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AXCELIS TECHNOLOGIES INC（ACLS）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.1倍（$238.3M vs $219.9M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -1.0%，领先15.4%），Orthofix Medical Inc.同比增速更快（2.0% vs -5.6%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-8.9M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
ACLS vs OFIX — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$219.9M
营收增速更快
OFIX
高出7.6%
-5.6%
净利率更高
ACLS
高出15.4%
-1.0%
自由现金流更多
OFIX
多$25.7M
$-8.9M
两年增速更快
OFIX
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $219.9M |
| 净利润 | $34.3M | $-2.2M |
| 毛利率 | 47.0% | 71.1% |
| 营业利润率 | 15.2% | 0.2% |
| 净利率 | 14.4% | -1.0% |
| 营收同比 | -5.6% | 2.0% |
| 净利润同比 | -31.3% | 92.4% |
| 每股收益（稀释后） | $1.11 | $-0.05 |
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ACLSOFIX
| Q4 25 | $238.3M | $219.9M | ||
| Q3 25 | $213.6M | $205.6M | ||
| Q2 25 | $194.5M | $203.1M | ||
| Q1 25 | $192.6M | $193.6M | ||
| Q4 24 | $252.4M | $215.7M | ||
| Q3 24 | $256.6M | $196.6M | ||
| Q2 24 | $256.5M | $198.6M | ||
| Q1 24 | $252.4M | $188.6M |
净利润ACLSOFIX
| Q4 25 | $34.3M | $-2.2M | ||
| Q3 25 | $26.0M | $-22.8M | ||
| Q2 25 | $31.4M | $-14.1M | ||
| Q1 25 | $28.6M | $-53.1M | ||
| Q4 24 | $50.0M | $-29.1M | ||
| Q3 24 | $48.6M | $-27.4M | ||
| Q2 24 | $50.9M | $-33.4M | ||
| Q1 24 | $51.6M | $-36.0M |
毛利率ACLSOFIX
| Q4 25 | 47.0% | 71.1% | ||
| Q3 25 | 41.6% | 72.2% | ||
| Q2 25 | 44.9% | 68.7% | ||
| Q1 25 | 46.1% | 62.8% | ||
| Q4 24 | 46.0% | 69.0% | ||
| Q3 24 | 42.9% | 68.7% | ||
| Q2 24 | 43.8% | 67.8% | ||
| Q1 24 | 46.0% | 67.5% |
营业利润率ACLSOFIX
| Q4 25 | 15.2% | 0.2% | ||
| Q3 25 | 11.7% | -8.3% | ||
| Q2 25 | 14.9% | -7.9% | ||
| Q1 25 | 15.1% | -25.2% | ||
| Q4 24 | 21.6% | -5.3% | ||
| Q3 24 | 18.3% | -9.6% | ||
| Q2 24 | 20.6% | -12.5% | ||
| Q1 24 | 22.4% | -15.6% |
净利率ACLSOFIX
| Q4 25 | 14.4% | -1.0% | ||
| Q3 25 | 12.2% | -11.1% | ||
| Q2 25 | 16.1% | -6.9% | ||
| Q1 25 | 14.8% | -27.4% | ||
| Q4 24 | 19.8% | -13.5% | ||
| Q3 24 | 18.9% | -13.9% | ||
| Q2 24 | 19.8% | -16.8% | ||
| Q1 24 | 20.4% | -19.1% |
每股收益（稀释后）ACLSOFIX
| Q4 25 | $1.11 | $-0.05 | ||
| Q3 25 | $0.83 | $-0.57 | ||
| Q2 25 | $0.98 | $-0.36 | ||
| Q1 25 | $0.88 | $-1.35 | ||
| Q4 24 | $1.54 | $-0.76 | ||
| Q3 24 | $1.49 | $-0.71 | ||
| Q2 24 | $1.55 | $-0.88 | ||
| Q1 24 | $1.57 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $450.0M |
| 总资产 | $1.4B | $850.6M |
| 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ACLSOFIX
| Q4 25 | $374.3M | $82.0M | ||
| Q3 25 | $449.6M | $62.9M | ||
| Q2 25 | $549.8M | $65.6M | ||
| Q1 25 | $587.1M | $58.0M | ||
| Q4 24 | $571.3M | $83.2M | ||
| Q3 24 | $579.4M | $30.1M | ||
| Q2 24 | $548.3M | $26.4M | ||
| Q1 24 | $530.2M | $27.0M |
总债务ACLSOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益ACLSOFIX
| Q4 25 | $1.0B | $450.0M | ||
| Q3 25 | $1.0B | $442.5M | ||
| Q2 25 | $1.0B | $458.3M | ||
| Q1 25 | $1.0B | $458.3M | ||
| Q4 24 | $1.0B | $503.1M | ||
| Q3 24 | $975.6M | $525.9M | ||
| Q2 24 | $934.9M | $546.0M | ||
| Q1 24 | $901.7M | $570.3M |
总资产ACLSOFIX
| Q4 25 | $1.4B | $850.6M | ||
| Q3 25 | $1.4B | $832.6M | ||
| Q2 25 | $1.3B | $837.2M | ||
| Q1 25 | $1.3B | $823.1M | ||
| Q4 24 | $1.3B | $893.3M | ||
| Q3 24 | $1.3B | $867.9M | ||
| Q2 24 | $1.3B | $882.0M | ||
| Q1 24 | $1.3B | $906.0M |
负债/权益比ACLSOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $16.8M |
| 自由现金流率自由现金流/营收 | -3.7% | 7.6% |
| 资本支出强度资本支出/营收 | 1.0% | 4.9% |
| 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 | $-1.3M |
8季度趋势，按日历期对齐
经营现金流ACLSOFIX
| Q4 25 | $-6.6M | $27.7M | ||
| Q3 25 | $45.4M | $12.4M | ||
| Q2 25 | $39.7M | $11.6M | ||
| Q1 25 | $39.8M | $-18.4M | ||
| Q4 24 | $12.8M | $23.7M | ||
| Q3 24 | $45.7M | $11.7M | ||
| Q2 24 | $40.1M | $9.0M | ||
| Q1 24 | $42.2M | $-18.6M |
自由现金流ACLSOFIX
| Q4 25 | $-8.9M | $16.8M | ||
| Q3 25 | $43.3M | $2.5M | ||
| Q2 25 | $37.7M | $4.5M | ||
| Q1 25 | $34.8M | $-25.1M | ||
| Q4 24 | $8.1M | $15.2M | ||
| Q3 24 | $41.8M | $6.3M | ||
| Q2 24 | $38.1M | $-360.0K | ||
| Q1 24 | $40.6M | $-29.1M |
自由现金流率ACLSOFIX
| Q4 25 | -3.7% | 7.6% | ||
| Q3 25 | 20.3% | 1.2% | ||
| Q2 25 | 19.4% | 2.2% | ||
| Q1 25 | 18.1% | -13.0% | ||
| Q4 24 | 3.2% | 7.0% | ||
| Q3 24 | 16.3% | 3.2% | ||
| Q2 24 | 14.8% | -0.2% | ||
| Q1 24 | 16.1% | -15.4% |
资本支出强度ACLSOFIX
| Q4 25 | 1.0% | 4.9% | ||
| Q3 25 | 0.9% | 4.8% | ||
| Q2 25 | 1.0% | 3.5% | ||
| Q1 25 | 2.6% | 3.5% | ||
| Q4 24 | 1.8% | 4.0% | ||
| Q3 24 | 1.5% | 2.7% | ||
| Q2 24 | 0.8% | 4.7% | ||
| Q1 24 | 0.6% | 5.6% |
现金转化率ACLSOFIX
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| 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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
