vs
AXCELIS TECHNOLOGIES INC（ACLS）与Life360, Inc.（LIF）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Life360, Inc.的1.6倍（$238.3M vs $146.0M），Life360, Inc.净利率更高（88.8% vs 14.4%，领先74.4%），Life360, Inc.同比增速更快（26.4% vs -5.6%），Life360, Inc.自由现金流更多（$36.6M vs $-8.9M），过去两年Life360, Inc.的营收复合增速更高（36.6% 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。
Life360是一家主打家庭安全与互联服务的科技企业，核心产品涵盖实时位置共享、紧急求助预警、驾驶行为分析及身份防盗保护服务，主要面向北美、欧洲、亚太消费市场，营收大多来自其分级付费订阅套餐。
ACLS vs LIF — 直观对比
营收规模更大
ACLS
是对方的1.6倍
$146.0M
营收增速更快
LIF
高出31.9%
-5.6%
净利率更高
LIF
高出74.4%
14.4%
自由现金流更多
LIF
多$45.5M
$-8.9M
两年增速更快
LIF
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $146.0M |
| 净利润 | $34.3M | $129.7M |
| 毛利率 | 47.0% | 75.1% |
| 营业利润率 | 15.2% | 6.1% |
| 净利率 | 14.4% | 88.8% |
| 营收同比 | -5.6% | 26.4% |
| 净利润同比 | -31.3% | 1425.9% |
| 每股收益（稀释后） | $1.11 | $1.53 |
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ACLSLIF
| Q4 25 | $238.3M | $146.0M | ||
| Q3 25 | $213.6M | $124.5M | ||
| Q2 25 | $194.5M | $115.4M | ||
| Q1 25 | $192.6M | $103.6M | ||
| Q4 24 | $252.4M | $115.5M | ||
| Q3 24 | $256.6M | $92.9M | ||
| Q2 24 | $256.5M | $84.9M | ||
| Q1 24 | $252.4M | $78.2M |
净利润ACLSLIF
| Q4 25 | $34.3M | $129.7M | ||
| Q3 25 | $26.0M | $9.8M | ||
| Q2 25 | $31.4M | $7.0M | ||
| Q1 25 | $28.6M | $4.4M | ||
| Q4 24 | $50.0M | $8.5M | ||
| Q3 24 | $48.6M | $7.7M | ||
| Q2 24 | $50.9M | $-11.0M | ||
| Q1 24 | $51.6M | $-9.8M |
毛利率ACLSLIF
| Q4 25 | 47.0% | 75.1% | ||
| Q3 25 | 41.6% | 78.0% | ||
| Q2 25 | 44.9% | 78.4% | ||
| Q1 25 | 46.1% | 80.6% | ||
| Q4 24 | 46.0% | 74.0% | ||
| Q3 24 | 42.9% | 75.4% | ||
| Q2 24 | 43.8% | 75.0% | ||
| Q1 24 | 46.0% | 76.7% |
营业利润率ACLSLIF
| Q4 25 | 15.2% | 6.1% | ||
| Q3 25 | 11.7% | 4.6% | ||
| Q2 25 | 14.9% | 1.7% | ||
| Q1 25 | 15.1% | 2.1% | ||
| Q4 24 | 21.6% | 4.9% | ||
| Q3 24 | 18.3% | -5.3% | ||
| Q2 24 | 20.6% | -2.8% | ||
| Q1 24 | 22.4% | -8.2% |
净利率ACLSLIF
| Q4 25 | 14.4% | 88.8% | ||
| Q3 25 | 12.2% | 7.9% | ||
| Q2 25 | 16.1% | 6.1% | ||
| Q1 25 | 14.8% | 4.2% | ||
| Q4 24 | 19.8% | 7.4% | ||
| Q3 24 | 18.9% | 8.3% | ||
| Q2 24 | 19.8% | -12.9% | ||
| Q1 24 | 20.4% | -12.5% |
每股收益（稀释后）ACLSLIF
| Q4 25 | $1.11 | $1.53 | ||
| Q3 25 | $0.83 | $0.11 | ||
| Q2 25 | $0.98 | $0.08 | ||
| Q1 25 | $0.88 | $0.05 | ||
| Q4 24 | $1.54 | $0.14 | ||
| Q3 24 | $1.49 | $0.09 | ||
| Q2 24 | $1.55 | $-0.15 | ||
| Q1 24 | $1.57 | $-0.14 |
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 | $494.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $548.2M |
| 总资产 | $1.4B | $959.7M |
| 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ACLSLIF
| Q4 25 | $374.3M | $494.3M | ||
| Q3 25 | $449.6M | $455.7M | ||
| Q2 25 | $549.8M | $432.7M | ||
| Q1 25 | $587.1M | $168.9M | ||
| Q4 24 | $571.3M | $159.2M | ||
| Q3 24 | $579.4M | $159.0M | ||
| Q2 24 | $548.3M | $160.8M | ||
| Q1 24 | $530.2M | $73.4M |
总债务ACLSLIF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $5.2M |
股东权益ACLSLIF
| Q4 25 | $1.0B | $548.2M | ||
| Q3 25 | $1.0B | $391.4M | ||
| Q2 25 | $1.0B | $366.7M | ||
| Q1 25 | $1.0B | $376.3M | ||
| Q4 24 | $1.0B | $358.5M | ||
| Q3 24 | $975.6M | $339.7M | ||
| Q2 24 | $934.9M | $326.7M | ||
| Q1 24 | $901.7M | $239.8M |
总资产ACLSLIF
| Q4 25 | $1.4B | $959.7M | ||
| Q3 25 | $1.4B | $787.5M | ||
| Q2 25 | $1.3B | $753.6M | ||
| Q1 25 | $1.3B | $455.4M | ||
| Q4 24 | $1.3B | $441.6M | ||
| Q3 24 | $1.3B | $427.4M | ||
| Q2 24 | $1.3B | $405.9M | ||
| Q1 24 | $1.3B | $318.8M |
负债/权益比ACLSLIF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.02× |
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 | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $36.6M |
| 自由现金流率自由现金流/营收 | -3.7% | 25.1% |
| 资本支出强度资本支出/营收 | 1.0% | 0.2% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.28× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $86.8M |
8季度趋势，按日历期对齐
经营现金流ACLSLIF
| Q4 25 | $-6.6M | $36.8M | ||
| Q3 25 | $45.4M | $26.4M | ||
| Q2 25 | $39.7M | $13.3M | ||
| Q1 25 | $39.8M | $12.1M | ||
| Q4 24 | $12.8M | $12.3M | ||
| Q3 24 | $45.7M | $6.3M | ||
| Q2 24 | $40.1M | $3.3M | ||
| Q1 24 | $42.2M | $10.7M |
自由现金流ACLSLIF
| Q4 25 | $-8.9M | $36.6M | ||
| Q3 25 | $43.3M | $25.6M | ||
| Q2 25 | $37.7M | $12.7M | ||
| Q1 25 | $34.8M | $11.9M | ||
| Q4 24 | $8.1M | $11.2M | ||
| Q3 24 | $41.8M | $6.3M | ||
| Q2 24 | $38.1M | $3.2M | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSLIF
| Q4 25 | -3.7% | 25.1% | ||
| Q3 25 | 20.3% | 20.6% | ||
| Q2 25 | 19.4% | 11.0% | ||
| Q1 25 | 18.1% | 11.5% | ||
| Q4 24 | 3.2% | 9.7% | ||
| Q3 24 | 16.3% | 6.8% | ||
| Q2 24 | 14.8% | 3.8% | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSLIF
| Q4 25 | 1.0% | 0.2% | ||
| Q3 25 | 0.9% | 0.6% | ||
| Q2 25 | 1.0% | 0.6% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 1.8% | 1.0% | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 0.8% | 0.1% | ||
| Q1 24 | 0.6% | 0.0% |
现金转化率ACLSLIF
| Q4 25 | -0.19× | 0.28× | ||
| Q3 25 | 1.75× | 2.70× | ||
| Q2 25 | 1.27× | 1.90× | ||
| Q1 25 | 1.39× | 2.75× | ||
| Q4 24 | 0.26× | 1.45× | ||
| Q3 24 | 0.94× | 0.83× | ||
| 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% |
LIF
暂无分部数据
