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AXCELIS TECHNOLOGIES INC（ACLS）与Tarsus Pharmaceuticals, Inc.（TARS）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Tarsus Pharmaceuticals, Inc.的1.6倍（$238.3M vs $151.7M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -5.5%，领先19.9%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs -5.6%），Tarsus Pharmaceuticals, Inc.自由现金流更多（$13.0M vs $-8.9M），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% 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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
ACLS vs TARS — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $151.7M |
| 净利润 | $34.3M | $-8.4M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -5.3% |
| 净利率 | 14.4% | -5.5% |
| 营收同比 | -5.6% | 128.4% |
| 净利润同比 | -31.3% | 63.8% |
| 每股收益（稀释后） | $1.11 | $-0.17 |
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 | $151.7M | ||
| Q3 25 | $213.6M | $118.7M | ||
| Q2 25 | $194.5M | $102.7M | ||
| Q1 25 | $192.6M | $78.3M | ||
| Q4 24 | $252.4M | $66.4M | ||
| Q3 24 | $256.6M | $48.1M | ||
| Q2 24 | $256.5M | $40.8M | ||
| Q1 24 | $252.4M | $27.6M |
| Q4 25 | $34.3M | $-8.4M | ||
| Q3 25 | $26.0M | $-12.6M | ||
| Q2 25 | $31.4M | $-20.3M | ||
| Q1 25 | $28.6M | $-25.1M | ||
| Q4 24 | $50.0M | $-23.1M | ||
| Q3 24 | $48.6M | $-23.4M | ||
| Q2 24 | $50.9M | $-33.3M | ||
| Q1 24 | $51.6M | $-35.7M |
| 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% | — |
| Q4 25 | 15.2% | -5.3% | ||
| Q3 25 | 11.7% | -12.2% | ||
| Q2 25 | 14.9% | -21.6% | ||
| Q1 25 | 15.1% | -33.5% | ||
| Q4 24 | 21.6% | -36.8% | ||
| Q3 24 | 18.3% | -52.3% | ||
| Q2 24 | 20.6% | -81.6% | ||
| Q1 24 | 22.4% | -136.5% |
| Q4 25 | 14.4% | -5.5% | ||
| Q3 25 | 12.2% | -10.6% | ||
| Q2 25 | 16.1% | -19.8% | ||
| Q1 25 | 14.8% | -32.1% | ||
| Q4 24 | 19.8% | -34.8% | ||
| Q3 24 | 18.9% | -48.7% | ||
| Q2 24 | 19.8% | -81.6% | ||
| Q1 24 | 20.4% | -129.4% |
| Q4 25 | $1.11 | $-0.17 | ||
| Q3 25 | $0.83 | $-0.30 | ||
| Q2 25 | $0.98 | $-0.48 | ||
| Q1 25 | $0.88 | $-0.64 | ||
| Q4 24 | $1.54 | $-0.57 | ||
| Q3 24 | $1.49 | $-0.61 | ||
| Q2 24 | $1.55 | $-0.88 | ||
| Q1 24 | $1.57 | $-1.01 |
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 | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $1.0B | $343.4M |
| 总资产 | $1.4B | $562.2M |
| 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 | $417.3M | ||
| Q3 25 | $449.6M | $401.8M | ||
| Q2 25 | $549.8M | $381.1M | ||
| Q1 25 | $587.1M | $407.9M | ||
| Q4 24 | $571.3M | $291.4M | ||
| Q3 24 | $579.4M | $317.0M | ||
| Q2 24 | $548.3M | $323.6M | ||
| Q1 24 | $530.2M | $298.5M |
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
| Q4 25 | $1.0B | $343.4M | ||
| Q3 25 | $1.0B | $335.1M | ||
| Q2 25 | $1.0B | $332.6M | ||
| Q1 25 | $1.0B | $342.5M | ||
| Q4 24 | $1.0B | $224.5M | ||
| Q3 24 | $975.6M | $237.5M | ||
| Q2 24 | $934.9M | $252.2M | ||
| Q1 24 | $901.7M | $275.2M |
| Q4 25 | $1.4B | $562.2M | ||
| Q3 25 | $1.4B | $534.6M | ||
| Q2 25 | $1.3B | $495.0M | ||
| Q1 25 | $1.3B | $500.8M | ||
| Q4 24 | $1.3B | $377.0M | ||
| Q3 24 | $1.3B | $376.3M | ||
| Q2 24 | $1.3B | $376.8M | ||
| Q1 24 | $1.3B | $349.3M |
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $13.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 8.6% |
| 资本支出强度资本支出/营收 | 1.0% | 4.2% |
| 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 | $-22.3M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $19.3M | ||
| Q3 25 | $45.4M | $18.3M | ||
| Q2 25 | $39.7M | $-29.4M | ||
| Q1 25 | $39.8M | $-20.7M | ||
| Q4 24 | $12.8M | $-22.2M | ||
| Q3 24 | $45.7M | $-8.7M | ||
| Q2 24 | $40.1M | $-14.4M | ||
| Q1 24 | $42.2M | $-37.8M |
| Q4 25 | $-8.9M | $13.0M | ||
| Q3 25 | $43.3M | $16.3M | ||
| Q2 25 | $37.7M | $-30.4M | ||
| Q1 25 | $34.8M | $-21.2M | ||
| Q4 24 | $8.1M | $-22.3M | ||
| Q3 24 | $41.8M | $-8.9M | ||
| Q2 24 | $38.1M | $-15.4M | ||
| Q1 24 | $40.6M | $-38.0M |
| Q4 25 | -3.7% | 8.6% | ||
| Q3 25 | 20.3% | 13.8% | ||
| Q2 25 | 19.4% | -29.6% | ||
| Q1 25 | 18.1% | -27.1% | ||
| Q4 24 | 3.2% | -33.5% | ||
| Q3 24 | 16.3% | -18.6% | ||
| Q2 24 | 14.8% | -37.8% | ||
| Q1 24 | 16.1% | -137.5% |
| Q4 25 | 1.0% | 4.2% | ||
| Q3 25 | 0.9% | 1.6% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 0.8% | 2.5% | ||
| Q1 24 | 0.6% | 0.6% |
| 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% |
TARS
暂无分部数据
