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艾奕康（ACM）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艾奕康的1.8倍（$6.8B vs $3.8B），应用材料净利率更高（27.9% vs 1.9%，领先26.0%），艾奕康同比增速更快（1.6% vs -3.5%），应用材料自由现金流更多（$2.0B vs $41.9M），过去两年应用材料的营收复合增速更高（0.7% vs -1.4%）
AECOM是一家总部位于美国得克萨斯州达拉斯的跨国基础设施咨询企业，业务覆盖全球多地区，为交通、建筑、水务、能源等多个领域的工程项目提供专业规划、设计、项目管理等一体化咨询解决方案，在全球基建咨询行业拥有领先的市场地位。
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。
ACM vs AMAT — 直观对比
营收规模更大
AMAT
是对方的1.8倍
$3.8B
营收增速更快
ACM
高出5.0%
-3.5%
净利率更高
AMAT
高出26.0%
1.9%
自由现金流更多
AMAT
多$2.0B
$41.9M
两年增速更快
AMAT
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $6.8B |
| 净利润 | $74.5M | $1.9B |
| 毛利率 | 7.3% | 48.0% |
| 营业利润率 | 5.8% | 25.2% |
| 净利率 | 1.9% | 27.9% |
| 营收同比 | 1.6% | -3.5% |
| 净利润同比 | -48.0% | 9.6% |
| 每股收益（稀释后） | $0.56 | $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ACMAMAT
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | $4.2B | $7.3B | ||
| Q2 25 | $4.2B | $7.1B | ||
| Q1 25 | $3.8B | $7.2B | ||
| Q4 24 | $4.0B | $7.0B | ||
| Q3 24 | $4.1B | $6.8B | ||
| Q2 24 | $4.2B | $6.6B |
净利润ACMAMAT
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | $120.4M | $1.8B | ||
| Q2 25 | $131.0M | $2.1B | ||
| Q1 25 | $143.4M | $1.2B | ||
| Q4 24 | $167.0M | $1.7B | ||
| Q3 24 | $172.5M | $1.7B | ||
| Q2 24 | $134.3M | $1.7B |
毛利率ACMAMAT
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 48.0% | ||
| Q3 25 | 7.9% | 48.8% | ||
| Q2 25 | 7.8% | 49.1% | ||
| Q1 25 | 7.7% | 48.8% | ||
| Q4 24 | 6.7% | 47.3% | ||
| Q3 24 | 7.2% | 47.3% | ||
| Q2 24 | 6.9% | 47.4% |
营业利润率ACMAMAT
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 25.2% | ||
| Q3 25 | 5.7% | 30.6% | ||
| Q2 25 | 7.0% | 30.5% | ||
| Q1 25 | 6.8% | 30.4% | ||
| Q4 24 | 5.9% | 29.0% | ||
| Q3 24 | 5.8% | 28.7% | ||
| Q2 24 | 5.5% | 28.8% |
净利率ACMAMAT
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 27.9% | ||
| Q3 25 | 2.9% | 24.4% | ||
| Q2 25 | 3.1% | 30.1% | ||
| Q1 25 | 3.8% | 16.5% | ||
| Q4 24 | 4.2% | 24.6% | ||
| Q3 24 | 4.2% | 25.2% | ||
| Q2 24 | 3.2% | 25.9% |
每股收益（稀释后）ACMAMAT
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $2.36 | ||
| Q3 25 | $0.90 | $2.22 | ||
| Q2 25 | $0.98 | $2.63 | ||
| Q1 25 | $1.08 | $1.45 | ||
| Q4 24 | $1.25 | $2.09 | ||
| Q3 24 | $1.27 | $2.05 | ||
| Q2 24 | $0.98 | $2.06 |
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 | $1.2B | $8.6B |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $20.4B |
| 总资产 | $11.9B | $36.3B |
| 负债/权益比越低杠杆越低 | 1.18× | — |
8季度趋势，按日历期对齐
现金及短期投资ACMAMAT
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $8.6B | ||
| Q3 25 | $1.6B | $7.0B | ||
| Q2 25 | $1.8B | $6.7B | ||
| Q1 25 | $1.6B | $8.2B | ||
| Q4 24 | $1.6B | $9.5B | ||
| Q3 24 | $1.6B | $9.1B | ||
| Q2 24 | $1.6B | $7.6B |
总债务ACMAMAT
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
股东权益ACMAMAT
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $20.4B | ||
| Q3 25 | $2.5B | $19.5B | ||
| Q2 25 | $2.5B | $19.0B | ||
| Q1 25 | $2.3B | $18.6B | ||
| Q4 24 | $2.2B | $19.0B | ||
| Q3 24 | $2.2B | $18.8B | ||
| Q2 24 | $2.3B | $18.2B |
总资产ACMAMAT
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $36.3B | ||
| Q3 25 | $12.2B | $34.2B | ||
| Q2 25 | $12.3B | $33.6B | ||
| Q1 25 | $11.8B | $33.3B | ||
| Q4 24 | $11.8B | $34.4B | ||
| Q3 24 | $12.1B | $33.6B | ||
| Q2 24 | $12.0B | $31.9B |
负债/权益比ACMAMAT
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.07× | — |
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 | $70.2M | $2.8B |
| 自由现金流经营现金流 - 资本支出 | $41.9M | $2.0B |
| 自由现金流率自由现金流/营收 | 1.1% | 30.0% |
| 资本支出强度资本支出/营收 | 0.7% | 11.5% |
| 现金转化率经营现金流/净利润 | 0.94× | 1.49× |
| 过去12个月自由现金流最近4个季度 | $616.0M | $5.7B |
8季度趋势，按日历期对齐
经营现金流ACMAMAT
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $196.1M | $2.6B | ||
| Q2 25 | $283.7M | $1.6B | ||
| Q1 25 | $190.7M | $925.0M | ||
| Q4 24 | $151.1M | $2.6B | ||
| Q3 24 | $298.8M | $2.4B | ||
| Q2 24 | $291.3M | $1.4B |
自由现金流ACMAMAT
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $134.1M | $2.0B | ||
| Q2 25 | $261.7M | $1.1B | ||
| Q1 25 | $178.3M | $544.0M | ||
| Q4 24 | $110.9M | $2.2B | ||
| Q3 24 | $274.5M | $2.1B | ||
| Q2 24 | $272.8M | $1.1B |
自由现金流率ACMAMAT
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 30.0% | ||
| Q3 25 | 3.2% | 28.1% | ||
| Q2 25 | 6.3% | 14.9% | ||
| Q1 25 | 4.7% | 7.6% | ||
| Q4 24 | 2.8% | 30.8% | ||
| Q3 24 | 6.7% | 30.8% | ||
| Q2 24 | 6.6% | 17.1% |
资本支出强度ACMAMAT
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | 1.5% | 8.0% | ||
| Q2 25 | 0.5% | 7.2% | ||
| Q1 25 | 0.3% | 5.3% | ||
| Q4 24 | 1.0% | 5.8% | ||
| Q3 24 | 0.6% | 4.4% | ||
| Q2 24 | 0.4% | 3.9% |
现金转化率ACMAMAT
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.49× | ||
| Q3 25 | 1.63× | 1.48× | ||
| Q2 25 | 2.17× | 0.74× | ||
| Q1 25 | 1.33× | 0.78× | ||
| Q4 24 | 0.90× | 1.49× | ||
| Q3 24 | 1.73× | 1.40× | ||
| Q2 24 | 2.17× | 0.81× |
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
ACM
暂无分部数据
AMAT
| Semiconductor Systems Segment | $4.8B | 70% |
| Applied Global Services Segment | $1.6B | 24% |
| Other | $415.0M | 6% |
