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AXCELIS TECHNOLOGIES INC（ACLS）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$343.8M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 0.3%，领先14.1%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -5.6%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-8.9M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% 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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
ACLS vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.4倍
$238.3M
营收增速更快
JJSF
高出0.4%
-5.6%
净利率更高
ACLS
高出14.1%
0.3%
自由现金流更多
JJSF
多$25.9M
$-8.9M
两年增速更快
JJSF
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $343.8M |
| 净利润 | $34.3M | $883.0K |
| 毛利率 | 47.0% | 27.9% |
| 营业利润率 | 15.2% | 0.2% |
| 净利率 | 14.4% | 0.3% |
| 营收同比 | -5.6% | -5.2% |
| 净利润同比 | -31.3% | -82.8% |
| 每股收益（稀释后） | $1.11 | $0.05 |
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ACLSJJSF
| Q4 25 | $238.3M | $343.8M | ||
| Q3 25 | $213.6M | $410.2M | ||
| Q2 25 | $194.5M | $454.3M | ||
| Q1 25 | $192.6M | $356.1M | ||
| Q4 24 | $252.4M | $362.6M | ||
| Q3 24 | $256.6M | $426.8M | ||
| Q2 24 | $256.5M | $440.0M | ||
| Q1 24 | $252.4M | $359.7M |
净利润ACLSJJSF
| Q4 25 | $34.3M | $883.0K | ||
| Q3 25 | $26.0M | $11.4M | ||
| Q2 25 | $31.4M | $44.2M | ||
| Q1 25 | $28.6M | $4.8M | ||
| Q4 24 | $50.0M | $5.1M | ||
| Q3 24 | $48.6M | $29.6M | ||
| Q2 24 | $50.9M | $36.3M | ||
| Q1 24 | $51.6M | $13.3M |
毛利率ACLSJJSF
| Q4 25 | 47.0% | 27.9% | ||
| Q3 25 | 41.6% | 31.7% | ||
| Q2 25 | 44.9% | 33.0% | ||
| Q1 25 | 46.1% | 26.9% | ||
| Q4 24 | 46.0% | 25.9% | ||
| Q3 24 | 42.9% | 31.8% | ||
| Q2 24 | 43.8% | 33.6% | ||
| Q1 24 | 46.0% | 30.1% |
营业利润率ACLSJJSF
| Q4 25 | 15.2% | 0.2% | ||
| Q3 25 | 11.7% | 2.8% | ||
| Q2 25 | 14.9% | 13.3% | ||
| Q1 25 | 15.1% | 1.7% | ||
| Q4 24 | 21.6% | 1.7% | ||
| Q3 24 | 18.3% | 9.3% | ||
| Q2 24 | 20.6% | 11.4% | ||
| Q1 24 | 22.4% | 5.0% |
净利率ACLSJJSF
| Q4 25 | 14.4% | 0.3% | ||
| Q3 25 | 12.2% | 2.8% | ||
| Q2 25 | 16.1% | 9.7% | ||
| Q1 25 | 14.8% | 1.4% | ||
| Q4 24 | 19.8% | 1.4% | ||
| Q3 24 | 18.9% | 6.9% | ||
| Q2 24 | 19.8% | 8.3% | ||
| Q1 24 | 20.4% | 3.7% |
每股收益（稀释后）ACLSJJSF
| Q4 25 | $1.11 | $0.05 | ||
| Q3 25 | $0.83 | $0.59 | ||
| Q2 25 | $0.98 | $2.26 | ||
| Q1 25 | $0.88 | $0.25 | ||
| Q4 24 | $1.54 | $0.26 | ||
| Q3 24 | $1.49 | $1.52 | ||
| Q2 24 | $1.55 | $1.87 | ||
| Q1 24 | $1.57 | $0.69 |
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 | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $912.9M |
| 总资产 | $1.4B | $1.3B |
| 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ACLSJJSF
| Q4 25 | $374.3M | $66.8M | ||
| Q3 25 | $449.6M | $105.9M | ||
| Q2 25 | $549.8M | $77.4M | ||
| Q1 25 | $587.1M | $48.5M | ||
| Q4 24 | $571.3M | $73.6M | ||
| Q3 24 | $579.4M | $73.4M | ||
| Q2 24 | $548.3M | $64.0M | ||
| Q1 24 | $530.2M | $43.6M |
股东权益ACLSJJSF
| Q4 25 | $1.0B | $912.9M | ||
| Q3 25 | $1.0B | $966.7M | ||
| Q2 25 | $1.0B | $969.9M | ||
| Q1 25 | $1.0B | $935.0M | ||
| Q4 24 | $1.0B | $946.8M | ||
| Q3 24 | $975.6M | $957.0M | ||
| Q2 24 | $934.9M | $937.9M | ||
| Q1 24 | $901.7M | $915.7M |
总资产ACLSJJSF
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.3B | $1.3B |
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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $17.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 4.9% |
| 资本支出强度资本支出/营收 | 1.0% | 5.5% |
| 现金转化率经营现金流/净利润 | -0.19× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $83.1M |
8季度趋势，按日历期对齐
经营现金流ACLSJJSF
| Q4 25 | $-6.6M | $36.0M | ||
| Q3 25 | $45.4M | $66.4M | ||
| Q2 25 | $39.7M | $51.2M | ||
| Q1 25 | $39.8M | $12.3M | ||
| Q4 24 | $12.8M | $35.2M | ||
| Q3 24 | $45.7M | $46.3M | ||
| Q2 24 | $40.1M | $65.0M | ||
| Q1 24 | $42.2M | $12.7M |
自由现金流ACLSJJSF
| Q4 25 | $-8.9M | $17.0M | ||
| Q3 25 | $43.3M | $44.8M | ||
| Q2 25 | $37.7M | $28.5M | ||
| Q1 25 | $34.8M | $-7.2M | ||
| Q4 24 | $8.1M | $16.1M | ||
| Q3 24 | $41.8M | $29.1M | ||
| Q2 24 | $38.1M | $45.3M | ||
| Q1 24 | $40.6M | $-4.0M |
自由现金流率ACLSJJSF
| Q4 25 | -3.7% | 4.9% | ||
| Q3 25 | 20.3% | 10.9% | ||
| Q2 25 | 19.4% | 6.3% | ||
| Q1 25 | 18.1% | -2.0% | ||
| Q4 24 | 3.2% | 4.4% | ||
| Q3 24 | 16.3% | 6.8% | ||
| Q2 24 | 14.8% | 10.3% | ||
| Q1 24 | 16.1% | -1.1% |
资本支出强度ACLSJJSF
| Q4 25 | 1.0% | 5.5% | ||
| Q3 25 | 0.9% | 5.3% | ||
| Q2 25 | 1.0% | 5.0% | ||
| Q1 25 | 2.6% | 5.5% | ||
| Q4 24 | 1.8% | 5.3% | ||
| Q3 24 | 1.5% | 4.0% | ||
| Q2 24 | 0.8% | 4.5% | ||
| Q1 24 | 0.6% | 4.6% |
现金转化率ACLSJJSF
| Q4 25 | -0.19× | 40.73× | ||
| Q3 25 | 1.75× | 5.84× | ||
| Q2 25 | 1.27× | 1.16× | ||
| Q1 25 | 1.39× | 2.55× | ||
| Q4 24 | 0.26× | 6.84× | ||
| Q3 24 | 0.94× | 1.56× | ||
| Q2 24 | 0.79× | 1.79× | ||
| Q1 24 | 0.82× | 0.96× |
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
