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AXCELIS TECHNOLOGIES INC（ACLS）与UNIVERSAL TECHNICAL INSTITUTE INC（UTI）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UNIVERSAL TECHNICAL INSTITUTE INC的1.1倍（$238.3M vs $220.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 5.8%，领先8.6%），UNIVERSAL TECHNICAL INSTITUTE INC同比增速更快（9.6% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-19.2M），过去两年UNIVERSAL TECHNICAL INSTITUTE INC的营收复合增速更高（9.5% 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。
环球技术学院（UTI）是美国的营利性私立技术院校集团，1965年由罗伯特·斯威特创立，专注于提供职业技术类教育课程，培养符合产业需求的技能型人才，在美职业教育领域拥有较长的运营历史与行业经验。
ACLS vs UTI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $220.8M |
| 净利润 | $34.3M | $12.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 7.1% |
| 净利率 | 14.4% | 5.8% |
| 营收同比 | -5.6% | 9.6% |
| 净利润同比 | -31.3% | -42.1% |
| 每股收益（稀释后） | $1.11 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $213.6M | $222.4M | ||
| Q2 25 | $194.5M | $204.3M | ||
| Q1 25 | $192.6M | $207.4M | ||
| Q4 24 | $252.4M | $201.4M | ||
| Q3 24 | $256.6M | $196.4M | ||
| Q2 24 | $256.5M | $177.5M | ||
| Q1 24 | $252.4M | $184.2M |
| Q4 25 | $34.3M | $12.8M | ||
| Q3 25 | $26.0M | $18.8M | ||
| Q2 25 | $31.4M | $10.7M | ||
| Q1 25 | $28.6M | $11.4M | ||
| Q4 24 | $50.0M | $22.2M | ||
| Q3 24 | $48.6M | $18.8M | ||
| Q2 24 | $50.9M | $5.0M | ||
| Q1 24 | $51.6M | $7.8M |
| 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% | 7.1% | ||
| Q3 25 | 11.7% | 11.2% | ||
| Q2 25 | 14.9% | 6.9% | ||
| Q1 25 | 15.1% | 8.1% | ||
| Q4 24 | 21.6% | 13.6% | ||
| Q3 24 | 18.3% | 13.3% | ||
| Q2 24 | 20.6% | 4.2% | ||
| Q1 24 | 22.4% | 6.1% |
| Q4 25 | 14.4% | 5.8% | ||
| Q3 25 | 12.2% | 8.4% | ||
| Q2 25 | 16.1% | 5.2% | ||
| Q1 25 | 14.8% | 5.5% | ||
| Q4 24 | 19.8% | 11.0% | ||
| Q3 24 | 18.9% | 9.6% | ||
| Q2 24 | 19.8% | 2.8% | ||
| Q1 24 | 20.4% | 4.2% |
| Q4 25 | $1.11 | $0.23 | ||
| Q3 25 | $0.83 | $0.33 | ||
| Q2 25 | $0.98 | $0.19 | ||
| Q1 25 | $0.88 | $0.21 | ||
| Q4 24 | $1.54 | $0.40 | ||
| Q3 24 | $1.49 | $0.35 | ||
| Q2 24 | $1.55 | $0.09 | ||
| Q1 24 | $1.57 | $0.14 |
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 | $162.8M |
| 总债务越低越好 | — | $101.4M |
| 股东权益账面价值 | $1.0B | $335.9M |
| 总资产 | $1.4B | $834.0M |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
| Q4 25 | $374.3M | $162.8M | ||
| Q3 25 | $449.6M | $169.1M | ||
| Q2 25 | $549.8M | $70.7M | ||
| Q1 25 | $587.1M | $96.0M | ||
| Q4 24 | $571.3M | $172.0M | ||
| Q3 24 | $579.4M | $161.9M | ||
| Q2 24 | $548.3M | $115.5M | ||
| Q1 24 | $530.2M | $116.1M |
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M | ||
| Q1 24 | — | $141.9M |
| Q4 25 | $1.0B | $335.9M | ||
| Q3 25 | $1.0B | $328.1M | ||
| Q2 25 | $1.0B | $306.8M | ||
| Q1 25 | $1.0B | $293.9M | ||
| Q4 24 | $1.0B | $280.0M | ||
| Q3 24 | $975.6M | $260.2M | ||
| Q2 24 | $934.9M | $239.4M | ||
| Q1 24 | $901.7M | $232.6M |
| Q4 25 | $1.4B | $834.0M | ||
| Q3 25 | $1.4B | $826.1M | ||
| Q2 25 | $1.3B | $740.8M | ||
| Q1 25 | $1.3B | $720.4M | ||
| Q4 24 | $1.3B | $753.8M | ||
| Q3 24 | $1.3B | $744.6M | ||
| Q2 24 | $1.3B | $706.0M | ||
| Q1 24 | $1.3B | $702.1M |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.61× |
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 | $3.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-19.2M |
| 自由现金流率自由现金流/营收 | -3.7% | -8.7% |
| 资本支出强度资本支出/营收 | 1.0% | 10.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.24× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $16.6M |
8季度趋势，按日历期对齐
| Q4 25 | $-6.6M | $3.1M | ||
| Q3 25 | $45.4M | $57.1M | ||
| Q2 25 | $39.7M | $18.1M | ||
| Q1 25 | $39.8M | $-789.0K | ||
| Q4 24 | $12.8M | $23.0M | ||
| Q3 24 | $45.7M | $67.5M | ||
| Q2 24 | $40.1M | $10.0M | ||
| Q1 24 | $42.2M | $-2.5M |
| Q4 25 | $-8.9M | $-19.2M | ||
| Q3 25 | $43.3M | $40.6M | ||
| Q2 25 | $37.7M | $6.8M | ||
| Q1 25 | $34.8M | $-11.7M | ||
| Q4 24 | $8.1M | $19.6M | ||
| Q3 24 | $41.8M | $60.0M | ||
| Q2 24 | $38.1M | $3.0M | ||
| Q1 24 | $40.6M | $-8.4M |
| Q4 25 | -3.7% | -8.7% | ||
| Q3 25 | 20.3% | 18.3% | ||
| Q2 25 | 19.4% | 3.4% | ||
| Q1 25 | 18.1% | -5.7% | ||
| Q4 24 | 3.2% | 9.7% | ||
| Q3 24 | 16.3% | 30.6% | ||
| Q2 24 | 14.8% | 1.7% | ||
| Q1 24 | 16.1% | -4.6% |
| Q4 25 | 1.0% | 10.1% | ||
| Q3 25 | 0.9% | 7.4% | ||
| Q2 25 | 1.0% | 5.5% | ||
| Q1 25 | 2.6% | 5.3% | ||
| Q4 24 | 1.8% | 1.7% | ||
| Q3 24 | 1.5% | 3.8% | ||
| Q2 24 | 0.8% | 4.0% | ||
| Q1 24 | 0.6% | 3.2% |
| Q4 25 | -0.19× | 0.24× | ||
| Q3 25 | 1.75× | 3.04× | ||
| Q2 25 | 1.27× | 1.69× | ||
| Q1 25 | 1.39× | -0.07× | ||
| Q4 24 | 0.26× | 1.04× | ||
| Q3 24 | 0.94× | 3.58× | ||
| Q2 24 | 0.79× | 2.01× | ||
| Q1 24 | 0.82× | -0.32× |
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% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
