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AXCELIS TECHNOLOGIES INC（ACLS）与Marqeta, Inc.（MQ）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Marqeta, Inc.的1.4倍（$238.3M vs $165.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 4.7%，领先9.7%），Marqeta, Inc.同比增速更快（19.0% vs -5.6%），过去两年Marqeta, Inc.的营收复合增速更高（15.0% 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。
Marqeta, Inc.运营云原生开放API平台，提供现代发卡与数字支付处理服务，可赋能金融科技初创企业、大型零售商及企业客户推出定制化实体、虚拟支付卡及嵌入式金融解决方案，服务覆盖全球消费及商业市场。
ACLS vs MQ — 直观对比
营收规模更大
ACLS
是对方的1.4倍
$165.8M
营收增速更快
MQ
高出24.6%
-5.6%
净利率更高
ACLS
高出9.7%
4.7%
两年增速更快
MQ
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $165.8M |
| 净利润 | $34.3M | $7.8M |
| 毛利率 | 47.0% | 70.9% |
| 营业利润率 | 15.2% | 30.3% |
| 净利率 | 14.4% | 4.7% |
| 营收同比 | -5.6% | 19.0% |
| 净利润同比 | -31.3% | 194.8% |
| 每股收益（稀释后） | $1.11 | $0.02 |
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ACLSMQ
| Q1 26 | — | $165.8M | ||
| Q4 25 | $238.3M | $172.1M | ||
| Q3 25 | $213.6M | $163.3M | ||
| Q2 25 | $194.5M | $150.4M | ||
| Q1 25 | $192.6M | $139.1M | ||
| Q4 24 | $252.4M | $135.8M | ||
| Q3 24 | $256.6M | $128.0M | ||
| Q2 24 | $256.5M | $125.3M |
净利润ACLSMQ
| Q1 26 | — | $7.8M | ||
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-3.6M | ||
| Q2 25 | $31.4M | $-647.0K | ||
| Q1 25 | $28.6M | $-8.3M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-28.6M | ||
| Q2 24 | $50.9M | $119.1M |
毛利率ACLSMQ
| Q1 26 | — | 70.9% | ||
| Q4 25 | 47.0% | 69.7% | ||
| Q3 25 | 41.6% | 70.1% | ||
| Q2 25 | 44.9% | 69.2% | ||
| Q1 25 | 46.1% | 71.0% | ||
| Q4 24 | 46.0% | 72.3% | ||
| Q3 24 | 42.9% | 70.4% | ||
| Q2 24 | 43.8% | 63.3% |
营业利润率ACLSMQ
| Q1 26 | — | 30.3% | ||
| Q4 25 | 15.2% | -4.8% | ||
| Q3 25 | 11.7% | -6.4% | ||
| Q2 25 | 14.9% | -6.1% | ||
| Q1 25 | 15.1% | -13.3% | ||
| Q4 24 | 21.6% | -27.6% | ||
| Q3 24 | 18.3% | -33.0% | ||
| Q2 24 | 20.6% | 83.9% |
净利率ACLSMQ
| Q1 26 | — | 4.7% | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -2.2% | ||
| Q2 25 | 16.1% | -0.4% | ||
| Q1 25 | 14.8% | -5.9% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -22.4% | ||
| Q2 24 | 19.8% | 95.1% |
每股收益（稀释后）ACLSMQ
| Q1 26 | — | $0.02 | ||
| 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 | $712.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $742.3M |
| 总资产 | $1.4B | $1.5B |
| 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ACLSMQ
| Q1 26 | — | $712.1M | ||
| Q4 25 | $374.3M | $709.4M | ||
| Q3 25 | $449.6M | $747.2M | ||
| Q2 25 | $549.8M | $732.7M | ||
| Q1 25 | $587.1M | $830.9M | ||
| Q4 24 | $571.3M | $923.0M | ||
| Q3 24 | $579.4M | $886.4M | ||
| Q2 24 | $548.3M | $924.7M |
股东权益ACLSMQ
| Q1 26 | — | $742.3M | ||
| Q4 25 | $1.0B | $762.0M | ||
| Q3 25 | $1.0B | $839.2M | ||
| Q2 25 | $1.0B | $843.4M | ||
| Q1 25 | $1.0B | $987.3M | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $1.1B | ||
| Q2 24 | $934.9M | $1.1B |
总资产ACLSMQ
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.5B |
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ACLSMQ
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $53.3M | ||
| Q3 25 | $45.4M | $86.8M | ||
| Q2 25 | $39.7M | $12.5M | ||
| Q1 25 | $39.8M | $10.0M | ||
| Q4 24 | $12.8M | $24.8M | ||
| Q3 24 | $45.7M | $7.3M | ||
| Q2 24 | $40.1M | $25.7M |
自由现金流ACLSMQ
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $53.2M | ||
| Q3 25 | $43.3M | $86.4M | ||
| Q2 25 | $37.7M | $12.2M | ||
| Q1 25 | $34.8M | $8.7M | ||
| Q4 24 | $8.1M | $24.7M | ||
| Q3 24 | $41.8M | $7.1M | ||
| Q2 24 | $38.1M | $24.7M |
自由现金流率ACLSMQ
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 30.9% | ||
| Q3 25 | 20.3% | 52.9% | ||
| Q2 25 | 19.4% | 8.1% | ||
| Q1 25 | 18.1% | 6.3% | ||
| Q4 24 | 3.2% | 18.2% | ||
| Q3 24 | 16.3% | 5.5% | ||
| Q2 24 | 14.8% | 19.7% |
资本支出强度ACLSMQ
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 0.9% | 0.2% | ||
| Q2 25 | 1.0% | 0.2% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 1.8% | 0.0% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 0.8% | 0.8% |
现金转化率ACLSMQ
| 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× | 0.22× |
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% |
MQ
暂无分部数据
