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AXCELIS TECHNOLOGIES INC（ACLS）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$342.1M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -1.9%，领先16.3%），Stitch Fix, Inc.同比增速更快（7.3% vs -5.6%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $-8.9M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% 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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
ACLS vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.4倍
$238.3M
营收增速更快
SFIX
高出12.9%
-5.6%
净利率更高
ACLS
高出16.3%
-1.9%
自由现金流更多
SFIX
多$14.5M
$-8.9M
两年增速更快
SFIX
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $342.1M |
| 净利润 | $34.3M | $-6.4M |
| 毛利率 | 47.0% | 43.6% |
| 营业利润率 | 15.2% | -2.5% |
| 净利率 | 14.4% | -1.9% |
| 营收同比 | -5.6% | 7.3% |
| 净利润同比 | -31.3% | -1.7% |
| 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ACLSSFIX
| Q4 25 | $238.3M | $342.1M | ||
| Q3 25 | $213.6M | $311.2M | ||
| Q2 25 | $194.5M | $325.0M | ||
| Q1 25 | $192.6M | $312.1M | ||
| Q4 24 | $252.4M | $318.8M | ||
| Q3 24 | $256.6M | $319.6M | ||
| Q2 24 | $256.5M | $322.7M | ||
| Q1 24 | $252.4M | $330.4M |
净利润ACLSSFIX
| Q4 25 | $34.3M | $-6.4M | ||
| Q3 25 | $26.0M | $-8.6M | ||
| Q2 25 | $31.4M | $-7.4M | ||
| Q1 25 | $28.6M | $-6.5M | ||
| Q4 24 | $50.0M | $-6.3M | ||
| Q3 24 | $48.6M | $-36.5M | ||
| Q2 24 | $50.9M | $-21.3M | ||
| Q1 24 | $51.6M | $-35.5M |
毛利率ACLSSFIX
| Q4 25 | 47.0% | 43.6% | ||
| Q3 25 | 41.6% | 43.6% | ||
| Q2 25 | 44.9% | 44.2% | ||
| Q1 25 | 46.1% | 44.5% | ||
| Q4 24 | 46.0% | 45.4% | ||
| Q3 24 | 42.9% | 44.6% | ||
| Q2 24 | 43.8% | 45.5% | ||
| Q1 24 | 46.0% | 43.4% |
营业利润率ACLSSFIX
| Q4 25 | 15.2% | -2.5% | ||
| Q3 25 | 11.7% | -3.6% | ||
| Q2 25 | 14.9% | -3.0% | ||
| Q1 25 | 15.1% | -2.9% | ||
| Q4 24 | 21.6% | -2.8% | ||
| Q3 24 | 18.3% | -13.1% | ||
| Q2 24 | 20.6% | -7.7% | ||
| Q1 24 | 22.4% | -11.5% |
净利率ACLSSFIX
| Q4 25 | 14.4% | -1.9% | ||
| Q3 25 | 12.2% | -2.8% | ||
| Q2 25 | 16.1% | -2.3% | ||
| Q1 25 | 14.8% | -2.1% | ||
| Q4 24 | 19.8% | -2.0% | ||
| Q3 24 | 18.9% | -11.4% | ||
| Q2 24 | 19.8% | -6.6% | ||
| Q1 24 | 20.4% | -10.8% |
每股收益（稀释后）ACLSSFIX
| Q4 25 | $1.11 | $-0.05 | ||
| Q3 25 | $0.83 | $-0.06 | ||
| Q2 25 | $0.98 | $-0.06 | ||
| Q1 25 | $0.88 | $-0.05 | ||
| Q4 24 | $1.54 | $-0.05 | ||
| Q3 24 | $1.49 | $-0.29 | ||
| Q2 24 | $1.55 | $-0.18 | ||
| Q1 24 | $1.57 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $204.1M |
| 总资产 | $1.4B | $530.7M |
| 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ACLSSFIX
| Q4 25 | $374.3M | $244.2M | ||
| Q3 25 | $449.6M | $234.9M | ||
| Q2 25 | $549.8M | $234.2M | ||
| Q1 25 | $587.1M | $219.1M | ||
| Q4 24 | $571.3M | $253.3M | ||
| Q3 24 | $579.4M | $247.0M | ||
| Q2 24 | $548.3M | $244.5M | ||
| Q1 24 | $530.2M | $229.8M |
股东权益ACLSSFIX
| Q4 25 | $1.0B | $204.1M | ||
| Q3 25 | $1.0B | $203.0M | ||
| Q2 25 | $1.0B | $200.4M | ||
| Q1 25 | $1.0B | $197.8M | ||
| Q4 24 | $1.0B | $190.5M | ||
| Q3 24 | $975.6M | $187.0M | ||
| Q2 24 | $934.9M | $208.9M | ||
| Q1 24 | $901.7M | $213.3M |
总资产ACLSSFIX
| Q4 25 | $1.4B | $530.7M | ||
| Q3 25 | $1.4B | $480.6M | ||
| Q2 25 | $1.3B | $484.7M | ||
| Q1 25 | $1.3B | $472.6M | ||
| Q4 24 | $1.3B | $507.1M | ||
| Q3 24 | $1.3B | $486.9M | ||
| Q2 24 | $1.3B | $537.0M | ||
| Q1 24 | $1.3B | $538.3M |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $5.6M |
| 自由现金流率自由现金流/营收 | -3.7% | 1.6% |
| 资本支出强度资本支出/营收 | 1.0% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流ACLSSFIX
| Q4 25 | $-6.6M | $10.9M | ||
| Q3 25 | $45.4M | $7.0M | ||
| Q2 25 | $39.7M | $20.5M | ||
| Q1 25 | $39.8M | $-16.2M | ||
| Q4 24 | $12.8M | $14.3M | ||
| Q3 24 | $45.7M | $8.2M | ||
| Q2 24 | $40.1M | $21.7M | ||
| Q1 24 | $42.2M | $-22.3M |
自由现金流ACLSSFIX
| Q4 25 | $-8.9M | $5.6M | ||
| Q3 25 | $43.3M | $2.8M | ||
| Q2 25 | $37.7M | $16.0M | ||
| Q1 25 | $34.8M | $-19.4M | ||
| Q4 24 | $8.1M | $9.9M | ||
| Q3 24 | $41.8M | $4.5M | ||
| Q2 24 | $38.1M | $18.9M | ||
| Q1 24 | $40.6M | $-26.1M |
自由现金流率ACLSSFIX
| Q4 25 | -3.7% | 1.6% | ||
| Q3 25 | 20.3% | 0.9% | ||
| Q2 25 | 19.4% | 4.9% | ||
| Q1 25 | 18.1% | -6.2% | ||
| Q4 24 | 3.2% | 3.1% | ||
| Q3 24 | 16.3% | 1.4% | ||
| Q2 24 | 14.8% | 5.9% | ||
| Q1 24 | 16.1% | -7.9% |
资本支出强度ACLSSFIX
| Q4 25 | 1.0% | 1.6% | ||
| Q3 25 | 0.9% | 1.4% | ||
| Q2 25 | 1.0% | 1.4% | ||
| Q1 25 | 2.6% | 1.0% | ||
| Q4 24 | 1.8% | 1.4% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 0.8% | 0.9% | ||
| Q1 24 | 0.6% | 1.1% |
现金转化率ACLSSFIX
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | — |
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% |
SFIX
暂无分部数据
