vs
AXCELIS TECHNOLOGIES INC（ACLS）与W. P. Carey Inc.（WPC）财务数据对比。点击上方公司名可切换其他公司
W. P. Carey Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.9倍（$444.5M vs $238.3M），W. P. Carey Inc.净利率更高（33.4% vs 14.4%，领先19.0%），W. P. Carey Inc.同比增速更快（9.4% vs -5.6%），过去两年W. P. Carey Inc.的营收复合增速更高（6.8% 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。
W.P.凯里是一家房地产投资信托企业，主打投资以三净租赁模式租予单一租户的物业。公司注册地位于美国马里兰州，核心办公地点设在纽约市，深耕商业地产投资领域，拥有成熟的运营经验与优质的项目资源。
ACLS vs WPC — 直观对比
营收规模更大
WPC
是对方的1.9倍
$238.3M
营收增速更快
WPC
高出15.0%
-5.6%
净利率更高
WPC
高出19.0%
14.4%
两年增速更快
WPC
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $444.5M |
| 净利润 | $34.3M | $148.3M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 34.5% |
| 净利率 | 14.4% | 33.4% |
| 营收同比 | -5.6% | 9.4% |
| 净利润同比 | -31.3% | 215.4% |
| 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ACLSWPC
| Q4 25 | $238.3M | $444.5M | ||
| Q3 25 | $213.6M | $431.3M | ||
| Q2 25 | $194.5M | $430.8M | ||
| Q1 25 | $192.6M | $409.9M | ||
| Q4 24 | $252.4M | $406.2M | ||
| Q3 24 | $256.6M | $397.4M | ||
| Q2 24 | $256.5M | $389.7M | ||
| Q1 24 | $252.4M | $389.8M |
净利润ACLSWPC
| Q4 25 | $34.3M | $148.3M | ||
| Q3 25 | $26.0M | $141.0M | ||
| Q2 25 | $31.4M | $51.2M | ||
| Q1 25 | $28.6M | $125.8M | ||
| Q4 24 | $50.0M | $47.0M | ||
| Q3 24 | $48.6M | $111.7M | ||
| Q2 24 | $50.9M | $142.9M | ||
| Q1 24 | $51.6M | $159.2M |
毛利率ACLSWPC
| 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ACLSWPC
| Q4 25 | 15.2% | 34.5% | ||
| Q3 25 | 11.7% | 34.7% | ||
| Q2 25 | 14.9% | 15.0% | ||
| Q1 25 | 15.1% | 33.5% | ||
| Q4 24 | 21.6% | 13.5% | ||
| Q3 24 | 18.3% | 30.4% | ||
| Q2 24 | 20.6% | 38.3% | ||
| Q1 24 | 22.4% | 43.0% |
净利率ACLSWPC
| Q4 25 | 14.4% | 33.4% | ||
| Q3 25 | 12.2% | 32.7% | ||
| Q2 25 | 16.1% | 11.9% | ||
| Q1 25 | 14.8% | 30.7% | ||
| Q4 24 | 19.8% | 11.6% | ||
| Q3 24 | 18.9% | 28.1% | ||
| Q2 24 | 19.8% | 36.7% | ||
| Q1 24 | 20.4% | 40.8% |
每股收益（稀释后）ACLSWPC
| 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 | $155.3M |
| 总债务越低越好 | — | $8.7B |
| 股东权益账面价值 | $1.0B | $8.1B |
| 总资产 | $1.4B | $18.0B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资ACLSWPC
| Q4 25 | $374.3M | $155.3M | ||
| Q3 25 | $449.6M | $249.0M | ||
| Q2 25 | $549.8M | $244.8M | ||
| Q1 25 | $587.1M | $187.8M | ||
| Q4 24 | $571.3M | $640.4M | ||
| Q3 24 | $579.4M | $818.2M | ||
| Q2 24 | $548.3M | $1.1B | ||
| Q1 24 | $530.2M | $777.0M |
总债务ACLSWPC
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.7B | ||
| Q2 25 | — | $8.6B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $8.1B | ||
| Q1 24 | — | $7.9B |
股东权益ACLSWPC
| Q4 25 | $1.0B | $8.1B | ||
| Q3 25 | $1.0B | $8.2B | ||
| Q2 25 | $1.0B | $8.2B | ||
| Q1 25 | $1.0B | $8.4B | ||
| Q4 24 | $1.0B | $8.4B | ||
| Q3 24 | $975.6M | $8.6B | ||
| Q2 24 | $934.9M | $8.6B | ||
| Q1 24 | $901.7M | $8.7B |
总资产ACLSWPC
| Q4 25 | $1.4B | $18.0B | ||
| Q3 25 | $1.4B | $18.0B | ||
| Q2 25 | $1.3B | $18.0B | ||
| Q1 25 | $1.3B | $17.3B | ||
| Q4 24 | $1.3B | $17.5B | ||
| Q3 24 | $1.3B | $17.6B | ||
| Q2 24 | $1.3B | $17.8B | ||
| Q1 24 | $1.3B | $17.6B |
负债/权益比ACLSWPC
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 0.94× | ||
| Q1 24 | — | 0.91× |
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 | $304.6M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | — |
| 自由现金流率自由现金流/营收 | -3.7% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | -0.19× | 2.05× |
| 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ACLSWPC
| Q4 25 | $-6.6M | $304.6M | ||
| Q3 25 | $45.4M | $300.5M | ||
| Q2 25 | $39.7M | $404.0M | ||
| Q1 25 | $39.8M | $273.2M | ||
| Q4 24 | $12.8M | $296.3M | ||
| Q3 24 | $45.7M | $280.2M | ||
| Q2 24 | $40.1M | $221.0M | ||
| Q1 24 | $42.2M | $1.0B |
自由现金流ACLSWPC
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $41.8M | — | ||
| Q2 24 | $38.1M | — | ||
| Q1 24 | $40.6M | — |
自由现金流率ACLSWPC
| Q4 25 | -3.7% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 14.8% | — | ||
| Q1 24 | 16.1% | — |
资本支出强度ACLSWPC
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
现金转化率ACLSWPC
| Q4 25 | -0.19× | 2.05× | ||
| Q3 25 | 1.75× | 2.13× | ||
| Q2 25 | 1.27× | 7.89× | ||
| Q1 25 | 1.39× | 2.17× | ||
| Q4 24 | 0.26× | 6.30× | ||
| Q3 24 | 0.94× | 2.51× | ||
| Q2 24 | 0.79× | 1.55× | ||
| Q1 24 | 0.82× | 6.50× |
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% |
WPC
暂无分部数据
