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AXCELIS TECHNOLOGIES INC（ACLS）与Velo3D, Inc.（VELO）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Velo3D, Inc.的25.2倍（$238.3M vs $9.4M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -231.9%，领先246.3%）。AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -25.2%）。Velo3D, Inc.自由现金流更多（$-8.3M vs $-8.9M）。过去两年Velo3D, Inc.的营收复合增速更高（-1.8% 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。
Velo3D是全球领先的金属3D打印解决方案提供商，主营工业级金属3D打印机、配套专用加工软件及高性能金属材料，主要服务航空航天、国防、能源、半导体等高端制造领域，可生产传统工艺难以实现的复杂高精度金属零部件。
ACLS vs VELO — 直观对比
营收规模更大
ACLS
是对方的25.2倍
$9.4M
营收增速更快
ACLS
高出19.6%
-25.2%
净利率更高
ACLS
高出246.3%
-231.9%
自由现金流更多
VELO
多$562.0K
$-8.9M
两年增速更快
VELO
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $9.4M |
| 净利润 | $34.3M | $-21.9M |
| 毛利率 | 47.0% | -73.6% |
| 营业利润率 | 15.2% | -231.0% |
| 净利率 | 14.4% | -231.9% |
| 营收同比 | -5.6% | -25.2% |
| 净利润同比 | -31.3% | -2.9% |
| 每股收益（稀释后） | $1.11 | $-0.87 |
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ACLSVELO
| Q4 25 | $238.3M | $9.4M | ||
| Q3 25 | $213.6M | $13.6M | ||
| Q2 25 | $194.5M | $13.6M | ||
| Q1 25 | $192.6M | $9.3M | ||
| Q4 24 | $252.4M | $12.6M | ||
| Q3 24 | $256.6M | $8.2M | ||
| Q2 24 | $256.5M | $10.3M | ||
| Q1 24 | $252.4M | $9.8M |
净利润ACLSVELO
| Q4 25 | $34.3M | $-21.9M | ||
| Q3 25 | $26.0M | $-11.2M | ||
| Q2 25 | $31.4M | $-13.3M | ||
| Q1 25 | $28.6M | $-25.0M | ||
| Q4 24 | $50.0M | $-21.3M | ||
| Q3 24 | $48.6M | $-21.9M | ||
| Q2 24 | $50.9M | $935.0K | ||
| Q1 24 | $51.6M | $-27.5M |
毛利率ACLSVELO
| Q4 25 | 47.0% | -73.6% | ||
| Q3 25 | 41.6% | 3.2% | ||
| Q2 25 | 44.9% | -11.7% | ||
| Q1 25 | 46.1% | 7.5% | ||
| Q4 24 | 46.0% | -3.5% | ||
| Q3 24 | 42.9% | 49.4% | ||
| Q2 24 | 43.8% | -28.0% | ||
| Q1 24 | 46.0% | -28.8% |
营业利润率ACLSVELO
| Q4 25 | 15.2% | -231.0% | ||
| Q3 25 | 11.7% | -73.3% | ||
| Q2 25 | 14.9% | -85.4% | ||
| Q1 25 | 15.1% | -123.6% | ||
| Q4 24 | 21.6% | -167.0% | ||
| Q3 24 | 18.3% | -213.8% | ||
| Q2 24 | 20.6% | -187.7% | ||
| Q1 24 | 22.4% | -211.1% |
净利率ACLSVELO
| Q4 25 | 14.4% | -231.9% | ||
| Q3 25 | 12.2% | -82.0% | ||
| Q2 25 | 16.1% | -97.7% | ||
| Q1 25 | 14.8% | -268.4% | ||
| Q4 24 | 19.8% | -168.5% | ||
| Q3 24 | 18.9% | -265.3% | ||
| Q2 24 | 19.8% | 9.0% | ||
| Q1 24 | 20.4% | -281.2% |
每股收益（稀释后）ACLSVELO
| Q4 25 | $1.11 | $-0.87 | ||
| Q3 25 | $0.83 | $-0.65 | ||
| Q2 25 | $0.98 | $-0.94 | ||
| Q1 25 | $0.88 | $-1.87 | ||
| Q4 24 | $1.54 | $7.06 | ||
| Q3 24 | $1.49 | $-35.52 | ||
| Q2 24 | $1.55 | $1.65 | ||
| Q1 24 | $1.57 | $-55.51 |
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 | $39.0M |
| 总债务越低越好 | — | $31.0M |
| 股东权益账面价值 | $1.0B | $38.2M |
| 总资产 | $1.4B | $105.3M |
| 负债/权益比越低杠杆越低 | — | 0.81× |
8季度趋势，按日历期对齐
现金及短期投资ACLSVELO
| Q4 25 | $374.3M | $39.0M | ||
| Q3 25 | $449.6M | $11.8M | ||
| Q2 25 | $549.8M | $854.0K | ||
| Q1 25 | $587.1M | $3.9M | ||
| Q4 24 | $571.3M | $1.2M | ||
| Q3 24 | $579.4M | $1.6M | ||
| Q2 24 | $548.3M | $3.2M | ||
| Q1 24 | $530.2M | $10.9M |
总债务ACLSVELO
| Q4 25 | — | $31.0M | ||
| Q3 25 | — | $23.0M | ||
| Q2 25 | — | $22.5M | ||
| Q1 25 | — | $21.7M | ||
| Q4 24 | — | $5.7M | ||
| Q3 24 | — | $32.3M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $44.0M |
股东权益ACLSVELO
| Q4 25 | $1.0B | $38.2M | ||
| Q3 25 | $1.0B | $29.9M | ||
| Q2 25 | $1.0B | $21.4M | ||
| Q1 25 | $1.0B | $32.8M | ||
| Q4 24 | $1.0B | $39.7M | ||
| Q3 24 | $975.6M | $34.4M | ||
| Q2 24 | $934.9M | $52.1M | ||
| Q1 24 | $901.7M | $45.5M |
总资产ACLSVELO
| Q4 25 | $1.4B | $105.3M | ||
| Q3 25 | $1.4B | $93.7M | ||
| Q2 25 | $1.3B | $78.4M | ||
| Q1 25 | $1.3B | $91.3M | ||
| Q4 24 | $1.3B | $89.2M | ||
| Q3 24 | $1.3B | $110.8M | ||
| Q2 24 | $1.3B | $116.7M | ||
| Q1 24 | $1.3B | $136.1M |
负债/权益比ACLSVELO
| Q4 25 | — | 0.81× | ||
| Q3 25 | — | 0.77× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.97× |
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 | $-7.7M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-8.3M |
| 自由现金流率自由现金流/营收 | -3.7% | -88.3% |
| 资本支出强度资本支出/营收 | 1.0% | 6.4% |
| 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ACLSVELO
| Q4 25 | $-6.6M | $-7.7M | ||
| Q3 25 | $45.4M | $-6.0M | ||
| Q2 25 | $39.7M | $-1.2M | ||
| Q1 25 | $39.8M | $-12.3M | ||
| Q4 24 | $12.8M | $-2.2M | ||
| Q3 24 | $45.7M | $-2.0M | ||
| Q2 24 | $40.1M | $-8.0M | ||
| Q1 24 | $42.2M | $-20.5M |
自由现金流ACLSVELO
| Q4 25 | $-8.9M | $-8.3M | ||
| Q3 25 | $43.3M | $-6.3M | ||
| Q2 25 | $37.7M | $-3.0M | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | $-2.2M | ||
| Q3 24 | $41.8M | $-2.0M | ||
| Q2 24 | $38.1M | $-8.0M | ||
| Q1 24 | $40.6M | $-20.5M |
自由现金流率ACLSVELO
| Q4 25 | -3.7% | -88.3% | ||
| Q3 25 | 20.3% | -46.5% | ||
| Q2 25 | 19.4% | -22.2% | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | -17.7% | ||
| Q3 24 | 16.3% | -24.2% | ||
| Q2 24 | 14.8% | -77.1% | ||
| Q1 24 | 16.1% | -209.8% |
资本支出强度ACLSVELO
| Q4 25 | 1.0% | 6.4% | ||
| Q3 25 | 0.9% | 2.3% | ||
| Q2 25 | 1.0% | 13.3% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 1.8% | 0.2% | ||
| Q3 24 | 1.5% | 0.2% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 0.6% | 0.1% |
现金转化率ACLSVELO
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | -8.52× | ||
| 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% |
VELO
暂无分部数据
