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AXCELIS TECHNOLOGIES INC（ACLS）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$324.4M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 5.7%，领先8.7%），Revolve Group, Inc.同比增速更快（10.4% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
ACLS vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.4倍
$238.3M
营收增速更快
RVLV
高出16.0%
-5.6%
净利率更高
ACLS
高出8.7%
5.7%
自由现金流更多
ACLS
多$4.4M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $324.4M |
| 净利润 | $34.3M | $18.6M |
| 毛利率 | 47.0% | 53.3% |
| 营业利润率 | 15.2% | 6.3% |
| 净利率 | 14.4% | 5.7% |
| 营收同比 | -5.6% | 10.4% |
| 净利润同比 | -31.3% | 50.4% |
| 每股收益（稀释后） | $1.11 | $0.27 |
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ACLSRVLV
| Q4 25 | $238.3M | $324.4M | ||
| Q3 25 | $213.6M | $295.6M | ||
| Q2 25 | $194.5M | $309.0M | ||
| Q1 25 | $192.6M | $296.7M | ||
| Q4 24 | $252.4M | $293.7M | ||
| Q3 24 | $256.6M | $283.1M | ||
| Q2 24 | $256.5M | $282.5M | ||
| Q1 24 | $252.4M | $270.6M |
净利润ACLSRVLV
| Q4 25 | $34.3M | $18.6M | ||
| Q3 25 | $26.0M | $21.2M | ||
| Q2 25 | $31.4M | $10.2M | ||
| Q1 25 | $28.6M | $11.8M | ||
| Q4 24 | $50.0M | $12.3M | ||
| Q3 24 | $48.6M | $11.0M | ||
| Q2 24 | $50.9M | $15.4M | ||
| Q1 24 | $51.6M | $10.9M |
毛利率ACLSRVLV
| Q4 25 | 47.0% | 53.3% | ||
| Q3 25 | 41.6% | 54.6% | ||
| Q2 25 | 44.9% | 54.1% | ||
| Q1 25 | 46.1% | 52.0% | ||
| Q4 24 | 46.0% | 52.5% | ||
| Q3 24 | 42.9% | 51.2% | ||
| Q2 24 | 43.8% | 54.0% | ||
| Q1 24 | 46.0% | 52.3% |
营业利润率ACLSRVLV
| Q4 25 | 15.2% | 6.3% | ||
| Q3 25 | 11.7% | 7.1% | ||
| Q2 25 | 14.9% | 5.8% | ||
| Q1 25 | 15.1% | 5.0% | ||
| Q4 24 | 21.6% | 3.9% | ||
| Q3 24 | 18.3% | 5.0% | ||
| Q2 24 | 20.6% | 5.8% | ||
| Q1 24 | 22.4% | 3.4% |
净利率ACLSRVLV
| Q4 25 | 14.4% | 5.7% | ||
| Q3 25 | 12.2% | 7.2% | ||
| Q2 25 | 16.1% | 3.3% | ||
| Q1 25 | 14.8% | 4.0% | ||
| Q4 24 | 19.8% | 4.2% | ||
| Q3 24 | 18.9% | 3.9% | ||
| Q2 24 | 19.8% | 5.4% | ||
| Q1 24 | 20.4% | 4.0% |
每股收益（稀释后）ACLSRVLV
| Q4 25 | $1.11 | $0.27 | ||
| Q3 25 | $0.83 | $0.29 | ||
| Q2 25 | $0.98 | $0.14 | ||
| Q1 25 | $0.88 | $0.16 | ||
| Q4 24 | $1.54 | $0.18 | ||
| Q3 24 | $1.49 | $0.15 | ||
| Q2 24 | $1.55 | $0.21 | ||
| Q1 24 | $1.57 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $512.5M |
| 总资产 | $1.4B | $765.0M |
| 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ACLSRVLV
| Q4 25 | $374.3M | $292.3M | ||
| Q3 25 | $449.6M | $315.4M | ||
| Q2 25 | $549.8M | $310.7M | ||
| Q1 25 | $587.1M | $300.8M | ||
| Q4 24 | $571.3M | $256.6M | ||
| Q3 24 | $579.4M | $252.8M | ||
| Q2 24 | $548.3M | $244.7M | ||
| Q1 24 | $530.2M | $273.4M |
股东权益ACLSRVLV
| Q4 25 | $1.0B | $512.5M | ||
| Q3 25 | $1.0B | $490.2M | ||
| Q2 25 | $1.0B | $468.6M | ||
| Q1 25 | $1.0B | $453.4M | ||
| Q4 24 | $1.0B | $437.8M | ||
| Q3 24 | $975.6M | $420.8M | ||
| Q2 24 | $934.9M | $405.8M | ||
| Q1 24 | $901.7M | $389.9M |
总资产ACLSRVLV
| Q4 25 | $1.4B | $765.0M | ||
| Q3 25 | $1.4B | $751.3M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.3B | $670.9M | ||
| Q2 24 | $1.3B | $657.8M | ||
| Q1 24 | $1.3B | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-13.3M |
| 自由现金流率自由现金流/营收 | -3.7% | -4.1% |
| 资本支出强度资本支出/营收 | 1.0% | 1.0% |
| 现金转化率经营现金流/净利润 | -0.19× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流ACLSRVLV
| Q4 25 | $-6.6M | $-10.2M | ||
| Q3 25 | $45.4M | $11.8M | ||
| Q2 25 | $39.7M | $12.6M | ||
| Q1 25 | $39.8M | $45.1M | ||
| Q4 24 | $12.8M | $3.9M | ||
| Q3 24 | $45.7M | $9.1M | ||
| Q2 24 | $40.1M | $-24.7M | ||
| Q1 24 | $42.2M | $38.4M |
自由现金流ACLSRVLV
| Q4 25 | $-8.9M | $-13.3M | ||
| Q3 25 | $43.3M | $7.5M | ||
| Q2 25 | $37.7M | $10.4M | ||
| Q1 25 | $34.8M | $43.4M | ||
| Q4 24 | $8.1M | $2.1M | ||
| Q3 24 | $41.8M | $8.0M | ||
| Q2 24 | $38.1M | $-25.7M | ||
| Q1 24 | $40.6M | $36.7M |
自由现金流率ACLSRVLV
| Q4 25 | -3.7% | -4.1% | ||
| Q3 25 | 20.3% | 2.5% | ||
| Q2 25 | 19.4% | 3.4% | ||
| Q1 25 | 18.1% | 14.6% | ||
| Q4 24 | 3.2% | 0.7% | ||
| Q3 24 | 16.3% | 2.8% | ||
| Q2 24 | 14.8% | -9.1% | ||
| Q1 24 | 16.1% | 13.5% |
资本支出强度ACLSRVLV
| Q4 25 | 1.0% | 1.0% | ||
| Q3 25 | 0.9% | 1.5% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 2.6% | 0.6% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 0.8% | 0.4% | ||
| Q1 24 | 0.6% | 0.6% |
现金转化率ACLSRVLV
| Q4 25 | -0.19× | -0.55× | ||
| Q3 25 | 1.75× | 0.56× | ||
| Q2 25 | 1.27× | 1.24× | ||
| Q1 25 | 1.39× | 3.82× | ||
| Q4 24 | 0.26× | 0.32× | ||
| Q3 24 | 0.94× | 0.83× | ||
| Q2 24 | 0.79× | -1.60× | ||
| Q1 24 | 0.82× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
