vs
AXCELIS TECHNOLOGIES INC（ACLS）与INDEPENDENT BANK CORP（INDB）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INDEPENDENT BANK CORP的1.1倍（$238.3M vs $212.5M），INDEPENDENT BANK CORP净利率更高（35.5% vs 14.4%，领先21.1%），INDEPENDENT BANK CORP同比增速更快（46.9% vs -5.6%），INDEPENDENT BANK CORP自由现金流更多（$75.5M vs $-8.9M），过去两年INDEPENDENT BANK CORP的营收复合增速更高（24.3% 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。
Independent Bank Corp是一家总部位于美国密歇根州大急流城的商业银行，业务全部布局于密歇根州内，目前在全州范围内共设有62家实体营业网点，为当地个人及企业客户提供各类银行金融服务。
ACLS vs INDB — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$212.5M
营收增速更快
INDB
高出52.5%
-5.6%
净利率更高
INDB
高出21.1%
14.4%
自由现金流更多
INDB
多$84.4M
$-8.9M
两年增速更快
INDB
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $212.5M |
| 净利润 | $34.3M | $75.3M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 35.5% |
| 营收同比 | -5.6% | 46.9% |
| 净利润同比 | -31.3% | 50.6% |
| 每股收益（稀释后） | $1.11 | $1.51 |
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ACLSINDB
| Q4 25 | $238.3M | $212.5M | ||
| Q3 25 | $213.6M | $203.3M | ||
| Q2 25 | $194.5M | $147.5M | ||
| Q1 25 | $192.6M | $145.5M | ||
| Q4 24 | $252.4M | $144.7M | ||
| Q3 24 | $256.6M | $141.7M | ||
| Q2 24 | $256.5M | $137.9M | ||
| Q1 24 | $252.4M | $137.4M |
净利润ACLSINDB
| Q4 25 | $34.3M | $75.3M | ||
| Q3 25 | $26.0M | $34.3M | ||
| Q2 25 | $31.4M | $51.1M | ||
| Q1 25 | $28.6M | $44.4M | ||
| Q4 24 | $50.0M | $50.0M | ||
| Q3 24 | $48.6M | $42.9M | ||
| Q2 24 | $50.9M | $51.3M | ||
| Q1 24 | $51.6M | $47.8M |
毛利率ACLSINDB
| 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ACLSINDB
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | 21.8% | ||
| Q2 25 | 14.9% | 44.6% | ||
| Q1 25 | 15.1% | 39.3% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | 39.0% | ||
| Q2 24 | 20.6% | 48.1% | ||
| Q1 24 | 22.4% | 45.5% |
净利率ACLSINDB
| Q4 25 | 14.4% | 35.5% | ||
| Q3 25 | 12.2% | 16.8% | ||
| Q2 25 | 16.1% | 34.6% | ||
| Q1 25 | 14.8% | 30.5% | ||
| Q4 24 | 19.8% | 34.6% | ||
| Q3 24 | 18.9% | 30.3% | ||
| Q2 24 | 19.8% | 37.2% | ||
| Q1 24 | 20.4% | 34.8% |
每股收益（稀释后）ACLSINDB
| Q4 25 | $1.11 | $1.51 | ||
| Q3 25 | $0.83 | $0.69 | ||
| Q2 25 | $0.98 | $1.20 | ||
| Q1 25 | $0.88 | $1.04 | ||
| Q4 24 | $1.54 | $1.18 | ||
| Q3 24 | $1.49 | $1.01 | ||
| Q2 24 | $1.55 | $1.21 | ||
| Q1 24 | $1.57 | $1.12 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $3.6B |
| 总资产 | $1.4B | $24.9B |
| 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ACLSINDB
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — | ||
| Q1 24 | $530.2M | — |
股东权益ACLSINDB
| Q4 25 | $1.0B | $3.6B | ||
| Q3 25 | $1.0B | $3.5B | ||
| Q2 25 | $1.0B | $3.1B | ||
| Q1 25 | $1.0B | $3.0B | ||
| Q4 24 | $1.0B | $3.0B | ||
| Q3 24 | $975.6M | $3.0B | ||
| Q2 24 | $934.9M | $2.9B | ||
| Q1 24 | $901.7M | $2.9B |
总资产ACLSINDB
| Q4 25 | $1.4B | $24.9B | ||
| Q3 25 | $1.4B | $25.0B | ||
| Q2 25 | $1.3B | $20.0B | ||
| Q1 25 | $1.3B | $19.9B | ||
| Q4 24 | $1.3B | $19.4B | ||
| Q3 24 | $1.3B | $19.4B | ||
| Q2 24 | $1.3B | $19.4B | ||
| Q1 24 | $1.3B | $19.3B |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $75.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 35.5% |
| 资本支出强度资本支出/营收 | 1.0% | 1.6% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $239.0M |
8季度趋势，按日历期对齐
经营现金流ACLSINDB
| Q4 25 | $-6.6M | $78.9M | ||
| Q3 25 | $45.4M | $52.2M | ||
| Q2 25 | $39.7M | $106.7M | ||
| Q1 25 | $39.8M | $13.3M | ||
| Q4 24 | $12.8M | $42.9M | ||
| Q3 24 | $45.7M | $70.2M | ||
| Q2 24 | $40.1M | $65.6M | ||
| Q1 24 | $42.2M | $51.1M |
自由现金流ACLSINDB
| Q4 25 | $-8.9M | $75.5M | ||
| Q3 25 | $43.3M | $49.7M | ||
| Q2 25 | $37.7M | $102.5M | ||
| Q1 25 | $34.8M | $11.3M | ||
| Q4 24 | $8.1M | $36.5M | ||
| Q3 24 | $41.8M | $64.4M | ||
| Q2 24 | $38.1M | $61.9M | ||
| Q1 24 | $40.6M | $46.7M |
自由现金流率ACLSINDB
| Q4 25 | -3.7% | 35.5% | ||
| Q3 25 | 20.3% | 24.4% | ||
| Q2 25 | 19.4% | 69.5% | ||
| Q1 25 | 18.1% | 7.8% | ||
| Q4 24 | 3.2% | 25.2% | ||
| Q3 24 | 16.3% | 45.4% | ||
| Q2 24 | 14.8% | 44.9% | ||
| Q1 24 | 16.1% | 34.0% |
资本支出强度ACLSINDB
| Q4 25 | 1.0% | 1.6% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.0% | 2.9% | ||
| Q1 25 | 2.6% | 1.4% | ||
| Q4 24 | 1.8% | 4.4% | ||
| Q3 24 | 1.5% | 4.1% | ||
| Q2 24 | 0.8% | 2.7% | ||
| Q1 24 | 0.6% | 3.2% |
现金转化率ACLSINDB
| Q4 25 | -0.19× | 1.05× | ||
| Q3 25 | 1.75× | 1.52× | ||
| Q2 25 | 1.27× | 2.09× | ||
| Q1 25 | 1.39× | 0.30× | ||
| Q4 24 | 0.26× | 0.86× | ||
| Q3 24 | 0.94× | 1.64× | ||
| Q2 24 | 0.79× | 1.28× | ||
| Q1 24 | 0.82× | 1.07× |
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% |
INDB
暂无分部数据
