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AXCELIS TECHNOLOGIES INC（ACLS）与Indivior Pharmaceuticals, Inc.（INDV）财务数据对比。点击上方公司名可切换其他公司
Indivior Pharmaceuticals, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$357.0M vs $238.3M），Indivior Pharmaceuticals, Inc.净利率更高（28.9% vs 14.4%，领先14.5%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-245.0M）
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。
Indivior是一家全球专科制药企业，专注于开发和商业化针对阿片类物质使用障碍、酒精依赖及相关精神健康疾病的循证治疗方案，核心市场覆盖北美与欧洲，旗下多款获批疗法服务于医疗需求未被充分满足的患者群体。
ACLS vs INDV — 直观对比
营收规模更大
INDV
是对方的1.5倍
$238.3M
净利率更高
INDV
高出14.5%
14.4%
自由现金流更多
ACLS
多$236.1M
$-245.0M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $357.0M |
| 净利润 | $34.3M | $103.0M |
| 毛利率 | 47.0% | 82.1% |
| 营业利润率 | 15.2% | 22.7% |
| 净利率 | 14.4% | 28.9% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | 390.5% |
| 每股收益（稀释后） | $1.11 | $0.79 |
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ACLSINDV
| Q4 25 | $238.3M | $357.0M | ||
| Q3 25 | $213.6M | $314.0M | ||
| Q2 25 | $194.5M | $302.0M | ||
| Q1 25 | $192.6M | $266.0M | ||
| Q4 24 | $252.4M | — | ||
| Q3 24 | $256.6M | $307.0M | ||
| Q2 24 | $256.5M | $299.0M | ||
| Q1 24 | $252.4M | — |
净利润ACLSINDV
| Q4 25 | $34.3M | $103.0M | ||
| Q3 25 | $26.0M | $42.0M | ||
| Q2 25 | $31.4M | $18.0M | ||
| Q1 25 | $28.6M | $47.0M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $22.0M | ||
| Q2 24 | $50.9M | $-97.0M | ||
| Q1 24 | $51.6M | — |
毛利率ACLSINDV
| Q4 25 | 47.0% | 82.1% | ||
| Q3 25 | 41.6% | 73.2% | ||
| Q2 25 | 44.9% | 82.8% | ||
| Q1 25 | 46.1% | 83.1% | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | 78.5% | ||
| Q2 24 | 43.8% | 73.6% | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSINDV
| Q4 25 | 15.2% | 22.7% | ||
| Q3 25 | 11.7% | 13.7% | ||
| Q2 25 | 14.9% | 23.8% | ||
| Q1 25 | 15.1% | 24.8% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | 11.4% | ||
| Q2 24 | 20.6% | -39.5% | ||
| Q1 24 | 22.4% | — |
净利率ACLSINDV
| Q4 25 | 14.4% | 28.9% | ||
| Q3 25 | 12.2% | 13.4% | ||
| Q2 25 | 16.1% | 6.0% | ||
| Q1 25 | 14.8% | 17.7% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 7.2% | ||
| Q2 24 | 19.8% | -32.4% | ||
| Q1 24 | 20.4% | — |
每股收益（稀释后）ACLSINDV
| Q4 25 | $1.11 | $0.79 | ||
| Q3 25 | $0.83 | $0.33 | ||
| Q2 25 | $0.98 | $0.14 | ||
| Q1 25 | $0.88 | $0.38 | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | $0.16 | ||
| Q2 24 | $1.55 | $-0.72 | ||
| Q1 24 | $1.57 | — |
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 | $195.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $-98.0M |
| 总资产 | $1.4B | $1.2B |
| 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ACLSINDV
| Q4 25 | $374.3M | $195.0M | ||
| Q3 25 | $449.6M | $445.0M | ||
| Q2 25 | $549.8M | $510.0M | ||
| Q1 25 | $587.1M | $373.0M | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — | ||
| Q1 24 | $530.2M | — |
股东权益ACLSINDV
| Q4 25 | $1.0B | $-98.0M | ||
| Q3 25 | $1.0B | $-207.0M | ||
| Q2 25 | $1.0B | $-257.0M | ||
| Q1 25 | $1.0B | $-285.0M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $975.6M | $-310.0M | ||
| Q2 24 | $934.9M | $-281.0M | ||
| Q1 24 | $901.7M | — |
总资产ACLSINDV
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
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 | $-221.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-245.0M |
| 自由现金流率自由现金流/营收 | -3.7% | -68.6% |
| 资本支出强度资本支出/营收 | 1.0% | 6.7% |
| 现金转化率经营现金流/净利润 | -0.19× | -2.15× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $-93.0M |
8季度趋势，按日历期对齐
经营现金流ACLSINDV
| Q4 25 | $-6.6M | $-221.0M | ||
| Q3 25 | $45.4M | $-39.0M | ||
| Q2 25 | $39.7M | $158.0M | ||
| Q1 25 | $39.8M | $75.0M | ||
| Q4 24 | $12.8M | — | ||
| Q3 24 | $45.7M | $2.0M | ||
| Q2 24 | $40.1M | $88.0M | ||
| Q1 24 | $42.2M | — |
自由现金流ACLSINDV
| Q4 25 | $-8.9M | $-245.0M | ||
| Q3 25 | $43.3M | $-59.0M | ||
| Q2 25 | $37.7M | $141.0M | ||
| Q1 25 | $34.8M | $70.0M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $-5.0M | ||
| Q2 24 | $38.1M | $84.0M | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSINDV
| Q4 25 | -3.7% | -68.6% | ||
| Q3 25 | 20.3% | -18.8% | ||
| Q2 25 | 19.4% | 46.7% | ||
| Q1 25 | 18.1% | 26.3% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | -1.6% | ||
| Q2 24 | 14.8% | 28.1% | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSINDV
| Q4 25 | 1.0% | 6.7% | ||
| Q3 25 | 0.9% | 6.4% | ||
| Q2 25 | 1.0% | 5.6% | ||
| Q1 25 | 2.6% | 1.9% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 2.3% | ||
| Q2 24 | 0.8% | 1.3% | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSINDV
| Q4 25 | -0.19× | -2.15× | ||
| Q3 25 | 1.75× | -0.93× | ||
| Q2 25 | 1.27× | 8.78× | ||
| Q1 25 | 1.39× | 1.60× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 0.09× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | — |
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% |
INDV
| Sublocade | $233.0M | 65% |
| Sublingual And Other | $69.0M | 19% |
| Other | $49.0M | 14% |
| Perseris | $6.0M | 2% |
