vs
AXCELIS TECHNOLOGIES INC（ACLS）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.7倍（$238.3M vs $142.2M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 2.3%，领先12.1%），Ranger Energy Services, Inc.同比增速更快（-0.6% vs -5.6%），Ranger Energy Services, Inc.自由现金流更多（$17.1M vs $-8.9M），过去两年Ranger Energy Services, Inc.的营收复合增速更高（1.9% 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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
ACLS vs RNGR — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $142.2M |
| 净利润 | $34.3M | $3.2M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 2.3% |
| 净利率 | 14.4% | 2.3% |
| 营收同比 | -5.6% | -0.6% |
| 净利润同比 | -31.3% | -44.8% |
| 每股收益（稀释后） | $1.11 | $0.14 |
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
| Q4 25 | $238.3M | $142.2M | ||
| Q3 25 | $213.6M | $128.9M | ||
| Q2 25 | $194.5M | $140.6M | ||
| Q1 25 | $192.6M | $135.2M | ||
| Q4 24 | $252.4M | $143.1M | ||
| Q3 24 | $256.6M | $153.0M | ||
| Q2 24 | $256.5M | $138.1M | ||
| Q1 24 | $252.4M | $136.9M |
| Q4 25 | $34.3M | $3.2M | ||
| Q3 25 | $26.0M | $1.2M | ||
| Q2 25 | $31.4M | $7.3M | ||
| Q1 25 | $28.6M | $600.0K | ||
| Q4 24 | $50.0M | $5.8M | ||
| Q3 24 | $48.6M | $8.7M | ||
| Q2 24 | $50.9M | $4.7M | ||
| Q1 24 | $51.6M | $-800.0K |
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | — | ||
| Q1 24 | 46.0% | — |
| Q4 25 | 15.2% | 2.3% | ||
| Q3 25 | 11.7% | 2.0% | ||
| Q2 25 | 14.9% | 6.1% | ||
| Q1 25 | 15.1% | 0.7% | ||
| Q4 24 | 21.6% | 6.2% | ||
| Q3 24 | 18.3% | 8.4% | ||
| Q2 24 | 20.6% | 5.3% | ||
| Q1 24 | 22.4% | -0.4% |
| Q4 25 | 14.4% | 2.3% | ||
| Q3 25 | 12.2% | 0.9% | ||
| Q2 25 | 16.1% | 5.2% | ||
| Q1 25 | 14.8% | 0.4% | ||
| Q4 24 | 19.8% | 4.1% | ||
| Q3 24 | 18.9% | 5.7% | ||
| Q2 24 | 19.8% | 3.4% | ||
| Q1 24 | 20.4% | -0.6% |
| Q4 25 | $1.11 | $0.14 | ||
| Q3 25 | $0.83 | $0.05 | ||
| Q2 25 | $0.98 | $0.32 | ||
| Q1 25 | $0.88 | $0.03 | ||
| Q4 24 | $1.54 | $0.24 | ||
| Q3 24 | $1.49 | $0.39 | ||
| Q2 24 | $1.55 | $0.21 | ||
| Q1 24 | $1.57 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $300.1M |
| 总资产 | $1.4B | $419.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $10.3M | ||
| Q3 25 | $449.6M | $45.2M | ||
| Q2 25 | $549.8M | $48.9M | ||
| Q1 25 | $587.1M | $40.3M | ||
| Q4 24 | $571.3M | $40.9M | ||
| Q3 24 | $579.4M | $14.8M | ||
| Q2 24 | $548.3M | $8.7M | ||
| Q1 24 | $530.2M | $11.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
| Q4 25 | $1.0B | $300.1M | ||
| Q3 25 | $1.0B | $270.0M | ||
| Q2 25 | $1.0B | $276.9M | ||
| Q1 25 | $1.0B | $272.6M | ||
| Q4 24 | $1.0B | $273.8M | ||
| Q3 24 | $975.6M | $267.6M | ||
| Q2 24 | $934.9M | $260.5M | ||
| Q1 24 | $901.7M | $261.7M |
| Q4 25 | $1.4B | $419.3M | ||
| Q3 25 | $1.4B | $372.8M | ||
| Q2 25 | $1.3B | $381.7M | ||
| Q1 25 | $1.3B | $376.5M | ||
| Q4 24 | $1.3B | $381.6M | ||
| Q3 24 | $1.3B | $373.9M | ||
| Q2 24 | $1.3B | $359.6M | ||
| Q1 24 | $1.3B | $355.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $17.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 12.0% |
| 资本支出强度资本支出/营收 | 1.0% | 4.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 7.53× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $42.9M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $24.1M | ||
| Q3 25 | $45.4M | $13.6M | ||
| Q2 25 | $39.7M | $20.7M | ||
| Q1 25 | $39.8M | $10.6M | ||
| Q4 24 | $12.8M | $32.7M | ||
| Q3 24 | $45.7M | $17.7M | ||
| Q2 24 | $40.1M | $22.1M | ||
| Q1 24 | $42.2M | $12.0M |
| Q4 25 | $-8.9M | $17.1M | ||
| Q3 25 | $43.3M | $8.0M | ||
| Q2 25 | $37.7M | $14.4M | ||
| Q1 25 | $34.8M | $3.4M | ||
| Q4 24 | $8.1M | $27.3M | ||
| Q3 24 | $41.8M | $10.8M | ||
| Q2 24 | $38.1M | $6.8M | ||
| Q1 24 | $40.6M | $5.5M |
| Q4 25 | -3.7% | 12.0% | ||
| Q3 25 | 20.3% | 6.2% | ||
| Q2 25 | 19.4% | 10.2% | ||
| Q1 25 | 18.1% | 2.5% | ||
| Q4 24 | 3.2% | 19.1% | ||
| Q3 24 | 16.3% | 7.1% | ||
| Q2 24 | 14.8% | 4.9% | ||
| Q1 24 | 16.1% | 4.0% |
| Q4 25 | 1.0% | 4.9% | ||
| Q3 25 | 0.9% | 4.3% | ||
| Q2 25 | 1.0% | 4.5% | ||
| Q1 25 | 2.6% | 5.3% | ||
| Q4 24 | 1.8% | 3.8% | ||
| Q3 24 | 1.5% | 4.5% | ||
| Q2 24 | 0.8% | 11.1% | ||
| Q1 24 | 0.6% | 4.7% |
| Q4 25 | -0.19× | 7.53× | ||
| Q3 25 | 1.75× | 11.33× | ||
| Q2 25 | 1.27× | 2.84× | ||
| Q1 25 | 1.39× | 17.67× | ||
| Q4 24 | 0.26× | 5.64× | ||
| Q3 24 | 0.94× | 2.03× | ||
| Q2 24 | 0.79× | 4.70× | ||
| Q1 24 | 0.82× | — |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
