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AXCELIS TECHNOLOGIES INC（ACLS）与Perella Weinberg Partners（PWP）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Perella Weinberg Partners的1.1倍（$238.3M vs $219.2M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 6.3%，领先8.1%），Perella Weinberg Partners同比增速更快（-2.9% vs -5.6%），Perella Weinberg Partners自由现金流更多（$30.5M vs $-8.9M），过去两年Perella Weinberg Partners的营收复合增速更高（46.5% 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。
佩雷拉温伯格合伙公司是一家聚焦咨询业务的全球投资银行，核心为客户提供战略与财务领域的专业咨询服务，凭借深厚的行业经验和全球化资源网络，为各类企业的重要商业决策提供专业支持。
ACLS vs PWP — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$219.2M
营收增速更快
PWP
高出2.7%
-5.6%
净利率更高
ACLS
高出8.1%
6.3%
自由现金流更多
PWP
多$39.4M
$-8.9M
两年增速更快
PWP
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $219.2M |
| 净利润 | $34.3M | $13.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 8.5% |
| 净利率 | 14.4% | 6.3% |
| 营收同比 | -5.6% | -2.9% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.11 |
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ACLSPWP
| Q4 25 | $238.3M | $219.2M | ||
| Q3 25 | $213.6M | $164.6M | ||
| Q2 25 | $194.5M | $155.3M | ||
| Q1 25 | $192.6M | $211.8M | ||
| Q4 24 | $252.4M | $225.7M | ||
| Q3 24 | $256.6M | $278.2M | ||
| Q2 24 | $256.5M | $272.0M | ||
| Q1 24 | $252.4M | $102.1M |
净利润ACLSPWP
| Q4 25 | $34.3M | $13.8M | ||
| Q3 25 | $26.0M | $6.0M | ||
| Q2 25 | $31.4M | $2.7M | ||
| Q1 25 | $28.6M | $17.3M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $16.4M | ||
| Q2 24 | $50.9M | $-66.0M | ||
| Q1 24 | $51.6M | $-35.8M |
毛利率ACLSPWP
| 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ACLSPWP
| Q4 25 | 15.2% | 8.5% | ||
| Q3 25 | 11.7% | 5.4% | ||
| Q2 25 | 14.9% | 5.8% | ||
| Q1 25 | 15.1% | 5.5% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 18.3% | 12.9% | ||
| Q2 24 | 20.6% | -30.2% | ||
| Q1 24 | 22.4% | -52.4% |
净利率ACLSPWP
| Q4 25 | 14.4% | 6.3% | ||
| Q3 25 | 12.2% | 3.6% | ||
| Q2 25 | 16.1% | 1.8% | ||
| Q1 25 | 14.8% | 8.2% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 5.9% | ||
| Q2 24 | 19.8% | -24.3% | ||
| Q1 24 | 20.4% | -35.1% |
每股收益（稀释后）ACLSPWP
| Q4 25 | $1.11 | $0.11 | ||
| Q3 25 | $0.83 | $0.08 | ||
| Q2 25 | $0.98 | $0.04 | ||
| Q1 25 | $0.88 | $0.24 | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | $0.24 | ||
| Q2 24 | $1.55 | $-1.21 | ||
| Q1 24 | $1.57 | $-0.91 |
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 | $255.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $-127.4M |
| 总资产 | $1.4B | $797.6M |
| 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ACLSPWP
| Q4 25 | $374.3M | $255.9M | ||
| Q3 25 | $449.6M | $185.5M | ||
| Q2 25 | $549.8M | $145.0M | ||
| Q1 25 | $587.1M | $111.2M | ||
| Q4 24 | $571.3M | $407.4M | ||
| Q3 24 | $579.4M | $335.1M | ||
| Q2 24 | $548.3M | $185.3M | ||
| Q1 24 | $530.2M | $156.7M |
股东权益ACLSPWP
| Q4 25 | $1.0B | $-127.4M | ||
| Q3 25 | $1.0B | $-302.4M | ||
| Q2 25 | $1.0B | $-318.4M | ||
| Q1 25 | $1.0B | $-323.1M | ||
| Q4 24 | $1.0B | $-421.4M | ||
| Q3 24 | $975.6M | $-360.8M | ||
| Q2 24 | $934.9M | $-283.0M | ||
| Q1 24 | $901.7M | $161.9M |
总资产ACLSPWP
| Q4 25 | $1.4B | $797.6M | ||
| Q3 25 | $1.4B | $650.2M | ||
| Q2 25 | $1.3B | $606.7M | ||
| Q1 25 | $1.3B | $570.5M | ||
| Q4 24 | $1.3B | $876.8M | ||
| Q3 24 | $1.3B | $810.9M | ||
| Q2 24 | $1.3B | $645.5M | ||
| Q1 24 | $1.3B | $583.6M |
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 | $34.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $30.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 13.9% |
| 资本支出强度资本支出/营收 | 1.0% | 2.0% |
| 现金转化率经营现金流/净利润 | -0.19× | 2.52× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $-34.1M |
8季度趋势，按日历期对齐
经营现金流ACLSPWP
| Q4 25 | $-6.6M | $34.8M | ||
| Q3 25 | $45.4M | $59.2M | ||
| Q2 25 | $39.7M | $56.1M | ||
| Q1 25 | $39.8M | $-176.5M | ||
| Q4 24 | $12.8M | $223.4M | ||
| Q3 24 | $45.7M | $200.3M | ||
| Q2 24 | $40.1M | $90.0M | ||
| Q1 24 | $42.2M | $-206.3M |
自由现金流ACLSPWP
| Q4 25 | $-8.9M | $30.5M | ||
| Q3 25 | $43.3M | $57.6M | ||
| Q2 25 | $37.7M | $55.3M | ||
| Q1 25 | $34.8M | $-177.6M | ||
| Q4 24 | $8.1M | $207.0M | ||
| Q3 24 | $41.8M | $199.3M | ||
| Q2 24 | $38.1M | $83.7M | ||
| Q1 24 | $40.6M | $-214.8M |
自由现金流率ACLSPWP
| Q4 25 | -3.7% | 13.9% | ||
| Q3 25 | 20.3% | 35.0% | ||
| Q2 25 | 19.4% | 35.6% | ||
| Q1 25 | 18.1% | -83.8% | ||
| Q4 24 | 3.2% | 91.7% | ||
| Q3 24 | 16.3% | 71.6% | ||
| Q2 24 | 14.8% | 30.8% | ||
| Q1 24 | 16.1% | -210.3% |
资本支出强度ACLSPWP
| Q4 25 | 1.0% | 2.0% | ||
| Q3 25 | 0.9% | 0.9% | ||
| Q2 25 | 1.0% | 0.5% | ||
| Q1 25 | 2.6% | 0.5% | ||
| Q4 24 | 1.8% | 7.3% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 0.8% | 2.3% | ||
| Q1 24 | 0.6% | 8.3% |
现金转化率ACLSPWP
| Q4 25 | -0.19× | 2.52× | ||
| Q3 25 | 1.75× | 9.85× | ||
| Q2 25 | 1.27× | 20.50× | ||
| Q1 25 | 1.39× | -10.18× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 12.23× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | — |
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% |
PWP
暂无分部数据
