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AXCELIS TECHNOLOGIES INC（ACLS）与IAC Inc.（IAC）财务数据对比。点击上方公司名可切换其他公司
IAC Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.8倍（$422.9M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -17.0%，领先31.4%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -12.2%），IAC Inc.自由现金流更多（$2.0M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -18.4%）
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。
IAC Inc.是一家美国控股企业，业务覆盖媒体与互联网领域，在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.，当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营，1999年更名为USA Networks Inc.，2002年将旗下电视业务资产出售给威望迪集团。
ACLS vs IAC — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $422.9M |
| 净利润 | $34.3M | $-71.9M |
| 毛利率 | 47.0% | 99.9% |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | -17.0% |
| 营收同比 | -5.6% | -12.2% |
| 净利润同比 | -31.3% | 67.1% |
| 每股收益（稀释后） | $1.11 | $-0.94 |
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
| Q1 26 | — | $422.9M | ||
| Q4 25 | $238.3M | $646.0M | ||
| Q3 25 | $213.6M | $589.8M | ||
| Q2 25 | $194.5M | $586.9M | ||
| Q1 25 | $192.6M | $570.5M | ||
| Q4 24 | $252.4M | $721.4M | ||
| Q3 24 | $256.6M | $642.0M | ||
| Q2 24 | $256.5M | $634.4M |
| Q1 26 | — | $-71.9M | ||
| Q4 25 | $34.3M | $-76.8M | ||
| Q3 25 | $26.0M | $-21.9M | ||
| Q2 25 | $31.4M | $211.5M | ||
| Q1 25 | $28.6M | $-216.8M | ||
| Q4 24 | $50.0M | $-199.0M | ||
| Q3 24 | $48.6M | $-243.7M | ||
| Q2 24 | $50.9M | $-142.2M |
| Q1 26 | — | 99.9% | ||
| Q4 25 | 47.0% | 69.8% | ||
| Q3 25 | 41.6% | 64.8% | ||
| Q2 25 | 44.9% | 65.6% | ||
| Q1 25 | 46.1% | 64.0% | ||
| Q4 24 | 46.0% | 65.8% | ||
| Q3 24 | 42.9% | 62.1% | ||
| Q2 24 | 43.8% | 60.1% |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | -17.5% | ||
| Q3 25 | 11.7% | -3.5% | ||
| Q2 25 | 14.9% | 0.1% | ||
| Q1 25 | 15.1% | 6.3% | ||
| Q4 24 | 21.6% | 6.7% | ||
| Q3 24 | 18.3% | 1.3% | ||
| Q2 24 | 20.6% | -3.4% |
| Q1 26 | — | -17.0% | ||
| Q4 25 | 14.4% | -11.9% | ||
| Q3 25 | 12.2% | -3.7% | ||
| Q2 25 | 16.1% | 36.0% | ||
| Q1 25 | 14.8% | -38.0% | ||
| Q4 24 | 19.8% | -27.6% | ||
| Q3 24 | 18.9% | -38.0% | ||
| Q2 24 | 19.8% | -22.4% |
| Q1 26 | — | $-0.94 | ||
| Q4 25 | $1.11 | $-0.96 | ||
| Q3 25 | $0.83 | $-0.27 | ||
| Q2 25 | $0.98 | $2.57 | ||
| Q1 25 | $0.88 | $-2.64 | ||
| Q4 24 | $1.54 | $-2.36 | ||
| Q3 24 | $1.49 | $-2.93 | ||
| Q2 24 | $1.55 | $-1.71 |
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 | $1.1B |
| 总债务越低越好 | — | $24.5M |
| 股东权益账面价值 | $1.0B | $4.6B |
| 总资产 | $1.4B | $6.8B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
| Q1 26 | — | $1.1B | ||
| Q4 25 | $374.3M | $960.2M | ||
| Q3 25 | $449.6M | $1.0B | ||
| Q2 25 | $549.8M | $1.1B | ||
| Q1 25 | $587.1M | $1.2B | ||
| Q4 24 | $571.3M | $1.4B | ||
| Q3 24 | $579.4M | $1.3B | ||
| Q2 24 | $548.3M | $1.3B |
| Q1 26 | — | $24.5M | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $4.6B | ||
| Q4 25 | $1.0B | $4.7B | ||
| Q3 25 | $1.0B | $4.8B | ||
| Q2 25 | $1.0B | $4.9B | ||
| Q1 25 | $1.0B | $4.7B | ||
| Q4 24 | $1.0B | $5.6B | ||
| Q3 24 | $975.6M | $5.8B | ||
| Q2 24 | $934.9M | $6.0B |
| Q1 26 | — | $6.8B | ||
| Q4 25 | $1.4B | $7.1B | ||
| Q3 25 | $1.4B | $7.2B | ||
| Q2 25 | $1.3B | $7.4B | ||
| Q1 25 | $1.3B | $7.2B | ||
| Q4 24 | $1.3B | $9.7B | ||
| Q3 24 | $1.3B | $9.8B | ||
| Q2 24 | $1.3B | $10.2B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $5.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $2.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 0.5% |
| 资本支出强度资本支出/营收 | 1.0% | 1.9% |
| 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 | $51.4M |
8季度趋势，按日历期对齐
| Q1 26 | — | $5.4M | ||
| Q4 25 | $-6.6M | $36.6M | ||
| Q3 25 | $45.4M | $30.1M | ||
| Q2 25 | $39.7M | $-2.8M | ||
| Q1 25 | $39.8M | $63.0K | ||
| Q4 24 | $12.8M | $110.1M | ||
| Q3 24 | $45.7M | $95.3M | ||
| Q2 24 | $40.1M | $85.0M |
| Q1 26 | — | $2.0M | ||
| Q4 25 | $-8.9M | $31.4M | ||
| Q3 25 | $43.3M | $25.3M | ||
| Q2 25 | $37.7M | $-7.2M | ||
| Q1 25 | $34.8M | $-4.6M | ||
| Q4 24 | $8.1M | $104.8M | ||
| Q3 24 | $41.8M | $92.0M | ||
| Q2 24 | $38.1M | $81.6M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | -3.7% | 4.9% | ||
| Q3 25 | 20.3% | 4.3% | ||
| Q2 25 | 19.4% | -1.2% | ||
| Q1 25 | 18.1% | -0.8% | ||
| Q4 24 | 3.2% | 14.5% | ||
| Q3 24 | 16.3% | 14.3% | ||
| Q2 24 | 14.8% | 12.9% |
| Q1 26 | — | 1.9% | ||
| Q4 25 | 1.0% | 0.8% | ||
| Q3 25 | 0.9% | 0.8% | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 1.8% | 0.7% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 0.8% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | -0.01× | ||
| 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% |
IAC
| People Inc. (a) | $385.7M | 91% |
| Emerging & Other | $20.1M | 5% |
| Search | $17.1M | 4% |
