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AXCELIS TECHNOLOGIES INC（ACLS）与NATIONAL FUEL GAS CO（NFG）财务数据对比。点击上方公司名可切换其他公司
NATIONAL FUEL GAS CO的季度营收约是AXCELIS TECHNOLOGIES INC的1.8倍（$425.9M vs $238.3M），NATIONAL FUEL GAS CO净利率更高（35.7% vs 14.4%，领先21.3%），NATIONAL FUEL GAS CO同比增速更快（1.7% vs -5.6%），过去两年NATIONAL FUEL GAS CO的营收复合增速更高（12.1% 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。
该多元化能源企业成立于1902年，总部位于美国纽约州威廉斯维尔，总资产达62亿美元，下设勘探与生产、管道与存储、燃气集输、公用事业、能源营销五大运营板块，业务覆盖能源产业链上下游多个核心环节。
ACLS vs NFG — 直观对比
营收规模更大
NFG
是对方的1.8倍
$238.3M
营收增速更快
NFG
高出7.3%
-5.6%
净利率更高
NFG
高出21.3%
14.4%
两年增速更快
NFG
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $425.9M |
| 净利润 | $34.3M | $152.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 81.5% |
| 净利率 | 14.4% | 35.7% |
| 营收同比 | -5.6% | 1.7% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $1.59 |
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ACLSNFG
| Q1 26 | — | $425.9M | ||
| Q4 25 | $238.3M | $637.9M | ||
| Q3 25 | $213.6M | $443.1M | ||
| Q2 25 | $194.5M | $527.4M | ||
| Q1 25 | $192.6M | $734.8M | ||
| Q4 24 | $252.4M | $513.8M | ||
| Q3 24 | $256.6M | $310.0M | ||
| Q2 24 | $256.5M | $338.6M |
净利润ACLSNFG
| Q1 26 | — | $152.0M | ||
| Q4 25 | $34.3M | $181.6M | ||
| Q3 25 | $26.0M | $107.3M | ||
| Q2 25 | $31.4M | $149.8M | ||
| Q1 25 | $28.6M | $216.4M | ||
| Q4 24 | $50.0M | $45.0M | ||
| Q3 24 | $48.6M | $-167.6M | ||
| Q2 24 | $50.9M | $-54.2M |
毛利率ACLSNFG
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 86.6% | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | 94.7% | ||
| Q1 25 | 46.1% | 81.6% | ||
| Q4 24 | 46.0% | 87.3% | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | 98.5% |
营业利润率ACLSNFG
| Q1 26 | — | 81.5% | ||
| Q4 25 | 15.2% | 43.3% | ||
| Q3 25 | 11.7% | 40.6% | ||
| Q2 25 | 14.9% | 43.7% | ||
| Q1 25 | 15.1% | 43.2% | ||
| Q4 24 | 21.6% | 16.8% | ||
| Q3 24 | 18.3% | -63.4% | ||
| Q2 24 | 20.6% | -15.2% |
净利率ACLSNFG
| Q1 26 | — | 35.7% | ||
| Q4 25 | 14.4% | 28.5% | ||
| Q3 25 | 12.2% | 24.2% | ||
| Q2 25 | 16.1% | 28.4% | ||
| Q1 25 | 14.8% | 29.4% | ||
| Q4 24 | 19.8% | 8.8% | ||
| Q3 24 | 18.9% | -54.1% | ||
| Q2 24 | 19.8% | -16.0% |
每股收益（稀释后）ACLSNFG
| Q1 26 | — | $1.59 | ||
| Q4 25 | $1.11 | $1.98 | ||
| Q3 25 | $0.83 | $1.18 | ||
| Q2 25 | $0.98 | $1.64 | ||
| Q1 25 | $0.88 | $2.37 | ||
| Q4 24 | $1.54 | $0.49 | ||
| Q3 24 | $1.49 | $-1.81 | ||
| Q2 24 | $1.55 | $-0.59 |
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 | — |
| 总债务越低越好 | — | $300.0M |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $1.4B | $9.1B |
| 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ACLSNFG
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | $271.4M | ||
| Q3 25 | $449.6M | $43.2M | ||
| Q2 25 | $549.8M | $39.3M | ||
| Q1 25 | $587.1M | $40.0M | ||
| Q4 24 | $571.3M | $48.7M | ||
| Q3 24 | $579.4M | $38.2M | ||
| Q2 24 | $548.3M | $81.4M |
总债务ACLSNFG
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
股东权益ACLSNFG
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $3.6B | ||
| Q3 25 | $1.0B | $3.1B | ||
| Q2 25 | $1.0B | $3.0B | ||
| Q1 25 | $1.0B | $2.8B | ||
| Q4 24 | $1.0B | $-76.2M | ||
| Q3 24 | $975.6M | $-15.5M | ||
| Q2 24 | $934.9M | $5.0M |
总资产ACLSNFG
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.4B | $9.2B | ||
| Q3 25 | $1.4B | $8.7B | ||
| Q2 25 | $1.3B | $8.4B | ||
| Q1 25 | $1.3B | $8.5B | ||
| Q4 24 | $1.3B | $8.3B | ||
| Q3 24 | $1.3B | $8.3B | ||
| Q2 24 | $1.3B | $8.5B |
负债/权益比ACLSNFG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $657.3M |
| 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% | 117.0% |
| 现金转化率经营现金流/净利润 | -0.19× | 4.32× |
| 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ACLSNFG
| Q1 26 | — | $657.3M | ||
| Q4 25 | $-6.6M | $274.9M | ||
| Q3 25 | $45.4M | $237.8M | ||
| Q2 25 | $39.7M | $388.4M | ||
| Q1 25 | $39.8M | $253.8M | ||
| Q4 24 | $12.8M | $220.1M | ||
| Q3 24 | $45.7M | $197.9M | ||
| Q2 24 | $40.1M | $281.8M |
自由现金流ACLSNFG
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $-2.7M | ||
| Q3 25 | $43.3M | $-47.8M | ||
| Q2 25 | $37.7M | $195.3M | ||
| Q1 25 | $34.8M | $59.9M | ||
| Q4 24 | $8.1M | $-20.3M | ||
| Q3 24 | $41.8M | $-49.1M | ||
| Q2 24 | $38.1M | $79.5M |
自由现金流率ACLSNFG
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | -0.4% | ||
| Q3 25 | 20.3% | -10.8% | ||
| Q2 25 | 19.4% | 37.0% | ||
| Q1 25 | 18.1% | 8.2% | ||
| Q4 24 | 3.2% | -4.0% | ||
| Q3 24 | 16.3% | -15.8% | ||
| Q2 24 | 14.8% | 23.5% |
资本支出强度ACLSNFG
| Q1 26 | — | 117.0% | ||
| Q4 25 | 1.0% | 43.5% | ||
| Q3 25 | 0.9% | 64.4% | ||
| Q2 25 | 1.0% | 36.6% | ||
| Q1 25 | 2.6% | 26.4% | ||
| Q4 24 | 1.8% | 46.8% | ||
| Q3 24 | 1.5% | 79.7% | ||
| Q2 24 | 0.8% | 59.7% |
现金转化率ACLSNFG
| Q1 26 | — | 4.32× | ||
| Q4 25 | -0.19× | 1.51× | ||
| Q3 25 | 1.75× | 2.21× | ||
| Q2 25 | 1.27× | 2.59× | ||
| Q1 25 | 1.39× | 1.17× | ||
| Q4 24 | 0.26× | 4.89× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — |
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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
