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AXCELIS TECHNOLOGIES INC（ACLS）与PROSPERITY BANCSHARES INC（PB）财务数据对比。点击上方公司名可切换其他公司
PROSPERITY BANCSHARES INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$367.6M vs $238.3M），PROSPERITY BANCSHARES INC净利率更高（31.6% vs 14.4%，领先17.2%），过去两年PROSPERITY BANCSHARES INC的营收复合增速更高（19.2% 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。
Prosperity Bancshares Inc.是总部位于美国得克萨斯州休斯顿的银行控股公司，业务覆盖得克萨斯州及俄克拉荷马州中部。截至2019年12月31日，公司共运营285家分支机构，广泛分布在休斯顿、达拉斯-沃斯堡都会区及得州南部、东部、中部、西部等区域。
ACLS vs PB — 直观对比
营收规模更大
PB
是对方的1.5倍
$238.3M
净利率更高
PB
高出17.2%
14.4%
两年增速更快
PB
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $367.6M |
| 净利润 | $34.3M | $116.3M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 31.6% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | -10.7% |
| 每股收益（稀释后） | $1.11 | $1.16 |
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ACLSPB
| Q1 26 | — | $367.6M | ||
| Q4 25 | $238.3M | $275.0M | ||
| Q3 25 | $213.6M | $273.4M | ||
| Q2 25 | $194.5M | $267.7M | ||
| Q1 25 | $192.6M | $265.4M | ||
| Q4 24 | $252.4M | $267.8M | ||
| Q3 24 | $256.6M | $261.7M | ||
| Q2 24 | $256.5M | $258.8M |
净利润ACLSPB
| Q1 26 | — | $116.3M | ||
| Q4 25 | $34.3M | $139.9M | ||
| Q3 25 | $26.0M | $137.6M | ||
| Q2 25 | $31.4M | $135.2M | ||
| Q1 25 | $28.6M | $130.2M | ||
| Q4 24 | $50.0M | $130.1M | ||
| Q3 24 | $48.6M | $127.3M | ||
| Q2 24 | $50.9M | $111.6M |
毛利率ACLSPB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ACLSPB
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 65.1% | ||
| Q3 25 | 11.7% | 64.4% | ||
| Q2 25 | 14.9% | 64.3% | ||
| Q1 25 | 15.1% | 62.7% | ||
| Q4 24 | 21.6% | 62.0% | ||
| Q3 24 | 18.3% | 62.1% | ||
| Q2 24 | 20.6% | 55.2% |
净利率ACLSPB
| Q1 26 | — | 31.6% | ||
| Q4 25 | 14.4% | 50.9% | ||
| Q3 25 | 12.2% | 50.3% | ||
| Q2 25 | 16.1% | 50.5% | ||
| Q1 25 | 14.8% | 49.1% | ||
| Q4 24 | 19.8% | 48.6% | ||
| Q3 24 | 18.9% | 48.6% | ||
| Q2 24 | 19.8% | 43.1% |
每股收益（稀释后）ACLSPB
| Q1 26 | — | $1.16 | ||
| Q4 25 | $1.11 | $1.48 | ||
| Q3 25 | $0.83 | $1.45 | ||
| Q2 25 | $0.98 | $1.42 | ||
| Q1 25 | $0.88 | $1.37 | ||
| Q4 24 | $1.54 | $1.36 | ||
| Q3 24 | $1.49 | $1.34 | ||
| Q2 24 | $1.55 | $1.17 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $8.2B |
| 总资产 | $1.4B | $43.6B |
| 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ACLSPB
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — |
股东权益ACLSPB
| Q1 26 | — | $8.2B | ||
| Q4 25 | $1.0B | $7.6B | ||
| Q3 25 | $1.0B | $7.7B | ||
| Q2 25 | $1.0B | $7.6B | ||
| Q1 25 | $1.0B | $7.5B | ||
| Q4 24 | $1.0B | $7.4B | ||
| Q3 24 | $975.6M | $7.4B | ||
| Q2 24 | $934.9M | $7.3B |
总资产ACLSPB
| Q1 26 | — | $43.6B | ||
| Q4 25 | $1.4B | $38.5B | ||
| Q3 25 | $1.4B | $38.3B | ||
| Q2 25 | $1.3B | $38.4B | ||
| Q1 25 | $1.3B | $38.8B | ||
| Q4 24 | $1.3B | $39.6B | ||
| Q3 24 | $1.3B | $40.1B | ||
| Q2 24 | $1.3B | $39.8B |
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ACLSPB
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $78.3M | ||
| Q3 25 | $45.4M | $194.8M | ||
| Q2 25 | $39.7M | $98.2M | ||
| Q1 25 | $39.8M | $178.2M | ||
| Q4 24 | $12.8M | $-205.8M | ||
| Q3 24 | $45.7M | $274.6M | ||
| Q2 24 | $40.1M | $216.5M |
自由现金流ACLSPB
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $68.5M | ||
| Q3 25 | $43.3M | $185.7M | ||
| Q2 25 | $37.7M | $91.8M | ||
| Q1 25 | $34.8M | $171.1M | ||
| Q4 24 | $8.1M | $-210.7M | ||
| Q3 24 | $41.8M | $270.2M | ||
| Q2 24 | $38.1M | $211.8M |
自由现金流率ACLSPB
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 24.9% | ||
| Q3 25 | 20.3% | 67.9% | ||
| Q2 25 | 19.4% | 34.3% | ||
| Q1 25 | 18.1% | 64.5% | ||
| Q4 24 | 3.2% | -78.7% | ||
| Q3 24 | 16.3% | 103.3% | ||
| Q2 24 | 14.8% | 81.8% |
资本支出强度ACLSPB
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 3.6% | ||
| Q3 25 | 0.9% | 3.3% | ||
| Q2 25 | 1.0% | 2.4% | ||
| Q1 25 | 2.6% | 2.7% | ||
| Q4 24 | 1.8% | 1.8% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 0.8% | 1.8% |
现金转化率ACLSPB
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 0.56× | ||
| Q3 25 | 1.75× | 1.42× | ||
| Q2 25 | 1.27× | 0.73× | ||
| Q1 25 | 1.39× | 1.37× | ||
| Q4 24 | 0.26× | -1.58× | ||
| Q3 24 | 0.94× | 2.16× | ||
| Q2 24 | 0.79× | 1.94× |
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% |
PB
| Net Interest Income | $321.1M | 87% |
| Noninterest Income | $46.5M | 13% |
