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AXCELIS TECHNOLOGIES INC（ACLS）与MARTIN MIDSTREAM PARTNERS L.P.（MMLP）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MARTIN MIDSTREAM PARTNERS L.P.的1.3倍（$238.3M vs $187.7M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.7%，领先12.7%），MARTIN MIDSTREAM PARTNERS L.P.同比增速更快（-2.5% vs -5.6%），MARTIN MIDSTREAM PARTNERS L.P.自由现金流更多（$-6.0M vs $-8.9M），过去两年MARTIN MIDSTREAM PARTNERS L.P.的营收复合增速更高（0.8% 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。
Martin Midstream Partners L.P.是美国中游能源服务提供商，主营原油、天然气液、精炼石油产品及特种化学品的存储、运输、分销与加工服务，主要服务北美能源及工业领域客户。
ACLS vs MMLP — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $187.7M |
| 净利润 | $34.3M | $3.2M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 4.1% |
| 净利率 | 14.4% | 1.7% |
| 营收同比 | -5.6% | -2.5% |
| 净利润同比 | -31.3% | -37.1% |
| 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
| Q1 26 | — | $187.7M | ||
| Q4 25 | $238.3M | $174.2M | ||
| Q3 25 | $213.6M | $168.7M | ||
| Q2 25 | $194.5M | $180.7M | ||
| Q1 25 | $192.6M | $192.5M | ||
| Q4 24 | $252.4M | $171.3M | ||
| Q3 24 | $256.6M | $170.9M | ||
| Q2 24 | $256.5M | $184.5M |
| Q1 26 | — | $3.2M | ||
| Q4 25 | $34.3M | $-2.9M | ||
| Q3 25 | $26.0M | $-8.4M | ||
| Q2 25 | $31.4M | $-2.4M | ||
| Q1 25 | $28.6M | $-1.0M | ||
| Q4 24 | $50.0M | $-8.9M | ||
| Q3 24 | $48.6M | $-3.3M | ||
| Q2 24 | $50.9M | $3.8M |
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 57.1% | ||
| Q3 25 | 41.6% | 55.1% | ||
| Q2 25 | 44.9% | 56.5% | ||
| Q1 25 | 46.1% | 53.5% | ||
| Q4 24 | 46.0% | 58.2% | ||
| Q3 24 | 42.9% | 58.5% | ||
| Q2 24 | 43.8% | 58.4% |
| Q1 26 | — | 4.1% | ||
| Q4 25 | 15.2% | 7.3% | ||
| Q3 25 | 11.7% | 4.1% | ||
| Q2 25 | 14.9% | 8.2% | ||
| Q1 25 | 15.1% | 7.5% | ||
| Q4 24 | 21.6% | 4.0% | ||
| Q3 24 | 18.3% | 7.4% | ||
| Q2 24 | 20.6% | 10.8% |
| Q1 26 | — | 1.7% | ||
| Q4 25 | 14.4% | -1.7% | ||
| Q3 25 | 12.2% | -5.0% | ||
| Q2 25 | 16.1% | -1.3% | ||
| Q1 25 | 14.8% | -0.5% | ||
| Q4 24 | 19.8% | -5.2% | ||
| Q3 24 | 18.9% | -1.9% | ||
| Q2 24 | 19.8% | 2.0% |
| Q1 26 | — | — | ||
| 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 | — |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $1.4B | $537.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| 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 | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $428.0M | ||
| Q3 25 | — | $441.3M | ||
| Q2 25 | — | $427.8M | ||
| Q1 25 | — | $451.4M | ||
| Q4 24 | — | $437.6M | ||
| Q3 24 | — | $469.3M | ||
| Q2 24 | — | $439.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $975.6M | — | ||
| Q2 24 | $934.9M | — |
| Q1 26 | — | $537.1M | ||
| Q4 25 | $1.4B | $522.4M | ||
| Q3 25 | $1.4B | $510.1M | ||
| Q2 25 | $1.3B | $515.6M | ||
| Q1 25 | $1.3B | $533.4M | ||
| Q4 24 | $1.3B | $538.5M | ||
| Q3 24 | $1.3B | $554.8M | ||
| Q2 24 | $1.3B | $535.1M |
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 | $-6.0M |
| 自由现金流率自由现金流/营收 | -3.7% | -3.2% |
| 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 | $27.2M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $22.4M | ||
| Q3 25 | $45.4M | $-1.2M | ||
| Q2 25 | $39.7M | $30.9M | ||
| Q1 25 | $39.8M | $-6.0M | ||
| Q4 24 | $12.8M | $42.2M | ||
| Q3 24 | $45.7M | $-15.8M | ||
| Q2 24 | $40.1M | $11.8M |
| Q1 26 | — | $-6.0M | ||
| Q4 25 | $-8.9M | $15.6M | ||
| Q3 25 | $43.3M | $-7.9M | ||
| Q2 25 | $37.7M | $25.6M | ||
| Q1 25 | $34.8M | $-11.9M | ||
| Q4 24 | $8.1M | $34.2M | ||
| Q3 24 | $41.8M | $-25.6M | ||
| Q2 24 | $38.1M | $-696.0K |
| Q1 26 | — | -3.2% | ||
| Q4 25 | -3.7% | 8.9% | ||
| Q3 25 | 20.3% | -4.7% | ||
| Q2 25 | 19.4% | 14.2% | ||
| Q1 25 | 18.1% | -6.2% | ||
| Q4 24 | 3.2% | 20.0% | ||
| Q3 24 | 16.3% | -15.0% | ||
| Q2 24 | 14.8% | -0.4% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 1.0% | 3.9% | ||
| Q3 25 | 0.9% | 4.0% | ||
| Q2 25 | 1.0% | 3.0% | ||
| Q1 25 | 2.6% | 3.1% | ||
| Q4 24 | 1.8% | 4.6% | ||
| Q3 24 | 1.5% | 5.8% | ||
| Q2 24 | 0.8% | 6.8% |
| Q1 26 | — | — | ||
| 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× | 3.13× |
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% |
MMLP
| Specialty products | $61.6M | 33% |
| Transportation * | $52.8M | 28% |
| Other | $46.5M | 25% |
| Terminalling and storage * | $22.4M | 12% |
| Sulfur services | $4.4M | 2% |
