vs
AXCELIS TECHNOLOGIES INC（ACLS）与SL GREEN REALTY CORP（SLG）财务数据对比。点击上方公司名可切换其他公司
SL GREEN REALTY CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.2倍（$276.5M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -36.5%，领先50.9%），SL GREEN REALTY CORP同比增速更快（12.4% vs -5.6%），过去两年SL GREEN REALTY CORP的营收复合增速更高（21.3% 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。
SL Green Realty Corp是一家房地产投资信托企业，核心业务为投资纽约市的写字楼与商业中心，被誉为“纽约市最大的写字楼业主”。截至2024年12月31日，公司持有39处物业的权益，总面积达2529.7万平方英尺，资产主要分布在曼哈顿区域。
ACLS vs SLG — 直观对比
营收规模更大
SLG
是对方的1.2倍
$238.3M
营收增速更快
SLG
高出18.0%
-5.6%
净利率更高
ACLS
高出50.9%
-36.5%
两年增速更快
SLG
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $276.5M |
| 净利润 | $34.3M | $-100.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 64.2% |
| 净利率 | 14.4% | -36.5% |
| 营收同比 | -5.6% | 12.4% |
| 净利润同比 | -31.3% | -870.0% |
| 每股收益（稀释后） | $1.11 | $-1.49 |
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ACLSSLG
| Q4 25 | $238.3M | $276.5M | ||
| Q3 25 | $213.6M | $244.8M | ||
| Q2 25 | $194.5M | $241.9M | ||
| Q1 25 | $192.6M | $239.8M | ||
| Q4 24 | $252.4M | $245.9M | ||
| Q3 24 | $256.6M | $229.7M | ||
| Q2 24 | $256.5M | $222.8M | ||
| Q1 24 | $252.4M | $187.9M |
净利润ACLSSLG
| Q4 25 | $34.3M | $-100.8M | ||
| Q3 25 | $26.0M | $28.6M | ||
| Q2 25 | $31.4M | $-7.4M | ||
| Q1 25 | $28.6M | $-17.3M | ||
| Q4 24 | $50.0M | $19.1M | ||
| Q3 24 | $48.6M | $-9.5M | ||
| Q2 24 | $50.9M | $1.6M | ||
| Q1 24 | $51.6M | $16.9M |
毛利率ACLSSLG
| 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% | — | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSSLG
| Q4 25 | 15.2% | 64.2% | ||
| Q3 25 | 11.7% | 85.5% | ||
| Q2 25 | 14.9% | 53.4% | ||
| Q1 25 | 15.1% | 56.7% | ||
| Q4 24 | 21.6% | 59.8% | ||
| Q3 24 | 18.3% | 65.1% | ||
| Q2 24 | 20.6% | 79.2% | ||
| Q1 24 | 22.4% | — |
净利率ACLSSLG
| Q4 25 | 14.4% | -36.5% | ||
| Q3 25 | 12.2% | 11.7% | ||
| Q2 25 | 16.1% | -3.0% | ||
| Q1 25 | 14.8% | -7.2% | ||
| Q4 24 | 19.8% | 7.8% | ||
| Q3 24 | 18.9% | -4.2% | ||
| Q2 24 | 19.8% | 0.7% | ||
| Q1 24 | 20.4% | 9.0% |
每股收益（稀释后）ACLSSLG
| Q4 25 | $1.11 | $-1.49 | ||
| Q3 25 | $0.83 | $0.34 | ||
| Q2 25 | $0.98 | $-0.16 | ||
| Q1 25 | $0.88 | $-0.30 | ||
| Q4 24 | $1.54 | $0.13 | ||
| Q3 24 | $1.49 | $-0.21 | ||
| Q2 24 | $1.55 | $-0.04 | ||
| Q1 24 | $1.57 | $0.20 |
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 | $155.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $3.7B |
| 总资产 | $1.4B | $11.1B |
| 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ACLSSLG
| Q4 25 | $374.3M | $155.7M | ||
| Q3 25 | $449.6M | $187.0M | ||
| Q2 25 | $549.8M | $182.9M | ||
| Q1 25 | $587.1M | $180.1M | ||
| Q4 24 | $571.3M | $184.3M | ||
| Q3 24 | $579.4M | $188.2M | ||
| Q2 24 | $548.3M | $199.5M | ||
| Q1 24 | $530.2M | $196.0M |
股东权益ACLSSLG
| Q4 25 | $1.0B | $3.7B | ||
| Q3 25 | $1.0B | $3.8B | ||
| Q2 25 | $1.0B | $3.8B | ||
| Q1 25 | $1.0B | $3.8B | ||
| Q4 24 | $1.0B | $4.0B | ||
| Q3 24 | $975.6M | $3.6B | ||
| Q2 24 | $934.9M | $3.7B | ||
| Q1 24 | $901.7M | $3.7B |
总资产ACLSSLG
| Q4 25 | $1.4B | $11.1B | ||
| Q3 25 | $1.4B | $11.1B | ||
| Q2 25 | $1.3B | $11.3B | ||
| Q1 25 | $1.3B | $11.4B | ||
| Q4 24 | $1.3B | $10.5B | ||
| Q3 24 | $1.3B | $10.2B | ||
| Q2 24 | $1.3B | $9.5B | ||
| Q1 24 | $1.3B | $9.8B |
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 | $82.9M |
| 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ACLSSLG
| Q4 25 | $-6.6M | $82.9M | ||
| Q3 25 | $45.4M | $-6.8M | ||
| Q2 25 | $39.7M | $54.5M | ||
| Q1 25 | $39.8M | $6.7M | ||
| Q4 24 | $12.8M | $129.6M | ||
| Q3 24 | $45.7M | $16.7M | ||
| Q2 24 | $40.1M | $79.4M | ||
| Q1 24 | $42.2M | $-24.7M |
自由现金流ACLSSLG
| 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 | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSSLG
| 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% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSSLG
| 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% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSSLG
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | -0.24× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 6.77× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 50.33× | ||
| Q1 24 | 0.82× | -1.46× |
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% |
SLG
| Real Estate Segment | $223.1M | 81% |
| Other | $35.9M | 13% |
| Debt And Preferred Equity Segment | $17.4M | 6% |
