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AXCELIS TECHNOLOGIES INC（ACLS）与威瑞信（VRSN）财务数据对比。点击上方公司名可切换其他公司
威瑞信的季度营收约是AXCELIS TECHNOLOGIES INC的1.8倍（$425.3M vs $238.3M），威瑞信净利率更高（48.5% vs 14.4%，领先34.1%），威瑞信同比增速更快（7.6% vs -5.6%），威瑞信自由现金流更多（$285.1M vs $-8.9M），过去两年威瑞信的营收复合增速更高（5.2% 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。
威瑞信是总部位于美国弗吉尼亚州雷斯顿的网络基础设施服务商，运营全球互联网13台根域名服务器中的2台，同时是.com、.net、.name、.cc等顶级域名的权威注册管理机构，还负责.jobs、.edu等赞助类顶级域名的后端系统运维工作。
ACLS vs VRSN — 直观对比
营收规模更大
VRSN
是对方的1.8倍
$238.3M
营收增速更快
VRSN
高出13.1%
-5.6%
净利率更高
VRSN
高出34.1%
14.4%
自由现金流更多
VRSN
多$294.0M
$-8.9M
两年增速更快
VRSN
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $425.3M |
| 净利润 | $34.3M | $206.2M |
| 毛利率 | 47.0% | 88.5% |
| 营业利润率 | 15.2% | 67.0% |
| 净利率 | 14.4% | 48.5% |
| 营收同比 | -5.6% | 7.6% |
| 净利润同比 | -31.3% | 7.7% |
| 每股收益（稀释后） | $1.11 | — |
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ACLSVRSN
| Q4 25 | $238.3M | $425.3M | ||
| Q3 25 | $213.6M | $419.1M | ||
| Q2 25 | $194.5M | $409.9M | ||
| Q1 25 | $192.6M | $402.3M | ||
| Q4 24 | $252.4M | $395.4M | ||
| Q3 24 | $256.6M | $390.6M | ||
| Q2 24 | $256.5M | $387.1M | ||
| Q1 24 | $252.4M | $384.3M |
净利润ACLSVRSN
| Q4 25 | $34.3M | $206.2M | ||
| Q3 25 | $26.0M | $212.8M | ||
| Q2 25 | $31.4M | $207.4M | ||
| Q1 25 | $28.6M | $199.3M | ||
| Q4 24 | $50.0M | $191.5M | ||
| Q3 24 | $48.6M | $201.3M | ||
| Q2 24 | $50.9M | $198.8M | ||
| Q1 24 | $51.6M | $194.1M |
毛利率ACLSVRSN
| Q4 25 | 47.0% | 88.5% | ||
| Q3 25 | 41.6% | 88.4% | ||
| Q2 25 | 44.9% | 88.0% | ||
| Q1 25 | 46.1% | 87.7% | ||
| Q4 24 | 46.0% | 87.8% | ||
| Q3 24 | 42.9% | 88.0% | ||
| Q2 24 | 43.8% | 87.8% | ||
| Q1 24 | 46.0% | 87.2% |
营业利润率ACLSVRSN
| Q4 25 | 15.2% | 67.0% | ||
| Q3 25 | 11.7% | 67.8% | ||
| Q2 25 | 14.9% | 68.5% | ||
| Q1 25 | 15.1% | 67.4% | ||
| Q4 24 | 21.6% | 66.7% | ||
| Q3 24 | 18.3% | 68.9% | ||
| Q2 24 | 20.6% | 68.8% | ||
| Q1 24 | 22.4% | 67.4% |
净利率ACLSVRSN
| Q4 25 | 14.4% | 48.5% | ||
| Q3 25 | 12.2% | 50.8% | ||
| Q2 25 | 16.1% | 50.6% | ||
| Q1 25 | 14.8% | 49.5% | ||
| Q4 24 | 19.8% | 48.4% | ||
| Q3 24 | 18.9% | 51.5% | ||
| Q2 24 | 19.8% | 51.4% | ||
| Q1 24 | 20.4% | 50.5% |
每股收益（稀释后）ACLSVRSN
| Q4 25 | $1.11 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.88 | — | ||
| Q4 24 | $1.54 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.55 | — | ||
| Q1 24 | $1.57 | — |
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 | $580.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $-2.2B |
| 总资产 | $1.4B | $1.3B |
| 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ACLSVRSN
| Q4 25 | $374.3M | $580.5M | ||
| Q3 25 | $449.6M | $617.7M | ||
| Q2 25 | $549.8M | $593.8M | ||
| Q1 25 | $587.1M | $648.5M | ||
| Q4 24 | $571.3M | $599.9M | ||
| Q3 24 | $579.4M | $644.9M | ||
| Q2 24 | $548.3M | $689.9M | ||
| Q1 24 | $530.2M | $924.7M |
股东权益ACLSVRSN
| Q4 25 | $1.0B | $-2.2B | ||
| Q3 25 | $1.0B | $-2.1B | ||
| Q2 25 | $1.0B | $-2.0B | ||
| Q1 25 | $1.0B | $-2.0B | ||
| Q4 24 | $1.0B | $-2.0B | ||
| Q3 24 | $975.6M | $-1.9B | ||
| Q2 24 | $934.9M | $-1.8B | ||
| Q1 24 | $901.7M | $-1.6B |
总资产ACLSVRSN
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.3B | $1.7B |
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 | $289.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $285.1M |
| 自由现金流率自由现金流/营收 | -3.7% | 67.0% |
| 资本支出强度资本支出/营收 | 1.0% | 1.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 1.40× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $1.1B |
8季度趋势，按日历期对齐
经营现金流ACLSVRSN
| Q4 25 | $-6.6M | $289.6M | ||
| Q3 25 | $45.4M | $307.7M | ||
| Q2 25 | $39.7M | $202.5M | ||
| Q1 25 | $39.8M | $291.3M | ||
| Q4 24 | $12.8M | $231.5M | ||
| Q3 24 | $45.7M | $253.4M | ||
| Q2 24 | $40.1M | $160.4M | ||
| Q1 24 | $42.2M | $257.3M |
自由现金流ACLSVRSN
| Q4 25 | $-8.9M | $285.1M | ||
| Q3 25 | $43.3M | $303.0M | ||
| Q2 25 | $37.7M | $194.7M | ||
| Q1 25 | $34.8M | $285.5M | ||
| Q4 24 | $8.1M | $222.0M | ||
| Q3 24 | $41.8M | $247.8M | ||
| Q2 24 | $38.1M | $151.2M | ||
| Q1 24 | $40.6M | $253.5M |
自由现金流率ACLSVRSN
| Q4 25 | -3.7% | 67.0% | ||
| Q3 25 | 20.3% | 72.3% | ||
| Q2 25 | 19.4% | 47.5% | ||
| Q1 25 | 18.1% | 71.0% | ||
| Q4 24 | 3.2% | 56.1% | ||
| Q3 24 | 16.3% | 63.4% | ||
| Q2 24 | 14.8% | 39.1% | ||
| Q1 24 | 16.1% | 66.0% |
资本支出强度ACLSVRSN
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 0.9% | 1.1% | ||
| Q2 25 | 1.0% | 1.9% | ||
| Q1 25 | 2.6% | 1.4% | ||
| Q4 24 | 1.8% | 2.4% | ||
| Q3 24 | 1.5% | 1.4% | ||
| Q2 24 | 0.8% | 2.4% | ||
| Q1 24 | 0.6% | 1.0% |
现金转化率ACLSVRSN
| Q4 25 | -0.19× | 1.40× | ||
| Q3 25 | 1.75× | 1.45× | ||
| Q2 25 | 1.27× | 0.98× | ||
| Q1 25 | 1.39× | 1.46× | ||
| Q4 24 | 0.26× | 1.21× | ||
| Q3 24 | 0.94× | 1.26× | ||
| Q2 24 | 0.79× | 0.81× | ||
| Q1 24 | 0.82× | 1.33× |
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% |
VRSN
暂无分部数据
