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AXCELIS TECHNOLOGIES INC（ACLS）与First Watch Restaurant Group, Inc.（FWRG）财务数据对比。点击上方公司名可切换其他公司
First Watch Restaurant Group, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.3倍（$316.4M vs $238.3M），First Watch Restaurant Group, Inc.同比增速更快（20.2% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-18.3M），过去两年First Watch Restaurant Group, Inc.的营收复合增速更高（14.2% 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。
该企业原信息存在公司混淆错误，实际First Watch Restaurant Group是美国餐饮集团，主打鲜制早餐、早午餐与午餐，在美国多个州运营自营与特许加盟餐厅，聚焦日间休闲餐饮市场，为消费者提供新鲜健康的美式餐食选择。
ACLS vs FWRG — 直观对比
营收规模更大
FWRG
是对方的1.3倍
$238.3M
营收增速更快
FWRG
高出25.7%
-5.6%
自由现金流更多
ACLS
多$9.4M
$-18.3M
两年增速更快
FWRG
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $316.4M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 2.9% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 20.2% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.24 |
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ACLSFWRG
| Q4 25 | $238.3M | $316.4M | ||
| Q3 25 | $213.6M | $316.0M | ||
| Q2 25 | $194.5M | $307.9M | ||
| Q1 25 | $192.6M | $282.2M | ||
| Q4 24 | $252.4M | $263.3M | ||
| Q3 24 | $256.6M | $251.6M | ||
| Q2 24 | $256.5M | $258.6M | ||
| Q1 24 | $252.4M | $242.4M |
净利润ACLSFWRG
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $3.0M | ||
| Q2 25 | $31.4M | $2.1M | ||
| Q1 25 | $28.6M | $-829.0K | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $2.1M | ||
| Q2 24 | $50.9M | $8.9M | ||
| Q1 24 | $51.6M | $7.2M |
毛利率ACLSFWRG
| 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% | — | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSFWRG
| Q4 25 | 15.2% | 2.9% | ||
| Q3 25 | 11.7% | 3.2% | ||
| Q2 25 | 14.9% | 2.4% | ||
| Q1 25 | 15.1% | 0.4% | ||
| Q4 24 | 21.6% | 1.5% | ||
| Q3 24 | 18.3% | 2.5% | ||
| Q2 24 | 20.6% | 6.4% | ||
| Q1 24 | 22.4% | 5.1% |
净利率ACLSFWRG
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 0.9% | ||
| Q2 25 | 16.1% | 0.7% | ||
| Q1 25 | 14.8% | -0.3% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 0.8% | ||
| Q2 24 | 19.8% | 3.4% | ||
| Q1 24 | 20.4% | 3.0% |
每股收益（稀释后）ACLSFWRG
| Q4 25 | $1.11 | $0.24 | ||
| Q3 25 | $0.83 | $0.05 | ||
| Q2 25 | $0.98 | $0.03 | ||
| Q1 25 | $0.88 | $-0.01 | ||
| Q4 24 | $1.54 | $0.01 | ||
| Q3 24 | $1.49 | $0.03 | ||
| Q2 24 | $1.55 | $0.14 | ||
| Q1 24 | $1.57 | $0.12 |
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 | $21.2M |
| 总债务越低越好 | — | $269.1M |
| 股东权益账面价值 | $1.0B | $626.3M |
| 总资产 | $1.4B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资ACLSFWRG
| Q4 25 | $374.3M | $21.2M | ||
| Q3 25 | $449.6M | $20.7M | ||
| Q2 25 | $549.8M | $19.2M | ||
| Q1 25 | $587.1M | $18.6M | ||
| Q4 24 | $571.3M | $33.3M | ||
| Q3 24 | $579.4M | $51.1M | ||
| Q2 24 | $548.3M | $45.1M | ||
| Q1 24 | $530.2M | $43.2M |
总债务ACLSFWRG
| Q4 25 | — | $269.1M | ||
| Q3 25 | — | $251.0M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $191.5M | ||
| Q4 24 | — | $189.0M | ||
| Q3 24 | — | $189.7M | ||
| Q2 24 | — | $192.1M | ||
| Q1 24 | — | $122.7M |
股东权益ACLSFWRG
| Q4 25 | $1.0B | $626.3M | ||
| Q3 25 | $1.0B | $607.3M | ||
| Q2 25 | $1.0B | $601.3M | ||
| Q1 25 | $1.0B | $596.3M | ||
| Q4 24 | $1.0B | $595.4M | ||
| Q3 24 | $975.6M | $589.1M | ||
| Q2 24 | $934.9M | $585.8M | ||
| Q1 24 | $901.7M | $574.4M |
总资产ACLSFWRG
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.3B | $1.3B |
负债/权益比ACLSFWRG
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.32× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.21× |
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 | $18.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-18.3M |
| 自由现金流率自由现金流/营收 | -3.7% | -5.8% |
| 资本支出强度资本支出/营收 | 1.0% | 11.6% |
| 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 | $-31.0M |
8季度趋势，按日历期对齐
经营现金流ACLSFWRG
| Q4 25 | $-6.6M | $18.5M | ||
| Q3 25 | $45.4M | $47.9M | ||
| Q2 25 | $39.7M | $39.4M | ||
| Q1 25 | $39.8M | $20.1M | ||
| Q4 24 | $12.8M | $22.9M | ||
| Q3 24 | $45.7M | $35.9M | ||
| Q2 24 | $40.1M | $31.9M | ||
| Q1 24 | $42.2M | $25.0M |
自由现金流ACLSFWRG
| Q4 25 | $-8.9M | $-18.3M | ||
| Q3 25 | $43.3M | $5.5M | ||
| Q2 25 | $37.7M | $-1.7M | ||
| Q1 25 | $34.8M | $-16.4M | ||
| Q4 24 | $8.1M | $-17.7M | ||
| Q3 24 | $41.8M | $6.8M | ||
| Q2 24 | $38.1M | $2.3M | ||
| Q1 24 | $40.6M | $-3.6M |
自由现金流率ACLSFWRG
| Q4 25 | -3.7% | -5.8% | ||
| Q3 25 | 20.3% | 1.7% | ||
| Q2 25 | 19.4% | -0.5% | ||
| Q1 25 | 18.1% | -5.8% | ||
| Q4 24 | 3.2% | -6.7% | ||
| Q3 24 | 16.3% | 2.7% | ||
| Q2 24 | 14.8% | 0.9% | ||
| Q1 24 | 16.1% | -1.5% |
资本支出强度ACLSFWRG
| Q4 25 | 1.0% | 11.6% | ||
| Q3 25 | 0.9% | 13.4% | ||
| Q2 25 | 1.0% | 13.4% | ||
| Q1 25 | 2.6% | 13.0% | ||
| Q4 24 | 1.8% | 15.4% | ||
| Q3 24 | 1.5% | 11.6% | ||
| Q2 24 | 0.8% | 11.5% | ||
| Q1 24 | 0.6% | 11.8% |
现金转化率ACLSFWRG
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 16.01× | ||
| Q2 25 | 1.27× | 18.72× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 16.98× | ||
| Q2 24 | 0.79× | 3.59× | ||
| Q1 24 | 0.82× | 3.46× |
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% |
FWRG
| In Restaurant Dining Sales | $254.1M | 80% |
| Third Party Delivery Sales | $38.6M | 12% |
| Take Out Sales | $21.3M | 7% |
| Royalty And System Fund Contributions | $2.3M | 1% |
