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AXCELIS TECHNOLOGIES INC（ACLS）与MONARCH CASINO & RESORT INC（MCRI）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MONARCH CASINO & RESORT INC的1.7倍（$238.3M vs $136.6M），MONARCH CASINO & RESORT INC净利率更高（20.2% vs 14.4%，领先5.8%），MONARCH CASINO & RESORT INC同比增速更快（8.9% vs -5.6%），过去两年MONARCH CASINO & RESORT INC的营收复合增速更高（3.2% 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。
君主赌场度假村集团是美国知名博彩度假企业，旗下运营位于内华达州里诺的亚特兰蒂斯赌场度假水疗中心。该物业设有三座酒店塔楼，共824间客房及套房，博彩区面积达64814平方英尺，是里诺当地盈利水平领先、定位高端的度假目的地，累计已投入近1.5亿美元用于设施升级。
ACLS vs MCRI — 直观对比
营收规模更大
ACLS
是对方的1.7倍
$136.6M
营收增速更快
MCRI
高出14.5%
-5.6%
净利率更高
MCRI
高出5.8%
14.4%
两年增速更快
MCRI
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $136.6M |
| 净利润 | $34.3M | $27.6M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 25.6% |
| 净利率 | 14.4% | 20.2% |
| 营收同比 | -5.6% | 8.9% |
| 净利润同比 | -31.3% | 38.9% |
| 每股收益（稀释后） | $1.11 | $1.52 |
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ACLSMCRI
| Q1 26 | — | $136.6M | ||
| Q4 25 | $238.3M | $140.0M | ||
| Q3 25 | $213.6M | $142.8M | ||
| Q2 25 | $194.5M | $136.9M | ||
| Q1 25 | $192.6M | $125.4M | ||
| Q4 24 | $252.4M | $134.5M | ||
| Q3 24 | $256.6M | $137.9M | ||
| Q2 24 | $256.5M | $128.1M |
净利润ACLSMCRI
| Q1 26 | — | $27.6M | ||
| Q4 25 | $34.3M | $22.9M | ||
| Q3 25 | $26.0M | $31.6M | ||
| Q2 25 | $31.4M | $27.0M | ||
| Q1 25 | $28.6M | $19.9M | ||
| Q4 24 | $50.0M | $4.2M | ||
| Q3 24 | $48.6M | $27.6M | ||
| Q2 24 | $50.9M | $22.7M |
毛利率ACLSMCRI
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 20.8% | ||
| Q3 25 | 41.6% | 26.7% | ||
| Q2 25 | 44.9% | 25.5% | ||
| Q1 25 | 46.1% | 20.2% | ||
| Q4 24 | 46.0% | 2.9% | ||
| Q3 24 | 42.9% | 25.6% | ||
| Q2 24 | 43.8% | 23.0% |
营业利润率ACLSMCRI
| Q1 26 | — | 25.6% | ||
| Q4 25 | 15.2% | 21.3% | ||
| Q3 25 | 11.7% | 27.1% | ||
| Q2 25 | 14.9% | 25.8% | ||
| Q1 25 | 15.1% | 20.4% | ||
| Q4 24 | 21.6% | 3.1% | ||
| Q3 24 | 18.3% | 25.5% | ||
| Q2 24 | 20.6% | 22.9% |
净利率ACLSMCRI
| Q1 26 | — | 20.2% | ||
| Q4 25 | 14.4% | 16.4% | ||
| Q3 25 | 12.2% | 22.1% | ||
| Q2 25 | 16.1% | 19.7% | ||
| Q1 25 | 14.8% | 15.8% | ||
| Q4 24 | 19.8% | 3.1% | ||
| Q3 24 | 18.9% | 20.0% | ||
| Q2 24 | 19.8% | 17.7% |
每股收益（稀释后）ACLSMCRI
| Q1 26 | — | $1.52 | ||
| Q4 25 | $1.11 | $1.25 | ||
| Q3 25 | $0.83 | $1.69 | ||
| Q2 25 | $0.98 | $1.44 | ||
| Q1 25 | $0.88 | $1.05 | ||
| Q4 24 | $1.54 | $0.25 | ||
| Q3 24 | $1.49 | $1.47 | ||
| Q2 24 | $1.55 | $1.19 |
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 | $120.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $549.8M |
| 总资产 | $1.4B | $725.2M |
| 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ACLSMCRI
| Q1 26 | — | $120.1M | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — |
股东权益ACLSMCRI
| Q1 26 | — | $549.8M | ||
| Q4 25 | $1.0B | $537.7M | ||
| Q3 25 | $1.0B | $558.4M | ||
| Q2 25 | $1.0B | $539.2M | ||
| Q1 25 | $1.0B | $535.6M | ||
| Q4 24 | $1.0B | $517.7M | ||
| Q3 24 | $975.6M | $513.3M | ||
| Q2 24 | $934.9M | $498.4M |
总资产ACLSMCRI
| Q1 26 | — | $725.2M | ||
| Q4 25 | $1.4B | $712.8M | ||
| Q3 25 | $1.4B | $725.4M | ||
| Q2 25 | $1.3B | $705.8M | ||
| Q1 25 | $1.3B | $712.1M | ||
| Q4 24 | $1.3B | $691.6M | ||
| Q3 24 | $1.3B | $671.1M | ||
| Q2 24 | $1.3B | $672.4M |
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 | — |
| 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ACLSMCRI
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $38.1M | ||
| Q3 25 | $45.4M | $56.0M | ||
| Q2 25 | $39.7M | $34.1M | ||
| Q1 25 | $39.8M | $36.5M | ||
| Q4 24 | $12.8M | $37.8M | ||
| Q3 24 | $45.7M | $40.3M | ||
| Q2 24 | $40.1M | $24.3M |
自由现金流ACLSMCRI
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $32.2M | ||
| Q3 25 | $43.3M | $53.5M | ||
| Q2 25 | $37.7M | $26.0M | ||
| Q1 25 | $34.8M | $16.6M | ||
| Q4 24 | $8.1M | $26.2M | ||
| Q3 24 | $41.8M | $35.4M | ||
| Q2 24 | $38.1M | $11.0M |
自由现金流率ACLSMCRI
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 23.0% | ||
| Q3 25 | 20.3% | 37.5% | ||
| Q2 25 | 19.4% | 19.0% | ||
| Q1 25 | 18.1% | 13.3% | ||
| Q4 24 | 3.2% | 19.5% | ||
| Q3 24 | 16.3% | 25.7% | ||
| Q2 24 | 14.8% | 8.5% |
资本支出强度ACLSMCRI
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 4.2% | ||
| Q3 25 | 0.9% | 1.7% | ||
| Q2 25 | 1.0% | 5.9% | ||
| Q1 25 | 2.6% | 15.8% | ||
| Q4 24 | 1.8% | 8.6% | ||
| Q3 24 | 1.5% | 3.6% | ||
| Q2 24 | 0.8% | 10.4% |
现金转化率ACLSMCRI
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 1.66× | ||
| Q3 25 | 1.75× | 1.77× | ||
| Q2 25 | 1.27× | 1.26× | ||
| Q1 25 | 1.39× | 1.84× | ||
| Q4 24 | 0.26× | 8.98× | ||
| Q3 24 | 0.94× | 1.46× | ||
| Q2 24 | 0.79× | 1.07× |
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% |
MCRI
| Casino | $79.7M | 58% |
| Food and beverage | $31.7M | 23% |
| Hotel | $19.0M | 14% |
| Other | $6.1M | 5% |
