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AXCELIS TECHNOLOGIES INC（ACLS）与LANDS' END, INC.（LE）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是AXCELIS TECHNOLOGIES INC的1.3倍（$317.5M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.6%，领先12.8%），LANDS' END, INC.同比增速更快（0.1% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-22.4M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% 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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
ACLS vs LE — 直观对比
营收规模更大
LE
是对方的1.3倍
$238.3M
营收增速更快
LE
高出5.7%
-5.6%
净利率更高
ACLS
高出12.8%
1.6%
自由现金流更多
ACLS
多$13.5M
$-22.4M
两年增速更快
LE
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $317.5M |
| 净利润 | $34.3M | $5.2M |
| 毛利率 | 47.0% | 51.8% |
| 营业利润率 | 15.2% | 5.3% |
| 净利率 | 14.4% | 1.6% |
| 营收同比 | -5.6% | 0.1% |
| 净利润同比 | -31.3% | 198.3% |
| 每股收益（稀释后） | $1.11 | $0.17 |
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ACLSLE
| Q4 25 | $238.3M | $317.5M | ||
| Q3 25 | $213.6M | — | ||
| Q2 25 | $194.5M | $261.2M | ||
| Q1 25 | $192.6M | — | ||
| Q4 24 | $252.4M | $318.6M | ||
| Q3 24 | $256.6M | $317.2M | ||
| Q2 24 | $256.5M | $285.5M | ||
| Q1 24 | $252.4M | $514.9M |
净利润ACLSLE
| Q4 25 | $34.3M | $5.2M | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | $-8.3M | ||
| Q1 25 | $28.6M | — | ||
| Q4 24 | $50.0M | $-593.0K | ||
| Q3 24 | $48.6M | $-5.3M | ||
| Q2 24 | $50.9M | $-6.4M | ||
| Q1 24 | $51.6M | $-8.6M |
毛利率ACLSLE
| Q4 25 | 47.0% | 51.8% | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | 50.8% | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | 50.6% | ||
| Q3 24 | 42.9% | 47.9% | ||
| Q2 24 | 43.8% | 48.7% | ||
| Q1 24 | 46.0% | 38.0% |
营业利润率ACLSLE
| Q4 25 | 15.2% | 5.3% | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | -0.9% | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 21.6% | 2.9% | ||
| Q3 24 | 18.3% | 0.8% | ||
| Q2 24 | 20.6% | 0.8% | ||
| Q1 24 | 22.4% | 1.6% |
净利率ACLSLE
| Q4 25 | 14.4% | 1.6% | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | -3.2% | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 19.8% | -0.2% | ||
| Q3 24 | 18.9% | -1.7% | ||
| Q2 24 | 19.8% | -2.3% | ||
| Q1 24 | 20.4% | -1.7% |
每股收益（稀释后）ACLSLE
| Q4 25 | $1.11 | $0.17 | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | $-0.27 | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | $-0.02 | ||
| Q3 24 | $1.49 | $-0.17 | ||
| Q2 24 | $1.55 | $-0.20 | ||
| Q1 24 | $1.57 | $-0.27 |
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 | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $231.0M |
| 总资产 | $1.4B | $852.7M |
| 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ACLSLE
| Q4 25 | $374.3M | $36.3M | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | $18.1M | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | $30.4M | ||
| Q3 24 | $579.4M | $25.6M | ||
| Q2 24 | $548.3M | $27.4M | ||
| Q1 24 | $530.2M | $25.3M |
股东权益ACLSLE
| Q4 25 | $1.0B | $231.0M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $230.1M | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $223.6M | ||
| Q3 24 | $975.6M | $226.5M | ||
| Q2 24 | $934.9M | $234.6M | ||
| Q1 24 | $901.7M | $241.6M |
总资产ACLSLE
| Q4 25 | $1.4B | $852.7M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $760.5M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $843.6M | ||
| Q3 24 | $1.3B | $802.5M | ||
| Q2 24 | $1.3B | $800.1M | ||
| Q1 24 | $1.3B | $811.5M |
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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-22.4M |
| 自由现金流率自由现金流/营收 | -3.7% | -7.1% |
| 资本支出强度资本支出/营收 | 1.0% | 2.1% |
| 现金转化率经营现金流/净利润 | -0.19× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流ACLSLE
| Q4 25 | $-6.6M | $-15.7M | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | $-22.5M | ||
| Q1 25 | $39.8M | — | ||
| Q4 24 | $12.8M | $-17.1M | ||
| Q3 24 | $45.7M | $30.7M | ||
| Q2 24 | $40.1M | $-25.8M | ||
| Q1 24 | $42.2M | $93.9M |
自由现金流ACLSLE
| Q4 25 | $-8.9M | $-22.4M | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $-30.7M | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | $-27.8M | ||
| Q3 24 | $41.8M | $26.0M | ||
| Q2 24 | $38.1M | $-32.6M | ||
| Q1 24 | $40.6M | $87.5M |
自由现金流率ACLSLE
| Q4 25 | -3.7% | -7.1% | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | -11.8% | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | -8.7% | ||
| Q3 24 | 16.3% | 8.2% | ||
| Q2 24 | 14.8% | -11.4% | ||
| Q1 24 | 16.1% | 17.0% |
资本支出强度ACLSLE
| Q4 25 | 1.0% | 2.1% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | 3.2% | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | 3.3% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 0.8% | 2.4% | ||
| Q1 24 | 0.6% | 1.2% |
现金转化率ACLSLE
| Q4 25 | -0.19× | -3.03× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | — |
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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
