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AXCELIS TECHNOLOGIES INC（ACLS）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的1.5倍（$238.3M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 14.4%，领先40.4%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -10.3%），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
ACLS vs RBBN — 直观对比
营收规模更大
ACLS
是对方的1.5倍
$162.6M
营收增速更快
ACLS
高出4.7%
-10.3%
净利率更高
RBBN
高出40.4%
14.4%
两年增速更快
ACLS
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $162.6M |
| 净利润 | $34.3M | $89.1M |
| 毛利率 | 47.0% | 42.9% |
| 营业利润率 | 15.2% | 37.6% |
| 净利率 | 14.4% | 54.8% |
| 营收同比 | -5.6% | -10.3% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $0.50 |
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ACLSRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $238.3M | $227.3M | ||
| Q3 25 | $213.6M | $215.4M | ||
| Q2 25 | $194.5M | $220.6M | ||
| Q1 25 | $192.6M | $181.3M | ||
| Q4 24 | $252.4M | $251.4M | ||
| Q3 24 | $256.6M | $210.2M | ||
| Q2 24 | $256.5M | $192.6M |
净利润ACLSRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-12.1M | ||
| Q2 25 | $31.4M | $-11.1M | ||
| Q1 25 | $28.6M | $-26.2M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-13.4M | ||
| Q2 24 | $50.9M | $-16.8M |
毛利率ACLSRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 47.0% | 53.3% | ||
| Q3 25 | 41.6% | 50.1% | ||
| Q2 25 | 44.9% | 49.6% | ||
| Q1 25 | 46.1% | 45.4% | ||
| Q4 24 | 46.0% | 55.7% | ||
| Q3 24 | 42.9% | 52.1% | ||
| Q2 24 | 43.8% | 50.8% |
营业利润率ACLSRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 15.2% | 4.1% | ||
| Q3 25 | 11.7% | 1.3% | ||
| Q2 25 | 14.9% | 1.9% | ||
| Q1 25 | 15.1% | -10.8% | ||
| Q4 24 | 21.6% | 13.2% | ||
| Q3 24 | 18.3% | -0.4% | ||
| Q2 24 | 20.6% | -1.0% |
净利率ACLSRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -5.6% | ||
| Q2 25 | 16.1% | -5.0% | ||
| Q1 25 | 14.8% | -14.5% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -6.4% | ||
| Q2 24 | 19.8% | -8.7% |
每股收益（稀释后）ACLSRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $1.11 | $0.50 | ||
| Q3 25 | $0.83 | $-0.07 | ||
| Q2 25 | $0.98 | $-0.06 | ||
| Q1 25 | $0.88 | $-0.15 | ||
| Q4 24 | $1.54 | $0.05 | ||
| Q3 24 | $1.49 | $-0.08 | ||
| Q2 24 | $1.55 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $419.1M |
| 总资产 | $1.4B | — |
| 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ACLSRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $374.3M | $96.4M | ||
| Q3 25 | $449.6M | $74.8M | ||
| Q2 25 | $549.8M | $60.5M | ||
| Q1 25 | $587.1M | $71.2M | ||
| Q4 24 | $571.3M | $87.8M | ||
| Q3 24 | $579.4M | $37.2M | ||
| Q2 24 | $548.3M | $64.6M |
总债务ACLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益ACLSRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $1.0B | $449.0M | ||
| Q3 25 | $1.0B | $360.1M | ||
| Q2 25 | $1.0B | $370.4M | ||
| Q1 25 | $1.0B | $381.8M | ||
| Q4 24 | $1.0B | $404.6M | ||
| Q3 24 | $975.6M | $395.5M | ||
| Q2 24 | $934.9M | $405.0M |
总资产ACLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B |
负债/权益比ACLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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ACLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $29.2M | ||
| Q3 25 | $45.4M | $26.5M | ||
| Q2 25 | $39.7M | $-795.0K | ||
| Q1 25 | $39.8M | $-3.5M | ||
| Q4 24 | $12.8M | $61.8M | ||
| Q3 24 | $45.7M | $-14.8M | ||
| Q2 24 | $40.1M | $-9.8M |
自由现金流ACLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $27.3M | ||
| Q3 25 | $43.3M | $21.0M | ||
| Q2 25 | $37.7M | $-6.5M | ||
| Q1 25 | $34.8M | $-15.7M | ||
| Q4 24 | $8.1M | $53.8M | ||
| Q3 24 | $41.8M | $-23.7M | ||
| Q2 24 | $38.1M | $-12.9M |
自由现金流率ACLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 12.0% | ||
| Q3 25 | 20.3% | 9.7% | ||
| Q2 25 | 19.4% | -2.9% | ||
| Q1 25 | 18.1% | -8.7% | ||
| Q4 24 | 3.2% | 21.4% | ||
| Q3 24 | 16.3% | -11.3% | ||
| Q2 24 | 14.8% | -6.7% |
资本支出强度ACLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 0.9% | 2.6% | ||
| Q2 25 | 1.0% | 2.6% | ||
| Q1 25 | 2.6% | 6.7% | ||
| Q4 24 | 1.8% | 3.2% | ||
| Q3 24 | 1.5% | 4.2% | ||
| Q2 24 | 0.8% | 1.6% |
现金转化率ACLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
