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AXCELIS TECHNOLOGIES INC（ACLS）与null（GPRO）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null的1.2倍（$238.3M vs $201.7M），null同比增速更快（0.4% vs -5.6%），null自由现金流更多（$15.0M vs $-8.9M），过去两年null的营收复合增速更高（13.9% 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。
GoPro, Inc.是2002年由尼克·伍德曼创立的美国科技企业，最初注册名为伍德曼实验室，总部坐落于加利福尼亚州圣马特奥。该公司主营运动相机生产制造，同时还自主开发配套移动端应用与视频编辑软件。
ACLS vs GPRO — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$201.7M
营收增速更快
GPRO
高出6.0%
-5.6%
自由现金流更多
GPRO
多$23.9M
$-8.9M
两年增速更快
GPRO
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $201.7M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | 31.8% |
| 营业利润率 | 15.2% | -4.1% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 0.4% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $-0.06 |
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ACLSGPRO
| Q4 25 | $238.3M | $201.7M | ||
| Q3 25 | $213.6M | $162.9M | ||
| Q2 25 | $194.5M | $152.6M | ||
| Q1 25 | $192.6M | $134.3M | ||
| Q4 24 | $252.4M | $200.9M | ||
| Q3 24 | $256.6M | $258.9M | ||
| Q2 24 | $256.5M | $186.2M | ||
| Q1 24 | $252.4M | $155.5M |
净利润ACLSGPRO
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-21.3M | ||
| Q2 25 | $31.4M | $-16.4M | ||
| Q1 25 | $28.6M | $-46.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-8.2M | ||
| Q2 24 | $50.9M | $-47.8M | ||
| Q1 24 | $51.6M | $-339.1M |
毛利率ACLSGPRO
| Q4 25 | 47.0% | 31.8% | ||
| Q3 25 | 41.6% | 35.1% | ||
| Q2 25 | 44.9% | 35.8% | ||
| Q1 25 | 46.1% | 32.1% | ||
| Q4 24 | 46.0% | 34.7% | ||
| Q3 24 | 42.9% | 35.5% | ||
| Q2 24 | 43.8% | 30.5% | ||
| Q1 24 | 46.0% | 34.1% |
营业利润率ACLSGPRO
| Q4 25 | 15.2% | -4.1% | ||
| Q3 25 | 11.7% | -9.8% | ||
| Q2 25 | 14.9% | -9.2% | ||
| Q1 25 | 15.1% | -33.7% | ||
| Q4 24 | 21.6% | -19.5% | ||
| Q3 24 | 18.3% | -3.1% | ||
| Q2 24 | 20.6% | -25.0% | ||
| Q1 24 | 22.4% | -26.6% |
净利率ACLSGPRO
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -13.0% | ||
| Q2 25 | 16.1% | -10.8% | ||
| Q1 25 | 14.8% | -34.8% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -3.2% | ||
| Q2 24 | 19.8% | -25.7% | ||
| Q1 24 | 20.4% | -218.1% |
每股收益（稀释后）ACLSGPRO
| Q4 25 | $1.11 | $-0.06 | ||
| Q3 25 | $0.83 | $-0.13 | ||
| Q2 25 | $0.98 | $-0.10 | ||
| Q1 25 | $0.88 | $-0.30 | ||
| Q4 24 | $1.54 | $-0.22 | ||
| Q3 24 | $1.49 | $-0.05 | ||
| Q2 24 | $1.55 | $-0.31 | ||
| Q1 24 | $1.57 | $-2.24 |
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 | $49.7M |
| 总债务越低越好 | — | $44.3M |
| 股东权益账面价值 | $1.0B | $76.5M |
| 总资产 | $1.4B | $428.0M |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资ACLSGPRO
| Q4 25 | $374.3M | $49.7M | ||
| Q3 25 | $449.6M | $152.8M | ||
| Q2 25 | $549.8M | $58.6M | ||
| Q1 25 | $587.1M | $69.6M | ||
| Q4 24 | $571.3M | $102.8M | ||
| Q3 24 | $579.4M | $130.2M | ||
| Q2 24 | $548.3M | $133.0M | ||
| Q1 24 | $530.2M | $133.7M |
总债务ACLSGPRO
| Q4 25 | — | $44.3M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $93.1M | ||
| Q2 24 | — | $92.9M | ||
| Q1 24 | — | $92.7M |
股东权益ACLSGPRO
| Q4 25 | $1.0B | $76.5M | ||
| Q3 25 | $1.0B | $80.5M | ||
| Q2 25 | $1.0B | $97.9M | ||
| Q1 25 | $1.0B | $110.0M | ||
| Q4 24 | $1.0B | $151.7M | ||
| Q3 24 | $975.6M | $183.9M | ||
| Q2 24 | $934.9M | $184.7M | ||
| Q1 24 | $901.7M | $224.9M |
总资产ACLSGPRO
| Q4 25 | $1.4B | $428.0M | ||
| Q3 25 | $1.4B | $538.6M | ||
| Q2 25 | $1.3B | $439.0M | ||
| Q1 25 | $1.3B | $462.5M | ||
| Q4 24 | $1.3B | $543.7M | ||
| Q3 24 | $1.3B | $661.6M | ||
| Q2 24 | $1.3B | $556.8M | ||
| Q1 24 | $1.3B | $575.8M |
负债/权益比ACLSGPRO
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.41× |
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 | $15.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $15.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 7.4% |
| 资本支出强度资本支出/营收 | 1.0% | 0.3% |
| 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 | $-24.0M |
8季度趋势，按日历期对齐
经营现金流ACLSGPRO
| Q4 25 | $-6.6M | $15.6M | ||
| Q3 25 | $45.4M | $12.2M | ||
| Q2 25 | $39.7M | $8.8M | ||
| Q1 25 | $39.8M | $-57.2M | ||
| Q4 24 | $12.8M | $-25.1M | ||
| Q3 24 | $45.7M | $-2.2M | ||
| Q2 24 | $40.1M | $605.0K | ||
| Q1 24 | $42.2M | $-98.4M |
自由现金流ACLSGPRO
| Q4 25 | $-8.9M | $15.0M | ||
| Q3 25 | $43.3M | $11.2M | ||
| Q2 25 | $37.7M | $8.3M | ||
| Q1 25 | $34.8M | $-58.5M | ||
| Q4 24 | $8.1M | $-25.5M | ||
| Q3 24 | $41.8M | $-4.2M | ||
| Q2 24 | $38.1M | $-111.0K | ||
| Q1 24 | $40.6M | $-99.4M |
自由现金流率ACLSGPRO
| Q4 25 | -3.7% | 7.4% | ||
| Q3 25 | 20.3% | 6.9% | ||
| Q2 25 | 19.4% | 5.4% | ||
| Q1 25 | 18.1% | -43.5% | ||
| Q4 24 | 3.2% | -12.7% | ||
| Q3 24 | 16.3% | -1.6% | ||
| Q2 24 | 14.8% | -0.1% | ||
| Q1 24 | 16.1% | -63.9% |
资本支出强度ACLSGPRO
| Q4 25 | 1.0% | 0.3% | ||
| Q3 25 | 0.9% | 0.6% | ||
| Q2 25 | 1.0% | 0.3% | ||
| Q1 25 | 2.6% | 1.0% | ||
| Q4 24 | 1.8% | 0.2% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 0.8% | 0.4% | ||
| Q1 24 | 0.6% | 0.6% |
现金转化率ACLSGPRO
| 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× | — | ||
| Q1 24 | 0.82× | — |
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% |
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
