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AXCELIS TECHNOLOGIES INC（ACLS）与Texas Pacific Land Corporation（TPL）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Texas Pacific Land Corporation的1.1倍（$238.3M vs $211.6M），Texas Pacific Land Corporation净利率更高（58.3% vs 14.4%，领先43.9%），Texas Pacific Land Corporation同比增速更快（13.9% vs -5.6%），过去两年Texas Pacific Land Corporation的营收复合增速更高（10.2% 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。
Texas Pacific Land Corporation（简称TPL）是一家公开上市的不动产运营企业，行政总部位于美国得克萨斯州达拉斯市。公司在得州西部20个郡拥有逾88万英亩（约3600平方公里）土地，是得州规模最大的私人土地所有者之一，前身为得克萨斯太平洋土地信托。
ACLS vs TPL — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $211.6M |
| 净利润 | $34.3M | $123.3M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 70.5% |
| 净利率 | 14.4% | 58.3% |
| 营收同比 | -5.6% | 13.9% |
| 净利润同比 | -31.3% | 4.2% |
| 每股收益（稀释后） | $1.11 | $-8.59 |
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 | $211.6M | ||
| Q3 25 | $213.6M | $203.1M | ||
| Q2 25 | $194.5M | $187.5M | ||
| Q1 25 | $192.6M | $196.0M | ||
| Q4 24 | $252.4M | $185.8M | ||
| Q3 24 | $256.6M | $173.6M | ||
| Q2 24 | $256.5M | $172.3M | ||
| Q1 24 | $252.4M | $174.1M |
| Q4 25 | $34.3M | $123.3M | ||
| Q3 25 | $26.0M | $121.2M | ||
| Q2 25 | $31.4M | $116.1M | ||
| Q1 25 | $28.6M | $120.7M | ||
| Q4 24 | $50.0M | $118.4M | ||
| Q3 24 | $48.6M | $106.6M | ||
| Q2 24 | $50.9M | $114.6M | ||
| Q1 24 | $51.6M | $114.4M |
| 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% | — |
| Q4 25 | 15.2% | 70.5% | ||
| Q3 25 | 11.7% | 73.4% | ||
| Q2 25 | 14.9% | 76.6% | ||
| Q1 25 | 15.1% | 76.6% | ||
| Q4 24 | 21.6% | 76.7% | ||
| Q3 24 | 18.3% | 73.4% | ||
| Q2 24 | 20.6% | 77.3% | ||
| Q1 24 | 22.4% | 78.1% |
| Q4 25 | 14.4% | 58.3% | ||
| Q3 25 | 12.2% | 59.7% | ||
| Q2 25 | 16.1% | 61.9% | ||
| Q1 25 | 14.8% | 61.6% | ||
| Q4 24 | 19.8% | 63.7% | ||
| Q3 24 | 18.9% | 61.4% | ||
| Q2 24 | 19.8% | 66.5% | ||
| Q1 24 | 20.4% | 65.7% |
| Q4 25 | $1.11 | $-8.59 | ||
| Q3 25 | $0.83 | $5.27 | ||
| Q2 25 | $0.98 | $5.05 | ||
| Q1 25 | $0.88 | $5.24 | ||
| Q4 24 | $1.54 | $5.14 | ||
| Q3 24 | $1.49 | $4.63 | ||
| Q2 24 | $1.55 | $4.98 | ||
| Q1 24 | $1.57 | $4.97 |
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 | $144.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.5B |
| 总资产 | $1.4B | $1.6B |
| 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 | $144.8M | ||
| Q3 25 | $449.6M | $531.8M | ||
| Q2 25 | $549.8M | $543.9M | ||
| Q1 25 | $587.1M | $460.4M | ||
| Q4 24 | $571.3M | $369.8M | ||
| Q3 24 | $579.4M | $533.9M | ||
| Q2 24 | $548.3M | $894.7M | ||
| Q1 24 | $530.2M | $837.1M |
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $975.6M | $1.1B | ||
| Q2 24 | $934.9M | $1.2B | ||
| Q1 24 | $901.7M | $1.1B |
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.3B | $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 | $113.7M |
| 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× | 0.92× |
| 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
| Q4 25 | $-6.6M | $113.7M | ||
| Q3 25 | $45.4M | $154.6M | ||
| Q2 25 | $39.7M | $120.9M | ||
| Q1 25 | $39.8M | $156.7M | ||
| Q4 24 | $12.8M | $126.6M | ||
| Q3 24 | $45.7M | $118.6M | ||
| Q2 24 | $40.1M | $98.3M | ||
| Q1 24 | $42.2M | $147.2M |
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
| Q4 25 | -0.19× | 0.92× | ||
| Q3 25 | 1.75× | 1.28× | ||
| Q2 25 | 1.27× | 1.04× | ||
| Q1 25 | 1.39× | 1.30× | ||
| Q4 24 | 0.26× | 1.07× | ||
| Q3 24 | 0.94× | 1.11× | ||
| Q2 24 | 0.79× | 0.86× | ||
| Q1 24 | 0.82× | 1.29× |
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% |
TPL
| Water Serviceand Operations Segment | $98.2M | 46% |
| Water Sales And Royalties | $60.7M | 29% |
| Produced Water Royalties | $33.5M | 16% |
| Easementand Sundry | $20.6M | 10% |
