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AXCELIS TECHNOLOGIES INC（ACLS）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
医疗房产信托的季度营收约是AXCELIS TECHNOLOGIES INC的1.2倍（$296.5M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -0.3%，领先14.7%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -17.0%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-95.2M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
ACLS vs SVC — 直观对比
营收规模更大
SVC
是对方的1.2倍
$238.3M
营收增速更快
ACLS
高出11.4%
-17.0%
净利率更高
ACLS
高出14.7%
-0.3%
自由现金流更多
ACLS
多$86.3M
$-95.2M
两年增速更快
ACLS
近两年复合增速
-6.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $296.5M |
| 净利润 | $34.3M | $-782.0K |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -3.9% |
| 净利率 | 14.4% | -0.3% |
| 营收同比 | -5.6% | -17.0% |
| 净利润同比 | -31.3% | 99.0% |
| 每股收益（稀释后） | $1.11 | $-0.01 |
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ACLSSVC
| Q4 25 | $238.3M | $296.5M | ||
| Q3 25 | $213.6M | $377.6M | ||
| Q2 25 | $194.5M | $404.4M | ||
| Q1 25 | $192.6M | $335.0M | ||
| Q4 24 | $252.4M | $357.0M | ||
| Q3 24 | $256.6M | $390.9M | ||
| Q2 24 | $256.5M | $412.5M | ||
| Q1 24 | $252.4M | $336.2M |
净利润ACLSSVC
| Q4 25 | $34.3M | $-782.0K | ||
| Q3 25 | $26.0M | $-46.9M | ||
| Q2 25 | $31.4M | $-38.2M | ||
| Q1 25 | $28.6M | $-116.4M | ||
| Q4 24 | $50.0M | $-76.4M | ||
| Q3 24 | $48.6M | $-46.9M | ||
| Q2 24 | $50.9M | $-73.8M | ||
| Q1 24 | $51.6M | $-78.4M |
毛利率ACLSSVC
| 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ACLSSVC
| Q4 25 | 15.2% | -3.9% | ||
| Q3 25 | 11.7% | -12.8% | ||
| Q2 25 | 14.9% | -9.2% | ||
| Q1 25 | 15.1% | -33.3% | ||
| Q4 24 | 21.6% | -19.4% | ||
| Q3 24 | 18.3% | -12.8% | ||
| Q2 24 | 20.6% | -17.1% | ||
| Q1 24 | 22.4% | -21.4% |
净利率ACLSSVC
| Q4 25 | 14.4% | -0.3% | ||
| Q3 25 | 12.2% | -12.4% | ||
| Q2 25 | 16.1% | -9.4% | ||
| Q1 25 | 14.8% | -34.8% | ||
| Q4 24 | 19.8% | -21.4% | ||
| Q3 24 | 18.9% | -12.0% | ||
| Q2 24 | 19.8% | -17.9% | ||
| Q1 24 | 20.4% | -23.3% |
每股收益（稀释后）ACLSSVC
| Q4 25 | $1.11 | $-0.01 | ||
| Q3 25 | $0.83 | $-0.28 | ||
| Q2 25 | $0.98 | $-0.23 | ||
| Q1 25 | $0.88 | $-0.70 | ||
| Q4 24 | $1.54 | $-0.46 | ||
| Q3 24 | $1.49 | $-0.28 | ||
| Q2 24 | $1.55 | $-0.45 | ||
| Q1 24 | $1.57 | $-0.48 |
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 | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $1.0B | $646.1M |
| 总资产 | $1.4B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资ACLSSVC
| Q4 25 | $374.3M | $346.8M | ||
| Q3 25 | $449.6M | $417.4M | ||
| Q2 25 | $549.8M | $63.2M | ||
| Q1 25 | $587.1M | $80.1M | ||
| Q4 24 | $571.3M | $143.5M | ||
| Q3 24 | $579.4M | $48.6M | ||
| Q2 24 | $548.3M | $14.6M | ||
| Q1 24 | $530.2M | $71.3M |
总债务ACLSSVC
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSSVC
| Q4 25 | $1.0B | $646.1M | ||
| Q3 25 | $1.0B | $647.9M | ||
| Q2 25 | $1.0B | $695.9M | ||
| Q1 25 | $1.0B | $734.6M | ||
| Q4 24 | $1.0B | $851.9M | ||
| Q3 24 | $975.6M | $929.0M | ||
| Q2 24 | $934.9M | $1.0B | ||
| Q1 24 | $901.7M | $1.1B |
总资产ACLSSVC
| Q4 25 | $1.4B | $6.5B | ||
| Q3 25 | $1.4B | $7.0B | ||
| Q2 25 | $1.3B | $6.9B | ||
| Q1 25 | $1.3B | $7.0B | ||
| Q4 24 | $1.3B | $7.1B | ||
| Q3 24 | $1.3B | $7.1B | ||
| Q2 24 | $1.3B | $7.1B | ||
| Q1 24 | $1.3B | $7.2B |
负债/权益比ACLSSVC
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-95.2M |
| 自由现金流率自由现金流/营收 | -3.7% | -32.1% |
| 资本支出强度资本支出/营收 | 1.0% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流ACLSSVC
| Q4 25 | $-6.6M | $-18.5M | ||
| Q3 25 | $45.4M | $98.1M | ||
| Q2 25 | $39.7M | $-7.0K | ||
| Q1 25 | $39.8M | $38.2M | ||
| Q4 24 | $12.8M | $-9.7M | ||
| Q3 24 | $45.7M | $106.2M | ||
| Q2 24 | $40.1M | $43.8M | ||
| Q1 24 | $42.2M | $-926.0K |
自由现金流ACLSSVC
| Q4 25 | $-8.9M | $-95.2M | ||
| Q3 25 | $43.3M | $57.9M | ||
| Q2 25 | $37.7M | $-46.6M | ||
| Q1 25 | $34.8M | $-23.2M | ||
| Q4 24 | $8.1M | $-88.9M | ||
| Q3 24 | $41.8M | $24.1M | ||
| Q2 24 | $38.1M | $-22.3M | ||
| Q1 24 | $40.6M | $-77.2M |
自由现金流率ACLSSVC
| Q4 25 | -3.7% | -32.1% | ||
| Q3 25 | 20.3% | 15.3% | ||
| Q2 25 | 19.4% | -11.5% | ||
| Q1 25 | 18.1% | -6.9% | ||
| Q4 24 | 3.2% | -24.9% | ||
| Q3 24 | 16.3% | 6.2% | ||
| Q2 24 | 14.8% | -5.4% | ||
| Q1 24 | 16.1% | -23.0% |
资本支出强度ACLSSVC
| Q4 25 | 1.0% | 25.9% | ||
| Q3 25 | 0.9% | 10.6% | ||
| Q2 25 | 1.0% | 11.5% | ||
| Q1 25 | 2.6% | 18.3% | ||
| Q4 24 | 1.8% | 22.2% | ||
| Q3 24 | 1.5% | 21.0% | ||
| Q2 24 | 0.8% | 16.0% | ||
| Q1 24 | 0.6% | 22.7% |
现金转化率ACLSSVC
| 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% |
SVC
暂无分部数据
