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AXCELIS TECHNOLOGIES INC（ACLS）与Turning Point Brands, Inc.（TPB）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Turning Point Brands, Inc.的2.0倍（$238.3M vs $121.0M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 6.8%，领先7.6%），Turning Point Brands, Inc.同比增速更快（29.2% vs -5.6%），Turning Point Brands, Inc.自由现金流更多（$21.5M vs $-8.9M），过去两年Turning Point Brands, Inc.的营收复合增速更高（20.7% 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。
Turning Point Australia（TPAUS）是一家位于澳大利亚的保守派游说团体，隶属于美国转折点组织但保持独立运营，由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动，试图影响2026年3月举行的南澳大利亚州选举结果。
ACLS vs TPB — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $121.0M |
| 净利润 | $34.3M | $8.2M |
| 毛利率 | 47.0% | 55.9% |
| 营业利润率 | 15.2% | 16.5% |
| 净利率 | 14.4% | 6.8% |
| 营收同比 | -5.6% | 29.2% |
| 净利润同比 | -31.3% | 239.8% |
| 每股收益（稀释后） | $1.11 | $0.40 |
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
| Q4 25 | $238.3M | $121.0M | ||
| Q3 25 | $213.6M | $119.0M | ||
| Q2 25 | $194.5M | $116.6M | ||
| Q1 25 | $192.6M | $106.4M | ||
| Q4 24 | $252.4M | $93.7M | ||
| Q3 24 | $256.6M | $90.7M | ||
| Q2 24 | $256.5M | $93.2M | ||
| Q1 24 | $252.4M | $83.1M |
| Q4 25 | $34.3M | $8.2M | ||
| Q3 25 | $26.0M | $21.1M | ||
| Q2 25 | $31.4M | $14.5M | ||
| Q1 25 | $28.6M | $14.4M | ||
| Q4 24 | $50.0M | $2.4M | ||
| Q3 24 | $48.6M | $12.4M | ||
| Q2 24 | $50.9M | $13.0M | ||
| Q1 24 | $51.6M | $12.0M |
| Q4 25 | 47.0% | 55.9% | ||
| Q3 25 | 41.6% | 59.2% | ||
| Q2 25 | 44.9% | 57.1% | ||
| Q1 25 | 46.1% | 56.0% | ||
| Q4 24 | 46.0% | 56.0% | ||
| Q3 24 | 42.9% | 55.6% | ||
| Q2 24 | 43.8% | 54.1% | ||
| Q1 24 | 46.0% | 58.2% |
| Q4 25 | 15.2% | 16.5% | ||
| Q3 25 | 11.7% | 21.8% | ||
| Q2 25 | 14.9% | 22.6% | ||
| Q1 25 | 15.1% | 21.8% | ||
| Q4 24 | 21.6% | 19.1% | ||
| Q3 24 | 18.3% | 22.9% | ||
| Q2 24 | 20.6% | 24.5% | ||
| Q1 24 | 22.4% | 23.2% |
| Q4 25 | 14.4% | 6.8% | ||
| Q3 25 | 12.2% | 17.7% | ||
| Q2 25 | 16.1% | 12.4% | ||
| Q1 25 | 14.8% | 13.5% | ||
| Q4 24 | 19.8% | 2.6% | ||
| Q3 24 | 18.9% | 13.6% | ||
| Q2 24 | 19.8% | 14.0% | ||
| Q1 24 | 20.4% | 14.5% |
| Q4 25 | $1.11 | $0.40 | ||
| Q3 25 | $0.83 | $1.13 | ||
| Q2 25 | $0.98 | $0.79 | ||
| Q1 25 | $0.88 | $0.79 | ||
| Q4 24 | $1.54 | $0.15 | ||
| Q3 24 | $1.49 | $0.68 | ||
| Q2 24 | $1.55 | $0.68 | ||
| 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 | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $372.0M |
| 总资产 | $1.4B | $763.8M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $222.8M | ||
| Q3 25 | $449.6M | $201.2M | ||
| Q2 25 | $549.8M | $109.9M | ||
| Q1 25 | $587.1M | $99.6M | ||
| Q4 24 | $571.3M | $48.9M | ||
| Q3 24 | $579.4M | $33.6M | ||
| Q2 24 | $548.3M | $142.2M | ||
| Q1 24 | $530.2M | $130.9M |
| Q4 25 | $1.0B | $372.0M | ||
| Q3 25 | $1.0B | $358.2M | ||
| Q2 25 | $1.0B | $224.8M | ||
| Q1 25 | $1.0B | $203.4M | ||
| Q4 24 | $1.0B | $190.4M | ||
| Q3 24 | $975.6M | $185.7M | ||
| Q2 24 | $934.9M | $172.8M | ||
| Q1 24 | $901.7M | $160.0M |
| Q4 25 | $1.4B | $763.8M | ||
| Q3 25 | $1.4B | $742.8M | ||
| Q2 25 | $1.3B | $595.8M | ||
| Q1 25 | $1.3B | $564.6M | ||
| Q4 24 | $1.3B | $493.4M | ||
| Q3 24 | $1.3B | $488.0M | ||
| Q2 24 | $1.3B | $591.6M | ||
| Q1 24 | $1.3B | $586.3M |
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 | $24.9M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $21.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 17.8% |
| 资本支出强度资本支出/营收 | 1.0% | 2.8% |
| 现金转化率经营现金流/净利润 | -0.19× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $43.8M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $24.9M | ||
| Q3 25 | $45.4M | $3.3M | ||
| Q2 25 | $39.7M | $11.8M | ||
| Q1 25 | $39.8M | $17.4M | ||
| Q4 24 | $12.8M | $17.7M | ||
| Q3 24 | $45.7M | $13.2M | ||
| Q2 24 | $40.1M | $13.4M | ||
| Q1 24 | $42.2M | $22.6M |
| Q4 25 | $-8.9M | $21.5M | ||
| Q3 25 | $43.3M | $-721.0K | ||
| Q2 25 | $37.7M | $7.8M | ||
| Q1 25 | $34.8M | $15.2M | ||
| Q4 24 | $8.1M | $16.6M | ||
| Q3 24 | $41.8M | $12.6M | ||
| Q2 24 | $38.1M | $10.9M | ||
| Q1 24 | $40.6M | $22.3M |
| Q4 25 | -3.7% | 17.8% | ||
| Q3 25 | 20.3% | -0.6% | ||
| Q2 25 | 19.4% | 6.7% | ||
| Q1 25 | 18.1% | 14.3% | ||
| Q4 24 | 3.2% | 17.8% | ||
| Q3 24 | 16.3% | 13.9% | ||
| Q2 24 | 14.8% | 11.7% | ||
| Q1 24 | 16.1% | 26.8% |
| Q4 25 | 1.0% | 2.8% | ||
| Q3 25 | 0.9% | 3.4% | ||
| Q2 25 | 1.0% | 3.4% | ||
| Q1 25 | 2.6% | 2.1% | ||
| Q4 24 | 1.8% | 1.2% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | 0.8% | 2.7% | ||
| Q1 24 | 0.6% | 0.4% |
| Q4 25 | -0.19× | 3.03× | ||
| Q3 25 | 1.75× | 0.16× | ||
| Q2 25 | 1.27× | 0.82× | ||
| Q1 25 | 1.39× | 1.21× | ||
| Q4 24 | 0.26× | 7.34× | ||
| Q3 24 | 0.94× | 1.07× | ||
| Q2 24 | 0.79× | 1.03× | ||
| Q1 24 | 0.82× | 1.89× |
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% |
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |
