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AXCELIS TECHNOLOGIES INC（ACLS）与MARCUS CORP（MCS）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MARCUS CORP的1.2倍（$238.3M vs $193.5M），MARCUS CORP同比增速更快（2.8% vs -5.6%），MARCUS CORP自由现金流更多（$26.4M vs $-8.9M），过去两年MARCUS CORP的营收复合增速更高（18.2% 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。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
ACLS vs MCS — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$193.5M
营收增速更快
MCS
高出8.3%
-5.6%
自由现金流更多
MCS
多$35.3M
$-8.9M
两年增速更快
MCS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $193.5M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 0.9% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 2.8% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | — |
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ACLSMCS
| Q4 25 | $238.3M | $193.5M | ||
| Q3 25 | $213.6M | $210.2M | ||
| Q2 25 | $194.5M | $206.0M | ||
| Q1 25 | $192.6M | $148.8M | ||
| Q4 24 | $252.4M | $188.3M | ||
| Q3 24 | $256.6M | $232.7M | ||
| Q2 24 | $256.5M | $176.0M | ||
| Q1 24 | $252.4M | $138.5M |
净利润ACLSMCS
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $16.2M | ||
| Q2 25 | $31.4M | $7.3M | ||
| Q1 25 | $28.6M | $-16.8M | ||
| Q4 24 | $50.0M | $986.0K | ||
| Q3 24 | $48.6M | $23.3M | ||
| Q2 24 | $50.9M | $-20.2M | ||
| Q1 24 | $51.6M | $-11.9M |
毛利率ACLSMCS
| 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ACLSMCS
| Q4 25 | 15.2% | 0.9% | ||
| Q3 25 | 11.7% | 10.8% | ||
| Q2 25 | 14.9% | 6.3% | ||
| Q1 25 | 15.1% | -13.7% | ||
| Q4 24 | 21.6% | -1.2% | ||
| Q3 24 | 18.3% | 14.1% | ||
| Q2 24 | 20.6% | 1.3% | ||
| Q1 24 | 22.4% | -12.0% |
净利率ACLSMCS
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 7.7% | ||
| Q2 25 | 16.1% | 3.6% | ||
| Q1 25 | 14.8% | -11.3% | ||
| Q4 24 | 19.8% | 0.5% | ||
| Q3 24 | 18.9% | 10.0% | ||
| Q2 24 | 19.8% | -11.5% | ||
| Q1 24 | 20.4% | -8.6% |
每股收益（稀释后）ACLSMCS
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | — | ||
| Q1 24 | $1.57 | — |
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 | $23.4M |
| 总债务越低越好 | — | $159.0M |
| 股东权益账面价值 | $1.0B | $457.4M |
| 总资产 | $1.4B | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资ACLSMCS
| Q4 25 | $374.3M | $23.4M | ||
| Q3 25 | $449.6M | $7.4M | ||
| Q2 25 | $549.8M | $14.9M | ||
| Q1 25 | $587.1M | $11.9M | ||
| Q4 24 | $571.3M | $40.8M | ||
| Q3 24 | $579.4M | $28.4M | ||
| Q2 24 | $548.3M | $32.8M | ||
| Q1 24 | $530.2M | $17.3M |
总债务ACLSMCS
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $162.0M | ||
| Q2 25 | — | $179.9M | ||
| Q1 25 | — | $198.9M | ||
| Q4 24 | — | $159.1M | ||
| Q3 24 | — | $173.1M | ||
| Q2 24 | — | $175.7M | ||
| Q1 24 | — | $169.8M |
股东权益ACLSMCS
| Q4 25 | $1.0B | $457.4M | ||
| Q3 25 | $1.0B | $454.3M | ||
| Q2 25 | $1.0B | $448.4M | ||
| Q1 25 | $1.0B | $441.8M | ||
| Q4 24 | $1.0B | $464.9M | ||
| Q3 24 | $975.6M | $462.3M | ||
| Q2 24 | $934.9M | $449.4M | ||
| Q1 24 | $901.7M | $459.3M |
总资产ACLSMCS
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.3B | $1.0B |
负债/权益比ACLSMCS
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× | ||
| Q1 24 | — | 0.37× |
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 | $48.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $26.4M |
| 自由现金流率自由现金流/营收 | -3.7% | 13.6% |
| 资本支出强度资本支出/营收 | 1.0% | 11.6% |
| 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 | $989.0K |
8季度趋势，按日历期对齐
经营现金流ACLSMCS
| Q4 25 | $-6.6M | $48.8M | ||
| Q3 25 | $45.4M | $39.1M | ||
| Q2 25 | $39.7M | $31.6M | ||
| Q1 25 | $39.8M | $-35.3M | ||
| Q4 24 | $12.8M | $52.6M | ||
| Q3 24 | $45.7M | $30.5M | ||
| Q2 24 | $40.1M | $36.0M | ||
| Q1 24 | $42.2M | $-15.1M |
自由现金流ACLSMCS
| Q4 25 | $-8.9M | $26.4M | ||
| Q3 25 | $43.3M | $18.2M | ||
| Q2 25 | $37.7M | $14.7M | ||
| Q1 25 | $34.8M | $-58.3M | ||
| Q4 24 | $8.1M | $27.1M | ||
| Q3 24 | $41.8M | $12.0M | ||
| Q2 24 | $38.1M | $16.1M | ||
| Q1 24 | $40.6M | $-30.5M |
自由现金流率ACLSMCS
| Q4 25 | -3.7% | 13.6% | ||
| Q3 25 | 20.3% | 8.7% | ||
| Q2 25 | 19.4% | 7.1% | ||
| Q1 25 | 18.1% | -39.2% | ||
| Q4 24 | 3.2% | 14.4% | ||
| Q3 24 | 16.3% | 5.2% | ||
| Q2 24 | 14.8% | 9.2% | ||
| Q1 24 | 16.1% | -22.0% |
资本支出强度ACLSMCS
| Q4 25 | 1.0% | 11.6% | ||
| Q3 25 | 0.9% | 9.9% | ||
| Q2 25 | 1.0% | 8.2% | ||
| Q1 25 | 2.6% | 15.5% | ||
| Q4 24 | 1.8% | 13.5% | ||
| Q3 24 | 1.5% | 7.9% | ||
| Q2 24 | 0.8% | 11.3% | ||
| Q1 24 | 0.6% | 11.1% |
现金转化率ACLSMCS
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 2.41× | ||
| Q2 25 | 1.27× | 4.32× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 53.31× | ||
| Q3 24 | 0.94× | 1.31× | ||
| 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% |
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
