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AXCELIS TECHNOLOGIES INC（ACLS）与MEDICAL PROPERTIES TRUST INC（MPW）财务数据对比。点击上方公司名可切换其他公司
MEDICAL PROPERTIES TRUST INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$270.3M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 6.5%，领先7.9%），MEDICAL PROPERTIES TRUST INC同比增速更快（16.6% vs -5.6%），过去两年MEDICAL PROPERTIES TRUST INC的营收复合增速更高（-0.2% 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。
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
ACLS vs MPW — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $270.3M |
| 净利润 | $34.3M | $17.6M |
| 毛利率 | 47.0% | 95.8% |
| 营业利润率 | 15.2% | 9.7% |
| 净利率 | 14.4% | 6.5% |
| 营收同比 | -5.6% | 16.6% |
| 净利润同比 | -31.3% | 104.3% |
| 每股收益（稀释后） | $1.11 | $0.03 |
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
| Q4 25 | $238.3M | $270.3M | ||
| Q3 25 | $213.6M | $237.5M | ||
| Q2 25 | $194.5M | $240.4M | ||
| Q1 25 | $192.6M | $223.8M | ||
| Q4 24 | $252.4M | $231.8M | ||
| Q3 24 | $256.6M | $225.8M | ||
| Q2 24 | $256.5M | $266.6M | ||
| Q1 24 | $252.4M | $271.3M |
| Q4 25 | $34.3M | $17.6M | ||
| Q3 25 | $26.0M | $-77.7M | ||
| Q2 25 | $31.4M | $-98.4M | ||
| Q1 25 | $28.6M | $-118.3M | ||
| Q4 24 | $50.0M | $-412.3M | ||
| Q3 24 | $48.6M | $-801.2M | ||
| Q2 24 | $50.9M | $-320.6M | ||
| Q1 24 | $51.6M | $-875.6M |
| Q4 25 | 47.0% | 95.8% | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | 91.8% | ||
| Q1 25 | 46.1% | 63.6% | ||
| Q4 24 | 46.0% | 90.9% | ||
| Q3 24 | 42.9% | 96.5% | ||
| Q2 24 | 43.8% | 98.4% | ||
| Q1 24 | 46.0% | 84.9% |
| Q4 25 | 15.2% | 9.7% | ||
| Q3 25 | 11.7% | -28.0% | ||
| Q2 25 | 14.9% | -36.7% | ||
| Q1 25 | 15.1% | -48.5% | ||
| Q4 24 | 21.6% | -173.7% | ||
| Q3 24 | 18.3% | -350.7% | ||
| Q2 24 | 20.6% | -114.5% | ||
| Q1 24 | 22.4% | -318.6% |
| Q4 25 | 14.4% | 6.5% | ||
| Q3 25 | 12.2% | -32.7% | ||
| Q2 25 | 16.1% | -40.9% | ||
| Q1 25 | 14.8% | -52.8% | ||
| Q4 24 | 19.8% | -177.8% | ||
| Q3 24 | 18.9% | -354.8% | ||
| Q2 24 | 19.8% | -120.3% | ||
| Q1 24 | 20.4% | -322.7% |
| Q4 25 | $1.11 | $0.03 | ||
| Q3 25 | $0.83 | $-0.13 | ||
| Q2 25 | $0.98 | $-0.16 | ||
| Q1 25 | $0.88 | $-0.20 | ||
| Q4 24 | $1.54 | $-0.68 | ||
| Q3 24 | $1.49 | $-1.34 | ||
| Q2 24 | $1.55 | $-0.54 | ||
| Q1 24 | $1.57 | $-1.46 |
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 | $540.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $1.0B | $4.6B |
| 总资产 | $1.4B | $15.0B |
| 负债/权益比越低杠杆越低 | — | 2.11× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $540.9M | ||
| Q3 25 | $449.6M | $396.6M | ||
| Q2 25 | $549.8M | $509.8M | ||
| Q1 25 | $587.1M | $673.5M | ||
| Q4 24 | $571.3M | $332.3M | ||
| Q3 24 | $579.4M | $275.6M | ||
| Q2 24 | $548.3M | $606.5M | ||
| Q1 24 | $530.2M | $224.3M |
| Q4 25 | — | $9.7B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | — | $9.6B | ||
| Q1 25 | — | $9.5B | ||
| Q4 24 | — | $8.8B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | — | $9.4B | ||
| Q1 24 | — | $10.1B |
| Q4 25 | $1.0B | $4.6B | ||
| Q3 25 | $1.0B | $4.7B | ||
| Q2 25 | $1.0B | $4.8B | ||
| Q1 25 | $1.0B | $4.8B | ||
| Q4 24 | $1.0B | $4.8B | ||
| Q3 24 | $975.6M | $5.4B | ||
| Q2 24 | $934.9M | $6.2B | ||
| Q1 24 | $901.7M | $6.7B |
| Q4 25 | $1.4B | $15.0B | ||
| Q3 25 | $1.4B | $14.9B | ||
| Q2 25 | $1.3B | $15.2B | ||
| Q1 25 | $1.3B | $14.9B | ||
| Q4 24 | $1.3B | $14.3B | ||
| Q3 24 | $1.3B | $15.2B | ||
| Q2 24 | $1.3B | $16.2B | ||
| Q1 24 | $1.3B | $17.3B |
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | 2.00× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | — | 1.83× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | — | 1.51× |
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 | $230.8M |
| 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× | 13.11× |
| 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
| Q4 25 | $-6.6M | $230.8M | ||
| Q3 25 | $45.4M | $18.6M | ||
| Q2 25 | $39.7M | $51.7M | ||
| Q1 25 | $39.8M | $384.0K | ||
| Q4 24 | $12.8M | $245.5M | ||
| Q3 24 | $45.7M | $59.2M | ||
| Q2 24 | $40.1M | $35.3M | ||
| Q1 24 | $42.2M | $74.3M |
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
| Q4 25 | -0.19× | 13.11× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| 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% |
MPW
暂无分部数据
