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AXCELIS TECHNOLOGIES INC（ACLS）与INTERNATIONAL BANCSHARES CORP（IBOC）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INTERNATIONAL BANCSHARES CORP的1.1倍（$238.3M vs $217.7M），INTERNATIONAL BANCSHARES CORP净利率更高（62.3% vs 14.4%，领先47.9%），INTERNATIONAL BANCSHARES CORP同比增速更快（4.5% vs -5.6%），INTERNATIONAL BANCSHARES CORP自由现金流更多（$472.9M vs $-8.9M），过去两年INTERNATIONAL BANCSHARES CORP的营收复合增速更高（2.8% 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。
国际银行股份公司（International Bancshares Corporation）是总部位于美国得克萨斯州拉雷多的银行控股公司，核心子公司为国际商业银行。目前集团通过旗下银行子公司运营217个营业网点、315台自动柜员机，服务覆盖得克萨斯州、俄克拉荷马州的88个城镇社区。
ACLS vs IBOC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $217.7M |
| 净利润 | $34.3M | $106.9M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 62.8% |
| 净利率 | 14.4% | 62.3% |
| 营收同比 | -5.6% | 4.5% |
| 净利润同比 | -31.3% | -7.1% |
| 每股收益（稀释后） | $1.11 | $1.71 |
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
| Q4 25 | $238.3M | $217.7M | ||
| Q3 25 | $213.6M | $218.1M | ||
| Q2 25 | $194.5M | $208.2M | ||
| Q1 25 | $192.6M | $198.2M | ||
| Q4 24 | $252.4M | $208.3M | ||
| Q3 24 | $256.6M | $211.8M | ||
| Q2 24 | $256.5M | $207.8M | ||
| Q1 24 | $252.4M | $205.8M |
| Q4 25 | $34.3M | $106.9M | ||
| Q3 25 | $26.0M | $108.4M | ||
| Q2 25 | $31.4M | $100.1M | ||
| Q1 25 | $28.6M | $96.9M | ||
| Q4 24 | $50.0M | $115.1M | ||
| Q3 24 | $48.6M | $99.8M | ||
| Q2 24 | $50.9M | $97.0M | ||
| Q1 24 | $51.6M | $97.3M |
| 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% | — |
| Q4 25 | 15.2% | 62.8% | ||
| Q3 25 | 11.7% | 62.6% | ||
| Q2 25 | 14.9% | 60.5% | ||
| Q1 25 | 15.1% | 61.1% | ||
| Q4 24 | 21.6% | 64.2% | ||
| Q3 24 | 18.3% | 60.0% | ||
| Q2 24 | 20.6% | 60.1% | ||
| Q1 24 | 22.4% | 59.9% |
| Q4 25 | 14.4% | 62.3% | ||
| Q3 25 | 12.2% | 49.7% | ||
| Q2 25 | 16.1% | 48.1% | ||
| Q1 25 | 14.8% | 48.9% | ||
| Q4 24 | 19.8% | 71.5% | ||
| Q3 24 | 18.9% | 47.1% | ||
| Q2 24 | 19.8% | 46.7% | ||
| Q1 24 | 20.4% | 47.3% |
| Q4 25 | $1.11 | $1.71 | ||
| Q3 25 | $0.83 | $1.74 | ||
| Q2 25 | $0.98 | $1.61 | ||
| Q1 25 | $0.88 | $1.56 | ||
| Q4 24 | $1.54 | $1.85 | ||
| Q3 24 | $1.49 | $1.60 | ||
| Q2 24 | $1.55 | $1.56 | ||
| Q1 24 | $1.57 | $1.56 |
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 | $5.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $3.3B |
| 总资产 | $1.4B | $16.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $5.5B | ||
| Q3 25 | $449.6M | $5.6B | ||
| Q2 25 | $549.8M | $5.8B | ||
| Q1 25 | $587.1M | $5.6B | ||
| Q4 24 | $571.3M | $5.4B | ||
| Q3 24 | $579.4M | $5.8B | ||
| Q2 24 | $548.3M | $5.7B | ||
| Q1 24 | $530.2M | $5.7B |
| Q4 25 | $1.0B | $3.3B | ||
| Q3 25 | $1.0B | $3.1B | ||
| Q2 25 | $1.0B | $3.0B | ||
| Q1 25 | $1.0B | $2.9B | ||
| Q4 24 | $1.0B | $2.8B | ||
| Q3 24 | $975.6M | $2.7B | ||
| Q2 24 | $934.9M | $2.6B | ||
| Q1 24 | $901.7M | $2.5B |
| Q4 25 | $1.4B | $16.6B | ||
| Q3 25 | $1.4B | $16.6B | ||
| Q2 25 | $1.3B | $16.5B | ||
| Q1 25 | $1.3B | $16.3B | ||
| Q4 24 | $1.3B | $15.7B | ||
| Q3 24 | $1.3B | $15.9B | ||
| Q2 24 | $1.3B | $15.5B | ||
| Q1 24 | $1.3B | $15.4B |
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 | $491.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $472.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 217.2% |
| 资本支出强度资本支出/营收 | 1.0% | 8.3% |
| 现金转化率经营现金流/净利润 | -0.19× | 4.59× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $809.9M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $491.1M | ||
| Q3 25 | $45.4M | $115.2M | ||
| Q2 25 | $39.7M | $95.5M | ||
| Q1 25 | $39.8M | $140.5M | ||
| Q4 24 | $12.8M | $473.9M | ||
| Q3 24 | $45.7M | $116.5M | ||
| Q2 24 | $40.1M | $107.2M | ||
| Q1 24 | $42.2M | $135.4M |
| Q4 25 | $-8.9M | $472.9M | ||
| Q3 25 | $43.3M | $112.2M | ||
| Q2 25 | $37.7M | $91.6M | ||
| Q1 25 | $34.8M | $133.1M | ||
| Q4 24 | $8.1M | $459.8M | ||
| Q3 24 | $41.8M | $109.6M | ||
| Q2 24 | $38.1M | $104.9M | ||
| Q1 24 | $40.6M | $128.9M |
| Q4 25 | -3.7% | 217.2% | ||
| Q3 25 | 20.3% | 51.5% | ||
| Q2 25 | 19.4% | 44.0% | ||
| Q1 25 | 18.1% | 67.1% | ||
| Q4 24 | 3.2% | 220.8% | ||
| Q3 24 | 16.3% | 51.7% | ||
| Q2 24 | 14.8% | 50.5% | ||
| Q1 24 | 16.1% | 62.6% |
| Q4 25 | 1.0% | 8.3% | ||
| Q3 25 | 0.9% | 1.3% | ||
| Q2 25 | 1.0% | 1.9% | ||
| Q1 25 | 2.6% | 3.7% | ||
| Q4 24 | 1.8% | 6.8% | ||
| Q3 24 | 1.5% | 3.3% | ||
| Q2 24 | 0.8% | 1.1% | ||
| Q1 24 | 0.6% | 3.2% |
| Q4 25 | -0.19× | 4.59× | ||
| Q3 25 | 1.75× | 1.06× | ||
| Q2 25 | 1.27× | 0.95× | ||
| Q1 25 | 1.39× | 1.45× | ||
| Q4 24 | 0.26× | 4.12× | ||
| Q3 24 | 0.94× | 1.17× | ||
| Q2 24 | 0.79× | 1.11× | ||
| Q1 24 | 0.82× | 1.39× |
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% |
IBOC
暂无分部数据
