vs
AXCELIS TECHNOLOGIES INC（ACLS）与Oportun Financial Corp（OPRT）财务数据对比。点击上方公司名可切换其他公司
Oportun Financial Corp的季度营收约是AXCELIS TECHNOLOGIES INC的1.0倍（$247.7M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.4%，领先13.0%），Oportun Financial Corp同比增速更快（-1.3% vs -5.6%），过去两年Oportun Financial Corp的营收复合增速更高（-0.5% 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。
Oportun Financial Corp是总部位于美国的金融科技公司，专注为信用记录有限或无信用记录的中低收入弱势消费群体提供个人贷款、信用卡、储蓄产品等可负担的金融服务，依托自研AI风控模型保障服务公平性与风险可控。
ACLS vs OPRT — 直观对比
营收规模更大
OPRT
是对方的1.0倍
$238.3M
营收增速更快
OPRT
高出4.3%
-5.6%
净利率更高
ACLS
高出13.0%
1.4%
两年增速更快
OPRT
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $247.7M |
| 净利润 | $34.3M | $3.4M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 2.6% |
| 净利率 | 14.4% | 1.4% |
| 营收同比 | -5.6% | -1.3% |
| 净利润同比 | -31.3% | -61.0% |
| 每股收益（稀释后） | $1.11 | $0.07 |
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ACLSOPRT
| Q4 25 | $238.3M | $247.7M | ||
| Q3 25 | $213.6M | $238.7M | ||
| Q2 25 | $194.5M | $234.3M | ||
| Q1 25 | $192.6M | $235.9M | ||
| Q4 24 | $252.4M | $250.9M | ||
| Q3 24 | $256.6M | $250.0M | ||
| Q2 24 | $256.5M | $250.4M | ||
| Q1 24 | $252.4M | $250.5M |
净利润ACLSOPRT
| Q4 25 | $34.3M | $3.4M | ||
| Q3 25 | $26.0M | $5.2M | ||
| Q2 25 | $31.4M | $6.9M | ||
| Q1 25 | $28.6M | $9.8M | ||
| Q4 24 | $50.0M | $8.7M | ||
| Q3 24 | $48.6M | $-30.0M | ||
| Q2 24 | $50.9M | $-31.0M | ||
| Q1 24 | $51.6M | $-26.4M |
毛利率ACLSOPRT
| 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ACLSOPRT
| Q4 25 | 15.2% | 2.6% | ||
| Q3 25 | 11.7% | 6.0% | ||
| Q2 25 | 14.9% | 4.3% | ||
| Q1 25 | 15.1% | 5.6% | ||
| Q4 24 | 21.6% | 89.6% | ||
| Q3 24 | 18.3% | -15.8% | ||
| Q2 24 | 20.6% | -19.6% | ||
| Q1 24 | 22.4% | -12.2% |
净利率ACLSOPRT
| Q4 25 | 14.4% | 1.4% | ||
| Q3 25 | 12.2% | 2.2% | ||
| Q2 25 | 16.1% | 2.9% | ||
| Q1 25 | 14.8% | 4.1% | ||
| Q4 24 | 19.8% | 200.1% | ||
| Q3 24 | 18.9% | -12.0% | ||
| Q2 24 | 19.8% | -12.4% | ||
| Q1 24 | 20.4% | -10.6% |
每股收益（稀释后）ACLSOPRT
| Q4 25 | $1.11 | $0.07 | ||
| Q3 25 | $0.83 | $0.11 | ||
| Q2 25 | $0.98 | $0.14 | ||
| Q1 25 | $0.88 | $0.21 | ||
| Q4 24 | $1.54 | $0.26 | ||
| Q3 24 | $1.49 | $-0.75 | ||
| Q2 24 | $1.55 | $-0.78 | ||
| Q1 24 | $1.57 | $-0.68 |
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 | $105.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $390.1M |
| 总资产 | $1.4B | $3.3B |
| 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ACLSOPRT
| Q4 25 | $374.3M | $105.5M | ||
| Q3 25 | $449.6M | $104.6M | ||
| Q2 25 | $549.8M | $96.8M | ||
| Q1 25 | $587.1M | $78.5M | ||
| Q4 24 | $571.3M | $60.0M | ||
| Q3 24 | $579.4M | $71.8M | ||
| Q2 24 | $548.3M | $72.9M | ||
| Q1 24 | $530.2M | $69.2M |
股东权益ACLSOPRT
| Q4 25 | $1.0B | $390.1M | ||
| Q3 25 | $1.0B | $383.9M | ||
| Q2 25 | $1.0B | $376.0M | ||
| Q1 25 | $1.0B | $366.1M | ||
| Q4 24 | $1.0B | $353.8M | ||
| Q3 24 | $975.6M | $327.6M | ||
| Q2 24 | $934.9M | $354.1M | ||
| Q1 24 | $901.7M | $382.0M |
总资产ACLSOPRT
| Q4 25 | $1.4B | $3.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.3B | $3.2B | ||
| Q4 24 | $1.3B | $3.2B | ||
| Q3 24 | $1.3B | $3.3B | ||
| Q2 24 | $1.3B | $3.3B | ||
| Q1 24 | $1.3B | $3.3B |
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 | $413.4M |
| 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× | 121.45× |
| 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ACLSOPRT
| Q4 25 | $-6.6M | $413.4M | ||
| Q3 25 | $45.4M | $99.0M | ||
| Q2 25 | $39.7M | $104.5M | ||
| Q1 25 | $39.8M | $101.0M | ||
| Q4 24 | $12.8M | $393.5M | ||
| Q3 24 | $45.7M | $108.5M | ||
| Q2 24 | $40.1M | $107.7M | ||
| Q1 24 | $42.2M | $85.9M |
自由现金流ACLSOPRT
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSOPRT
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSOPRT
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSOPRT
| Q4 25 | -0.19× | 121.45× | ||
| Q3 25 | 1.75× | 19.05× | ||
| Q2 25 | 1.27× | 15.20× | ||
| Q1 25 | 1.39× | 10.34× | ||
| Q4 24 | 0.26× | 45.04× | ||
| 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% |
OPRT
暂无分部数据
