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AXCELIS TECHNOLOGIES INC（ACLS）与MACOM Technology Solutions Holdings, Inc.（MTSI）财务数据对比。点击上方公司名可切换其他公司
MACOM Technology Solutions Holdings, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$271.6M vs $238.3M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 14.4%，领先3.6%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -5.6%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $-8.9M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
ACLS vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $271.6M |
| 净利润 | $34.3M | $48.8M |
| 毛利率 | 47.0% | 55.9% |
| 营业利润率 | 15.2% | 15.9% |
| 净利率 | 14.4% | 18.0% |
| 营收同比 | -5.6% | 24.5% |
| 净利润同比 | -31.3% | 129.1% |
| 每股收益（稀释后） | $1.11 | $0.64 |
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 | — | $271.6M | ||
| Q4 25 | $238.3M | $261.2M | ||
| Q3 25 | $213.6M | $252.1M | ||
| Q2 25 | $194.5M | $235.9M | ||
| Q1 25 | $192.6M | $218.1M | ||
| Q4 24 | $252.4M | — | ||
| Q3 24 | $256.6M | $200.7M | ||
| Q2 24 | $256.5M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $34.3M | $45.1M | ||
| Q3 25 | $26.0M | $36.5M | ||
| Q2 25 | $31.4M | $31.7M | ||
| Q1 25 | $28.6M | $-167.5M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $29.4M | ||
| Q2 24 | $50.9M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 47.0% | 54.5% | ||
| Q3 25 | 41.6% | 55.3% | ||
| Q2 25 | 44.9% | 55.2% | ||
| Q1 25 | 46.1% | 53.7% | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | 54.7% | ||
| Q2 24 | 43.8% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 15.2% | 15.2% | ||
| Q3 25 | 11.7% | 14.9% | ||
| Q2 25 | 14.9% | 14.8% | ||
| Q1 25 | 15.1% | 8.0% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | 13.7% | ||
| Q2 24 | 20.6% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 14.4% | 17.3% | ||
| Q3 25 | 12.2% | 14.5% | ||
| Q2 25 | 16.1% | 13.4% | ||
| Q1 25 | 14.8% | -76.8% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 14.7% | ||
| Q2 24 | 19.8% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $1.11 | $0.67 | ||
| Q3 25 | $0.83 | $0.48 | ||
| Q2 25 | $0.98 | $0.42 | ||
| Q1 25 | $0.88 | $-2.30 | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | $0.40 | ||
| Q2 24 | $1.55 | $0.27 |
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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.4B |
| 总资产 | $1.4B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $374.3M | $786.0M | ||
| Q3 25 | $449.6M | $735.2M | ||
| Q2 25 | $549.8M | $681.5M | ||
| Q1 25 | $587.1M | $656.5M | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | $581.9M | ||
| Q2 24 | $548.3M | $521.5M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $975.6M | $1.1B | ||
| Q2 24 | $934.9M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.7B |
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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $30.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 11.0% |
| 资本支出强度资本支出/营收 | 1.0% | 4.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $-6.6M | $69.6M | ||
| Q3 25 | $45.4M | $60.4M | ||
| Q2 25 | $39.7M | $38.7M | ||
| Q1 25 | $39.8M | $66.7M | ||
| Q4 24 | $12.8M | — | ||
| Q3 24 | $45.7M | $62.3M | ||
| Q2 24 | $40.1M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $-8.9M | $49.4M | ||
| Q3 25 | $43.3M | $51.6M | ||
| Q2 25 | $37.7M | $30.5M | ||
| Q1 25 | $34.8M | $61.3M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $57.1M | ||
| Q2 24 | $38.1M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | -3.7% | 18.9% | ||
| Q3 25 | 20.3% | 20.5% | ||
| Q2 25 | 19.4% | 12.9% | ||
| Q1 25 | 18.1% | 28.1% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | 28.5% | ||
| Q2 24 | 14.8% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 1.0% | 7.7% | ||
| Q3 25 | 0.9% | 3.5% | ||
| Q2 25 | 1.0% | 3.5% | ||
| Q1 25 | 2.6% | 2.4% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 0.8% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | -0.19× | 1.54× | ||
| Q3 25 | 1.75× | 1.65× | ||
| Q2 25 | 1.27× | 1.22× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 2.12× | ||
| Q2 24 | 0.79× | 2.46× |
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% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
