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AXCELIS TECHNOLOGIES INC（ACLS）与Utz Brands, Inc.（UTZ）财务数据对比。点击上方公司名可切换其他公司
Utz Brands, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$341.0M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 0.7%，领先13.7%），Utz Brands, Inc.同比增速更快（-3.1% vs -5.6%），Utz Brands, Inc.自由现金流更多（$16.5M vs $-8.9M），过去两年Utz Brands, Inc.的营收复合增速更高（-1.5% 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。
Utz Brands, Inc.常简称为Utz，是总部位于美国宾夕法尼亚州汉诺威的休闲食品企业。该公司主打生产薯片、碱水脆饼等多种休闲食品，大部分产品以旗下品牌矩阵发售，同时也为仓储式会员店和批发商供应休闲零食。
ACLS vs UTZ — 直观对比
营收规模更大
UTZ
是对方的1.4倍
$238.3M
营收增速更快
UTZ
高出2.4%
-5.6%
净利率更高
ACLS
高出13.7%
0.7%
自由现金流更多
UTZ
多$25.4M
$-8.9M
两年增速更快
UTZ
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2024
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $341.0M |
| 净利润 | $34.3M | $2.3M |
| 毛利率 | 47.0% | 25.5% |
| 营业利润率 | 15.2% | 2.1% |
| 净利率 | 14.4% | 0.7% |
| 营收同比 | -5.6% | -3.1% |
| 净利润同比 | -31.3% | 108.3% |
| 每股收益（稀释后） | $1.11 | $0.04 |
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ACLSUTZ
| Q4 25 | $238.3M | — | ||
| Q3 25 | $213.6M | — | ||
| Q2 25 | $194.5M | — | ||
| Q1 25 | $192.6M | — | ||
| Q4 24 | $252.4M | $341.0M | ||
| Q3 24 | $256.6M | $365.5M | ||
| Q2 24 | $256.5M | $356.2M | ||
| Q1 24 | $252.4M | $346.5M |
净利润ACLSUTZ
| Q4 25 | $34.3M | — | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $31.4M | — | ||
| Q1 25 | $28.6M | — | ||
| Q4 24 | $50.0M | $2.3M | ||
| Q3 24 | $48.6M | $-2.2M | ||
| Q2 24 | $50.9M | $19.8M | ||
| Q1 24 | $51.6M | $-4.0M |
毛利率ACLSUTZ
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | 25.5% | ||
| Q3 24 | 42.9% | 26.9% | ||
| Q2 24 | 43.8% | 26.7% | ||
| Q1 24 | 46.0% | 25.5% |
营业利润率ACLSUTZ
| Q4 25 | 15.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 15.1% | — | ||
| Q4 24 | 21.6% | 2.1% | ||
| Q3 24 | 18.3% | 5.3% | ||
| Q2 24 | 20.6% | 6.3% | ||
| Q1 24 | 22.4% | 2.8% |
净利率ACLSUTZ
| Q4 25 | 14.4% | — | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 16.1% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 19.8% | 0.7% | ||
| Q3 24 | 18.9% | -0.6% | ||
| Q2 24 | 19.8% | 5.6% | ||
| Q1 24 | 20.4% | -1.2% |
每股收益（稀释后）ACLSUTZ
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | $0.04 | ||
| Q3 24 | $1.49 | $-0.03 | ||
| Q2 24 | $1.55 | $0.23 | ||
| Q1 24 | $1.57 | $-0.05 |
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 | $56.1M |
| 总债务越低越好 | — | $768.6M |
| 股东权益账面价值 | $1.0B | $696.9M |
| 总资产 | $1.4B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资ACLSUTZ
| Q4 25 | $374.3M | — | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | $56.1M | ||
| Q3 24 | $579.4M | $64.9M | ||
| Q2 24 | $548.3M | $66.6M | ||
| Q1 24 | $530.2M | $47.0M |
总债务ACLSUTZ
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $768.6M | ||
| Q3 24 | — | $780.8M | ||
| Q2 24 | — | $797.6M | ||
| Q1 24 | — | $756.9M |
股东权益ACLSUTZ
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $696.9M | ||
| Q3 24 | $975.6M | $685.7M | ||
| Q2 24 | $934.9M | $686.0M | ||
| Q1 24 | $901.7M | $671.1M |
总资产ACLSUTZ
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.3B | $2.6B | ||
| Q2 24 | $1.3B | $2.7B | ||
| Q1 24 | $1.3B | $2.6B |
负债/权益比ACLSUTZ
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.16× | ||
| Q1 24 | — | 1.13× |
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 | $54.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $16.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 4.8% |
| 资本支出强度资本支出/营收 | 1.0% | 11.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 23.67× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $7.6M |
8季度趋势，按日历期对齐
经营现金流ACLSUTZ
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $45.4M | — | ||
| Q2 25 | $39.7M | — | ||
| Q1 25 | $39.8M | — | ||
| Q4 24 | $12.8M | $54.2M | ||
| Q3 24 | $45.7M | $52.2M | ||
| Q2 24 | $40.1M | $8.9M | ||
| Q1 24 | $42.2M | $-9.1M |
自由现金流ACLSUTZ
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | $16.5M | ||
| Q3 24 | $41.8M | $29.1M | ||
| Q2 24 | $38.1M | $-15.3M | ||
| Q1 24 | $40.6M | $-22.7M |
自由现金流率ACLSUTZ
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | 4.8% | ||
| Q3 24 | 16.3% | 8.0% | ||
| Q2 24 | 14.8% | -4.3% | ||
| Q1 24 | 16.1% | -6.5% |
资本支出强度ACLSUTZ
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | 11.1% | ||
| Q3 24 | 1.5% | 6.3% | ||
| Q2 24 | 0.8% | 6.8% | ||
| Q1 24 | 0.6% | 3.9% |
现金转化率ACLSUTZ
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | 23.67× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | 0.45× | ||
| 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% |
UTZ
暂无分部数据
