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AXCELIS TECHNOLOGIES INC（ACLS）与Clear Secure, Inc.（YOU）财务数据对比。点击上方公司名可切换其他公司
Clear Secure, Inc.的季度营收约是AXCELIS TECHNOLOGIES INC的1.0倍（$240.8M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 12.8%，领先1.6%），Clear Secure, Inc.同比增速更快（16.7% vs -5.6%），Clear Secure, Inc.自由现金流更多（$187.4M vs $-8.9M），过去两年Clear Secure, Inc.的营收复合增速更高（16.0% 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。
Clear Secure, Inc.是美国一家科技企业，主营生物识别旅行证件核验系统，其服务已覆盖部分大型机场与体育场馆。公司成立于2003年，2009年申请破产后停运，2012年重启运营，最终于2021年成功上市。
ACLS vs YOU — 直观对比
营收规模更大
YOU
是对方的1.0倍
$238.3M
营收增速更快
YOU
高出22.3%
-5.6%
净利率更高
ACLS
高出1.6%
12.8%
自由现金流更多
YOU
多$196.3M
$-8.9M
两年增速更快
YOU
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $240.8M |
| 净利润 | $34.3M | $30.8M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 22.4% |
| 净利率 | 14.4% | 12.8% |
| 营收同比 | -5.6% | 16.7% |
| 净利润同比 | -31.3% | -70.2% |
| 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ACLSYOU
| Q4 25 | $238.3M | $240.8M | ||
| Q3 25 | $213.6M | $229.2M | ||
| Q2 25 | $194.5M | $219.5M | ||
| Q1 25 | $192.6M | $211.4M | ||
| Q4 24 | $252.4M | $206.3M | ||
| Q3 24 | $256.6M | $198.4M | ||
| Q2 24 | $256.5M | $186.7M | ||
| Q1 24 | $252.4M | $179.0M |
净利润ACLSYOU
| Q4 25 | $34.3M | $30.8M | ||
| Q3 25 | $26.0M | $28.3M | ||
| Q2 25 | $31.4M | $24.7M | ||
| Q1 25 | $28.6M | $25.4M | ||
| Q4 24 | $50.0M | $103.3M | ||
| Q3 24 | $48.6M | $23.5M | ||
| Q2 24 | $50.9M | $24.1M | ||
| Q1 24 | $51.6M | $18.8M |
毛利率ACLSYOU
| 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ACLSYOU
| Q4 25 | 15.2% | 22.4% | ||
| Q3 25 | 11.7% | 23.0% | ||
| Q2 25 | 14.9% | 19.4% | ||
| Q1 25 | 15.1% | 17.7% | ||
| Q4 24 | 21.6% | 16.5% | ||
| Q3 24 | 18.3% | 17.7% | ||
| Q2 24 | 20.6% | 16.2% | ||
| Q1 24 | 22.4% | 13.2% |
净利率ACLSYOU
| Q4 25 | 14.4% | 12.8% | ||
| Q3 25 | 12.2% | 12.3% | ||
| Q2 25 | 16.1% | 11.3% | ||
| Q1 25 | 14.8% | 12.0% | ||
| Q4 24 | 19.8% | 50.1% | ||
| Q3 24 | 18.9% | 11.8% | ||
| Q2 24 | 19.8% | 12.9% | ||
| Q1 24 | 20.4% | 10.5% |
每股收益（稀释后）ACLSYOU
| 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 | $85.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $177.7M |
| 总资产 | $1.4B | $1.3B |
| 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ACLSYOU
| Q4 25 | $374.3M | $85.7M | ||
| Q3 25 | $449.6M | $75.8M | ||
| Q2 25 | $549.8M | $89.3M | ||
| Q1 25 | $587.1M | $87.6M | ||
| Q4 24 | $571.3M | $66.9M | ||
| Q3 24 | $579.4M | $32.9M | ||
| Q2 24 | $548.3M | $39.1M | ||
| Q1 24 | $530.2M | $64.1M |
股东权益ACLSYOU
| Q4 25 | $1.0B | $177.7M | ||
| Q3 25 | $1.0B | $148.6M | ||
| Q2 25 | $1.0B | $121.3M | ||
| Q1 25 | $1.0B | $116.7M | ||
| Q4 24 | $1.0B | $198.4M | ||
| Q3 24 | $975.6M | $129.0M | ||
| Q2 24 | $934.9M | $153.5M | ||
| Q1 24 | $901.7M | $165.9M |
总资产ACLSYOU
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $858.6M | ||
| Q2 24 | $1.3B | $982.4M | ||
| Q1 24 | $1.3B | $1.0B |
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 | $198.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $187.4M |
| 自由现金流率自由现金流/营收 | -3.7% | 77.8% |
| 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× | 6.45× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $343.1M |
8季度趋势，按日历期对齐
经营现金流ACLSYOU
| Q4 25 | $-6.6M | $198.4M | ||
| Q3 25 | $45.4M | $-47.3M | ||
| Q2 25 | $39.7M | $123.0M | ||
| Q1 25 | $39.8M | $98.3M | ||
| Q4 24 | $12.8M | $136.6M | ||
| Q3 24 | $45.7M | $-35.9M | ||
| Q2 24 | $40.1M | $114.6M | ||
| Q1 24 | $42.2M | $80.3M |
自由现金流ACLSYOU
| Q4 25 | $-8.9M | $187.4M | ||
| Q3 25 | $43.3M | $-53.5M | ||
| Q2 25 | $37.7M | $117.9M | ||
| Q1 25 | $34.8M | $91.3M | ||
| Q4 24 | $8.1M | $133.9M | ||
| Q3 24 | $41.8M | $-37.9M | ||
| Q2 24 | $38.1M | $110.1M | ||
| Q1 24 | $40.6M | $77.6M |
自由现金流率ACLSYOU
| Q4 25 | -3.7% | 77.8% | ||
| Q3 25 | 20.3% | -23.3% | ||
| Q2 25 | 19.4% | 53.7% | ||
| Q1 25 | 18.1% | 43.2% | ||
| Q4 24 | 3.2% | 64.9% | ||
| Q3 24 | 16.3% | -19.1% | ||
| Q2 24 | 14.8% | 59.0% | ||
| Q1 24 | 16.1% | 43.3% |
资本支出强度ACLSYOU
| Q4 25 | 1.0% | 4.6% | ||
| Q3 25 | 0.9% | 2.7% | ||
| Q2 25 | 1.0% | 2.3% | ||
| Q1 25 | 2.6% | 3.4% | ||
| Q4 24 | 1.8% | 1.3% | ||
| Q3 24 | 1.5% | 1.0% | ||
| Q2 24 | 0.8% | 2.4% | ||
| Q1 24 | 0.6% | 1.6% |
现金转化率ACLSYOU
| Q4 25 | -0.19× | 6.45× | ||
| Q3 25 | 1.75× | -1.67× | ||
| Q2 25 | 1.27× | 4.97× | ||
| Q1 25 | 1.39× | 3.87× | ||
| Q4 24 | 0.26× | 1.32× | ||
| Q3 24 | 0.94× | -1.53× | ||
| Q2 24 | 0.79× | 4.75× | ||
| Q1 24 | 0.82× | 4.27× |
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% |
YOU
暂无分部数据
