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AXCELIS TECHNOLOGIES INC（ACLS）与Gaming & Leisure Properties, Inc.（GLPI）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.8倍（$420.0M vs $238.3M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 14.4%，领先42.6%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -5.6%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% 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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
ACLS vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.8倍
$238.3M
营收增速更快
GLPI
高出11.9%
-5.6%
净利率更高
GLPI
高出42.6%
14.4%
两年增速更快
GLPI
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $420.0M |
| 净利润 | $34.3M | $239.4M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 79.4% |
| 净利率 | 14.4% | 57.0% |
| 营收同比 | -5.6% | 6.3% |
| 净利润同比 | -31.3% | 40.5% |
| 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ACLSGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $238.3M | $407.0M | ||
| Q3 25 | $213.6M | $397.6M | ||
| Q2 25 | $194.5M | $394.9M | ||
| Q1 25 | $192.6M | $395.2M | ||
| Q4 24 | $252.4M | $389.6M | ||
| Q3 24 | $256.6M | $385.3M | ||
| Q2 24 | $256.5M | $380.6M |
净利润ACLSGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $34.3M | $275.4M | ||
| Q3 25 | $26.0M | $241.2M | ||
| Q2 25 | $31.4M | $151.4M | ||
| Q1 25 | $28.6M | $165.2M | ||
| Q4 24 | $50.0M | $223.6M | ||
| Q3 24 | $48.6M | $184.7M | ||
| Q2 24 | $50.9M | $208.3M |
毛利率ACLSGLPI
| 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ACLSGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 15.2% | 89.3% | ||
| Q3 25 | 11.7% | 84.8% | ||
| Q2 25 | 14.9% | 61.3% | ||
| Q1 25 | 15.1% | 65.5% | ||
| Q4 24 | 21.6% | 79.1% | ||
| Q3 24 | 18.3% | 70.4% | ||
| Q2 24 | 20.6% | 77.1% |
净利率ACLSGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 14.4% | 67.6% | ||
| Q3 25 | 12.2% | 60.7% | ||
| Q2 25 | 16.1% | 38.4% | ||
| Q1 25 | 14.8% | 41.8% | ||
| Q4 24 | 19.8% | 57.4% | ||
| Q3 24 | 18.9% | 47.9% | ||
| Q2 24 | 19.8% | 54.7% |
每股收益（稀释后）ACLSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $0.96 | ||
| Q3 25 | $0.83 | $0.85 | ||
| Q2 25 | $0.98 | $0.54 | ||
| Q1 25 | $0.88 | $0.60 | ||
| Q4 24 | $1.54 | $0.79 | ||
| Q3 24 | $1.49 | $0.67 | ||
| Q2 24 | $1.55 | $0.77 |
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 | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $5.0B |
| 总资产 | $1.4B | $13.8B |
| 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ACLSGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | $560.8M | ||
| Q3 24 | $579.4M | $560.8M | ||
| Q2 24 | $548.3M | $560.8M |
总债务ACLSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益ACLSGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.0B | $4.6B | ||
| Q3 25 | $1.0B | $4.6B | ||
| Q2 25 | $1.0B | $4.6B | ||
| Q1 25 | $1.0B | $4.2B | ||
| Q4 24 | $1.0B | $4.3B | ||
| Q3 24 | $975.6M | $4.3B | ||
| Q2 24 | $934.9M | $4.1B |
总资产ACLSGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.4B | $12.9B | ||
| Q3 25 | $1.4B | $12.8B | ||
| Q2 25 | $1.3B | $12.5B | ||
| Q1 25 | $1.3B | $12.1B | ||
| Q4 24 | $1.3B | $13.1B | ||
| Q3 24 | $1.3B | $12.7B | ||
| Q2 24 | $1.3B | $11.8B |
负债/权益比ACLSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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ACLSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $1.1B | ||
| Q3 25 | $45.4M | $240.3M | ||
| Q2 25 | $39.7M | $293.4M | ||
| Q1 25 | $39.8M | $252.5M | ||
| Q4 24 | $12.8M | $1.1B | ||
| Q3 24 | $45.7M | $270.4M | ||
| Q2 24 | $40.1M | $252.1M |
自由现金流ACLSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $183.0M | ||
| Q2 25 | $37.7M | $272.3M | ||
| Q1 25 | $34.8M | $239.6M | ||
| Q4 24 | $8.1M | $1.1B | ||
| Q3 24 | $41.8M | $261.5M | ||
| Q2 24 | $38.1M | $245.0M |
自由现金流率ACLSGLPI
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | 46.0% | ||
| Q2 25 | 19.4% | 69.0% | ||
| Q1 25 | 18.1% | 60.6% | ||
| Q4 24 | 3.2% | 275.3% | ||
| Q3 24 | 16.3% | 67.9% | ||
| Q2 24 | 14.8% | 64.4% |
资本支出强度ACLSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 14.4% | ||
| Q2 25 | 1.0% | 5.3% | ||
| Q1 25 | 2.6% | 3.3% | ||
| Q4 24 | 1.8% | 0.0% | ||
| Q3 24 | 1.5% | 2.3% | ||
| Q2 24 | 0.8% | 1.9% |
现金转化率ACLSGLPI
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 4.10× | ||
| Q3 25 | 1.75× | 1.00× | ||
| Q2 25 | 1.27× | 1.94× | ||
| Q1 25 | 1.39× | 1.53× | ||
| Q4 24 | 0.26× | 4.80× | ||
| Q3 24 | 0.94× | 1.46× | ||
| Q2 24 | 0.79× | 1.21× |
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% |
GLPI
暂无分部数据
