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AXCELIS TECHNOLOGIES INC（ACLS）与Palomar Holdings, Inc.（PLMR）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$253.4M vs $238.3M），Palomar Holdings, Inc.同比增速更快（62.7% vs -5.6%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $-8.9M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% 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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
ACLS vs PLMR — 直观对比
营收规模更大
PLMR
是对方的1.1倍
$238.3M
营收增速更快
PLMR
高出68.2%
-5.6%
自由现金流更多
PLMR
多$417.9M
$-8.9M
两年增速更快
PLMR
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $253.4M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 28.7% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 62.7% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $2.05 |
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ACLSPLMR
| Q4 25 | $238.3M | $253.4M | ||
| Q3 25 | $213.6M | $244.7M | ||
| Q2 25 | $194.5M | $203.3M | ||
| Q1 25 | $192.6M | $174.6M | ||
| Q4 24 | $252.4M | $155.8M | ||
| Q3 24 | $256.6M | $148.5M | ||
| Q2 24 | $256.5M | $131.1M | ||
| Q1 24 | $252.4M | $118.5M |
净利润ACLSPLMR
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $51.5M | ||
| Q2 25 | $31.4M | $46.5M | ||
| Q1 25 | $28.6M | $42.9M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $30.5M | ||
| Q2 24 | $50.9M | $25.7M | ||
| Q1 24 | $51.6M | $26.4M |
毛利率ACLSPLMR
| 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% | — | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSPLMR
| Q4 25 | 15.2% | 28.7% | ||
| Q3 25 | 11.7% | 27.4% | ||
| Q2 25 | 14.9% | 29.5% | ||
| Q1 25 | 15.1% | 30.8% | ||
| Q4 24 | 21.6% | 28.9% | ||
| Q3 24 | 18.3% | 25.9% | ||
| Q2 24 | 20.6% | 25.5% | ||
| Q1 24 | 22.4% | 29.0% |
净利率ACLSPLMR
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 21.0% | ||
| Q2 25 | 16.1% | 22.9% | ||
| Q1 25 | 14.8% | 24.6% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 20.5% | ||
| Q2 24 | 19.8% | 19.6% | ||
| Q1 24 | 20.4% | 22.3% |
每股收益（稀释后）ACLSPLMR
| Q4 25 | $1.11 | $2.05 | ||
| Q3 25 | $0.83 | $1.87 | ||
| Q2 25 | $0.98 | $1.68 | ||
| Q1 25 | $0.88 | $1.57 | ||
| Q4 24 | $1.54 | $1.29 | ||
| Q3 24 | $1.49 | $1.15 | ||
| Q2 24 | $1.55 | $1.00 | ||
| Q1 24 | $1.57 | $1.04 |
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 | $106.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $942.7M |
| 总资产 | $1.4B | $3.1B |
| 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ACLSPLMR
| Q4 25 | $374.3M | $106.9M | ||
| Q3 25 | $449.6M | $111.7M | ||
| Q2 25 | $549.8M | $81.3M | ||
| Q1 25 | $587.1M | $119.3M | ||
| Q4 24 | $571.3M | $80.4M | ||
| Q3 24 | $579.4M | $86.5M | ||
| Q2 24 | $548.3M | $47.8M | ||
| Q1 24 | $530.2M | $61.4M |
股东权益ACLSPLMR
| Q4 25 | $1.0B | $942.7M | ||
| Q3 25 | $1.0B | $878.1M | ||
| Q2 25 | $1.0B | $847.2M | ||
| Q1 25 | $1.0B | $790.4M | ||
| Q4 24 | $1.0B | $729.0M | ||
| Q3 24 | $975.6M | $703.3M | ||
| Q2 24 | $934.9M | $532.6M | ||
| Q1 24 | $901.7M | $501.7M |
总资产ACLSPLMR
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $1.3B | $2.8B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $2.3B | ||
| Q2 24 | $1.3B | $2.0B | ||
| Q1 24 | $1.3B | $1.9B |
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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $409.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 161.4% |
| 资本支出强度资本支出/营收 | 1.0% | 0.1% |
| 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 | $700.6M |
8季度趋势，按日历期对齐
经营现金流ACLSPLMR
| Q4 25 | $-6.6M | $409.1M | ||
| Q3 25 | $45.4M | $83.6M | ||
| Q2 25 | $39.7M | $120.9M | ||
| Q1 25 | $39.8M | $87.2M | ||
| Q4 24 | $12.8M | $261.2M | ||
| Q3 24 | $45.7M | $100.3M | ||
| Q2 24 | $40.1M | $55.1M | ||
| Q1 24 | $42.2M | $33.1M |
自由现金流ACLSPLMR
| Q4 25 | $-8.9M | $409.0M | ||
| Q3 25 | $43.3M | $83.6M | ||
| Q2 25 | $37.7M | $120.8M | ||
| Q1 25 | $34.8M | $87.1M | ||
| Q4 24 | $8.1M | $260.9M | ||
| Q3 24 | $41.8M | $100.1M | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSPLMR
| Q4 25 | -3.7% | 161.4% | ||
| Q3 25 | 20.3% | 34.2% | ||
| Q2 25 | 19.4% | 59.4% | ||
| Q1 25 | 18.1% | 49.9% | ||
| Q4 24 | 3.2% | 167.5% | ||
| Q3 24 | 16.3% | 67.4% | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSPLMR
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 0.9% | 0.0% | ||
| Q2 25 | 1.0% | 0.0% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 1.8% | 0.2% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 0.6% | 0.0% |
现金转化率ACLSPLMR
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 1.63× | ||
| Q2 25 | 1.27× | 2.60× | ||
| Q1 25 | 1.39× | 2.03× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 3.29× | ||
| Q2 24 | 0.79× | 2.14× | ||
| Q1 24 | 0.82× | 1.26× |
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% |
PLMR
暂无分部数据
