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AXCELIS TECHNOLOGIES INC（ACLS）与Orion S.A.（OEC）财务数据对比。点击上方公司名可切换其他公司
Orion S.A.的季度营收约是AXCELIS TECHNOLOGIES INC的1.9倍（$459.5M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -2.2%，领先16.5%），Orion S.A.同比增速更快（-3.8% vs -5.6%），过去两年Orion S.A.的营收复合增速更高（-1.9% 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。
奥里昂集团成立于1917年，总部位于芬兰埃斯波，是一家全球化运营的芬兰企业。公司面向全球市场研发、生产并销售人用与兽用药品以及药用活性成分，旗下所有生产基地及大部分研发部门均设于芬兰境内。
ACLS vs OEC — 直观对比
营收规模更大
OEC
是对方的1.9倍
$238.3M
营收增速更快
OEC
高出1.8%
-5.6%
净利率更高
ACLS
高出16.5%
-2.2%
两年增速更快
OEC
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $459.5M |
| 净利润 | $34.3M | $-9.9M |
| 毛利率 | 47.0% | 17.2% |
| 营业利润率 | 15.2% | 2.5% |
| 净利率 | 14.4% | -2.2% |
| 营收同比 | -5.6% | -3.8% |
| 净利润同比 | -31.3% | -208.8% |
| 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ACLSOEC
| Q1 26 | — | $459.5M | ||
| Q4 25 | $238.3M | $411.7M | ||
| Q3 25 | $213.6M | $450.9M | ||
| Q2 25 | $194.5M | $466.4M | ||
| Q1 25 | $192.6M | $477.7M | ||
| Q4 24 | $252.4M | $434.2M | ||
| Q3 24 | $256.6M | $463.4M | ||
| Q2 24 | $256.5M | $477.0M |
净利润ACLSOEC
| Q1 26 | — | $-9.9M | ||
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-67.1M | ||
| Q2 25 | $31.4M | $9.0M | ||
| Q1 25 | $28.6M | $9.1M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-20.2M | ||
| Q2 24 | $50.9M | $20.5M |
毛利率ACLSOEC
| Q1 26 | — | 17.2% | ||
| Q4 25 | 47.0% | 18.9% | ||
| Q3 25 | 41.6% | 19.0% | ||
| Q2 25 | 44.9% | 21.1% | ||
| Q1 25 | 46.1% | 20.5% | ||
| Q4 24 | 46.0% | 20.6% | ||
| Q3 24 | 42.9% | 23.2% | ||
| Q2 24 | 43.8% | 23.0% |
营业利润率ACLSOEC
| Q1 26 | — | 2.5% | ||
| Q4 25 | 15.2% | 4.3% | ||
| Q3 25 | 11.7% | -11.9% | ||
| Q2 25 | 14.9% | 6.9% | ||
| Q1 25 | 15.1% | 6.5% | ||
| Q4 24 | 21.6% | 5.4% | ||
| Q3 24 | 18.3% | -3.3% | ||
| Q2 24 | 20.6% | 8.7% |
净利率ACLSOEC
| Q1 26 | — | -2.2% | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -14.9% | ||
| Q2 25 | 16.1% | 1.9% | ||
| Q1 25 | 14.8% | 1.9% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -4.4% | ||
| Q2 24 | 19.8% | 4.3% |
每股收益（稀释后）ACLSOEC
| Q1 26 | — | $-0.18 | ||
| Q4 25 | $1.11 | $-0.36 | ||
| Q3 25 | $0.83 | $-1.20 | ||
| Q2 25 | $0.98 | $0.16 | ||
| Q1 25 | $0.88 | $0.16 | ||
| Q4 24 | $1.54 | $0.31 | ||
| Q3 24 | $1.49 | $-0.35 | ||
| Q2 24 | $1.55 | $0.35 |
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 | $50.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $379.5M |
| 总资产 | $1.4B | $1.9B |
| 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ACLSOEC
| Q1 26 | — | $50.5M | ||
| Q4 25 | $374.3M | $60.7M | ||
| Q3 25 | $449.6M | $51.3M | ||
| Q2 25 | $549.8M | $42.6M | ||
| Q1 25 | $587.1M | $37.5M | ||
| Q4 24 | $571.3M | $44.2M | ||
| Q3 24 | $579.4M | $53.2M | ||
| Q2 24 | $548.3M | $34.2M |
股东权益ACLSOEC
| Q1 26 | — | $379.5M | ||
| Q4 25 | $1.0B | $384.6M | ||
| Q3 25 | $1.0B | $401.8M | ||
| Q2 25 | $1.0B | $466.5M | ||
| Q1 25 | $1.0B | $466.1M | ||
| Q4 24 | $1.0B | $474.9M | ||
| Q3 24 | $975.6M | $476.3M | ||
| Q2 24 | $934.9M | $503.9M |
总资产ACLSOEC
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.4B | $1.9B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.3B | $1.9B |
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 | $-12.4M |
| 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% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ACLSOEC
| Q1 26 | — | $-12.4M | ||
| Q4 25 | $-6.6M | $92.9M | ||
| Q3 25 | $45.4M | $68.8M | ||
| Q2 25 | $39.7M | $53.7M | ||
| Q1 25 | $39.8M | $400.0K | ||
| Q4 24 | $12.8M | $94.5M | ||
| Q3 24 | $45.7M | $-30.9M | ||
| Q2 24 | $40.1M | $29.3M |
自由现金流ACLSOEC
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $44.2M | ||
| Q3 25 | $43.3M | $27.9M | ||
| Q2 25 | $37.7M | $11.5M | ||
| Q1 25 | $34.8M | $-28.8M | ||
| Q4 24 | $8.1M | $23.5M | ||
| Q3 24 | $41.8M | $-78.8M | ||
| Q2 24 | $38.1M | $-25.4M |
自由现金流率ACLSOEC
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 10.7% | ||
| Q3 25 | 20.3% | 6.2% | ||
| Q2 25 | 19.4% | 2.5% | ||
| Q1 25 | 18.1% | -6.0% | ||
| Q4 24 | 3.2% | 5.4% | ||
| Q3 24 | 16.3% | -17.0% | ||
| Q2 24 | 14.8% | -5.3% |
资本支出强度ACLSOEC
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 11.8% | ||
| Q3 25 | 0.9% | 9.1% | ||
| Q2 25 | 1.0% | 9.0% | ||
| Q1 25 | 2.6% | 6.1% | ||
| Q4 24 | 1.8% | 16.4% | ||
| Q3 24 | 1.5% | 10.3% | ||
| Q2 24 | 0.8% | 11.5% |
现金转化率ACLSOEC
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 5.97× | ||
| Q1 25 | 1.39× | 0.04× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 1.43× |
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% |
OEC
暂无分部数据
