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AMTECH SYSTEMS INC（ASYS）与NexPoint Real Estate Finance, Inc.（NREF）财务数据对比。点击上方公司名可切换其他公司
AMTECH SYSTEMS INC的季度营收约是NexPoint Real Estate Finance, Inc.的1.7倍（$19.0M vs $11.1M），NexPoint Real Estate Finance, Inc.净利率更高（216.6% vs 0.6%，领先216.1%），AMTECH SYSTEMS INC同比增速更快（-22.2% vs -48.8%）
Amtech Systems Inc是一家全球领先的热处理及自动化设备制造商，核心产品面向半导体、光伏太阳能、LED生产领域，覆盖焊接、扩散、沉积等工艺设备，主要市场包括北美、东亚及西欧，服务电子元器件、清洁能源制造领域的头部客户。
NexPoint Real Estate Finance, Inc.是一家总部位于美国的商业地产金融企业，主要为多户住宅、写字楼、工业及酒店物业提供结构化融资方案，运营并管理抵押贷款及其他地产相关投资组合，为利益相关方提供经风险调整的稳定回报。
ASYS vs NREF — 直观对比
营收规模更大
ASYS
是对方的1.7倍
$11.1M
营收增速更快
ASYS
高出26.6%
-48.8%
净利率更高
NREF
高出216.1%
0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $19.0M | $11.1M |
| 净利润 | $108.0K | $24.0M |
| 毛利率 | 44.8% | — |
| 营业利润率 | 4.1% | — |
| 净利率 | 0.6% | 216.6% |
| 营收同比 | -22.2% | -48.8% |
| 净利润同比 | -65.4% | 58.7% |
| 每股收益（稀释后） | $0.01 | $0.47 |
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ASYSNREF
| Q4 25 | $19.0M | $11.1M | ||
| Q3 25 | $19.8M | $12.5M | ||
| Q2 25 | $19.6M | $12.1M | ||
| Q1 25 | $15.6M | $11.5M | ||
| Q4 24 | $24.4M | $21.7M | ||
| Q3 24 | $24.1M | $12.5M | ||
| Q2 24 | $26.7M | $6.7M | ||
| Q1 24 | $25.4M | $-12.8M |
净利润ASYSNREF
| Q4 25 | $108.0K | $24.0M | ||
| Q3 25 | $1.1M | $50.9M | ||
| Q2 25 | $106.0K | $22.3M | ||
| Q1 25 | $-31.8M | $26.0M | ||
| Q4 24 | $312.0K | $15.2M | ||
| Q3 24 | $-536.0K | $23.3M | ||
| Q2 24 | $438.0K | $12.1M | ||
| Q1 24 | $970.0K | $-14.6M |
毛利率ASYSNREF
| Q4 25 | 44.8% | — | ||
| Q3 25 | 44.4% | — | ||
| Q2 25 | 46.7% | — | ||
| Q1 25 | -2.1% | — | ||
| Q4 24 | 38.4% | — | ||
| Q3 24 | 40.7% | — | ||
| Q2 24 | 36.5% | — | ||
| Q1 24 | 33.2% | — |
营业利润率ASYSNREF
| Q4 25 | 4.1% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 4.7% | — | ||
| Q1 25 | -202.7% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 3.1% | — | ||
| Q1 24 | 5.4% | — |
净利率ASYSNREF
| Q4 25 | 0.6% | 216.6% | ||
| Q3 25 | 5.4% | 407.0% | ||
| Q2 25 | 0.5% | 184.5% | ||
| Q1 25 | -204.2% | 225.6% | ||
| Q4 24 | 1.3% | 69.9% | ||
| Q3 24 | -2.2% | 186.4% | ||
| Q2 24 | 1.6% | 179.7% | ||
| Q1 24 | 3.8% | 114.3% |
每股收益（稀释后）ASYSNREF
| Q4 25 | $0.01 | $0.47 | ||
| Q3 25 | $0.08 | $1.14 | ||
| Q2 25 | $0.01 | $0.54 | ||
| Q1 25 | $-2.23 | $0.70 | ||
| Q4 24 | $0.02 | $0.71 | ||
| Q3 24 | $-0.04 | $0.74 | ||
| Q2 24 | $0.03 | $0.40 | ||
| Q1 24 | $0.07 | $-0.83 |
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 | $22.1M | $31.1M |
| 总债务越低越好 | $162.0K | $771.2M |
| 股东权益账面价值 | $54.1M | $388.0M |
| 总资产 | $94.1M | $5.3B |
| 负债/权益比越低杠杆越低 | 0.00× | 1.99× |
8季度趋势，按日历期对齐
现金及短期投资ASYSNREF
| Q4 25 | $22.1M | $31.1M | ||
| Q3 25 | $17.9M | $17.9M | ||
| Q2 25 | $15.6M | $9.1M | ||
| Q1 25 | $13.4M | $19.2M | ||
| Q4 24 | $13.2M | $3.9M | ||
| Q3 24 | $11.1M | $34.7M | ||
| Q2 24 | $13.2M | $4.3M | ||
| Q1 24 | $13.0M | $13.5M |
总债务ASYSNREF
| Q4 25 | $162.0K | $771.2M | ||
| Q3 25 | $168.0K | $720.9M | ||
| Q2 25 | $127.0K | $815.6M | ||
| Q1 25 | $135.0K | $831.5M | ||
| Q4 24 | $161.0K | $799.3M | ||
| Q3 24 | $189.0K | $815.5M | ||
| Q2 24 | $177.0K | $861.0M | ||
| Q1 24 | $65.0K | $843.3M |
股东权益ASYSNREF
| Q4 25 | $54.1M | $388.0M | ||
| Q3 25 | $53.4M | $375.4M | ||
| Q2 25 | $51.7M | $348.2M | ||
| Q1 25 | $51.0M | $343.7M | ||
| Q4 24 | $82.4M | $336.5M | ||
| Q3 24 | $82.4M | $335.8M | ||
| Q2 24 | $81.7M | $327.5M | ||
| Q1 24 | $80.9M | $327.1M |
总资产ASYSNREF
| Q4 25 | $94.1M | $5.3B | ||
| Q3 25 | $92.9M | $5.3B | ||
| Q2 25 | $89.5M | $5.4B | ||
| Q1 25 | $83.4M | $5.4B | ||
| Q4 24 | $117.8M | $5.4B | ||
| Q3 24 | $119.3M | $5.7B | ||
| Q2 24 | $127.1M | $6.6B | ||
| Q1 24 | $116.5M | $7.1B |
负债/权益比ASYSNREF
| Q4 25 | 0.00× | 1.99× | ||
| Q3 25 | 0.00× | 1.92× | ||
| Q2 25 | 0.00× | 2.34× | ||
| Q1 25 | 0.00× | 2.42× | ||
| Q4 24 | 0.00× | 2.38× | ||
| Q3 24 | 0.00× | 2.43× | ||
| Q2 24 | 0.00× | 2.63× | ||
| Q1 24 | 0.00× | 2.58× |
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 | $4.1M | $-4.5M |
| 自由现金流经营现金流 - 资本支出 | $3.8M | — |
| 自由现金流率自由现金流/营收 | 20.2% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | 37.99× | -0.19× |
| 过去12个月自由现金流最近4个季度 | $8.0M | — |
8季度趋势，按日历期对齐
经营现金流ASYSNREF
| Q4 25 | $4.1M | $-4.5M | ||
| Q3 25 | $2.3M | $8.1M | ||
| Q2 25 | $2.5M | $3.3M | ||
| Q1 25 | $210.0K | $16.0M | ||
| Q4 24 | $2.9M | $4.4M | ||
| Q3 24 | $879.0K | $14.7M | ||
| Q2 24 | $3.7M | $-7.5M | ||
| Q1 24 | $336.0K | $17.7M |
自由现金流ASYSNREF
| Q4 25 | $3.8M | — | ||
| Q3 25 | $2.0M | — | ||
| Q2 25 | $2.0M | — | ||
| Q1 25 | $201.0K | — | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $447.0K | — | ||
| Q2 24 | $322.0K | — | ||
| Q1 24 | $-884.0K | — |
自由现金流率ASYSNREF
| Q4 25 | 20.2% | — | ||
| Q3 25 | 10.2% | — | ||
| Q2 25 | 10.1% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | -3.5% | — |
资本支出强度ASYSNREF
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 12.5% | — | ||
| Q1 24 | 4.8% | — |
现金转化率ASYSNREF
| Q4 25 | 37.99× | -0.19× | ||
| Q3 25 | 2.12× | 0.16× | ||
| Q2 25 | 23.89× | 0.15× | ||
| Q1 25 | — | 0.62× | ||
| Q4 24 | 9.19× | 0.29× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | 8.35× | -0.62× | ||
| Q1 24 | 0.35× | — |
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
ASYS
| Thermal Processing Solutions | $14.0M | 74% |
| Semiconductor Fabrication Solutions | $5.0M | 26% |
NREF
暂无分部数据
