vs
AXCELIS TECHNOLOGIES INC（ACLS）与ROGERS CORP（ROG）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ROGERS CORP的1.2倍（$238.3M vs $200.5M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 2.2%，领先12.1%），ROGERS CORP同比增速更快（5.2% vs -5.6%），ROGERS CORP自由现金流更多（$1.1M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
ACLS vs ROG — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$200.5M
营收增速更快
ROG
高出10.8%
-5.6%
净利率更高
ACLS
高出12.1%
2.2%
自由现金流更多
ROG
多$10.0M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $200.5M |
| 净利润 | $34.3M | $4.5M |
| 毛利率 | 47.0% | 32.2% |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 2.2% |
| 营收同比 | -5.6% | 5.2% |
| 净利润同比 | -31.3% | 421.4% |
| 每股收益（稀释后） | $1.11 | $0.25 |
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ACLSROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $238.3M | $201.5M | ||
| Q3 25 | $213.6M | $216.0M | ||
| Q2 25 | $194.5M | $202.8M | ||
| Q1 25 | $192.6M | $190.5M | ||
| Q4 24 | $252.4M | $192.2M | ||
| Q3 24 | $256.6M | $210.3M | ||
| Q2 24 | $256.5M | $214.2M |
净利润ACLSROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $34.3M | $4.6M | ||
| Q3 25 | $26.0M | $8.6M | ||
| Q2 25 | $31.4M | $-73.6M | ||
| Q1 25 | $28.6M | $-1.4M | ||
| Q4 24 | $50.0M | $-500.0K | ||
| Q3 24 | $48.6M | $10.7M | ||
| Q2 24 | $50.9M | $8.1M |
毛利率ACLSROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 47.0% | 31.5% | ||
| Q3 25 | 41.6% | 33.5% | ||
| Q2 25 | 44.9% | 31.6% | ||
| Q1 25 | 46.1% | 29.9% | ||
| Q4 24 | 46.0% | 32.1% | ||
| Q3 24 | 42.9% | 35.2% | ||
| Q2 24 | 43.8% | 34.1% |
营业利润率ACLSROG
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 3.5% | ||
| Q3 25 | 11.7% | 7.3% | ||
| Q2 25 | 14.9% | -33.3% | ||
| Q1 25 | 15.1% | -0.2% | ||
| Q4 24 | 21.6% | -6.6% | ||
| Q3 24 | 18.3% | 6.9% | ||
| Q2 24 | 20.6% | 5.3% |
净利率ACLSROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 14.4% | 2.3% | ||
| Q3 25 | 12.2% | 4.0% | ||
| Q2 25 | 16.1% | -36.3% | ||
| Q1 25 | 14.8% | -0.7% | ||
| Q4 24 | 19.8% | -0.3% | ||
| Q3 24 | 18.9% | 5.1% | ||
| Q2 24 | 19.8% | 3.8% |
每股收益（稀释后）ACLSROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.11 | $0.20 | ||
| Q3 25 | $0.83 | $0.48 | ||
| Q2 25 | $0.98 | $-4.00 | ||
| Q1 25 | $0.88 | $-0.08 | ||
| Q4 24 | $1.54 | $-0.04 | ||
| Q3 24 | $1.49 | $0.58 | ||
| Q2 24 | $1.55 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.2B |
| 总资产 | $1.4B | $1.4B |
| 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ACLSROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $374.3M | $197.0M | ||
| Q3 25 | $449.6M | $167.8M | ||
| Q2 25 | $549.8M | $157.2M | ||
| Q1 25 | $587.1M | $175.6M | ||
| Q4 24 | $571.3M | $159.8M | ||
| Q3 24 | $579.4M | $146.4M | ||
| Q2 24 | $548.3M | $119.9M |
股东权益ACLSROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $975.6M | $1.3B | ||
| Q2 24 | $934.9M | $1.3B |
总资产ACLSROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $1.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 0.5% |
| 资本支出强度资本支出/营收 | 1.0% | 2.3% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ACLSROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-6.6M | $46.9M | ||
| Q3 25 | $45.4M | $28.9M | ||
| Q2 25 | $39.7M | $13.7M | ||
| Q1 25 | $39.8M | $11.7M | ||
| Q4 24 | $12.8M | $33.7M | ||
| Q3 24 | $45.7M | $42.4M | ||
| Q2 24 | $40.1M | $22.9M |
自由现金流ACLSROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-8.9M | $42.2M | ||
| Q3 25 | $43.3M | $21.2M | ||
| Q2 25 | $37.7M | $5.6M | ||
| Q1 25 | $34.8M | $2.1M | ||
| Q4 24 | $8.1M | $18.3M | ||
| Q3 24 | $41.8M | $25.2M | ||
| Q2 24 | $38.1M | $8.8M |
自由现金流率ACLSROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -3.7% | 20.9% | ||
| Q3 25 | 20.3% | 9.8% | ||
| Q2 25 | 19.4% | 2.8% | ||
| Q1 25 | 18.1% | 1.1% | ||
| Q4 24 | 3.2% | 9.5% | ||
| Q3 24 | 16.3% | 12.0% | ||
| Q2 24 | 14.8% | 4.1% |
资本支出强度ACLSROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | 0.9% | 3.6% | ||
| Q2 25 | 1.0% | 4.0% | ||
| Q1 25 | 2.6% | 5.0% | ||
| Q4 24 | 1.8% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 0.8% | 6.6% |
现金转化率ACLSROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -0.19× | 10.20× | ||
| Q3 25 | 1.75× | 3.36× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 3.96× | ||
| Q2 24 | 0.79× | 2.83× |
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% |
ROG
暂无分部数据
