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AXCELIS TECHNOLOGIES INC（ACLS）与Hagerty, Inc.（HGTY）财务数据对比。点击上方公司名可切换其他公司
Hagerty, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$388.1M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 7.4%，领先7.0%），Hagerty, Inc.同比增速更快（16.5% vs -5.6%），Hagerty, Inc.自由现金流更多（$194.5M vs $-8.9M），过去两年Hagerty, Inc.的营收复合增速更高（19.5% 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。
哈格蒂（Hagerty, Inc.）是美国知名汽车生活方式及会员服务企业，同时是全球规模最大的经典老爷车特种保险供应商，总部位于密歇根州特拉弗斯城，业务范围覆盖加拿大、德国及英国市场。
ACLS vs HGTY — 直观对比
营收规模更大
HGTY
是对方的1.6倍
$238.3M
营收增速更快
HGTY
高出22.1%
-5.6%
净利率更高
ACLS
高出7.0%
7.4%
自由现金流更多
HGTY
多$203.4M
$-8.9M
两年增速更快
HGTY
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $388.1M |
| 净利润 | $34.3M | $28.6M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 10.2% |
| 净利率 | 14.4% | 7.4% |
| 营收同比 | -5.6% | 16.5% |
| 净利润同比 | -31.3% | 238.4% |
| 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ACLSHGTY
| Q4 25 | $238.3M | $388.1M | ||
| Q3 25 | $213.6M | $380.0M | ||
| Q2 25 | $194.5M | $368.7M | ||
| Q1 25 | $192.6M | $319.6M | ||
| Q4 24 | $252.4M | $333.2M | ||
| Q3 24 | $256.6M | $323.4M | ||
| Q2 24 | $256.5M | $313.2M | ||
| Q1 24 | $252.4M | $271.7M |
净利润ACLSHGTY
| Q4 25 | $34.3M | $28.6M | ||
| Q3 25 | $26.0M | $46.2M | ||
| Q2 25 | $31.4M | $47.2M | ||
| Q1 25 | $28.6M | $27.3M | ||
| Q4 24 | $50.0M | $8.4M | ||
| Q3 24 | $48.6M | $19.0M | ||
| Q2 24 | $50.9M | $42.7M | ||
| Q1 24 | $51.6M | $8.2M |
毛利率ACLSHGTY
| 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ACLSHGTY
| Q4 25 | 15.2% | 10.2% | ||
| Q3 25 | 11.7% | 9.0% | ||
| Q2 25 | 14.9% | 12.9% | ||
| Q1 25 | 15.1% | 8.1% | ||
| Q4 24 | 21.6% | 1.8% | ||
| Q3 24 | 18.3% | 3.1% | ||
| Q2 24 | 20.6% | 12.2% | ||
| Q1 24 | 22.4% | 4.5% |
净利率ACLSHGTY
| Q4 25 | 14.4% | 7.4% | ||
| Q3 25 | 12.2% | 12.2% | ||
| Q2 25 | 16.1% | 12.8% | ||
| Q1 25 | 14.8% | 8.5% | ||
| Q4 24 | 19.8% | 2.5% | ||
| Q3 24 | 18.9% | 5.9% | ||
| Q2 24 | 19.8% | 13.6% | ||
| Q1 24 | 20.4% | 3.0% |
每股收益（稀释后）ACLSHGTY
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | — | ||
| Q1 24 | $1.57 | — |
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 | $160.2M |
| 总债务越低越好 | — | $177.9M |
| 股东权益账面价值 | $1.0B | $221.3M |
| 总资产 | $1.4B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资ACLSHGTY
| Q4 25 | $374.3M | $160.2M | ||
| Q3 25 | $449.6M | $290.5M | ||
| Q2 25 | $549.8M | $259.6M | ||
| Q1 25 | $587.1M | $232.7M | ||
| Q4 24 | $571.3M | $178.7M | ||
| Q3 24 | $579.4M | $208.9M | ||
| Q2 24 | $548.3M | $186.4M | ||
| Q1 24 | $530.2M | $131.2M |
总债务ACLSHGTY
| Q4 25 | — | $177.9M | ||
| Q3 25 | — | $104.4M | ||
| Q2 25 | — | $153.4M | ||
| Q1 25 | — | $132.6M | ||
| Q4 24 | — | $105.8M | ||
| Q3 24 | — | $122.9M | ||
| Q2 24 | — | $98.0M | ||
| Q1 24 | — | $91.5M |
股东权益ACLSHGTY
| Q4 25 | $1.0B | $221.3M | ||
| Q3 25 | $1.0B | $211.7M | ||
| Q2 25 | $1.0B | $172.3M | ||
| Q1 25 | $1.0B | $162.9M | ||
| Q4 24 | $1.0B | $150.3M | ||
| Q3 24 | $975.6M | $148.3M | ||
| Q2 24 | $934.9M | $94.4M | ||
| Q1 24 | $901.7M | $93.5M |
总资产ACLSHGTY
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.7B | ||
| Q1 24 | $1.3B | $1.6B |
负债/权益比ACLSHGTY
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.49× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | — | 0.98× |
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 | $219.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $194.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 50.1% |
| 资本支出强度资本支出/营收 | 1.0% | 6.3% |
| 现金转化率经营现金流/净利润 | -0.19× | 7.67× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $365.8M |
8季度趋势，按日历期对齐
经营现金流ACLSHGTY
| Q4 25 | $-6.6M | $219.0M | ||
| Q3 25 | $45.4M | $92.2M | ||
| Q2 25 | $39.7M | $53.9M | ||
| Q1 25 | $39.8M | $43.8M | ||
| Q4 24 | $12.8M | $177.0M | ||
| Q3 24 | $45.7M | $67.4M | ||
| Q2 24 | $40.1M | $64.0M | ||
| Q1 24 | $42.2M | $58.2M |
自由现金流ACLSHGTY
| Q4 25 | $-8.9M | $194.5M | ||
| Q3 25 | $43.3M | $85.2M | ||
| Q2 25 | $37.7M | $47.7M | ||
| Q1 25 | $34.8M | $38.4M | ||
| Q4 24 | $8.1M | $155.7M | ||
| Q3 24 | $41.8M | $62.0M | ||
| Q2 24 | $38.1M | $56.6M | ||
| Q1 24 | $40.6M | $53.7M |
自由现金流率ACLSHGTY
| Q4 25 | -3.7% | 50.1% | ||
| Q3 25 | 20.3% | 22.4% | ||
| Q2 25 | 19.4% | 12.9% | ||
| Q1 25 | 18.1% | 12.0% | ||
| Q4 24 | 3.2% | 46.7% | ||
| Q3 24 | 16.3% | 19.2% | ||
| Q2 24 | 14.8% | 18.1% | ||
| Q1 24 | 16.1% | 19.8% |
资本支出强度ACLSHGTY
| Q4 25 | 1.0% | 6.3% | ||
| Q3 25 | 0.9% | 1.8% | ||
| Q2 25 | 1.0% | 1.7% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 1.8% | 6.4% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 0.8% | 2.4% | ||
| Q1 24 | 0.6% | 1.7% |
现金转化率ACLSHGTY
| Q4 25 | -0.19× | 7.67× | ||
| Q3 25 | 1.75× | 2.00× | ||
| Q2 25 | 1.27× | 1.14× | ||
| Q1 25 | 1.39× | 1.61× | ||
| Q4 24 | 0.26× | 20.97× | ||
| Q3 24 | 0.94× | 3.55× | ||
| Q2 24 | 0.79× | 1.50× | ||
| Q1 24 | 0.82× | 7.10× |
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% |
HGTY
暂无分部数据
