vs
AXCELIS TECHNOLOGIES INC（ACLS）与NOODLES & Co（NDLS）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NOODLES & Co的2.0倍（$238.3M vs $122.1M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -7.5%，领先21.9%），NOODLES & Co同比增速更快（-4.1% vs -5.6%），NOODLES & Co自由现金流更多（$-2.8M vs $-8.9M），过去两年NOODLES & Co的营收复合增速更高（-1.2% 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。
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
ACLS vs NDLS — 直观对比
营收规模更大
ACLS
是对方的2.0倍
$122.1M
营收增速更快
NDLS
高出1.4%
-5.6%
净利率更高
ACLS
高出21.9%
-7.5%
自由现金流更多
NDLS
多$6.1M
$-8.9M
两年增速更快
NDLS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $122.1M |
| 净利润 | $34.3M | $-9.2M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -5.2% |
| 净利率 | 14.4% | -7.5% |
| 营收同比 | -5.6% | -4.1% |
| 净利润同比 | -31.3% | 32.8% |
| 每股收益（稀释后） | $1.11 | $-0.20 |
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ACLSNDLS
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | $122.1M | ||
| Q2 25 | $194.5M | $123.8M | ||
| Q1 25 | $192.6M | — | ||
| Q4 24 | $252.4M | $122.8M | ||
| Q3 24 | $256.6M | $127.4M | ||
| Q2 24 | $256.5M | $121.4M | ||
| Q1 24 | $252.4M | $124.3M |
净利润ACLSNDLS
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-9.2M | ||
| Q2 25 | $31.4M | $-9.1M | ||
| Q1 25 | $28.6M | — | ||
| Q4 24 | $50.0M | $-6.8M | ||
| Q3 24 | $48.6M | $-13.6M | ||
| Q2 24 | $50.9M | $-6.1M | ||
| Q1 24 | $51.6M | $-6.1M |
毛利率ACLSNDLS
| 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% | — | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSNDLS
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | -5.2% | ||
| Q2 25 | 14.9% | -5.2% | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 21.6% | -3.9% | ||
| Q3 24 | 18.3% | -9.0% | ||
| Q2 24 | 20.6% | -3.4% | ||
| Q1 24 | 22.4% | -3.7% |
净利率ACLSNDLS
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -7.5% | ||
| Q2 25 | 16.1% | -7.3% | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 19.8% | -5.5% | ||
| Q3 24 | 18.9% | -10.7% | ||
| Q2 24 | 19.8% | -5.1% | ||
| Q1 24 | 20.4% | -4.9% |
每股收益（稀释后）ACLSNDLS
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $-0.20 | ||
| Q2 25 | $0.98 | $-0.20 | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | $-0.15 | ||
| Q3 24 | $1.49 | $-0.30 | ||
| Q2 24 | $1.55 | $-0.14 | ||
| Q1 24 | $1.57 | $-1.64 |
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 | $4.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $-38.9M |
| 总资产 | $1.4B | $280.6M |
| 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ACLSNDLS
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | $4.7M | ||
| Q2 25 | $549.8M | $1.4M | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | $3.3M | ||
| Q3 24 | $579.4M | $1.8M | ||
| Q2 24 | $548.3M | $1.3M | ||
| Q1 24 | $530.2M | $3.0M |
股东权益ACLSNDLS
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $-38.9M | ||
| Q2 25 | $1.0B | $-13.9M | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $3.7M | ||
| Q3 24 | $975.6M | $9.6M | ||
| Q2 24 | $934.9M | $21.9M | ||
| Q1 24 | $901.7M | $27.2M |
总资产ACLSNDLS
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $280.6M | ||
| Q2 25 | $1.3B | $319.4M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $340.5M | ||
| Q3 24 | $1.3B | $346.3M | ||
| Q2 24 | $1.3B | $360.4M | ||
| Q1 24 | $1.3B | $368.1M |
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 | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-2.8M |
| 自由现金流率自由现金流/营收 | -3.7% | -2.3% |
| 资本支出强度资本支出/营收 | 1.0% | 5.8% |
| 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 | $-7.5M |
8季度趋势，按日历期对齐
经营现金流ACLSNDLS
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | $4.3M | ||
| Q2 25 | $39.7M | $4.0M | ||
| Q1 25 | $39.8M | — | ||
| Q4 24 | $12.8M | $5.8M | ||
| Q3 24 | $45.7M | $4.7M | ||
| Q2 24 | $40.1M | $7.0M | ||
| Q1 24 | $42.2M | $164.0K |
自由现金流ACLSNDLS
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $-2.8M | ||
| Q2 25 | $37.7M | $1.1M | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | $-1.3M | ||
| Q3 24 | $41.8M | $-4.5M | ||
| Q2 24 | $38.1M | $-1.6M | ||
| Q1 24 | $40.6M | $-15.2M |
自由现金流率ACLSNDLS
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | -2.3% | ||
| Q2 25 | 19.4% | 0.9% | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | -1.1% | ||
| Q3 24 | 16.3% | -3.5% | ||
| Q2 24 | 14.8% | -1.4% | ||
| Q1 24 | 16.1% | -12.2% |
资本支出强度ACLSNDLS
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 5.8% | ||
| Q2 25 | 1.0% | 2.4% | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | 5.8% | ||
| Q3 24 | 1.5% | 7.2% | ||
| Q2 24 | 0.8% | 7.1% | ||
| Q1 24 | 0.6% | 12.3% |
现金转化率ACLSNDLS
| 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× | — | ||
| 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% |
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
