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AXCELIS TECHNOLOGIES INC（ACLS）与EXPRO GROUP HOLDINGS N.V.（XPRO）财务数据对比。点击上方公司名可切换其他公司
EXPRO GROUP HOLDINGS N.V.的季度营收约是AXCELIS TECHNOLOGIES INC的1.6倍（$382.1M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 1.5%，领先12.9%），AXCELIS TECHNOLOGIES INC同比增速更快（-5.6% vs -12.5%），EXPRO GROUP HOLDINGS N.V.自由现金流更多（$23.2M vs $-8.9M），过去两年EXPRO GROUP HOLDINGS N.V.的营收复合增速更高（-0.2% 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。
Expro是一家能源服务提供商，总部位于美国得克萨斯州休斯敦，主要为油气等能源领域的客户提供相关技术服务与解决方案，业务覆盖全球多个主要能源产区，助力行业实现高效、安全的开发运营。
ACLS vs XPRO — 直观对比
营收规模更大
XPRO
是对方的1.6倍
$238.3M
营收增速更快
ACLS
高出6.9%
-12.5%
净利率更高
ACLS
高出12.9%
1.5%
自由现金流更多
XPRO
多$32.1M
$-8.9M
两年增速更快
XPRO
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $382.1M |
| 净利润 | $34.3M | $5.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 3.1% |
| 净利率 | 14.4% | 1.5% |
| 营收同比 | -5.6% | -12.5% |
| 净利润同比 | -31.3% | -74.9% |
| 每股收益（稀释后） | $1.11 | $0.05 |
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ACLSXPRO
| Q4 25 | $238.3M | $382.1M | ||
| Q3 25 | $213.6M | $411.4M | ||
| Q2 25 | $194.5M | $422.7M | ||
| Q1 25 | $192.6M | $390.9M | ||
| Q4 24 | $252.4M | $436.8M | ||
| Q3 24 | $256.6M | $422.8M | ||
| Q2 24 | $256.5M | $469.6M | ||
| Q1 24 | $252.4M | $383.5M |
净利润ACLSXPRO
| Q4 25 | $34.3M | $5.8M | ||
| Q3 25 | $26.0M | $14.0M | ||
| Q2 25 | $31.4M | $18.0M | ||
| Q1 25 | $28.6M | $13.9M | ||
| Q4 24 | $50.0M | $23.0M | ||
| Q3 24 | $48.6M | $16.3M | ||
| Q2 24 | $50.9M | $15.3M | ||
| Q1 24 | $51.6M | $-2.7M |
毛利率ACLSXPRO
| 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ACLSXPRO
| Q4 25 | 15.2% | 3.1% | ||
| Q3 25 | 11.7% | 6.4% | ||
| Q2 25 | 14.9% | 7.7% | ||
| Q1 25 | 15.1% | 2.6% | ||
| Q4 24 | 21.6% | 7.3% | ||
| Q3 24 | 18.3% | 6.2% | ||
| Q2 24 | 20.6% | 5.9% | ||
| Q1 24 | 22.4% | 2.2% |
净利率ACLSXPRO
| Q4 25 | 14.4% | 1.5% | ||
| Q3 25 | 12.2% | 3.4% | ||
| Q2 25 | 16.1% | 4.3% | ||
| Q1 25 | 14.8% | 3.6% | ||
| Q4 24 | 19.8% | 5.3% | ||
| Q3 24 | 18.9% | 3.8% | ||
| Q2 24 | 19.8% | 3.3% | ||
| Q1 24 | 20.4% | -0.7% |
每股收益（稀释后）ACLSXPRO
| Q4 25 | $1.11 | $0.05 | ||
| Q3 25 | $0.83 | $0.12 | ||
| Q2 25 | $0.98 | $0.16 | ||
| Q1 25 | $0.88 | $0.12 | ||
| Q4 24 | $1.54 | $0.20 | ||
| Q3 24 | $1.49 | $0.14 | ||
| Q2 24 | $1.55 | $0.13 | ||
| Q1 24 | $1.57 | $-0.02 |
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 | $196.1M |
| 总债务越低越好 | — | $79.1M |
| 股东权益账面价值 | $1.0B | $1.5B |
| 总资产 | $1.4B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资ACLSXPRO
| Q4 25 | $374.3M | $196.1M | ||
| Q3 25 | $449.6M | $197.9M | ||
| Q2 25 | $549.8M | $206.8M | ||
| Q1 25 | $587.1M | $179.3M | ||
| Q4 24 | $571.3M | $183.0M | ||
| Q3 24 | $579.4M | $165.7M | ||
| Q2 24 | $548.3M | $133.5M | ||
| Q1 24 | $530.2M | $163.2M |
总债务ACLSXPRO
| Q4 25 | — | $79.1M | ||
| Q3 25 | — | $99.1M | ||
| Q2 25 | — | $121.1M | ||
| Q1 25 | — | $121.1M | ||
| Q4 24 | — | $121.1M | ||
| Q3 24 | — | $121.1M | ||
| Q2 24 | — | $121.1M | ||
| Q1 24 | — | $40.0M |
股东权益ACLSXPRO
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $975.6M | $1.5B | ||
| Q2 24 | $934.9M | $1.5B | ||
| Q1 24 | $901.7M | $1.3B |
总资产ACLSXPRO
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.3B | $2.3B | ||
| Q1 25 | $1.3B | $2.3B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $2.3B | ||
| Q2 24 | $1.3B | $2.3B | ||
| Q1 24 | $1.3B | $2.0B |
负债/权益比ACLSXPRO
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.08× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.03× |
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 | $57.1M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $23.2M |
| 自由现金流率自由现金流/营收 | -3.7% | 6.1% |
| 资本支出强度资本支出/营收 | 1.0% | 8.9% |
| 现金转化率经营现金流/净利润 | -0.19× | 9.89× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $97.8M |
8季度趋势，按日历期对齐
经营现金流ACLSXPRO
| Q4 25 | $-6.6M | $57.1M | ||
| Q3 25 | $45.4M | $63.2M | ||
| Q2 25 | $39.7M | $48.4M | ||
| Q1 25 | $39.8M | $41.5M | ||
| Q4 24 | $12.8M | $97.4M | ||
| Q3 24 | $45.7M | $55.3M | ||
| Q2 24 | $40.1M | $-13.2M | ||
| Q1 24 | $42.2M | $29.9M |
自由现金流ACLSXPRO
| Q4 25 | $-8.9M | $23.2M | ||
| Q3 25 | $43.3M | $39.0M | ||
| Q2 25 | $37.7M | $27.2M | ||
| Q1 25 | $34.8M | $8.4M | ||
| Q4 24 | $8.1M | $53.0M | ||
| Q3 24 | $41.8M | $23.3M | ||
| Q2 24 | $38.1M | $-49.5M | ||
| Q1 24 | $40.6M | $-801.0K |
自由现金流率ACLSXPRO
| Q4 25 | -3.7% | 6.1% | ||
| Q3 25 | 20.3% | 9.5% | ||
| Q2 25 | 19.4% | 6.4% | ||
| Q1 25 | 18.1% | 2.1% | ||
| Q4 24 | 3.2% | 12.1% | ||
| Q3 24 | 16.3% | 5.5% | ||
| Q2 24 | 14.8% | -10.5% | ||
| Q1 24 | 16.1% | -0.2% |
资本支出强度ACLSXPRO
| Q4 25 | 1.0% | 8.9% | ||
| Q3 25 | 0.9% | 5.9% | ||
| Q2 25 | 1.0% | 5.0% | ||
| Q1 25 | 2.6% | 8.5% | ||
| Q4 24 | 1.8% | 10.2% | ||
| Q3 24 | 1.5% | 7.6% | ||
| Q2 24 | 0.8% | 7.7% | ||
| Q1 24 | 0.6% | 8.0% |
现金转化率ACLSXPRO
| Q4 25 | -0.19× | 9.89× | ||
| Q3 25 | 1.75× | 4.52× | ||
| Q2 25 | 1.27× | 2.69× | ||
| Q1 25 | 1.39× | 2.98× | ||
| Q4 24 | 0.26× | 4.23× | ||
| Q3 24 | 0.94× | 3.40× | ||
| Q2 24 | 0.79× | -0.86× | ||
| Q1 24 | 0.82× | — |
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% |
XPRO
| NLA | $130.3M | 34% |
| ESSA | $116.3M | 30% |
| MENA | $93.0M | 24% |
| Other | $42.5M | 11% |
