vs
AXCELIS TECHNOLOGIES INC（ACLS）与GIBRALTAR INDUSTRIES, INC.（ROCK）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GIBRALTAR INDUSTRIES, INC.的1.1倍（$238.3M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -5.6%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
ACLS vs ROCK — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$225.0M
营收增速更快
ROCK
高出30.5%
-5.6%
自由现金流更多
ROCK
多$35.1M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $225.0M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | 25.3% |
| 营业利润率 | 15.2% | 7.9% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 24.9% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | — |
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ACLSROCK
| Q4 25 | $238.3M | $225.0M | ||
| Q3 25 | $213.6M | $310.9M | ||
| Q2 25 | $194.5M | $309.5M | ||
| Q1 25 | $192.6M | $290.0M | ||
| Q4 24 | $252.4M | $180.1M | ||
| Q3 24 | $256.6M | $277.1M | ||
| Q2 24 | $256.5M | $273.6M | ||
| Q1 24 | $252.4M | $292.5M |
净利润ACLSROCK
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-89.1M | ||
| Q2 25 | $31.4M | $26.0M | ||
| Q1 25 | $28.6M | $21.1M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $34.0M | ||
| Q2 24 | $50.9M | $32.2M | ||
| Q1 24 | $51.6M | $24.9M |
毛利率ACLSROCK
| Q4 25 | 47.0% | 25.3% | ||
| Q3 25 | 41.6% | 26.6% | ||
| Q2 25 | 44.9% | 28.4% | ||
| Q1 25 | 46.1% | 26.8% | ||
| Q4 24 | 46.0% | 29.0% | ||
| Q3 24 | 42.9% | 29.4% | ||
| Q2 24 | 43.8% | 30.5% | ||
| Q1 24 | 46.0% | 28.9% |
营业利润率ACLSROCK
| Q4 25 | 15.2% | 7.9% | ||
| Q3 25 | 11.7% | 12.8% | ||
| Q2 25 | 14.9% | 12.8% | ||
| Q1 25 | 15.1% | 8.8% | ||
| Q4 24 | 21.6% | 13.3% | ||
| Q3 24 | 18.3% | 15.6% | ||
| Q2 24 | 20.6% | 14.9% | ||
| Q1 24 | 22.4% | 10.8% |
净利率ACLSROCK
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -28.6% | ||
| Q2 25 | 16.1% | 8.4% | ||
| Q1 25 | 14.8% | 7.3% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 12.3% | ||
| Q2 24 | 19.8% | 11.8% | ||
| Q1 24 | 20.4% | 8.5% |
每股收益（稀释后）ACLSROCK
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $-2.98 | ||
| Q2 25 | $0.98 | $0.87 | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | $1.11 | ||
| Q2 24 | $1.55 | $1.05 | ||
| Q1 24 | $1.57 | — |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.0B | $950.4M |
| 总资产 | $1.4B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ACLSROCK
| Q4 25 | $374.3M | $115.7M | ||
| Q3 25 | $449.6M | $89.4M | ||
| Q2 25 | $549.8M | $43.3M | ||
| Q1 25 | $587.1M | $25.1M | ||
| Q4 24 | $571.3M | $269.5M | ||
| Q3 24 | $579.4M | $228.9M | ||
| Q2 24 | $548.3M | $179.1M | ||
| Q1 24 | $530.2M | $146.7M |
总债务ACLSROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益ACLSROCK
| Q4 25 | $1.0B | $950.4M | ||
| Q3 25 | $1.0B | $951.8M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $975.6M | $1.0B | ||
| Q2 24 | $934.9M | $975.7M | ||
| Q1 24 | $901.7M | $940.2M |
总资产ACLSROCK
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.3B | $1.3B |
负债/权益比ACLSROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| 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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $26.2M |
| 自由现金流率自由现金流/营收 | -3.7% | 11.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $107.0M | $120.6M |
8季度趋势，按日历期对齐
经营现金流ACLSROCK
| Q4 25 | $-6.6M | $35.5M | ||
| Q3 25 | $45.4M | $73.0M | ||
| Q2 25 | $39.7M | $44.9M | ||
| Q1 25 | $39.8M | $13.7M | ||
| Q4 24 | $12.8M | $19.9M | ||
| Q3 24 | $45.7M | $64.7M | ||
| Q2 24 | $40.1M | $36.5M | ||
| Q1 24 | $42.2M | $53.2M |
自由现金流ACLSROCK
| Q4 25 | $-8.9M | $26.2M | ||
| Q3 25 | $43.3M | $64.8M | ||
| Q2 25 | $37.7M | $27.3M | ||
| Q1 25 | $34.8M | $2.3M | ||
| Q4 24 | $8.1M | $14.1M | ||
| Q3 24 | $41.8M | $60.5M | ||
| Q2 24 | $38.1M | $33.5M | ||
| Q1 24 | $40.6M | $48.8M |
自由现金流率ACLSROCK
| Q4 25 | -3.7% | 11.7% | ||
| Q3 25 | 20.3% | 20.8% | ||
| Q2 25 | 19.4% | 8.8% | ||
| Q1 25 | 18.1% | 0.8% | ||
| Q4 24 | 3.2% | 7.8% | ||
| Q3 24 | 16.3% | 21.8% | ||
| Q2 24 | 14.8% | 12.2% | ||
| Q1 24 | 16.1% | 16.7% |
资本支出强度ACLSROCK
| Q4 25 | 1.0% | 4.1% | ||
| Q3 25 | 0.9% | 2.6% | ||
| Q2 25 | 1.0% | 5.7% | ||
| Q1 25 | 2.6% | 3.9% | ||
| Q4 24 | 1.8% | 3.3% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 0.8% | 1.1% | ||
| Q1 24 | 0.6% | 1.5% |
现金转化率ACLSROCK
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 1.73× | ||
| Q1 25 | 1.39× | 0.65× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 1.90× | ||
| Q2 24 | 0.79× | 1.13× | ||
| Q1 24 | 0.82× | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
