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AXCELIS TECHNOLOGIES INC（ACLS）与National Bank Holdings Corp（NBHC）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National Bank Holdings Corp的1.9倍（$238.3M vs $126.8M），National Bank Holdings Corp净利率更高（16.4% vs 14.4%，领先2.0%），过去两年National Bank Holdings Corp的营收复合增速更高（14.0% 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。
这是一家美国区域性银行控股集团，目前在伊利诺伊、印第安纳等八个美国州布局营业网点，拥有近250个金融服务中心与约200家零售分行，总资产达485亿美元。它是总部位于印第安纳州的最大银行控股公司，也跻身美国银行业三十强之列。
ACLS vs NBHC — 直观对比
营收规模更大
ACLS
是对方的1.9倍
$126.8M
净利率更高
NBHC
高出2.0%
14.4%
两年增速更快
NBHC
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $126.8M |
| 净利润 | $34.3M | $20.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 16.4% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | -14.2% |
| 每股收益（稀释后） | $1.11 | $0.46 |
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ACLSNBHC
| Q1 26 | — | $126.8M | ||
| Q4 25 | $238.3M | $100.6M | ||
| Q3 25 | $213.6M | $108.9M | ||
| Q2 25 | $194.5M | $104.5M | ||
| Q1 25 | $192.6M | $102.1M | ||
| Q4 24 | $252.4M | $101.3M | ||
| Q3 24 | $256.6M | $106.0M | ||
| Q2 24 | $256.5M | $97.6M |
净利润ACLSNBHC
| Q1 26 | — | $20.8M | ||
| Q4 25 | $34.3M | $16.0M | ||
| Q3 25 | $26.0M | $35.3M | ||
| Q2 25 | $31.4M | $34.0M | ||
| Q1 25 | $28.6M | $24.2M | ||
| Q4 24 | $50.0M | $28.2M | ||
| Q3 24 | $48.6M | $33.1M | ||
| Q2 24 | $50.9M | $26.1M |
毛利率ACLSNBHC
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | — |
营业利润率ACLSNBHC
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 19.0% | ||
| Q3 25 | 11.7% | 39.6% | ||
| Q2 25 | 14.9% | 39.8% | ||
| Q1 25 | 15.1% | 29.2% | ||
| Q4 24 | 21.6% | 34.3% | ||
| Q3 24 | 18.3% | 37.6% | ||
| Q2 24 | 20.6% | 32.5% |
净利率ACLSNBHC
| Q1 26 | — | 16.4% | ||
| Q4 25 | 14.4% | 15.9% | ||
| Q3 25 | 12.2% | 32.4% | ||
| Q2 25 | 16.1% | 32.6% | ||
| Q1 25 | 14.8% | 23.7% | ||
| Q4 24 | 19.8% | 27.8% | ||
| Q3 24 | 18.9% | 31.2% | ||
| Q2 24 | 19.8% | 26.8% |
每股收益（稀释后）ACLSNBHC
| Q1 26 | — | $0.46 | ||
| Q4 25 | $1.11 | $0.42 | ||
| Q3 25 | $0.83 | $0.92 | ||
| Q2 25 | $0.98 | $0.88 | ||
| Q1 25 | $0.88 | $0.63 | ||
| Q4 24 | $1.54 | $0.72 | ||
| Q3 24 | $1.49 | $0.86 | ||
| Q2 24 | $1.55 | $0.68 |
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 | $472.8M |
| 总债务越低越好 | — | $202.1M |
| 股东权益账面价值 | $1.0B | $1.7B |
| 总资产 | $1.4B | $12.6B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资ACLSNBHC
| Q1 26 | — | $472.8M | ||
| Q4 25 | $374.3M | $417.1M | ||
| Q3 25 | $449.6M | $555.6M | ||
| Q2 25 | $549.8M | $296.5M | ||
| Q1 25 | $587.1M | $246.3M | ||
| Q4 24 | $571.3M | $127.8M | ||
| Q3 24 | $579.4M | $180.8M | ||
| Q2 24 | $548.3M | $145.0M |
总债务ACLSNBHC
| Q1 26 | — | $202.1M | ||
| Q4 25 | — | $54.5M | ||
| Q3 25 | — | $54.7M | ||
| Q2 25 | — | $54.4M | ||
| Q1 25 | — | $54.6M | ||
| Q4 24 | — | $54.5M | ||
| Q3 24 | — | $54.4M | ||
| Q2 24 | — | $54.4M |
股东权益ACLSNBHC
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $975.6M | $1.3B | ||
| Q2 24 | $934.9M | $1.2B |
总资产ACLSNBHC
| Q1 26 | — | $12.6B | ||
| Q4 25 | $1.4B | $9.9B | ||
| Q3 25 | $1.4B | $10.2B | ||
| Q2 25 | $1.3B | $10.0B | ||
| Q1 25 | $1.3B | $10.1B | ||
| Q4 24 | $1.3B | $9.8B | ||
| Q3 24 | $1.3B | $10.0B | ||
| Q2 24 | $1.3B | $10.0B |
负债/权益比ACLSNBHC
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.04× | ||
| Q3 25 | — | 0.04× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
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ACLSNBHC
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $162.4M | ||
| Q3 25 | $45.4M | $52.4M | ||
| Q2 25 | $39.7M | $32.3M | ||
| Q1 25 | $39.8M | $39.6M | ||
| Q4 24 | $12.8M | $155.3M | ||
| Q3 24 | $45.7M | $47.0M | ||
| Q2 24 | $40.1M | $31.9M |
自由现金流ACLSNBHC
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率ACLSNBHC
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度ACLSNBHC
| Q1 26 | — | — | ||
| 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% | — |
现金转化率ACLSNBHC
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 10.13× | ||
| Q3 25 | 1.75× | 1.48× | ||
| Q2 25 | 1.27× | 0.95× | ||
| Q1 25 | 1.39× | 1.64× | ||
| Q4 24 | 0.26× | 5.51× | ||
| Q3 24 | 0.94× | 1.42× | ||
| Q2 24 | 0.79× | 1.22× |
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% |
NBHC
| Net Interest Income | $108.8M | 86% |
| Noninterest Income | $18.0M | 14% |
