vs
升技(ABTS)与应用材料(AMAT)财务数据对比。点击上方公司名可切换其他公司
应用材料的季度营收约是升技的1853.0倍($6.8B vs $3.7M)。升技同比增速更快(0.0% vs -3.5%)。应用材料自由现金流更多($2.0B vs $-470.2K)
升技(Universal ABIT Co., Ltd)是中国台湾的电脑硬件厂商,1980年代就已投身行业,核心产品为面向超频玩家市场的主板。2005年升技陷入严重财务困境,2006年5月,环旭电子(USI)收购了「ABIT」品牌,以及专利、商标等其余无形资产。
应用材料是总部位于美国加利福尼亚州圣克拉拉的企业,为全球第二大半导体设备供应商,主营半导体芯片、消费电子平板显示、太阳能产品制造所需的设备、服务及软件,同时供应柔性电子、封装等领域的涂层生产设备。
ABTS vs AMAT — 直观对比
营收规模更大
AMAT
是对方的1853.0倍
$3.7M
营收增速更快
ABTS
高出3.5%
-3.5%
自由现金流更多
AMAT
多$2.0B
$-470.2K
损益表 — Q2 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.7M | $6.8B |
| 净利润 | — | $1.9B |
| 毛利率 | — | 48.0% |
| 营业利润率 | 55.1% | 25.2% |
| 净利率 | — | 27.9% |
| 营收同比 | 0.0% | -3.5% |
| 净利润同比 | — | 9.6% |
| 每股收益(稀释后) | — | $2.36 |
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
ABTS
AMAT
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | $3.7M | $7.1B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $7.0B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | $3.7M | $6.6B | ||
| Q1 24 | — | $6.7B |
净利润
ABTS
AMAT
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $-14.0K | $1.7B | ||
| Q1 24 | — | $2.0B |
毛利率
ABTS
AMAT
| Q4 25 | — | 48.0% | ||
| Q3 25 | — | 48.8% | ||
| Q2 25 | — | 49.1% | ||
| Q1 25 | — | 48.8% | ||
| Q4 24 | — | 47.3% | ||
| Q3 24 | — | 47.3% | ||
| Q2 24 | 27.0% | 47.4% | ||
| Q1 24 | — | 47.8% |
营业利润率
ABTS
AMAT
| Q4 25 | — | 25.2% | ||
| Q3 25 | — | 30.6% | ||
| Q2 25 | 55.1% | 30.5% | ||
| Q1 25 | — | 30.4% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 28.7% | ||
| Q2 24 | 20.4% | 28.8% | ||
| Q1 24 | — | 29.3% |
净利率
ABTS
AMAT
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 30.1% | ||
| Q1 25 | — | 16.5% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | -0.4% | 25.9% | ||
| Q1 24 | — | 30.1% |
每股收益(稀释后)
ABTS
AMAT
| Q4 25 | — | $2.36 | ||
| Q3 25 | — | $2.22 | ||
| Q2 25 | — | $2.63 | ||
| Q1 25 | — | $1.45 | ||
| Q4 24 | — | $2.09 | ||
| Q3 24 | — | $2.05 | ||
| Q2 24 | $-0.00 | $2.06 | ||
| Q1 24 | — | $2.41 |
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 | $1.1M | $8.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.4M | $20.4B |
| 总资产 | $11.4M | $36.3B |
| 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
ABTS
AMAT
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | $1.1M | $6.7B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | — | $9.5B | ||
| Q3 24 | — | $9.1B | ||
| Q2 24 | $396.6K | $7.6B | ||
| Q1 24 | — | $7.5B |
股东权益
ABTS
AMAT
| Q4 25 | — | $20.4B | ||
| Q3 25 | — | $19.5B | ||
| Q2 25 | $10.4M | $19.0B | ||
| Q1 25 | — | $18.6B | ||
| Q4 24 | — | $19.0B | ||
| Q3 24 | — | $18.8B | ||
| Q2 24 | $11.3M | $18.2B | ||
| Q1 24 | — | $17.4B |
总资产
ABTS
AMAT
| Q4 25 | — | $36.3B | ||
| Q3 25 | — | $34.2B | ||
| Q2 25 | $11.4M | $33.6B | ||
| Q1 25 | — | $33.3B | ||
| Q4 24 | — | $34.4B | ||
| Q3 24 | — | $33.6B | ||
| Q2 24 | $12.2M | $31.9B | ||
| Q1 24 | — | $31.5B |
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 | $1.2M | $2.8B |
| 自由现金流经营现金流 - 资本支出 | $-470.2K | $2.0B |
| 自由现金流率自由现金流/营收 | -12.8% | 30.0% |
| 资本支出强度资本支出/营收 | 46.2% | 11.5% |
| 现金转化率经营现金流/净利润 | — | 1.49× |
| 过去12个月自由现金流最近4个季度 | — | $5.7B |
8季度趋势,按日历期对齐
经营现金流
ABTS
AMAT
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $1.2M | $1.6B | ||
| Q1 25 | — | $925.0M | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $-470.2K | $1.4B | ||
| Q1 24 | — | $2.3B |
自由现金流
ABTS
AMAT
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $-470.2K | $1.1B | ||
| Q1 25 | — | $544.0M | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $2.1B |
自由现金流率
ABTS
AMAT
| Q4 25 | — | 30.0% | ||
| Q3 25 | — | 28.1% | ||
| Q2 25 | -12.8% | 14.9% | ||
| Q1 25 | — | 7.6% | ||
| Q4 24 | — | 30.8% | ||
| Q3 24 | — | 30.8% | ||
| Q2 24 | — | 17.1% | ||
| Q1 24 | — | 31.3% |
资本支出强度
ABTS
AMAT
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 8.0% | ||
| Q2 25 | 46.2% | 7.2% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 3.9% | ||
| Q1 24 | — | 3.4% |
现金转化率
ABTS
AMAT
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 1.48× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 1.15× |
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
ABTS
暂无分部数据
AMAT
| Semiconductor Systems Segment | $4.8B | 70% |
| Applied Global Services Segment | $1.6B | 24% |
| Other | $415.0M | 6% |