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C3.ai, Inc.（AI）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C3.ai, Inc.的90.5倍（$6.8B vs $75.1M）。应用材料净利率更高（27.9% vs -139.3%，领先167.2%）。应用材料同比增速更快（-3.5% vs -20.3%）。应用材料自由现金流更多（$2.0B vs $-46.9M）。过去两年应用材料的营收复合增速更高（0.7% vs -2.1%）
C3.ai是全球领先的企业级人工智能软件供应商，主要开发销售可扩展的AI应用、平台工具及垂直行业定制解决方案，服务覆盖制造、能源、金融、医疗、公共部门等领域，助力客户优化运营、降本增效、管控风险，实现数据驱动的业务决策。
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。
AI vs AMAT — 直观对比
营收规模更大
AMAT
是对方的90.5倍
$75.1M
营收增速更快
AMAT
高出16.9%
-20.3%
净利率更高
AMAT
高出167.2%
-139.3%
自由现金流更多
AMAT
多$2.1B
$-46.9M
两年增速更快
AMAT
近两年复合增速
-2.1%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $75.1M | $6.8B |
| 净利润 | $-104.7M | $1.9B |
| 毛利率 | 40.4% | 48.0% |
| 营业利润率 | -149.2% | 25.2% |
| 净利率 | -139.3% | 27.9% |
| 营收同比 | -20.3% | -3.5% |
| 净利润同比 | -58.7% | 9.6% |
| 每股收益（稀释后） | $-0.75 | $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AIAMAT
| Q4 25 | $75.1M | $6.8B | ||
| Q3 25 | $70.3M | $7.3B | ||
| Q2 25 | $108.7M | $7.1B | ||
| Q1 25 | $98.8M | $7.2B | ||
| Q4 24 | $94.3M | $7.0B | ||
| Q3 24 | $87.2M | $6.8B | ||
| Q2 24 | $86.6M | $6.6B | ||
| Q1 24 | $78.4M | $6.7B |
净利润AIAMAT
| Q4 25 | $-104.7M | $1.9B | ||
| Q3 25 | $-116.8M | $1.8B | ||
| Q2 25 | $-79.7M | $2.1B | ||
| Q1 25 | $-80.2M | $1.2B | ||
| Q4 24 | $-66.0M | $1.7B | ||
| Q3 24 | $-62.8M | $1.7B | ||
| Q2 24 | $-72.9M | $1.7B | ||
| Q1 24 | $-72.6M | $2.0B |
毛利率AIAMAT
| Q4 25 | 40.4% | 48.0% | ||
| Q3 25 | 37.6% | 48.8% | ||
| Q2 25 | 62.1% | 49.1% | ||
| Q1 25 | 59.1% | 48.8% | ||
| Q4 24 | 61.3% | 47.3% | ||
| Q3 24 | 59.8% | 47.3% | ||
| Q2 24 | 59.6% | 47.4% | ||
| Q1 24 | 57.8% | 47.8% |
营业利润率AIAMAT
| Q4 25 | -149.2% | 25.2% | ||
| Q3 25 | -177.7% | 30.6% | ||
| Q2 25 | -81.8% | 30.5% | ||
| Q1 25 | -88.7% | 30.4% | ||
| Q4 24 | -79.8% | 29.0% | ||
| Q3 24 | -83.2% | 28.7% | ||
| Q2 24 | -95.1% | 28.8% | ||
| Q1 24 | -105.3% | 29.3% |
净利率AIAMAT
| Q4 25 | -139.3% | 27.9% | ||
| Q3 25 | -166.2% | 24.4% | ||
| Q2 25 | -73.3% | 30.1% | ||
| Q1 25 | -81.2% | 16.5% | ||
| Q4 24 | -69.9% | 24.6% | ||
| Q3 24 | -72.0% | 25.2% | ||
| Q2 24 | -84.2% | 25.9% | ||
| Q1 24 | -92.6% | 30.1% |
每股收益（稀释后）AIAMAT
| Q4 25 | $-0.75 | $2.36 | ||
| Q3 25 | $-0.86 | $2.22 | ||
| Q2 25 | $-0.60 | $2.63 | ||
| Q1 25 | $-0.62 | $1.45 | ||
| Q4 24 | $-0.52 | $2.09 | ||
| Q3 24 | $-0.50 | $2.05 | ||
| Q2 24 | $-0.59 | $2.06 | ||
| Q1 24 | $-0.60 | $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 | $675.0M | $8.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $771.9M | $20.4B |
| 总资产 | $961.3M | $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AIAMAT
| Q4 25 | $675.0M | $8.6B | ||
| Q3 25 | $711.9M | $7.0B | ||
| Q2 25 | $742.7M | $6.7B | ||
| Q1 25 | $724.3M | $8.2B | ||
| Q4 24 | $730.4M | $9.5B | ||
| Q3 24 | $762.5M | $9.1B | ||
| Q2 24 | $750.4M | $7.6B | ||
| Q1 24 | $723.3M | $7.5B |
股东权益AIAMAT
| Q4 25 | $771.9M | $20.4B | ||
| Q3 25 | $798.8M | $19.5B | ||
| Q2 25 | $838.3M | $19.0B | ||
| Q1 25 | $860.2M | $18.6B | ||
| Q4 24 | $859.0M | $19.0B | ||
| Q3 24 | $874.9M | $18.8B | ||
| Q2 24 | $873.4M | $18.2B | ||
| Q1 24 | $898.0M | $17.4B |
总资产AIAMAT
| Q4 25 | $961.3M | $36.3B | ||
| Q3 25 | $968.7M | $34.2B | ||
| Q2 25 | $1.0B | $33.6B | ||
| Q1 25 | $1.1B | $33.3B | ||
| Q4 24 | $1.0B | $34.4B | ||
| Q3 24 | $1.1B | $33.6B | ||
| Q2 24 | $1.0B | $31.9B | ||
| Q1 24 | $1.1B | $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 | $-46.5M | $2.8B |
| 自由现金流经营现金流 - 资本支出 | $-46.9M | $2.0B |
| 自由现金流率自由现金流/营收 | -62.4% | 30.0% |
| 资本支出强度资本支出/营收 | 0.5% | 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 | $-93.2M | $5.7B |
8季度趋势，按日历期对齐
经营现金流AIAMAT
| Q4 25 | $-46.5M | $2.8B | ||
| Q3 25 | $-33.5M | $2.6B | ||
| Q2 25 | $11.3M | $1.6B | ||
| Q1 25 | $-22.0M | $925.0M | ||
| Q4 24 | $-38.7M | $2.6B | ||
| Q3 24 | $8.0M | $2.4B | ||
| Q2 24 | $21.3M | $1.4B | ||
| Q1 24 | $-39.1M | $2.3B |
自由现金流AIAMAT
| Q4 25 | $-46.9M | $2.0B | ||
| Q3 25 | $-34.3M | $2.0B | ||
| Q2 25 | $10.3M | $1.1B | ||
| Q1 25 | $-22.4M | $544.0M | ||
| Q4 24 | $-39.5M | $2.2B | ||
| Q3 24 | $7.1M | $2.1B | ||
| Q2 24 | $18.8M | $1.1B | ||
| Q1 24 | $-45.1M | $2.1B |
自由现金流率AIAMAT
| Q4 25 | -62.4% | 30.0% | ||
| Q3 25 | -48.8% | 28.1% | ||
| Q2 25 | 9.5% | 14.9% | ||
| Q1 25 | -22.7% | 7.6% | ||
| Q4 24 | -41.9% | 30.8% | ||
| Q3 24 | 8.2% | 30.8% | ||
| Q2 24 | 21.7% | 17.1% | ||
| Q1 24 | -57.6% | 31.3% |
资本支出强度AIAMAT
| Q4 25 | 0.5% | 11.5% | ||
| Q3 25 | 1.1% | 8.0% | ||
| Q2 25 | 0.9% | 7.2% | ||
| Q1 25 | 0.4% | 5.3% | ||
| Q4 24 | 0.9% | 5.8% | ||
| Q3 24 | 1.1% | 4.4% | ||
| Q2 24 | 2.9% | 3.9% | ||
| Q1 24 | 7.8% | 3.4% |
现金转化率AIAMAT
| 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
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
AMAT
| Semiconductor Systems Segment | $4.8B | 70% |
| Applied Global Services Segment | $1.6B | 24% |
| Other | $415.0M | 6% |
