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AXCELIS TECHNOLOGIES INC（ACLS）与RPC INC（RES）财务数据对比。点击上方公司名可切换其他公司
RPC INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.8倍（$425.8M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -0.7%，领先15.1%），RPC INC同比增速更快（27.0% vs -5.6%），RPC INC自由现金流更多（$31.2M vs $-8.9M），过去两年RPC INC的营收复合增速更高（6.2% 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。
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
ACLS vs RES — 直观对比
营收规模更大
RES
是对方的1.8倍
$238.3M
营收增速更快
RES
高出32.5%
-5.6%
净利率更高
ACLS
高出15.1%
-0.7%
自由现金流更多
RES
多$40.1M
$-8.9M
两年增速更快
RES
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $425.8M |
| 净利润 | $34.3M | $-3.1M |
| 毛利率 | 47.0% | 21.0% |
| 营业利润率 | 15.2% | -0.9% |
| 净利率 | 14.4% | -0.7% |
| 营收同比 | -5.6% | 27.0% |
| 净利润同比 | -31.3% | -124.0% |
| 每股收益（稀释后） | $1.11 | $-0.02 |
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ACLSRES
| Q4 25 | $238.3M | $425.8M | ||
| Q3 25 | $213.6M | $447.1M | ||
| Q2 25 | $194.5M | $420.8M | ||
| Q1 25 | $192.6M | $332.9M | ||
| Q4 24 | $252.4M | $335.4M | ||
| Q3 24 | $256.6M | $337.7M | ||
| Q2 24 | $256.5M | $364.2M | ||
| Q1 24 | $252.4M | $377.8M |
净利润ACLSRES
| Q4 25 | $34.3M | $-3.1M | ||
| Q3 25 | $26.0M | $13.0M | ||
| Q2 25 | $31.4M | $10.1M | ||
| Q1 25 | $28.6M | $12.0M | ||
| Q4 24 | $50.0M | $12.8M | ||
| Q3 24 | $48.6M | $18.8M | ||
| Q2 24 | $50.9M | $32.4M | ||
| Q1 24 | $51.6M | $27.5M |
毛利率ACLSRES
| Q4 25 | 47.0% | 21.0% | ||
| Q3 25 | 41.6% | 25.1% | ||
| Q2 25 | 44.9% | 24.5% | ||
| Q1 25 | 46.1% | 26.7% | ||
| Q4 24 | 46.0% | 25.4% | ||
| Q3 24 | 42.9% | 26.7% | ||
| Q2 24 | 43.8% | 28.0% | ||
| Q1 24 | 46.0% | 26.8% |
营业利润率ACLSRES
| Q4 25 | 15.2% | -0.9% | ||
| Q3 25 | 11.7% | 4.7% | ||
| Q2 25 | 14.9% | 3.7% | ||
| Q1 25 | 15.1% | 3.7% | ||
| Q4 24 | 21.6% | 3.1% | ||
| Q3 24 | 18.3% | 5.7% | ||
| Q2 24 | 20.6% | 9.7% | ||
| Q1 24 | 22.4% | 8.6% |
净利率ACLSRES
| Q4 25 | 14.4% | -0.7% | ||
| Q3 25 | 12.2% | 2.9% | ||
| Q2 25 | 16.1% | 2.4% | ||
| Q1 25 | 14.8% | 3.6% | ||
| Q4 24 | 19.8% | 3.8% | ||
| Q3 24 | 18.9% | 5.6% | ||
| Q2 24 | 19.8% | 8.9% | ||
| Q1 24 | 20.4% | 7.3% |
每股收益（稀释后）ACLSRES
| Q4 25 | $1.11 | $-0.02 | ||
| Q3 25 | $0.83 | $0.06 | ||
| Q2 25 | $0.98 | $0.05 | ||
| Q1 25 | $0.88 | $0.06 | ||
| Q4 24 | $1.54 | $0.06 | ||
| Q3 24 | $1.49 | $0.09 | ||
| Q2 24 | $1.55 | $0.15 | ||
| Q1 24 | $1.57 | $0.13 |
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 | $210.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.1B |
| 总资产 | $1.4B | $1.5B |
| 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ACLSRES
| Q4 25 | $374.3M | $210.0M | ||
| Q3 25 | $449.6M | $163.5M | ||
| Q2 25 | $549.8M | $162.1M | ||
| Q1 25 | $587.1M | $326.7M | ||
| Q4 24 | $571.3M | $326.0M | ||
| Q3 24 | $579.4M | $276.9M | ||
| Q2 24 | $548.3M | $261.5M | ||
| Q1 24 | $530.2M | $212.2M |
股东权益ACLSRES
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $1.1B | ||
| Q2 24 | $934.9M | $1.1B | ||
| Q1 24 | $901.7M | $1.0B |
总资产ACLSRES
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.3B | $1.3B |
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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $31.2M |
| 自由现金流率自由现金流/营收 | -3.7% | 7.3% |
| 资本支出强度资本支出/营收 | 1.0% | 7.2% |
| 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 | $52.9M |
8季度趋势，按日历期对齐
经营现金流ACLSRES
| Q4 25 | $-6.6M | $61.9M | ||
| Q3 25 | $45.4M | $46.5M | ||
| Q2 25 | $39.7M | $53.1M | ||
| Q1 25 | $39.8M | $39.9M | ||
| Q4 24 | $12.8M | $94.2M | ||
| Q3 24 | $45.7M | $70.7M | ||
| Q2 24 | $40.1M | $127.9M | ||
| Q1 24 | $42.2M | $56.6M |
自由现金流ACLSRES
| Q4 25 | $-8.9M | $31.2M | ||
| Q3 25 | $43.3M | $4.1M | ||
| Q2 25 | $37.7M | $10.0M | ||
| Q1 25 | $34.8M | $7.6M | ||
| Q4 24 | $8.1M | $53.7M | ||
| Q3 24 | $41.8M | $19.1M | ||
| Q2 24 | $38.1M | $52.9M | ||
| Q1 24 | $40.6M | $3.8M |
自由现金流率ACLSRES
| Q4 25 | -3.7% | 7.3% | ||
| Q3 25 | 20.3% | 0.9% | ||
| Q2 25 | 19.4% | 2.4% | ||
| Q1 25 | 18.1% | 2.3% | ||
| Q4 24 | 3.2% | 16.0% | ||
| Q3 24 | 16.3% | 5.6% | ||
| Q2 24 | 14.8% | 14.5% | ||
| Q1 24 | 16.1% | 1.0% |
资本支出强度ACLSRES
| Q4 25 | 1.0% | 7.2% | ||
| Q3 25 | 0.9% | 9.5% | ||
| Q2 25 | 1.0% | 10.2% | ||
| Q1 25 | 2.6% | 9.7% | ||
| Q4 24 | 1.8% | 12.1% | ||
| Q3 24 | 1.5% | 15.3% | ||
| Q2 24 | 0.8% | 20.6% | ||
| Q1 24 | 0.6% | 14.0% |
现金转化率ACLSRES
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 3.59× | ||
| Q2 25 | 1.27× | 5.23× | ||
| Q1 25 | 1.39× | 3.31× | ||
| Q4 24 | 0.26× | 7.38× | ||
| Q3 24 | 0.94× | 3.76× | ||
| Q2 24 | 0.79× | 3.95× | ||
| Q1 24 | 0.82× | 2.06× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
