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AXCELIS TECHNOLOGIES INC（ACLS）与莱迪思半导体（LSCC）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是莱迪思半导体的1.6倍（$238.3M vs $145.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -5.2%，领先19.6%），莱迪思半导体同比增速更快（9.3% vs -5.6%），莱迪思半导体自由现金流更多（$44.0M vs $-8.9M），过去两年莱迪思半导体的营收复合增速更高（8.4% 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。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
ACLS vs LSCC — 直观对比
营收规模更大
ACLS
是对方的1.6倍
$145.8M
营收增速更快
LSCC
高出14.9%
-5.6%
净利率更高
ACLS
高出19.6%
-5.2%
自由现金流更多
LSCC
多$52.9M
$-8.9M
两年增速更快
LSCC
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $145.8M |
| 净利润 | $34.3M | $-7.6M |
| 毛利率 | 47.0% | 68.5% |
| 营业利润率 | 15.2% | 30.7% |
| 净利率 | 14.4% | -5.2% |
| 营收同比 | -5.6% | 9.3% |
| 净利润同比 | -31.3% | 14.6% |
| 每股收益（稀释后） | $1.11 | $-0.06 |
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ACLSLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | $133.3M | ||
| Q2 25 | $194.5M | $124.0M | ||
| Q1 25 | $192.6M | $120.2M | ||
| Q4 24 | $252.4M | $117.4M | ||
| Q3 24 | $256.6M | $127.1M | ||
| Q2 24 | $256.5M | $124.1M |
净利润ACLSLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $2.8M | ||
| Q2 25 | $31.4M | $2.9M | ||
| Q1 25 | $28.6M | $5.0M | ||
| Q4 24 | $50.0M | $16.5M | ||
| Q3 24 | $48.6M | $7.2M | ||
| Q2 24 | $50.9M | $22.6M |
毛利率ACLSLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | 67.9% | ||
| Q2 25 | 44.9% | 68.4% | ||
| Q1 25 | 46.1% | 68.0% | ||
| Q4 24 | 46.0% | 61.1% | ||
| Q3 24 | 42.9% | 69.0% | ||
| Q2 24 | 43.8% | 68.3% |
营业利润率ACLSLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | -1.2% | ||
| Q2 25 | 14.9% | 3.8% | ||
| Q1 25 | 15.1% | 5.8% | ||
| Q4 24 | 21.6% | -10.4% | ||
| Q3 24 | 18.3% | 5.9% | ||
| Q2 24 | 20.6% | 18.2% |
净利率ACLSLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 2.1% | ||
| Q2 25 | 16.1% | 2.3% | ||
| Q1 25 | 14.8% | 4.2% | ||
| Q4 24 | 19.8% | 14.1% | ||
| Q3 24 | 18.9% | 5.7% | ||
| Q2 24 | 19.8% | 18.2% |
每股收益（稀释后）ACLSLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $0.02 | ||
| Q2 25 | $0.98 | $0.02 | ||
| Q1 25 | $0.88 | $0.04 | ||
| Q4 24 | $1.54 | $0.12 | ||
| Q3 24 | $1.49 | $0.05 | ||
| Q2 24 | $1.55 | $0.16 |
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 | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $714.1M |
| 总资产 | $1.4B | — |
| 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ACLSLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | $117.9M | ||
| Q2 25 | $549.8M | $107.2M | ||
| Q1 25 | $587.1M | $127.6M | ||
| Q4 24 | $571.3M | $136.3M | ||
| Q3 24 | $579.4M | $124.3M | ||
| Q2 24 | $548.3M | $109.2M |
股东权益ACLSLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $706.4M | ||
| Q2 25 | $1.0B | $687.0M | ||
| Q1 25 | $1.0B | $707.9M | ||
| Q4 24 | $1.0B | $710.9M | ||
| Q3 24 | $975.6M | $703.5M | ||
| Q2 24 | $934.9M | $698.8M |
总资产ACLSLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $844.4M | ||
| Q2 25 | $1.3B | $808.6M | ||
| Q1 25 | $1.3B | $823.6M | ||
| Q4 24 | $1.3B | $843.9M | ||
| Q3 24 | $1.3B | $853.7M | ||
| Q2 24 | $1.3B | $827.5M |
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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $44.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 30.2% |
| 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 | $153.3M |
8季度趋势，按日历期对齐
经营现金流ACLSLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | $47.1M | ||
| Q2 25 | $39.7M | $38.5M | ||
| Q1 25 | $39.8M | $31.9M | ||
| Q4 24 | $12.8M | $45.4M | ||
| Q3 24 | $45.7M | $44.0M | ||
| Q2 24 | $40.1M | $21.9M |
自由现金流ACLSLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $34.0M | ||
| Q2 25 | $37.7M | $31.3M | ||
| Q1 25 | $34.8M | $23.3M | ||
| Q4 24 | $8.1M | $39.7M | ||
| Q3 24 | $41.8M | $39.4M | ||
| Q2 24 | $38.1M | $14.8M |
自由现金流率ACLSLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | 25.5% | ||
| Q2 25 | 19.4% | 25.2% | ||
| Q1 25 | 18.1% | 19.4% | ||
| Q4 24 | 3.2% | 33.8% | ||
| Q3 24 | 16.3% | 31.0% | ||
| Q2 24 | 14.8% | 11.9% |
资本支出强度ACLSLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 9.8% | ||
| Q2 25 | 1.0% | 5.8% | ||
| Q1 25 | 2.6% | 7.2% | ||
| Q4 24 | 1.8% | 4.9% | ||
| Q3 24 | 1.5% | 3.7% | ||
| Q2 24 | 0.8% | 5.8% |
现金转化率ACLSLSCC
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 16.86× | ||
| Q2 25 | 1.27× | 13.23× | ||
| Q1 25 | 1.39× | 6.35× | ||
| Q4 24 | 0.26× | 2.75× | ||
| Q3 24 | 0.94× | 6.12× | ||
| Q2 24 | 0.79× | 0.97× |
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% |
LSCC
暂无分部数据
