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AXCELIS TECHNOLOGIES INC（ACLS）与INNOSPEC INC.（IOSP）财务数据对比。点击上方公司名可切换其他公司
INNOSPEC INC.的季度营收约是AXCELIS TECHNOLOGIES INC的1.9倍（$453.2M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 6.8%，领先7.6%），INNOSPEC INC.同比增速更快（2.8% vs -5.6%），过去两年INNOSPEC INC.的营收复合增速更高（2.1% 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。
Innospec Inc.是一家美国特种化学品企业，前身为奥克泰尔公司及联合奥克泰尔有限公司，旗下设有三大业务板块：高性能化学品业务覆盖个人护理、家居护理、农化、采矿及工业市场；燃料特种化学品业务专注于生产和供应燃油添加剂；油田服务业务则提供钻井、完井及采油相关化学品。
ACLS vs IOSP — 直观对比
营收规模更大
IOSP
是对方的1.9倍
$238.3M
营收增速更快
IOSP
高出8.4%
-5.6%
净利率更高
ACLS
高出7.6%
6.8%
两年增速更快
IOSP
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $453.2M |
| 净利润 | $34.3M | $30.8M |
| 毛利率 | 47.0% | 27.3% |
| 营业利润率 | 15.2% | 8.1% |
| 净利率 | 14.4% | 6.8% |
| 营收同比 | -5.6% | 2.8% |
| 净利润同比 | -31.3% | -8.3% |
| 每股收益（稀释后） | $1.11 | $1.22 |
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ACLSIOSP
| Q1 26 | — | $453.2M | ||
| Q4 25 | $238.3M | $455.6M | ||
| Q3 25 | $213.6M | $441.9M | ||
| Q2 25 | $194.5M | $439.7M | ||
| Q1 25 | $192.6M | $440.8M | ||
| Q4 24 | $252.4M | $466.8M | ||
| Q3 24 | $256.6M | $443.4M | ||
| Q2 24 | $256.5M | $435.0M |
净利润ACLSIOSP
| Q1 26 | — | $30.8M | ||
| Q4 25 | $34.3M | $47.4M | ||
| Q3 25 | $26.0M | $12.9M | ||
| Q2 25 | $31.4M | $23.5M | ||
| Q1 25 | $28.6M | $32.8M | ||
| Q4 24 | $50.0M | $-70.4M | ||
| Q3 24 | $48.6M | $33.4M | ||
| Q2 24 | $50.9M | $31.2M |
毛利率ACLSIOSP
| Q1 26 | — | 27.3% | ||
| Q4 25 | 47.0% | 28.0% | ||
| Q3 25 | 41.6% | 26.4% | ||
| Q2 25 | 44.9% | 28.0% | ||
| Q1 25 | 46.1% | 28.4% | ||
| Q4 24 | 46.0% | 29.2% | ||
| Q3 24 | 42.9% | 28.0% | ||
| Q2 24 | 43.8% | 29.2% |
营业利润率ACLSIOSP
| Q1 26 | — | 8.1% | ||
| Q4 25 | 15.2% | 10.3% | ||
| Q3 25 | 11.7% | 1.3% | ||
| Q2 25 | 14.9% | 7.8% | ||
| Q1 25 | 15.1% | 9.6% | ||
| Q4 24 | 21.6% | 8.8% | ||
| Q3 24 | 18.3% | 10.3% | ||
| Q2 24 | 20.6% | 9.4% |
净利率ACLSIOSP
| Q1 26 | — | 6.8% | ||
| Q4 25 | 14.4% | 10.4% | ||
| Q3 25 | 12.2% | 2.9% | ||
| Q2 25 | 16.1% | 5.3% | ||
| Q1 25 | 14.8% | 7.4% | ||
| Q4 24 | 19.8% | -15.1% | ||
| Q3 24 | 18.9% | 7.5% | ||
| Q2 24 | 19.8% | 7.2% |
每股收益（稀释后）ACLSIOSP
| Q1 26 | — | $1.22 | ||
| Q4 25 | $1.11 | $1.90 | ||
| Q3 25 | $0.83 | $0.52 | ||
| Q2 25 | $0.98 | $0.94 | ||
| Q1 25 | $0.88 | $1.31 | ||
| Q4 24 | $1.54 | $-2.80 | ||
| Q3 24 | $1.49 | $1.33 | ||
| Q2 24 | $1.55 | $1.24 |
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 | $289.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.4B |
| 总资产 | $1.4B | $1.8B |
| 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ACLSIOSP
| Q1 26 | — | $289.1M | ||
| Q4 25 | $374.3M | $292.5M | ||
| Q3 25 | $449.6M | $270.8M | ||
| Q2 25 | $549.8M | $266.6M | ||
| Q1 25 | $587.1M | $299.8M | ||
| Q4 24 | $571.3M | $289.2M | ||
| Q3 24 | $579.4M | $303.8M | ||
| Q2 24 | $548.3M | $240.2M |
股东权益ACLSIOSP
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $975.6M | $1.2B | ||
| Q2 24 | $934.9M | $1.2B |
总资产ACLSIOSP
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.7B |
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 | $17.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | — |
| 自由现金流率自由现金流/营收 | -3.7% | — |
| 资本支出强度资本支出/营收 | 1.0% | 2.0% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.57× |
| 过去12个月自由现金流最近4个季度 | $107.0M | — |
8季度趋势，按日历期对齐
经营现金流ACLSIOSP
| Q1 26 | — | $17.6M | ||
| Q4 25 | $-6.6M | $61.4M | ||
| Q3 25 | $45.4M | $39.3M | ||
| Q2 25 | $39.7M | $9.3M | ||
| Q1 25 | $39.8M | $28.3M | ||
| Q4 24 | $12.8M | $25.7M | ||
| Q3 24 | $45.7M | $73.5M | ||
| Q2 24 | $40.1M | $4.7M |
自由现金流ACLSIOSP
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $46.8M | ||
| Q3 25 | $43.3M | $25.0M | ||
| Q2 25 | $37.7M | $-3.7M | ||
| Q1 25 | $34.8M | $19.9M | ||
| Q4 24 | $8.1M | $13.6M | ||
| Q3 24 | $41.8M | $65.8M | ||
| Q2 24 | $38.1M | $-6.2M |
自由现金流率ACLSIOSP
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 10.3% | ||
| Q3 25 | 20.3% | 5.7% | ||
| Q2 25 | 19.4% | -0.8% | ||
| Q1 25 | 18.1% | 4.5% | ||
| Q4 24 | 3.2% | 2.9% | ||
| Q3 24 | 16.3% | 14.8% | ||
| Q2 24 | 14.8% | -1.4% |
资本支出强度ACLSIOSP
| Q1 26 | — | 2.0% | ||
| Q4 25 | 1.0% | 3.2% | ||
| Q3 25 | 0.9% | 3.2% | ||
| Q2 25 | 1.0% | 3.0% | ||
| Q1 25 | 2.6% | 1.9% | ||
| Q4 24 | 1.8% | 2.6% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 0.8% | 2.5% |
现金转化率ACLSIOSP
| Q1 26 | — | 0.57× | ||
| Q4 25 | -0.19× | 1.30× | ||
| Q3 25 | 1.75× | 3.05× | ||
| Q2 25 | 1.27× | 0.40× | ||
| Q1 25 | 1.39× | 0.86× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 2.20× | ||
| Q2 24 | 0.79× | 0.15× |
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% |
IOSP
暂无分部数据
