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AXCELIS TECHNOLOGIES INC（ACLS）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
全食超市的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$340.2M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 7.4%，领先7.0%），全食超市同比增速更快（-0.3% vs -5.6%），全食超市自由现金流更多（$48.0M vs $-8.9M），过去两年全食超市的营收复合增速更高（3.0% 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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
ACLS vs SMPL — 直观对比
营收规模更大
SMPL
是对方的1.4倍
$238.3M
营收增速更快
SMPL
高出5.3%
-5.6%
净利率更高
ACLS
高出7.0%
7.4%
自由现金流更多
SMPL
多$56.9M
$-8.9M
两年增速更快
SMPL
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $340.2M |
| 净利润 | $34.3M | $25.3M |
| 毛利率 | 47.0% | 32.3% |
| 营业利润率 | 15.2% | 11.0% |
| 净利率 | 14.4% | 7.4% |
| 营收同比 | -5.6% | -0.3% |
| 净利润同比 | -31.3% | -33.7% |
| 每股收益（稀释后） | $1.11 | $0.26 |
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ACLSSMPL
| Q4 25 | $238.3M | $340.2M | ||
| Q3 25 | $213.6M | — | ||
| Q2 25 | $194.5M | $381.0M | ||
| Q1 25 | $192.6M | — | ||
| Q4 24 | $252.4M | $341.3M | ||
| Q3 24 | $256.6M | $375.7M | ||
| Q2 24 | $256.5M | $334.8M | ||
| Q1 24 | $252.4M | $312.2M |
净利润ACLSSMPL
| Q4 25 | $34.3M | $25.3M | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | $41.1M | ||
| Q1 25 | $28.6M | — | ||
| Q4 24 | $50.0M | $38.1M | ||
| Q3 24 | $48.6M | $29.3M | ||
| Q2 24 | $50.9M | $41.3M | ||
| Q1 24 | $51.6M | $33.1M |
毛利率ACLSSMPL
| Q4 25 | 47.0% | 32.3% | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | 36.4% | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | 38.2% | ||
| Q3 24 | 42.9% | 38.8% | ||
| Q2 24 | 43.8% | 39.9% | ||
| Q1 24 | 46.0% | 37.4% |
营业利润率ACLSSMPL
| Q4 25 | 15.2% | 11.0% | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | 15.6% | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 21.6% | 16.0% | ||
| Q3 24 | 18.3% | 12.7% | ||
| Q2 24 | 20.6% | 17.6% | ||
| Q1 24 | 22.4% | 15.4% |
净利率ACLSSMPL
| Q4 25 | 14.4% | 7.4% | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | 10.8% | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 19.8% | 11.2% | ||
| Q3 24 | 18.9% | 7.8% | ||
| Q2 24 | 19.8% | 12.3% | ||
| Q1 24 | 20.4% | 10.6% |
每股收益（稀释后）ACLSSMPL
| Q4 25 | $1.11 | $0.26 | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | $0.40 | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | $0.38 | ||
| Q3 24 | $1.49 | $0.29 | ||
| Q2 24 | $1.55 | $0.41 | ||
| Q1 24 | $1.57 | $0.33 |
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 | $194.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.7B |
| 总资产 | $1.4B | $2.5B |
| 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ACLSSMPL
| Q4 25 | $374.3M | $194.1M | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | $98.0M | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | $121.8M | ||
| Q3 24 | $579.4M | $132.5M | ||
| Q2 24 | $548.3M | $208.7M | ||
| Q1 24 | $530.2M | $135.9M |
总债务ACLSSMPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $397.5M | ||
| Q2 24 | — | $237.7M | ||
| Q1 24 | — | $237.7M |
股东权益ACLSSMPL
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $975.6M | $1.7B | ||
| Q2 24 | $934.9M | $1.7B | ||
| Q1 24 | $901.7M | $1.6B |
总资产ACLSSMPL
| Q4 25 | $1.4B | $2.5B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.3B | $2.4B | ||
| Q2 24 | $1.3B | $2.2B | ||
| Q1 24 | $1.3B | $2.1B |
负债/权益比ACLSSMPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $48.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 14.1% |
| 资本支出强度资本支出/营收 | 1.0% | 0.6% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $223.6M |
8季度趋势，按日历期对齐
经营现金流ACLSSMPL
| Q4 25 | $-6.6M | $50.1M | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | $101.1M | ||
| Q1 25 | $39.8M | — | ||
| Q4 24 | $12.8M | $32.0M | ||
| Q3 24 | $45.7M | $48.9M | ||
| Q2 24 | $40.1M | $72.8M | ||
| Q1 24 | $42.2M | $46.5M |
自由现金流ACLSSMPL
| Q4 25 | $-8.9M | $48.0M | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | $98.9M | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | $31.7M | ||
| Q3 24 | $41.8M | $45.0M | ||
| Q2 24 | $38.1M | $72.0M | ||
| Q1 24 | $40.6M | $46.1M |
自由现金流率ACLSSMPL
| Q4 25 | -3.7% | 14.1% | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | 25.9% | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | 9.3% | ||
| Q3 24 | 16.3% | 12.0% | ||
| Q2 24 | 14.8% | 21.5% | ||
| Q1 24 | 16.1% | 14.8% |
资本支出强度ACLSSMPL
| Q4 25 | 1.0% | 0.6% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | 0.6% | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.5% | 1.0% | ||
| Q2 24 | 0.8% | 0.2% | ||
| Q1 24 | 0.6% | 0.1% |
现金转化率ACLSSMPL
| Q4 25 | -0.19× | 1.98× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | 2.46× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 0.84× | ||
| Q3 24 | 0.94× | 1.67× | ||
| Q2 24 | 0.79× | 1.76× | ||
| Q1 24 | 0.82× | 1.40× |
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% |
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
