vs
AXCELIS TECHNOLOGIES INC（ACLS）与NETSCOUT SYSTEMS INC（NTCT）财务数据对比。点击上方公司名可切换其他公司
NETSCOUT SYSTEMS INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$250.7M vs $238.3M），NETSCOUT SYSTEMS INC净利率更高（22.0% vs 14.4%，领先7.6%），NETSCOUT SYSTEMS INC同比增速更快（-0.5% vs -5.6%），NETSCOUT SYSTEMS INC自由现金流更多（$59.3M vs $-8.9M），过去两年NETSCOUT SYSTEMS INC的营收复合增速更高（11.0% 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。
NETSCOUT SYSTEMS INC是美国科技企业，1984年由阿尼尔·辛哈尔与纳伦德拉·波帕特创立，前身为Frontier Software，总部位于马萨诸塞州韦斯特福德。公司专注于软件可观测性、深度数据包检测、DDoS防护及AIOps领域，为客户提供相关技术解决方案。
ACLS vs NTCT — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $250.7M |
| 净利润 | $34.3M | $55.1M |
| 毛利率 | 47.0% | 81.6% |
| 营业利润率 | 15.2% | 25.7% |
| 净利率 | 14.4% | 22.0% |
| 营收同比 | -5.6% | -0.5% |
| 净利润同比 | -31.3% | 13.0% |
| 每股收益（稀释后） | $1.11 | $0.75 |
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 | $250.7M | ||
| Q3 25 | $213.6M | $219.0M | ||
| Q2 25 | $194.5M | $186.7M | ||
| Q1 25 | $192.6M | $205.0M | ||
| Q4 24 | $252.4M | $252.0M | ||
| Q3 24 | $256.6M | $191.1M | ||
| Q2 24 | $256.5M | $174.6M | ||
| Q1 24 | $252.4M | $203.4M |
| Q4 25 | $34.3M | $55.1M | ||
| Q3 25 | $26.0M | $25.8M | ||
| Q2 25 | $31.4M | $-3.7M | ||
| Q1 25 | $28.6M | $18.6M | ||
| Q4 24 | $50.0M | $48.8M | ||
| Q3 24 | $48.6M | $9.0M | ||
| Q2 24 | $50.9M | $-443.4M | ||
| Q1 24 | $51.6M | $-32.4M |
| Q4 25 | 47.0% | 81.6% | ||
| Q3 25 | 41.6% | 80.1% | ||
| Q2 25 | 44.9% | 76.7% | ||
| Q1 25 | 46.1% | 77.7% | ||
| Q4 24 | 46.0% | 81.5% | ||
| Q3 24 | 42.9% | 78.0% | ||
| Q2 24 | 43.8% | 74.6% | ||
| Q1 24 | 46.0% | 75.3% |
| Q4 25 | 15.2% | 25.7% | ||
| Q3 25 | 11.7% | 14.8% | ||
| Q2 25 | 14.9% | -3.5% | ||
| Q1 25 | 15.1% | 9.7% | ||
| Q4 24 | 21.6% | 24.5% | ||
| Q3 24 | 18.3% | 7.4% | ||
| Q2 24 | 20.6% | -265.4% | ||
| Q1 24 | 22.4% | -18.2% |
| Q4 25 | 14.4% | 22.0% | ||
| Q3 25 | 12.2% | 11.8% | ||
| Q2 25 | 16.1% | -2.0% | ||
| Q1 25 | 14.8% | 9.1% | ||
| Q4 24 | 19.8% | 19.4% | ||
| Q3 24 | 18.9% | 4.7% | ||
| Q2 24 | 19.8% | -254.0% | ||
| Q1 24 | 20.4% | -15.9% |
| Q4 25 | $1.11 | $0.75 | ||
| Q3 25 | $0.83 | $0.35 | ||
| Q2 25 | $0.98 | $-0.05 | ||
| Q1 25 | $0.88 | $0.28 | ||
| Q4 24 | $1.54 | $0.67 | ||
| Q3 24 | $1.49 | $0.13 | ||
| Q2 24 | $1.55 | $-6.20 | ||
| Q1 24 | $1.57 | $-0.43 |
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 | $540.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.6B |
| 总资产 | $1.4B | $2.3B |
| 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 | $540.6M | ||
| Q3 25 | $449.6M | $483.4M | ||
| Q2 25 | $549.8M | $489.6M | ||
| Q1 25 | $587.1M | $457.4M | ||
| Q4 24 | $571.3M | $398.4M | ||
| Q3 24 | $579.4M | $363.4M | ||
| Q2 24 | $548.3M | $362.2M | ||
| Q1 24 | $530.2M | $389.7M |
| Q4 25 | $1.0B | $1.6B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $975.6M | $1.5B | ||
| Q2 24 | $934.9M | $1.4B | ||
| Q1 24 | $901.7M | $1.9B |
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.3B | $2.1B | ||
| Q1 24 | $1.3B | $2.6B |
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 | $62.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $59.3M |
| 自由现金流率自由现金流/营收 | -3.7% | 23.6% |
| 资本支出强度资本支出/营收 | 1.0% | 1.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $275.5M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $62.1M | ||
| Q3 25 | $45.4M | $6.7M | ||
| Q2 25 | $39.7M | $73.6M | ||
| Q1 25 | $39.8M | $141.5M | ||
| Q4 24 | $12.8M | $41.5M | ||
| Q3 24 | $45.7M | $-3.7M | ||
| Q2 24 | $40.1M | $38.4M | ||
| Q1 24 | $42.2M | $93.6M |
| Q4 25 | $-8.9M | $59.3M | ||
| Q3 25 | $43.3M | $4.4M | ||
| Q2 25 | $37.7M | $71.7M | ||
| Q1 25 | $34.8M | $140.1M | ||
| Q4 24 | $8.1M | $39.6M | ||
| Q3 24 | $41.8M | $-4.6M | ||
| Q2 24 | $38.1M | $37.2M | ||
| Q1 24 | $40.6M | $92.0M |
| Q4 25 | -3.7% | 23.6% | ||
| Q3 25 | 20.3% | 2.0% | ||
| Q2 25 | 19.4% | 38.4% | ||
| Q1 25 | 18.1% | 68.4% | ||
| Q4 24 | 3.2% | 15.7% | ||
| Q3 24 | 16.3% | -2.4% | ||
| Q2 24 | 14.8% | 21.3% | ||
| Q1 24 | 16.1% | 45.2% |
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 0.9% | 1.0% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 2.6% | 0.7% | ||
| Q4 24 | 1.8% | 0.7% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 0.8% | 0.7% | ||
| Q1 24 | 0.6% | 0.8% |
| Q4 25 | -0.19× | 1.13× | ||
| Q3 25 | 1.75× | 0.26× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | 7.60× | ||
| Q4 24 | 0.26× | 0.85× | ||
| Q3 24 | 0.94× | -0.41× | ||
| 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% |
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
