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AXCELIS TECHNOLOGIES INC（ACLS）与USA Compression Partners, LP（USAC）财务数据对比。点击上方公司名可切换其他公司
USA Compression Partners, LP的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$252.5M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 11.0%，领先3.4%），USA Compression Partners, LP同比增速更快（2.7% vs -5.6%），USA Compression Partners, LP自由现金流更多（$87.7M vs $-8.9M），过去两年USA Compression Partners, LP的营收复合增速更高（4.9% 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。
USA Compression Partners, LP是一家总部位于美国的天然气压缩服务供应商，服务覆盖油气行业上游、中游及下游领域，提供定制化压缩系统、设备维护与运营支持，助力天然气生产、加工和运输环节高效运转。
ACLS vs USAC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $252.5M |
| 净利润 | $34.3M | $27.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 30.3% |
| 净利率 | 14.4% | 11.0% |
| 营收同比 | -5.6% | 2.7% |
| 净利润同比 | -31.3% | 9.1% |
| 每股收益（稀释后） | $1.11 | — |
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 | $252.5M | ||
| Q3 25 | $213.6M | $250.3M | ||
| Q2 25 | $194.5M | $250.1M | ||
| Q1 25 | $192.6M | $245.2M | ||
| Q4 24 | $252.4M | $245.9M | ||
| Q3 24 | $256.6M | $240.0M | ||
| Q2 24 | $256.5M | $235.3M | ||
| Q1 24 | $252.4M | $229.3M |
| Q4 25 | $34.3M | $27.8M | ||
| Q3 25 | $26.0M | $34.5M | ||
| Q2 25 | $31.4M | $28.6M | ||
| Q1 25 | $28.6M | $20.5M | ||
| Q4 24 | $50.0M | $25.4M | ||
| Q3 24 | $48.6M | $19.3M | ||
| Q2 24 | $50.9M | $31.2M | ||
| Q1 24 | $51.6M | $23.6M |
| 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% | 30.3% | ||
| Q3 25 | 11.7% | 33.5% | ||
| Q2 25 | 14.9% | 30.6% | ||
| Q1 25 | 15.1% | 28.3% | ||
| Q4 24 | 21.6% | 30.3% | ||
| Q3 24 | 18.3% | 31.5% | ||
| Q2 24 | 20.6% | 32.9% | ||
| Q1 24 | 22.4% | 29.2% |
| Q4 25 | 14.4% | 11.0% | ||
| Q3 25 | 12.2% | 13.8% | ||
| Q2 25 | 16.1% | 11.4% | ||
| Q1 25 | 14.8% | 8.4% | ||
| Q4 24 | 19.8% | 10.3% | ||
| Q3 24 | 18.9% | 8.1% | ||
| Q2 24 | 19.8% | 13.3% | ||
| Q1 24 | 20.4% | 10.3% |
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | — | ||
| Q1 24 | $1.57 | — |
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 | $8.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $1.4B | $2.6B |
| 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 | $8.6M | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | $2.0K | ||
| Q1 25 | $587.1M | $2.0K | ||
| Q4 24 | $571.3M | $14.0K | ||
| Q3 24 | $579.4M | $79.0K | ||
| Q2 24 | $548.3M | $9.0K | ||
| Q1 24 | $530.2M | $8.0K |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.5B |
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $975.6M | — | ||
| Q2 24 | $934.9M | — | ||
| Q1 24 | $901.7M | — |
| Q4 25 | $1.4B | $2.6B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.3B | $2.7B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.8B | ||
| Q1 24 | $1.3B | $2.8B |
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 | $139.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $87.7M |
| 自由现金流率自由现金流/营收 | -3.7% | 34.8% |
| 资本支出强度资本支出/营收 | 1.0% | 20.5% |
| 现金转化率经营现金流/净利润 | -0.19× | 5.02× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $277.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $139.5M | ||
| Q3 25 | $45.4M | $75.9M | ||
| Q2 25 | $39.7M | $124.2M | ||
| Q1 25 | $39.8M | $54.7M | ||
| Q4 24 | $12.8M | $130.2M | ||
| Q3 24 | $45.7M | $48.5M | ||
| Q2 24 | $40.1M | $96.7M | ||
| Q1 24 | $42.2M | $65.9M |
| Q4 25 | $-8.9M | $87.7M | ||
| Q3 25 | $43.3M | $51.9M | ||
| Q2 25 | $37.7M | $101.1M | ||
| Q1 25 | $34.8M | $36.3M | ||
| Q4 24 | $8.1M | $101.2M | ||
| Q3 24 | $41.8M | $19.8M | ||
| Q2 24 | $38.1M | $48.2M | ||
| Q1 24 | $40.6M | $-32.7M |
| Q4 25 | -3.7% | 34.8% | ||
| Q3 25 | 20.3% | 20.7% | ||
| Q2 25 | 19.4% | 40.4% | ||
| Q1 25 | 18.1% | 14.8% | ||
| Q4 24 | 3.2% | 41.1% | ||
| Q3 24 | 16.3% | 8.2% | ||
| Q2 24 | 14.8% | 20.5% | ||
| Q1 24 | 16.1% | -14.3% |
| Q4 25 | 1.0% | 20.5% | ||
| Q3 25 | 0.9% | 9.6% | ||
| Q2 25 | 1.0% | 9.3% | ||
| Q1 25 | 2.6% | 7.5% | ||
| Q4 24 | 1.8% | 11.8% | ||
| Q3 24 | 1.5% | 12.0% | ||
| Q2 24 | 0.8% | 20.6% | ||
| Q1 24 | 0.6% | 43.0% |
| Q4 25 | -0.19× | 5.02× | ||
| Q3 25 | 1.75× | 2.20× | ||
| Q2 25 | 1.27× | 4.35× | ||
| Q1 25 | 1.39× | 2.66× | ||
| Q4 24 | 0.26× | 5.12× | ||
| Q3 24 | 0.94× | 2.51× | ||
| Q2 24 | 0.79× | 3.10× | ||
| Q1 24 | 0.82× | 2.80× |
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% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
