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AXCELIS TECHNOLOGIES INC（ACLS）与Liberty Broadband Corp（LBRDA）财务数据对比。点击上方公司名可切换其他公司
Liberty Broadband Corp的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$261.0M vs $238.3M），Liberty Broadband Corp净利率更高（146.7% vs 14.4%，领先132.4%），Liberty Broadband Corp同比增速更快（6.1% vs -5.6%），Liberty Broadband Corp自由现金流更多（$37.0M vs $-8.9M），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% 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。
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
ACLS vs LBRDA — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $261.0M |
| 净利润 | $34.3M | $383.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 15.7% |
| 净利率 | 14.4% | 146.7% |
| 营收同比 | -5.6% | 6.1% |
| 净利润同比 | -31.3% | 96.4% |
| 每股收益（稀释后） | $1.11 | $2.68 |
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
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | — | ||
| Q2 25 | $194.5M | $261.0M | ||
| Q1 25 | $192.6M | $266.0M | ||
| Q4 24 | $252.4M | $263.0M | ||
| Q3 24 | $256.6M | $262.0M | ||
| Q2 24 | $256.5M | $246.0M | ||
| Q1 24 | $252.4M | $245.0M |
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | $383.0M | ||
| Q1 25 | $28.6M | $268.0M | ||
| Q4 24 | $50.0M | $291.0M | ||
| Q3 24 | $48.6M | $142.0M | ||
| Q2 24 | $50.9M | $195.0M | ||
| Q1 24 | $51.6M | $241.0M |
| 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% | — |
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | 15.7% | ||
| Q1 25 | 15.1% | 16.2% | ||
| Q4 24 | 21.6% | 4.9% | ||
| Q3 24 | 18.3% | 11.5% | ||
| Q2 24 | 20.6% | 8.5% | ||
| Q1 24 | 22.4% | 11.4% |
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | 146.7% | ||
| Q1 25 | 14.8% | 100.8% | ||
| Q4 24 | 19.8% | 110.6% | ||
| Q3 24 | 18.9% | 54.2% | ||
| Q2 24 | 19.8% | 79.3% | ||
| Q1 24 | 20.4% | 98.4% |
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | $2.68 | ||
| Q1 25 | $0.88 | $1.87 | ||
| Q4 24 | $1.54 | $2.04 | ||
| Q3 24 | $1.49 | $0.99 | ||
| Q2 24 | $1.55 | $1.36 | ||
| Q1 24 | $1.57 | $1.69 |
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 | $180.0M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $1.0B | $10.4B |
| 总资产 | $1.4B | $16.6B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | $180.0M | ||
| Q1 25 | $587.1M | $226.0M | ||
| Q4 24 | $571.3M | $163.0M | ||
| Q3 24 | $579.4M | $168.0M | ||
| Q2 24 | $548.3M | $73.0M | ||
| Q1 24 | $530.2M | $108.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.6B |
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $10.4B | ||
| Q1 25 | $1.0B | $10.1B | ||
| Q4 24 | $1.0B | $9.8B | ||
| Q3 24 | $975.6M | $9.5B | ||
| Q2 24 | $934.9M | $9.3B | ||
| Q1 24 | $901.7M | $9.1B |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $16.6B | ||
| Q1 25 | $1.3B | $17.0B | ||
| Q4 24 | $1.3B | $16.7B | ||
| Q3 24 | $1.3B | $16.3B | ||
| Q2 24 | $1.3B | $16.0B | ||
| Q1 24 | $1.3B | $15.7B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 0.38× | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.39× | ||
| Q1 24 | — | 0.40× |
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 | $91.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $37.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 14.2% |
| 资本支出强度资本支出/营收 | 1.0% | 20.7% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.24× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $-49.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | $91.0M | ||
| Q1 25 | $39.8M | $78.0M | ||
| Q4 24 | $12.8M | $1.0M | ||
| Q3 24 | $45.7M | $24.0M | ||
| Q2 24 | $40.1M | $27.0M | ||
| Q1 24 | $42.2M | $52.0M |
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $37.0M | ||
| Q1 25 | $34.8M | $13.0M | ||
| Q4 24 | $8.1M | $-63.0M | ||
| Q3 24 | $41.8M | $-36.0M | ||
| Q2 24 | $38.1M | $-35.0M | ||
| Q1 24 | $40.6M | $-9.0M |
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | 14.2% | ||
| Q1 25 | 18.1% | 4.9% | ||
| Q4 24 | 3.2% | -24.0% | ||
| Q3 24 | 16.3% | -13.7% | ||
| Q2 24 | 14.8% | -14.2% | ||
| Q1 24 | 16.1% | -3.7% |
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | 20.7% | ||
| Q1 25 | 2.6% | 24.4% | ||
| Q4 24 | 1.8% | 24.3% | ||
| Q3 24 | 1.5% | 22.9% | ||
| Q2 24 | 0.8% | 25.2% | ||
| Q1 24 | 0.6% | 24.9% |
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 0.24× | ||
| Q1 25 | 1.39× | 0.29× | ||
| Q4 24 | 0.26× | 0.00× | ||
| Q3 24 | 0.94× | 0.17× | ||
| Q2 24 | 0.79× | 0.14× | ||
| Q1 24 | 0.82× | 0.22× |
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% |
LBRDA
暂无分部数据
