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AXCELIS TECHNOLOGIES INC（ACLS）与WAFD INC（WAFD）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WAFD INC的1.2倍（$238.3M vs $191.4M），WAFD INC净利率更高（33.5% vs 14.4%，领先19.2%），WAFD INC同比增速更快（11.8% vs -5.6%），WAFD INC自由现金流更多（$50.0M vs $-8.9M），过去两年WAFD INC的营收复合增速更高（5.5% 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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
ACLS vs WAFD — 直观对比
营收规模更大
ACLS
是对方的1.2倍
$191.4M
营收增速更快
WAFD
高出17.4%
-5.6%
净利率更高
WAFD
高出19.2%
14.4%
自由现金流更多
WAFD
多$58.9M
$-8.9M
两年增速更快
WAFD
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $191.4M |
| 净利润 | $34.3M | $64.2M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 43.0% |
| 净利率 | 14.4% | 33.5% |
| 营收同比 | -5.6% | 11.8% |
| 净利润同比 | -31.3% | 35.8% |
| 每股收益（稀释后） | $1.11 | $0.79 |
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ACLSWAFD
| Q4 25 | $238.3M | $191.4M | ||
| Q3 25 | $213.6M | $188.3M | ||
| Q2 25 | $194.5M | $186.3M | ||
| Q1 25 | $192.6M | $179.8M | ||
| Q4 24 | $252.4M | $171.1M | ||
| Q3 24 | $256.6M | $188.7M | ||
| Q2 24 | $256.5M | $194.4M | ||
| Q1 24 | $252.4M | $172.0M |
净利润ACLSWAFD
| Q4 25 | $34.3M | $64.2M | ||
| Q3 25 | $26.0M | $60.6M | ||
| Q2 25 | $31.4M | $62.0M | ||
| Q1 25 | $28.6M | $56.3M | ||
| Q4 24 | $50.0M | $47.3M | ||
| Q3 24 | $48.6M | $61.1M | ||
| Q2 24 | $50.9M | $64.6M | ||
| Q1 24 | $51.6M | $15.9M |
毛利率ACLSWAFD
| Q4 25 | 47.0% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 46.1% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 42.9% | — | ||
| Q2 24 | 43.8% | — | ||
| Q1 24 | 46.0% | — |
营业利润率ACLSWAFD
| Q4 25 | 15.2% | 43.0% | ||
| Q3 25 | 11.7% | 41.2% | ||
| Q2 25 | 14.9% | 42.8% | ||
| Q1 25 | 15.1% | 40.1% | ||
| Q4 24 | 21.6% | 35.2% | ||
| Q3 24 | 18.3% | 42.8% | ||
| Q2 24 | 20.6% | 42.6% | ||
| Q1 24 | 22.4% | 12.2% |
净利率ACLSWAFD
| Q4 25 | 14.4% | 33.5% | ||
| Q3 25 | 12.2% | 32.2% | ||
| Q2 25 | 16.1% | 33.3% | ||
| Q1 25 | 14.8% | 31.3% | ||
| Q4 24 | 19.8% | 27.6% | ||
| Q3 24 | 18.9% | 32.4% | ||
| Q2 24 | 19.8% | 33.2% | ||
| Q1 24 | 20.4% | 9.2% |
每股收益（稀释后）ACLSWAFD
| Q4 25 | $1.11 | $0.79 | ||
| Q3 25 | $0.83 | $0.71 | ||
| Q2 25 | $0.98 | $0.73 | ||
| Q1 25 | $0.88 | $0.65 | ||
| Q4 24 | $1.54 | $0.54 | ||
| Q3 24 | $1.49 | $0.73 | ||
| Q2 24 | $1.55 | $0.75 | ||
| Q1 24 | $1.57 | $0.17 |
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 | $734.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $3.0B |
| 总资产 | $1.4B | $27.3B |
| 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ACLSWAFD
| Q4 25 | $374.3M | $734.9M | ||
| Q3 25 | $449.6M | $657.3M | ||
| Q2 25 | $549.8M | $809.3M | ||
| Q1 25 | $587.1M | $1.2B | ||
| Q4 24 | $571.3M | $1.5B | ||
| Q3 24 | $579.4M | $2.4B | ||
| Q2 24 | $548.3M | $2.5B | ||
| Q1 24 | $530.2M | $1.5B |
股东权益ACLSWAFD
| Q4 25 | $1.0B | $3.0B | ||
| Q3 25 | $1.0B | $3.0B | ||
| Q2 25 | $1.0B | $3.0B | ||
| Q1 25 | $1.0B | $3.0B | ||
| Q4 24 | $1.0B | $3.0B | ||
| Q3 24 | $975.6M | $3.0B | ||
| Q2 24 | $934.9M | $3.0B | ||
| Q1 24 | $901.7M | $2.9B |
总资产ACLSWAFD
| Q4 25 | $1.4B | $27.3B | ||
| Q3 25 | $1.4B | $26.7B | ||
| Q2 25 | $1.3B | $26.7B | ||
| Q1 25 | $1.3B | $27.6B | ||
| Q4 24 | $1.3B | $27.7B | ||
| Q3 24 | $1.3B | $28.1B | ||
| Q2 24 | $1.3B | $28.6B | ||
| Q1 24 | $1.3B | $30.1B |
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 | $60.5M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $50.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 26.1% |
| 资本支出强度资本支出/营收 | 1.0% | 5.5% |
| 现金转化率经营现金流/净利润 | -0.19× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $377.9M |
8季度趋势，按日历期对齐
经营现金流ACLSWAFD
| Q4 25 | $-6.6M | $60.5M | ||
| Q3 25 | $45.4M | $237.0M | ||
| Q2 25 | $39.7M | $58.0M | ||
| Q1 25 | $39.8M | $72.1M | ||
| Q4 24 | $12.8M | $49.4M | ||
| Q3 24 | $45.7M | $439.2M | ||
| Q2 24 | $40.1M | $63.1M | ||
| Q1 24 | $42.2M | $169.2M |
自由现金流ACLSWAFD
| Q4 25 | $-8.9M | $50.0M | ||
| Q3 25 | $43.3M | $208.2M | ||
| Q2 25 | $37.7M | $53.1M | ||
| Q1 25 | $34.8M | $66.6M | ||
| Q4 24 | $8.1M | $43.0M | ||
| Q3 24 | $41.8M | $414.6M | ||
| Q2 24 | $38.1M | $58.3M | ||
| Q1 24 | $40.6M | $164.8M |
自由现金流率ACLSWAFD
| Q4 25 | -3.7% | 26.1% | ||
| Q3 25 | 20.3% | 110.6% | ||
| Q2 25 | 19.4% | 28.5% | ||
| Q1 25 | 18.1% | 37.0% | ||
| Q4 24 | 3.2% | 25.1% | ||
| Q3 24 | 16.3% | 219.7% | ||
| Q2 24 | 14.8% | 30.0% | ||
| Q1 24 | 16.1% | 95.8% |
资本支出强度ACLSWAFD
| Q4 25 | 1.0% | 5.5% | ||
| Q3 25 | 0.9% | 15.2% | ||
| Q2 25 | 1.0% | 2.6% | ||
| Q1 25 | 2.6% | 3.1% | ||
| Q4 24 | 1.8% | 3.8% | ||
| Q3 24 | 1.5% | 13.1% | ||
| Q2 24 | 0.8% | 2.5% | ||
| Q1 24 | 0.6% | 2.6% |
现金转化率ACLSWAFD
| Q4 25 | -0.19× | 0.94× | ||
| Q3 25 | 1.75× | 3.91× | ||
| Q2 25 | 1.27× | 0.94× | ||
| Q1 25 | 1.39× | 1.28× | ||
| Q4 24 | 0.26× | 1.05× | ||
| Q3 24 | 0.94× | 7.18× | ||
| Q2 24 | 0.79× | 0.98× | ||
| Q1 24 | 0.82× | 10.65× |
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% |
WAFD
暂无分部数据
