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AXCELIS TECHNOLOGIES INC（ACLS）与New Fortress Energy Inc.（NFE）财务数据对比。点击上方公司名可切换其他公司
New Fortress Energy Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$326.2M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -259.7%，领先274.1%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -7.0%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-134.8M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -26.8%）
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。
New Fortress Energy Inc.是一家全球能源基础设施企业，主要开发、持有并运营液化天然气进出口终端、天然气供应网络及低碳能源项目，服务美洲、加勒比地区客户，致力于提供低成本、低排放的能源解决方案。
ACLS vs NFE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $326.2M |
| 净利润 | $34.3M | $-847.1M |
| 毛利率 | 47.0% | 35.5% |
| 营业利润率 | 15.2% | -193.0% |
| 净利率 | 14.4% | -259.7% |
| 营收同比 | -5.6% | -7.0% |
| 净利润同比 | -31.3% | -277.4% |
| 每股收益（稀释后） | $1.11 | $-3.03 |
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
| Q4 25 | $238.3M | $326.2M | ||
| Q3 25 | $213.6M | $240.3M | ||
| Q2 25 | $194.5M | $228.1M | ||
| Q1 25 | $192.6M | $384.9M | ||
| Q4 24 | $252.4M | $350.7M | ||
| Q3 24 | $256.6M | $446.0M | ||
| Q2 24 | $256.5M | $291.2M | ||
| Q1 24 | $252.4M | $609.5M |
| Q4 25 | $34.3M | $-847.1M | ||
| Q3 25 | $26.0M | $-263.0M | ||
| Q2 25 | $31.4M | $-546.5M | ||
| Q1 25 | $28.6M | $-175.4M | ||
| Q4 24 | $50.0M | $-224.4M | ||
| Q3 24 | $48.6M | $9.3M | ||
| Q2 24 | $50.9M | $-88.9M | ||
| Q1 24 | $51.6M | $54.1M |
| Q4 25 | 47.0% | 35.5% | ||
| Q3 25 | 41.6% | 18.1% | ||
| Q2 25 | 44.9% | 8.4% | ||
| Q1 25 | 46.1% | 21.4% | ||
| Q4 24 | 46.0% | 17.6% | ||
| Q3 24 | 42.9% | 27.1% | ||
| Q2 24 | 43.8% | 23.8% | ||
| Q1 24 | 46.0% | 62.4% |
| Q4 25 | 15.2% | -193.0% | ||
| Q3 25 | 11.7% | -37.4% | ||
| Q2 25 | 14.9% | -170.3% | ||
| Q1 25 | 15.1% | -3.3% | ||
| Q4 24 | 21.6% | 65.0% | ||
| Q3 24 | 18.3% | 17.8% | ||
| Q2 24 | 20.6% | 12.3% | ||
| Q1 24 | 22.4% | 30.4% |
| Q4 25 | 14.4% | -259.7% | ||
| Q3 25 | 12.2% | -109.4% | ||
| Q2 25 | 16.1% | -239.6% | ||
| Q1 25 | 14.8% | -45.6% | ||
| Q4 24 | 19.8% | -64.0% | ||
| Q3 24 | 18.9% | 2.1% | ||
| Q2 24 | 19.8% | -30.5% | ||
| Q1 24 | 20.4% | 8.9% |
| Q4 25 | $1.11 | $-3.03 | ||
| Q3 25 | $0.83 | $-0.96 | ||
| Q2 25 | $0.98 | $-1.99 | ||
| Q1 25 | $0.88 | $-0.65 | ||
| Q4 24 | $1.54 | $-1.10 | ||
| Q3 24 | $1.49 | $0.03 | ||
| Q2 24 | $1.55 | $-0.42 | ||
| Q1 24 | $1.57 | $0.23 |
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 | $226.5M |
| 总债务越低越好 | — | $8.2B |
| 股东权益账面价值 | $1.0B | $182.6M |
| 总资产 | $1.4B | $10.6B |
| 负债/权益比越低杠杆越低 | — | 44.78× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $226.5M | ||
| Q3 25 | $449.6M | $145.2M | ||
| Q2 25 | $549.8M | $551.1M | ||
| Q1 25 | $587.1M | $447.9M | ||
| Q4 24 | $571.3M | $492.9M | ||
| Q3 24 | $579.4M | $90.8M | ||
| Q2 24 | $548.3M | $133.0M | ||
| Q1 24 | $530.2M | $143.5M |
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.0B | $182.6M | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $975.6M | $1.6B | ||
| Q2 24 | $934.9M | $1.6B | ||
| Q1 24 | $901.7M | $1.7B |
| Q4 25 | $1.4B | $10.6B | ||
| Q3 25 | $1.4B | $12.0B | ||
| Q2 25 | $1.3B | $12.0B | ||
| Q1 25 | $1.3B | $13.1B | ||
| Q4 24 | $1.3B | $12.9B | ||
| Q3 24 | $1.3B | $12.0B | ||
| Q2 24 | $1.3B | $11.4B | ||
| Q1 24 | $1.3B | $10.9B |
| Q4 25 | — | 44.78× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.74× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $-76.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-134.8M |
| 自由现金流率自由现金流/营收 | -3.7% | -41.3% |
| 资本支出强度资本支出/营收 | 1.0% | 18.0% |
| 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 | $-1.4B |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $-76.2M | ||
| Q3 25 | $45.4M | $-171.0M | ||
| Q2 25 | $39.7M | $-329.0M | ||
| Q1 25 | $39.8M | $-7.2M | ||
| Q4 24 | $12.8M | $445.3M | ||
| Q3 24 | $45.7M | $-20.0M | ||
| Q2 24 | $40.1M | $113.9M | ||
| Q1 24 | $42.2M | $63.0M |
| Q4 25 | $-8.9M | $-134.8M | ||
| Q3 25 | $43.3M | $-231.6M | ||
| Q2 25 | $37.7M | $-726.7M | ||
| Q1 25 | $34.8M | $-262.3M | ||
| Q4 24 | $8.1M | $-210.3M | ||
| Q3 24 | $41.8M | $-367.0M | ||
| Q2 24 | $38.1M | $-493.2M | ||
| Q1 24 | $40.6M | $-457.9M |
| Q4 25 | -3.7% | -41.3% | ||
| Q3 25 | 20.3% | -96.4% | ||
| Q2 25 | 19.4% | -318.6% | ||
| Q1 25 | 18.1% | -68.2% | ||
| Q4 24 | 3.2% | -60.0% | ||
| Q3 24 | 16.3% | -82.3% | ||
| Q2 24 | 14.8% | -169.3% | ||
| Q1 24 | 16.1% | -75.1% |
| Q4 25 | 1.0% | 18.0% | ||
| Q3 25 | 0.9% | 25.2% | ||
| Q2 25 | 1.0% | 174.4% | ||
| Q1 25 | 2.6% | 66.3% | ||
| Q4 24 | 1.8% | 187.0% | ||
| Q3 24 | 1.5% | 77.8% | ||
| Q2 24 | 0.8% | 208.4% | ||
| Q1 24 | 0.6% | 85.5% |
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | -2.15× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | 1.16× |
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% |
NFE
暂无分部数据
