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AXCELIS TECHNOLOGIES INC（ACLS）与铱星通信（IRDM）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是铱星通信的1.1倍（$238.3M vs $219.1M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 9.9%，领先4.5%），铱星通信同比增速更快（1.9% vs -5.6%），过去两年铱星通信的营收复合增速更高（4.4% 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。
铱星通信是一家总部位于美国弗吉尼亚州麦克莱恩的上市企业，运营着由80颗卫星组成的铱星星座，其中66颗为工作星，14颗为在轨备用星。其卫星网络支持手持卫星电话、卫星通信终端及集成收发设备实现全球范围的语音和数据传输，还可提供双向卫星消息服务，满足全球各场景的通信需求。
ACLS vs IRDM — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$219.1M
营收增速更快
IRDM
高出7.5%
-5.6%
净利率更高
ACLS
高出4.5%
9.9%
两年增速更快
IRDM
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $219.1M |
| 净利润 | $34.3M | $21.6M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 23.2% |
| 净利率 | 14.4% | 9.9% |
| 营收同比 | -5.6% | 1.9% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | — |
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ACLSIRDM
| Q1 26 | — | $219.1M | ||
| Q4 25 | $238.3M | $212.9M | ||
| Q3 25 | $213.6M | $226.9M | ||
| Q2 25 | $194.5M | $216.9M | ||
| Q1 25 | $192.6M | $214.9M | ||
| Q4 24 | $252.4M | $213.0M | ||
| Q3 24 | $256.6M | $212.8M | ||
| Q2 24 | $256.5M | $201.1M |
净利润ACLSIRDM
| Q1 26 | — | $21.6M | ||
| Q4 25 | $34.3M | $24.9M | ||
| Q3 25 | $26.0M | $37.1M | ||
| Q2 25 | $31.4M | $22.0M | ||
| Q1 25 | $28.6M | $30.4M | ||
| Q4 24 | $50.0M | $36.3M | ||
| Q3 24 | $48.6M | $24.4M | ||
| Q2 24 | $50.9M | $32.3M |
毛利率ACLSIRDM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ACLSIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 15.2% | 25.9% | ||
| Q3 25 | 11.7% | 30.9% | ||
| Q2 25 | 14.9% | 23.2% | ||
| Q1 25 | 15.1% | 28.1% | ||
| Q4 24 | 21.6% | 24.5% | ||
| Q3 24 | 18.3% | 25.8% | ||
| Q2 24 | 20.6% | 21.7% |
净利率ACLSIRDM
| Q1 26 | — | 9.9% | ||
| Q4 25 | 14.4% | 11.7% | ||
| Q3 25 | 12.2% | 16.4% | ||
| Q2 25 | 16.1% | 10.1% | ||
| Q1 25 | 14.8% | 14.2% | ||
| Q4 24 | 19.8% | 17.1% | ||
| Q3 24 | 18.9% | 11.5% | ||
| Q2 24 | 19.8% | 16.1% |
每股收益（稀释后）ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $0.24 | ||
| Q3 25 | $0.83 | $0.35 | ||
| Q2 25 | $0.98 | $0.20 | ||
| Q1 25 | $0.88 | $0.27 | ||
| Q4 24 | $1.54 | $0.30 | ||
| Q3 24 | $1.49 | $0.21 | ||
| Q2 24 | $1.55 | $0.27 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $1.4B | — |
| 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ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | $96.5M | ||
| Q3 25 | $449.6M | $88.5M | ||
| Q2 25 | $549.8M | $79.3M | ||
| Q1 25 | $587.1M | $50.9M | ||
| Q4 24 | $571.3M | $93.5M | ||
| Q3 24 | $579.4M | $159.6M | ||
| Q2 24 | $548.3M | $63.5M |
总债务ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $462.6M | ||
| Q3 25 | $1.0B | $450.5M | ||
| Q2 25 | $1.0B | $473.6M | ||
| Q1 25 | $1.0B | $518.4M | ||
| Q4 24 | $1.0B | $576.6M | ||
| Q3 24 | $975.6M | $663.8M | ||
| Q2 24 | $934.9M | $786.7M |
总资产ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $2.5B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $2.6B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.7B |
负债/权益比ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | 3.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.05× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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% | 13.7% |
| 现金转化率经营现金流/净利润 | -0.19× | — |
| 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ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $108.6M | ||
| Q3 25 | $45.4M | $100.8M | ||
| Q2 25 | $39.7M | $129.6M | ||
| Q1 25 | $39.8M | $61.1M | ||
| Q4 24 | $12.8M | $104.8M | ||
| Q3 24 | $45.7M | $118.6M | ||
| Q2 24 | $40.1M | $81.1M |
自由现金流ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $75.1M | ||
| Q3 25 | $43.3M | $79.2M | ||
| Q2 25 | $37.7M | $108.9M | ||
| Q1 25 | $34.8M | $36.5M | ||
| Q4 24 | $8.1M | $80.5M | ||
| Q3 24 | $41.8M | $100.0M | ||
| Q2 24 | $38.1M | $68.7M |
自由现金流率ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 35.3% | ||
| Q3 25 | 20.3% | 34.9% | ||
| Q2 25 | 19.4% | 50.2% | ||
| Q1 25 | 18.1% | 17.0% | ||
| Q4 24 | 3.2% | 37.8% | ||
| Q3 24 | 16.3% | 47.0% | ||
| Q2 24 | 14.8% | 34.2% |
资本支出强度ACLSIRDM
| Q1 26 | — | 13.7% | ||
| Q4 25 | 1.0% | 15.7% | ||
| Q3 25 | 0.9% | 9.5% | ||
| Q2 25 | 1.0% | 9.5% | ||
| Q1 25 | 2.6% | 11.4% | ||
| Q4 24 | 1.8% | 11.4% | ||
| Q3 24 | 1.5% | 8.7% | ||
| Q2 24 | 0.8% | 6.2% |
现金转化率ACLSIRDM
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 4.37× | ||
| Q3 25 | 1.75× | 2.71× | ||
| Q2 25 | 1.27× | 5.90× | ||
| Q1 25 | 1.39× | 2.01× | ||
| Q4 24 | 0.26× | 2.88× | ||
| Q3 24 | 0.94× | 4.85× | ||
| Q2 24 | 0.79× | 2.51× |
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% |
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
