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AXCELIS TECHNOLOGIES INC(ACLS)与WSFS FINANCIAL CORP(WSFS)财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.2倍($275.3M vs $238.3M),WSFS FINANCIAL CORP净利率更高(31.5% vs 14.4%,领先17.1%),WSFS FINANCIAL CORP同比增速更快(7.5% vs -5.6%),过去两年WSFS FINANCIAL CORP的营收复合增速更高(1.7% 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。
WSFS金融集团是一家金融服务企业,核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点,其中88个为银行网点,分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州,提供全面金融服务。
ACLS vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.2倍
$238.3M
营收增速更快
WSFS
高出13.1%
-5.6%
净利率更高
WSFS
高出17.1%
14.4%
两年增速更快
WSFS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $238.3M | $275.3M |
| 净利润 | $34.3M | $86.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | — |
| 净利率 | 14.4% | 31.5% |
| 营收同比 | -5.6% | 7.5% |
| 净利润同比 | -31.3% | 31.7% |
| 每股收益(稀释后) | $1.11 | $1.64 |
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
ACLS
WSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $238.3M | $271.9M | ||
| Q3 25 | $213.6M | $270.5M | ||
| Q2 25 | $194.5M | $267.5M | ||
| Q1 25 | $192.6M | $256.1M | ||
| Q4 24 | $252.4M | $261.5M | ||
| Q3 24 | $256.6M | $267.7M | ||
| Q2 24 | $256.5M | $266.0M |
净利润
ACLS
WSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $34.3M | $72.7M | ||
| Q3 25 | $26.0M | $76.4M | ||
| Q2 25 | $31.4M | $72.3M | ||
| Q1 25 | $28.6M | $65.9M | ||
| Q4 24 | $50.0M | $64.2M | ||
| Q3 24 | $48.6M | $64.4M | ||
| Q2 24 | $50.9M | $69.3M |
毛利率
ACLS
WSFS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
ACLS
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 35.8% | ||
| Q3 25 | 11.7% | 37.3% | ||
| Q2 25 | 14.9% | 35.7% | ||
| Q1 25 | 15.1% | 34.0% | ||
| Q4 24 | 21.6% | 32.3% | ||
| Q3 24 | 18.3% | 31.9% | ||
| Q2 24 | 20.6% | 34.0% |
净利率
ACLS
WSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | 14.4% | 26.7% | ||
| Q3 25 | 12.2% | 28.3% | ||
| Q2 25 | 16.1% | 27.0% | ||
| Q1 25 | 14.8% | 25.7% | ||
| Q4 24 | 19.8% | 24.6% | ||
| Q3 24 | 18.9% | 24.1% | ||
| Q2 24 | 19.8% | 26.0% |
每股收益(稀释后)
ACLS
WSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $1.11 | $1.33 | ||
| Q3 25 | $0.83 | $1.37 | ||
| Q2 25 | $0.98 | $1.27 | ||
| Q1 25 | $0.88 | $1.12 | ||
| Q4 24 | $1.54 | $1.08 | ||
| Q3 24 | $1.49 | $1.08 | ||
| Q2 24 | $1.55 | $1.16 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $2.7B |
| 总资产 | $1.4B | $22.1B |
| 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
ACLS
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $374.3M | $1.7B | ||
| Q3 25 | $449.6M | — | ||
| Q2 25 | $549.8M | — | ||
| Q1 25 | $587.1M | — | ||
| Q4 24 | $571.3M | $1.2B | ||
| Q3 24 | $579.4M | — | ||
| Q2 24 | $548.3M | — |
股东权益
ACLS
WSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $1.0B | $2.7B | ||
| Q3 25 | $1.0B | $2.8B | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | $1.0B | $2.7B | ||
| Q4 24 | $1.0B | $2.6B | ||
| Q3 24 | $975.6M | $2.7B | ||
| Q2 24 | $934.9M | $2.5B |
总资产
ACLS
WSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $1.4B | $21.3B | ||
| Q3 25 | $1.4B | $20.8B | ||
| Q2 25 | $1.3B | $20.8B | ||
| Q1 25 | $1.3B | $20.5B | ||
| Q4 24 | $1.3B | $20.8B | ||
| Q3 24 | $1.3B | $20.9B | ||
| Q2 24 | $1.3B | $20.7B |
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 | — |
| 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× | — |
| 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
ACLS
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $220.0M | ||
| Q3 25 | $45.4M | $121.5M | ||
| Q2 25 | $39.7M | $37.2M | ||
| Q1 25 | $39.8M | $8.7M | ||
| Q4 24 | $12.8M | $219.9M | ||
| Q3 24 | $45.7M | $3.1M | ||
| Q2 24 | $40.1M | $44.8M |
自由现金流
ACLS
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $213.6M | ||
| Q3 25 | $43.3M | $120.3M | ||
| Q2 25 | $37.7M | $35.2M | ||
| Q1 25 | $34.8M | $6.3M | ||
| Q4 24 | $8.1M | $205.6M | ||
| Q3 24 | $41.8M | $-489.0K | ||
| Q2 24 | $38.1M | $42.1M |
自由现金流率
ACLS
WSFS
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | 78.6% | ||
| Q3 25 | 20.3% | 44.5% | ||
| Q2 25 | 19.4% | 13.2% | ||
| Q1 25 | 18.1% | 2.5% | ||
| Q4 24 | 3.2% | 78.6% | ||
| Q3 24 | 16.3% | -0.2% | ||
| Q2 24 | 14.8% | 15.8% |
资本支出强度
ACLS
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | 0.9% | 0.5% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 1.8% | 5.5% | ||
| Q3 24 | 1.5% | 1.4% | ||
| Q2 24 | 0.8% | 1.0% |
现金转化率
ACLS
WSFS
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 3.03× | ||
| Q3 25 | 1.75× | 1.59× | ||
| Q2 25 | 1.27× | 0.51× | ||
| Q1 25 | 1.39× | 0.13× | ||
| Q4 24 | 0.26× | 3.43× | ||
| Q3 24 | 0.94× | 0.05× | ||
| Q2 24 | 0.79× | 0.65× |
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% |
WSFS
暂无分部数据