vs
AXCELIS TECHNOLOGIES INC（ACLS）与SPORTSMAN'S WAREHOUSE HOLDINGS, INC.（SPWH）财务数据对比。点击上方公司名可切换其他公司
SPORTSMAN'S WAREHOUSE HOLDINGS, INC.的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$331.3M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 0.0%，领先14.4%），SPORTSMAN'S WAREHOUSE HOLDINGS, INC.同比增速更快（2.2% vs -5.6%），SPORTSMAN'S WAREHOUSE HOLDINGS, INC.自由现金流更多（$8.7M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -5.4%）
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。
运动员仓库控股（Sportsman's Warehouse）是美国户外体育用品零售商，门店遍布全美29个州，主要面向狩猎、射击、露营、垂钓等各类户外休闲运动爱好者，销售户外服饰、鞋履及专业运动装备。
ACLS vs SPWH — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $331.3M |
| 净利润 | $34.3M | $8.0K |
| 毛利率 | 47.0% | 32.8% |
| 营业利润率 | 15.2% | 1.3% |
| 净利率 | 14.4% | 0.0% |
| 营收同比 | -5.6% | 2.2% |
| 净利润同比 | -31.3% | -97.8% |
| 每股收益（稀释后） | $1.11 | $0.00 |
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
| Q4 25 | $238.3M | $331.3M | ||
| Q3 25 | $213.6M | $293.9M | ||
| Q2 25 | $194.5M | $249.1M | ||
| Q1 25 | $192.6M | $340.4M | ||
| Q4 24 | $252.4M | $324.3M | ||
| Q3 24 | $256.6M | $288.7M | ||
| Q2 24 | $256.5M | $244.2M | ||
| Q1 24 | $252.4M | $370.4M |
| Q4 25 | $34.3M | $8.0K | ||
| Q3 25 | $26.0M | $-7.1M | ||
| Q2 25 | $31.4M | $-21.3M | ||
| Q1 25 | $28.6M | $-8.7M | ||
| Q4 24 | $50.0M | $-364.0K | ||
| Q3 24 | $48.6M | $-5.9M | ||
| Q2 24 | $50.9M | $-18.1M | ||
| Q1 24 | $51.6M | $-8.7M |
| Q4 25 | 47.0% | 32.8% | ||
| Q3 25 | 41.6% | 32.0% | ||
| Q2 25 | 44.9% | 30.4% | ||
| Q1 25 | 46.1% | 30.4% | ||
| Q4 24 | 46.0% | 31.8% | ||
| Q3 24 | 42.9% | 31.2% | ||
| Q2 24 | 43.8% | 30.2% | ||
| Q1 24 | 46.0% | 26.8% |
| Q4 25 | 15.2% | 1.3% | ||
| Q3 25 | 11.7% | -1.1% | ||
| Q2 25 | 14.9% | -7.9% | ||
| Q1 25 | 15.1% | 1.1% | ||
| Q4 24 | 21.6% | 1.0% | ||
| Q3 24 | 18.3% | -1.5% | ||
| Q2 24 | 20.6% | -8.4% | ||
| Q1 24 | 22.4% | -2.1% |
| Q4 25 | 14.4% | 0.0% | ||
| Q3 25 | 12.2% | -2.4% | ||
| Q2 25 | 16.1% | -8.5% | ||
| Q1 25 | 14.8% | -2.6% | ||
| Q4 24 | 19.8% | -0.1% | ||
| Q3 24 | 18.9% | -2.0% | ||
| Q2 24 | 19.8% | -7.4% | ||
| Q1 24 | 20.4% | -2.4% |
| Q4 25 | $1.11 | $0.00 | ||
| Q3 25 | $0.83 | $-0.18 | ||
| Q2 25 | $0.98 | $-0.56 | ||
| Q1 25 | $0.88 | $-0.22 | ||
| Q4 24 | $1.54 | $-0.01 | ||
| Q3 24 | $1.49 | $-0.16 | ||
| Q2 24 | $1.55 | $-0.48 | ||
| Q1 24 | $1.57 | $-0.22 |
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 | $2.2M |
| 总债务越低越好 | — | $44.0M |
| 股东权益账面价值 | $1.0B | $209.5M |
| 总资产 | $1.4B | $913.9M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $2.2M | ||
| Q3 25 | $449.6M | $1.8M | ||
| Q2 25 | $549.8M | $3.6M | ||
| Q1 25 | $587.1M | $2.8M | ||
| Q4 24 | $571.3M | $2.7M | ||
| Q3 24 | $579.4M | $2.6M | ||
| Q2 24 | $548.3M | $2.2M | ||
| Q1 24 | $530.2M | $3.1M |
| Q4 25 | — | $44.0M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | $24.1M | ||
| Q1 25 | — | $24.1M | ||
| Q4 24 | — | $24.0M | ||
| Q3 24 | — | $24.0M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.0B | $209.5M | ||
| Q3 25 | $1.0B | $208.9M | ||
| Q2 25 | $1.0B | $215.1M | ||
| Q1 25 | $1.0B | $235.7M | ||
| Q4 24 | $1.0B | $243.6M | ||
| Q3 24 | $975.6M | $243.0M | ||
| Q2 24 | $934.9M | $247.5M | ||
| Q1 24 | $901.7M | $264.6M |
| Q4 25 | $1.4B | $913.9M | ||
| Q3 25 | $1.4B | $948.9M | ||
| Q2 25 | $1.3B | $929.7M | ||
| Q1 25 | $1.3B | $852.1M | ||
| Q4 24 | $1.3B | $967.7M | ||
| Q3 24 | $1.3B | $901.9M | ||
| Q2 24 | $1.3B | $930.4M | ||
| Q1 24 | $1.3B | $886.2M |
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | 0.10× | ||
| 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 | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $8.7M |
| 自由现金流率自由现金流/营收 | -3.7% | 2.6% |
| 资本支出强度资本支出/营收 | 1.0% | 2.3% |
| 现金转化率经营现金流/净利润 | -0.19× | 2038.00× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $-39.7M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $16.3M | ||
| Q3 25 | $45.4M | $-26.6M | ||
| Q2 25 | $39.7M | $-60.2M | ||
| Q1 25 | $39.8M | $52.8M | ||
| Q4 24 | $12.8M | $-2.5M | ||
| Q3 24 | $45.7M | $18.5M | ||
| Q2 24 | $40.1M | $-34.6M | ||
| Q1 24 | $42.2M | $68.9M |
| Q4 25 | $-8.9M | $8.7M | ||
| Q3 25 | $43.3M | $-33.9M | ||
| Q2 25 | $37.7M | $-64.0M | ||
| Q1 25 | $34.8M | $49.6M | ||
| Q4 24 | $8.1M | $-6.2M | ||
| Q3 24 | $41.8M | $14.1M | ||
| Q2 24 | $38.1M | $-38.0M | ||
| Q1 24 | $40.6M | $60.2M |
| Q4 25 | -3.7% | 2.6% | ||
| Q3 25 | 20.3% | -11.5% | ||
| Q2 25 | 19.4% | -25.7% | ||
| Q1 25 | 18.1% | 14.6% | ||
| Q4 24 | 3.2% | -1.9% | ||
| Q3 24 | 16.3% | 4.9% | ||
| Q2 24 | 14.8% | -15.5% | ||
| Q1 24 | 16.1% | 16.2% |
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | 0.9% | 2.5% | ||
| Q2 25 | 1.0% | 1.5% | ||
| Q1 25 | 2.6% | 1.0% | ||
| Q4 24 | 1.8% | 1.1% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 0.8% | 1.4% | ||
| Q1 24 | 0.6% | 2.4% |
| Q4 25 | -0.19× | 2038.00× | ||
| 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% |
SPWH
暂无分部数据
