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AXCELIS TECHNOLOGIES INC（ACLS）与TOMPKINS FINANCIAL CORP（TMP）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TOMPKINS FINANCIAL CORP的1.2倍（$238.3M vs $194.8M），TOMPKINS FINANCIAL CORP净利率更高（49.4% vs 14.4%，领先35.0%），TOMPKINS FINANCIAL CORP同比增速更快（152.7% vs -5.6%），TOMPKINS FINANCIAL CORP自由现金流更多（$31.9M vs $-8.9M），过去两年TOMPKINS FINANCIAL CORP的营收复合增速更高（63.6% 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。
汤普金斯金融公司是一家小型多元化金融服务企业，总部位于纽约州伊萨卡，是汤普金斯信托银行及其他多家银行、一家保险代理机构和财富管理部门的母公司。
ACLS vs TMP — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$194.8M
营收增速更快
TMP
高出158.2%
-5.6%
净利率更高
TMP
高出35.0%
14.4%
自由现金流更多
TMP
多$40.9M
$-8.9M
两年增速更快
TMP
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $194.8M |
| 净利润 | $34.3M | $96.2M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 71.7% |
| 净利率 | 14.4% | 49.4% |
| 营收同比 | -5.6% | 152.7% |
| 净利润同比 | -31.3% | 388.9% |
| 每股收益（稀释后） | $1.11 | $6.72 |
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ACLSTMP
| Q4 25 | $238.3M | $194.8M | ||
| Q3 25 | $213.6M | $87.4M | ||
| Q2 25 | $194.5M | $82.6M | ||
| Q1 25 | $192.6M | $81.7M | ||
| Q4 24 | $252.4M | $77.1M | ||
| Q3 24 | $256.6M | $76.6M | ||
| Q2 24 | $256.5M | $72.7M | ||
| Q1 24 | $252.4M | $72.8M |
净利润ACLSTMP
| Q4 25 | $34.3M | $96.2M | ||
| Q3 25 | $26.0M | $23.7M | ||
| Q2 25 | $31.4M | $21.5M | ||
| Q1 25 | $28.6M | $19.7M | ||
| Q4 24 | $50.0M | $19.7M | ||
| Q3 24 | $48.6M | $18.6M | ||
| Q2 24 | $50.9M | $15.7M | ||
| Q1 24 | $51.6M | $16.9M |
毛利率ACLSTMP
| 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ACLSTMP
| Q4 25 | 15.2% | 71.7% | ||
| Q3 25 | 11.7% | 35.6% | ||
| Q2 25 | 14.9% | 34.2% | ||
| Q1 25 | 15.1% | 31.6% | ||
| Q4 24 | 21.6% | 33.4% | ||
| Q3 24 | 18.3% | 32.0% | ||
| Q2 24 | 20.6% | 28.3% | ||
| Q1 24 | 22.4% | 30.4% |
净利率ACLSTMP
| Q4 25 | 14.4% | 49.4% | ||
| Q3 25 | 12.2% | 27.1% | ||
| Q2 25 | 16.1% | 26.0% | ||
| Q1 25 | 14.8% | 24.1% | ||
| Q4 24 | 19.8% | 25.5% | ||
| Q3 24 | 18.9% | 24.3% | ||
| Q2 24 | 19.8% | 21.6% | ||
| Q1 24 | 20.4% | 23.2% |
每股收益（稀释后）ACLSTMP
| Q4 25 | $1.11 | $6.72 | ||
| Q3 25 | $0.83 | $1.65 | ||
| Q2 25 | $0.98 | $1.50 | ||
| Q1 25 | $0.88 | $1.37 | ||
| Q4 24 | $1.54 | $1.39 | ||
| Q3 24 | $1.49 | $1.30 | ||
| Q2 24 | $1.55 | $1.10 | ||
| Q1 24 | $1.57 | $1.18 |
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 | $132.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $938.4M |
| 总资产 | $1.4B | $8.7B |
| 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ACLSTMP
| Q4 25 | $374.3M | $132.8M | ||
| Q3 25 | $449.6M | $193.5M | ||
| Q2 25 | $549.8M | $212.6M | ||
| Q1 25 | $587.1M | $193.1M | ||
| Q4 24 | $571.3M | $134.4M | ||
| Q3 24 | $579.4M | $132.3M | ||
| Q2 24 | $548.3M | $70.9M | ||
| Q1 24 | $530.2M | $57.1M |
股东权益ACLSTMP
| Q4 25 | $1.0B | $938.4M | ||
| Q3 25 | $1.0B | $788.8M | ||
| Q2 25 | $1.0B | $761.8M | ||
| Q1 25 | $1.0B | $741.4M | ||
| Q4 24 | $1.0B | $713.4M | ||
| Q3 24 | $975.6M | $719.9M | ||
| Q2 24 | $934.9M | $674.6M | ||
| Q1 24 | $901.7M | $667.9M |
总资产ACLSTMP
| Q4 25 | $1.4B | $8.7B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.3B | $8.4B | ||
| Q1 25 | $1.3B | $8.2B | ||
| Q4 24 | $1.3B | $8.1B | ||
| Q3 24 | $1.3B | $8.0B | ||
| Q2 24 | $1.3B | $7.9B | ||
| Q1 24 | $1.3B | $7.8B |
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 | $38.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $31.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 16.4% |
| 资本支出强度资本支出/营收 | 1.0% | 3.6% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.40× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $105.0M |
8季度趋势，按日历期对齐
经营现金流ACLSTMP
| Q4 25 | $-6.6M | $38.9M | ||
| Q3 25 | $45.4M | $34.9M | ||
| Q2 25 | $39.7M | $18.9M | ||
| Q1 25 | $39.8M | $22.2M | ||
| Q4 24 | $12.8M | $95.0M | ||
| Q3 24 | $45.7M | $21.2M | ||
| Q2 24 | $40.1M | $27.3M | ||
| Q1 24 | $42.2M | $23.2M |
自由现金流ACLSTMP
| Q4 25 | $-8.9M | $31.9M | ||
| Q3 25 | $43.3M | $33.9M | ||
| Q2 25 | $37.7M | $18.3M | ||
| Q1 25 | $34.8M | $20.9M | ||
| Q4 24 | $8.1M | $88.8M | ||
| Q3 24 | $41.8M | $18.9M | ||
| Q2 24 | $38.1M | $26.3M | ||
| Q1 24 | $40.6M | $21.9M |
自由现金流率ACLSTMP
| Q4 25 | -3.7% | 16.4% | ||
| Q3 25 | 20.3% | 38.8% | ||
| Q2 25 | 19.4% | 22.1% | ||
| Q1 25 | 18.1% | 25.5% | ||
| Q4 24 | 3.2% | 115.1% | ||
| Q3 24 | 16.3% | 24.7% | ||
| Q2 24 | 14.8% | 36.2% | ||
| Q1 24 | 16.1% | 30.0% |
资本支出强度ACLSTMP
| Q4 25 | 1.0% | 3.6% | ||
| Q3 25 | 0.9% | 1.1% | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 1.8% | 8.1% | ||
| Q3 24 | 1.5% | 2.9% | ||
| Q2 24 | 0.8% | 1.3% | ||
| Q1 24 | 0.6% | 1.9% |
现金转化率ACLSTMP
| Q4 25 | -0.19× | 0.40× | ||
| Q3 25 | 1.75× | 1.47× | ||
| Q2 25 | 1.27× | 0.88× | ||
| Q1 25 | 1.39× | 1.13× | ||
| Q4 24 | 0.26× | 4.82× | ||
| Q3 24 | 0.94× | 1.14× | ||
| Q2 24 | 0.79× | 1.74× | ||
| Q1 24 | 0.82× | 1.38× |
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% |
TMP
暂无分部数据
