vs
AXCELIS TECHNOLOGIES INC（ACLS）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.1倍（$238.3M vs $217.4M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.4%，领先13.0%），Rapid7, Inc.同比增速更快（0.5% vs -5.6%），Rapid7, Inc.自由现金流更多（$36.4M vs $-8.9M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% 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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
ACLS vs RPD — 直观对比
营收规模更大
ACLS
是对方的1.1倍
$217.4M
营收增速更快
RPD
高出6.1%
-5.6%
净利率更高
ACLS
高出13.0%
1.4%
自由现金流更多
RPD
多$45.3M
$-8.9M
两年增速更快
RPD
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $217.4M |
| 净利润 | $34.3M | $3.1M |
| 毛利率 | 47.0% | 68.9% |
| 营业利润率 | 15.2% | 1.0% |
| 净利率 | 14.4% | 1.4% |
| 营收同比 | -5.6% | 0.5% |
| 净利润同比 | -31.3% | 44.1% |
| 每股收益（稀释后） | $1.11 | $0.05 |
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ACLSRPD
| Q4 25 | $238.3M | $217.4M | ||
| Q3 25 | $213.6M | $218.0M | ||
| Q2 25 | $194.5M | $214.2M | ||
| Q1 25 | $192.6M | $210.3M | ||
| Q4 24 | $252.4M | $216.3M | ||
| Q3 24 | $256.6M | $214.7M | ||
| Q2 24 | $256.5M | $208.0M | ||
| Q1 24 | $252.4M | $205.1M |
净利润ACLSRPD
| Q4 25 | $34.3M | $3.1M | ||
| Q3 25 | $26.0M | $9.8M | ||
| Q2 25 | $31.4M | $8.3M | ||
| Q1 25 | $28.6M | $2.1M | ||
| Q4 24 | $50.0M | $2.2M | ||
| Q3 24 | $48.6M | $15.4M | ||
| Q2 24 | $50.9M | $6.5M | ||
| Q1 24 | $51.6M | $1.4M |
毛利率ACLSRPD
| Q4 25 | 47.0% | 68.9% | ||
| Q3 25 | 41.6% | 70.2% | ||
| Q2 25 | 44.9% | 70.6% | ||
| Q1 25 | 46.1% | 71.7% | ||
| Q4 24 | 46.0% | 69.5% | ||
| Q3 24 | 42.9% | 70.6% | ||
| Q2 24 | 43.8% | 70.7% | ||
| Q1 24 | 46.0% | 70.3% |
营业利润率ACLSRPD
| Q4 25 | 15.2% | 1.0% | ||
| Q3 25 | 11.7% | 2.7% | ||
| Q2 25 | 14.9% | 1.6% | ||
| Q1 25 | 15.1% | -0.0% | ||
| Q4 24 | 21.6% | 3.4% | ||
| Q3 24 | 18.3% | 6.0% | ||
| Q2 24 | 20.6% | 2.5% | ||
| Q1 24 | 22.4% | 4.7% |
净利率ACLSRPD
| Q4 25 | 14.4% | 1.4% | ||
| Q3 25 | 12.2% | 4.5% | ||
| Q2 25 | 16.1% | 3.9% | ||
| Q1 25 | 14.8% | 1.0% | ||
| Q4 24 | 19.8% | 1.0% | ||
| Q3 24 | 18.9% | 7.2% | ||
| Q2 24 | 19.8% | 3.1% | ||
| Q1 24 | 20.4% | 0.7% |
每股收益（稀释后）ACLSRPD
| Q4 25 | $1.11 | $0.05 | ||
| Q3 25 | $0.83 | $0.15 | ||
| Q2 25 | $0.98 | $0.13 | ||
| Q1 25 | $0.88 | $0.03 | ||
| Q4 24 | $1.54 | $0.08 | ||
| Q3 24 | $1.49 | $0.21 | ||
| Q2 24 | $1.55 | $0.09 | ||
| Q1 24 | $1.57 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $154.7M |
| 总资产 | $1.4B | $1.7B |
| 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ACLSRPD
| Q4 25 | $374.3M | $474.7M | ||
| Q3 25 | $449.6M | $407.1M | ||
| Q2 25 | $549.8M | $511.7M | ||
| Q1 25 | $587.1M | $493.5M | ||
| Q4 24 | $571.3M | $521.7M | ||
| Q3 24 | $579.4M | $443.7M | ||
| Q2 24 | $548.3M | $442.6M | ||
| Q1 24 | $530.2M | $411.7M |
股东权益ACLSRPD
| Q4 25 | $1.0B | $154.7M | ||
| Q3 25 | $1.0B | $127.2M | ||
| Q2 25 | $1.0B | $90.4M | ||
| Q1 25 | $1.0B | $52.7M | ||
| Q4 24 | $1.0B | $17.7M | ||
| Q3 24 | $975.6M | $-5.1M | ||
| Q2 24 | $934.9M | $-52.6M | ||
| Q1 24 | $901.7M | $-86.4M |
总资产ACLSRPD
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $36.4M |
| 自由现金流率自由现金流/营收 | -3.7% | 16.8% |
| 资本支出强度资本支出/营收 | 1.0% | 0.5% |
| 现金转化率经营现金流/净利润 | -0.19× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $146.2M |
8季度趋势，按日历期对齐
经营现金流ACLSRPD
| Q4 25 | $-6.6M | $37.6M | ||
| Q3 25 | $45.4M | $39.0M | ||
| Q2 25 | $39.7M | $47.5M | ||
| Q1 25 | $39.8M | $29.8M | ||
| Q4 24 | $12.8M | $63.8M | ||
| Q3 24 | $45.7M | $44.0M | ||
| Q2 24 | $40.1M | $32.9M | ||
| Q1 24 | $42.2M | $31.1M |
自由现金流ACLSRPD
| Q4 25 | $-8.9M | $36.4M | ||
| Q3 25 | $43.3M | $34.8M | ||
| Q2 25 | $37.7M | $46.6M | ||
| Q1 25 | $34.8M | $28.4M | ||
| Q4 24 | $8.1M | $62.6M | ||
| Q3 24 | $41.8M | $42.6M | ||
| Q2 24 | $38.1M | $32.6M | ||
| Q1 24 | $40.6M | $30.4M |
自由现金流率ACLSRPD
| Q4 25 | -3.7% | 16.8% | ||
| Q3 25 | 20.3% | 16.0% | ||
| Q2 25 | 19.4% | 21.8% | ||
| Q1 25 | 18.1% | 13.5% | ||
| Q4 24 | 3.2% | 28.9% | ||
| Q3 24 | 16.3% | 19.9% | ||
| Q2 24 | 14.8% | 15.7% | ||
| Q1 24 | 16.1% | 14.8% |
资本支出强度ACLSRPD
| Q4 25 | 1.0% | 0.5% | ||
| Q3 25 | 0.9% | 1.9% | ||
| Q2 25 | 1.0% | 0.4% | ||
| Q1 25 | 2.6% | 0.6% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 0.8% | 0.1% | ||
| Q1 24 | 0.6% | 0.3% |
现金转化率ACLSRPD
| Q4 25 | -0.19× | 12.01× | ||
| Q3 25 | 1.75× | 3.97× | ||
| Q2 25 | 1.27× | 5.70× | ||
| Q1 25 | 1.39× | 14.14× | ||
| Q4 24 | 0.26× | 29.36× | ||
| Q3 24 | 0.94× | 2.85× | ||
| Q2 24 | 0.79× | 5.03× | ||
| Q1 24 | 0.82× | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
