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AXCELIS TECHNOLOGIES INC（ACLS）与联合果品公司（UFCS）财务数据对比。点击上方公司名可切换其他公司
联合果品公司的季度营收约是AXCELIS TECHNOLOGIES INC的1.5倍（$365.8M vs $238.3M），联合果品公司同比增速更快（9.8% vs -5.6%），过去两年联合果品公司的营收复合增速更高（11.2% 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。
联合果品公司是一家美国跨国企业，主营在拉丁美洲种植园种植的热带水果贸易，产品销往美国与欧洲。公司1899年由波士顿果品公司与迈纳·C·基思的香蕉贸易企业合并成立，在20世纪上半叶发展蓬勃，掌控了中美洲、哥伦比亚加勒比海岸及西印度群岛的大片领地与运输网络。
ACLS vs UFCS — 直观对比
营收规模更大
UFCS
是对方的1.5倍
$238.3M
营收增速更快
UFCS
高出15.4%
-5.6%
两年增速更快
UFCS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $365.8M |
| 净利润 | $34.3M | — |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 13.2% |
| 净利率 | 14.4% | — |
| 营收同比 | -5.6% | 9.8% |
| 净利润同比 | -31.3% | — |
| 每股收益（稀释后） | $1.11 | $1.45 |
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ACLSUFCS
| Q4 25 | $238.3M | $365.8M | ||
| Q3 25 | $213.6M | $354.0M | ||
| Q2 25 | $194.5M | $335.5M | ||
| Q1 25 | $192.6M | $331.1M | ||
| Q4 24 | $252.4M | $333.2M | ||
| Q3 24 | $256.6M | $323.0M | ||
| Q2 24 | $256.5M | $301.2M | ||
| Q1 24 | $252.4M | $296.0M |
净利润ACLSUFCS
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | $39.2M | ||
| Q2 25 | $31.4M | $22.9M | ||
| Q1 25 | $28.6M | $17.7M | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $48.6M | $19.7M | ||
| Q2 24 | $50.9M | $-2.7M | ||
| Q1 24 | $51.6M | $13.5M |
毛利率ACLSUFCS
| 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ACLSUFCS
| Q4 25 | 15.2% | 13.2% | ||
| Q3 25 | 11.7% | 13.7% | ||
| Q2 25 | 14.9% | 8.7% | ||
| Q1 25 | 15.1% | 6.6% | ||
| Q4 24 | 21.6% | 11.9% | ||
| Q3 24 | 18.3% | 7.7% | ||
| Q2 24 | 20.6% | -1.3% | ||
| Q1 24 | 22.4% | 5.5% |
净利率ACLSUFCS
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | 11.1% | ||
| Q2 25 | 16.1% | 6.8% | ||
| Q1 25 | 14.8% | 5.3% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.9% | 6.1% | ||
| Q2 24 | 19.8% | -0.9% | ||
| Q1 24 | 20.4% | 4.6% |
每股收益（稀释后）ACLSUFCS
| Q4 25 | $1.11 | $1.45 | ||
| Q3 25 | $0.83 | $1.49 | ||
| Q2 25 | $0.98 | $0.87 | ||
| Q1 25 | $0.88 | $0.67 | ||
| Q4 24 | $1.54 | $1.22 | ||
| Q3 24 | $1.49 | $0.76 | ||
| Q2 24 | $1.55 | $-0.11 | ||
| Q1 24 | $1.57 | $0.52 |
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 | $156.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $941.2M |
| 总资产 | $1.4B | $3.8B |
| 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ACLSUFCS
| Q4 25 | $374.3M | $156.3M | ||
| Q3 25 | $449.6M | $233.7M | ||
| Q2 25 | $549.8M | $202.1M | ||
| Q1 25 | $587.1M | $183.7M | ||
| Q4 24 | $571.3M | $200.9M | ||
| Q3 24 | $579.4M | $197.4M | ||
| Q2 24 | $548.3M | $153.4M | ||
| Q1 24 | $530.2M | $217.8M |
股东权益ACLSUFCS
| Q4 25 | $1.0B | $941.2M | ||
| Q3 25 | $1.0B | $898.7M | ||
| Q2 25 | $1.0B | $845.7M | ||
| Q1 25 | $1.0B | $817.7M | ||
| Q4 24 | $1.0B | $781.5M | ||
| Q3 24 | $975.6M | $785.8M | ||
| Q2 24 | $934.9M | $726.6M | ||
| Q1 24 | $901.7M | $736.8M |
总资产ACLSUFCS
| Q4 25 | $1.4B | $3.8B | ||
| Q3 25 | $1.4B | $3.8B | ||
| Q2 25 | $1.3B | $3.7B | ||
| Q1 25 | $1.3B | $3.5B | ||
| Q4 24 | $1.3B | $3.5B | ||
| Q3 24 | $1.3B | $3.5B | ||
| Q2 24 | $1.3B | $3.4B | ||
| Q1 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 | $269.7M |
| 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× | — |
| 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ACLSUFCS
| Q4 25 | $-6.6M | $269.7M | ||
| Q3 25 | $45.4M | $60.8M | ||
| Q2 25 | $39.7M | $53.4M | ||
| Q1 25 | $39.8M | $35.7M | ||
| Q4 24 | $12.8M | $340.3M | ||
| Q3 24 | $45.7M | $56.5M | ||
| Q2 24 | $40.1M | $91.3M | ||
| Q1 24 | $42.2M | $36.2M |
自由现金流ACLSUFCS
| 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 | — |
自由现金流率ACLSUFCS
| 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% | — |
资本支出强度ACLSUFCS
| 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% | — |
现金转化率ACLSUFCS
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | 1.55× | ||
| Q2 25 | 1.27× | 2.33× | ||
| Q1 25 | 1.39× | 2.02× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | 2.86× | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.82× | 2.68× |
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% |
UFCS
暂无分部数据
