vs
AXCELIS TECHNOLOGIES INC（ACLS）与REPLIGEN CORP（RGEN）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REPLIGEN CORP的1.2倍（$238.3M vs $197.9M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 6.7%，领先7.7%），REPLIGEN CORP同比增速更快（13.6% vs -5.6%），REPLIGEN CORP自由现金流更多（$17.6M vs $-8.9M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% 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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
ACLS vs RGEN — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$197.9M
营收增速更快
RGEN
高出19.2%
-5.6%
净利率更高
ACLS
高出7.7%
6.7%
自由现金流更多
RGEN
多$26.5M
$-8.9M
两年增速更快
RGEN
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $197.9M |
| 净利润 | $34.3M | $13.3M |
| 毛利率 | 47.0% | 52.5% |
| 营业利润率 | 15.2% | 9.0% |
| 净利率 | 14.4% | 6.7% |
| 营收同比 | -5.6% | 13.6% |
| 净利润同比 | -31.3% | 143.9% |
| 每股收益（稀释后） | $1.11 | $0.24 |
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ACLSRGEN
| Q4 25 | $238.3M | $197.9M | ||
| Q3 25 | $213.6M | $188.8M | ||
| Q2 25 | $194.5M | $182.4M | ||
| Q1 25 | $192.6M | $169.2M | ||
| Q4 24 | $252.4M | $174.1M | ||
| Q3 24 | $256.6M | $154.9M | ||
| Q2 24 | $256.5M | $154.1M | ||
| Q1 24 | $252.4M | $151.3M |
净利润ACLSRGEN
| Q4 25 | $34.3M | $13.3M | ||
| Q3 25 | $26.0M | $14.9M | ||
| Q2 25 | $31.4M | $14.9M | ||
| Q1 25 | $28.6M | $5.8M | ||
| Q4 24 | $50.0M | $-30.3M | ||
| Q3 24 | $48.6M | $-654.0K | ||
| Q2 24 | $50.9M | $3.3M | ||
| Q1 24 | $51.6M | $2.1M |
毛利率ACLSRGEN
| Q4 25 | 47.0% | 52.5% | ||
| Q3 25 | 41.6% | 53.2% | ||
| Q2 25 | 44.9% | 50.0% | ||
| Q1 25 | 46.1% | 53.6% | ||
| Q4 24 | 46.0% | 26.1% | ||
| Q3 24 | 42.9% | 50.0% | ||
| Q2 24 | 43.8% | 49.8% | ||
| Q1 24 | 46.0% | 49.5% |
营业利润率ACLSRGEN
| Q4 25 | 15.2% | 9.0% | ||
| Q3 25 | 11.7% | 8.9% | ||
| Q2 25 | 14.9% | 7.6% | ||
| Q1 25 | 15.1% | 3.9% | ||
| Q4 24 | 21.6% | -17.7% | ||
| Q3 24 | 18.3% | -5.1% | ||
| Q2 24 | 20.6% | 1.0% | ||
| Q1 24 | 22.4% | 1.3% |
净利率ACLSRGEN
| Q4 25 | 14.4% | 6.7% | ||
| Q3 25 | 12.2% | 7.9% | ||
| Q2 25 | 16.1% | 8.2% | ||
| Q1 25 | 14.8% | 3.4% | ||
| Q4 24 | 19.8% | -17.4% | ||
| Q3 24 | 18.9% | -0.4% | ||
| Q2 24 | 19.8% | 2.2% | ||
| Q1 24 | 20.4% | 1.4% |
每股收益（稀释后）ACLSRGEN
| Q4 25 | $1.11 | $0.24 | ||
| Q3 25 | $0.83 | $0.26 | ||
| Q2 25 | $0.98 | $0.26 | ||
| Q1 25 | $0.88 | $0.10 | ||
| Q4 24 | $1.54 | $-0.55 | ||
| Q3 24 | $1.49 | $-0.01 | ||
| Q2 24 | $1.55 | $0.06 | ||
| Q1 24 | $1.57 | $0.04 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $1.0B | $2.1B |
| 总资产 | $1.4B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资ACLSRGEN
| Q4 25 | $374.3M | $767.6M | ||
| Q3 25 | $449.6M | $748.7M | ||
| Q2 25 | $549.8M | $708.9M | ||
| Q1 25 | $587.1M | $697.2M | ||
| Q4 24 | $571.3M | $757.4M | ||
| Q3 24 | $579.4M | $784.0M | ||
| Q2 24 | $548.3M | $809.1M | ||
| Q1 24 | $530.2M | $780.6M |
总债务ACLSRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSRGEN
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $1.0B | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $975.6M | $2.0B | ||
| Q2 24 | $934.9M | $2.0B | ||
| Q1 24 | $901.7M | $2.0B |
总资产ACLSRGEN
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $2.9B | ||
| Q4 24 | $1.3B | $2.8B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.9B | ||
| Q1 24 | $1.3B | $2.8B |
负债/权益比ACLSRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $17.6M |
| 自由现金流率自由现金流/营收 | -3.7% | 8.9% |
| 资本支出强度资本支出/营收 | 1.0% | 4.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $93.9M |
8季度趋势，按日历期对齐
经营现金流ACLSRGEN
| Q4 25 | $-6.6M | $25.7M | ||
| Q3 25 | $45.4M | $48.1M | ||
| Q2 25 | $39.7M | $28.6M | ||
| Q1 25 | $39.8M | $15.0M | ||
| Q4 24 | $12.8M | $39.2M | ||
| Q3 24 | $45.7M | $49.3M | ||
| Q2 24 | $40.1M | $42.2M | ||
| Q1 24 | $42.2M | $44.7M |
自由现金流ACLSRGEN
| Q4 25 | $-8.9M | $17.6M | ||
| Q3 25 | $43.3M | $43.4M | ||
| Q2 25 | $37.7M | $21.5M | ||
| Q1 25 | $34.8M | $11.4M | ||
| Q4 24 | $8.1M | $33.6M | ||
| Q3 24 | $41.8M | $42.3M | ||
| Q2 24 | $38.1M | $37.4M | ||
| Q1 24 | $40.6M | $36.4M |
自由现金流率ACLSRGEN
| Q4 25 | -3.7% | 8.9% | ||
| Q3 25 | 20.3% | 23.0% | ||
| Q2 25 | 19.4% | 11.8% | ||
| Q1 25 | 18.1% | 6.8% | ||
| Q4 24 | 3.2% | 19.3% | ||
| Q3 24 | 16.3% | 27.3% | ||
| Q2 24 | 14.8% | 24.3% | ||
| Q1 24 | 16.1% | 24.0% |
资本支出强度ACLSRGEN
| Q4 25 | 1.0% | 4.1% | ||
| Q3 25 | 0.9% | 2.5% | ||
| Q2 25 | 1.0% | 3.9% | ||
| Q1 25 | 2.6% | 2.1% | ||
| Q4 24 | 1.8% | 3.2% | ||
| Q3 24 | 1.5% | 4.5% | ||
| Q2 24 | 0.8% | 3.1% | ||
| Q1 24 | 0.6% | 5.5% |
现金转化率ACLSRGEN
| Q4 25 | -0.19× | 1.93× | ||
| Q3 25 | 1.75× | 3.23× | ||
| Q2 25 | 1.27× | 1.92× | ||
| Q1 25 | 1.39× | 2.57× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 12.70× | ||
| Q1 24 | 0.82× | 21.35× |
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% |
RGEN
暂无分部数据
