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AXCELIS TECHNOLOGIES INC（ACLS）与六旗（FUN）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是六旗的1.1倍（$238.3M vs $225.6M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -119.0%，领先133.4%），六旗同比增速更快（11.7% vs -5.6%）
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。
六旗娱乐是总部位于美国北卡罗来纳州夏洛特的游乐园运营企业，由雪松会与原六旗公司于2024年7月1日对等合并而成，是全球最大的区域性游乐园运营商。旗下共运营42个场地，包含27座游乐园、15座水上乐园，配套9处 onsite 度假物业。
ACLS vs FUN — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$225.6M
营收增速更快
FUN
高出17.2%
-5.6%
净利率更高
ACLS
高出133.4%
-119.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $225.6M |
| 净利润 | $34.3M | $-268.6M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | -119.0% |
| 营收同比 | -5.6% | 11.7% |
| 净利润同比 | -31.3% | -22.2% |
| 每股收益（稀释后） | $1.11 | — |
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ACLSFUN
| Q1 26 | — | $225.6M | ||
| Q4 25 | $238.3M | $650.1M | ||
| Q3 25 | $213.6M | $1.3B | ||
| Q2 25 | $194.5M | $930.4M | ||
| Q1 25 | $192.6M | $202.1M | ||
| Q4 24 | $252.4M | — | ||
| Q3 24 | $256.6M | $1.3B | ||
| Q2 24 | $256.5M | $571.6M |
净利润ACLSFUN
| Q1 26 | — | $-268.6M | ||
| Q4 25 | $34.3M | $-92.4M | ||
| Q3 25 | $26.0M | $-1.2B | ||
| Q2 25 | $31.4M | $-99.6M | ||
| Q1 25 | $28.6M | $-219.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $111.0M | ||
| Q2 24 | $50.9M | $55.6M |
毛利率ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 91.4% | ||
| Q3 25 | 41.6% | 91.6% | ||
| Q2 25 | 44.9% | 91.3% | ||
| Q1 25 | 46.1% | 89.3% | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | 91.9% | ||
| Q2 24 | 43.8% | 90.7% |
营业利润率ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | -3.8% | ||
| Q3 25 | 11.7% | -83.7% | ||
| Q2 25 | 14.9% | 8.0% | ||
| Q1 25 | 15.1% | -158.9% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | 19.5% | ||
| Q2 24 | 20.6% | 21.6% |
净利率ACLSFUN
| Q1 26 | — | -119.0% | ||
| Q4 25 | 14.4% | -14.2% | ||
| Q3 25 | 12.2% | -90.1% | ||
| Q2 25 | 16.1% | -10.7% | ||
| Q1 25 | 14.8% | -108.7% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 8.2% | ||
| Q2 24 | 19.8% | 9.7% |
每股收益（稀释后）ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $-0.93 | ||
| Q3 25 | $0.83 | $-11.77 | ||
| Q2 25 | $0.98 | $-0.99 | ||
| Q1 25 | $0.88 | $-2.20 | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | $1.10 | ||
| Q2 24 | $1.55 | — |
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 | $116.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $279.2M |
| 总资产 | $1.4B | $7.7B |
| 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ACLSFUN
| Q1 26 | — | $116.5M | ||
| Q4 25 | $374.3M | $91.1M | ||
| Q3 25 | $449.6M | $70.7M | ||
| Q2 25 | $549.8M | $107.4M | ||
| Q1 25 | $587.1M | $61.5M | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | $89.7M | ||
| Q2 24 | $548.3M | $52.9M |
总债务ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $2.3B |
股东权益ACLSFUN
| Q1 26 | — | $279.2M | ||
| Q4 25 | $1.0B | $549.8M | ||
| Q3 25 | $1.0B | $614.3M | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $975.6M | $2.3B | ||
| Q2 24 | $934.9M | — |
总资产ACLSFUN
| Q1 26 | — | $7.7B | ||
| Q4 25 | $1.4B | $7.8B | ||
| Q3 25 | $1.4B | $7.9B | ||
| Q2 25 | $1.3B | $9.5B | ||
| Q1 25 | $1.3B | $9.2B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $9.4B | ||
| Q2 24 | $1.3B | $2.3B |
负债/权益比ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | — | 9.40× | ||
| Q3 25 | — | 8.16× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.95× | ||
| 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ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $-37.7M | ||
| Q3 25 | $45.4M | $356.2M | ||
| Q2 25 | $39.7M | $187.0M | ||
| Q1 25 | $39.8M | $-178.0M | ||
| Q4 24 | $12.8M | — | ||
| Q3 24 | $45.7M | $337.4M | ||
| Q2 24 | $40.1M | — |
自由现金流ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $-109.3M | ||
| Q3 25 | $43.3M | $256.2M | ||
| Q2 25 | $37.7M | $18.8M | ||
| Q1 25 | $34.8M | $-318.0M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $227.7M | ||
| Q2 24 | $38.1M | — |
自由现金流率ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | -16.8% | ||
| Q3 25 | 20.3% | 19.4% | ||
| Q2 25 | 19.4% | 2.0% | ||
| Q1 25 | 18.1% | -157.4% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | 16.9% | ||
| Q2 24 | 14.8% | — |
资本支出强度ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 11.0% | ||
| Q3 25 | 0.9% | 7.6% | ||
| Q2 25 | 1.0% | 18.1% | ||
| Q1 25 | 2.6% | 69.3% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 8.1% | ||
| Q2 24 | 0.8% | — |
现金转化率ACLSFUN
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 3.04× | ||
| Q2 24 | 0.79× | — |
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% |
FUN
| In-park admissions revenues | $113.4M | 50% |
| In-park product revenues | $89.0M | 39% |
| Out-of-park revenues | $28.8M | 13% |
