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AXCELIS TECHNOLOGIES INC（ACLS）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
迈心诺的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$371.5M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -27.0%，领先41.4%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
ACLS vs MASI — 直观对比
营收规模更大
MASI
是对方的1.6倍
$238.3M
营收增速更快
ACLS
高出20.8%
-26.4%
净利率更高
ACLS
高出41.4%
-27.0%
自由现金流更多
MASI
多$59.8M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-17.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $371.5M |
| 净利润 | $34.3M | $-100.4M |
| 毛利率 | 47.0% | 62.1% |
| 营业利润率 | 15.2% | 22.5% |
| 净利率 | 14.4% | -27.0% |
| 营收同比 | -5.6% | -26.4% |
| 净利润同比 | -31.3% | -1124.5% |
| 每股收益（稀释后） | $1.11 | $-1.84 |
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ACLSMASI
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | $371.5M | ||
| Q2 25 | $194.5M | $370.9M | ||
| Q1 25 | $192.6M | $372.0M | ||
| Q4 24 | $252.4M | $600.7M | ||
| Q3 24 | $256.6M | $504.6M | ||
| Q2 24 | $256.5M | $496.3M | ||
| Q1 24 | $252.4M | $492.8M |
净利润ACLSMASI
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-100.4M | ||
| Q2 25 | $31.4M | $51.3M | ||
| Q1 25 | $28.6M | $-170.7M | ||
| Q4 24 | $50.0M | $-349.6M | ||
| Q3 24 | $48.6M | $9.8M | ||
| Q2 24 | $50.9M | $16.0M | ||
| Q1 24 | $51.6M | $18.9M |
毛利率ACLSMASI
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | 62.1% | ||
| Q2 25 | 44.9% | 62.9% | ||
| Q1 25 | 46.1% | 62.9% | ||
| Q4 24 | 46.0% | 40.7% | ||
| Q3 24 | 42.9% | 52.2% | ||
| Q2 24 | 43.8% | 51.3% | ||
| Q1 24 | 46.0% | 49.0% |
营业利润率ACLSMASI
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | 22.5% | ||
| Q2 25 | 14.9% | 17.4% | ||
| Q1 25 | 15.1% | 21.0% | ||
| Q4 24 | 21.6% | -59.8% | ||
| Q3 24 | 18.3% | 6.0% | ||
| Q2 24 | 20.6% | 5.7% | ||
| Q1 24 | 22.4% | 6.9% |
净利率ACLSMASI
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -27.0% | ||
| Q2 25 | 16.1% | 13.8% | ||
| Q1 25 | 14.8% | -45.9% | ||
| Q4 24 | 19.8% | -58.2% | ||
| Q3 24 | 18.9% | 1.9% | ||
| Q2 24 | 19.8% | 3.2% | ||
| Q1 24 | 20.4% | 3.8% |
每股收益（稀释后）ACLSMASI
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $-1.84 | ||
| Q2 25 | $0.98 | $0.94 | ||
| Q1 25 | $0.88 | $-3.12 | ||
| Q4 24 | $1.54 | $-6.54 | ||
| Q3 24 | $1.49 | $0.18 | ||
| Q2 24 | $1.55 | $0.29 | ||
| Q1 24 | $1.57 | $0.35 |
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 | $312.3M |
| 总债务越低越好 | — | $559.1M |
| 股东权益账面价值 | $1.0B | $810.0M |
| 总资产 | $1.4B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ACLSMASI
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | $312.3M | ||
| Q2 25 | $549.8M | $149.6M | ||
| Q1 25 | $587.1M | $130.8M | ||
| Q4 24 | $571.3M | $177.6M | ||
| Q3 24 | $579.4M | $158.5M | ||
| Q2 24 | $548.3M | $129.6M | ||
| Q1 24 | $530.2M | $157.6M |
总债务ACLSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | — | $613.7M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | — | $876.0M |
股东权益ACLSMASI
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $810.0M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.0B | $946.4M | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $1.5B | ||
| Q2 24 | $934.9M | $1.4B | ||
| Q1 24 | $901.7M | $1.4B |
总资产ACLSMASI
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.3B | $2.3B | ||
| Q4 24 | $1.3B | $2.6B | ||
| Q3 24 | $1.3B | $3.1B | ||
| Q2 24 | $1.3B | $2.9B | ||
| Q1 24 | $1.3B | $3.0B |
负债/权益比ACLSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $50.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 13.7% |
| 资本支出强度资本支出/营收 | 1.0% | 1.6% |
| 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 | $191.0M |
8季度趋势，按日历期对齐
经营现金流ACLSMASI
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | $56.8M | ||
| Q2 25 | $39.7M | $69.4M | ||
| Q1 25 | $39.8M | $31.1M | ||
| Q4 24 | $12.8M | $50.5M | ||
| Q3 24 | $45.7M | $25.6M | ||
| Q2 24 | $40.1M | $74.5M | ||
| Q1 24 | $42.2M | $45.8M |
自由现金流ACLSMASI
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $50.9M | ||
| Q2 25 | $37.7M | $65.6M | ||
| Q1 25 | $34.8M | $28.5M | ||
| Q4 24 | $8.1M | $46.0M | ||
| Q3 24 | $41.8M | $16.9M | ||
| Q2 24 | $38.1M | $66.9M | ||
| Q1 24 | $40.6M | $37.6M |
自由现金流率ACLSMASI
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | 13.7% | ||
| Q2 25 | 19.4% | 17.7% | ||
| Q1 25 | 18.1% | 7.7% | ||
| Q4 24 | 3.2% | 7.7% | ||
| Q3 24 | 16.3% | 3.3% | ||
| Q2 24 | 14.8% | 13.5% | ||
| Q1 24 | 16.1% | 7.6% |
资本支出强度ACLSMASI
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 1.6% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 2.6% | 0.7% | ||
| Q4 24 | 1.8% | 0.7% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 0.8% | 1.5% | ||
| Q1 24 | 0.6% | 1.7% |
现金转化率ACLSMASI
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 1.35× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 2.61× | ||
| Q2 24 | 0.79× | 4.66× | ||
| Q1 24 | 0.82× | 2.42× |
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% |
MASI
暂无分部数据
