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AXCELIS TECHNOLOGIES INC（ACLS）与National Energy Services Reunited Corp.（NESR）财务数据对比。点击上方公司名可切换其他公司
National Energy Services Reunited Corp.的季度营收约是AXCELIS TECHNOLOGIES INC的1.2倍（$295.3M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 6.0%，领先8.4%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -12.2%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-34.1M）
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。
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商，为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案，核心市场覆盖中东、北非及东亚地区，服务各国国家石油公司及国际能源客户。
ACLS vs NESR — 直观对比
营收规模更大
NESR
是对方的1.2倍
$238.3M
营收增速更快
ACLS
高出6.6%
-12.2%
净利率更高
ACLS
高出8.4%
6.0%
自由现金流更多
ACLS
多$25.2M
$-34.1M
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $295.3M |
| 净利润 | $34.3M | $17.7M |
| 毛利率 | 47.0% | 12.0% |
| 营业利润率 | 15.2% | 6.6% |
| 净利率 | 14.4% | 6.0% |
| 营收同比 | -5.6% | -12.2% |
| 净利润同比 | -31.3% | -14.0% |
| 每股收益（稀释后） | $1.11 | $0.18 |
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ACLSNESR
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | $295.3M | ||
| Q2 25 | $194.5M | $327.4M | ||
| Q1 25 | $192.6M | $303.1M | ||
| Q4 24 | $252.4M | — | ||
| Q3 24 | $256.6M | $336.2M | ||
| Q2 24 | $256.5M | $325.0M | ||
| Q1 24 | $252.4M | — |
净利润ACLSNESR
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $17.7M | ||
| Q2 25 | $31.4M | $15.2M | ||
| Q1 25 | $28.6M | $10.4M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $20.6M | ||
| Q2 24 | $50.9M | $18.9M | ||
| Q1 24 | $51.6M | — |
毛利率ACLSNESR
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | 12.0% | ||
| Q2 25 | 44.9% | 13.4% | ||
| Q1 25 | 46.1% | 12.4% | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | 15.9% | ||
| Q2 24 | 43.8% | 16.4% | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSNESR
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | 6.6% | ||
| Q2 25 | 14.9% | 8.3% | ||
| Q1 25 | 15.1% | 6.9% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | 10.5% | ||
| Q2 24 | 20.6% | 10.5% | ||
| Q1 24 | 22.4% | — |
净利率ACLSNESR
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 6.0% | ||
| Q2 25 | 16.1% | 4.6% | ||
| Q1 25 | 14.8% | 3.4% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 6.1% | ||
| Q2 24 | 19.8% | 5.8% | ||
| Q1 24 | 20.4% | — |
每股收益（稀释后）ACLSNESR
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $0.18 | ||
| Q2 25 | $0.98 | $0.16 | ||
| Q1 25 | $0.88 | $0.11 | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | $0.22 | ||
| Q2 24 | $1.55 | $0.20 | ||
| Q1 24 | $1.57 | — |
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 | $69.7M |
| 总债务越低越好 | — | $274.1M |
| 股东权益账面价值 | $1.0B | $956.7M |
| 总资产 | $1.4B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资ACLSNESR
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | $69.7M | ||
| Q2 25 | $549.8M | $131.8M | ||
| Q1 25 | $587.1M | $78.7M | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | $118.2M | ||
| Q2 24 | $548.3M | $75.0M | ||
| Q1 24 | $530.2M | — |
总债务ACLSNESR
| Q4 25 | — | — | ||
| Q3 25 | — | $274.1M | ||
| Q2 25 | — | $291.7M | ||
| Q1 25 | — | $309.2M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $358.7M | ||
| Q2 24 | — | $376.7M | ||
| Q1 24 | — | — |
股东权益ACLSNESR
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $956.7M | ||
| Q2 25 | $1.0B | $936.9M | ||
| Q1 25 | $1.0B | $920.5M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $975.6M | $873.5M | ||
| Q2 24 | $934.9M | $851.4M | ||
| Q1 24 | $901.7M | — |
总资产ACLSNESR
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.8B | ||
| Q1 24 | $1.3B | — |
负债/权益比ACLSNESR
| Q4 25 | — | — | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | — |
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 | $6.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-34.1M |
| 自由现金流率自由现金流/营收 | -3.7% | -11.5% |
| 资本支出强度资本支出/营收 | 1.0% | 13.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.38× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $68.5M |
8季度趋势，按日历期对齐
经营现金流ACLSNESR
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | $6.7M | ||
| Q2 25 | $39.7M | $98.5M | ||
| Q1 25 | $39.8M | $20.5M | ||
| Q4 24 | $12.8M | — | ||
| Q3 24 | $45.7M | $70.8M | ||
| Q2 24 | $40.1M | — | ||
| Q1 24 | $42.2M | — |
自由现金流ACLSNESR
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $-34.1M | ||
| Q2 25 | $37.7M | $68.7M | ||
| Q1 25 | $34.8M | $-9.6M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $43.4M | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSNESR
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | -11.5% | ||
| Q2 25 | 19.4% | 21.0% | ||
| Q1 25 | 18.1% | -3.2% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | 12.9% | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSNESR
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 13.8% | ||
| Q2 25 | 1.0% | 9.1% | ||
| Q1 25 | 2.6% | 9.9% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 8.1% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSNESR
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 0.38× | ||
| Q2 25 | 1.27× | 6.48× | ||
| Q1 25 | 1.39× | 1.97× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 3.43× | ||
| 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% |
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
