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Azenta, Inc.（AZTA）与VEECO INSTRUMENTS INC（VECO）财务数据对比。点击上方公司名可切换其他公司
VEECO INSTRUMENTS INC的季度营收约是Azenta, Inc.的1.1倍（$165.0M vs $148.6M）。VEECO INSTRUMENTS INC净利率更高（0.7% vs -10.4%，领先11.1%）。Azenta, Inc.同比增速更快（0.8% vs -9.4%）。VEECO INSTRUMENTS INC自由现金流更多（$21.7M vs $14.7M）。过去两年Azenta, Inc.的营收复合增速更高（4.4% vs -2.8%）
Azenta成立于1978年，总部位于美国马萨诸塞州切姆斯福德，是全球知名的生命科学服务提供商，核心业务覆盖基因组学、低温存储、自动化解决方案及信息学服务，为生命科学领域研究及产业客户提供专业技术支持。
维易科仪器公司是全球领先的资本设备供应商，总部位于美国，专注于设计和制造半导体及化合物半导体制造、数据存储、科研领域使用的工艺系统，产品广泛应用于先进封装、光子学、电力电子和显示技术等前沿领域。
AZTA vs VECO — 直观对比
营收规模更大
VECO
是对方的1.1倍
$148.6M
营收增速更快
AZTA
高出10.2%
-9.4%
净利率更高
VECO
高出11.1%
-10.4%
自由现金流更多
VECO
多$7.0M
$14.7M
两年增速更快
AZTA
近两年复合增速
-2.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $148.6M | $165.0M |
| 净利润 | $-15.4M | $1.1M |
| 毛利率 | 42.9% | 36.7% |
| 营业利润率 | -4.9% | -0.8% |
| 净利率 | -10.4% | 0.7% |
| 营收同比 | 0.8% | -9.4% |
| 净利润同比 | -15.7% | -92.6% |
| 每股收益（稀释后） | $-0.34 | $0.02 |
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AZTAVECO
| Q4 25 | $148.6M | $165.0M | ||
| Q3 25 | $159.2M | $165.9M | ||
| Q2 25 | $143.9M | $166.1M | ||
| Q1 25 | $143.3M | $167.3M | ||
| Q4 24 | $147.4M | $182.1M | ||
| Q3 24 | $150.6M | $184.8M | ||
| Q2 24 | $144.3M | $175.9M | ||
| Q1 24 | $136.4M | $174.5M |
净利润AZTAVECO
| Q4 25 | $-15.4M | $1.1M | ||
| Q3 25 | $50.9M | $10.6M | ||
| Q2 25 | $-48.0M | $11.7M | ||
| Q1 25 | $-47.7M | $11.9M | ||
| Q4 24 | $-11.0M | $15.0M | ||
| Q3 24 | $-6.6M | $22.0M | ||
| Q2 24 | $-6.6M | $14.9M | ||
| Q1 24 | $-137.4M | $21.9M |
毛利率AZTAVECO
| Q4 25 | 42.9% | 36.7% | ||
| Q3 25 | 45.4% | 40.8% | ||
| Q2 25 | 46.2% | 41.4% | ||
| Q1 25 | 43.8% | 40.9% | ||
| Q4 24 | 46.7% | 40.6% | ||
| Q3 24 | 45.5% | 42.9% | ||
| Q2 24 | 44.8% | 42.9% | ||
| Q1 24 | 43.8% | 43.2% |
营业利润率AZTAVECO
| Q4 25 | -4.9% | -0.8% | ||
| Q3 25 | 1.2% | 6.4% | ||
| Q2 25 | -1.3% | 7.4% | ||
| Q1 25 | -12.7% | 8.5% | ||
| Q4 24 | -5.9% | 2.1% | ||
| Q3 24 | -3.1% | 13.2% | ||
| Q2 24 | -4.9% | 9.5% | ||
| Q1 24 | -18.1% | 12.6% |
净利率AZTAVECO
| Q4 25 | -10.4% | 0.7% | ||
| Q3 25 | 32.0% | 6.4% | ||
| Q2 25 | -33.4% | 7.1% | ||
| Q1 25 | -33.3% | 7.1% | ||
| Q4 24 | -7.5% | 8.2% | ||
| Q3 24 | -4.4% | 11.9% | ||
| Q2 24 | -4.5% | 8.5% | ||
| Q1 24 | -100.8% | 12.5% |
每股收益（稀释后）AZTAVECO
| Q4 25 | $-0.34 | $0.02 | ||
| Q3 25 | $1.12 | $0.17 | ||
| Q2 25 | $-1.05 | $0.20 | ||
| Q1 25 | $-1.04 | $0.20 | ||
| Q4 24 | $-0.25 | $0.25 | ||
| Q3 24 | $-0.25 | $0.36 | ||
| Q2 24 | $-0.12 | $0.25 | ||
| Q1 24 | $-2.48 | $0.37 |
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 | $336.6M | $163.5M |
| 总债务越低越好 | — | $226.0M |
| 股东权益账面价值 | $1.7B | $885.5M |
| 总资产 | $2.1B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资AZTAVECO
| Q4 25 | $336.6M | $163.5M | ||
| Q3 25 | $279.8M | $193.2M | ||
| Q2 25 | $270.0M | $188.9M | ||
| Q1 25 | $253.6M | $174.9M | ||
| Q4 24 | $377.5M | $145.6M | ||
| Q3 24 | $280.0M | $163.2M | ||
| Q2 24 | $336.5M | $174.2M | ||
| Q1 24 | $353.5M | $174.0M |
总债务AZTAVECO
| Q4 25 | — | $226.0M | ||
| Q3 25 | — | $225.7M | ||
| Q2 25 | — | $225.4M | ||
| Q1 25 | — | $250.0M | ||
| Q4 24 | — | $276.2M | ||
| Q3 24 | — | $275.9M | ||
| Q2 24 | — | $275.6M | ||
| Q1 24 | — | $275.2M |
股东权益AZTAVECO
| Q4 25 | $1.7B | $885.5M | ||
| Q3 25 | $1.7B | $876.0M | ||
| Q2 25 | $1.7B | $856.2M | ||
| Q1 25 | $1.7B | $811.9M | ||
| Q4 24 | $1.7B | $770.8M | ||
| Q3 24 | $1.8B | $746.5M | ||
| Q2 24 | $2.0B | $715.0M | ||
| Q1 24 | $2.2B | $687.9M |
总资产AZTAVECO
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.3B | $1.2B | ||
| Q1 24 | $2.6B | $1.2B |
负债/权益比AZTAVECO
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× | ||
| Q1 24 | — | 0.40× |
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 | $20.8M | $24.9M |
| 自由现金流经营现金流 - 资本支出 | $14.7M | $21.7M |
| 自由现金流率自由现金流/营收 | 9.9% | 13.1% |
| 资本支出强度资本支出/营收 | 4.2% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 22.38× |
| 过去12个月自由现金流最近4个季度 | $30.9M | $53.3M |
8季度趋势，按日历期对齐
经营现金流AZTAVECO
| Q4 25 | $20.8M | $24.9M | ||
| Q3 25 | $2.2M | $15.5M | ||
| Q2 25 | $25.8M | $9.0M | ||
| Q1 25 | $14.4M | $20.0M | ||
| Q4 24 | $29.8M | $28.4M | ||
| Q3 24 | $17.7M | $17.6M | ||
| Q2 24 | $9.8M | $8.5M | ||
| Q1 24 | $8.7M | $9.4M |
自由现金流AZTAVECO
| Q4 25 | $14.7M | $21.7M | ||
| Q3 25 | $-5.7M | $13.0M | ||
| Q2 25 | $15.0M | $5.4M | ||
| Q1 25 | $7.0M | $13.2M | ||
| Q4 24 | $22.0M | $23.2M | ||
| Q3 24 | $8.3M | $13.6M | ||
| Q2 24 | $1.3M | $5.5M | ||
| Q1 24 | $428.0K | $3.4M |
自由现金流率AZTAVECO
| Q4 25 | 9.9% | 13.1% | ||
| Q3 25 | -3.6% | 7.8% | ||
| Q2 25 | 10.4% | 3.3% | ||
| Q1 25 | 4.9% | 7.9% | ||
| Q4 24 | 15.0% | 12.7% | ||
| Q3 24 | 5.5% | 7.4% | ||
| Q2 24 | 0.9% | 3.1% | ||
| Q1 24 | 0.3% | 1.9% |
资本支出强度AZTAVECO
| Q4 25 | 4.2% | 2.0% | ||
| Q3 25 | 4.9% | 1.6% | ||
| Q2 25 | 7.5% | 2.2% | ||
| Q1 25 | 5.2% | 4.0% | ||
| Q4 24 | 5.3% | 2.8% | ||
| Q3 24 | 6.2% | 2.2% | ||
| Q2 24 | 5.9% | 1.7% | ||
| Q1 24 | 6.1% | 3.4% |
现金转化率AZTAVECO
| Q4 25 | — | 22.38× | ||
| Q3 25 | 0.04× | 1.47× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 1.67× | ||
| Q4 24 | — | 1.90× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.43× |
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
AZTA
| Multiomics | $67.2M | 45% |
| Core Products | $47.6M | 32% |
| Sample Repository Solutions | $33.8M | 23% |
VECO
| Asia Pacific Excluding China | $89.9M | 54% |
| Other | $44.8M | 27% |
| Compound Semiconductor | $20.1M | 12% |
| Data Storage | $10.2M | 6% |
