vs
AXCELIS TECHNOLOGIES INC（ACLS）与LifeStance Health Group, Inc.（LFST）财务数据对比。点击上方公司名可切换其他公司
LifeStance Health Group, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$382.2M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 3.1%，领先11.3%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -5.6%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-8.9M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% 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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
ACLS vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $382.2M |
| 净利润 | $34.3M | $11.7M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 4.7% |
| 净利率 | 14.4% | 3.1% |
| 营收同比 | -5.6% | 17.4% |
| 净利润同比 | -31.3% | 264.1% |
| 每股收益（稀释后） | $1.11 | — |
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 | $382.2M | ||
| Q3 25 | $213.6M | $363.8M | ||
| Q2 25 | $194.5M | $345.3M | ||
| Q1 25 | $192.6M | $333.0M | ||
| Q4 24 | $252.4M | $325.5M | ||
| Q3 24 | $256.6M | $312.7M | ||
| Q2 24 | $256.5M | $312.3M | ||
| Q1 24 | $252.4M | $300.4M |
| Q4 25 | $34.3M | $11.7M | ||
| Q3 25 | $26.0M | $1.1M | ||
| Q2 25 | $31.4M | $-3.8M | ||
| Q1 25 | $28.6M | $709.0K | ||
| Q4 24 | $50.0M | $-7.1M | ||
| Q3 24 | $48.6M | $-6.0M | ||
| Q2 24 | $50.9M | $-23.3M | ||
| Q1 24 | $51.6M | $-21.1M |
| 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% | 4.7% | ||
| Q3 25 | 11.7% | 2.0% | ||
| Q2 25 | 14.9% | -0.9% | ||
| Q1 25 | 15.1% | 0.5% | ||
| Q4 24 | 21.6% | 0.3% | ||
| Q3 24 | 18.3% | 0.0% | ||
| Q2 24 | 20.6% | -5.1% | ||
| Q1 24 | 22.4% | -5.6% |
| Q4 25 | 14.4% | 3.1% | ||
| Q3 25 | 12.2% | 0.3% | ||
| Q2 25 | 16.1% | -1.1% | ||
| Q1 25 | 14.8% | 0.2% | ||
| Q4 24 | 19.8% | -2.2% | ||
| Q3 24 | 18.9% | -1.9% | ||
| Q2 24 | 19.8% | -7.5% | ||
| Q1 24 | 20.4% | -7.0% |
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | — | ||
| Q1 24 | $1.57 | — |
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 | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $1.0B | $1.5B |
| 总资产 | $1.4B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $248.6M | ||
| Q3 25 | $449.6M | $203.9M | ||
| Q2 25 | $549.8M | $188.9M | ||
| Q1 25 | $587.1M | $134.3M | ||
| Q4 24 | $571.3M | $154.6M | ||
| Q3 24 | $579.4M | $102.6M | ||
| Q2 24 | $548.3M | $87.0M | ||
| Q1 24 | $530.2M | $49.5M |
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $975.6M | $1.4B | ||
| Q2 24 | $934.9M | $1.4B | ||
| Q1 24 | $901.7M | $1.4B |
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.3B | $2.1B | ||
| Q1 24 | $1.3B | $2.1B |
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 0.20× |
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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $46.6M |
| 自由现金流率自由现金流/营收 | -3.7% | 12.2% |
| 资本支出强度资本支出/营收 | 1.0% | 2.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $57.6M | ||
| Q3 25 | $45.4M | $27.3M | ||
| Q2 25 | $39.7M | $64.4M | ||
| Q1 25 | $39.8M | $-3.1M | ||
| Q4 24 | $12.8M | $62.3M | ||
| Q3 24 | $45.7M | $22.7M | ||
| Q2 24 | $40.1M | $44.1M | ||
| Q1 24 | $42.2M | $-21.8M |
| Q4 25 | $-8.9M | $46.6M | ||
| Q3 25 | $43.3M | $17.0M | ||
| Q2 25 | $37.7M | $56.6M | ||
| Q1 25 | $34.8M | $-10.3M | ||
| Q4 24 | $8.1M | $56.0M | ||
| Q3 24 | $41.8M | $17.7M | ||
| Q2 24 | $38.1M | $39.0M | ||
| Q1 24 | $40.6M | $-26.9M |
| Q4 25 | -3.7% | 12.2% | ||
| Q3 25 | 20.3% | 4.7% | ||
| Q2 25 | 19.4% | 16.4% | ||
| Q1 25 | 18.1% | -3.1% | ||
| Q4 24 | 3.2% | 17.2% | ||
| Q3 24 | 16.3% | 5.7% | ||
| Q2 24 | 14.8% | 12.5% | ||
| Q1 24 | 16.1% | -9.0% |
| Q4 25 | 1.0% | 2.9% | ||
| Q3 25 | 0.9% | 2.8% | ||
| Q2 25 | 1.0% | 2.2% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 1.8% | 1.9% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 0.8% | 1.6% | ||
| Q1 24 | 0.6% | 1.7% |
| Q4 25 | -0.19× | 4.93× | ||
| Q3 25 | 1.75× | 25.34× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | -4.36× | ||
| 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% |
LFST
暂无分部数据
