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AXCELIS TECHNOLOGIES INC（ACLS）与RENASANT CORP（RNST）财务数据对比。点击上方公司名可切换其他公司
RENASANT CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$273.8M vs $238.3M），RENASANT CORP净利率更高（32.2% vs 14.4%，领先17.8%），过去两年RENASANT CORP的营收复合增速更高（29.3% 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。
瑞耐桑特银行是美国密西西比州图珀洛的区域商业金融机构，母公司为瑞耐桑特公司，在阿拉巴马、佛罗里达、佐治亚、密西西比、路易斯安那、田纳西、北卡罗来纳、南卡罗来纳八州拥有280多家分支机构，旗下还运营内容平台“瑞耐桑特国度”，发布博客及节目内容。
ACLS vs RNST — 直观对比
营收规模更大
RNST
是对方的1.1倍
$238.3M
净利率更高
RNST
高出17.8%
14.4%
两年增速更快
RNST
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $273.8M |
| 净利润 | $34.3M | $88.2M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 32.2% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | 112.5% |
| 每股收益（稀释后） | $1.11 | $0.94 |
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ACLSRNST
| Q1 26 | — | $273.8M | ||
| Q4 25 | $238.3M | $278.4M | ||
| Q3 25 | $213.6M | $269.5M | ||
| Q2 25 | $194.5M | $267.2M | ||
| Q1 25 | $192.6M | $170.7M | ||
| Q4 24 | $252.4M | $167.1M | ||
| Q3 24 | $256.6M | $220.3M | ||
| Q2 24 | $256.5M | $163.8M |
净利润ACLSRNST
| Q1 26 | — | $88.2M | ||
| Q4 25 | $34.3M | $78.9M | ||
| Q3 25 | $26.0M | $59.8M | ||
| Q2 25 | $31.4M | $1.0M | ||
| Q1 25 | $28.6M | $41.5M | ||
| Q4 24 | $50.0M | $44.7M | ||
| Q3 24 | $48.6M | $72.5M | ||
| Q2 24 | $50.9M | $38.8M |
毛利率ACLSRNST
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ACLSRNST
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 34.8% | ||
| Q3 25 | 11.7% | 27.9% | ||
| Q2 25 | 14.9% | 1.0% | ||
| Q1 25 | 15.1% | 30.4% | ||
| Q4 24 | 21.6% | 29.8% | ||
| Q3 24 | 18.3% | 44.2% | ||
| Q2 24 | 20.6% | 29.6% |
净利率ACLSRNST
| Q1 26 | — | 32.2% | ||
| Q4 25 | 14.4% | 28.4% | ||
| Q3 25 | 12.2% | 22.2% | ||
| Q2 25 | 16.1% | 0.4% | ||
| Q1 25 | 14.8% | 24.3% | ||
| Q4 24 | 19.8% | 26.8% | ||
| Q3 24 | 18.9% | 32.9% | ||
| Q2 24 | 19.8% | 23.7% |
每股收益（稀释后）ACLSRNST
| Q1 26 | — | $0.94 | ||
| Q4 25 | $1.11 | $0.78 | ||
| Q3 25 | $0.83 | $0.63 | ||
| Q2 25 | $0.98 | $0.01 | ||
| Q1 25 | $0.88 | $0.65 | ||
| Q4 24 | $1.54 | $0.70 | ||
| Q3 24 | $1.49 | $1.18 | ||
| Q2 24 | $1.55 | $0.69 |
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 | $1.2B |
| 总债务越低越好 | — | $806.2M |
| 股东权益账面价值 | $1.0B | $3.9B |
| 总资产 | $1.4B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ACLSRNST
| Q1 26 | — | $1.2B | ||
| Q4 25 | $374.3M | $1.1B | ||
| Q3 25 | $449.6M | $1.1B | ||
| Q2 25 | $549.8M | $1.4B | ||
| Q1 25 | $587.1M | $1.1B | ||
| Q4 24 | $571.3M | $1.1B | ||
| Q3 24 | $579.4M | $1.3B | ||
| Q2 24 | $548.3M | $851.9M |
总债务ACLSRNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | — | $499.8M | ||
| Q3 25 | — | $558.9M | ||
| Q2 25 | — | $557.0M | ||
| Q1 25 | — | $433.3M | ||
| Q4 24 | — | $430.6M | ||
| Q3 24 | — | $433.2M | ||
| Q2 24 | — | $428.7M |
股东权益ACLSRNST
| Q1 26 | — | $3.9B | ||
| Q4 25 | $1.0B | $3.9B | ||
| Q3 25 | $1.0B | $3.8B | ||
| Q2 25 | $1.0B | $3.8B | ||
| Q1 25 | $1.0B | $2.7B | ||
| Q4 24 | $1.0B | $2.7B | ||
| Q3 24 | $975.6M | $2.7B | ||
| Q2 24 | $934.9M | $2.4B |
总资产ACLSRNST
| Q1 26 | — | $27.1B | ||
| Q4 25 | $1.4B | $26.8B | ||
| Q3 25 | $1.4B | $26.7B | ||
| Q2 25 | $1.3B | $26.6B | ||
| Q1 25 | $1.3B | $18.3B | ||
| Q4 24 | $1.3B | $18.0B | ||
| Q3 24 | $1.3B | $18.0B | ||
| Q2 24 | $1.3B | $17.5B |
负债/权益比ACLSRNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.18× |
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ACLSRNST
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $271.5M | ||
| Q3 25 | $45.4M | $135.5M | ||
| Q2 25 | $39.7M | $-77.3M | ||
| Q1 25 | $39.8M | $106.2M | ||
| Q4 24 | $12.8M | $106.4M | ||
| Q3 24 | $45.7M | $-1.7M | ||
| Q2 24 | $40.1M | $-49.1M |
自由现金流ACLSRNST
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $237.8M | ||
| Q3 25 | $43.3M | $120.1M | ||
| Q2 25 | $37.7M | $-87.5M | ||
| Q1 25 | $34.8M | $101.3M | ||
| Q4 24 | $8.1M | $92.8M | ||
| Q3 24 | $41.8M | $-5.3M | ||
| Q2 24 | $38.1M | $-52.6M |
自由现金流率ACLSRNST
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 85.4% | ||
| Q3 25 | 20.3% | 44.6% | ||
| Q2 25 | 19.4% | -32.7% | ||
| Q1 25 | 18.1% | 59.4% | ||
| Q4 24 | 3.2% | 55.5% | ||
| Q3 24 | 16.3% | -2.4% | ||
| Q2 24 | 14.8% | -32.1% |
资本支出强度ACLSRNST
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 12.1% | ||
| Q3 25 | 0.9% | 5.7% | ||
| Q2 25 | 1.0% | 3.8% | ||
| Q1 25 | 2.6% | 2.8% | ||
| Q4 24 | 1.8% | 8.2% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 0.8% | 2.1% |
现金转化率ACLSRNST
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 3.44× | ||
| Q3 25 | 1.75× | 2.27× | ||
| Q2 25 | 1.27× | -75.92× | ||
| Q1 25 | 1.39× | 2.56× | ||
| Q4 24 | 0.26× | 2.38× | ||
| Q3 24 | 0.94× | -0.02× | ||
| Q2 24 | 0.79× | -1.26× |
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% |
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |
