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AXCELIS TECHNOLOGIES INC（ACLS）与QUALYS, INC.（QLYS）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QUALYS, INC.的1.4倍（$238.3M vs $175.3M），QUALYS, INC.净利率更高（30.3% vs 14.4%，领先15.9%），QUALYS, INC.同比增速更快（10.1% vs -5.6%），QUALYS, INC.自由现金流更多（$74.9M vs $-8.9M），过去两年QUALYS, INC.的营收复合增速更高（9.6% 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。
Qualys是总部位于美国加利福尼亚州福斯特城的科技企业，专注于云安全、合规管理及相关服务，为客户提供覆盖云环境的安全防护与合规解决方案，助力企业应对各类网络安全风险，满足不同行业的合规运营需求。
ACLS vs QLYS — 直观对比
营收规模更大
ACLS
是对方的1.4倍
$175.3M
营收增速更快
QLYS
高出15.7%
-5.6%
净利率更高
QLYS
高出15.9%
14.4%
自由现金流更多
QLYS
多$83.8M
$-8.9M
两年增速更快
QLYS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $175.3M |
| 净利润 | $34.3M | $53.1M |
| 毛利率 | 47.0% | 83.4% |
| 营业利润率 | 15.2% | 33.6% |
| 净利率 | 14.4% | 30.3% |
| 营收同比 | -5.6% | 10.1% |
| 净利润同比 | -31.3% | 20.9% |
| 每股收益（稀释后） | $1.11 | $1.47 |
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ACLSQLYS
| Q4 25 | $238.3M | $175.3M | ||
| Q3 25 | $213.6M | $169.9M | ||
| Q2 25 | $194.5M | $164.1M | ||
| Q1 25 | $192.6M | $159.9M | ||
| Q4 24 | $252.4M | $159.2M | ||
| Q3 24 | $256.6M | $153.9M | ||
| Q2 24 | $256.5M | $148.7M | ||
| Q1 24 | $252.4M | $145.8M |
净利润ACLSQLYS
| Q4 25 | $34.3M | $53.1M | ||
| Q3 25 | $26.0M | $50.3M | ||
| Q2 25 | $31.4M | $47.3M | ||
| Q1 25 | $28.6M | $47.5M | ||
| Q4 24 | $50.0M | $44.0M | ||
| Q3 24 | $48.6M | $46.2M | ||
| Q2 24 | $50.9M | $43.8M | ||
| Q1 24 | $51.6M | $39.7M |
毛利率ACLSQLYS
| Q4 25 | 47.0% | 83.4% | ||
| Q3 25 | 41.6% | 83.6% | ||
| Q2 25 | 44.9% | 82.4% | ||
| Q1 25 | 46.1% | 81.9% | ||
| Q4 24 | 46.0% | 81.8% | ||
| Q3 24 | 42.9% | 81.3% | ||
| Q2 24 | 43.8% | 82.2% | ||
| Q1 24 | 46.0% | 81.3% |
营业利润率ACLSQLYS
| Q4 25 | 15.2% | 33.6% | ||
| Q3 25 | 11.7% | 35.3% | ||
| Q2 25 | 14.9% | 31.3% | ||
| Q1 25 | 15.1% | 32.4% | ||
| Q4 24 | 21.6% | 31.0% | ||
| Q3 24 | 18.3% | 29.2% | ||
| Q2 24 | 20.6% | 32.3% | ||
| Q1 24 | 22.4% | 30.7% |
净利率ACLSQLYS
| Q4 25 | 14.4% | 30.3% | ||
| Q3 25 | 12.2% | 29.6% | ||
| Q2 25 | 16.1% | 28.8% | ||
| Q1 25 | 14.8% | 29.7% | ||
| Q4 24 | 19.8% | 27.6% | ||
| Q3 24 | 18.9% | 30.0% | ||
| Q2 24 | 19.8% | 29.4% | ||
| Q1 24 | 20.4% | 27.2% |
每股收益（稀释后）ACLSQLYS
| Q4 25 | $1.11 | $1.47 | ||
| Q3 25 | $0.83 | $1.39 | ||
| Q2 25 | $0.98 | $1.29 | ||
| Q1 25 | $0.88 | $1.29 | ||
| Q4 24 | $1.54 | $1.19 | ||
| Q3 24 | $1.49 | $1.24 | ||
| Q2 24 | $1.55 | $1.17 | ||
| Q1 24 | $1.57 | $1.05 |
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 | $250.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $561.2M |
| 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ACLSQLYS
| Q4 25 | $374.3M | $250.3M | ||
| Q3 25 | $449.6M | $225.3M | ||
| Q2 25 | $549.8M | $194.0M | ||
| Q1 25 | $587.1M | $290.7M | ||
| Q4 24 | $571.3M | $232.2M | ||
| Q3 24 | $579.4M | $235.4M | ||
| Q2 24 | $548.3M | $281.2M | ||
| Q1 24 | $530.2M | $273.8M |
股东权益ACLSQLYS
| Q4 25 | $1.0B | $561.2M | ||
| Q3 25 | $1.0B | $529.4M | ||
| Q2 25 | $1.0B | $508.2M | ||
| Q1 25 | $1.0B | $498.0M | ||
| Q4 24 | $1.0B | $477.1M | ||
| Q3 24 | $975.6M | $449.6M | ||
| Q2 24 | $934.9M | $427.8M | ||
| Q1 24 | $901.7M | $404.2M |
总资产ACLSQLYS
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.3B | $999.5M | ||
| Q1 25 | $1.3B | $996.5M | ||
| Q4 24 | $1.3B | $973.5M | ||
| Q3 24 | $1.3B | $908.3M | ||
| Q2 24 | $1.3B | $876.6M | ||
| Q1 24 | $1.3B | $861.8M |
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 | $75.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $74.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 42.8% |
| 资本支出强度资本支出/营收 | 1.0% | 0.4% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.42× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $304.4M |
8季度趋势，按日历期对齐
经营现金流ACLSQLYS
| Q4 25 | $-6.6M | $75.7M | ||
| Q3 25 | $45.4M | $90.4M | ||
| Q2 25 | $39.7M | $33.8M | ||
| Q1 25 | $39.8M | $109.6M | ||
| Q4 24 | $12.8M | $47.7M | ||
| Q3 24 | $45.7M | $61.0M | ||
| Q2 24 | $40.1M | $49.8M | ||
| Q1 24 | $42.2M | $85.5M |
自由现金流ACLSQLYS
| Q4 25 | $-8.9M | $74.9M | ||
| Q3 25 | $43.3M | $89.5M | ||
| Q2 25 | $37.7M | $32.4M | ||
| Q1 25 | $34.8M | $107.5M | ||
| Q4 24 | $8.1M | $41.9M | ||
| Q3 24 | $41.8M | $57.6M | ||
| Q2 24 | $38.1M | $48.8M | ||
| Q1 24 | $40.6M | $83.5M |
自由现金流率ACLSQLYS
| Q4 25 | -3.7% | 42.8% | ||
| Q3 25 | 20.3% | 52.7% | ||
| Q2 25 | 19.4% | 19.8% | ||
| Q1 25 | 18.1% | 67.3% | ||
| Q4 24 | 3.2% | 26.3% | ||
| Q3 24 | 16.3% | 37.4% | ||
| Q2 24 | 14.8% | 32.8% | ||
| Q1 24 | 16.1% | 57.2% |
资本支出强度ACLSQLYS
| Q4 25 | 1.0% | 0.4% | ||
| Q3 25 | 0.9% | 0.5% | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 2.6% | 1.3% | ||
| Q4 24 | 1.8% | 3.7% | ||
| Q3 24 | 1.5% | 2.2% | ||
| Q2 24 | 0.8% | 0.7% | ||
| Q1 24 | 0.6% | 1.4% |
现金转化率ACLSQLYS
| Q4 25 | -0.19× | 1.42× | ||
| Q3 25 | 1.75× | 1.80× | ||
| Q2 25 | 1.27× | 0.71× | ||
| Q1 25 | 1.39× | 2.31× | ||
| Q4 24 | 0.26× | 1.09× | ||
| Q3 24 | 0.94× | 1.32× | ||
| Q2 24 | 0.79× | 1.14× | ||
| Q1 24 | 0.82× | 2.15× |
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% |
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |
