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AXCELIS TECHNOLOGIES INC（ACLS）与CENTRUS ENERGY CORP（LEU）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CENTRUS ENERGY CORP的1.6倍（$238.3M vs $146.2M），CENTRUS ENERGY CORP同比增速更快（-3.6% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-58.0M），过去两年CENTRUS ENERGY CORP的营收复合增速更高（82.9% 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。
Centrus Energy Corp是美国能源企业，主营核电站所需核燃料供应，同时专注于离心技术的研发与落地推广，生产可应用于商业、政府场景及国家安全领域的浓缩铀产品。
ACLS vs LEU — 直观对比
营收规模更大
ACLS
是对方的1.6倍
$146.2M
营收增速更快
LEU
高出2.0%
-5.6%
自由现金流更多
ACLS
多$49.1M
$-58.0M
两年增速更快
LEU
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $146.2M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | 23.9% |
| 营业利润率 | 15.2% | 8.8% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | -3.6% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.52 |
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ACLSLEU
| Q4 25 | $238.3M | $146.2M | ||
| Q3 25 | $213.6M | $74.9M | ||
| Q2 25 | $194.5M | $154.5M | ||
| Q1 25 | $192.6M | $73.1M | ||
| Q4 24 | $252.4M | $151.6M | ||
| Q3 24 | $256.6M | $57.7M | ||
| Q2 24 | $256.5M | $189.0M | ||
| Q1 24 | $252.4M | $43.7M |
净利润ACLSLEU
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $3.9M | ||
| Q2 25 | $31.4M | $28.9M | ||
| Q1 25 | $28.6M | $27.2M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-5.0M | ||
| Q2 24 | $50.9M | $30.6M | ||
| Q1 24 | $51.6M | $-6.1M |
毛利率ACLSLEU
| Q4 25 | 47.0% | 23.9% | ||
| Q3 25 | 41.6% | -5.7% | ||
| Q2 25 | 44.9% | 34.9% | ||
| Q1 25 | 46.1% | 45.0% | ||
| Q4 24 | 46.0% | 40.8% | ||
| Q3 24 | 42.9% | 15.4% | ||
| Q2 24 | 43.8% | 19.3% | ||
| Q1 24 | 46.0% | 9.8% |
营业利润率ACLSLEU
| Q4 25 | 15.2% | 8.8% | ||
| Q3 25 | 11.7% | -22.2% | ||
| Q2 25 | 14.9% | 21.7% | ||
| Q1 25 | 15.1% | 28.0% | ||
| Q4 24 | 21.6% | 29.7% | ||
| Q3 24 | 18.3% | -13.2% | ||
| Q2 24 | 20.6% | 11.2% | ||
| Q1 24 | 22.4% | -24.3% |
净利率ACLSLEU
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 5.2% | ||
| Q2 25 | 16.1% | 18.7% | ||
| Q1 25 | 14.8% | 37.2% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -8.7% | ||
| Q2 24 | 19.8% | 16.2% | ||
| Q1 24 | 20.4% | -14.0% |
每股收益（稀释后）ACLSLEU
| Q4 25 | $1.11 | $0.52 | ||
| Q3 25 | $0.83 | $0.19 | ||
| Q2 25 | $0.98 | $1.59 | ||
| Q1 25 | $0.88 | $1.60 | ||
| Q4 24 | $1.54 | $3.26 | ||
| Q3 24 | $1.49 | $-0.30 | ||
| Q2 24 | $1.55 | $1.89 | ||
| Q1 24 | $1.57 | $-0.38 |
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 | $2.0B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $1.0B | $765.1M |
| 总资产 | $1.4B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 1.54× |
8季度趋势，按日历期对齐
现金及短期投资ACLSLEU
| Q4 25 | $374.3M | $2.0B | ||
| Q3 25 | $449.6M | $1.6B | ||
| Q2 25 | $549.8M | $833.0M | ||
| Q1 25 | $587.1M | $653.0M | ||
| Q4 24 | $571.3M | $671.4M | ||
| Q3 24 | $579.4M | $194.3M | ||
| Q2 24 | $548.3M | $227.0M | ||
| Q1 24 | $530.2M | $209.3M |
总债务ACLSLEU
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $390.0M | ||
| Q1 25 | — | $389.5M | ||
| Q4 24 | — | $472.5M | ||
| Q3 24 | — | $83.5M | ||
| Q2 24 | — | $86.5M | ||
| Q1 24 | — | $86.5M |
股东权益ACLSLEU
| Q4 25 | $1.0B | $765.1M | ||
| Q3 25 | $1.0B | $363.1M | ||
| Q2 25 | $1.0B | $359.1M | ||
| Q1 25 | $1.0B | $213.9M | ||
| Q4 24 | $1.0B | $161.4M | ||
| Q3 24 | $975.6M | $76.4M | ||
| Q2 24 | $934.9M | $76.6M | ||
| Q1 24 | $901.7M | $33.8M |
总资产ACLSLEU
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $591.0M | ||
| Q2 24 | $1.3B | $668.2M | ||
| Q1 24 | $1.3B | $750.0M |
负债/权益比ACLSLEU
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.09× | ||
| Q1 25 | — | 1.82× | ||
| Q4 24 | — | 2.93× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 2.56× |
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 | $-48.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-58.0M |
| 自由现金流率自由现金流/营收 | -3.7% | -39.7% |
| 资本支出强度资本支出/营收 | 1.0% | 6.6% |
| 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 | $31.3M |
8季度趋势，按日历期对齐
经营现金流ACLSLEU
| Q4 25 | $-6.6M | $-48.4M | ||
| Q3 25 | $45.4M | $10.1M | ||
| Q2 25 | $39.7M | $52.8M | ||
| Q1 25 | $39.8M | $36.5M | ||
| Q4 24 | $12.8M | $57.9M | ||
| Q3 24 | $45.7M | $-33.2M | ||
| Q2 24 | $40.1M | $7.0M | ||
| Q1 24 | $42.2M | $5.3M |
自由现金流ACLSLEU
| Q4 25 | $-8.9M | $-58.0M | ||
| Q3 25 | $43.3M | $5.7M | ||
| Q2 25 | $37.7M | $49.2M | ||
| Q1 25 | $34.8M | $34.4M | ||
| Q4 24 | $8.1M | $57.2M | ||
| Q3 24 | $41.8M | $-34.2M | ||
| Q2 24 | $38.1M | $6.1M | ||
| Q1 24 | $40.6M | $3.8M |
自由现金流率ACLSLEU
| Q4 25 | -3.7% | -39.7% | ||
| Q3 25 | 20.3% | 7.6% | ||
| Q2 25 | 19.4% | 31.8% | ||
| Q1 25 | 18.1% | 47.1% | ||
| Q4 24 | 3.2% | 37.7% | ||
| Q3 24 | 16.3% | -59.3% | ||
| Q2 24 | 14.8% | 3.2% | ||
| Q1 24 | 16.1% | 8.7% |
资本支出强度ACLSLEU
| Q4 25 | 1.0% | 6.6% | ||
| Q3 25 | 0.9% | 5.9% | ||
| Q2 25 | 1.0% | 2.3% | ||
| Q1 25 | 2.6% | 2.9% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 0.8% | 0.5% | ||
| Q1 24 | 0.6% | 3.4% |
现金转化率ACLSLEU
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 2.59× | ||
| Q2 25 | 1.27× | 1.83× | ||
| Q1 25 | 1.39× | 1.34× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 0.23× | ||
| 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% |
LEU
| Separative Work Units | $111.0M | 76% |
| Services | $21.8M | 15% |
| Other | $13.4M | 9% |
