vs
AXCELIS TECHNOLOGIES INC（ACLS）与凯旋（TFIN）财务数据对比。点击上方公司名可切换其他公司
AXCELIS TECHNOLOGIES INC的季度营收约是凯旋的2.0倍（$238.3M vs $120.1M），凯旋同比增速更快（16.0% vs -5.6%），过去两年凯旋的营收复合增速更高（9.0% 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。
凯旋汽车公司是19至20世纪活跃于英国的汽车与发动机制造企业，品牌起源可追溯到1885年。来自纽伦堡的齐格弗里德·贝特曼在伦敦成立公司，最初从欧洲进口自行车以自有商标销售，次年商标正式定为“凯旋”，1889年开始自主生产自行车。
ACLS vs TFIN — 直观对比
营收规模更大
ACLS
是对方的2.0倍
$120.1M
营收增速更快
TFIN
高出21.5%
-5.6%
两年增速更快
TFIN
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $120.1M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 16.0% |
| 净利润同比 | -31.3% | 400.6% |
| 每股收益（稀释后） | $1.11 | — |
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ACLSTFIN
| Q4 25 | $238.3M | $120.1M | ||
| Q3 25 | $213.6M | $109.3M | ||
| Q2 25 | $194.5M | $108.1M | ||
| Q1 25 | $192.6M | $101.6M | ||
| Q4 24 | $252.4M | $103.6M | ||
| Q3 24 | $256.6M | $106.2M | ||
| Q2 24 | $256.5M | $105.1M | ||
| Q1 24 | $252.4M | $101.0M |
净利润ACLSTFIN
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $1.7M | ||
| Q2 25 | $31.4M | $4.4M | ||
| Q1 25 | $28.6M | $17.0K | ||
| Q4 24 | $50.0M | $3.8M | ||
| Q3 24 | $48.6M | $5.3M | ||
| Q2 24 | $50.9M | $2.7M | ||
| Q1 24 | $51.6M | $4.2M |
毛利率ACLSTFIN
| 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ACLSTFIN
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | 1.2% | ||
| Q2 25 | 14.9% | 7.3% | ||
| Q1 25 | 15.1% | 0.1% | ||
| Q4 24 | 21.6% | 5.6% | ||
| Q3 24 | 18.3% | 5.9% | ||
| Q2 24 | 20.6% | 3.4% | ||
| Q1 24 | 22.4% | 4.7% |
净利率ACLSTFIN
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 1.6% | ||
| Q2 25 | 16.1% | 4.1% | ||
| Q1 25 | 14.8% | 0.0% | ||
| Q4 24 | 19.8% | 3.7% | ||
| Q3 24 | 18.9% | 5.0% | ||
| Q2 24 | 19.8% | 2.6% | ||
| Q1 24 | 20.4% | 4.1% |
每股收益（稀释后）ACLSTFIN
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | $0.04 | ||
| Q2 25 | $0.98 | $0.15 | ||
| Q1 25 | $0.88 | $-0.03 | ||
| Q4 24 | $1.54 | $0.13 | ||
| Q3 24 | $1.49 | $0.19 | ||
| Q2 24 | $1.55 | $0.08 | ||
| Q1 24 | $1.57 | $0.14 |
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 | $248.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $941.8M |
| 总资产 | $1.4B | $6.4B |
| 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ACLSTFIN
| Q4 25 | $374.3M | $248.5M | ||
| Q3 25 | $449.6M | $147.2M | ||
| Q2 25 | $549.8M | $282.3M | ||
| Q1 25 | $587.1M | $502.9M | ||
| Q4 24 | $571.3M | $330.1M | ||
| Q3 24 | $579.4M | $489.3M | ||
| Q2 24 | $548.3M | $500.7M | ||
| Q1 24 | $530.2M | $417.0M |
股东权益ACLSTFIN
| Q4 25 | $1.0B | $941.8M | ||
| Q3 25 | $1.0B | $919.3M | ||
| Q2 25 | $1.0B | $912.4M | ||
| Q1 25 | $1.0B | $893.9M | ||
| Q4 24 | $1.0B | $890.9M | ||
| Q3 24 | $975.6M | $885.8M | ||
| Q2 24 | $934.9M | $874.2M | ||
| Q1 24 | $901.7M | $872.3M |
总资产ACLSTFIN
| Q4 25 | $1.4B | $6.4B | ||
| Q3 25 | $1.4B | $6.4B | ||
| Q2 25 | $1.3B | $6.5B | ||
| Q1 25 | $1.3B | $6.3B | ||
| Q4 24 | $1.3B | $5.9B | ||
| Q3 24 | $1.3B | $5.9B | ||
| Q2 24 | $1.3B | $5.8B | ||
| Q1 24 | $1.3B | $5.6B |
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 | $67.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | — |
| 自由现金流率自由现金流/营收 | -3.7% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ACLSTFIN
| Q4 25 | $-6.6M | $67.1M | ||
| Q3 25 | $45.4M | $24.4M | ||
| Q2 25 | $39.7M | $9.8M | ||
| Q1 25 | $39.8M | $-3.6M | ||
| Q4 24 | $12.8M | $58.5M | ||
| Q3 24 | $45.7M | $26.6M | ||
| Q2 24 | $40.1M | $21.9M | ||
| Q1 24 | $42.2M | $-10.7M |
自由现金流ACLSTFIN
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | $22.4M | ||
| Q2 25 | $37.7M | $6.8M | ||
| Q1 25 | $34.8M | $-7.9M | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | $25.8M | ||
| Q2 24 | $38.1M | $-31.9M | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSTFIN
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | 20.5% | ||
| Q2 25 | 19.4% | 6.2% | ||
| Q1 25 | 18.1% | -7.7% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | 24.3% | ||
| Q2 24 | 14.8% | -30.3% | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSTFIN
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 1.8% | ||
| Q2 25 | 1.0% | 2.8% | ||
| Q1 25 | 2.6% | 4.2% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 0.8% | 51.1% | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSTFIN
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 14.29× | ||
| Q2 25 | 1.27× | 2.22× | ||
| Q1 25 | 1.39× | -212.82× | ||
| Q4 24 | 0.26× | 15.25× | ||
| Q3 24 | 0.94× | 4.97× | ||
| Q2 24 | 0.79× | 7.95× | ||
| Q1 24 | 0.82× | -2.58× |
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% |
TFIN
暂无分部数据
