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AXCELIS TECHNOLOGIES INC（ACLS）与National Storage Affiliates Trust（NSA）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 Storage Affiliates Trust的1.3倍（$238.3M vs $187.0M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 12.2%，领先2.2%），National Storage Affiliates Trust同比增速更快（-1.6% vs -5.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $-8.9M），过去两年National Storage Affiliates Trust的营收复合增速更高（-2.4% 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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
ACLS vs NSA — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $187.0M |
| 净利润 | $34.3M | $22.9M |
| 毛利率 | 47.0% | 72.5% |
| 营业利润率 | 15.2% | 20.2% |
| 净利率 | 14.4% | 12.2% |
| 营收同比 | -5.6% | -1.6% |
| 净利润同比 | -31.3% | 36.8% |
| 每股收益（稀释后） | $1.11 | $0.23 |
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 | $187.0M | ||
| Q3 25 | $213.6M | $188.7M | ||
| Q2 25 | $194.5M | $188.8M | ||
| Q1 25 | $192.6M | $188.4M | ||
| Q4 24 | $252.4M | $190.1M | ||
| Q3 24 | $256.6M | $193.6M | ||
| Q2 24 | $256.5M | $190.4M | ||
| Q1 24 | $252.4M | $196.1M |
| Q4 25 | $34.3M | $22.9M | ||
| Q3 25 | $26.0M | $18.4M | ||
| Q2 25 | $31.4M | $19.5M | ||
| Q1 25 | $28.6M | $13.0M | ||
| Q4 24 | $50.0M | $16.7M | ||
| Q3 24 | $48.6M | $18.7M | ||
| Q2 24 | $50.9M | $17.1M | ||
| Q1 24 | $51.6M | $59.0M |
| Q4 25 | 47.0% | 72.5% | ||
| Q3 25 | 41.6% | 70.7% | ||
| Q2 25 | 44.9% | 70.5% | ||
| Q1 25 | 46.1% | 70.7% | ||
| Q4 24 | 46.0% | 72.5% | ||
| Q3 24 | 42.9% | 72.8% | ||
| Q2 24 | 43.8% | 72.6% | ||
| Q1 24 | 46.0% | 72.1% |
| Q4 25 | 15.2% | 20.2% | ||
| Q3 25 | 11.7% | 15.8% | ||
| Q2 25 | 14.9% | 16.5% | ||
| Q1 25 | 15.1% | 11.0% | ||
| Q4 24 | 21.6% | 14.5% | ||
| Q3 24 | 18.3% | 15.8% | ||
| Q2 24 | 20.6% | 17.2% | ||
| Q1 24 | 22.4% | 48.9% |
| Q4 25 | 14.4% | 12.2% | ||
| Q3 25 | 12.2% | 9.8% | ||
| Q2 25 | 16.1% | 10.3% | ||
| Q1 25 | 14.8% | 6.9% | ||
| Q4 24 | 19.8% | 8.8% | ||
| Q3 24 | 18.9% | 9.7% | ||
| Q2 24 | 19.8% | 9.0% | ||
| Q1 24 | 20.4% | 30.1% |
| Q4 25 | $1.11 | $0.23 | ||
| Q3 25 | $0.83 | $0.17 | ||
| Q2 25 | $0.98 | $0.19 | ||
| Q1 25 | $0.88 | $0.10 | ||
| Q4 24 | $1.54 | $0.19 | ||
| Q3 24 | $1.49 | $0.18 | ||
| Q2 24 | $1.55 | $0.16 | ||
| Q1 24 | $1.57 | $0.65 |
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 | $23.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $946.0M |
| 总资产 | $1.4B | $5.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $23.3M | ||
| Q3 25 | $449.6M | $26.3M | ||
| Q2 25 | $549.8M | $26.1M | ||
| Q1 25 | $587.1M | $19.3M | ||
| Q4 24 | $571.3M | $50.4M | ||
| Q3 24 | $579.4M | $69.9M | ||
| Q2 24 | $548.3M | $59.0M | ||
| Q1 24 | $530.2M | $64.2M |
| Q4 25 | $1.0B | $946.0M | ||
| Q3 25 | $1.0B | $973.1M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $986.9M | ||
| Q2 24 | $934.9M | $1.2B | ||
| Q1 24 | $901.7M | $1.3B |
| Q4 25 | $1.4B | $5.1B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.3B | $5.2B | ||
| Q1 25 | $1.3B | $5.3B | ||
| Q4 24 | $1.3B | $5.4B | ||
| Q3 24 | $1.3B | $5.4B | ||
| Q2 24 | $1.3B | $5.3B | ||
| Q1 24 | $1.3B | $5.4B |
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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $299.8M |
| 自由现金流率自由现金流/营收 | -3.7% | 160.3% |
| 资本支出强度资本支出/营收 | 1.0% | 20.7% |
| 现金转化率经营现金流/净利润 | -0.19× | 14.79× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $541.5M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $338.5M | ||
| Q3 25 | $45.4M | $100.2M | ||
| Q2 25 | $39.7M | $79.9M | ||
| Q1 25 | $39.8M | $85.6M | ||
| Q4 24 | $12.8M | $363.1M | ||
| Q3 24 | $45.7M | $105.7M | ||
| Q2 24 | $40.1M | $83.2M | ||
| Q1 24 | $42.2M | $94.0M |
| Q4 25 | $-8.9M | $299.8M | ||
| Q3 25 | $43.3M | $88.0M | ||
| Q2 25 | $37.7M | $73.8M | ||
| Q1 25 | $34.8M | $79.9M | ||
| Q4 24 | $8.1M | $344.4M | ||
| Q3 24 | $41.8M | $101.8M | ||
| Q2 24 | $38.1M | $79.5M | ||
| Q1 24 | $40.6M | $88.6M |
| Q4 25 | -3.7% | 160.3% | ||
| Q3 25 | 20.3% | 46.6% | ||
| Q2 25 | 19.4% | 39.1% | ||
| Q1 25 | 18.1% | 42.4% | ||
| Q4 24 | 3.2% | 181.2% | ||
| Q3 24 | 16.3% | 52.6% | ||
| Q2 24 | 14.8% | 41.7% | ||
| Q1 24 | 16.1% | 45.2% |
| Q4 25 | 1.0% | 20.7% | ||
| Q3 25 | 0.9% | 6.5% | ||
| Q2 25 | 1.0% | 3.2% | ||
| Q1 25 | 2.6% | 3.0% | ||
| Q4 24 | 1.8% | 9.8% | ||
| Q3 24 | 1.5% | 2.0% | ||
| Q2 24 | 0.8% | 1.9% | ||
| Q1 24 | 0.6% | 2.7% |
| Q4 25 | -0.19× | 14.79× | ||
| Q3 25 | 1.75× | 5.44× | ||
| Q2 25 | 1.27× | 4.10× | ||
| Q1 25 | 1.39× | 6.59× | ||
| Q4 24 | 0.26× | 21.70× | ||
| Q3 24 | 0.94× | 5.65× | ||
| Q2 24 | 0.79× | 4.88× | ||
| Q1 24 | 0.82× | 1.59× |
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% |
NSA
暂无分部数据
