vs
AXCELIS TECHNOLOGIES INC（ACLS）与null（JACK）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$349.5M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -0.7%，领先15.1%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -25.5%），null自由现金流更多（$7.3M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -18.6%）
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。
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
ACLS vs JACK — 直观对比
营收规模更大
JACK
是对方的1.5倍
$238.3M
营收增速更快
ACLS
高出20.0%
-25.5%
净利率更高
ACLS
高出15.1%
-0.7%
自由现金流更多
JACK
多$16.2M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-18.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $349.5M |
| 净利润 | $34.3M | $-2.5M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 13.3% |
| 净利率 | 14.4% | -0.7% |
| 营收同比 | -5.6% | -25.5% |
| 净利润同比 | -31.3% | -107.3% |
| 每股收益（稀释后） | $1.11 | $-0.13 |
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ACLSJACK
| Q1 26 | — | $349.5M | ||
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | — | ||
| Q2 25 | $194.5M | $336.7M | ||
| Q1 25 | $192.6M | $371.1M | ||
| Q4 24 | $252.4M | — | ||
| Q3 24 | $256.6M | — | ||
| Q2 24 | $256.5M | $365.3M |
净利润ACLSJACK
| Q1 26 | — | $-2.5M | ||
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | $-142.2M | ||
| Q1 25 | $28.6M | $33.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | — | ||
| Q2 24 | $50.9M | $25.0M |
毛利率ACLSJACK
| 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ACLSJACK
| Q1 26 | — | 13.3% | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | -46.7% | ||
| Q1 25 | 15.1% | 19.0% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | — | ||
| Q2 24 | 20.6% | 14.8% |
净利率ACLSJACK
| Q1 26 | — | -0.7% | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | -42.2% | ||
| Q1 25 | 14.8% | 9.1% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | — | ||
| Q2 24 | 19.8% | 6.8% |
每股收益（稀释后）ACLSJACK
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | $-7.47 | ||
| Q1 25 | $0.88 | $1.75 | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | $1.26 |
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 | — | $1.6B |
| 股东权益账面价值 | $1.0B | $-936.0M |
| 总资产 | $1.4B | $2.0B |
| 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ACLSJACK
| Q1 26 | — | — | ||
| 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 | — |
总债务ACLSJACK
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $1.7B |
股东权益ACLSJACK
| Q1 26 | — | $-936.0M | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $-976.2M | ||
| Q1 25 | $1.0B | $-827.1M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $975.6M | — | ||
| Q2 24 | $934.9M | $-702.6M |
总资产ACLSJACK
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $2.8B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | $2.9B |
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 | $30.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $7.3M |
| 自由现金流率自由现金流/营收 | -3.7% | 2.1% |
| 资本支出强度资本支出/营收 | 1.0% | 6.6% |
| 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 | $34.8M |
8季度趋势，按日历期对齐
经营现金流ACLSJACK
| Q1 26 | — | $30.5M | ||
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | $-36.8M | ||
| Q1 25 | $39.8M | $105.7M | ||
| Q4 24 | $12.8M | — | ||
| Q3 24 | $45.7M | — | ||
| Q2 24 | $40.1M | $16.7M |
自由现金流ACLSJACK
| Q1 26 | — | $7.3M | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $-63.2M | ||
| Q1 25 | $34.8M | $84.4M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | $6.4M |
自由现金流率ACLSJACK
| Q1 26 | — | 2.1% | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | -18.8% | ||
| Q1 25 | 18.1% | 22.7% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | 1.8% |
资本支出强度ACLSJACK
| Q1 26 | — | 6.6% | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | 7.9% | ||
| Q1 25 | 2.6% | 5.7% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | 2.8% |
现金转化率ACLSJACK
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | 3.14× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 0.67× |
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% |
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
