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AXCELIS TECHNOLOGIES INC（ACLS）与PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.9倍（$238.3M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 14.4%，领先115.4%），PagerDuty, Inc.同比增速更快（4.7% vs -5.6%），PagerDuty, Inc.自由现金流更多（$24.1M vs $-8.9M），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% 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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
ACLS vs PD — 直观对比
营收规模更大
ACLS
是对方的1.9倍
$124.5M
营收增速更快
PD
高出10.3%
-5.6%
净利率更高
PD
高出115.4%
14.4%
自由现金流更多
PD
多$33.0M
$-8.9M
两年增速更快
PD
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $124.5M |
| 净利润 | $34.3M | $161.6M |
| 毛利率 | 47.0% | 85.3% |
| 营业利润率 | 15.2% | 6.5% |
| 净利率 | 14.4% | 129.7% |
| 营收同比 | -5.6% | 4.7% |
| 净利润同比 | -31.3% | 2827.7% |
| 每股收益（稀释后） | $1.11 | $1.69 |
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ACLSPD
| Q4 25 | $238.3M | $124.5M | ||
| Q3 25 | $213.6M | $123.4M | ||
| Q2 25 | $194.5M | $119.8M | ||
| Q1 25 | $192.6M | $121.4M | ||
| Q4 24 | $252.4M | $118.9M | ||
| Q3 24 | $256.6M | $115.9M | ||
| Q2 24 | $256.5M | $111.2M | ||
| Q1 24 | $252.4M | $111.1M |
净利润ACLSPD
| Q4 25 | $34.3M | $161.6M | ||
| Q3 25 | $26.0M | $9.6M | ||
| Q2 25 | $31.4M | $-7.2M | ||
| Q1 25 | $28.6M | $-8.8M | ||
| Q4 24 | $50.0M | $-5.9M | ||
| Q3 24 | $48.6M | $-10.9M | ||
| Q2 24 | $50.9M | $-17.1M | ||
| Q1 24 | $51.6M | $-28.2M |
毛利率ACLSPD
| Q4 25 | 47.0% | 85.3% | ||
| Q3 25 | 41.6% | 84.6% | ||
| Q2 25 | 44.9% | 84.0% | ||
| Q1 25 | 46.1% | 83.6% | ||
| Q4 24 | 46.0% | 83.0% | ||
| Q3 24 | 42.9% | 82.7% | ||
| Q2 24 | 43.8% | 82.6% | ||
| Q1 24 | 46.0% | 81.7% |
营业利润率ACLSPD
| Q4 25 | 15.2% | 6.5% | ||
| Q3 25 | 11.7% | 2.9% | ||
| Q2 25 | 14.9% | -8.6% | ||
| Q1 25 | 15.1% | -9.6% | ||
| Q4 24 | 21.6% | -8.7% | ||
| Q3 24 | 18.3% | -13.8% | ||
| Q2 24 | 20.6% | -19.5% | ||
| Q1 24 | 22.4% | -30.1% |
净利率ACLSPD
| Q4 25 | 14.4% | 129.7% | ||
| Q3 25 | 12.2% | 7.8% | ||
| Q2 25 | 16.1% | -6.0% | ||
| Q1 25 | 14.8% | -7.2% | ||
| Q4 24 | 19.8% | -5.0% | ||
| Q3 24 | 18.9% | -9.4% | ||
| Q2 24 | 19.8% | -15.4% | ||
| Q1 24 | 20.4% | -25.3% |
每股收益（稀释后）ACLSPD
| Q4 25 | $1.11 | $1.69 | ||
| Q3 25 | $0.83 | $0.10 | ||
| Q2 25 | $0.98 | $-0.07 | ||
| Q1 25 | $0.88 | $-0.12 | ||
| Q4 24 | $1.54 | $-0.07 | ||
| Q3 24 | $1.49 | $-0.14 | ||
| Q2 24 | $1.55 | $-0.26 | ||
| Q1 24 | $1.57 | $-0.34 |
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 | $547.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $320.5M |
| 总资产 | $1.4B | $1.0B |
| 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ACLSPD
| Q4 25 | $374.3M | $547.8M | ||
| Q3 25 | $449.6M | $567.9M | ||
| Q2 25 | $549.8M | $597.1M | ||
| Q1 25 | $587.1M | $570.8M | ||
| Q4 24 | $571.3M | $542.2M | ||
| Q3 24 | $579.4M | $599.3M | ||
| Q2 24 | $548.3M | $592.8M | ||
| Q1 24 | $530.2M | $571.2M |
总债务ACLSPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
股东权益ACLSPD
| Q4 25 | $1.0B | $320.5M | ||
| Q3 25 | $1.0B | $180.7M | ||
| Q2 25 | $1.0B | $145.7M | ||
| Q1 25 | $1.0B | $129.8M | ||
| Q4 24 | $1.0B | $111.6M | ||
| Q3 24 | $975.6M | $164.7M | ||
| Q2 24 | $934.9M | $174.0M | ||
| Q1 24 | $901.7M | $171.6M |
总资产ACLSPD
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $891.5M | ||
| Q2 25 | $1.3B | $926.8M | ||
| Q1 25 | $1.3B | $927.3M | ||
| Q4 24 | $1.3B | $866.8M | ||
| Q3 24 | $1.3B | $916.0M | ||
| Q2 24 | $1.3B | $924.0M | ||
| Q1 24 | $1.3B | $925.3M |
负债/权益比ACLSPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.85× |
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 | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $24.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 19.3% |
| 资本支出强度资本支出/营收 | 1.0% | 0.6% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.15× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $117.6M |
8季度趋势，按日历期对齐
经营现金流ACLSPD
| Q4 25 | $-6.6M | $24.8M | ||
| Q3 25 | $45.4M | $34.0M | ||
| Q2 25 | $39.7M | $30.7M | ||
| Q1 25 | $39.8M | $31.4M | ||
| Q4 24 | $12.8M | $22.1M | ||
| Q3 24 | $45.7M | $35.8M | ||
| Q2 24 | $40.1M | $28.6M | ||
| Q1 24 | $42.2M | $22.2M |
自由现金流ACLSPD
| Q4 25 | $-8.9M | $24.1M | ||
| Q3 25 | $43.3M | $33.1M | ||
| Q2 25 | $37.7M | $30.2M | ||
| Q1 25 | $34.8M | $30.3M | ||
| Q4 24 | $8.1M | $21.5M | ||
| Q3 24 | $41.8M | $35.1M | ||
| Q2 24 | $38.1M | $28.2M | ||
| Q1 24 | $40.6M | $21.2M |
自由现金流率ACLSPD
| Q4 25 | -3.7% | 19.3% | ||
| Q3 25 | 20.3% | 26.8% | ||
| Q2 25 | 19.4% | 25.2% | ||
| Q1 25 | 18.1% | 24.9% | ||
| Q4 24 | 3.2% | 18.1% | ||
| Q3 24 | 16.3% | 30.3% | ||
| Q2 24 | 14.8% | 25.4% | ||
| Q1 24 | 16.1% | 19.1% |
资本支出强度ACLSPD
| Q4 25 | 1.0% | 0.6% | ||
| Q3 25 | 0.9% | 0.7% | ||
| Q2 25 | 1.0% | 0.4% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 0.8% | 0.4% | ||
| Q1 24 | 0.6% | 0.9% |
现金转化率ACLSPD
| Q4 25 | -0.19× | 0.15× | ||
| Q3 25 | 1.75× | 3.55× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
