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AXCELIS TECHNOLOGIES INC(ACLS)与Piedmont Realty Trust, Inc.(PDM)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Piedmont Realty Trust, Inc.的1.7倍($238.3M vs $143.3M),AXCELIS TECHNOLOGIES INC净利率更高(14.4% vs -31.4%,领先45.8%),Piedmont Realty Trust, Inc.同比增速更快(0.4% vs -5.6%),过去两年Piedmont Realty Trust, Inc.的营收复合增速更高(0.0% 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。
Piedmont Realty Trust是一家公开上市的房地产投资信托(REIT),主要持有、运营和投资美国高增长大都会区的优质写字楼资产,服务科技、专业服务、医疗等多个行业的企业租户,通过战略资产管理和投资组合优化为利益相关方提供稳定长期回报。
ACLS vs PDM — 直观对比
营收规模更大
ACLS
是对方的1.7倍
$143.3M
营收增速更快
PDM
高出6.0%
-5.6%
净利率更高
ACLS
高出45.8%
-31.4%
两年增速更快
PDM
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $238.3M | $143.3M |
| 净利润 | $34.3M | $-45.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | -31.4% |
| 营收同比 | -5.6% | 0.4% |
| 净利润同比 | -31.3% | -27.9% |
| 每股收益(稀释后) | $1.11 | $-0.10 |
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
ACLS
PDM
| Q1 26 | — | $143.3M | ||
| Q4 25 | $238.3M | $142.9M | ||
| Q3 25 | $213.6M | $139.2M | ||
| Q2 25 | $194.5M | $140.3M | ||
| Q1 25 | $192.6M | $142.7M | ||
| Q4 24 | $252.4M | $143.2M | ||
| Q3 24 | $256.6M | $139.3M | ||
| Q2 24 | $256.5M | $143.3M |
净利润
ACLS
PDM
| Q1 26 | — | $-45.0M | ||
| Q4 25 | $34.3M | $-43.2M | ||
| Q3 25 | $26.0M | $-13.5M | ||
| Q2 25 | $31.4M | $-16.8M | ||
| Q1 25 | $28.6M | $-10.1M | ||
| Q4 24 | $50.0M | $-30.0M | ||
| Q3 24 | $48.6M | $-11.5M | ||
| Q2 24 | $50.9M | $-9.8M |
毛利率
ACLS
PDM
| 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
ACLS
PDM
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | — | ||
| Q2 24 | 20.6% | — |
净利率
ACLS
PDM
| Q1 26 | — | -31.4% | ||
| Q4 25 | 14.4% | -30.3% | ||
| Q3 25 | 12.2% | -9.7% | ||
| Q2 25 | 16.1% | -12.0% | ||
| Q1 25 | 14.8% | -7.1% | ||
| Q4 24 | 19.8% | -20.9% | ||
| Q3 24 | 18.9% | -8.3% | ||
| Q2 24 | 19.8% | -6.8% |
每股收益(稀释后)
ACLS
PDM
| Q1 26 | — | $-0.10 | ||
| Q4 25 | $1.11 | $-0.34 | ||
| Q3 25 | $0.83 | $-0.11 | ||
| Q2 25 | $0.98 | $-0.14 | ||
| Q1 25 | $0.88 | $-0.08 | ||
| Q4 24 | $1.54 | $-0.25 | ||
| Q3 24 | $1.49 | $-0.09 | ||
| Q2 24 | $1.55 | $-0.08 |
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 | $2.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.5B |
| 总资产 | $1.4B | $4.0B |
| 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
ACLS
PDM
| Q1 26 | — | $2.3M | ||
| Q4 25 | $374.3M | $731.0K | ||
| Q3 25 | $449.6M | $3.0M | ||
| Q2 25 | $549.8M | $3.3M | ||
| Q1 25 | $587.1M | $2.9M | ||
| Q4 24 | $571.3M | $109.6M | ||
| Q3 24 | $579.4M | $133.6M | ||
| Q2 24 | $548.3M | $138.5M |
总债务
ACLS
PDM
| Q1 26 | — | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B |
股东权益
ACLS
PDM
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $975.6M | $1.6B | ||
| Q2 24 | $934.9M | $1.7B |
总资产
ACLS
PDM
| Q1 26 | — | $4.0B | ||
| Q4 25 | $1.4B | $4.0B | ||
| Q3 25 | $1.4B | $4.0B | ||
| Q2 25 | $1.3B | $4.0B | ||
| Q1 25 | $1.3B | $4.0B | ||
| Q4 24 | $1.3B | $4.1B | ||
| Q3 24 | $1.3B | $4.1B | ||
| Q2 24 | $1.3B | $4.2B |
负债/权益比
ACLS
PDM
| Q1 26 | — | — | ||
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 1.36× | ||
| Q2 24 | — | 1.34× |
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% | 110.3% |
| 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
ACLS
PDM
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $140.6M | ||
| Q3 25 | $45.4M | $35.8M | ||
| Q2 25 | $39.7M | $50.1M | ||
| Q1 25 | $39.8M | $3.7M | ||
| Q4 24 | $12.8M | $198.1M | ||
| Q3 24 | $45.7M | $42.9M | ||
| Q2 24 | $40.1M | $66.8M |
自由现金流
ACLS
PDM
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — |
自由现金流率
ACLS
PDM
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度
ACLS
PDM
| Q1 26 | — | 110.3% | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — |
现金转化率
ACLS
PDM
| 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% |
PDM
暂无分部数据