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AXCELIS TECHNOLOGIES INC（ACLS）与LendingClub Corp（LC）财务数据对比。点击上方公司名可切换其他公司
LendingClub Corp的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$252.3M vs $238.3M），LendingClub Corp净利率更高（20.5% vs 14.4%，领先6.1%），LendingClub Corp同比增速更快（15.9% vs -5.6%），过去两年LendingClub Corp的营收复合增速更高（16.1% 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。
LendingClub Corp是总部位于美国加利福尼亚州旧金山的金融服务企业，是全球首家将旗下产品作为证券完成注册的P2P借贷平台，同时支持贷款在二级市场交易。巅峰时期它是全球规模最大的P2P借贷平台，截至2015年12月31日，平台累计促成贷款发放额达159.8亿美元。
ACLS vs LC — 直观对比
营收规模更大
LC
是对方的1.1倍
$238.3M
营收增速更快
LC
高出21.5%
-5.6%
净利率更高
LC
高出6.1%
14.4%
两年增速更快
LC
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $252.3M |
| 净利润 | $34.3M | $51.6M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 20.5% |
| 营收同比 | -5.6% | 15.9% |
| 净利润同比 | -31.3% | 341.0% |
| 每股收益（稀释后） | $1.11 | $0.44 |
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ACLSLC
| Q1 26 | — | $252.3M | ||
| Q4 25 | $238.3M | $266.5M | ||
| Q3 25 | $213.6M | $266.2M | ||
| Q2 25 | $194.5M | $248.4M | ||
| Q1 25 | $192.6M | $217.7M | ||
| Q4 24 | $252.4M | $217.2M | ||
| Q3 24 | $256.6M | $201.9M | ||
| Q2 24 | $256.5M | $187.2M |
净利润ACLSLC
| Q1 26 | — | $51.6M | ||
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $44.3M | ||
| Q2 25 | $31.4M | $38.2M | ||
| Q1 25 | $28.6M | $11.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $14.5M | ||
| Q2 24 | $50.9M | $14.9M |
毛利率ACLSLC
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 18.8% | ||
| Q3 25 | 11.7% | 21.5% | ||
| Q2 25 | 14.9% | 21.7% | ||
| Q1 25 | 15.1% | 7.2% | ||
| Q4 24 | 21.6% | 5.1% | ||
| Q3 24 | 18.3% | 8.9% | ||
| Q2 24 | 20.6% | 10.4% |
净利率ACLSLC
| Q1 26 | — | 20.5% | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 16.6% | ||
| Q2 25 | 16.1% | 15.4% | ||
| Q1 25 | 14.8% | 5.4% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 7.2% | ||
| Q2 24 | 19.8% | 8.0% |
每股收益（稀释后）ACLSLC
| Q1 26 | — | $0.44 | ||
| Q4 25 | $1.11 | $0.36 | ||
| Q3 25 | $0.83 | $0.37 | ||
| Q2 25 | $0.98 | $0.33 | ||
| Q1 25 | $0.88 | $0.10 | ||
| Q4 24 | $1.54 | $0.08 | ||
| Q3 24 | $1.49 | $0.13 | ||
| Q2 24 | $1.55 | $0.13 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.5B |
| 总资产 | $1.4B | $11.9B |
| 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ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — |
总债务ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ACLSLC
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $975.6M | $1.3B | ||
| Q2 24 | $934.9M | $1.3B |
总资产ACLSLC
| Q1 26 | — | $11.9B | ||
| Q4 25 | $1.4B | $11.6B | ||
| Q3 25 | $1.4B | $11.1B | ||
| Q2 25 | $1.3B | $10.8B | ||
| Q1 25 | $1.3B | $10.5B | ||
| Q4 24 | $1.3B | $10.6B | ||
| Q3 24 | $1.3B | $11.0B | ||
| Q2 24 | $1.3B | $9.6B |
负债/权益比ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $-2.7B | ||
| Q3 25 | $45.4M | $-770.8M | ||
| Q2 25 | $39.7M | $-713.1M | ||
| Q1 25 | $39.8M | $-339.3M | ||
| Q4 24 | $12.8M | $-2.6B | ||
| Q3 24 | $45.7M | $-669.8M | ||
| Q2 24 | $40.1M | $-932.5M |
自由现金流ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $-2.9B | ||
| Q3 25 | $43.3M | $-791.8M | ||
| Q2 25 | $37.7M | $-803.8M | ||
| Q1 25 | $34.8M | $-352.3M | ||
| Q4 24 | $8.1M | $-2.7B | ||
| Q3 24 | $41.8M | $-682.3M | ||
| Q2 24 | $38.1M | $-945.3M |
自由现金流率ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | -1076.0% | ||
| Q3 25 | 20.3% | -297.4% | ||
| Q2 25 | 19.4% | -323.5% | ||
| Q1 25 | 18.1% | -161.8% | ||
| Q4 24 | 3.2% | -1237.8% | ||
| Q3 24 | 16.3% | -338.0% | ||
| Q2 24 | 14.8% | -504.9% |
资本支出强度ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 52.7% | ||
| Q3 25 | 0.9% | 7.9% | ||
| Q2 25 | 1.0% | 36.5% | ||
| Q1 25 | 2.6% | 6.0% | ||
| Q4 24 | 1.8% | 25.0% | ||
| Q3 24 | 1.5% | 6.2% | ||
| Q2 24 | 0.8% | 6.9% |
现金转化率ACLSLC
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | -17.41× | ||
| Q2 25 | 1.27× | -18.68× | ||
| Q1 25 | 1.39× | -29.07× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | -46.33× | ||
| Q2 24 | 0.79× | -62.57× |
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% |
LC
暂无分部数据
