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AXCELIS TECHNOLOGIES INC（ACLS）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$375.3M vs $238.3M），ROYAL GOLD INC净利率更高（24.9% vs 14.4%，领先10.6%），ROYAL GOLD INC同比增速更快（85.3% vs -5.6%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
ACLS vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.6倍
$238.3M
营收增速更快
RGLD
高出90.9%
-5.6%
净利率更高
RGLD
高出10.6%
14.4%
两年增速更快
RGLD
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $375.3M |
| 净利润 | $34.3M | $93.6M |
| 毛利率 | 47.0% | 64.6% |
| 营业利润率 | 15.2% | 56.2% |
| 净利率 | 14.4% | 24.9% |
| 营收同比 | -5.6% | 85.3% |
| 净利润同比 | -31.3% | -12.8% |
| 每股收益（稀释后） | $1.11 | $1.04 |
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ACLSRGLD
| Q4 25 | $238.3M | $375.3M | ||
| Q3 25 | $213.6M | $252.1M | ||
| Q2 25 | $194.5M | $209.6M | ||
| Q1 25 | $192.6M | $193.4M | ||
| Q4 24 | $252.4M | $202.6M | ||
| Q3 24 | $256.6M | $193.8M | ||
| Q2 24 | $256.5M | $174.1M | ||
| Q1 24 | $252.4M | $148.9M |
净利润ACLSRGLD
| Q4 25 | $34.3M | $93.6M | ||
| Q3 25 | $26.0M | $126.8M | ||
| Q2 25 | $31.4M | $132.3M | ||
| Q1 25 | $28.6M | $113.5M | ||
| Q4 24 | $50.0M | $107.4M | ||
| Q3 24 | $48.6M | $96.2M | ||
| Q2 24 | $50.9M | $81.2M | ||
| Q1 24 | $51.6M | $47.2M |
毛利率ACLSRGLD
| Q4 25 | 47.0% | 64.6% | ||
| Q3 25 | 41.6% | 73.6% | ||
| Q2 25 | 44.9% | 72.6% | ||
| Q1 25 | 46.1% | 69.4% | ||
| Q4 24 | 46.0% | 70.3% | ||
| Q3 24 | 42.9% | 66.6% | ||
| Q2 24 | 43.8% | 64.7% | ||
| Q1 24 | 46.0% | 58.4% |
营业利润率ACLSRGLD
| Q4 25 | 15.2% | 56.2% | ||
| Q3 25 | 11.7% | 64.4% | ||
| Q2 25 | 14.9% | 67.7% | ||
| Q1 25 | 15.1% | 63.6% | ||
| Q4 24 | 21.6% | 65.9% | ||
| Q3 24 | 18.3% | 61.3% | ||
| Q2 24 | 20.6% | 58.6% | ||
| Q1 24 | 22.4% | 50.7% |
净利率ACLSRGLD
| Q4 25 | 14.4% | 24.9% | ||
| Q3 25 | 12.2% | 50.3% | ||
| Q2 25 | 16.1% | 63.1% | ||
| Q1 25 | 14.8% | 58.7% | ||
| Q4 24 | 19.8% | 53.0% | ||
| Q3 24 | 18.9% | 49.7% | ||
| Q2 24 | 19.8% | 46.6% | ||
| Q1 24 | 20.4% | 31.7% |
每股收益（稀释后）ACLSRGLD
| Q4 25 | $1.11 | $1.04 | ||
| Q3 25 | $0.83 | $1.92 | ||
| Q2 25 | $0.98 | $2.01 | ||
| Q1 25 | $0.88 | $1.72 | ||
| Q4 24 | $1.54 | $1.63 | ||
| Q3 24 | $1.49 | $1.46 | ||
| Q2 24 | $1.55 | $1.23 | ||
| Q1 24 | $1.57 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $7.2B |
| 总资产 | $1.4B | $9.5B |
| 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ACLSRGLD
| Q4 25 | $374.3M | $233.7M | ||
| Q3 25 | $449.6M | $172.8M | ||
| Q2 25 | $549.8M | $248.2M | ||
| Q1 25 | $587.1M | $240.8M | ||
| Q4 24 | $571.3M | $195.5M | ||
| Q3 24 | $579.4M | $127.9M | ||
| Q2 24 | $548.3M | $74.2M | ||
| Q1 24 | $530.2M | $137.9M |
总债务ACLSRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益ACLSRGLD
| Q4 25 | $1.0B | $7.2B | ||
| Q3 25 | $1.0B | $3.4B | ||
| Q2 25 | $1.0B | $3.3B | ||
| Q1 25 | $1.0B | $3.2B | ||
| Q4 24 | $1.0B | $3.1B | ||
| Q3 24 | $975.6M | $3.0B | ||
| Q2 24 | $934.9M | $3.0B | ||
| Q1 24 | $901.7M | $2.9B |
总资产ACLSRGLD
| Q4 25 | $1.4B | $9.5B | ||
| Q3 25 | $1.4B | $4.5B | ||
| Q2 25 | $1.3B | $3.6B | ||
| Q1 25 | $1.3B | $3.5B | ||
| Q4 24 | $1.3B | $3.4B | ||
| Q3 24 | $1.3B | $3.3B | ||
| Q2 24 | $1.3B | $3.3B | ||
| Q1 24 | $1.3B | $3.3B |
负债/权益比ACLSRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| 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 | $241.7M |
| 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× | 2.58× |
| 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ACLSRGLD
| Q4 25 | $-6.6M | $241.7M | ||
| Q3 25 | $45.4M | $174.0M | ||
| Q2 25 | $39.7M | $152.8M | ||
| Q1 25 | $39.8M | $136.4M | ||
| Q4 24 | $12.8M | $141.1M | ||
| Q3 24 | $45.7M | $136.7M | ||
| Q2 24 | $40.1M | $113.5M | ||
| Q1 24 | $42.2M | $138.3M |
自由现金流ACLSRGLD
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSRGLD
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSRGLD
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSRGLD
| Q4 25 | -0.19× | 2.58× | ||
| Q3 25 | 1.75× | 1.37× | ||
| Q2 25 | 1.27× | 1.15× | ||
| Q1 25 | 1.39× | 1.20× | ||
| Q4 24 | 0.26× | 1.31× | ||
| Q3 24 | 0.94× | 1.42× | ||
| Q2 24 | 0.79× | 1.40× | ||
| Q1 24 | 0.82× | 2.93× |
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% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
