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AXCELIS TECHNOLOGIES INC（ACLS）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
Kosmos Energy Ltd.的季度营收约是AXCELIS TECHNOLOGIES INC的1.2倍（$294.6M vs $238.3M），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -25.9%），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
ACLS vs KOS — 直观对比
营收规模更大
KOS
是对方的1.2倍
$238.3M
营收增速更快
ACLS
高出20.3%
-25.9%
两年增速更快
ACLS
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $294.6M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -125.7% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | -25.9% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $-0.80 |
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ACLSKOS
| Q4 25 | $238.3M | $294.6M | ||
| Q3 25 | $213.6M | $311.0M | ||
| Q2 25 | $194.5M | $392.6M | ||
| Q1 25 | $192.6M | $290.1M | ||
| Q4 24 | $252.4M | $397.6M | ||
| Q3 24 | $256.6M | $407.8M | ||
| Q2 24 | $256.5M | $447.8M | ||
| Q1 24 | $252.4M | $422.3M |
净利润ACLSKOS
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-124.3M | ||
| Q2 25 | $31.4M | $-87.7M | ||
| Q1 25 | $28.6M | $-110.6M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $45.0M | ||
| Q2 24 | $50.9M | $59.8M | ||
| Q1 24 | $51.6M | $91.7M |
毛利率ACLSKOS
| 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ACLSKOS
| Q4 25 | 15.2% | -125.7% | ||
| Q3 25 | 11.7% | -34.2% | ||
| Q2 25 | 14.9% | -16.2% | ||
| Q1 25 | 15.1% | -32.4% | ||
| Q4 24 | 21.6% | -8.5% | ||
| Q3 24 | 18.3% | 26.1% | ||
| Q2 24 | 20.6% | 30.2% | ||
| Q1 24 | 22.4% | 33.6% |
净利率ACLSKOS
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -40.0% | ||
| Q2 25 | 16.1% | -22.3% | ||
| Q1 25 | 14.8% | -38.1% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 11.0% | ||
| Q2 24 | 19.8% | 13.3% | ||
| Q1 24 | 20.4% | 21.7% |
每股收益（稀释后）ACLSKOS
| Q4 25 | $1.11 | $-0.80 | ||
| Q3 25 | $0.83 | $-0.26 | ||
| Q2 25 | $0.98 | $-0.18 | ||
| Q1 25 | $0.88 | $-0.23 | ||
| Q4 24 | $1.54 | $0.00 | ||
| Q3 24 | $1.49 | $0.09 | ||
| Q2 24 | $1.55 | $0.12 | ||
| Q1 24 | $1.57 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $1.0B | $528.6M |
| 总资产 | $1.4B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资ACLSKOS
| Q4 25 | $374.3M | $91.5M | ||
| Q3 25 | $449.6M | $64.0M | ||
| Q2 25 | $549.8M | $51.7M | ||
| Q1 25 | $587.1M | $49.8M | ||
| Q4 24 | $571.3M | $85.0M | ||
| Q3 24 | $579.4M | $51.6M | ||
| Q2 24 | $548.3M | $173.8M | ||
| Q1 24 | $530.2M | $254.3M |
总债务ACLSKOS
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSKOS
| Q4 25 | $1.0B | $528.6M | ||
| Q3 25 | $1.0B | $898.8M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $975.6M | $1.2B | ||
| Q2 24 | $934.9M | $1.1B | ||
| Q1 24 | $901.7M | $1.1B |
总资产ACLSKOS
| Q4 25 | $1.4B | $4.7B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.3B | $5.2B | ||
| Q1 25 | $1.3B | $5.3B | ||
| Q4 24 | $1.3B | $5.3B | ||
| Q3 24 | $1.3B | $5.5B | ||
| Q2 24 | $1.3B | $5.4B | ||
| Q1 24 | $1.3B | $5.4B |
负债/权益比ACLSKOS
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $35.3M |
| 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ACLSKOS
| Q4 25 | $-6.6M | $35.3M | ||
| Q3 25 | $45.4M | $-27.6M | ||
| Q2 25 | $39.7M | $127.2M | ||
| Q1 25 | $39.8M | $-888.0K | ||
| Q4 24 | $12.8M | $175.7M | ||
| Q3 24 | $45.7M | $6.3M | ||
| Q2 24 | $40.1M | $223.7M | ||
| Q1 24 | $42.2M | $272.6M |
自由现金流ACLSKOS
| 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ACLSKOS
| 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ACLSKOS
| 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ACLSKOS
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 0.14× | ||
| Q2 24 | 0.79× | 3.74× | ||
| Q1 24 | 0.82× | 2.97× |
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% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
