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AXCELIS TECHNOLOGIES INC（ACLS）与Mativ Holdings, Inc.（MATV）财务数据对比。点击上方公司名可切换其他公司
Mativ Holdings, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.9倍（$463.1M vs $238.3M），Mativ Holdings, Inc.净利率更高（21.8% vs 14.4%，领先7.4%），Mativ Holdings, Inc.同比增速更快（1.0% vs -5.6%），Mativ Holdings, Inc.自由现金流更多（$8.0M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -3.8%）
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。
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
ACLS vs MATV — 直观对比
营收规模更大
MATV
是对方的1.9倍
$238.3M
营收增速更快
MATV
高出6.6%
-5.6%
净利率更高
MATV
高出7.4%
14.4%
自由现金流更多
MATV
多$16.9M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $463.1M |
| 净利润 | $34.3M | $100.8M |
| 毛利率 | 47.0% | 18.8% |
| 营业利润率 | 15.2% | 2.2% |
| 净利率 | 14.4% | 21.8% |
| 营收同比 | -5.6% | 1.0% |
| 净利润同比 | -31.3% | 6620.0% |
| 每股收益（稀释后） | $1.11 | $1.87 |
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ACLSMATV
| Q4 25 | $238.3M | $463.1M | ||
| Q3 25 | $213.6M | $513.7M | ||
| Q2 25 | $194.5M | $525.4M | ||
| Q1 25 | $192.6M | $484.8M | ||
| Q4 24 | $252.4M | $458.6M | ||
| Q3 24 | $256.6M | $498.5M | ||
| Q2 24 | $256.5M | $523.8M | ||
| Q1 24 | $252.4M | $500.2M |
净利润ACLSMATV
| Q4 25 | $34.3M | $100.8M | ||
| Q3 25 | $26.0M | $-3.2M | ||
| Q2 25 | $31.4M | $-9.5M | ||
| Q1 25 | $28.6M | $-425.5M | ||
| Q4 24 | $50.0M | $1.5M | ||
| Q3 24 | $48.6M | $-20.8M | ||
| Q2 24 | $50.9M | $-1.4M | ||
| Q1 24 | $51.6M | $-28.0M |
毛利率ACLSMATV
| Q4 25 | 47.0% | 18.8% | ||
| Q3 25 | 41.6% | 19.3% | ||
| Q2 25 | 44.9% | 19.7% | ||
| Q1 25 | 46.1% | 15.0% | ||
| Q4 24 | 46.0% | 16.9% | ||
| Q3 24 | 42.9% | 18.8% | ||
| Q2 24 | 43.8% | 20.8% | ||
| Q1 24 | 46.0% | 16.8% |
营业利润率ACLSMATV
| Q4 25 | 15.2% | 2.2% | ||
| Q3 25 | 11.7% | 3.1% | ||
| Q2 25 | 14.9% | 3.8% | ||
| Q1 25 | 15.1% | -88.8% | ||
| Q4 24 | 21.6% | 0.6% | ||
| Q3 24 | 18.3% | 1.4% | ||
| Q2 24 | 20.6% | 2.0% | ||
| Q1 24 | 22.4% | -2.8% |
净利率ACLSMATV
| Q4 25 | 14.4% | 21.8% | ||
| Q3 25 | 12.2% | -0.6% | ||
| Q2 25 | 16.1% | -1.8% | ||
| Q1 25 | 14.8% | -87.8% | ||
| Q4 24 | 19.8% | 0.3% | ||
| Q3 24 | 18.9% | -4.2% | ||
| Q2 24 | 19.8% | -0.3% | ||
| Q1 24 | 20.4% | -5.6% |
每股收益（稀释后）ACLSMATV
| Q4 25 | $1.11 | $1.87 | ||
| Q3 25 | $0.83 | $-0.06 | ||
| Q2 25 | $0.98 | $-0.18 | ||
| Q1 25 | $0.88 | $-7.82 | ||
| Q4 24 | $1.54 | $0.03 | ||
| Q3 24 | $1.49 | $-0.38 | ||
| Q2 24 | $1.55 | $-0.03 | ||
| Q1 24 | $1.57 | $-0.52 |
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 | $84.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $1.0B | $498.7M |
| 总资产 | $1.4B | $2.1B |
| 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ACLSMATV
| Q4 25 | $374.3M | $84.2M | ||
| Q3 25 | $449.6M | $97.1M | ||
| Q2 25 | $549.8M | $95.6M | ||
| Q1 25 | $587.1M | $84.0M | ||
| Q4 24 | $571.3M | $94.3M | ||
| Q3 24 | $579.4M | $162.2M | ||
| Q2 24 | $548.3M | $133.4M | ||
| Q1 24 | $530.2M | $128.9M |
总债务ACLSMATV
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益ACLSMATV
| Q4 25 | $1.0B | $498.7M | ||
| Q3 25 | $1.0B | $397.4M | ||
| Q2 25 | $1.0B | $416.6M | ||
| Q1 25 | $1.0B | $428.2M | ||
| Q4 24 | $1.0B | $858.5M | ||
| Q3 24 | $975.6M | $882.3M | ||
| Q2 24 | $934.9M | $898.0M | ||
| Q1 24 | $901.7M | $906.9M |
总资产ACLSMATV
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.3B | $2.6B | ||
| Q2 24 | $1.3B | $2.6B | ||
| Q1 24 | $1.3B | $2.7B |
负债/权益比ACLSMATV
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.63× | ||
| Q2 25 | — | 2.66× | ||
| Q1 25 | — | 2.67× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.29× | ||
| Q1 24 | — | 1.30× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $8.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 1.7% |
| 资本支出强度资本支出/营收 | 1.0% | 2.4% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.19× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $93.8M |
8季度趋势，按日历期对齐
经营现金流ACLSMATV
| Q4 25 | $-6.6M | $19.3M | ||
| Q3 25 | $45.4M | $72.8M | ||
| Q2 25 | $39.7M | $57.6M | ||
| Q1 25 | $39.8M | $-15.9M | ||
| Q4 24 | $12.8M | $24.1M | ||
| Q3 24 | $45.7M | $37.6M | ||
| Q2 24 | $40.1M | $46.1M | ||
| Q1 24 | $42.2M | $-13.0M |
自由现金流ACLSMATV
| Q4 25 | $-8.9M | $8.0M | ||
| Q3 25 | $43.3M | $66.7M | ||
| Q2 25 | $37.7M | $48.9M | ||
| Q1 25 | $34.8M | $-29.8M | ||
| Q4 24 | $8.1M | $2.0M | ||
| Q3 24 | $41.8M | $25.5M | ||
| Q2 24 | $38.1M | $37.4M | ||
| Q1 24 | $40.6M | $-25.1M |
自由现金流率ACLSMATV
| Q4 25 | -3.7% | 1.7% | ||
| Q3 25 | 20.3% | 13.0% | ||
| Q2 25 | 19.4% | 9.3% | ||
| Q1 25 | 18.1% | -6.1% | ||
| Q4 24 | 3.2% | 0.4% | ||
| Q3 24 | 16.3% | 5.1% | ||
| Q2 24 | 14.8% | 7.1% | ||
| Q1 24 | 16.1% | -5.0% |
资本支出强度ACLSMATV
| Q4 25 | 1.0% | 2.4% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.0% | 1.7% | ||
| Q1 25 | 2.6% | 2.9% | ||
| Q4 24 | 1.8% | 4.8% | ||
| Q3 24 | 1.5% | 2.4% | ||
| Q2 24 | 0.8% | 1.7% | ||
| Q1 24 | 0.6% | 2.4% |
现金转化率ACLSMATV
| Q4 25 | -0.19× | 0.19× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 16.07× | ||
| 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% |
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
