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AXCELIS TECHNOLOGIES INC（ACLS）与MACERICH CO（MAC）财务数据对比。点击上方公司名可切换其他公司
MACERICH CO的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$261.7M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -7.2%，领先21.6%），MACERICH CO同比增速更快（-4.4% vs -5.6%），过去两年MACERICH CO的营收复合增速更高（12.0% 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。
Macerich是一家专注于购物中心投资的房地产投资信托基金，为美国第三大购物中心持有及运营商。截至2024年12月31日，公司共持有43处物业的权益，可租赁总面积达4300万平方英尺，公司名称由创始人Mace Siegel与Richard Cohen的名字组合而来。
ACLS vs MAC — 直观对比
营收规模更大
MAC
是对方的1.1倍
$238.3M
营收增速更快
MAC
高出1.2%
-5.6%
净利率更高
ACLS
高出21.6%
-7.2%
两年增速更快
MAC
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $261.7M |
| 净利润 | $34.3M | $-18.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | -7.2% |
| 营收同比 | -5.6% | -4.4% |
| 净利润同比 | -31.3% | 91.1% |
| 每股收益（稀释后） | $1.11 | $-0.08 |
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ACLSMAC
| Q4 25 | $238.3M | $261.7M | ||
| Q3 25 | $213.6M | $253.3M | ||
| Q2 25 | $194.5M | $249.8M | ||
| Q1 25 | $192.6M | $249.2M | ||
| Q4 24 | $252.4M | $273.7M | ||
| Q3 24 | $256.6M | $220.2M | ||
| Q2 24 | $256.5M | $215.5M | ||
| Q1 24 | $252.4M | $208.8M |
净利润ACLSMAC
| Q4 25 | $34.3M | $-18.8M | ||
| Q3 25 | $26.0M | $-87.4M | ||
| Q2 25 | $31.4M | $-40.9M | ||
| Q1 25 | $28.6M | $-50.1M | ||
| Q4 24 | $50.0M | $-211.2M | ||
| Q3 24 | $48.6M | $-108.2M | ||
| Q2 24 | $50.9M | $252.0M | ||
| Q1 24 | $51.6M | $-126.7M |
毛利率ACLSMAC
| 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% | — |
营业利润率ACLSMAC
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | — | ||
| Q2 24 | 20.6% | — | ||
| Q1 24 | 22.4% | — |
净利率ACLSMAC
| Q4 25 | 14.4% | -7.2% | ||
| Q3 25 | 12.2% | -34.5% | ||
| Q2 25 | 16.1% | -16.4% | ||
| Q1 25 | 14.8% | -20.1% | ||
| Q4 24 | 19.8% | -77.2% | ||
| Q3 24 | 18.9% | -49.1% | ||
| Q2 24 | 19.8% | 116.9% | ||
| Q1 24 | 20.4% | -60.7% |
每股收益（稀释后）ACLSMAC
| Q4 25 | $1.11 | $-0.08 | ||
| Q3 25 | $0.83 | $-0.34 | ||
| Q2 25 | $0.98 | $-0.16 | ||
| Q1 25 | $0.88 | $-0.20 | ||
| Q4 24 | $1.54 | $-0.95 | ||
| Q3 24 | $1.49 | $-0.50 | ||
| Q2 24 | $1.55 | $1.16 | ||
| Q1 24 | $1.57 | $-0.59 |
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 | $280.2M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $1.0B | $2.4B |
| 总资产 | $1.4B | $8.4B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资ACLSMAC
| Q4 25 | $374.3M | $280.2M | ||
| Q3 25 | $449.6M | $290.2M | ||
| Q2 25 | $549.8M | $131.1M | ||
| Q1 25 | $587.1M | $253.2M | ||
| Q4 24 | $571.3M | $89.9M | ||
| Q3 24 | $579.4M | $116.5M | ||
| Q2 24 | $548.3M | $70.7M | ||
| Q1 24 | $530.2M | $120.1M |
总债务ACLSMAC
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $5.2B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.1B |
股东权益ACLSMAC
| Q4 25 | $1.0B | $2.4B | ||
| Q3 25 | $1.0B | $2.5B | ||
| Q2 25 | $1.0B | $2.6B | ||
| Q1 25 | $1.0B | $2.7B | ||
| Q4 24 | $1.0B | $2.8B | ||
| Q3 24 | $975.6M | $2.5B | ||
| Q2 24 | $934.9M | $2.5B | ||
| Q1 24 | $901.7M | $2.3B |
总资产ACLSMAC
| Q4 25 | $1.4B | $8.4B | ||
| Q3 25 | $1.4B | $8.4B | ||
| Q2 25 | $1.3B | $8.7B | ||
| Q1 25 | $1.3B | $8.7B | ||
| Q4 24 | $1.3B | $8.6B | ||
| Q3 24 | $1.3B | $7.6B | ||
| Q2 24 | $1.3B | $7.8B | ||
| Q1 24 | $1.3B | $7.4B |
负债/权益比ACLSMAC
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.02× | ||
| Q2 25 | — | 2.02× | ||
| Q1 25 | — | 1.96× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.73× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | 1.79× |
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 | $50.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | — |
| 自由现金流率自由现金流/营收 | -3.7% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ACLSMAC
| Q4 25 | $-6.6M | $50.2M | ||
| Q3 25 | $45.4M | $112.4M | ||
| Q2 25 | $39.7M | $70.5M | ||
| Q1 25 | $39.8M | $88.5M | ||
| Q4 24 | $12.8M | $54.9M | ||
| Q3 24 | $45.7M | $100.0M | ||
| Q2 24 | $40.1M | $67.4M | ||
| Q1 24 | $42.2M | $61.1M |
自由现金流ACLSMAC
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSMAC
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSMAC
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSMAC
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 0.27× | ||
| 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% |
MAC
暂无分部数据
