 | 15.2% | -14.7% |
| 净利率 | 14.4% | -10.5% |
| 营收同比 | -5.6% | 25.2% |
| 净利润同比 | -31.3% | 34.4% |
| 每股收益（稀释后） | $1.11 | $-0.13 |
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ACLSFROG
| Q4 25 | $238.3M | $145.3M | ||
| Q3 25 | $213.6M | $136.9M | ||
| Q2 25 | $194.5M | $127.2M | ||
| Q1 25 | $192.6M | $122.4M | ||
| Q4 24 | $252.4M | $116.1M | ||
| Q3 24 | $256.6M | $109.1M | ||
| Q2 24 | $256.5M | $103.0M | ||
| Q1 24 | $252.4M | $100.3M |
净利润ACLSFROG
| Q4 25 | $34.3M | $-15.2M | ||
| Q3 25 | $26.0M | $-16.4M | ||
| Q2 25 | $31.4M | $-21.7M | ||
| Q1 25 | $28.6M | $-18.5M | ||
| Q4 24 | $50.0M | $-23.2M | ||
| Q3 24 | $48.6M | $-22.9M | ||
| Q2 24 | $50.9M | $-14.3M | ||
| Q1 24 | $51.6M | $-8.8M |
毛利率ACLSFROG
| Q4 25 | 47.0% | 77.9% | ||
| Q3 25 | 41.6% | 77.4% | ||
| Q2 25 | 44.9% | 76.3% | ||
| Q1 25 | 46.1% | 75.3% | ||
| Q4 24 | 46.0% | 75.4% | ||
| Q3 24 | 42.9% | 75.0% | ||
| Q2 24 | 43.8% | 78.8% | ||
| Q1 24 | 46.0% | 79.5% |
营业利润率ACLSFROG
| Q4 25 | 15.2% | -14.7% | ||
| Q3 25 | 11.7% | -15.8% | ||
| Q2 25 | 14.9% | -20.4% | ||
| Q1 25 | 15.1% | -18.8% | ||
| Q4 24 | 21.6% | -21.9% | ||
| Q3 24 | 18.3% | -27.4% | ||
| Q2 24 | 20.6% | -18.6% | ||
| Q1 24 | 22.4% | -16.6% |
净利率ACLSFROG
| Q4 25 | 14.4% | -10.5% | ||
| Q3 25 | 12.2% | -12.0% | ||
| Q2 25 | 16.1% | -17.0% | ||
| Q1 25 | 14.8% | -15.1% | ||
| Q4 24 | 19.8% | -20.0% | ||
| Q3 24 | 18.9% | -21.0% | ||
| Q2 24 | 19.8% | -13.9% | ||
| Q1 24 | 20.4% | -8.8% |
每股收益（稀释后）ACLSFROG
| Q4 25 | $1.11 | $-0.13 | ||
| Q3 25 | $0.83 | $-0.14 | ||
| Q2 25 | $0.98 | $-0.19 | ||
| Q1 25 | $0.88 | $-0.16 | ||
| Q4 24 | $1.54 | $-0.21 | ||
| Q3 24 | $1.49 | $-0.21 | ||
| Q2 24 | $1.55 | $-0.13 | ||
| Q1 24 | $1.57 | $-0.08 |
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 | $704.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $887.4M |
| 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ACLSFROG
| Q4 25 | $374.3M | $704.4M | ||
| Q3 25 | $449.6M | $651.1M | ||
| Q2 25 | $549.8M | $611.7M | ||
| Q1 25 | $587.1M | $563.5M | ||
| Q4 24 | $571.3M | $522.0M | ||
| Q3 24 | $579.4M | $467.8M | ||
| Q2 24 | $548.3M | $591.3M | ||
| Q1 24 | $530.2M | $579.6M |
股东权益ACLSFROG
| Q4 25 | $1.0B | $887.4M | ||
| Q3 25 | $1.0B | $859.4M | ||
| Q2 25 | $1.0B | $826.5M | ||
| Q1 25 | $1.0B | $800.0M | ||
| Q4 24 | $1.0B | $773.5M | ||
| Q3 24 | $975.6M | $756.2M | ||
| Q2 24 | $934.9M | $721.4M | ||
| Q1 24 | $901.7M | $707.8M |
总资产ACLSFROG
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.0B | ||
| Q1 24 | $1.3B | $997.1M |
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 | $50.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $49.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 34.3% |
| 资本支出强度资本支出/营收 | 1.0% | 0.6% |
| 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 | $142.3M |
8季度趋势，按日历期对齐
经营现金流ACLSFROG
| Q4 25 | $-6.6M | $50.7M | ||
| Q3 25 | $45.4M | $30.2M | ||
| Q2 25 | $39.7M | $36.1M | ||
| Q1 25 | $39.8M | $28.8M | ||
| Q4 24 | $12.8M | $49.1M | ||
| Q3 24 | $45.7M | $27.6M | ||
| Q2 24 | $40.1M | $16.7M | ||
| Q1 24 | $42.2M | $17.5M |
自由现金流ACLSFROG
| Q4 25 | $-8.9M | $49.9M | ||
| Q3 25 | $43.3M | $28.8M | ||
| Q2 25 | $37.7M | $35.5M | ||
| Q1 25 | $34.8M | $28.1M | ||
| Q4 24 | $8.1M | $48.5M | ||
| Q3 24 | $41.8M | $26.7M | ||
| Q2 24 | $38.1M | $16.0M | ||
| Q1 24 | $40.6M | $16.6M |
自由现金流率ACLSFROG
| Q4 25 | -3.7% | 34.3% | ||
| Q3 25 | 20.3% | 21.0% | ||
| Q2 25 | 19.4% | 27.9% | ||
| Q1 25 | 18.1% | 23.0% | ||
| Q4 24 | 3.2% | 41.8% | ||
| Q3 24 | 16.3% | 24.5% | ||
| Q2 24 | 14.8% | 15.5% | ||
| Q1 24 | 16.1% | 16.6% |
资本支出强度ACLSFROG
| Q4 25 | 1.0% | 0.6% | ||
| Q3 25 | 0.9% | 1.0% | ||
| Q2 25 | 1.0% | 0.5% | ||
| Q1 25 | 2.6% | 0.5% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 0.9% | ||
| Q2 24 | 0.8% | 0.7% | ||
| Q1 24 | 0.6% | 0.8% |
现金转化率ACLSFROG
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| 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% |
FROG
暂无分部数据
