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AXCELIS TECHNOLOGIES INC（ACLS）与PROCORE TECHNOLOGIES, INC.（PCOR）财务数据对比。点击上方公司名可切换其他公司
PROCORE TECHNOLOGIES, INC.的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$359.3M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -2.5%，领先16.9%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.7% vs -5.6%），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（12.4% 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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
ACLS vs PCOR — 直观对比
营收规模更大
PCOR
是对方的1.5倍
$238.3M
营收增速更快
PCOR
高出21.2%
-5.6%
净利率更高
ACLS
高出16.9%
-2.5%
两年增速更快
PCOR
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $359.3M |
| 净利润 | $34.3M | $-9.1M |
| 毛利率 | 47.0% | 80.1% |
| 营业利润率 | 15.2% | 15.5% |
| 净利率 | 14.4% | -2.5% |
| 营收同比 | -5.6% | 15.7% |
| 净利润同比 | -31.3% | 72.4% |
| 每股收益（稀释后） | $1.11 | $-0.06 |
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ACLSPCOR
| Q1 26 | — | $359.3M | ||
| Q4 25 | $238.3M | $349.1M | ||
| Q3 25 | $213.6M | $338.9M | ||
| Q2 25 | $194.5M | $323.9M | ||
| Q1 25 | $192.6M | $310.6M | ||
| Q4 24 | $252.4M | $302.0M | ||
| Q3 24 | $256.6M | $295.9M | ||
| Q2 24 | $256.5M | $284.3M |
净利润ACLSPCOR
| Q1 26 | — | $-9.1M | ||
| Q4 25 | $34.3M | $-37.6M | ||
| Q3 25 | $26.0M | $-9.1M | ||
| Q2 25 | $31.4M | $-21.1M | ||
| Q1 25 | $28.6M | $-33.0M | ||
| Q4 24 | $50.0M | $-62.3M | ||
| Q3 24 | $48.6M | $-26.4M | ||
| Q2 24 | $50.9M | $-6.3M |
毛利率ACLSPCOR
| Q1 26 | — | 80.1% | ||
| Q4 25 | 47.0% | 80.1% | ||
| Q3 25 | 41.6% | 79.7% | ||
| Q2 25 | 44.9% | 79.1% | ||
| Q1 25 | 46.1% | 79.1% | ||
| Q4 24 | 46.0% | 81.2% | ||
| Q3 24 | 42.9% | 81.4% | ||
| Q2 24 | 43.8% | 83.1% |
营业利润率ACLSPCOR
| Q1 26 | — | 15.5% | ||
| Q4 25 | 15.2% | -12.3% | ||
| Q3 25 | 11.7% | -4.4% | ||
| Q2 25 | 14.9% | -9.3% | ||
| Q1 25 | 15.1% | -11.7% | ||
| Q4 24 | 21.6% | -21.9% | ||
| Q3 24 | 18.3% | -12.3% | ||
| Q2 24 | 20.6% | -5.2% |
净利率ACLSPCOR
| Q1 26 | — | -2.5% | ||
| Q4 25 | 14.4% | -10.8% | ||
| Q3 25 | 12.2% | -2.7% | ||
| Q2 25 | 16.1% | -6.5% | ||
| Q1 25 | 14.8% | -10.6% | ||
| Q4 24 | 19.8% | -20.6% | ||
| Q3 24 | 18.9% | -8.9% | ||
| Q2 24 | 19.8% | -2.2% |
每股收益（稀释后）ACLSPCOR
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $1.11 | $-0.25 | ||
| Q3 25 | $0.83 | $-0.06 | ||
| Q2 25 | $0.98 | $-0.14 | ||
| Q1 25 | $0.88 | $-0.22 | ||
| Q4 24 | $1.54 | $-0.42 | ||
| Q3 24 | $1.49 | $-0.18 | ||
| Q2 24 | $1.55 | $-0.04 |
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 | $386.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.2B |
| 总资产 | $1.4B | $2.1B |
| 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ACLSPCOR
| Q1 26 | — | $386.0M | ||
| Q4 25 | $374.3M | $768.5M | ||
| Q3 25 | $449.6M | $684.0M | ||
| Q2 25 | $549.8M | $620.9M | ||
| Q1 25 | $587.1M | $566.7M | ||
| Q4 24 | $571.3M | $775.4M | ||
| Q3 24 | $579.4M | $756.9M | ||
| Q2 24 | $548.3M | $735.4M |
股东权益ACLSPCOR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $975.6M | $1.3B | ||
| Q2 24 | $934.9M | $1.3B |
总资产ACLSPCOR
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.3B | $2.0B |
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 | $76.8M |
| 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ACLSPCOR
| Q1 26 | — | $76.8M | ||
| Q4 25 | $-6.6M | $114.9M | ||
| Q3 25 | $45.4M | $88.5M | ||
| Q2 25 | $39.7M | $30.8M | ||
| Q1 25 | $39.8M | $66.0M | ||
| Q4 24 | $12.8M | $29.1M | ||
| Q3 24 | $45.7M | $39.3M | ||
| Q2 24 | $40.1M | $58.7M |
自由现金流ACLSPCOR
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $109.2M | ||
| Q3 25 | $43.3M | $83.1M | ||
| Q2 25 | $37.7M | $27.9M | ||
| Q1 25 | $34.8M | $62.0M | ||
| Q4 24 | $8.1M | $17.4M | ||
| Q3 24 | $41.8M | $35.7M | ||
| Q2 24 | $38.1M | $56.8M |
自由现金流率ACLSPCOR
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 31.3% | ||
| Q3 25 | 20.3% | 24.5% | ||
| Q2 25 | 19.4% | 8.6% | ||
| Q1 25 | 18.1% | 20.0% | ||
| Q4 24 | 3.2% | 5.8% | ||
| Q3 24 | 16.3% | 12.1% | ||
| Q2 24 | 14.8% | 20.0% |
资本支出强度ACLSPCOR
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 1.6% | ||
| Q3 25 | 0.9% | 1.6% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 2.6% | 1.3% | ||
| Q4 24 | 1.8% | 3.9% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 0.8% | 0.7% |
现金转化率ACLSPCOR
| Q1 26 | — | — | ||
| 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× | — |
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% |
PCOR
暂无分部数据
