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AXCELIS TECHNOLOGIES INC（ACLS）与GULFPORT ENERGY CORP（GPOR）财务数据对比。点击上方公司名可切换其他公司
GULFPORT ENERGY CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.7倍（$398.2M vs $238.3M），GULFPORT ENERGY CORP净利率更高（33.3% vs 14.4%，领先18.9%），GULFPORT ENERGY CORP同比增速更快（66.0% vs -5.6%），过去两年GULFPORT ENERGY CORP的营收复合增速更高（18.6% 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。
Gulfport Energy Corp是一家总部位于美国的独立油气勘探生产企业，核心运营区域覆盖俄亥俄州尤蒂卡页岩区、俄克拉荷马州SCOOP产区，主要生产天然气、原油及天然气液，供应北美工业、公用事业及商业终端市场。
ACLS vs GPOR — 直观对比
营收规模更大
GPOR
是对方的1.7倍
$238.3M
营收增速更快
GPOR
高出71.6%
-5.6%
净利率更高
GPOR
高出18.9%
14.4%
两年增速更快
GPOR
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $398.2M |
| 净利润 | $34.3M | $132.4M |
| 毛利率 | 47.0% | 76.6% |
| 营业利润率 | 15.2% | 44.9% |
| 净利率 | 14.4% | 33.3% |
| 营收同比 | -5.6% | 66.0% |
| 净利润同比 | -31.3% | 148.5% |
| 每股收益（稀释后） | $1.11 | $7.98 |
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ACLSGPOR
| Q4 25 | $238.3M | $398.2M | ||
| Q3 25 | $213.6M | $379.7M | ||
| Q2 25 | $194.5M | $447.6M | ||
| Q1 25 | $192.6M | $197.0M | ||
| Q4 24 | $252.4M | $239.9M | ||
| Q3 24 | $256.6M | $253.9M | ||
| Q2 24 | $256.5M | $181.1M | ||
| Q1 24 | $252.4M | $283.2M |
净利润ACLSGPOR
| Q4 25 | $34.3M | $132.4M | ||
| Q3 25 | $26.0M | $111.4M | ||
| Q2 25 | $31.4M | $184.5M | ||
| Q1 25 | $28.6M | $-464.0K | ||
| Q4 24 | $50.0M | $-273.2M | ||
| Q3 24 | $48.6M | $-14.0M | ||
| Q2 24 | $50.9M | $-26.2M | ||
| Q1 24 | $51.6M | $52.0M |
毛利率ACLSGPOR
| Q4 25 | 47.0% | 76.6% | ||
| Q3 25 | 41.6% | 74.6% | ||
| Q2 25 | 44.9% | 80.7% | ||
| Q1 25 | 46.1% | 57.9% | ||
| Q4 24 | 46.0% | 63.2% | ||
| Q3 24 | 42.9% | 64.6% | ||
| Q2 24 | 43.8% | 52.2% | ||
| Q1 24 | 46.0% | 69.4% |
营业利润率ACLSGPOR
| Q4 25 | 15.2% | 44.9% | ||
| Q3 25 | 11.7% | 41.9% | ||
| Q2 25 | 14.9% | 56.0% | ||
| Q1 25 | 15.1% | 6.1% | ||
| Q4 24 | 21.6% | -131.3% | ||
| Q3 24 | 18.3% | 5.7% | ||
| Q2 24 | 20.6% | -10.0% | ||
| Q1 24 | 22.4% | 28.9% |
净利率ACLSGPOR
| Q4 25 | 14.4% | 33.3% | ||
| Q3 25 | 12.2% | 29.3% | ||
| Q2 25 | 16.1% | 41.2% | ||
| Q1 25 | 14.8% | -0.2% | ||
| Q4 24 | 19.8% | -113.9% | ||
| Q3 24 | 18.9% | -5.5% | ||
| Q2 24 | 19.8% | -14.5% | ||
| Q1 24 | 20.4% | 18.4% |
每股收益（稀释后）ACLSGPOR
| Q4 25 | $1.11 | $7.98 | ||
| Q3 25 | $0.83 | $4.45 | ||
| Q2 25 | $0.98 | $9.12 | ||
| Q1 25 | $0.88 | $-0.07 | ||
| Q4 24 | $1.54 | $-14.72 | ||
| Q3 24 | $1.49 | $-0.83 | ||
| Q2 24 | $1.55 | $-1.51 | ||
| Q1 24 | $1.57 | $2.34 |
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 | $1.8M |
| 总债务越低越好 | — | $788.2M |
| 股东权益账面价值 | $1.0B | $1.8B |
| 总资产 | $1.4B | $3.0B |
| 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ACLSGPOR
| Q4 25 | $374.3M | $1.8M | ||
| Q3 25 | $449.6M | $3.4M | ||
| Q2 25 | $549.8M | $3.8M | ||
| Q1 25 | $587.1M | $5.3M | ||
| Q4 24 | $571.3M | $1.5M | ||
| Q3 24 | $579.4M | $3.2M | ||
| Q2 24 | $548.3M | $1.2M | ||
| Q1 24 | $530.2M | $8.2M |
总债务ACLSGPOR
| Q4 25 | — | $788.2M | ||
| Q3 25 | — | $691.7M | ||
| Q2 25 | — | $695.2M | ||
| Q1 25 | — | $700.4M | ||
| Q4 24 | — | $702.9M | ||
| Q3 24 | — | $694.4M | ||
| Q2 24 | — | $679.5M | ||
| Q1 24 | — | $636.4M |
股东权益ACLSGPOR
| Q4 25 | $1.0B | $1.8B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $975.6M | $2.1B | ||
| Q2 24 | $934.9M | $2.1B | ||
| Q1 24 | $901.7M | $2.2B |
总资产ACLSGPOR
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $1.3B | $3.0B | ||
| Q1 25 | $1.3B | $2.9B | ||
| Q4 24 | $1.3B | $2.9B | ||
| Q3 24 | $1.3B | $3.2B | ||
| Q2 24 | $1.3B | $3.2B | ||
| Q1 24 | $1.3B | $3.3B |
负债/权益比ACLSGPOR
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.38× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | 0.34× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.29× |
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 | $185.4M |
| 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× | 1.40× |
| 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ACLSGPOR
| Q4 25 | $-6.6M | $185.4M | ||
| Q3 25 | $45.4M | $209.1M | ||
| Q2 25 | $39.7M | $231.4M | ||
| Q1 25 | $39.8M | $177.3M | ||
| Q4 24 | $12.8M | $148.8M | ||
| Q3 24 | $45.7M | $189.7M | ||
| Q2 24 | $40.1M | $123.5M | ||
| Q1 24 | $42.2M | $188.0M |
自由现金流ACLSGPOR
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSGPOR
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSGPOR
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSGPOR
| Q4 25 | -0.19× | 1.40× | ||
| Q3 25 | 1.75× | 1.88× | ||
| Q2 25 | 1.27× | 1.25× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | 3.61× |
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% |
GPOR
| Natural Gas Production | $296.9M | 75% |
| Other | $42.7M | 11% |
| Naturalgasliquidsales | $35.2M | 9% |
| Oil And Condensate | $23.4M | 6% |
