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AXCELIS TECHNOLOGIES INC（ACLS）与RAYONIER INC（RYN）财务数据对比。点击上方公司名可切换其他公司
RAYONIER INC的季度营收约是AXCELIS TECHNOLOGIES INC的1.2倍（$276.8M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -4.5%，领先18.9%），RAYONIER INC同比增速更快（233.9% vs -5.6%），过去两年RAYONIER INC的营收复合增速更高（66.7% 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。
Rayonier Inc.是总部位于佛罗里达州怀尔德莱特的林地房地产投资信托（REIT），资产分布在美国和新西兰的软木种植区域，核心业务板块为木材业务与房地产业务。
ACLS vs RYN — 直观对比
营收规模更大
RYN
是对方的1.2倍
$238.3M
营收增速更快
RYN
高出239.5%
-5.6%
净利率更高
ACLS
高出18.9%
-4.5%
两年增速更快
RYN
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $276.8M |
| 净利润 | $34.3M | $-12.4M |
| 毛利率 | 47.0% | 100.0% |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | -4.5% |
| 营收同比 | -5.6% | 233.9% |
| 净利润同比 | -31.3% | -264.7% |
| 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ACLSRYN
| Q1 26 | — | $276.8M | ||
| Q4 25 | $238.3M | $117.5M | ||
| Q3 25 | $213.6M | $177.5M | ||
| Q2 25 | $194.5M | $106.5M | ||
| Q1 25 | $192.6M | $82.9M | ||
| Q4 24 | $252.4M | $650.5M | ||
| Q3 24 | $256.6M | $124.1M | ||
| Q2 24 | $256.5M | $99.6M |
净利润ACLSRYN
| Q1 26 | — | $-12.4M | ||
| Q4 25 | $34.3M | $25.9M | ||
| Q3 25 | $26.0M | $43.2M | ||
| Q2 25 | $31.4M | $408.7M | ||
| Q1 25 | $28.6M | $-3.4M | ||
| Q4 24 | $50.0M | $327.1M | ||
| Q3 24 | $48.6M | $28.8M | ||
| Q2 24 | $50.9M | $1.9M |
毛利率ACLSRYN
| Q1 26 | — | 100.0% | ||
| Q4 25 | 47.0% | 41.9% | ||
| Q3 25 | 41.6% | 32.9% | ||
| Q2 25 | 44.9% | 29.7% | ||
| Q1 25 | 46.1% | 21.7% | ||
| Q4 24 | 46.0% | 53.8% | ||
| Q3 24 | 42.9% | 30.4% | ||
| Q2 24 | 43.8% | 25.4% |
营业利润率ACLSRYN
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 23.0% | ||
| Q3 25 | 11.7% | 23.5% | ||
| Q2 25 | 14.9% | 13.7% | ||
| Q1 25 | 15.1% | 0.1% | ||
| Q4 24 | 21.6% | 47.7% | ||
| Q3 24 | 18.3% | 15.2% | ||
| Q2 24 | 20.6% | 4.6% |
净利率ACLSRYN
| Q1 26 | — | -4.5% | ||
| Q4 25 | 14.4% | 22.1% | ||
| Q3 25 | 12.2% | 24.3% | ||
| Q2 25 | 16.1% | 383.6% | ||
| Q1 25 | 14.8% | -4.1% | ||
| Q4 24 | 19.8% | 45.1% | ||
| Q3 24 | 18.9% | 23.2% | ||
| Q2 24 | 19.8% | 1.9% |
每股收益（稀释后）ACLSRYN
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $0.14 | ||
| Q3 25 | $0.83 | $0.28 | ||
| Q2 25 | $0.98 | $2.63 | ||
| Q1 25 | $0.88 | $-0.02 | ||
| Q4 24 | $1.54 | $2.18 | ||
| Q3 24 | $1.49 | $0.19 | ||
| Q2 24 | $1.55 | $0.01 |
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 | $681.7M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $1.0B | $5.3B |
| 总资产 | $1.4B | $7.7B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资ACLSRYN
| Q1 26 | — | $681.7M | ||
| Q4 25 | $374.3M | $842.9M | ||
| Q3 25 | $449.6M | $919.6M | ||
| Q2 25 | $549.8M | $892.3M | ||
| Q1 25 | $587.1M | $216.2M | ||
| Q4 24 | $571.3M | $303.1M | ||
| Q3 24 | $579.4M | $51.9M | ||
| Q2 24 | $548.3M | $120.2M |
总债务ACLSRYN
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $845.3M | ||
| Q3 25 | — | $845.1M | ||
| Q2 25 | — | $844.9M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.4B |
股东权益ACLSRYN
| Q1 26 | — | $5.3B | ||
| Q4 25 | $1.0B | $2.2B | ||
| Q3 25 | $1.0B | $2.3B | ||
| Q2 25 | $1.0B | $2.3B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $975.6M | $1.8B | ||
| Q2 24 | $934.9M | $1.8B |
总资产ACLSRYN
| Q1 26 | — | $7.7B | ||
| Q4 25 | $1.4B | $3.4B | ||
| Q3 25 | $1.4B | $3.5B | ||
| Q2 25 | $1.3B | $3.5B | ||
| Q1 25 | $1.3B | $3.4B | ||
| Q4 24 | $1.3B | $3.5B | ||
| Q3 24 | $1.3B | $3.5B | ||
| Q2 24 | $1.3B | $3.5B |
负债/权益比ACLSRYN
| Q1 26 | — | 0.39× | ||
| Q4 25 | — | 0.38× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.72× | ||
| Q2 24 | — | 0.75× |
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% | 7.4% |
| 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ACLSRYN
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $256.7M | ||
| Q3 25 | $45.4M | $116.2M | ||
| Q2 25 | $39.7M | $61.0M | ||
| Q1 25 | $39.8M | $27.7M | ||
| Q4 24 | $12.8M | $261.6M | ||
| Q3 24 | $45.7M | $66.2M | ||
| Q2 24 | $40.1M | $55.3M |
自由现金流ACLSRYN
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $99.9M | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $42.2M | ||
| Q2 24 | $38.1M | — |
自由现金流率ACLSRYN
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | 56.3% | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | 34.0% | ||
| Q2 24 | 14.8% | — |
资本支出强度ACLSRYN
| Q1 26 | — | 7.4% | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 9.2% | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 19.3% | ||
| Q2 24 | 0.8% | — |
现金转化率ACLSRYN
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 9.91× | ||
| Q3 25 | 1.75× | 2.69× | ||
| Q2 25 | 1.27× | 0.15× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 0.80× | ||
| Q3 24 | 0.94× | 2.30× | ||
| Q2 24 | 0.79× | 29.07× |
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% |
RYN
| Wood Products | $108.5M | 39% |
| Southern Timber | $88.7M | 32% |
| Real Estate | $59.8M | 22% |
| Northwest Timber | $32.1M | 12% |
