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AXCELIS TECHNOLOGIES INC（ACLS）与TERADATA CORP（TDC）财务数据对比。点击上方公司名可切换其他公司
TERADATA CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.8倍（$421.0M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 8.8%，领先5.6%），TERADATA CORP同比增速更快（2.9% vs -5.6%），TERADATA CORP自由现金流更多（$151.0M vs $-8.9M），过去两年AXCELIS TECHNOLOGIES INC的营收复合增速更高（-2.8% vs -4.8%）
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。
Teradata是全球知名的企业级软件与数据分析服务商，提供云原生数据平台、高级分析工具及专业咨询服务，服务金融、零售、电信、医疗等行业的大型企业客户，助力客户整合海量数据，实现数据驱动的业务决策。
ACLS vs TDC — 直观对比
营收规模更大
TDC
是对方的1.8倍
$238.3M
营收增速更快
TDC
高出8.5%
-5.6%
净利率更高
ACLS
高出5.6%
8.8%
自由现金流更多
TDC
多$159.9M
$-8.9M
两年增速更快
ACLS
近两年复合增速
-4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $421.0M |
| 净利润 | $34.3M | $37.0M |
| 毛利率 | 47.0% | 60.8% |
| 营业利润率 | 15.2% | 12.8% |
| 净利率 | 14.4% | 8.8% |
| 营收同比 | -5.6% | 2.9% |
| 净利润同比 | -31.3% | 48.0% |
| 每股收益（稀释后） | $1.11 | $0.39 |
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ACLSTDC
| Q4 25 | $238.3M | $421.0M | ||
| Q3 25 | $213.6M | $416.0M | ||
| Q2 25 | $194.5M | $408.0M | ||
| Q1 25 | $192.6M | $418.0M | ||
| Q4 24 | $252.4M | $409.0M | ||
| Q3 24 | $256.6M | $440.0M | ||
| Q2 24 | $256.5M | $436.0M | ||
| Q1 24 | $252.4M | $465.0M |
净利润ACLSTDC
| Q4 25 | $34.3M | $37.0M | ||
| Q3 25 | $26.0M | $40.0M | ||
| Q2 25 | $31.4M | $9.0M | ||
| Q1 25 | $28.6M | $44.0M | ||
| Q4 24 | $50.0M | $25.0M | ||
| Q3 24 | $48.6M | $32.0M | ||
| Q2 24 | $50.9M | $37.0M | ||
| Q1 24 | $51.6M | $20.0M |
毛利率ACLSTDC
| Q4 25 | 47.0% | 60.8% | ||
| Q3 25 | 41.6% | 60.8% | ||
| Q2 25 | 44.9% | 56.4% | ||
| Q1 25 | 46.1% | 59.3% | ||
| Q4 24 | 46.0% | 59.4% | ||
| Q3 24 | 42.9% | 60.5% | ||
| Q2 24 | 43.8% | 60.8% | ||
| Q1 24 | 46.0% | 61.1% |
营业利润率ACLSTDC
| Q4 25 | 15.2% | 12.8% | ||
| Q3 25 | 11.7% | 14.7% | ||
| Q2 25 | 14.9% | 5.9% | ||
| Q1 25 | 15.1% | 15.8% | ||
| Q4 24 | 21.6% | 9.5% | ||
| Q3 24 | 18.3% | 12.7% | ||
| Q2 24 | 20.6% | 15.1% | ||
| Q1 24 | 22.4% | 10.3% |
净利率ACLSTDC
| Q4 25 | 14.4% | 8.8% | ||
| Q3 25 | 12.2% | 9.6% | ||
| Q2 25 | 16.1% | 2.2% | ||
| Q1 25 | 14.8% | 10.5% | ||
| Q4 24 | 19.8% | 6.1% | ||
| Q3 24 | 18.9% | 7.3% | ||
| Q2 24 | 19.8% | 8.5% | ||
| Q1 24 | 20.4% | 4.3% |
每股收益（稀释后）ACLSTDC
| Q4 25 | $1.11 | $0.39 | ||
| Q3 25 | $0.83 | $0.42 | ||
| Q2 25 | $0.98 | $0.09 | ||
| Q1 25 | $0.88 | $0.45 | ||
| Q4 24 | $1.54 | $0.25 | ||
| Q3 24 | $1.49 | $0.33 | ||
| Q2 24 | $1.55 | $0.38 | ||
| Q1 24 | $1.57 | $0.20 |
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 | $493.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $230.0M |
| 总资产 | $1.4B | $1.8B |
| 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ACLSTDC
| Q4 25 | $374.3M | $493.0M | ||
| Q3 25 | $449.6M | $406.0M | ||
| Q2 25 | $549.8M | $369.0M | ||
| Q1 25 | $587.1M | $368.0M | ||
| Q4 24 | $571.3M | $420.0M | ||
| Q3 24 | $579.4M | $348.0M | ||
| Q2 24 | $548.3M | $301.0M | ||
| Q1 24 | $530.2M | $337.0M |
股东权益ACLSTDC
| Q4 25 | $1.0B | $230.0M | ||
| Q3 25 | $1.0B | $219.0M | ||
| Q2 25 | $1.0B | $176.0M | ||
| Q1 25 | $1.0B | $158.0M | ||
| Q4 24 | $1.0B | $133.0M | ||
| Q3 24 | $975.6M | $125.0M | ||
| Q2 24 | $934.9M | $75.0M | ||
| Q1 24 | $901.7M | $54.0M |
总资产ACLSTDC
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | $1.3B | $1.7B |
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 | $160.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $151.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 35.9% |
| 资本支出强度资本支出/营收 | 1.0% | 2.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 4.32× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $286.0M |
8季度趋势，按日历期对齐
经营现金流ACLSTDC
| Q4 25 | $-6.6M | $160.0M | ||
| Q3 25 | $45.4M | $94.0M | ||
| Q2 25 | $39.7M | $43.0M | ||
| Q1 25 | $39.8M | $8.0M | ||
| Q4 24 | $12.8M | $156.0M | ||
| Q3 24 | $45.7M | $77.0M | ||
| Q2 24 | $40.1M | $43.0M | ||
| Q1 24 | $42.2M | $27.0M |
自由现金流ACLSTDC
| Q4 25 | $-8.9M | $151.0M | ||
| Q3 25 | $43.3M | $89.0M | ||
| Q2 25 | $37.7M | $39.0M | ||
| Q1 25 | $34.8M | $7.0M | ||
| Q4 24 | $8.1M | $149.0M | ||
| Q3 24 | $41.8M | $69.0M | ||
| Q2 24 | $38.1M | $40.0M | ||
| Q1 24 | $40.6M | $21.0M |
自由现金流率ACLSTDC
| Q4 25 | -3.7% | 35.9% | ||
| Q3 25 | 20.3% | 21.4% | ||
| Q2 25 | 19.4% | 9.6% | ||
| Q1 25 | 18.1% | 1.7% | ||
| Q4 24 | 3.2% | 36.4% | ||
| Q3 24 | 16.3% | 15.7% | ||
| Q2 24 | 14.8% | 9.2% | ||
| Q1 24 | 16.1% | 4.5% |
资本支出强度ACLSTDC
| Q4 25 | 1.0% | 2.1% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 1.8% | 1.7% | ||
| Q3 24 | 1.5% | 1.8% | ||
| Q2 24 | 0.8% | 0.7% | ||
| Q1 24 | 0.6% | 1.3% |
现金转化率ACLSTDC
| Q4 25 | -0.19× | 4.32× | ||
| Q3 25 | 1.75× | 2.35× | ||
| Q2 25 | 1.27× | 4.78× | ||
| Q1 25 | 1.39× | 0.18× | ||
| Q4 24 | 0.26× | 6.24× | ||
| Q3 24 | 0.94× | 2.41× | ||
| Q2 24 | 0.79× | 1.16× | ||
| Q1 24 | 0.82× | 1.35× |
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% |
TDC
| Services And Other Recurring | $302.0M | 72% |
| Subscription Software License Recurring | $65.0M | 15% |
| Consulting Services Segment | $53.0M | 13% |
| Software And Hardware Perpetual | $1.0M | 0% |
