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AXCELIS TECHNOLOGIES INC（ACLS）与Organogenesis Holdings Inc.（ORGO）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Organogenesis Holdings Inc.的6.4倍（$238.3M vs $37.2M），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -57.1%），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -46.5%）
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。
Organogenesis Holdings Inc.是一家领先的再生医学企业，专注于开发、生产用于伤口护理、外科修复、运动医学和皮肤病领域的先进治疗产品，主要服务美国及部分国际市场的医疗机构与患者，提供经临床验证的医疗解决方案。
ACLS vs ORGO — 直观对比
营收规模更大
ACLS
是对方的6.4倍
$37.2M
营收增速更快
ACLS
高出51.5%
-57.1%
两年增速更快
ACLS
近两年复合增速
-46.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $37.2M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | 30.8% |
| 营业利润率 | 15.2% | -185.1% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | -57.1% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | — |
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ACLSORGO
| Q1 26 | — | $37.2M | ||
| Q4 25 | $238.3M | $225.6M | ||
| Q3 25 | $213.6M | $150.9M | ||
| Q2 25 | $194.5M | $101.0M | ||
| Q1 25 | $192.6M | $86.7M | ||
| Q4 24 | $252.4M | $126.7M | ||
| Q3 24 | $256.6M | $115.2M | ||
| Q2 24 | $256.5M | $130.2M |
净利润ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $43.7M | ||
| Q3 25 | $26.0M | $21.6M | ||
| Q2 25 | $31.4M | $-9.4M | ||
| Q1 25 | $28.6M | $-18.8M | ||
| Q4 24 | $50.0M | $7.7M | ||
| Q3 24 | $48.6M | $12.3M | ||
| Q2 24 | $50.9M | $-17.0M |
毛利率ACLSORGO
| Q1 26 | — | 30.8% | ||
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | 72.6% | ||
| Q4 24 | 46.0% | 75.5% | ||
| Q3 24 | 42.9% | 76.7% | ||
| Q2 24 | 43.8% | 77.6% |
营业利润率ACLSORGO
| Q1 26 | — | -185.1% | ||
| Q4 25 | 15.2% | 28.1% | ||
| Q3 25 | 11.7% | 13.7% | ||
| Q2 25 | 14.9% | -12.5% | ||
| Q1 25 | 15.1% | -30.9% | ||
| Q4 24 | 21.6% | 8.1% | ||
| Q3 24 | 18.3% | 5.4% | ||
| Q2 24 | 20.6% | -10.7% |
净利率ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | 14.4% | 19.4% | ||
| Q3 25 | 12.2% | 14.3% | ||
| Q2 25 | 16.1% | -9.3% | ||
| Q1 25 | 14.8% | -21.7% | ||
| Q4 24 | 19.8% | 6.1% | ||
| Q3 24 | 18.9% | 10.7% | ||
| Q2 24 | 19.8% | -13.1% |
每股收益（稀释后）ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $0.31 | ||
| Q3 25 | $0.83 | $0.11 | ||
| Q2 25 | $0.98 | $-0.10 | ||
| Q1 25 | $0.88 | $-0.17 | ||
| Q4 24 | $1.54 | $0.05 | ||
| Q3 24 | $1.49 | $0.09 | ||
| Q2 24 | $1.55 | $-0.13 |
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 | $91.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $1.4B | $520.0M |
| 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ACLSORGO
| Q1 26 | — | $91.4M | ||
| Q4 25 | $374.3M | $93.7M | ||
| Q3 25 | $449.6M | $63.7M | ||
| Q2 25 | $549.8M | $73.1M | ||
| Q1 25 | $587.1M | $110.0M | ||
| Q4 24 | $571.3M | $135.6M | ||
| Q3 24 | $579.4M | $94.3M | ||
| Q2 24 | $548.3M | $89.9M |
总债务ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $63.8M |
股东权益ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $300.1M | ||
| Q3 25 | $1.0B | $255.1M | ||
| Q2 25 | $1.0B | $233.2M | ||
| Q1 25 | $1.0B | $242.9M | ||
| Q4 24 | $1.0B | $262.9M | ||
| Q3 24 | $975.6M | $278.5M | ||
| Q2 24 | $934.9M | $263.5M |
总资产ACLSORGO
| Q1 26 | — | $520.0M | ||
| Q4 25 | $1.4B | $598.7M | ||
| Q3 25 | $1.4B | $509.8M | ||
| Q2 25 | $1.3B | $461.1M | ||
| Q1 25 | $1.3B | $467.4M | ||
| Q4 24 | $1.3B | $497.9M | ||
| Q3 24 | $1.3B | $446.3M | ||
| Q2 24 | $1.3B | $443.2M |
负债/权益比ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.24× |
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 | — |
| 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ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $39.4M | ||
| Q3 25 | $45.4M | $3.1M | ||
| Q2 25 | $39.7M | $-32.9M | ||
| Q1 25 | $39.8M | $-19.9M | ||
| Q4 24 | $12.8M | $10.9M | ||
| Q3 24 | $45.7M | $8.7M | ||
| Q2 24 | $40.1M | $4.7M |
自由现金流ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $34.8M | ||
| Q3 25 | $43.3M | $844.0K | ||
| Q2 25 | $37.7M | $-36.5M | ||
| Q1 25 | $34.8M | $-23.6M | ||
| Q4 24 | $8.1M | $7.6M | ||
| Q3 24 | $41.8M | $6.1M | ||
| Q2 24 | $38.1M | $2.9M |
自由现金流率ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 15.4% | ||
| Q3 25 | 20.3% | 0.6% | ||
| Q2 25 | 19.4% | -36.1% | ||
| Q1 25 | 18.1% | -27.2% | ||
| Q4 24 | 3.2% | 6.0% | ||
| Q3 24 | 16.3% | 5.3% | ||
| Q2 24 | 14.8% | 2.2% |
资本支出强度ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 2.1% | ||
| Q3 25 | 0.9% | 1.5% | ||
| Q2 25 | 1.0% | 3.6% | ||
| Q1 25 | 2.6% | 4.2% | ||
| Q4 24 | 1.8% | 2.7% | ||
| Q3 24 | 1.5% | 2.2% | ||
| Q2 24 | 0.8% | 1.4% |
现金转化率ACLSORGO
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 0.90× | ||
| Q3 25 | 1.75× | 0.14× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 1.43× | ||
| Q3 24 | 0.94× | 0.71× | ||
| Q2 24 | 0.79× | — |
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% |
ORGO
暂无分部数据
