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AXT INC(AXTI)与STANDARD BIOTOOLS INC.(LAB)财务数据对比。点击上方公司名可切换其他公司
AXT INC的季度营收约是STANDARD BIOTOOLS INC.的1.4倍($26.9M vs $19.6M),AXT INC同比增速更快(39.1% vs -11.5%),过去两年AXT INC的营收复合增速更高(-1.8% vs -12.2%)
AXT Inc是一家专业的化合物半导体衬底制造商,主营砷化镓、磷化铟、锗晶圆等产品,其生产的高性能衬底广泛应用于通信、消费电子、工业领域的光电子及射频器件制造环节。
Standard BioTools(原Fluidigm公司)是一家美国生命科学工具企业,主营流式细胞术与组织成像分析用质谱流式系统,以及配套的检测试剂盒与试剂,同时供应自动化基因组分析仪器、各类微流控芯片(又称集成流体电路)及配套试剂耗材,全系列产品及应用场景均可提供定制检测方案与相关服务。
AXTI vs LAB — 直观对比
营收规模更大
AXTI
是对方的1.4倍
$19.6M
营收增速更快
AXTI
高出50.6%
-11.5%
两年增速更快
AXTI
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $26.9M | $19.6M |
| 净利润 | — | $-34.7M |
| 毛利率 | 29.6% | 48.5% |
| 营业利润率 | 64.5% | -168.5% |
| 净利率 | — | -177.4% |
| 营收同比 | 39.1% | -11.5% |
| 净利润同比 | — | -28.8% |
| 每股收益(稀释后) | — | $-0.09 |
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
AXTI
LAB
| Q1 26 | $26.9M | — | ||
| Q4 25 | $23.0M | — | ||
| Q3 25 | $28.0M | $19.6M | ||
| Q2 25 | $18.0M | $21.8M | ||
| Q1 25 | $19.4M | $40.8M | ||
| Q4 24 | $25.1M | — | ||
| Q3 24 | $23.6M | $22.1M | ||
| Q2 24 | $27.9M | $22.5M |
净利润
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | $-3.5M | — | ||
| Q3 25 | $-1.9M | $-34.7M | ||
| Q2 25 | $-7.0M | $-33.5M | ||
| Q1 25 | $-8.8M | $-26.0M | ||
| Q4 24 | $-5.1M | — | ||
| Q3 24 | $-2.9M | $-26.9M | ||
| Q2 24 | $-1.5M | $-45.7M |
毛利率
AXTI
LAB
| Q1 26 | 29.6% | — | ||
| Q4 25 | 20.9% | — | ||
| Q3 25 | 22.3% | 48.5% | ||
| Q2 25 | 8.0% | 48.8% | ||
| Q1 25 | -6.4% | 48.4% | ||
| Q4 24 | 17.6% | — | ||
| Q3 24 | 24.0% | 54.9% | ||
| Q2 24 | 27.4% | 46.1% |
营业利润率
AXTI
LAB
| Q1 26 | 64.5% | — | ||
| Q4 25 | -16.6% | — | ||
| Q3 25 | -4.0% | -168.5% | ||
| Q2 25 | -37.5% | -118.1% | ||
| Q1 25 | -53.1% | -80.8% | ||
| Q4 24 | -24.6% | — | ||
| Q3 24 | -14.4% | -120.9% | ||
| Q2 24 | -6.8% | -134.5% |
净利率
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | -15.4% | — | ||
| Q3 25 | -6.8% | -177.4% | ||
| Q2 25 | -39.0% | -153.7% | ||
| Q1 25 | -45.5% | -63.8% | ||
| Q4 24 | -20.3% | — | ||
| Q3 24 | -12.4% | -122.0% | ||
| Q2 24 | -5.4% | -203.3% |
每股收益(稀释后)
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $-0.04 | $-0.09 | ||
| Q2 25 | $-0.16 | $-0.09 | ||
| Q1 25 | $-0.20 | $-0.07 | ||
| Q4 24 | $-0.11 | — | ||
| Q3 24 | $-0.07 | $-0.07 | ||
| Q2 24 | $-0.04 | $-0.12 |
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 | $107.1M | $129.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $298.4M | $399.7M |
| 总资产 | $444.6M | $539.6M |
| 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
AXTI
LAB
| Q1 26 | $107.1M | — | ||
| Q4 25 | $120.3M | — | ||
| Q3 25 | $23.1M | $129.4M | ||
| Q2 25 | $27.0M | $158.6M | ||
| Q1 25 | $31.6M | $150.9M | ||
| Q4 24 | $22.8M | — | ||
| Q3 24 | $24.9M | $210.6M | ||
| Q2 24 | $29.5M | $269.8M |
总债务
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $55.2M | ||
| Q2 24 | — | $55.1M |
股东权益
AXTI
LAB
| Q1 26 | $298.4M | — | ||
| Q4 25 | $273.3M | — | ||
| Q3 25 | $179.1M | $399.7M | ||
| Q2 25 | $179.7M | $424.5M | ||
| Q1 25 | $185.0M | $454.6M | ||
| Q4 24 | $192.8M | — | ||
| Q3 24 | $200.7M | $489.3M | ||
| Q2 24 | $199.7M | $510.3M |
总资产
AXTI
LAB
| Q1 26 | $444.6M | — | ||
| Q4 25 | $433.8M | — | ||
| Q3 25 | $334.0M | $539.6M | ||
| Q2 25 | $329.0M | $557.0M | ||
| Q1 25 | $333.5M | $579.6M | ||
| Q4 24 | $339.3M | — | ||
| Q3 24 | $355.6M | $681.5M | ||
| Q2 24 | $349.4M | $708.7M |
负债/权益比
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.11× |
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 | — | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-23.1M |
| 自由现金流率自由现金流/营收 | — | -118.1% |
| 资本支出强度资本支出/营收 | — | 4.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-111.1M |
8季度趋势,按日历期对齐
经营现金流
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | $4.3M | — | ||
| Q3 25 | $-9.2M | $-22.2M | ||
| Q2 25 | $-4.6M | $-20.7M | ||
| Q1 25 | $-3.3M | $-30.3M | ||
| Q4 24 | $1.3M | — | ||
| Q3 24 | $-5.4M | $-27.9M | ||
| Q2 24 | $843.0K | $-39.0M |
自由现金流
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | — | ||
| Q3 25 | $-11.3M | $-23.1M | ||
| Q2 25 | $-4.9M | $-22.6M | ||
| Q1 25 | $-3.9M | $-35.3M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $-6.4M | $-30.1M | ||
| Q2 24 | $572.0K | $-41.0M |
自由现金流率
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | -40.5% | -118.1% | ||
| Q2 25 | -27.0% | -103.6% | ||
| Q1 25 | -19.9% | -86.6% | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | -26.9% | -136.4% | ||
| Q2 24 | 2.0% | -182.2% |
资本支出强度
AXTI
LAB
| Q1 26 | — | — | ||
| Q4 25 | 13.2% | — | ||
| Q3 25 | 7.8% | 4.5% | ||
| Q2 25 | 1.6% | 8.7% | ||
| Q1 25 | 2.6% | 12.4% | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 4.0% | 10.2% | ||
| Q2 24 | 1.0% | 8.6% |
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
AXTI
暂无分部数据
LAB
| Consumables | $8.7M | 45% |
| Services And Other Revenue | $5.8M | 29% |
| Instruments | $5.1M | 26% |