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AXCELIS TECHNOLOGIES INC（ACLS）与Udemy, Inc.（UDMY）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Udemy, Inc.的1.2倍（$238.3M vs $194.0M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -1.2%，领先15.6%），Udemy, Inc.同比增速更快（-3.0% vs -5.6%），Udemy, Inc.自由现金流更多（$15.0M vs $-8.9M），过去两年Udemy, Inc.的营收复合增速更高（-0.7% 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。
Udemy是一家总部位于美国的教育科技企业，2010年成立，最初定位为大规模开放在线课程提供商，目前核心办公地点位于加州旧金山，在美、澳、印、爱、墨、土多国均设有分支机构。它主打在线教育平台，支持用户自主创建并分享课程，平台课程以按需点播的视频内容为主，截至2025年初已拥有数百万个人用户。
ACLS vs UDMY — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$194.0M
营收增速更快
UDMY
高出2.6%
-5.6%
净利率更高
ACLS
高出15.6%
-1.2%
自由现金流更多
UDMY
多$23.9M
$-8.9M
两年增速更快
UDMY
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $194.0M |
| 净利润 | $34.3M | $-2.3M |
| 毛利率 | 47.0% | 66.0% |
| 营业利润率 | 15.2% | -1.8% |
| 净利率 | 14.4% | -1.2% |
| 营收同比 | -5.6% | -3.0% |
| 净利润同比 | -31.3% | 76.4% |
| 每股收益（稀释后） | $1.11 | $-0.01 |
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ACLSUDMY
| Q4 25 | $238.3M | $194.0M | ||
| Q3 25 | $213.6M | $195.7M | ||
| Q2 25 | $194.5M | $199.9M | ||
| Q1 25 | $192.6M | $200.3M | ||
| Q4 24 | $252.4M | $199.9M | ||
| Q3 24 | $256.6M | $195.4M | ||
| Q2 24 | $256.5M | $194.4M | ||
| Q1 24 | $252.4M | $196.8M |
净利润ACLSUDMY
| Q4 25 | $34.3M | $-2.3M | ||
| Q3 25 | $26.0M | $1.6M | ||
| Q2 25 | $31.4M | $6.3M | ||
| Q1 25 | $28.6M | $-1.8M | ||
| Q4 24 | $50.0M | $-9.9M | ||
| Q3 24 | $48.6M | $-25.3M | ||
| Q2 24 | $50.9M | $-31.8M | ||
| Q1 24 | $51.6M | $-18.3M |
毛利率ACLSUDMY
| Q4 25 | 47.0% | 66.0% | ||
| Q3 25 | 41.6% | 65.9% | ||
| Q2 25 | 44.9% | 66.1% | ||
| Q1 25 | 46.1% | 64.6% | ||
| Q4 24 | 46.0% | 63.6% | ||
| Q3 24 | 42.9% | 63.0% | ||
| Q2 24 | 43.8% | 62.3% | ||
| Q1 24 | 46.0% | 61.2% |
营业利润率ACLSUDMY
| Q4 25 | 15.2% | -1.8% | ||
| Q3 25 | 11.7% | -0.1% | ||
| Q2 25 | 14.9% | 2.0% | ||
| Q1 25 | 15.1% | -2.2% | ||
| Q4 24 | 21.6% | -5.8% | ||
| Q3 24 | 18.3% | -15.1% | ||
| Q2 24 | 20.6% | -13.1% | ||
| Q1 24 | 22.4% | -11.5% |
净利率ACLSUDMY
| Q4 25 | 14.4% | -1.2% | ||
| Q3 25 | 12.2% | 0.8% | ||
| Q2 25 | 16.1% | 3.1% | ||
| Q1 25 | 14.8% | -0.9% | ||
| Q4 24 | 19.8% | -4.9% | ||
| Q3 24 | 18.9% | -12.9% | ||
| Q2 24 | 19.8% | -16.4% | ||
| Q1 24 | 20.4% | -9.3% |
每股收益（稀释后）ACLSUDMY
| Q4 25 | $1.11 | $-0.01 | ||
| Q3 25 | $0.83 | $0.01 | ||
| Q2 25 | $0.98 | $0.04 | ||
| Q1 25 | $0.88 | $-0.01 | ||
| Q4 24 | $1.54 | $-0.06 | ||
| Q3 24 | $1.49 | $-0.17 | ||
| Q2 24 | $1.55 | $-0.21 | ||
| Q1 24 | $1.57 | $-0.12 |
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 | $358.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $210.5M |
| 总资产 | $1.4B | $617.7M |
| 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ACLSUDMY
| Q4 25 | $374.3M | $358.7M | ||
| Q3 25 | $449.6M | $371.2M | ||
| Q2 25 | $549.8M | $392.0M | ||
| Q1 25 | $587.1M | $357.0M | ||
| Q4 24 | $571.3M | $354.4M | ||
| Q3 24 | $579.4M | $357.1M | ||
| Q2 24 | $548.3M | $420.9M | ||
| Q1 24 | $530.2M | $430.7M |
股东权益ACLSUDMY
| Q4 25 | $1.0B | $210.5M | ||
| Q3 25 | $1.0B | $221.8M | ||
| Q2 25 | $1.0B | $233.4M | ||
| Q1 25 | $1.0B | $209.4M | ||
| Q4 24 | $1.0B | $197.4M | ||
| Q3 24 | $975.6M | $196.3M | ||
| Q2 24 | $934.9M | $252.3M | ||
| Q1 24 | $901.7M | $296.5M |
总资产ACLSUDMY
| Q4 25 | $1.4B | $617.7M | ||
| Q3 25 | $1.4B | $618.9M | ||
| Q2 25 | $1.3B | $644.0M | ||
| Q1 25 | $1.3B | $639.0M | ||
| Q4 24 | $1.3B | $605.6M | ||
| Q3 24 | $1.3B | $608.9M | ||
| Q2 24 | $1.3B | $671.9M | ||
| Q1 24 | $1.3B | $708.5M |
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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $15.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 7.7% |
| 资本支出强度资本支出/营收 | 1.0% | 0.3% |
| 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 | $81.9M |
8季度趋势，按日历期对齐
经营现金流ACLSUDMY
| Q4 25 | $-6.6M | $15.5M | ||
| Q3 25 | $45.4M | $15.7M | ||
| Q2 25 | $39.7M | $44.2M | ||
| Q1 25 | $39.8M | $12.2M | ||
| Q4 24 | $12.8M | $9.6M | ||
| Q3 24 | $45.7M | $-6.1M | ||
| Q2 24 | $40.1M | $28.6M | ||
| Q1 24 | $42.2M | $21.0M |
自由现金流ACLSUDMY
| Q4 25 | $-8.9M | $15.0M | ||
| Q3 25 | $43.3M | $15.1M | ||
| Q2 25 | $37.7M | $41.9M | ||
| Q1 25 | $34.8M | $9.8M | ||
| Q4 24 | $8.1M | $8.4M | ||
| Q3 24 | $41.8M | $-6.7M | ||
| Q2 24 | $38.1M | $28.2M | ||
| Q1 24 | $40.6M | $20.8M |
自由现金流率ACLSUDMY
| Q4 25 | -3.7% | 7.7% | ||
| Q3 25 | 20.3% | 7.7% | ||
| Q2 25 | 19.4% | 21.0% | ||
| Q1 25 | 18.1% | 4.9% | ||
| Q4 24 | 3.2% | 4.2% | ||
| Q3 24 | 16.3% | -3.4% | ||
| Q2 24 | 14.8% | 14.5% | ||
| Q1 24 | 16.1% | 10.6% |
资本支出强度ACLSUDMY
| Q4 25 | 1.0% | 0.3% | ||
| Q3 25 | 0.9% | 0.3% | ||
| Q2 25 | 1.0% | 1.1% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 0.8% | 0.2% | ||
| Q1 24 | 0.6% | 0.1% |
现金转化率ACLSUDMY
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 9.58× | ||
| Q2 25 | 1.27× | 7.06× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | — |
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% |
UDMY
暂无分部数据
