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AXCELIS TECHNOLOGIES INC（ACLS）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Walker & Dunlop, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.4倍（$340.0M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -12.9%，领先27.3%），Walker & Dunlop, Inc.同比增速更快（-0.4% vs -5.6%），AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
ACLS vs WD — 直观对比
营收规模更大
WD
是对方的1.4倍
$238.3M
营收增速更快
WD
高出5.2%
-5.6%
净利率更高
ACLS
高出27.3%
-12.9%
自由现金流更多
ACLS
多$671.2M
$-680.1M
两年增速更快
WD
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $340.0M |
| 净利润 | $34.3M | $-13.9M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | -17.2% |
| 净利率 | 14.4% | -12.9% |
| 营收同比 | -5.6% | -0.4% |
| 净利润同比 | -31.3% | -131.0% |
| 每股收益（稀释后） | $1.11 | $-0.41 |
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ACLSWD
| Q4 25 | $238.3M | $340.0M | ||
| Q3 25 | $213.6M | $337.7M | ||
| Q2 25 | $194.5M | $319.2M | ||
| Q1 25 | $192.6M | $237.4M | ||
| Q4 24 | $252.4M | $341.5M | ||
| Q3 24 | $256.6M | $292.3M | ||
| Q2 24 | $256.5M | $270.7M | ||
| Q1 24 | $252.4M | $228.1M |
净利润ACLSWD
| Q4 25 | $34.3M | $-13.9M | ||
| Q3 25 | $26.0M | $33.5M | ||
| Q2 25 | $31.4M | $34.0M | ||
| Q1 25 | $28.6M | $2.8M | ||
| Q4 24 | $50.0M | $44.8M | ||
| Q3 24 | $48.6M | $28.8M | ||
| Q2 24 | $50.9M | $22.7M | ||
| Q1 24 | $51.6M | $11.9M |
毛利率ACLSWD
| 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ACLSWD
| Q4 25 | 15.2% | -17.2% | ||
| Q3 25 | 11.7% | 13.6% | ||
| Q2 25 | 14.9% | 14.5% | ||
| Q1 25 | 15.1% | 2.2% | ||
| Q4 24 | 21.6% | 15.3% | ||
| Q3 24 | 18.3% | 12.8% | ||
| Q2 24 | 20.6% | 10.4% | ||
| Q1 24 | 22.4% | 6.0% |
净利率ACLSWD
| Q4 25 | 14.4% | -12.9% | ||
| Q3 25 | 12.2% | 9.9% | ||
| Q2 25 | 16.1% | 10.6% | ||
| Q1 25 | 14.8% | 1.2% | ||
| Q4 24 | 19.8% | 13.1% | ||
| Q3 24 | 18.9% | 9.9% | ||
| Q2 24 | 19.8% | 8.4% | ||
| Q1 24 | 20.4% | 5.2% |
每股收益（稀释后）ACLSWD
| Q4 25 | $1.11 | $-0.41 | ||
| Q3 25 | $0.83 | $0.98 | ||
| Q2 25 | $0.98 | $0.99 | ||
| Q1 25 | $0.88 | $0.08 | ||
| Q4 24 | $1.54 | $1.32 | ||
| Q3 24 | $1.49 | $0.85 | ||
| Q2 24 | $1.55 | $0.67 | ||
| Q1 24 | $1.57 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.7B |
| 总资产 | $1.4B | $5.1B |
| 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ACLSWD
| Q4 25 | $374.3M | $299.3M | ||
| Q3 25 | $449.6M | $274.8M | ||
| Q2 25 | $549.8M | $233.7M | ||
| Q1 25 | $587.1M | $181.0M | ||
| Q4 24 | $571.3M | $279.3M | ||
| Q3 24 | $579.4M | $179.8M | ||
| Q2 24 | $548.3M | $208.1M | ||
| Q1 24 | $530.2M | $216.5M |
股东权益ACLSWD
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $975.6M | $1.7B | ||
| Q2 24 | $934.9M | $1.7B | ||
| Q1 24 | $901.7M | $1.7B |
总资产ACLSWD
| Q4 25 | $1.4B | $5.1B | ||
| Q3 25 | $1.4B | $5.8B | ||
| Q2 25 | $1.3B | $4.7B | ||
| Q1 25 | $1.3B | $4.5B | ||
| Q4 24 | $1.3B | $4.4B | ||
| Q3 24 | $1.3B | $4.6B | ||
| Q2 24 | $1.3B | $4.2B | ||
| Q1 24 | $1.3B | $3.8B |
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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-680.1M |
| 自由现金流率自由现金流/营收 | -3.7% | -200.0% |
| 资本支出强度资本支出/营收 | 1.0% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流ACLSWD
| Q4 25 | $-6.6M | $-664.3M | ||
| Q3 25 | $45.4M | $-948.1M | ||
| Q2 25 | $39.7M | $-238.5M | ||
| Q1 25 | $39.8M | $-281.1M | ||
| Q4 24 | $12.8M | $129.4M | ||
| Q3 24 | $45.7M | $-202.0M | ||
| Q2 24 | $40.1M | $-237.8M | ||
| Q1 24 | $42.2M | $38.4M |
自由现金流ACLSWD
| Q4 25 | $-8.9M | $-680.1M | ||
| Q3 25 | $43.3M | $-950.4M | ||
| Q2 25 | $37.7M | $-241.0M | ||
| Q1 25 | $34.8M | $-284.7M | ||
| Q4 24 | $8.1M | $116.4M | ||
| Q3 24 | $41.8M | $-204.0M | ||
| Q2 24 | $38.1M | $-241.7M | ||
| Q1 24 | $40.6M | $35.2M |
自由现金流率ACLSWD
| Q4 25 | -3.7% | -200.0% | ||
| Q3 25 | 20.3% | -281.5% | ||
| Q2 25 | 19.4% | -75.5% | ||
| Q1 25 | 18.1% | -120.0% | ||
| Q4 24 | 3.2% | 34.1% | ||
| Q3 24 | 16.3% | -69.8% | ||
| Q2 24 | 14.8% | -89.3% | ||
| Q1 24 | 16.1% | 15.4% |
资本支出强度ACLSWD
| Q4 25 | 1.0% | 4.6% | ||
| Q3 25 | 0.9% | 0.7% | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 2.6% | 1.5% | ||
| Q4 24 | 1.8% | 3.8% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | 0.8% | 1.4% | ||
| Q1 24 | 0.6% | 1.4% |
现金转化率ACLSWD
| Q4 25 | -0.19× | — | ||
| Q3 25 | 1.75× | -28.34× | ||
| Q2 25 | 1.27× | -7.02× | ||
| Q1 25 | 1.39× | -102.07× | ||
| Q4 24 | 0.26× | 2.89× | ||
| Q3 24 | 0.94× | -7.01× | ||
| Q2 24 | 0.79× | -10.49× | ||
| Q1 24 | 0.82× | 3.24× |
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% |
WD
暂无分部数据
