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AXCELIS TECHNOLOGIES INC（ACLS）与JBG SMITH Properties（JBGS）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JBG SMITH Properties的1.9倍（$238.3M vs $127.6M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -35.7%，领先50.1%），JBG SMITH Properties同比增速更快（-2.5% vs -5.6%），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -6.3%）
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。
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
ACLS vs JBGS — 直观对比
营收规模更大
ACLS
是对方的1.9倍
$127.6M
营收增速更快
JBGS
高出3.1%
-5.6%
净利率更高
ACLS
高出50.1%
-35.7%
两年增速更快
ACLS
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $127.6M |
| 净利润 | $34.3M | $-45.5M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -47.5% |
| 净利率 | 14.4% | -35.7% |
| 营收同比 | -5.6% | -2.5% |
| 净利润同比 | -31.3% | 24.0% |
| 每股收益（稀释后） | $1.11 | $-0.76 |
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ACLSJBGS
| Q4 25 | $238.3M | $127.6M | ||
| Q3 25 | $213.6M | $123.9M | ||
| Q2 25 | $194.5M | $126.5M | ||
| Q1 25 | $192.6M | $120.7M | ||
| Q4 24 | $252.4M | $130.8M | ||
| Q3 24 | $256.6M | $136.0M | ||
| Q2 24 | $256.5M | $135.3M | ||
| Q1 24 | $252.4M | $145.2M |
净利润ACLSJBGS
| Q4 25 | $34.3M | $-45.5M | ||
| Q3 25 | $26.0M | $-28.6M | ||
| Q2 25 | $31.4M | $-19.2M | ||
| Q1 25 | $28.6M | $-45.7M | ||
| Q4 24 | $50.0M | $-59.9M | ||
| Q3 24 | $48.6M | $-27.0M | ||
| Q2 24 | $50.9M | $-24.4M | ||
| Q1 24 | $51.6M | $-32.3M |
毛利率ACLSJBGS
| 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% | — | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSJBGS
| Q4 25 | 15.2% | -47.5% | ||
| Q3 25 | 11.7% | -27.5% | ||
| Q2 25 | 14.9% | -18.4% | ||
| Q1 25 | 15.1% | -44.7% | ||
| Q4 24 | 21.6% | -53.6% | ||
| Q3 24 | 18.3% | -22.4% | ||
| Q2 24 | 20.6% | -24.3% | ||
| Q1 24 | 22.4% | -30.1% |
净利率ACLSJBGS
| Q4 25 | 14.4% | -35.7% | ||
| Q3 25 | 12.2% | -23.1% | ||
| Q2 25 | 16.1% | -15.2% | ||
| Q1 25 | 14.8% | -37.9% | ||
| Q4 24 | 19.8% | -45.8% | ||
| Q3 24 | 18.9% | -19.8% | ||
| Q2 24 | 19.8% | -18.0% | ||
| Q1 24 | 20.4% | -22.2% |
每股收益（稀释后）ACLSJBGS
| Q4 25 | $1.11 | $-0.76 | ||
| Q3 25 | $0.83 | $-0.48 | ||
| Q2 25 | $0.98 | $-0.29 | ||
| Q1 25 | $0.88 | $-0.56 | ||
| Q4 24 | $1.54 | $-0.70 | ||
| Q3 24 | $1.49 | $-0.32 | ||
| Q2 24 | $1.55 | $-0.27 | ||
| Q1 24 | $1.57 | $-0.36 |
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 | $75.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.2B |
| 总资产 | $1.4B | $4.4B |
| 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ACLSJBGS
| Q4 25 | $374.3M | $75.3M | ||
| Q3 25 | $449.6M | $64.4M | ||
| Q2 25 | $549.8M | $61.4M | ||
| Q1 25 | $587.1M | $81.3M | ||
| Q4 24 | $571.3M | $145.8M | ||
| Q3 24 | $579.4M | $137.0M | ||
| Q2 24 | $548.3M | $163.5M | ||
| Q1 24 | $530.2M | $220.5M |
股东权益ACLSJBGS
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $975.6M | $1.9B | ||
| Q2 24 | $934.9M | $2.0B | ||
| Q1 24 | $901.7M | $2.1B |
总资产ACLSJBGS
| Q4 25 | $1.4B | $4.4B | ||
| Q3 25 | $1.4B | $4.4B | ||
| Q2 25 | $1.3B | $4.5B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.3B | $5.0B | ||
| Q3 24 | $1.3B | $5.2B | ||
| Q2 24 | $1.3B | $5.3B | ||
| Q1 24 | $1.3B | $5.4B |
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 | $73.3M |
| 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% | — |
| 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ACLSJBGS
| Q4 25 | $-6.6M | $73.3M | ||
| Q3 25 | $45.4M | $8.9M | ||
| Q2 25 | $39.7M | $18.8M | ||
| Q1 25 | $39.8M | $12.9M | ||
| Q4 24 | $12.8M | $129.4M | ||
| Q3 24 | $45.7M | $26.4M | ||
| Q2 24 | $40.1M | $23.8M | ||
| Q1 24 | $42.2M | $37.0M |
自由现金流ACLSJBGS
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSJBGS
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSJBGS
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSJBGS
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| 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% |
JBGS
暂无分部数据
