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AXCELIS TECHNOLOGIES INC（ACLS）与Tecnoglass Inc.（TGLS）财务数据对比。点击上方公司名可切换其他公司
Tecnoglass Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.0倍（$245.3M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 10.6%，领先3.7%），Tecnoglass Inc.同比增速更快（2.4% vs -5.6%），Tecnoglass Inc.自由现金流更多（$11.4M vs $-8.9M），过去两年Tecnoglass Inc.的营收复合增速更高（12.8% 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。
Tecnoglass Inc.是一家领先的建筑玻璃、铝制门窗及相关建材生产商，主要服务北美及拉美地区的住宅和商业建筑领域，为新建及翻新项目提供定制化、高能效的建筑解决方案。
ACLS vs TGLS — 直观对比
营收规模更大
TGLS
是对方的1.0倍
$238.3M
营收增速更快
TGLS
高出8.0%
-5.6%
净利率更高
ACLS
高出3.7%
10.6%
自由现金流更多
TGLS
多$20.3M
$-8.9M
两年增速更快
TGLS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $245.3M |
| 净利润 | $34.3M | $26.1M |
| 毛利率 | 47.0% | 40.0% |
| 营业利润率 | 15.2% | 18.3% |
| 净利率 | 14.4% | 10.6% |
| 营收同比 | -5.6% | 2.4% |
| 净利润同比 | -31.3% | -44.5% |
| 每股收益（稀释后） | $1.11 | $0.57 |
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ACLSTGLS
| Q4 25 | $238.3M | $245.3M | ||
| Q3 25 | $213.6M | $260.5M | ||
| Q2 25 | $194.5M | $255.5M | ||
| Q1 25 | $192.6M | $222.3M | ||
| Q4 24 | $252.4M | $239.6M | ||
| Q3 24 | $256.6M | $238.3M | ||
| Q2 24 | $256.5M | $219.7M | ||
| Q1 24 | $252.4M | $192.6M |
净利润ACLSTGLS
| Q4 25 | $34.3M | $26.1M | ||
| Q3 25 | $26.0M | $47.2M | ||
| Q2 25 | $31.4M | $44.1M | ||
| Q1 25 | $28.6M | $42.2M | ||
| Q4 24 | $50.0M | $47.0M | ||
| Q3 24 | $48.6M | $49.5M | ||
| Q2 24 | $50.9M | $35.0M | ||
| Q1 24 | $51.6M | $29.7M |
毛利率ACLSTGLS
| Q4 25 | 47.0% | 40.0% | ||
| Q3 25 | 41.6% | 42.7% | ||
| Q2 25 | 44.9% | 44.7% | ||
| Q1 25 | 46.1% | 43.9% | ||
| Q4 24 | 46.0% | 44.5% | ||
| Q3 24 | 42.9% | 45.8% | ||
| Q2 24 | 43.8% | 40.8% | ||
| Q1 24 | 46.0% | 38.8% |
营业利润率ACLSTGLS
| Q4 25 | 15.2% | 18.3% | ||
| Q3 25 | 11.7% | 25.1% | ||
| Q2 25 | 14.9% | 24.0% | ||
| Q1 25 | 15.1% | 26.7% | ||
| Q4 24 | 21.6% | 28.0% | ||
| Q3 24 | 18.3% | 28.4% | ||
| Q2 24 | 20.6% | 23.3% | ||
| Q1 24 | 22.4% | 21.3% |
净利率ACLSTGLS
| Q4 25 | 14.4% | 10.6% | ||
| Q3 25 | 12.2% | 18.1% | ||
| Q2 25 | 16.1% | 17.3% | ||
| Q1 25 | 14.8% | 19.0% | ||
| Q4 24 | 19.8% | 19.6% | ||
| Q3 24 | 18.9% | 20.8% | ||
| Q2 24 | 19.8% | 15.9% | ||
| Q1 24 | 20.4% | 15.4% |
每股收益（稀释后）ACLSTGLS
| Q4 25 | $1.11 | $0.57 | ||
| Q3 25 | $0.83 | $1.01 | ||
| Q2 25 | $0.98 | $0.94 | ||
| Q1 25 | $0.88 | $0.90 | ||
| Q4 24 | $1.54 | $1.00 | ||
| Q3 24 | $1.49 | $1.05 | ||
| Q2 24 | $1.55 | $0.75 | ||
| Q1 24 | $1.57 | $0.63 |
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 | $104.1M |
| 总债务越低越好 | — | $174.4M |
| 股东权益账面价值 | $1.0B | $713.1M |
| 总资产 | $1.4B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资ACLSTGLS
| Q4 25 | $374.3M | $104.1M | ||
| Q3 25 | $449.6M | $127.1M | ||
| Q2 25 | $549.8M | $140.9M | ||
| Q1 25 | $587.1M | $160.2M | ||
| Q4 24 | $571.3M | $137.5M | ||
| Q3 24 | $579.4M | $124.8M | ||
| Q2 24 | $548.3M | $129.5M | ||
| Q1 24 | $530.2M | $138.8M |
总债务ACLSTGLS
| Q4 25 | — | $174.4M | ||
| Q3 25 | — | $114.7M | ||
| Q2 25 | — | $110.6M | ||
| Q1 25 | — | $110.6M | ||
| Q4 24 | — | $111.1M | ||
| Q3 24 | — | $126.8M | ||
| Q2 24 | — | $144.7M | ||
| Q1 24 | — | $160.9M |
股东权益ACLSTGLS
| Q4 25 | $1.0B | $713.1M | ||
| Q3 25 | $1.0B | $764.0M | ||
| Q2 25 | $1.0B | $736.0M | ||
| Q1 25 | $1.0B | $685.1M | ||
| Q4 24 | $1.0B | $631.2M | ||
| Q3 24 | $975.6M | $613.3M | ||
| Q2 24 | $934.9M | $574.8M | ||
| Q1 24 | $901.7M | $573.6M |
总资产ACLSTGLS
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $996.3M | ||
| Q2 24 | $1.3B | $942.5M | ||
| Q1 24 | $1.3B | $981.6M |
负债/权益比ACLSTGLS
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.25× | ||
| Q1 24 | — | 0.28× |
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 | $31.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $11.4M |
| 自由现金流率自由现金流/营收 | -3.7% | 4.7% |
| 资本支出强度资本支出/营收 | 1.0% | 8.0% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $34.5M |
8季度趋势，按日历期对齐
经营现金流ACLSTGLS
| Q4 25 | $-6.6M | $31.0M | ||
| Q3 25 | $45.4M | $40.0M | ||
| Q2 25 | $39.7M | $17.9M | ||
| Q1 25 | $39.8M | $46.9M | ||
| Q4 24 | $12.8M | $61.1M | ||
| Q3 24 | $45.7M | $41.5M | ||
| Q2 24 | $40.1M | $34.5M | ||
| Q1 24 | $42.2M | $33.4M |
自由现金流ACLSTGLS
| Q4 25 | $-8.9M | $11.4M | ||
| Q3 25 | $43.3M | $21.2M | ||
| Q2 25 | $37.7M | $-14.7M | ||
| Q1 25 | $34.8M | $16.5M | ||
| Q4 24 | $8.1M | $35.4M | ||
| Q3 24 | $41.8M | $17.8M | ||
| Q2 24 | $38.1M | $14.2M | ||
| Q1 24 | $40.6M | $23.6M |
自由现金流率ACLSTGLS
| Q4 25 | -3.7% | 4.7% | ||
| Q3 25 | 20.3% | 8.2% | ||
| Q2 25 | 19.4% | -5.7% | ||
| Q1 25 | 18.1% | 7.4% | ||
| Q4 24 | 3.2% | 14.8% | ||
| Q3 24 | 16.3% | 7.5% | ||
| Q2 24 | 14.8% | 6.5% | ||
| Q1 24 | 16.1% | 12.2% |
资本支出强度ACLSTGLS
| Q4 25 | 1.0% | 8.0% | ||
| Q3 25 | 0.9% | 7.2% | ||
| Q2 25 | 1.0% | 12.7% | ||
| Q1 25 | 2.6% | 13.7% | ||
| Q4 24 | 1.8% | 10.7% | ||
| Q3 24 | 1.5% | 9.9% | ||
| Q2 24 | 0.8% | 9.2% | ||
| Q1 24 | 0.6% | 5.1% |
现金转化率ACLSTGLS
| Q4 25 | -0.19× | 1.19× | ||
| Q3 25 | 1.75× | 0.85× | ||
| Q2 25 | 1.27× | 0.41× | ||
| Q1 25 | 1.39× | 1.11× | ||
| Q4 24 | 0.26× | 1.30× | ||
| Q3 24 | 0.94× | 0.84× | ||
| Q2 24 | 0.79× | 0.98× | ||
| Q1 24 | 0.82× | 1.13× |
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% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
