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AXCELIS TECHNOLOGIES INC（ACLS）与POWELL INDUSTRIES INC（POWL）财务数据对比。点击上方公司名可切换其他公司
POWELL INDUSTRIES INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$251.2M vs $238.3M），POWELL INDUSTRIES INC净利率更高（16.5% vs 14.4%，领先2.1%），POWELL INDUSTRIES INC同比增速更快（4.0% vs -5.6%），POWELL INDUSTRIES INC自由现金流更多（$41.6M vs $-8.9M），过去两年POWELL INDUSTRIES INC的营收复合增速更高（-0.8% 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。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
ACLS vs POWL — 直观对比
营收规模更大
POWL
是对方的1.1倍
$238.3M
营收增速更快
POWL
高出9.6%
-5.6%
净利率更高
POWL
高出2.1%
14.4%
自由现金流更多
POWL
多$50.5M
$-8.9M
两年增速更快
POWL
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $251.2M |
| 净利润 | $34.3M | $41.4M |
| 毛利率 | 47.0% | 28.4% |
| 营业利润率 | 15.2% | 17.0% |
| 净利率 | 14.4% | 16.5% |
| 营收同比 | -5.6% | 4.0% |
| 净利润同比 | -31.3% | 19.1% |
| 每股收益（稀释后） | $1.11 | $3.40 |
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ACLSPOWL
| Q4 25 | $238.3M | $251.2M | ||
| Q3 25 | $213.6M | $298.0M | ||
| Q2 25 | $194.5M | $286.3M | ||
| Q1 25 | $192.6M | $278.6M | ||
| Q4 24 | $252.4M | $241.4M | ||
| Q3 24 | $256.6M | $275.1M | ||
| Q2 24 | $256.5M | $288.2M | ||
| Q1 24 | $252.4M | $255.1M |
净利润ACLSPOWL
| Q4 25 | $34.3M | $41.4M | ||
| Q3 25 | $26.0M | $51.4M | ||
| Q2 25 | $31.4M | $48.2M | ||
| Q1 25 | $28.6M | $46.3M | ||
| Q4 24 | $50.0M | $34.8M | ||
| Q3 24 | $48.6M | $46.1M | ||
| Q2 24 | $50.9M | $46.2M | ||
| Q1 24 | $51.6M | $33.5M |
毛利率ACLSPOWL
| Q4 25 | 47.0% | 28.4% | ||
| Q3 25 | 41.6% | 31.4% | ||
| Q2 25 | 44.9% | 30.7% | ||
| Q1 25 | 46.1% | 29.9% | ||
| Q4 24 | 46.0% | 24.7% | ||
| Q3 24 | 42.9% | 29.2% | ||
| Q2 24 | 43.8% | 28.4% | ||
| Q1 24 | 46.0% | 24.6% |
营业利润率ACLSPOWL
| Q4 25 | 15.2% | 17.0% | ||
| Q3 25 | 11.7% | 21.2% | ||
| Q2 25 | 14.9% | 21.0% | ||
| Q1 25 | 15.1% | 21.1% | ||
| Q4 24 | 21.6% | 14.7% | ||
| Q3 24 | 18.3% | 20.4% | ||
| Q2 24 | 20.6% | 19.9% | ||
| Q1 24 | 22.4% | 15.5% |
净利率ACLSPOWL
| Q4 25 | 14.4% | 16.5% | ||
| Q3 25 | 12.2% | 17.3% | ||
| Q2 25 | 16.1% | 16.8% | ||
| Q1 25 | 14.8% | 16.6% | ||
| Q4 24 | 19.8% | 14.4% | ||
| Q3 24 | 18.9% | 16.7% | ||
| Q2 24 | 19.8% | 16.0% | ||
| Q1 24 | 20.4% | 13.1% |
每股收益（稀释后）ACLSPOWL
| Q4 25 | $1.11 | $3.40 | ||
| Q3 25 | $0.83 | $4.23 | ||
| Q2 25 | $0.98 | $3.96 | ||
| Q1 25 | $0.88 | $3.81 | ||
| Q4 24 | $1.54 | $2.86 | ||
| Q3 24 | $1.49 | $3.77 | ||
| Q2 24 | $1.55 | $3.79 | ||
| Q1 24 | $1.57 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $668.9M |
| 总资产 | $1.4B | $1.1B |
| 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ACLSPOWL
| Q4 25 | $374.3M | $500.8M | ||
| Q3 25 | $449.6M | $475.5M | ||
| Q2 25 | $549.8M | $433.0M | ||
| Q1 25 | $587.1M | $389.3M | ||
| Q4 24 | $571.3M | $373.4M | ||
| Q3 24 | $579.4M | $358.4M | ||
| Q2 24 | $548.3M | $374.0M | ||
| Q1 24 | $530.2M | $365.3M |
股东权益ACLSPOWL
| Q4 25 | $1.0B | $668.9M | ||
| Q3 25 | $1.0B | $640.8M | ||
| Q2 25 | $1.0B | $594.9M | ||
| Q1 25 | $1.0B | $541.4M | ||
| Q4 24 | $1.0B | $496.3M | ||
| Q3 24 | $975.6M | $483.1M | ||
| Q2 24 | $934.9M | $436.7M | ||
| Q1 24 | $901.7M | $393.8M |
总资产ACLSPOWL
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $965.4M | ||
| Q4 24 | $1.3B | $912.7M | ||
| Q3 24 | $1.3B | $928.2M | ||
| Q2 24 | $1.3B | $869.0M | ||
| Q1 24 | $1.3B | $849.6M |
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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $41.6M |
| 自由现金流率自由现金流/营收 | -3.7% | 16.6% |
| 资本支出强度资本支出/营收 | 1.0% | 0.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $161.5M |
8季度趋势，按日历期对齐
经营现金流ACLSPOWL
| Q4 25 | $-6.6M | $43.6M | ||
| Q3 25 | $45.4M | $61.1M | ||
| Q2 25 | $39.7M | $47.4M | ||
| Q1 25 | $39.8M | $22.4M | ||
| Q4 24 | $12.8M | $37.1M | ||
| Q3 24 | $45.7M | $-6.0M | ||
| Q2 24 | $40.1M | $13.8M | ||
| Q1 24 | $42.2M | $17.0M |
自由现金流ACLSPOWL
| Q4 25 | $-8.9M | $41.6M | ||
| Q3 25 | $43.3M | $59.3M | ||
| Q2 25 | $37.7M | $42.3M | ||
| Q1 25 | $34.8M | $18.3M | ||
| Q4 24 | $8.1M | $34.9M | ||
| Q3 24 | $41.8M | $-14.4M | ||
| Q2 24 | $38.1M | $12.4M | ||
| Q1 24 | $40.6M | $16.1M |
自由现金流率ACLSPOWL
| Q4 25 | -3.7% | 16.6% | ||
| Q3 25 | 20.3% | 19.9% | ||
| Q2 25 | 19.4% | 14.8% | ||
| Q1 25 | 18.1% | 6.6% | ||
| Q4 24 | 3.2% | 14.4% | ||
| Q3 24 | 16.3% | -5.3% | ||
| Q2 24 | 14.8% | 4.3% | ||
| Q1 24 | 16.1% | 6.3% |
资本支出强度ACLSPOWL
| Q4 25 | 1.0% | 0.8% | ||
| Q3 25 | 0.9% | 0.6% | ||
| Q2 25 | 1.0% | 1.8% | ||
| Q1 25 | 2.6% | 1.5% | ||
| Q4 24 | 1.8% | 0.9% | ||
| Q3 24 | 1.5% | 3.1% | ||
| Q2 24 | 0.8% | 0.5% | ||
| Q1 24 | 0.6% | 0.4% |
现金转化率ACLSPOWL
| Q4 25 | -0.19× | 1.05× | ||
| Q3 25 | 1.75× | 1.19× | ||
| Q2 25 | 1.27× | 0.98× | ||
| Q1 25 | 1.39× | 0.48× | ||
| Q4 24 | 0.26× | 1.07× | ||
| Q3 24 | 0.94× | -0.13× | ||
| Q2 24 | 0.79× | 0.30× | ||
| Q1 24 | 0.82× | 0.51× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
