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AXCELIS TECHNOLOGIES INC（ACLS）与JOHNSON OUTDOORS INC（JOUT）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JOHNSON OUTDOORS INC的1.7倍（$238.3M vs $140.9M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -2.3%，领先16.7%），JOHNSON OUTDOORS INC同比增速更快（30.9% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-42.7M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -10.5%）
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。
强生户外公司（Johnson Outdoors）主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产，业务网点遍布全球24个地区，现有员工约1400人，年销售额超3.15亿美元，自1999年起由海伦·约翰逊-莱波尔德执掌公司。
ACLS vs JOUT — 直观对比
营收规模更大
ACLS
是对方的1.7倍
$140.9M
营收增速更快
JOUT
高出36.5%
-5.6%
净利率更高
ACLS
高出16.7%
-2.3%
自由现金流更多
ACLS
多$33.8M
$-42.7M
两年增速更快
ACLS
近两年复合增速
-10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $140.9M |
| 净利润 | $34.3M | $-3.3M |
| 毛利率 | 47.0% | 36.6% |
| 营业利润率 | 15.2% | -2.1% |
| 净利率 | 14.4% | -2.3% |
| 营收同比 | -5.6% | 30.9% |
| 净利润同比 | -31.3% | 78.4% |
| 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ACLSJOUT
| Q1 26 | — | $140.9M | ||
| Q4 25 | $238.3M | $135.8M | ||
| Q3 25 | $213.6M | — | ||
| Q2 25 | $194.5M | $180.7M | ||
| Q1 25 | $192.6M | $168.3M | ||
| Q4 24 | $252.4M | $107.6M | ||
| Q3 24 | $256.6M | $105.9M | ||
| Q2 24 | $256.5M | $172.5M |
净利润ACLSJOUT
| Q1 26 | — | $-3.3M | ||
| Q4 25 | $34.3M | $-29.1M | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | $7.7M | ||
| Q1 25 | $28.6M | $2.3M | ||
| Q4 24 | $50.0M | $-15.3M | ||
| Q3 24 | $48.6M | $-34.3M | ||
| Q2 24 | $50.9M | $1.6M |
毛利率ACLSJOUT
| Q1 26 | — | 36.6% | ||
| Q4 25 | 47.0% | 36.2% | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | 37.6% | ||
| Q1 25 | 46.1% | 35.0% | ||
| Q4 24 | 46.0% | 29.9% | ||
| Q3 24 | 42.9% | 23.5% | ||
| Q2 24 | 43.8% | 35.8% |
营业利润率ACLSJOUT
| Q1 26 | — | -2.1% | ||
| Q4 25 | 15.2% | -6.0% | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | 4.1% | ||
| Q1 25 | 15.1% | 2.9% | ||
| Q4 24 | 21.6% | -18.8% | ||
| Q3 24 | 18.3% | -40.4% | ||
| Q2 24 | 20.6% | -0.3% |
净利率ACLSJOUT
| Q1 26 | — | -2.3% | ||
| Q4 25 | 14.4% | -21.4% | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | 4.3% | ||
| Q1 25 | 14.8% | 1.4% | ||
| Q4 24 | 19.8% | -14.2% | ||
| Q3 24 | 18.9% | -32.4% | ||
| Q2 24 | 19.8% | 0.9% |
每股收益（稀释后）ACLSJOUT
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | — |
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 | $130.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.0B | $413.5M |
| 总资产 | $1.4B | $600.1M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ACLSJOUT
| Q1 26 | — | $130.7M | ||
| Q4 25 | $374.3M | $176.4M | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | $161.0M | ||
| Q1 25 | $587.1M | $94.0M | ||
| Q4 24 | $571.3M | $101.6M | ||
| Q3 24 | $579.4M | $162.0M | ||
| Q2 24 | $548.3M | $148.4M |
总债务ACLSJOUT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益ACLSJOUT
| Q1 26 | — | $413.5M | ||
| Q4 25 | $1.0B | $418.4M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $450.5M | ||
| Q1 25 | $1.0B | $441.1M | ||
| Q4 24 | $1.0B | $440.3M | ||
| Q3 24 | $975.6M | $463.4M | ||
| Q2 24 | $934.9M | $498.7M |
总资产ACLSJOUT
| Q1 26 | — | $600.1M | ||
| Q4 25 | $1.4B | $604.1M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $634.5M | ||
| Q1 25 | $1.3B | $624.5M | ||
| Q4 24 | $1.3B | $612.9M | ||
| Q3 24 | $1.3B | $635.2M | ||
| Q2 24 | $1.3B | $679.8M |
负债/权益比ACLSJOUT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-42.7M |
| 自由现金流率自由现金流/营收 | -3.7% | -30.3% |
| 资本支出强度资本支出/营收 | 1.0% | 3.0% |
| 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 | $38.5M |
8季度趋势，按日历期对齐
经营现金流ACLSJOUT
| Q1 26 | — | $-38.4M | ||
| Q4 25 | $-6.6M | $23.4M | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | $71.4M | ||
| Q1 25 | $39.8M | $-1.7M | ||
| Q4 24 | $12.8M | $-36.9M | ||
| Q3 24 | $45.7M | $19.1M | ||
| Q2 24 | $40.1M | $73.7M |
自由现金流ACLSJOUT
| Q1 26 | — | $-42.7M | ||
| Q4 25 | $-8.9M | $19.2M | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $66.9M | ||
| Q1 25 | $34.8M | $-5.0M | ||
| Q4 24 | $8.1M | $-41.0M | ||
| Q3 24 | $41.8M | $13.5M | ||
| Q2 24 | $38.1M | $67.4M |
自由现金流率ACLSJOUT
| Q1 26 | — | -30.3% | ||
| Q4 25 | -3.7% | 14.2% | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | 37.0% | ||
| Q1 25 | 18.1% | -2.9% | ||
| Q4 24 | 3.2% | -38.1% | ||
| Q3 24 | 16.3% | 12.8% | ||
| Q2 24 | 14.8% | 39.1% |
资本支出强度ACLSJOUT
| Q1 26 | — | 3.0% | ||
| Q4 25 | 1.0% | 3.1% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | 2.5% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 1.8% | 3.8% | ||
| Q3 24 | 1.5% | 5.3% | ||
| Q2 24 | 0.8% | 3.6% |
现金转化率ACLSJOUT
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 9.22× | ||
| Q1 25 | 1.39× | -0.72× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 45.41× |
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% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
