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AXCELIS TECHNOLOGIES INC(ACLS)与PERDOCEO EDUCATION Corp(PRDO)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PERDOCEO EDUCATION Corp的1.1倍($238.3M vs $211.6M),PERDOCEO EDUCATION Corp同比增速更快(20.0% vs -5.6%),PERDOCEO EDUCATION Corp自由现金流更多($37.9M vs $-8.9M),过去两年PERDOCEO EDUCATION Corp的营收复合增速更高(12.2% 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。
Perdoceo Education是美国上市营利性教育集团,前身为职业教育公司(Career Education Corporation),旗下运营五所美国营利性大学,包括美国洲际大学、科罗拉多理工大学、南加利福尼亚大学、三叉戟国际大学及圣奥古斯丁健康科学大学,业务覆盖高等教育、职业教育及健康科学相关教育领域。
ACLS vs PRDO — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$211.6M
营收增速更快
PRDO
高出25.5%
-5.6%
自由现金流更多
PRDO
多$46.8M
$-8.9M
两年增速更快
PRDO
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $238.3M | $211.6M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 19.8% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 20.0% |
| 净利润同比 | -31.3% | — |
| 每股收益(稀释后) | $1.11 | $0.55 |
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
PRDO
| Q4 25 | $238.3M | $211.6M | ||
| Q3 25 | $213.6M | $211.9M | ||
| Q2 25 | $194.5M | $209.6M | ||
| Q1 25 | $192.6M | $213.0M | ||
| Q4 24 | $252.4M | $176.4M | ||
| Q3 24 | $256.6M | $169.8M | ||
| Q2 24 | $256.5M | $166.7M | ||
| Q1 24 | $252.4M | $168.3M |
净利润
ACLS
PRDO
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $39.9M | ||
| Q2 25 | $31.4M | $41.0M | ||
| Q1 25 | $28.6M | $43.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $38.3M | ||
| Q2 24 | $50.9M | $38.4M | ||
| Q1 24 | $51.6M | $39.4M |
毛利率
ACLS
PRDO
| 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
ACLS
PRDO
| Q4 25 | 15.2% | 19.8% | ||
| Q3 25 | 11.7% | 24.1% | ||
| Q2 25 | 14.9% | 24.5% | ||
| Q1 25 | 15.1% | 24.3% | ||
| Q4 24 | 21.6% | 21.1% | ||
| Q3 24 | 18.3% | 26.4% | ||
| Q2 24 | 20.6% | 27.6% | ||
| Q1 24 | 22.4% | 27.5% |
净利率
ACLS
PRDO
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 18.8% | ||
| Q2 25 | 16.1% | 19.6% | ||
| Q1 25 | 14.8% | 20.5% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 22.5% | ||
| Q2 24 | 19.8% | 23.0% | ||
| Q1 24 | 20.4% | 23.4% |
每股收益(稀释后)
ACLS
PRDO
| Q4 25 | $1.11 | $0.55 | ||
| Q3 25 | $0.83 | $0.60 | ||
| Q2 25 | $0.98 | $0.62 | ||
| Q1 25 | $0.88 | $0.65 | ||
| Q4 24 | $1.54 | $0.46 | ||
| Q3 24 | $1.49 | $0.57 | ||
| Q2 24 | $1.55 | $0.57 | ||
| Q1 24 | $1.57 | $0.59 |
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 | $111.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $972.4M |
| 总资产 | $1.4B | $1.2B |
| 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
PRDO
| Q4 25 | $374.3M | $111.0M | ||
| Q3 25 | $449.6M | $159.5M | ||
| Q2 25 | $549.8M | $172.1M | ||
| Q1 25 | $587.1M | $132.1M | ||
| Q4 24 | $571.3M | $109.1M | ||
| Q3 24 | $579.4M | $238.0M | ||
| Q2 24 | $548.3M | $127.9M | ||
| Q1 24 | $530.2M | $125.8M |
股东权益
ACLS
PRDO
| Q4 25 | $1.0B | $972.4M | ||
| Q3 25 | $1.0B | $997.9M | ||
| Q2 25 | $1.0B | $984.6M | ||
| Q1 25 | $1.0B | $970.3M | ||
| Q4 24 | $1.0B | $959.5M | ||
| Q3 24 | $975.6M | $935.4M | ||
| Q2 24 | $934.9M | $899.5M | ||
| Q1 24 | $901.7M | $866.1M |
总资产
ACLS
PRDO
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.3B | $1.1B |
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 | $40.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $37.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 17.9% |
| 资本支出强度资本支出/营收 | 1.0% | 1.1% |
| 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 | $216.7M |
8季度趋势,按日历期对齐
经营现金流
ACLS
PRDO
| Q4 25 | $-6.6M | $40.1M | ||
| Q3 25 | $45.4M | $41.2M | ||
| Q2 25 | $39.7M | $78.8M | ||
| Q1 25 | $39.8M | $65.1M | ||
| Q4 24 | $12.8M | $17.6M | ||
| Q3 24 | $45.7M | $51.0M | ||
| Q2 24 | $40.1M | $38.5M | ||
| Q1 24 | $42.2M | $54.5M |
自由现金流
ACLS
PRDO
| Q4 25 | $-8.9M | $37.9M | ||
| Q3 25 | $43.3M | $39.4M | ||
| Q2 25 | $37.7M | $76.0M | ||
| Q1 25 | $34.8M | $63.4M | ||
| Q4 24 | $8.1M | $16.0M | ||
| Q3 24 | $41.8M | $50.0M | ||
| Q2 24 | $38.1M | $37.7M | ||
| Q1 24 | $40.6M | $53.3M |
自由现金流率
ACLS
PRDO
| Q4 25 | -3.7% | 17.9% | ||
| Q3 25 | 20.3% | 18.6% | ||
| Q2 25 | 19.4% | 36.3% | ||
| Q1 25 | 18.1% | 29.8% | ||
| Q4 24 | 3.2% | 9.1% | ||
| Q3 24 | 16.3% | 29.4% | ||
| Q2 24 | 14.8% | 22.6% | ||
| Q1 24 | 16.1% | 31.7% |
资本支出强度
ACLS
PRDO
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 0.9% | 0.9% | ||
| Q2 25 | 1.0% | 1.3% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 1.8% | 0.9% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 0.8% | 0.5% | ||
| Q1 24 | 0.6% | 0.7% |
现金转化率
ACLS
PRDO
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 1.03× | ||
| Q2 25 | 1.27× | 1.92× | ||
| Q1 25 | 1.39× | 1.49× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 1.33× | ||
| Q2 24 | 0.79× | 1.00× | ||
| Q1 24 | 0.82× | 1.38× |
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% |
PRDO
| CTU | $107.0M | 51% |
| AIUS | $60.8M | 29% |
| University Of St Augustine For Health Sciences Llc | $43.7M | 21% |
| Other | $1.1M | 1% |