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AXCELIS TECHNOLOGIES INC（ACLS）与INSTEEL INDUSTRIES INC（IIIN）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INSTEEL INDUSTRIES INC的1.5倍（$238.3M vs $159.9M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 4.7%，领先9.6%），INSTEEL INDUSTRIES INC同比增速更快（23.3% vs -5.6%），INSTEEL INDUSTRIES INC自由现金流更多（$-2.2M vs $-8.9M），过去两年INSTEEL INDUSTRIES INC的营收复合增速更高（12.0% 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。
Insteel Industries Inc是美国领先的钢材加固产品制造商，主营焊接钢筋网、工程结构网、钢纤维等产品，主要服务北美地区非住宅建筑、基础设施、预制混凝土构件等领域客户，提供高性能建筑加固解决方案。
ACLS vs IIIN — 直观对比
营收规模更大
ACLS
是对方的1.5倍
$159.9M
营收增速更快
IIIN
高出28.9%
-5.6%
净利率更高
ACLS
高出9.6%
4.7%
自由现金流更多
IIIN
多$6.7M
$-8.9M
两年增速更快
IIIN
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $159.9M |
| 净利润 | $34.3M | $7.6M |
| 毛利率 | 47.0% | 11.3% |
| 营业利润率 | 15.2% | 6.0% |
| 净利率 | 14.4% | 4.7% |
| 营收同比 | -5.6% | 23.3% |
| 净利润同比 | -31.3% | 602.4% |
| 每股收益（稀释后） | $1.11 | $0.39 |
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ACLSIIIN
| Q4 25 | $238.3M | $159.9M | ||
| Q3 25 | $213.6M | $177.4M | ||
| Q2 25 | $194.5M | $179.9M | ||
| Q1 25 | $192.6M | $160.7M | ||
| Q4 24 | $252.4M | $129.7M | ||
| Q3 24 | $256.6M | $134.3M | ||
| Q2 24 | $256.5M | $145.8M | ||
| Q1 24 | $252.4M | $127.4M |
净利润ACLSIIIN
| Q4 25 | $34.3M | $7.6M | ||
| Q3 25 | $26.0M | $14.6M | ||
| Q2 25 | $31.4M | $15.2M | ||
| Q1 25 | $28.6M | $10.2M | ||
| Q4 24 | $50.0M | $1.1M | ||
| Q3 24 | $48.6M | $4.7M | ||
| Q2 24 | $50.9M | $6.6M | ||
| Q1 24 | $51.6M | $6.9M |
毛利率ACLSIIIN
| Q4 25 | 47.0% | 11.3% | ||
| Q3 25 | 41.6% | 16.1% | ||
| Q2 25 | 44.9% | 17.1% | ||
| Q1 25 | 46.1% | 15.3% | ||
| Q4 24 | 46.0% | 7.3% | ||
| Q3 24 | 42.9% | 9.1% | ||
| Q2 24 | 43.8% | 10.6% | ||
| Q1 24 | 46.0% | 12.3% |
营业利润率ACLSIIIN
| Q4 25 | 15.2% | 6.0% | ||
| Q3 25 | 11.7% | 10.8% | ||
| Q2 25 | 14.9% | 11.0% | ||
| Q1 25 | 15.1% | 8.3% | ||
| Q4 24 | 21.6% | 1.1% | ||
| Q3 24 | 18.3% | 4.5% | ||
| Q2 24 | 20.6% | 6.0% | ||
| Q1 24 | 22.4% | 7.0% |
净利率ACLSIIIN
| Q4 25 | 14.4% | 4.7% | ||
| Q3 25 | 12.2% | 8.2% | ||
| Q2 25 | 16.1% | 8.4% | ||
| Q1 25 | 14.8% | 6.4% | ||
| Q4 24 | 19.8% | 0.8% | ||
| Q3 24 | 18.9% | 3.5% | ||
| Q2 24 | 19.8% | 4.5% | ||
| Q1 24 | 20.4% | 5.4% |
每股收益（稀释后）ACLSIIIN
| Q4 25 | $1.11 | $0.39 | ||
| Q3 25 | $0.83 | $0.74 | ||
| Q2 25 | $0.98 | $0.78 | ||
| Q1 25 | $0.88 | $0.52 | ||
| Q4 24 | $1.54 | $0.06 | ||
| Q3 24 | $1.49 | $0.24 | ||
| Q2 24 | $1.55 | $0.34 | ||
| Q1 24 | $1.57 | $0.35 |
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 | $15.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $358.8M |
| 总资产 | $1.4B | $456.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACLSIIIN
| Q4 25 | $374.3M | $15.6M | ||
| Q3 25 | $449.6M | $38.6M | ||
| Q2 25 | $549.8M | $53.7M | ||
| Q1 25 | $587.1M | $28.4M | ||
| Q4 24 | $571.3M | $36.0M | ||
| Q3 24 | $579.4M | $111.5M | ||
| Q2 24 | $548.3M | $97.7M | ||
| Q1 24 | $530.2M | $83.9M |
股东权益ACLSIIIN
| Q4 25 | $1.0B | $358.8M | ||
| Q3 25 | $1.0B | $371.5M | ||
| Q2 25 | $1.0B | $356.2M | ||
| Q1 25 | $1.0B | $341.4M | ||
| Q4 24 | $1.0B | $331.6M | ||
| Q3 24 | $975.6M | $350.9M | ||
| Q2 24 | $934.9M | $346.0M | ||
| Q1 24 | $901.7M | $340.6M |
总资产ACLSIIIN
| Q4 25 | $1.4B | $456.1M | ||
| Q3 25 | $1.4B | $462.6M | ||
| Q2 25 | $1.3B | $471.9M | ||
| Q1 25 | $1.3B | $421.9M | ||
| Q4 24 | $1.3B | $404.7M | ||
| Q3 24 | $1.3B | $422.6M | ||
| Q2 24 | $1.3B | $414.6M | ||
| Q1 24 | $1.3B | $397.2M |
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 | $-701.0K |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-2.2M |
| 自由现金流率自由现金流/营收 | -3.7% | -1.4% |
| 资本支出强度资本支出/营收 | 1.0% | 0.9% |
| 现金转化率经营现金流/净利润 | -0.19× | -0.09× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $439.0K |
8季度趋势，按日历期对齐
经营现金流ACLSIIIN
| Q4 25 | $-6.6M | $-701.0K | ||
| Q3 25 | $45.4M | $-17.0M | ||
| Q2 25 | $39.7M | $28.5M | ||
| Q1 25 | $39.8M | $-3.3M | ||
| Q4 24 | $12.8M | $19.0M | ||
| Q3 24 | $45.7M | $16.2M | ||
| Q2 24 | $40.1M | $18.8M | ||
| Q1 24 | $42.2M | $1.4M |
自由现金流ACLSIIIN
| Q4 25 | $-8.9M | $-2.2M | ||
| Q3 25 | $43.3M | $-18.7M | ||
| Q2 25 | $37.7M | $26.9M | ||
| Q1 25 | $34.8M | $-5.5M | ||
| Q4 24 | $8.1M | $16.3M | ||
| Q3 24 | $41.8M | $14.5M | ||
| Q2 24 | $38.1M | $15.5M | ||
| Q1 24 | $40.6M | $-580.0K |
自由现金流率ACLSIIIN
| Q4 25 | -3.7% | -1.4% | ||
| Q3 25 | 20.3% | -10.6% | ||
| Q2 25 | 19.4% | 15.0% | ||
| Q1 25 | 18.1% | -3.5% | ||
| Q4 24 | 3.2% | 12.6% | ||
| Q3 24 | 16.3% | 10.8% | ||
| Q2 24 | 14.8% | 10.7% | ||
| Q1 24 | 16.1% | -0.5% |
资本支出强度ACLSIIIN
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 0.9% | 1.0% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 2.6% | 1.4% | ||
| Q4 24 | 1.8% | 2.1% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 0.6% | 1.5% |
现金转化率ACLSIIIN
| Q4 25 | -0.19× | -0.09× | ||
| Q3 25 | 1.75× | -1.17× | ||
| Q2 25 | 1.27× | 1.88× | ||
| Q1 25 | 1.39× | -0.32× | ||
| Q4 24 | 0.26× | 17.56× | ||
| Q3 24 | 0.94× | 3.48× | ||
| Q2 24 | 0.79× | 2.86× | ||
| Q1 24 | 0.82× | 0.20× |
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% |
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
