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AXCELIS TECHNOLOGIES INC（ACLS）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.7倍（$411.1M vs $238.3M），UiPath, Inc.净利率更高（48.4% vs 14.4%，领先34.0%），UiPath, Inc.同比增速更快（15.9% vs -5.6%），UiPath, Inc.自由现金流更多（$25.1M vs $-8.9M），过去两年UiPath, Inc.的营收复合增速更高（0.7% 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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
ACLS vs PATH — 直观对比
营收规模更大
PATH
是对方的1.7倍
$238.3M
营收增速更快
PATH
高出21.5%
-5.6%
净利率更高
PATH
高出34.0%
14.4%
自由现金流更多
PATH
多$34.0M
$-8.9M
两年增速更快
PATH
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $411.1M |
| 净利润 | $34.3M | $198.8M |
| 毛利率 | 47.0% | 83.3% |
| 营业利润率 | 15.2% | 3.2% |
| 净利率 | 14.4% | 48.4% |
| 营收同比 | -5.6% | 15.9% |
| 净利润同比 | -31.3% | 1966.2% |
| 每股收益（稀释后） | $1.11 | $0.37 |
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ACLSPATH
| Q4 25 | $238.3M | $411.1M | ||
| Q3 25 | $213.6M | $361.7M | ||
| Q2 25 | $194.5M | $356.6M | ||
| Q1 25 | $192.6M | $423.6M | ||
| Q4 24 | $252.4M | $354.7M | ||
| Q3 24 | $256.6M | $316.3M | ||
| Q2 24 | $256.5M | $335.1M | ||
| Q1 24 | $252.4M | $405.3M |
净利润ACLSPATH
| Q4 25 | $34.3M | $198.8M | ||
| Q3 25 | $26.0M | $1.6M | ||
| Q2 25 | $31.4M | $-22.6M | ||
| Q1 25 | $28.6M | $51.8M | ||
| Q4 24 | $50.0M | $-10.7M | ||
| Q3 24 | $48.6M | $-86.1M | ||
| Q2 24 | $50.9M | $-28.7M | ||
| Q1 24 | $51.6M | $33.9M |
毛利率ACLSPATH
| Q4 25 | 47.0% | 83.3% | ||
| Q3 25 | 41.6% | 82.2% | ||
| Q2 25 | 44.9% | 82.1% | ||
| Q1 25 | 46.1% | 84.8% | ||
| Q4 24 | 46.0% | 82.0% | ||
| Q3 24 | 42.9% | 80.0% | ||
| Q2 24 | 43.8% | 83.5% | ||
| Q1 24 | 46.0% | 86.8% |
营业利润率ACLSPATH
| Q4 25 | 15.2% | 3.2% | ||
| Q3 25 | 11.7% | -5.6% | ||
| Q2 25 | 14.9% | -4.6% | ||
| Q1 25 | 15.1% | 7.9% | ||
| Q4 24 | 21.6% | -12.2% | ||
| Q3 24 | 18.3% | -32.7% | ||
| Q2 24 | 20.6% | -14.8% | ||
| Q1 24 | 22.4% | 3.7% |
净利率ACLSPATH
| Q4 25 | 14.4% | 48.4% | ||
| Q3 25 | 12.2% | 0.4% | ||
| Q2 25 | 16.1% | -6.3% | ||
| Q1 25 | 14.8% | 12.2% | ||
| Q4 24 | 19.8% | -3.0% | ||
| Q3 24 | 18.9% | -27.2% | ||
| Q2 24 | 19.8% | -8.6% | ||
| Q1 24 | 20.4% | 8.4% |
每股收益（稀释后）ACLSPATH
| Q4 25 | $1.11 | $0.37 | ||
| Q3 25 | $0.83 | $0.00 | ||
| Q2 25 | $0.98 | $-0.04 | ||
| Q1 25 | $0.88 | $0.09 | ||
| Q4 24 | $1.54 | $-0.02 | ||
| Q3 24 | $1.49 | $-0.15 | ||
| Q2 24 | $1.55 | $-0.05 | ||
| Q1 24 | $1.57 | $0.07 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.9B |
| 总资产 | $1.4B | $2.9B |
| 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ACLSPATH
| Q4 25 | $374.3M | $1.4B | ||
| Q3 25 | $449.6M | $1.4B | ||
| Q2 25 | $549.8M | $1.6B | ||
| Q1 25 | $587.1M | $1.6B | ||
| Q4 24 | $571.3M | $1.6B | ||
| Q3 24 | $579.4M | $1.7B | ||
| Q2 24 | $548.3M | $1.9B | ||
| Q1 24 | $530.2M | $1.9B |
股东权益ACLSPATH
| Q4 25 | $1.0B | $1.9B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $975.6M | $1.8B | ||
| Q2 24 | $934.9M | $2.0B | ||
| Q1 24 | $901.7M | $2.0B |
总资产ACLSPATH
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $2.9B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.3B | $2.7B | ||
| Q2 24 | $1.3B | $2.8B | ||
| Q1 24 | $1.3B | $3.0B |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $25.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 6.1% |
| 资本支出强度资本支出/营收 | 1.0% | 0.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.14× |
| 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ACLSPATH
| Q4 25 | $-6.6M | $28.3M | ||
| Q3 25 | $45.4M | $41.6M | ||
| Q2 25 | $39.7M | $119.0M | ||
| Q1 25 | $39.8M | $146.1M | ||
| Q4 24 | $12.8M | $28.1M | ||
| Q3 24 | $45.7M | $46.4M | ||
| Q2 24 | $40.1M | $100.0M | ||
| Q1 24 | $42.2M | $145.6M |
自由现金流ACLSPATH
| Q4 25 | $-8.9M | $25.1M | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $106.2M | ||
| Q1 25 | $34.8M | $138.7M | ||
| Q4 24 | $8.1M | $23.2M | ||
| Q3 24 | $41.8M | $45.0M | ||
| Q2 24 | $38.1M | $98.8M | ||
| Q1 24 | $40.6M | $141.8M |
自由现金流率ACLSPATH
| Q4 25 | -3.7% | 6.1% | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | 29.8% | ||
| Q1 25 | 18.1% | 32.7% | ||
| Q4 24 | 3.2% | 6.5% | ||
| Q3 24 | 16.3% | 14.2% | ||
| Q2 24 | 14.8% | 29.5% | ||
| Q1 24 | 16.1% | 35.0% |
资本支出强度ACLSPATH
| Q4 25 | 1.0% | 0.8% | ||
| Q3 25 | 0.9% | 0.0% | ||
| Q2 25 | 1.0% | 3.6% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 1.8% | 1.4% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 0.8% | 0.4% | ||
| Q1 24 | 0.6% | 0.9% |
现金转化率ACLSPATH
| Q4 25 | -0.19× | 0.14× | ||
| Q3 25 | 1.75× | 26.25× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | 2.82× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | 4.29× |
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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
