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AXCELIS TECHNOLOGIES INC（ACLS）与OFG BANCORP（OFG）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OFG BANCORP的1.3倍（$238.3M vs $184.3M），OFG BANCORP净利率更高（30.3% vs 14.4%，领先15.9%），OFG BANCORP同比增速更快（0.9% vs -5.6%），OFG BANCORP自由现金流更多（$199.3M vs $-8.9M），过去两年OFG BANCORP的营收复合增速更高（2.8% 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。
OFG Bancorp成立于1964年，总部位于波多黎各圣胡安，是东方银行的金融控股公司。公司通过东方银行、东方金融服务有限责任公司、东方保险有限责任公司等核心子公司，主要面向波多黎各和美属维尔京群岛市场，提供多元化的零售与商业银行、贷款、财富管理相关产品、服务及技术解决方案。
ACLS vs OFG — 直观对比
营收规模更大
ACLS
是对方的1.3倍
$184.3M
营收增速更快
OFG
高出6.5%
-5.6%
净利率更高
OFG
高出15.9%
14.4%
自由现金流更多
OFG
多$208.2M
$-8.9M
两年增速更快
OFG
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $184.3M |
| 净利润 | $34.3M | $55.9M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 25.7% |
| 净利率 | 14.4% | 30.3% |
| 营收同比 | -5.6% | 0.9% |
| 净利润同比 | -31.3% | 11.0% |
| 每股收益（稀释后） | $1.11 | $1.27 |
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ACLSOFG
| Q4 25 | $238.3M | $184.3M | ||
| Q3 25 | $213.6M | $186.2M | ||
| Q2 25 | $194.5M | $182.4M | ||
| Q1 25 | $192.6M | $178.6M | ||
| Q4 24 | $252.4M | $182.7M | ||
| Q3 24 | $256.6M | $174.7M | ||
| Q2 24 | $256.5M | $179.8M | ||
| Q1 24 | $252.4M | $174.4M |
净利润ACLSOFG
| Q4 25 | $34.3M | $55.9M | ||
| Q3 25 | $26.0M | $51.8M | ||
| Q2 25 | $31.4M | $51.8M | ||
| Q1 25 | $28.6M | $45.6M | ||
| Q4 24 | $50.0M | $50.3M | ||
| Q3 24 | $48.6M | $47.0M | ||
| Q2 24 | $50.9M | $51.1M | ||
| Q1 24 | $51.6M | $49.7M |
毛利率ACLSOFG
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | — | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSOFG
| Q4 25 | 15.2% | 25.7% | ||
| Q3 25 | 11.7% | 33.0% | ||
| Q2 25 | 14.9% | 36.1% | ||
| Q1 25 | 15.1% | 33.3% | ||
| Q4 24 | 21.6% | 28.9% | ||
| Q3 24 | 18.3% | 35.4% | ||
| Q2 24 | 20.6% | 39.6% | ||
| Q1 24 | 22.4% | 38.9% |
净利率ACLSOFG
| Q4 25 | 14.4% | 30.3% | ||
| Q3 25 | 12.2% | 27.8% | ||
| Q2 25 | 16.1% | 28.4% | ||
| Q1 25 | 14.8% | 25.5% | ||
| Q4 24 | 19.8% | 27.6% | ||
| Q3 24 | 18.9% | 26.9% | ||
| Q2 24 | 19.8% | 28.4% | ||
| Q1 24 | 20.4% | 28.5% |
每股收益（稀释后）ACLSOFG
| Q4 25 | $1.11 | $1.27 | ||
| Q3 25 | $0.83 | $1.16 | ||
| Q2 25 | $0.98 | $1.15 | ||
| Q1 25 | $0.88 | $1.00 | ||
| Q4 24 | $1.54 | $1.10 | ||
| Q3 24 | $1.49 | $1.00 | ||
| Q2 24 | $1.55 | $1.08 | ||
| Q1 24 | $1.57 | $1.05 |
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 | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.4B |
| 总资产 | $1.4B | $12.5B |
| 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ACLSOFG
| Q4 25 | $374.3M | $1.0B | ||
| Q3 25 | $449.6M | $740.3M | ||
| Q2 25 | $549.8M | $851.8M | ||
| Q1 25 | $587.1M | $710.6M | ||
| Q4 24 | $571.3M | $591.1M | ||
| Q3 24 | $579.4M | $680.6M | ||
| Q2 24 | $548.3M | $740.4M | ||
| Q1 24 | $530.2M | $754.4M |
股东权益ACLSOFG
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $975.6M | $1.3B | ||
| Q2 24 | $934.9M | $1.2B | ||
| Q1 24 | $901.7M | $1.2B |
总资产ACLSOFG
| Q4 25 | $1.4B | $12.5B | ||
| Q3 25 | $1.4B | $12.2B | ||
| Q2 25 | $1.3B | $12.2B | ||
| Q1 25 | $1.3B | $11.7B | ||
| Q4 24 | $1.3B | $11.5B | ||
| Q3 24 | $1.3B | $11.5B | ||
| Q2 24 | $1.3B | $11.3B | ||
| Q1 24 | $1.3B | $11.2B |
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 | $217.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $199.3M |
| 自由现金流率自由现金流/营收 | -3.7% | 108.1% |
| 资本支出强度资本支出/营收 | 1.0% | 10.0% |
| 现金转化率经营现金流/净利润 | -0.19× | 3.90× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $345.4M |
8季度趋势，按日历期对齐
经营现金流ACLSOFG
| Q4 25 | $-6.6M | $217.7M | ||
| Q3 25 | $45.4M | $39.5M | ||
| Q2 25 | $39.7M | $35.9M | ||
| Q1 25 | $39.8M | $83.1M | ||
| Q4 24 | $12.8M | $252.5M | ||
| Q3 24 | $45.7M | $58.1M | ||
| Q2 24 | $40.1M | $95.1M | ||
| Q1 24 | $42.2M | $61.0M |
自由现金流ACLSOFG
| Q4 25 | $-8.9M | $199.3M | ||
| Q3 25 | $43.3M | $35.5M | ||
| Q2 25 | $37.7M | $31.8M | ||
| Q1 25 | $34.8M | $78.7M | ||
| Q4 24 | $8.1M | $231.2M | ||
| Q3 24 | $41.8M | $51.8M | ||
| Q2 24 | $38.1M | $90.4M | ||
| Q1 24 | $40.6M | $54.8M |
自由现金流率ACLSOFG
| Q4 25 | -3.7% | 108.1% | ||
| Q3 25 | 20.3% | 19.1% | ||
| Q2 25 | 19.4% | 17.4% | ||
| Q1 25 | 18.1% | 44.1% | ||
| Q4 24 | 3.2% | 126.5% | ||
| Q3 24 | 16.3% | 29.6% | ||
| Q2 24 | 14.8% | 50.3% | ||
| Q1 24 | 16.1% | 31.4% |
资本支出强度ACLSOFG
| Q4 25 | 1.0% | 10.0% | ||
| Q3 25 | 0.9% | 2.1% | ||
| Q2 25 | 1.0% | 2.3% | ||
| Q1 25 | 2.6% | 2.4% | ||
| Q4 24 | 1.8% | 11.7% | ||
| Q3 24 | 1.5% | 3.6% | ||
| Q2 24 | 0.8% | 2.6% | ||
| Q1 24 | 0.6% | 3.5% |
现金转化率ACLSOFG
| Q4 25 | -0.19× | 3.90× | ||
| Q3 25 | 1.75× | 0.76× | ||
| Q2 25 | 1.27× | 0.69× | ||
| Q1 25 | 1.39× | 1.82× | ||
| Q4 24 | 0.26× | 5.02× | ||
| Q3 24 | 0.94× | 1.24× | ||
| Q2 24 | 0.79× | 1.86× | ||
| Q1 24 | 0.82× | 1.23× |
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% |
OFG
暂无分部数据
