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AXCELIS TECHNOLOGIES INC（ACLS）与ServisFirst Bancshares, Inc.（SFBS）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ServisFirst Bancshares, Inc.的1.5倍（$238.3M vs $159.0M），ServisFirst Bancshares, Inc.净利率更高（52.2% vs 14.4%，领先37.8%），过去两年ServisFirst Bancshares, Inc.的营收复合增速更高（17.7% 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。
ServisFirst Bancshares是一家总部位于美国的银行控股公司，主要在美国东南部地区运营全服务银行网点，为中小企业、专业客户及个人消费者提供商业银行、个人银行、财富管理及抵押贷款等多元金融服务。
ACLS vs SFBS — 直观对比
营收规模更大
ACLS
是对方的1.5倍
$159.0M
净利率更高
SFBS
高出37.8%
14.4%
两年增速更快
SFBS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $159.0M |
| 净利润 | $34.3M | $83.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 52.2% |
| 营收同比 | -5.6% | — |
| 净利润同比 | -31.3% | 31.2% |
| 每股收益（稀释后） | $1.11 | $1.52 |
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ACLSSFBS
| Q1 26 | — | $159.0M | ||
| Q4 25 | $238.3M | $162.2M | ||
| Q3 25 | $213.6M | $136.3M | ||
| Q2 25 | $194.5M | $132.1M | ||
| Q1 25 | $192.6M | $131.8M | ||
| Q4 24 | $252.4M | $131.9M | ||
| Q3 24 | $256.6M | $123.7M | ||
| Q2 24 | $256.5M | $114.8M |
净利润ACLSSFBS
| Q1 26 | — | $83.0M | ||
| Q4 25 | $34.3M | $86.4M | ||
| Q3 25 | $26.0M | $65.6M | ||
| Q2 25 | $31.4M | $61.4M | ||
| Q1 25 | $28.6M | $63.2M | ||
| Q4 24 | $50.0M | $65.2M | ||
| Q3 24 | $48.6M | $59.9M | ||
| Q2 24 | $50.9M | $52.1M |
毛利率ACLSSFBS
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | — |
营业利润率ACLSSFBS
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 66.3% | ||
| Q3 25 | 11.7% | 57.8% | ||
| Q2 25 | 14.9% | 58.0% | ||
| Q1 25 | 15.1% | 60.0% | ||
| Q4 24 | 21.6% | 60.2% | ||
| Q3 24 | 18.3% | 58.5% | ||
| Q2 24 | 20.6% | 58.0% |
净利率ACLSSFBS
| Q1 26 | — | 52.2% | ||
| Q4 25 | 14.4% | 59.0% | ||
| Q3 25 | 12.2% | 48.1% | ||
| Q2 25 | 16.1% | 46.5% | ||
| Q1 25 | 14.8% | 48.0% | ||
| Q4 24 | 19.8% | 52.9% | ||
| Q3 24 | 18.9% | 48.4% | ||
| Q2 24 | 19.8% | 45.4% |
每股收益（稀释后）ACLSSFBS
| Q1 26 | — | $1.52 | ||
| Q4 25 | $1.11 | $1.58 | ||
| Q3 25 | $0.83 | $1.20 | ||
| Q2 25 | $0.98 | $1.12 | ||
| Q1 25 | $0.88 | $1.16 | ||
| Q4 24 | $1.54 | $1.19 | ||
| Q3 24 | $1.49 | $1.10 | ||
| Q2 24 | $1.55 | $0.95 |
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 | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.9B |
| 总资产 | $1.4B | $18.2B |
| 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ACLSSFBS
| Q1 26 | — | $1.8B | ||
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | — | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — |
股东权益ACLSSFBS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.0B | $1.8B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $975.6M | $1.6B | ||
| Q2 24 | $934.9M | $1.5B |
总资产ACLSSFBS
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.4B | $17.7B | ||
| Q3 25 | $1.4B | $17.6B | ||
| Q2 25 | $1.3B | $17.4B | ||
| Q1 25 | $1.3B | $18.6B | ||
| Q4 24 | $1.3B | $17.4B | ||
| Q3 24 | $1.3B | $16.4B | ||
| Q2 24 | $1.3B | $16.0B |
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% | — |
| 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ACLSSFBS
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $355.2M | ||
| Q3 25 | $45.4M | $140.9M | ||
| Q2 25 | $39.7M | $67.6M | ||
| Q1 25 | $39.8M | $48.0M | ||
| Q4 24 | $12.8M | $252.9M | ||
| Q3 24 | $45.7M | $84.0M | ||
| Q2 24 | $40.1M | $48.3M |
自由现金流ACLSSFBS
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — |
自由现金流率ACLSSFBS
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度ACLSSFBS
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ACLSSFBS
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 4.11× | ||
| Q3 25 | 1.75× | 2.15× | ||
| Q2 25 | 1.27× | 1.10× | ||
| Q1 25 | 1.39× | 0.76× | ||
| Q4 24 | 0.26× | 3.88× | ||
| Q3 24 | 0.94× | 1.40× | ||
| Q2 24 | 0.79× | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
