vs
AXCELIS TECHNOLOGIES INC（ACLS）与VERACYTE, INC.（VCYT）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VERACYTE, INC.的1.7倍（$238.3M vs $140.6M），VERACYTE, INC.净利率更高（29.3% vs 14.4%，领先14.9%），VERACYTE, INC.同比增速更快（18.5% vs -5.6%），VERACYTE, INC.自由现金流更多（$48.8M vs $-8.9M），过去两年VERACYTE, INC.的营收复合增速更高（20.5% 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。
Veracyte是一家领先的分子诊断企业，专注开发专有的基因组检测方案，可实现癌症及其他复杂疾病的早期精准检测，产品服务于医疗机构以优化临床决策，核心市场位于美国，正稳步拓展全球业务布局。
ACLS vs VCYT — 直观对比
营收规模更大
ACLS
是对方的1.7倍
$140.6M
营收增速更快
VCYT
高出24.1%
-5.6%
净利率更高
VCYT
高出14.9%
14.4%
自由现金流更多
VCYT
多$57.7M
$-8.9M
两年增速更快
VCYT
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $140.6M |
| 净利润 | $34.3M | $41.1M |
| 毛利率 | 47.0% | 72.5% |
| 营业利润率 | 15.2% | 26.4% |
| 净利率 | 14.4% | 29.3% |
| 营收同比 | -5.6% | 18.5% |
| 净利润同比 | -31.3% | 704.8% |
| 每股收益（稀释后） | $1.11 | $0.50 |
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ACLSVCYT
| Q4 25 | $238.3M | $140.6M | ||
| Q3 25 | $213.6M | $131.9M | ||
| Q2 25 | $194.5M | $130.2M | ||
| Q1 25 | $192.6M | $114.5M | ||
| Q4 24 | $252.4M | $118.6M | ||
| Q3 24 | $256.6M | $115.9M | ||
| Q2 24 | $256.5M | $114.4M | ||
| Q1 24 | $252.4M | $96.8M |
净利润ACLSVCYT
| Q4 25 | $34.3M | $41.1M | ||
| Q3 25 | $26.0M | $19.1M | ||
| Q2 25 | $31.4M | $-980.0K | ||
| Q1 25 | $28.6M | $7.0M | ||
| Q4 24 | $50.0M | $5.1M | ||
| Q3 24 | $48.6M | $15.2M | ||
| Q2 24 | $50.9M | $5.7M | ||
| Q1 24 | $51.6M | $-1.9M |
毛利率ACLSVCYT
| Q4 25 | 47.0% | 72.5% | ||
| Q3 25 | 41.6% | 69.2% | ||
| Q2 25 | 44.9% | 69.0% | ||
| Q1 25 | 46.1% | 69.5% | ||
| Q4 24 | 46.0% | 66.4% | ||
| Q3 24 | 42.9% | 68.2% | ||
| Q2 24 | 43.8% | 68.1% | ||
| Q1 24 | 46.0% | 64.5% |
营业利润率ACLSVCYT
| Q4 25 | 15.2% | 26.4% | ||
| Q3 25 | 11.7% | 17.4% | ||
| Q2 25 | 14.9% | -4.0% | ||
| Q1 25 | 15.1% | 2.5% | ||
| Q4 24 | 21.6% | 3.5% | ||
| Q3 24 | 18.3% | 10.4% | ||
| Q2 24 | 20.6% | 4.0% | ||
| Q1 24 | 22.4% | -4.8% |
净利率ACLSVCYT
| Q4 25 | 14.4% | 29.3% | ||
| Q3 25 | 12.2% | 14.5% | ||
| Q2 25 | 16.1% | -0.8% | ||
| Q1 25 | 14.8% | 6.2% | ||
| Q4 24 | 19.8% | 4.3% | ||
| Q3 24 | 18.9% | 13.1% | ||
| Q2 24 | 19.8% | 5.0% | ||
| Q1 24 | 20.4% | -1.9% |
每股收益（稀释后）ACLSVCYT
| Q4 25 | $1.11 | $0.50 | ||
| Q3 25 | $0.83 | $0.24 | ||
| Q2 25 | $0.98 | $-0.01 | ||
| Q1 25 | $0.88 | $0.09 | ||
| Q4 24 | $1.54 | $0.07 | ||
| Q3 24 | $1.49 | $0.19 | ||
| Q2 24 | $1.55 | $0.07 | ||
| Q1 24 | $1.57 | $-0.02 |
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 | $362.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.3B |
| 总资产 | $1.4B | $1.4B |
| 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ACLSVCYT
| Q4 25 | $374.3M | $362.6M | ||
| Q3 25 | $449.6M | $315.6M | ||
| Q2 25 | $549.8M | $219.5M | ||
| Q1 25 | $587.1M | $186.1M | ||
| Q4 24 | $571.3M | $239.1M | ||
| Q3 24 | $579.4M | $274.1M | ||
| Q2 24 | $548.3M | $235.9M | ||
| Q1 24 | $530.2M | $209.2M |
股东权益ACLSVCYT
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $975.6M | $1.2B | ||
| Q2 24 | $934.9M | $1.1B | ||
| Q1 24 | $901.7M | $1.1B |
总资产ACLSVCYT
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
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 | $52.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $48.8M |
| 自由现金流率自由现金流/营收 | -3.7% | 34.7% |
| 资本支出强度资本支出/营收 | 1.0% | 2.7% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $126.6M |
8季度趋势，按日历期对齐
经营现金流ACLSVCYT
| Q4 25 | $-6.6M | $52.6M | ||
| Q3 25 | $45.4M | $44.8M | ||
| Q2 25 | $39.7M | $33.6M | ||
| Q1 25 | $39.8M | $5.4M | ||
| Q4 24 | $12.8M | $24.5M | ||
| Q3 24 | $45.7M | $30.0M | ||
| Q2 24 | $40.1M | $29.6M | ||
| Q1 24 | $42.2M | $-9.0M |
自由现金流ACLSVCYT
| Q4 25 | $-8.9M | $48.8M | ||
| Q3 25 | $43.3M | $42.0M | ||
| Q2 25 | $37.7M | $32.3M | ||
| Q1 25 | $34.8M | $3.5M | ||
| Q4 24 | $8.1M | $20.4M | ||
| Q3 24 | $41.8M | $27.7M | ||
| Q2 24 | $38.1M | $26.8M | ||
| Q1 24 | $40.6M | $-11.1M |
自由现金流率ACLSVCYT
| Q4 25 | -3.7% | 34.7% | ||
| Q3 25 | 20.3% | 31.8% | ||
| Q2 25 | 19.4% | 24.8% | ||
| Q1 25 | 18.1% | 3.1% | ||
| Q4 24 | 3.2% | 17.2% | ||
| Q3 24 | 16.3% | 23.9% | ||
| Q2 24 | 14.8% | 23.4% | ||
| Q1 24 | 16.1% | -11.5% |
资本支出强度ACLSVCYT
| Q4 25 | 1.0% | 2.7% | ||
| Q3 25 | 0.9% | 2.1% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 1.8% | 3.5% | ||
| Q3 24 | 1.5% | 1.9% | ||
| Q2 24 | 0.8% | 2.4% | ||
| Q1 24 | 0.6% | 2.2% |
现金转化率ACLSVCYT
| Q4 25 | -0.19× | 1.28× | ||
| Q3 25 | 1.75× | 2.34× | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | 0.76× | ||
| Q4 24 | 0.26× | 4.80× | ||
| Q3 24 | 0.94× | 1.98× | ||
| Q2 24 | 0.79× | 5.16× | ||
| 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% |
VCYT
| Testing | $135.8M | 97% |
| Products | $3.8M | 3% |
| Biopharmaceutical And Other | $686.0K | 0% |
