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AXCELIS TECHNOLOGIES INC(ACLS)与Sprout Social, Inc.(SPT)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Sprout Social, Inc.的2.0倍($238.3M vs $120.9M),Sprout Social, Inc.同比增速更快(12.9% vs -5.6%),Sprout Social, Inc.自由现金流更多($9.9M vs $-8.9M),过去两年Sprout Social, Inc.的营收复合增速更高(11.8% 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。
Sprout Social, Inc.是一家提供社交媒体管理平台服务的科技企业,由贾斯汀·霍华德等四位创始人在2010年成立,总部位于美国芝加哥,目前是一家上市企业。其推出的平台能够帮助企业统一管理多渠道社媒账号,开展营销互动与数据分析工作。
ACLS vs SPT — 直观对比
营收规模更大
ACLS
是对方的2.0倍
$120.9M
营收增速更快
SPT
高出18.5%
-5.6%
自由现金流更多
SPT
多$18.8M
$-8.9M
两年增速更快
SPT
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $238.3M | $120.9M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | 77.6% |
| 营业利润率 | 15.2% | -9.0% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 12.9% |
| 净利润同比 | -31.3% | — |
| 每股收益(稀释后) | $1.11 | $-0.18 |
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
ACLS
SPT
| Q4 25 | $238.3M | $120.9M | ||
| Q3 25 | $213.6M | $115.6M | ||
| Q2 25 | $194.5M | $111.8M | ||
| Q1 25 | $192.6M | $109.3M | ||
| Q4 24 | $252.4M | $107.1M | ||
| Q3 24 | $256.6M | $102.6M | ||
| Q2 24 | $256.5M | $99.4M | ||
| Q1 24 | $252.4M | $96.8M |
净利润
ACLS
SPT
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $-9.4M | ||
| Q2 25 | $31.4M | $-12.0M | ||
| Q1 25 | $28.6M | $-11.2M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $-17.1M | ||
| Q2 24 | $50.9M | $-16.9M | ||
| Q1 24 | $51.6M | $-13.6M |
毛利率
ACLS
SPT
| Q4 25 | 47.0% | 77.6% | ||
| Q3 25 | 41.6% | 77.7% | ||
| Q2 25 | 44.9% | 77.7% | ||
| Q1 25 | 46.1% | 77.3% | ||
| Q4 24 | 46.0% | 78.1% | ||
| Q3 24 | 42.9% | 77.4% | ||
| Q2 24 | 43.8% | 77.5% | ||
| Q1 24 | 46.0% | 76.8% |
营业利润率
ACLS
SPT
| Q4 25 | 15.2% | -9.0% | ||
| Q3 25 | 11.7% | -7.9% | ||
| Q2 25 | 14.9% | -11.0% | ||
| Q1 25 | 15.1% | -10.2% | ||
| Q4 24 | 21.6% | -12.8% | ||
| Q3 24 | 18.3% | -16.4% | ||
| Q2 24 | 20.6% | -16.6% | ||
| Q1 24 | 22.4% | -13.7% |
净利率
ACLS
SPT
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | -8.1% | ||
| Q2 25 | 16.1% | -10.7% | ||
| Q1 25 | 14.8% | -10.3% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | -16.6% | ||
| Q2 24 | 19.8% | -17.0% | ||
| Q1 24 | 20.4% | -14.0% |
每股收益(稀释后)
ACLS
SPT
| Q4 25 | $1.11 | $-0.18 | ||
| Q3 25 | $0.83 | $-0.16 | ||
| Q2 25 | $0.98 | $-0.21 | ||
| Q1 25 | $0.88 | $-0.19 | ||
| Q4 24 | $1.54 | $-0.25 | ||
| Q3 24 | $1.49 | $-0.30 | ||
| Q2 24 | $1.55 | $-0.30 | ||
| Q1 24 | $1.57 | $-0.24 |
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 | $95.3M |
| 总债务越低越好 | — | $40.0M |
| 股东权益账面价值 | $1.0B | $203.4M |
| 总资产 | $1.4B | $523.1M |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势,按日历期对齐
现金及短期投资
ACLS
SPT
| Q4 25 | $374.3M | $95.3M | ||
| Q3 25 | $449.6M | $90.6M | ||
| Q2 25 | $549.8M | $101.5M | ||
| Q1 25 | $587.1M | $100.9M | ||
| Q4 24 | $571.3M | $86.4M | ||
| Q3 24 | $579.4M | $82.9M | ||
| Q2 24 | $548.3M | $80.9M | ||
| Q1 24 | $530.2M | $69.2M |
总债务
ACLS
SPT
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
ACLS
SPT
| Q4 25 | $1.0B | $203.4M | ||
| Q3 25 | $1.0B | $194.1M | ||
| Q2 25 | $1.0B | $184.6M | ||
| Q1 25 | $1.0B | $175.3M | ||
| Q4 24 | $1.0B | $166.6M | ||
| Q3 24 | $975.6M | $158.1M | ||
| Q2 24 | $934.9M | $152.1M | ||
| Q1 24 | $901.7M | $147.3M |
总资产
ACLS
SPT
| Q4 25 | $1.4B | $523.1M | ||
| Q3 25 | $1.4B | $481.4M | ||
| Q2 25 | $1.3B | $422.9M | ||
| Q1 25 | $1.3B | $424.7M | ||
| Q4 24 | $1.3B | $428.3M | ||
| Q3 24 | $1.3B | $388.8M | ||
| Q2 24 | $1.3B | $393.6M | ||
| Q1 24 | $1.3B | $389.9M |
负债/权益比
ACLS
SPT
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $9.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 8.2% |
| 资本支出强度资本支出/营收 | 1.0% | 0.9% |
| 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 | $39.3M |
8季度趋势,按日历期对齐
经营现金流
ACLS
SPT
| Q4 25 | $-6.6M | $10.9M | ||
| Q3 25 | $45.4M | $9.3M | ||
| Q2 25 | $39.7M | $5.1M | ||
| Q1 25 | $39.8M | $18.1M | ||
| Q4 24 | $12.8M | $4.1M | ||
| Q3 24 | $45.7M | $9.0M | ||
| Q2 24 | $40.1M | $2.1M | ||
| Q1 24 | $42.2M | $11.2M |
自由现金流
ACLS
SPT
| Q4 25 | $-8.9M | $9.9M | ||
| Q3 25 | $43.3M | $8.5M | ||
| Q2 25 | $37.7M | $4.2M | ||
| Q1 25 | $34.8M | $16.7M | ||
| Q4 24 | $8.1M | $3.3M | ||
| Q3 24 | $41.8M | $8.5M | ||
| Q2 24 | $38.1M | $1.6M | ||
| Q1 24 | $40.6M | $10.1M |
自由现金流率
ACLS
SPT
| Q4 25 | -3.7% | 8.2% | ||
| Q3 25 | 20.3% | 7.4% | ||
| Q2 25 | 19.4% | 3.7% | ||
| Q1 25 | 18.1% | 15.3% | ||
| Q4 24 | 3.2% | 3.0% | ||
| Q3 24 | 16.3% | 8.3% | ||
| Q2 24 | 14.8% | 1.6% | ||
| Q1 24 | 16.1% | 10.4% |
资本支出强度
ACLS
SPT
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 0.9% | 0.7% | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 1.8% | 0.8% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 0.8% | 0.5% | ||
| Q1 24 | 0.6% | 1.1% |
现金转化率
ACLS
SPT
| 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% |
SPT
暂无分部数据