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AXCELIS TECHNOLOGIES INC（ACLS）与GLAUKOS Corp（GKOS）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GLAUKOS Corp的1.6倍（$238.3M vs $150.6M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 6.2%，领先8.2%），GLAUKOS Corp同比增速更快（41.2% vs -5.6%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% 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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
ACLS vs GKOS — 直观对比
营收规模更大
ACLS
是对方的1.6倍
$150.6M
营收增速更快
GKOS
高出46.7%
-5.6%
净利率更高
ACLS
高出8.2%
6.2%
两年增速更快
GKOS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $150.6M |
| 净利润 | $34.3M | $9.4M |
| 毛利率 | 47.0% | 77.9% |
| 营业利润率 | 15.2% | 9.0% |
| 净利率 | 14.4% | 6.2% |
| 营收同比 | -5.6% | 41.2% |
| 净利润同比 | -31.3% | — |
| 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ACLSGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $238.3M | $143.1M | ||
| Q3 25 | $213.6M | $133.5M | ||
| Q2 25 | $194.5M | $124.1M | ||
| Q1 25 | $192.6M | $106.7M | ||
| Q4 24 | $252.4M | $105.5M | ||
| Q3 24 | $256.6M | $96.7M | ||
| Q2 24 | $256.5M | $95.7M |
净利润ACLSGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $34.3M | $-133.7M | ||
| Q3 25 | $26.0M | $-16.2M | ||
| Q2 25 | $31.4M | $-19.7M | ||
| Q1 25 | $28.6M | $-18.1M | ||
| Q4 24 | $50.0M | $-33.6M | ||
| Q3 24 | $48.6M | $-21.4M | ||
| Q2 24 | $50.9M | $-50.5M |
毛利率ACLSGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 47.0% | -1.1% | ||
| Q3 25 | 41.6% | 78.4% | ||
| Q2 25 | 44.9% | 78.3% | ||
| Q1 25 | 46.1% | 77.2% | ||
| Q4 24 | 46.0% | 72.9% | ||
| Q3 24 | 42.9% | 76.6% | ||
| Q2 24 | 43.8% | 76.4% |
营业利润率ACLSGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 15.2% | -97.7% | ||
| Q3 25 | 11.7% | -12.3% | ||
| Q2 25 | 14.9% | -18.3% | ||
| Q1 25 | 15.1% | -19.4% | ||
| Q4 24 | 21.6% | -27.2% | ||
| Q3 24 | 18.3% | -25.5% | ||
| Q2 24 | 20.6% | -31.3% |
净利率ACLSGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 14.4% | -93.4% | ||
| Q3 25 | 12.2% | -12.2% | ||
| Q2 25 | 16.1% | -15.8% | ||
| Q1 25 | 14.8% | -17.0% | ||
| Q4 24 | 19.8% | -31.8% | ||
| Q3 24 | 18.9% | -22.1% | ||
| Q2 24 | 19.8% | -52.8% |
每股收益（稀释后）ACLSGKOS
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $-2.34 | ||
| Q3 25 | $0.83 | $-0.28 | ||
| Q2 25 | $0.98 | $-0.34 | ||
| Q1 25 | $0.88 | $-0.32 | ||
| Q4 24 | $1.54 | $-0.56 | ||
| Q3 24 | $1.49 | $-0.39 | ||
| Q2 24 | $1.55 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $670.9M |
| 总资产 | $1.4B | $893.3M |
| 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ACLSGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $374.3M | $90.8M | ||
| Q3 25 | $449.6M | $98.2M | ||
| Q2 25 | $549.8M | $100.8M | ||
| Q1 25 | $587.1M | $114.3M | ||
| Q4 24 | $571.3M | $169.6M | ||
| Q3 24 | $579.4M | $100.1M | ||
| Q2 24 | $548.3M | $68.1M |
股东权益ACLSGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $1.0B | $656.2M | ||
| Q3 25 | $1.0B | $769.5M | ||
| Q2 25 | $1.0B | $765.1M | ||
| Q1 25 | $1.0B | $764.0M | ||
| Q4 24 | $1.0B | $766.9M | ||
| Q3 24 | $975.6M | $668.5M | ||
| Q2 24 | $934.9M | $665.2M |
总资产ACLSGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $1.4B | $893.5M | ||
| Q3 25 | $1.4B | $999.4M | ||
| Q2 25 | $1.3B | $987.0M | ||
| Q1 25 | $1.3B | $966.2M | ||
| Q4 24 | $1.3B | $974.8M | ||
| Q3 24 | $1.3B | $926.5M | ||
| Q2 24 | $1.3B | $919.7M |
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ACLSGKOS
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $6.8M | ||
| Q3 25 | $45.4M | $-10.1M | ||
| Q2 25 | $39.7M | $7.0M | ||
| Q1 25 | $39.8M | $-18.5M | ||
| Q4 24 | $12.8M | $507.0K | ||
| Q3 24 | $45.7M | $-9.6M | ||
| Q2 24 | $40.1M | $-18.4M |
自由现金流ACLSGKOS
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $3.9M | ||
| Q3 25 | $43.3M | $-11.7M | ||
| Q2 25 | $37.7M | $5.8M | ||
| Q1 25 | $34.8M | $-20.5M | ||
| Q4 24 | $8.1M | $-1.2M | ||
| Q3 24 | $41.8M | $-11.0M | ||
| Q2 24 | $38.1M | $-20.5M |
自由现金流率ACLSGKOS
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 2.7% | ||
| Q3 25 | 20.3% | -8.8% | ||
| Q2 25 | 19.4% | 4.7% | ||
| Q1 25 | 18.1% | -19.2% | ||
| Q4 24 | 3.2% | -1.2% | ||
| Q3 24 | 16.3% | -11.4% | ||
| Q2 24 | 14.8% | -21.4% |
资本支出强度ACLSGKOS
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 2.0% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 2.6% | 1.8% | ||
| Q4 24 | 1.8% | 1.6% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 0.8% | 2.2% |
现金转化率ACLSGKOS
| 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× | — | ||
| 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% |
GKOS
暂无分部数据
