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AXCELIS TECHNOLOGIES INC（ACLS）与Urban Edge Properties（UE）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Urban Edge Properties的1.8倍（$238.3M vs $132.6M），Urban Edge Properties净利率更高（17.1% vs 14.4%，领先2.7%），Urban Edge Properties同比增速更快（12.2% vs -5.6%），过去两年Urban Edge Properties的营收复合增速更高（11.6% 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。
Urban Edge Properties是一家上市房地产投资信托，主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业，投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
ACLS vs UE — 直观对比
营收规模更大
ACLS
是对方的1.8倍
$132.6M
营收增速更快
UE
高出17.8%
-5.6%
净利率更高
UE
高出2.7%
14.4%
两年增速更快
UE
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $132.6M |
| 净利润 | $34.3M | $22.6M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 17.1% |
| 营收同比 | -5.6% | 12.2% |
| 净利润同比 | -31.3% | -6.7% |
| 每股收益（稀释后） | $1.11 | $0.18 |
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ACLSUE
| Q1 26 | — | $132.6M | ||
| Q4 25 | $238.3M | $119.6M | ||
| Q3 25 | $213.6M | $120.1M | ||
| Q2 25 | $194.5M | $114.1M | ||
| Q1 25 | $192.6M | $118.2M | ||
| Q4 24 | $252.4M | $116.4M | ||
| Q3 24 | $256.6M | $112.4M | ||
| Q2 24 | $256.5M | $106.5M |
净利润ACLSUE
| Q1 26 | — | $22.6M | ||
| Q4 25 | $34.3M | $12.4M | ||
| Q3 25 | $26.0M | $14.9M | ||
| Q2 25 | $31.4M | $58.0M | ||
| Q1 25 | $28.6M | $8.2M | ||
| Q4 24 | $50.0M | $30.1M | ||
| Q3 24 | $48.6M | $9.1M | ||
| Q2 24 | $50.9M | $30.8M |
毛利率ACLSUE
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ACLSUE
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 11.3% | ||
| Q3 25 | 11.7% | 13.4% | ||
| Q2 25 | 14.9% | 53.9% | ||
| Q1 25 | 15.1% | 7.6% | ||
| Q4 24 | 21.6% | 27.6% | ||
| Q3 24 | 18.3% | 8.9% | ||
| Q2 24 | 20.6% | 30.6% |
净利率ACLSUE
| Q1 26 | — | 17.1% | ||
| Q4 25 | 14.4% | 10.4% | ||
| Q3 25 | 12.2% | 12.4% | ||
| Q2 25 | 16.1% | 50.8% | ||
| Q1 25 | 14.8% | 6.9% | ||
| Q4 24 | 19.8% | 25.9% | ||
| Q3 24 | 18.9% | 8.1% | ||
| Q2 24 | 19.8% | 28.9% |
每股收益（稀释后）ACLSUE
| Q1 26 | — | $0.18 | ||
| Q4 25 | $1.11 | $0.09 | ||
| Q3 25 | $0.83 | $0.12 | ||
| Q2 25 | $0.98 | $0.46 | ||
| Q1 25 | $0.88 | $0.07 | ||
| Q4 24 | $1.54 | $0.25 | ||
| Q3 24 | $1.49 | $0.07 | ||
| Q2 24 | $1.55 | $0.26 |
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 | $50.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.4B |
| 总资产 | $1.4B | $3.4B |
| 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ACLSUE
| Q1 26 | — | $50.0M | ||
| Q4 25 | $374.3M | $48.9M | ||
| Q3 25 | $449.6M | $77.8M | ||
| Q2 25 | $549.8M | $53.0M | ||
| Q1 25 | $587.1M | $48.0M | ||
| Q4 24 | $571.3M | $41.4M | ||
| Q3 24 | $579.4M | $67.9M | ||
| Q2 24 | $548.3M | $78.6M |
股东权益ACLSUE
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $975.6M | $1.3B | ||
| Q2 24 | $934.9M | $1.3B |
总资产ACLSUE
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.4B | $3.3B | ||
| Q3 25 | $1.4B | $3.3B | ||
| Q2 25 | $1.3B | $3.3B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.3B | $3.3B | ||
| Q3 24 | $1.3B | $3.2B | ||
| Q2 24 | $1.3B | $3.2B |
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 | $39.1M |
| 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% | 1.5% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.73× |
| 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
经营现金流ACLSUE
| Q1 26 | — | $39.1M | ||
| Q4 25 | $-6.6M | $182.7M | ||
| Q3 25 | $45.4M | $55.7M | ||
| Q2 25 | $39.7M | $43.5M | ||
| Q1 25 | $39.8M | $32.6M | ||
| Q4 24 | $12.8M | $153.2M | ||
| Q3 24 | $45.7M | $36.6M | ||
| Q2 24 | $40.1M | $41.2M |
自由现金流ACLSUE
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $81.8M | ||
| Q3 25 | $43.3M | $26.1M | ||
| Q2 25 | $37.7M | $19.6M | ||
| Q1 25 | $34.8M | $11.9M | ||
| Q4 24 | $8.1M | $42.5M | ||
| Q3 24 | $41.8M | $12.2M | ||
| Q2 24 | $38.1M | $19.9M |
自由现金流率ACLSUE
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 68.4% | ||
| Q3 25 | 20.3% | 21.7% | ||
| Q2 25 | 19.4% | 17.2% | ||
| Q1 25 | 18.1% | 10.0% | ||
| Q4 24 | 3.2% | 36.6% | ||
| Q3 24 | 16.3% | 10.8% | ||
| Q2 24 | 14.8% | 18.6% |
资本支出强度ACLSUE
| Q1 26 | — | 1.5% | ||
| Q4 25 | 1.0% | 84.4% | ||
| Q3 25 | 0.9% | 24.6% | ||
| Q2 25 | 1.0% | 20.9% | ||
| Q1 25 | 2.6% | 17.5% | ||
| Q4 24 | 1.8% | 95.1% | ||
| Q3 24 | 1.5% | 21.7% | ||
| Q2 24 | 0.8% | 20.1% |
现金转化率ACLSUE
| Q1 26 | — | 1.73× | ||
| Q4 25 | -0.19× | 14.71× | ||
| Q3 25 | 1.75× | 3.73× | ||
| Q2 25 | 1.27× | 0.75× | ||
| Q1 25 | 1.39× | 3.97× | ||
| Q4 24 | 0.26× | 5.09× | ||
| Q3 24 | 0.94× | 4.03× | ||
| Q2 24 | 0.79× | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
