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AXCELIS TECHNOLOGIES INC（ACLS）与IMAX（IMAX）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IMAX的1.9倍（$238.3M vs $125.2M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 0.5%，领先13.9%），IMAX同比增速更快（35.1% vs -5.6%），IMAX自由现金流更多（$28.0M vs $-8.9M），过去两年IMAX的营收复合增速更高（25.8% 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。
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
ACLS vs IMAX — 直观对比
营收规模更大
ACLS
是对方的1.9倍
$125.2M
营收增速更快
IMAX
高出40.7%
-5.6%
净利率更高
ACLS
高出13.9%
0.5%
自由现金流更多
IMAX
多$36.9M
$-8.9M
两年增速更快
IMAX
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $125.2M |
| 净利润 | $34.3M | $637.0K |
| 毛利率 | 47.0% | 57.6% |
| 营业利润率 | 15.2% | 19.3% |
| 净利率 | 14.4% | 0.5% |
| 营收同比 | -5.6% | 35.1% |
| 净利润同比 | -31.3% | -88.0% |
| 每股收益（稀释后） | $1.11 | $0.02 |
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ACLSIMAX
| Q4 25 | $238.3M | $125.2M | ||
| Q3 25 | $213.6M | $106.7M | ||
| Q2 25 | $194.5M | $91.7M | ||
| Q1 25 | $192.6M | $86.7M | ||
| Q4 24 | $252.4M | $92.7M | ||
| Q3 24 | $256.6M | $91.5M | ||
| Q2 24 | $256.5M | $89.0M | ||
| Q1 24 | $252.4M | $79.1M |
净利润ACLSIMAX
| Q4 25 | $34.3M | $637.0K | ||
| Q3 25 | $26.0M | $20.7M | ||
| Q2 25 | $31.4M | $11.3M | ||
| Q1 25 | $28.6M | $2.3M | ||
| Q4 24 | $50.0M | $5.3M | ||
| Q3 24 | $48.6M | $13.9M | ||
| Q2 24 | $50.9M | $3.6M | ||
| Q1 24 | $51.6M | $3.3M |
毛利率ACLSIMAX
| Q4 25 | 47.0% | 57.6% | ||
| Q3 25 | 41.6% | 63.1% | ||
| Q2 25 | 44.9% | 58.5% | ||
| Q1 25 | 46.1% | 61.4% | ||
| Q4 24 | 46.0% | 52.2% | ||
| Q3 24 | 42.9% | 55.8% | ||
| Q2 24 | 43.8% | 49.4% | ||
| Q1 24 | 46.0% | 59.3% |
营业利润率ACLSIMAX
| Q4 25 | 15.2% | 19.3% | ||
| Q3 25 | 11.7% | 27.2% | ||
| Q2 25 | 14.9% | 15.6% | ||
| Q1 25 | 15.1% | 19.3% | ||
| Q4 24 | 21.6% | 10.3% | ||
| Q3 24 | 18.3% | 21.2% | ||
| Q2 24 | 20.6% | 3.2% | ||
| Q1 24 | 22.4% | 15.3% |
净利率ACLSIMAX
| Q4 25 | 14.4% | 0.5% | ||
| Q3 25 | 12.2% | 19.4% | ||
| Q2 25 | 16.1% | 12.3% | ||
| Q1 25 | 14.8% | 2.7% | ||
| Q4 24 | 19.8% | 5.7% | ||
| Q3 24 | 18.9% | 15.2% | ||
| Q2 24 | 19.8% | 4.0% | ||
| Q1 24 | 20.4% | 4.1% |
每股收益（稀释后）ACLSIMAX
| Q4 25 | $1.11 | $0.02 | ||
| Q3 25 | $0.83 | $0.37 | ||
| Q2 25 | $0.98 | $0.20 | ||
| Q1 25 | $0.88 | $0.04 | ||
| Q4 24 | $1.54 | $0.09 | ||
| Q3 24 | $1.49 | $0.26 | ||
| Q2 24 | $1.55 | $0.07 | ||
| Q1 24 | $1.57 | $0.06 |
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 | $151.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $337.9M |
| 总资产 | $1.4B | $894.0M |
| 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ACLSIMAX
| Q4 25 | $374.3M | $151.2M | ||
| Q3 25 | $449.6M | $143.1M | ||
| Q2 25 | $549.8M | $109.3M | ||
| Q1 25 | $587.1M | $97.1M | ||
| Q4 24 | $571.3M | $100.6M | ||
| Q3 24 | $579.4M | $104.5M | ||
| Q2 24 | $548.3M | $91.6M | ||
| Q1 24 | $530.2M | $81.0M |
股东权益ACLSIMAX
| Q4 25 | $1.0B | $337.9M | ||
| Q3 25 | $1.0B | $349.5M | ||
| Q2 25 | $1.0B | $320.4M | ||
| Q1 25 | $1.0B | $299.5M | ||
| Q4 24 | $1.0B | $299.5M | ||
| Q3 24 | $975.6M | $289.4M | ||
| Q2 24 | $934.9M | $267.2M | ||
| Q1 24 | $901.7M | $258.8M |
总资产ACLSIMAX
| Q4 25 | $1.4B | $894.0M | ||
| Q3 25 | $1.4B | $889.6M | ||
| Q2 25 | $1.3B | $868.6M | ||
| Q1 25 | $1.3B | $848.3M | ||
| Q4 24 | $1.3B | $830.4M | ||
| Q3 24 | $1.3B | $847.6M | ||
| Q2 24 | $1.3B | $827.4M | ||
| Q1 24 | $1.3B | $824.1M |
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 | $29.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $28.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 22.3% |
| 资本支出强度资本支出/营收 | 1.0% | 1.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 46.11× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $118.9M |
8季度趋势，按日历期对齐
经营现金流ACLSIMAX
| Q4 25 | $-6.6M | $29.4M | ||
| Q3 25 | $45.4M | $67.5M | ||
| Q2 25 | $39.7M | $23.2M | ||
| Q1 25 | $39.8M | $7.0M | ||
| Q4 24 | $12.8M | $11.5M | ||
| Q3 24 | $45.7M | $35.3M | ||
| Q2 24 | $40.1M | $35.0M | ||
| Q1 24 | $42.2M | $-11.0M |
自由现金流ACLSIMAX
| Q4 25 | $-8.9M | $28.0M | ||
| Q3 25 | $43.3M | $64.8M | ||
| Q2 25 | $37.7M | $20.9M | ||
| Q1 25 | $34.8M | $5.3M | ||
| Q4 24 | $8.1M | $6.9M | ||
| Q3 24 | $41.8M | $34.2M | ||
| Q2 24 | $38.1M | $33.5M | ||
| Q1 24 | $40.6M | $-12.1M |
自由现金流率ACLSIMAX
| Q4 25 | -3.7% | 22.3% | ||
| Q3 25 | 20.3% | 60.7% | ||
| Q2 25 | 19.4% | 22.8% | ||
| Q1 25 | 18.1% | 6.1% | ||
| Q4 24 | 3.2% | 7.4% | ||
| Q3 24 | 16.3% | 37.3% | ||
| Q2 24 | 14.8% | 37.6% | ||
| Q1 24 | 16.1% | -15.3% |
资本支出强度ACLSIMAX
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 0.9% | 2.6% | ||
| Q2 25 | 1.0% | 2.6% | ||
| Q1 25 | 2.6% | 1.9% | ||
| Q4 24 | 1.8% | 5.0% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 0.8% | 1.8% | ||
| Q1 24 | 0.6% | 1.4% |
现金转化率ACLSIMAX
| Q4 25 | -0.19× | 46.11× | ||
| Q3 25 | 1.75× | 3.27× | ||
| Q2 25 | 1.27× | 2.06× | ||
| Q1 25 | 1.39× | 2.99× | ||
| Q4 24 | 0.26× | 2.16× | ||
| Q3 24 | 0.94× | 2.54× | ||
| Q2 24 | 0.79× | 9.78× | ||
| Q1 24 | 0.82× | -3.35× |
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% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
