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AXCELIS TECHNOLOGIES INC（ACLS）与Porch Group, Inc.（PRCH）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Porch Group, Inc.的2.0倍（$238.3M vs $121.1M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -3.9%，领先18.3%），Porch Group, Inc.同比增速更快（100.0% vs -5.6%），过去两年Porch Group, Inc.的营收复合增速更高（26.4% 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。
Porch Group是一家面向屋主的家居改造服务平台，致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务，还涵盖专业建议文章与装修成本指南，帮助屋主便捷规划各类家装工程。
ACLS vs PRCH — 直观对比
营收规模更大
ACLS
是对方的2.0倍
$121.1M
营收增速更快
PRCH
高出105.6%
-5.6%
净利率更高
ACLS
高出18.3%
-3.9%
两年增速更快
PRCH
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $121.1M |
| 净利润 | $34.3M | $-4.7M |
| 毛利率 | 47.0% | 52.7% |
| 营业利润率 | 15.2% | 34.7% |
| 净利率 | 14.4% | -3.9% |
| 营收同比 | -5.6% | 100.0% |
| 净利润同比 | -31.3% | 2.0% |
| 每股收益（稀释后） | $1.11 | $-0.04 |
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ACLSPRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $238.3M | $112.3M | ||
| Q3 25 | $213.6M | $115.1M | ||
| Q2 25 | $194.5M | $107.0M | ||
| Q1 25 | $192.6M | $84.5M | ||
| Q4 24 | $252.4M | $75.3M | ||
| Q3 24 | $256.6M | $77.7M | ||
| Q2 24 | $256.5M | $75.9M |
净利润ACLSPRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $34.3M | $-3.5M | ||
| Q3 25 | $26.0M | $-10.9M | ||
| Q2 25 | $31.4M | $2.6M | ||
| Q1 25 | $28.6M | $8.4M | ||
| Q4 24 | $50.0M | $30.5M | ||
| Q3 24 | $48.6M | $14.4M | ||
| Q2 24 | $50.9M | $-64.3M |
毛利率ACLSPRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | 47.0% | 99.5% | ||
| Q3 25 | 41.6% | 75.6% | ||
| Q2 25 | 44.9% | 70.9% | ||
| Q1 25 | 46.1% | 77.4% | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | 79.4% | ||
| Q2 24 | 43.8% | 22.1% |
营业利润率ACLSPRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | 15.2% | 14.7% | ||
| Q3 25 | 11.7% | 14.2% | ||
| Q2 25 | 14.9% | 4.7% | ||
| Q1 25 | 15.1% | -1.5% | ||
| Q4 24 | 21.6% | 33.3% | ||
| Q3 24 | 18.3% | -3.2% | ||
| Q2 24 | 20.6% | -69.2% |
净利率ACLSPRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | 14.4% | -3.1% | ||
| Q3 25 | 12.2% | -9.4% | ||
| Q2 25 | 16.1% | 2.4% | ||
| Q1 25 | 14.8% | 9.9% | ||
| Q4 24 | 19.8% | 40.5% | ||
| Q3 24 | 18.9% | 18.5% | ||
| Q2 24 | 19.8% | -84.8% |
每股收益（稀释后）ACLSPRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $1.11 | $0.00 | ||
| Q3 25 | $0.83 | $-0.10 | ||
| Q2 25 | $0.98 | $0.00 | ||
| Q1 25 | $0.88 | $0.07 | ||
| Q4 24 | $1.54 | $0.34 | ||
| Q3 24 | $1.49 | $0.12 | ||
| Q2 24 | $1.55 | $-0.65 |
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 | $68.4M |
| 总债务越低越好 | — | $391.3M |
| 股东权益账面价值 | $1.0B | $26.3M |
| 总资产 | $1.4B | $806.6M |
| 负债/权益比越低杠杆越低 | — | 14.87× |
8季度趋势，按日历期对齐
现金及短期投资ACLSPRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $374.3M | $57.3M | ||
| Q3 25 | $449.6M | $85.0M | ||
| Q2 25 | $549.8M | $79.8M | ||
| Q1 25 | $587.1M | $70.4M | ||
| Q4 24 | $571.3M | $191.7M | ||
| Q3 24 | $579.4M | $238.6M | ||
| Q2 24 | $548.3M | $308.4M |
总债务ACLSPRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
股东权益ACLSPRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $1.0B | $-24.6M | ||
| Q3 25 | $1.0B | $-27.9M | ||
| Q2 25 | $1.0B | $-29.3M | ||
| Q1 25 | $1.0B | $-52.4M | ||
| Q4 24 | $1.0B | $-43.2M | ||
| Q3 24 | $975.6M | $-77.0M | ||
| Q2 24 | $934.9M | $-101.9M |
总资产ACLSPRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $1.4B | $797.4M | ||
| Q3 25 | $1.4B | $787.7M | ||
| Q2 25 | $1.3B | $770.7M | ||
| Q1 25 | $1.3B | $802.3M | ||
| Q4 24 | $1.3B | $814.0M | ||
| Q3 24 | $1.3B | $867.3M | ||
| Q2 24 | $1.3B | $876.1M |
负债/权益比ACLSPRCH
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% | — |
| 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ACLSPRCH
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $1.2M | ||
| Q3 25 | $45.4M | $40.8M | ||
| Q2 25 | $39.7M | $35.6M | ||
| Q1 25 | $39.8M | $-11.2M | ||
| Q4 24 | $12.8M | $-26.6M | ||
| Q3 24 | $45.7M | $12.4M | ||
| Q2 24 | $40.1M | $-26.0M |
自由现金流ACLSPRCH
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $1.1M | ||
| Q3 25 | $43.3M | $40.7M | ||
| Q2 25 | $37.7M | $35.4M | ||
| Q1 25 | $34.8M | $-11.2M | ||
| Q4 24 | $8.1M | $-26.8M | ||
| Q3 24 | $41.8M | $12.2M | ||
| Q2 24 | $38.1M | $-26.0M |
自由现金流率ACLSPRCH
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 1.0% | ||
| Q3 25 | 20.3% | 35.4% | ||
| Q2 25 | 19.4% | 33.0% | ||
| Q1 25 | 18.1% | -13.3% | ||
| Q4 24 | 3.2% | -35.6% | ||
| Q3 24 | 16.3% | 15.7% | ||
| Q2 24 | 14.8% | -34.3% |
资本支出强度ACLSPRCH
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 0.9% | 0.1% | ||
| Q2 25 | 1.0% | 0.2% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 1.8% | 0.3% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 0.8% | 0.1% |
现金转化率ACLSPRCH
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 13.79× | ||
| Q1 25 | 1.39× | -1.33× | ||
| Q4 24 | 0.26× | -0.87× | ||
| Q3 24 | 0.94× | 0.86× | ||
| 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% |
PRCH
暂无分部数据
