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AXCELIS TECHNOLOGIES INC（ACLS）与Tempus AI, Inc.（TEM）财务数据对比。点击上方公司名可切换其他公司
Tempus AI, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$367.2M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -14.8%，领先29.1%），Tempus AI, Inc.同比增速更快（83.0% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-41.5M），过去两年Tempus AI, Inc.的营收复合增速更高（58.7% 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。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业，创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
ACLS vs TEM — 直观对比
营收规模更大
TEM
是对方的1.5倍
$238.3M
营收增速更快
TEM
高出88.6%
-5.6%
净利率更高
ACLS
高出29.1%
-14.8%
自由现金流更多
ACLS
多$32.6M
$-41.5M
两年增速更快
TEM
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $367.2M |
| 净利润 | $34.3M | $-54.2M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -16.7% |
| 净利率 | 14.4% | -14.8% |
| 营收同比 | -5.6% | 83.0% |
| 净利润同比 | -31.3% | -316.2% |
| 每股收益（稀释后） | $1.11 | $-0.30 |
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ACLSTEM
| Q4 25 | $238.3M | $367.2M | ||
| Q3 25 | $213.6M | $334.2M | ||
| Q2 25 | $194.5M | $314.6M | ||
| Q1 25 | $192.6M | $255.7M | ||
| Q4 24 | $252.4M | $200.7M | ||
| Q3 24 | $256.6M | $180.9M | ||
| Q2 24 | $256.5M | $166.0M | ||
| Q1 24 | $252.4M | $145.8M |
净利润ACLSTEM
| Q4 25 | $34.3M | $-54.2M | ||
| Q3 25 | $26.0M | $-80.0M | ||
| Q2 25 | $31.4M | $-42.8M | ||
| Q1 25 | $28.6M | $-68.0M | ||
| Q4 24 | $50.0M | $-13.0M | ||
| Q3 24 | $48.6M | $-75.8M | ||
| Q2 24 | $50.9M | $-552.2M | ||
| Q1 24 | $51.6M | $-64.7M |
毛利率ACLSTEM
| 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ACLSTEM
| Q4 25 | 15.2% | -16.7% | ||
| Q3 25 | 11.7% | -18.3% | ||
| Q2 25 | 14.9% | -19.6% | ||
| Q1 25 | 15.1% | -26.9% | ||
| Q4 24 | 21.6% | -25.3% | ||
| Q3 24 | 18.3% | -29.6% | ||
| Q2 24 | 20.6% | -321.4% | ||
| Q1 24 | 22.4% | -36.5% |
净利率ACLSTEM
| Q4 25 | 14.4% | -14.8% | ||
| Q3 25 | 12.2% | -23.9% | ||
| Q2 25 | 16.1% | -13.6% | ||
| Q1 25 | 14.8% | -26.6% | ||
| Q4 24 | 19.8% | -6.5% | ||
| Q3 24 | 18.9% | -41.9% | ||
| Q2 24 | 19.8% | -332.7% | ||
| Q1 24 | 20.4% | -44.4% |
每股收益（稀释后）ACLSTEM
| Q4 25 | $1.11 | $-0.30 | ||
| Q3 25 | $0.83 | $-0.46 | ||
| Q2 25 | $0.98 | $-0.25 | ||
| Q1 25 | $0.88 | $-0.40 | ||
| Q4 24 | $1.54 | $2.56 | ||
| Q3 24 | $1.49 | $-0.46 | ||
| Q2 24 | $1.55 | $-6.86 | ||
| Q1 24 | $1.57 | $-1.47 |
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 | $604.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $491.3M |
| 总资产 | $1.4B | $2.3B |
| 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ACLSTEM
| Q4 25 | $374.3M | $604.8M | ||
| Q3 25 | $449.6M | $655.9M | ||
| Q2 25 | $549.8M | $186.3M | ||
| Q1 25 | $587.1M | $151.6M | ||
| Q4 24 | $571.3M | $341.0M | ||
| Q3 24 | $579.4M | $388.0M | ||
| Q2 24 | $548.3M | $478.8M | ||
| Q1 24 | $530.2M | $79.9M |
股东权益ACLSTEM
| Q4 25 | $1.0B | $491.3M | ||
| Q3 25 | $1.0B | $507.8M | ||
| Q2 25 | $1.0B | $309.6M | ||
| Q1 25 | $1.0B | $326.2M | ||
| Q4 24 | $1.0B | $56.3M | ||
| Q3 24 | $975.6M | $53.7M | ||
| Q2 24 | $934.9M | $98.3M | ||
| Q1 24 | $901.7M | $-1.5B |
总资产ACLSTEM
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $926.1M | ||
| Q3 24 | $1.3B | $971.7M | ||
| Q2 24 | $1.3B | $864.6M | ||
| Q1 24 | $1.3B | — |
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 | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-41.5M |
| 自由现金流率自由现金流/营收 | -3.7% | -11.3% |
| 资本支出强度资本支出/营收 | 1.0% | 1.3% |
| 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 | $-239.1M |
8季度趋势，按日历期对齐
经营现金流ACLSTEM
| Q4 25 | $-6.6M | $-36.8M | ||
| Q3 25 | $45.4M | $-119.8M | ||
| Q2 25 | $39.7M | $44.2M | ||
| Q1 25 | $39.8M | $-105.6M | ||
| Q4 24 | $12.8M | — | ||
| Q3 24 | $45.7M | $48.7M | ||
| Q2 24 | $40.1M | $-97.1M | ||
| Q1 24 | $42.2M | $-101.4M |
自由现金流ACLSTEM
| Q4 25 | $-8.9M | $-41.5M | ||
| Q3 25 | $43.3M | $-126.5M | ||
| Q2 25 | $37.7M | $36.6M | ||
| Q1 25 | $34.8M | $-107.7M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $48.6M | ||
| Q2 24 | $38.1M | $-105.1M | ||
| Q1 24 | $40.6M | $-107.5M |
自由现金流率ACLSTEM
| Q4 25 | -3.7% | -11.3% | ||
| Q3 25 | 20.3% | -37.9% | ||
| Q2 25 | 19.4% | 11.6% | ||
| Q1 25 | 18.1% | -42.1% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | 26.9% | ||
| Q2 24 | 14.8% | -63.3% | ||
| Q1 24 | 16.1% | -73.7% |
资本支出强度ACLSTEM
| Q4 25 | 1.0% | 1.3% | ||
| Q3 25 | 0.9% | 2.0% | ||
| Q2 25 | 1.0% | 2.4% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 0.8% | 4.8% | ||
| Q1 24 | 0.6% | 4.2% |
现金转化率ACLSTEM
| 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% |
TEM
暂无分部数据
