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AXCELIS TECHNOLOGIES INC（ACLS）与Via Renewables, Inc.（VIASP）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Via Renewables, Inc.的1.9倍（$238.3M vs $127.8M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 5.4%，领先9.0%），Via Renewables, Inc.同比增速更快（22.5% vs -5.6%），Via Renewables, Inc.自由现金流更多（$-4.8M vs $-8.9M），过去两年Via Renewables, Inc.的营收复合增速更高（5.9% 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。
EDF电力解决方案是法国电力集团旗下全资子公司，专注可再生能源发电业务。作为一体化运营商，该集团开展可再生能源项目开发与融资，推进设施建设，同时为自有及第三方的可再生能源项目提供运营与维护服务。
ACLS vs VIASP — 直观对比
营收规模更大
ACLS
是对方的1.9倍
$127.8M
营收增速更快
VIASP
高出28.1%
-5.6%
净利率更高
ACLS
高出9.0%
5.4%
自由现金流更多
VIASP
多$4.1M
$-8.9M
两年增速更快
VIASP
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $127.8M |
| 净利润 | $34.3M | $6.9M |
| 毛利率 | 47.0% | 34.4% |
| 营业利润率 | 15.2% | 15.2% |
| 净利率 | 14.4% | 5.4% |
| 营收同比 | -5.6% | 22.5% |
| 净利润同比 | -31.3% | -30.9% |
| 每股收益（稀释后） | $1.11 | $1.19 |
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ACLSVIASP
| Q4 25 | $238.3M | $127.8M | ||
| Q3 25 | $213.6M | $103.3M | ||
| Q2 25 | $194.5M | $90.0M | ||
| Q1 25 | $192.6M | $142.3M | ||
| Q4 24 | $252.4M | $104.3M | ||
| Q3 24 | $256.6M | $93.8M | ||
| Q2 24 | $256.5M | $86.7M | ||
| Q1 24 | $252.4M | $114.1M |
净利润ACLSVIASP
| Q4 25 | $34.3M | $6.9M | ||
| Q3 25 | $26.0M | $757.0K | ||
| Q2 25 | $31.4M | $2.7M | ||
| Q1 25 | $28.6M | $8.8M | ||
| Q4 24 | $50.0M | $9.9M | ||
| Q3 24 | $48.6M | $2.1M | ||
| Q2 24 | $50.9M | $7.6M | ||
| Q1 24 | $51.6M | $8.6M |
毛利率ACLSVIASP
| Q4 25 | 47.0% | 34.4% | ||
| Q3 25 | 41.6% | 23.1% | ||
| Q2 25 | 44.9% | 30.0% | ||
| Q1 25 | 46.1% | 32.9% | ||
| Q4 24 | 46.0% | 51.9% | ||
| Q3 24 | 42.9% | 26.8% | ||
| Q2 24 | 43.8% | 50.4% | ||
| Q1 24 | 46.0% | 39.5% |
营业利润率ACLSVIASP
| Q4 25 | 15.2% | 15.2% | ||
| Q3 25 | 11.7% | 3.1% | ||
| Q2 25 | 14.9% | 6.7% | ||
| Q1 25 | 15.1% | 17.5% | ||
| Q4 24 | 21.6% | 31.5% | ||
| Q3 24 | 18.3% | 5.3% | ||
| Q2 24 | 20.6% | 23.8% | ||
| Q1 24 | 22.4% | 22.6% |
净利率ACLSVIASP
| Q4 25 | 14.4% | 5.4% | ||
| Q3 25 | 12.2% | 0.7% | ||
| Q2 25 | 16.1% | 3.0% | ||
| Q1 25 | 14.8% | 6.2% | ||
| Q4 24 | 19.8% | 9.5% | ||
| Q3 24 | 18.9% | 2.3% | ||
| Q2 24 | 19.8% | 8.8% | ||
| Q1 24 | 20.4% | 7.5% |
每股收益（稀释后）ACLSVIASP
| Q4 25 | $1.11 | $1.19 | ||
| Q3 25 | $0.83 | $-0.41 | ||
| Q2 25 | $0.98 | $0.09 | ||
| Q1 25 | $0.88 | $1.83 | ||
| Q4 24 | $1.54 | $2.33 | ||
| Q3 24 | $1.49 | $-0.17 | ||
| Q2 24 | $1.55 | $1.51 | ||
| Q1 24 | $1.57 | $1.81 |
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 | $41.8M |
| 总债务越低越好 | — | $120.0M |
| 股东权益账面价值 | $1.0B | $67.7M |
| 总资产 | $1.4B | $331.3M |
| 负债/权益比越低杠杆越低 | — | 1.77× |
8季度趋势，按日历期对齐
现金及短期投资ACLSVIASP
| Q4 25 | $374.3M | $41.8M | ||
| Q3 25 | $449.6M | $53.6M | ||
| Q2 25 | $549.8M | $62.1M | ||
| Q1 25 | $587.1M | $64.7M | ||
| Q4 24 | $571.3M | $53.1M | ||
| Q3 24 | $579.4M | $66.6M | ||
| Q2 24 | $548.3M | $53.6M | ||
| Q1 24 | $530.2M | $50.4M |
总债务ACLSVIASP
| Q4 25 | — | $120.0M | ||
| Q3 25 | — | $105.0M | ||
| Q2 25 | — | $100.0M | ||
| Q1 25 | — | $101.0M | ||
| Q4 24 | — | $106.0M | ||
| Q3 24 | — | $89.0M | ||
| Q2 24 | — | $93.0M | ||
| Q1 24 | — | $91.0M |
股东权益ACLSVIASP
| Q4 25 | $1.0B | $67.7M | ||
| Q3 25 | $1.0B | $63.7M | ||
| Q2 25 | $1.0B | $68.2M | ||
| Q1 25 | $1.0B | $72.7M | ||
| Q4 24 | $1.0B | $66.7M | ||
| Q3 24 | $975.6M | $58.2M | ||
| Q2 24 | $934.9M | $58.3M | ||
| Q1 24 | $901.7M | $53.2M |
总资产ACLSVIASP
| Q4 25 | $1.4B | $331.3M | ||
| Q3 25 | $1.4B | $304.8M | ||
| Q2 25 | $1.3B | $316.3M | ||
| Q1 25 | $1.3B | $347.4M | ||
| Q4 24 | $1.3B | $344.9M | ||
| Q3 24 | $1.3B | $298.4M | ||
| Q2 24 | $1.3B | $299.7M | ||
| Q1 24 | $1.3B | $302.7M |
负债/权益比ACLSVIASP
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.47× | ||
| Q1 25 | — | 1.39× | ||
| Q4 24 | — | 1.59× | ||
| Q3 24 | — | 1.53× | ||
| Q2 24 | — | 1.60× | ||
| Q1 24 | — | 1.71× |
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 | $-4.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-4.8M |
| 自由现金流率自由现金流/营收 | -3.7% | -3.7% |
| 资本支出强度资本支出/营收 | 1.0% | 0.4% |
| 现金转化率经营现金流/净利润 | -0.19× | -0.61× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $39.1M |
8季度趋势，按日历期对齐
经营现金流ACLSVIASP
| Q4 25 | $-6.6M | $-4.2M | ||
| Q3 25 | $45.4M | $2.4M | ||
| Q2 25 | $39.7M | $19.0M | ||
| Q1 25 | $39.8M | $24.9M | ||
| Q4 24 | $12.8M | $2.0M | ||
| Q3 24 | $45.7M | $20.1M | ||
| Q2 24 | $40.1M | $11.2M | ||
| Q1 24 | $42.2M | $17.1M |
自由现金流ACLSVIASP
| Q4 25 | $-8.9M | $-4.8M | ||
| Q3 25 | $43.3M | $1.9M | ||
| Q2 25 | $37.7M | $18.4M | ||
| Q1 25 | $34.8M | $23.5M | ||
| Q4 24 | $8.1M | $1.6M | ||
| Q3 24 | $41.8M | $19.7M | ||
| Q2 24 | $38.1M | $10.9M | ||
| Q1 24 | $40.6M | $16.6M |
自由现金流率ACLSVIASP
| Q4 25 | -3.7% | -3.7% | ||
| Q3 25 | 20.3% | 1.9% | ||
| Q2 25 | 19.4% | 20.5% | ||
| Q1 25 | 18.1% | 16.5% | ||
| Q4 24 | 3.2% | 1.5% | ||
| Q3 24 | 16.3% | 21.0% | ||
| Q2 24 | 14.8% | 12.6% | ||
| Q1 24 | 16.1% | 14.6% |
资本支出强度ACLSVIASP
| Q4 25 | 1.0% | 0.4% | ||
| Q3 25 | 0.9% | 0.4% | ||
| Q2 25 | 1.0% | 0.6% | ||
| Q1 25 | 2.6% | 1.0% | ||
| Q4 24 | 1.8% | 0.4% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 0.8% | 0.3% | ||
| Q1 24 | 0.6% | 0.4% |
现金转化率ACLSVIASP
| Q4 25 | -0.19× | -0.61× | ||
| Q3 25 | 1.75× | 3.12× | ||
| Q2 25 | 1.27× | 6.94× | ||
| Q1 25 | 1.39× | 2.84× | ||
| Q4 24 | 0.26× | 0.20× | ||
| Q3 24 | 0.94× | 9.41× | ||
| Q2 24 | 0.79× | 1.47× | ||
| Q1 24 | 0.82× | 2.00× |
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% |
VIASP
| Retail Electricity | $79.7M | 62% |
| Retail Natural Gas | $48.9M | 38% |
