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AXCELIS TECHNOLOGIES INC（ACLS）与INTERPARFUMS INC（IPAR）财务数据对比。点击上方公司名可切换其他公司
INTERPARFUMS INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$386.2M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 7.3%，领先7.1%），INTERPARFUMS INC同比增速更快（6.8% vs -5.6%），INTERPARFUMS INC自由现金流更多（$145.0M vs $-8.9M），过去两年INTERPARFUMS INC的营收复合增速更高（9.2% 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。
Inter Parfums Inc是全球知名的高端香水企业，开发、生产并销售多款授权香水、身体护理及相关美妆产品，与多家顶级奢侈时尚生活方式品牌合作推出联名香氛系列，产品覆盖全球主要市场，通过百货、美妆专营店及官方电商渠道触达消费者。
ACLS vs IPAR — 直观对比
营收规模更大
IPAR
是对方的1.6倍
$238.3M
营收增速更快
IPAR
高出12.4%
-5.6%
净利率更高
ACLS
高出7.1%
7.3%
自由现金流更多
IPAR
多$153.9M
$-8.9M
两年增速更快
IPAR
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $386.2M |
| 净利润 | $34.3M | $28.1M |
| 毛利率 | 47.0% | 61.5% |
| 营业利润率 | 15.2% | 7.1% |
| 净利率 | 14.4% | 7.3% |
| 营收同比 | -5.6% | 6.8% |
| 净利润同比 | -31.3% | 16.0% |
| 每股收益（稀释后） | $1.11 | $0.88 |
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ACLSIPAR
| Q4 25 | $238.3M | $386.2M | ||
| Q3 25 | $213.6M | $429.6M | ||
| Q2 25 | $194.5M | $333.9M | ||
| Q1 25 | $192.6M | $338.8M | ||
| Q4 24 | $252.4M | $361.5M | ||
| Q3 24 | $256.6M | $424.6M | ||
| Q2 24 | $256.5M | $342.2M | ||
| Q1 24 | $252.4M | $324.0M |
净利润ACLSIPAR
| Q4 25 | $34.3M | $28.1M | ||
| Q3 25 | $26.0M | $65.8M | ||
| Q2 25 | $31.4M | $32.0M | ||
| Q1 25 | $28.6M | $42.5M | ||
| Q4 24 | $50.0M | $24.2M | ||
| Q3 24 | $48.6M | $62.3M | ||
| Q2 24 | $50.9M | $36.8M | ||
| Q1 24 | $51.6M | $41.0M |
毛利率ACLSIPAR
| Q4 25 | 47.0% | 61.5% | ||
| Q3 25 | 41.6% | 63.5% | ||
| Q2 25 | 44.9% | 66.2% | ||
| Q1 25 | 46.1% | 63.7% | ||
| Q4 24 | 46.0% | 64.5% | ||
| Q3 24 | 42.9% | 63.9% | ||
| Q2 24 | 43.8% | 64.5% | ||
| Q1 24 | 46.0% | 62.5% |
营业利润率ACLSIPAR
| Q4 25 | 15.2% | 7.1% | ||
| Q3 25 | 11.7% | 25.3% | ||
| Q2 25 | 14.9% | 17.7% | ||
| Q1 25 | 15.1% | 22.2% | ||
| Q4 24 | 21.6% | 10.0% | ||
| Q3 24 | 18.3% | 25.0% | ||
| Q2 24 | 20.6% | 18.9% | ||
| Q1 24 | 22.4% | 21.0% |
净利率ACLSIPAR
| Q4 25 | 14.4% | 7.3% | ||
| Q3 25 | 12.2% | 15.3% | ||
| Q2 25 | 16.1% | 9.6% | ||
| Q1 25 | 14.8% | 12.5% | ||
| Q4 24 | 19.8% | 6.7% | ||
| Q3 24 | 18.9% | 14.7% | ||
| Q2 24 | 19.8% | 10.8% | ||
| Q1 24 | 20.4% | 12.7% |
每股收益（稀释后）ACLSIPAR
| Q4 25 | $1.11 | $0.88 | ||
| Q3 25 | $0.83 | $2.05 | ||
| Q2 25 | $0.98 | $0.99 | ||
| Q1 25 | $0.88 | $1.32 | ||
| Q4 24 | $1.54 | $0.78 | ||
| Q3 24 | $1.49 | $1.93 | ||
| Q2 24 | $1.55 | $1.14 | ||
| Q1 24 | $1.57 | $1.27 |
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 | $137.1M |
| 总债务越低越好 | — | $176.0M |
| 股东权益账面价值 | $1.0B | $880.7M |
| 总资产 | $1.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资ACLSIPAR
| Q4 25 | $374.3M | $137.1M | ||
| Q3 25 | $449.6M | $77.5M | ||
| Q2 25 | $549.8M | $53.9M | ||
| Q1 25 | $587.1M | $75.3M | ||
| Q4 24 | $571.3M | $109.3M | ||
| Q3 24 | $579.4M | $78.8M | ||
| Q2 24 | $548.3M | $37.7M | ||
| Q1 24 | $530.2M | $76.1M |
总债务ACLSIPAR
| Q4 25 | — | $176.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $157.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSIPAR
| Q4 25 | $1.0B | $880.7M | ||
| Q3 25 | $1.0B | $870.9M | ||
| Q2 25 | $1.0B | $839.4M | ||
| Q1 25 | $1.0B | $788.6M | ||
| Q4 24 | $1.0B | $744.9M | ||
| Q3 24 | $975.6M | $778.5M | ||
| Q2 24 | $934.9M | $717.1M | ||
| Q1 24 | $901.7M | $708.1M |
总资产ACLSIPAR
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.3B | $1.3B |
负债/权益比ACLSIPAR
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $146.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $145.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 37.5% |
| 资本支出强度资本支出/营收 | 1.0% | 0.4% |
| 现金转化率经营现金流/净利润 | -0.19× | 5.21× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $190.5M |
8季度趋势，按日历期对齐
经营现金流ACLSIPAR
| Q4 25 | $-6.6M | $146.5M | ||
| Q3 25 | $45.4M | $63.9M | ||
| Q2 25 | $39.7M | $11.9M | ||
| Q1 25 | $39.8M | $-7.4M | ||
| Q4 24 | $12.8M | $138.0M | ||
| Q3 24 | $45.7M | $76.1M | ||
| Q2 24 | $40.1M | $25.5M | ||
| Q1 24 | $42.2M | $-52.0M |
自由现金流ACLSIPAR
| Q4 25 | $-8.9M | $145.0M | ||
| Q3 25 | $43.3M | $57.6M | ||
| Q2 25 | $37.7M | $-3.3M | ||
| Q1 25 | $34.8M | $-8.8M | ||
| Q4 24 | $8.1M | $136.1M | ||
| Q3 24 | $41.8M | $75.4M | ||
| Q2 24 | $38.1M | $24.4M | ||
| Q1 24 | $40.6M | $-53.0M |
自由现金流率ACLSIPAR
| Q4 25 | -3.7% | 37.5% | ||
| Q3 25 | 20.3% | 13.4% | ||
| Q2 25 | 19.4% | -1.0% | ||
| Q1 25 | 18.1% | -2.6% | ||
| Q4 24 | 3.2% | 37.7% | ||
| Q3 24 | 16.3% | 17.8% | ||
| Q2 24 | 14.8% | 7.1% | ||
| Q1 24 | 16.1% | -16.4% |
资本支出强度ACLSIPAR
| Q4 25 | 1.0% | 0.4% | ||
| Q3 25 | 0.9% | 1.5% | ||
| Q2 25 | 1.0% | 4.5% | ||
| Q1 25 | 2.6% | 0.4% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 0.2% | ||
| Q2 24 | 0.8% | 0.3% | ||
| Q1 24 | 0.6% | 0.3% |
现金转化率ACLSIPAR
| Q4 25 | -0.19× | 5.21× | ||
| Q3 25 | 1.75× | 0.97× | ||
| Q2 25 | 1.27× | 0.37× | ||
| Q1 25 | 1.39× | -0.17× | ||
| Q4 24 | 0.26× | 5.69× | ||
| Q3 24 | 0.94× | 1.22× | ||
| Q2 24 | 0.79× | 0.69× | ||
| Q1 24 | 0.82× | -1.27× |
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% |
IPAR
| European Based Operations | $232.7M | 60% |
| United States Based Operations | $155.2M | 40% |
