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AXCELIS TECHNOLOGIES INC（ACLS）与3M（MMM）财务数据对比。点击上方公司名可切换其他公司
3M的季度营收约是AXCELIS TECHNOLOGIES INC的25.3倍（$6.0B vs $238.3M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 10.8%，领先3.6%）。3M同比增速更快（1.3% vs -5.6%）。3M自由现金流更多（$2.0B vs $-8.9M）。过去两年3M的营收复合增速更高（-1.8% 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。
3M是美国知名跨国综合企业，业务覆盖工业、劳动者安全防护、消费品等多个领域，总部位于圣保罗郊区的枫木市。公司现有超6万款产品，涵盖胶粘剂、研磨材料、防火防护产品、个人防护装备、窗膜、车漆保护膜、电子连接绝缘材料、汽车养护产品、光学膜等品类。
ACLS vs MMM — 直观对比
营收规模更大
MMM
是对方的25.3倍
$238.3M
营收增速更快
MMM
高出6.9%
-5.6%
净利率更高
ACLS
高出3.6%
10.8%
自由现金流更多
MMM
多$2.0B
$-8.9M
两年增速更快
MMM
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $6.0B |
| 净利润 | $34.3M | $653.0M |
| 毛利率 | 47.0% | 40.7% |
| 营业利润率 | 15.2% | 23.2% |
| 净利率 | 14.4% | 10.8% |
| 营收同比 | -5.6% | 1.3% |
| 净利润同比 | -31.3% | -41.5% |
| 每股收益（稀释后） | $1.11 | $1.23 |
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ACLSMMM
| Q1 26 | — | $6.0B | ||
| Q4 25 | $238.3M | $6.1B | ||
| Q3 25 | $213.6M | $6.5B | ||
| Q2 25 | $194.5M | $6.3B | ||
| Q1 25 | $192.6M | $6.0B | ||
| Q4 24 | $252.4M | $6.0B | ||
| Q3 24 | $256.6M | $6.3B | ||
| Q2 24 | $256.5M | $6.3B |
净利润ACLSMMM
| Q1 26 | — | $653.0M | ||
| Q4 25 | $34.3M | $577.0M | ||
| Q3 25 | $26.0M | $834.0M | ||
| Q2 25 | $31.4M | $723.0M | ||
| Q1 25 | $28.6M | $1.1B | ||
| Q4 24 | $50.0M | $728.0M | ||
| Q3 24 | $48.6M | $1.4B | ||
| Q2 24 | $50.9M | $1.1B |
毛利率ACLSMMM
| Q1 26 | — | 40.7% | ||
| Q4 25 | 47.0% | 33.6% | ||
| Q3 25 | 41.6% | 41.8% | ||
| Q2 25 | 44.9% | 42.5% | ||
| Q1 25 | 46.1% | 41.6% | ||
| Q4 24 | 46.0% | 51.7% | ||
| Q3 24 | 42.9% | 42.1% | ||
| Q2 24 | 43.8% | 42.9% |
营业利润率ACLSMMM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 15.2% | 13.0% | ||
| Q3 25 | 11.7% | 22.2% | ||
| Q2 25 | 14.9% | 18.0% | ||
| Q1 25 | 15.1% | 20.9% | ||
| Q4 24 | 21.6% | 12.2% | ||
| Q3 24 | 18.3% | 20.9% | ||
| Q2 24 | 20.6% | 20.3% |
净利率ACLSMMM
| Q1 26 | — | 10.8% | ||
| Q4 25 | 14.4% | 9.4% | ||
| Q3 25 | 12.2% | 12.8% | ||
| Q2 25 | 16.1% | 11.4% | ||
| Q1 25 | 14.8% | 18.7% | ||
| Q4 24 | 19.8% | 12.1% | ||
| Q3 24 | 18.9% | 21.8% | ||
| Q2 24 | 19.8% | 18.3% |
每股收益（稀释后）ACLSMMM
| Q1 26 | — | $1.23 | ||
| Q4 25 | $1.11 | $1.07 | ||
| Q3 25 | $0.83 | $1.55 | ||
| Q2 25 | $0.98 | $1.34 | ||
| Q1 25 | $0.88 | $2.04 | ||
| Q4 24 | $1.54 | $1.33 | ||
| Q3 24 | $1.49 | $2.48 | ||
| Q2 24 | $1.55 | $2.07 |
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 | $3.7B |
| 总债务越低越好 | — | $10.9B |
| 股东权益账面价值 | $1.0B | $3.3B |
| 总资产 | $1.4B | $35.4B |
| 负债/权益比越低杠杆越低 | — | 3.29× |
8季度趋势，按日历期对齐
现金及短期投资ACLSMMM
| Q1 26 | — | $3.7B | ||
| 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 | — |
总债务ACLSMMM
| Q1 26 | — | $10.9B | ||
| Q4 25 | — | $12.6B | ||
| Q3 25 | — | $12.6B | ||
| Q2 25 | — | $13.1B | ||
| Q1 25 | — | $13.5B | ||
| Q4 24 | — | $13.0B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | — | $13.1B |
股东权益ACLSMMM
| Q1 26 | — | $3.3B | ||
| Q4 25 | $1.0B | $4.7B | ||
| Q3 25 | $1.0B | $4.6B | ||
| Q2 25 | $1.0B | $4.3B | ||
| Q1 25 | $1.0B | $4.5B | ||
| Q4 24 | $1.0B | $3.8B | ||
| Q3 24 | $975.6M | $4.6B | ||
| Q2 24 | $934.9M | $3.9B |
总资产ACLSMMM
| Q1 26 | — | $35.4B | ||
| Q4 25 | $1.4B | $37.7B | ||
| Q3 25 | $1.4B | $37.6B | ||
| Q2 25 | $1.3B | $38.0B | ||
| Q1 25 | $1.3B | $40.0B | ||
| Q4 24 | $1.3B | $39.9B | ||
| Q3 24 | $1.3B | $40.9B | ||
| Q2 24 | $1.3B | $43.4B |
负债/权益比ACLSMMM
| Q1 26 | — | 3.29× | ||
| Q4 25 | — | 2.68× | ||
| Q3 25 | — | 2.72× | ||
| Q2 25 | — | 3.06× | ||
| Q1 25 | — | 3.02× | ||
| Q4 24 | — | 3.40× | ||
| Q3 24 | — | 2.84× | ||
| Q2 24 | — | 3.34× |
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 | $2.0B |
| 自由现金流率自由现金流/营收 | -3.7% | 33.6% |
| 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 | $3.7B |
8季度趋势，按日历期对齐
经营现金流ACLSMMM
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $1.6B | ||
| Q3 25 | $45.4M | $1.8B | ||
| Q2 25 | $39.7M | $-954.0M | ||
| Q1 25 | $39.8M | $-79.0M | ||
| Q4 24 | $12.8M | $1.8B | ||
| Q3 24 | $45.7M | $-1.8B | ||
| Q2 24 | $40.1M | $1.0B |
自由现金流ACLSMMM
| Q1 26 | — | $2.0B | ||
| Q4 25 | $-8.9M | $1.3B | ||
| Q3 25 | $43.3M | $1.5B | ||
| Q2 25 | $37.7M | $-1.2B | ||
| Q1 25 | $34.8M | $-315.0M | ||
| Q4 24 | $8.1M | $1.5B | ||
| Q3 24 | $41.8M | $-2.0B | ||
| Q2 24 | $38.1M | $752.0M |
自由现金流率ACLSMMM
| Q1 26 | — | 33.6% | ||
| Q4 25 | -3.7% | 21.8% | ||
| Q3 25 | 20.3% | 23.6% | ||
| Q2 25 | 19.4% | -18.3% | ||
| Q1 25 | 18.1% | -5.3% | ||
| Q4 24 | 3.2% | 25.4% | ||
| Q3 24 | 16.3% | -32.3% | ||
| Q2 24 | 14.8% | 12.0% |
资本支出强度ACLSMMM
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 4.0% | ||
| Q3 25 | 0.9% | 3.3% | ||
| Q2 25 | 1.0% | 3.3% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 1.8% | 4.8% | ||
| Q3 24 | 1.5% | 3.9% | ||
| Q2 24 | 0.8% | 4.3% |
现金转化率ACLSMMM
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 2.74× | ||
| Q3 25 | 1.75× | 2.11× | ||
| Q2 25 | 1.27× | -1.32× | ||
| Q1 25 | 1.39× | -0.07× | ||
| Q4 24 | 0.26× | 2.50× | ||
| Q3 24 | 0.94× | -1.30× | ||
| Q2 24 | 0.79× | 0.89× |
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% |
MMM
| Safety and Industrial business segment | $2.9B | 49% |
| Transportation and Electronics business segment | $1.8B | 31% |
| Consumer business segment | $1.1B | 19% |
| Corporate | $121.0M | 2% |
