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AXCELIS TECHNOLOGIES INC（ACLS）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是福尼克斯的1.1倍（$238.3M vs $210.4M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 10.9%，领先3.5%），福尼克斯同比增速更快（-5.5% vs -5.6%），福尼克斯自由现金流更多（$25.2M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
ACLS vs PLAB — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$210.4M
营收增速更快
PLAB
高出0.1%
-5.6%
净利率更高
ACLS
高出3.5%
10.9%
自由现金流更多
PLAB
多$34.1M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $210.4M |
| 净利润 | $34.3M | $22.9M |
| 毛利率 | 47.0% | 33.7% |
| 营业利润率 | 15.2% | 22.9% |
| 净利率 | 14.4% | 10.9% |
| 营收同比 | -5.6% | -5.5% |
| 净利润同比 | -31.3% | -32.4% |
| 每股收益（稀释后） | $1.11 | $0.39 |
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ACLSPLAB
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | $210.4M | ||
| Q2 25 | $194.5M | $211.0M | ||
| Q1 25 | $192.6M | $212.1M | ||
| Q4 24 | $252.4M | $222.6M | ||
| Q3 24 | $256.6M | $211.0M | ||
| Q2 24 | $256.5M | $217.0M | ||
| Q1 24 | $252.4M | $216.3M |
净利润ACLSPLAB
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $22.9M | ||
| Q2 25 | $31.4M | $8.9M | ||
| Q1 25 | $28.6M | $42.9M | ||
| Q4 24 | $50.0M | $33.9M | ||
| Q3 24 | $48.6M | $34.4M | ||
| Q2 24 | $50.9M | $36.3M | ||
| Q1 24 | $51.6M | $26.2M |
毛利率ACLSPLAB
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | 33.7% | ||
| Q2 25 | 44.9% | 36.9% | ||
| Q1 25 | 46.1% | 35.6% | ||
| Q4 24 | 46.0% | 37.0% | ||
| Q3 24 | 42.9% | 35.6% | ||
| Q2 24 | 43.8% | 36.5% | ||
| Q1 24 | 46.0% | 36.6% |
营业利润率ACLSPLAB
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | 22.9% | ||
| Q2 25 | 14.9% | 26.4% | ||
| Q1 25 | 15.1% | 24.6% | ||
| Q4 24 | 21.6% | 25.1% | ||
| Q3 24 | 18.3% | 24.7% | ||
| Q2 24 | 20.6% | 25.8% | ||
| Q1 24 | 22.4% | 26.6% |
净利率ACLSPLAB
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 10.9% | ||
| Q2 25 | 16.1% | 4.2% | ||
| Q1 25 | 14.8% | 20.2% | ||
| Q4 24 | 19.8% | 15.2% | ||
| Q3 24 | 18.9% | 16.3% | ||
| Q2 24 | 19.8% | 16.7% | ||
| Q1 24 | 20.4% | 12.1% |
每股收益（稀释后）ACLSPLAB
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $0.39 | ||
| Q2 25 | $0.98 | $0.15 | ||
| Q1 25 | $0.88 | $0.68 | ||
| Q4 24 | $1.54 | $0.54 | ||
| Q3 24 | $1.49 | $0.55 | ||
| Q2 24 | $1.55 | $0.58 | ||
| Q1 24 | $1.57 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $1.0B | $1.1B |
| 总资产 | $1.4B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ACLSPLAB
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | $575.8M | ||
| Q2 25 | $549.8M | $558.4M | ||
| Q1 25 | $587.1M | $642.2M | ||
| Q4 24 | $571.3M | $640.7M | ||
| Q3 24 | $579.4M | $606.4M | ||
| Q2 24 | $548.3M | $559.9M | ||
| Q1 24 | $530.2M | $521.5M |
总债务ACLSPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $2.7M |
股东权益ACLSPLAB
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $1.1B | ||
| Q2 24 | $934.9M | $1.0B | ||
| Q1 24 | $901.7M | $1.0B |
总资产ACLSPLAB
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | $1.3B | $1.6B |
负债/权益比ACLSPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $25.2M |
| 自由现金流率自由现金流/营收 | -3.7% | 12.0% |
| 资本支出强度资本支出/营收 | 1.0% | 11.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $64.5M |
8季度趋势，按日历期对齐
经营现金流ACLSPLAB
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | $50.1M | ||
| Q2 25 | $39.7M | $31.5M | ||
| Q1 25 | $39.8M | $78.5M | ||
| Q4 24 | $12.8M | $68.4M | ||
| Q3 24 | $45.7M | $75.1M | ||
| Q2 24 | $40.1M | $76.5M | ||
| Q1 24 | $42.2M | $41.5M |
自由现金流ACLSPLAB
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $25.2M | ||
| Q2 25 | $37.7M | $-29.1M | ||
| Q1 25 | $34.8M | $43.3M | ||
| Q4 24 | $8.1M | $25.2M | ||
| Q3 24 | $41.8M | $50.7M | ||
| Q2 24 | $38.1M | $56.5M | ||
| Q1 24 | $40.6M | $-1.8M |
自由现金流率ACLSPLAB
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | 12.0% | ||
| Q2 25 | 19.4% | -13.8% | ||
| Q1 25 | 18.1% | 20.4% | ||
| Q4 24 | 3.2% | 11.3% | ||
| Q3 24 | 16.3% | 24.0% | ||
| Q2 24 | 14.8% | 26.0% | ||
| Q1 24 | 16.1% | -0.8% |
资本支出强度ACLSPLAB
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 11.8% | ||
| Q2 25 | 1.0% | 28.7% | ||
| Q1 25 | 2.6% | 16.6% | ||
| Q4 24 | 1.8% | 19.4% | ||
| Q3 24 | 1.5% | 11.6% | ||
| Q2 24 | 0.8% | 9.2% | ||
| Q1 24 | 0.6% | 20.0% |
现金转化率ACLSPLAB
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 2.19× | ||
| Q2 25 | 1.27× | 3.55× | ||
| Q1 25 | 1.39× | 1.83× | ||
| Q4 24 | 0.26× | 2.02× | ||
| Q3 24 | 0.94× | 2.18× | ||
| Q2 24 | 0.79× | 2.11× | ||
| Q1 24 | 0.82× | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
