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Airship AI Holdings, Inc.（AISP）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Airship AI Holdings, Inc.的1047.1倍（$6.8B vs $6.5M）。Airship AI Holdings, Inc.净利率更高（353.6% vs 27.9%，领先325.7%）。Airship AI Holdings, Inc.同比增速更快（102.5% vs -3.5%）。过去两年应用材料的营收复合增速更高（0.7% vs -21.6%）
Airship AI Holdings相关的飞艇工业公司曾是英国现代软式飞艇（即浮空艇）制造商，1980年至1990年以该名称开展运营，曾有一段时间由艾伦·邦德控股。其前身航空航天发展公司成立于1970年，后继企业混合动力飞行器公司截至2022年仍在运营。
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。
AISP vs AMAT — 直观对比
营收规模更大
AMAT
是对方的1047.1倍
$6.5M
营收增速更快
AISP
高出106.0%
-3.5%
净利率更高
AISP
高出325.7%
27.9%
两年增速更快
AMAT
近两年复合增速
-21.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.5M | $6.8B |
| 净利润 | $23.0M | $1.9B |
| 毛利率 | 51.2% | 48.0% |
| 营业利润率 | -9.4% | 25.2% |
| 净利率 | 353.6% | 27.9% |
| 营收同比 | 102.5% | -3.5% |
| 净利润同比 | 145.8% | 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AISPAMAT
| Q4 25 | $6.5M | $6.8B | ||
| Q3 25 | $1.2M | $7.3B | ||
| Q2 25 | $2.1M | $7.1B | ||
| Q1 25 | $5.5M | $7.2B | ||
| Q4 24 | $3.2M | $7.0B | ||
| Q3 24 | $2.9M | $6.8B | ||
| Q2 24 | $6.4M | $6.6B | ||
| Q1 24 | $10.6M | $6.7B |
净利润AISPAMAT
| Q4 25 | $23.0M | $1.9B | ||
| Q3 25 | $6.4M | $1.8B | ||
| Q2 25 | $-23.8M | $2.1B | ||
| Q1 25 | $23.7M | $1.2B | ||
| Q4 24 | $-50.2M | $1.7B | ||
| Q3 24 | $6.2M | $1.7B | ||
| Q2 24 | $18.5M | $1.7B | ||
| Q1 24 | $-32.0M | $2.0B |
毛利率AISPAMAT
| Q4 25 | 51.2% | 48.0% | ||
| Q3 25 | 51.3% | 48.8% | ||
| Q2 25 | 71.4% | 49.1% | ||
| Q1 25 | 40.6% | 48.8% | ||
| Q4 24 | 38.6% | 47.3% | ||
| Q3 24 | 75.1% | 47.3% | ||
| Q2 24 | 70.4% | 47.4% | ||
| Q1 24 | 24.9% | 47.8% |
营业利润率AISPAMAT
| Q4 25 | -9.4% | 25.2% | ||
| Q3 25 | -243.5% | 30.6% | ||
| Q2 25 | -94.2% | 30.5% | ||
| Q1 25 | -31.2% | 30.4% | ||
| Q4 24 | -46.5% | 29.0% | ||
| Q3 24 | -55.4% | 28.7% | ||
| Q2 24 | 15.3% | 28.8% | ||
| Q1 24 | -13.3% | 29.3% |
净利率AISPAMAT
| Q4 25 | 353.6% | 27.9% | ||
| Q3 25 | 544.4% | 24.4% | ||
| Q2 25 | -1106.6% | 30.1% | ||
| Q1 25 | 430.8% | 16.5% | ||
| Q4 24 | -1564.8% | 24.6% | ||
| Q3 24 | 216.7% | 25.2% | ||
| Q2 24 | 288.4% | 25.9% | ||
| Q1 24 | -302.3% | 30.1% |
每股收益（稀释后）AISPAMAT
| Q4 25 | $0.75 | $2.36 | ||
| Q3 25 | $0.15 | $2.22 | ||
| Q2 25 | $-0.75 | $2.63 | ||
| Q1 25 | $0.61 | $1.45 | ||
| Q4 24 | $-1.72 | $2.09 | ||
| Q3 24 | $0.17 | $2.05 | ||
| Q2 24 | $0.61 | $2.06 | ||
| Q1 24 | $-1.40 | $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 | $11.8M | $8.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-7.1M | $20.4B |
| 总资产 | $19.5M | $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AISPAMAT
| Q4 25 | $11.8M | $8.6B | ||
| Q3 25 | $5.8M | $7.0B | ||
| Q2 25 | $6.3M | $6.7B | ||
| Q1 25 | $8.8M | $8.2B | ||
| Q4 24 | $11.4M | $9.5B | ||
| Q3 24 | $6.5M | $9.1B | ||
| Q2 24 | $226.8K | $7.6B | ||
| Q1 24 | $1.7M | $7.5B |
股东权益AISPAMAT
| Q4 25 | $-7.1M | $20.4B | ||
| Q3 25 | $-40.1M | $19.5B | ||
| Q2 25 | $-46.9M | $19.0B | ||
| Q1 25 | $-23.5M | $18.6B | ||
| Q4 24 | $-53.0M | $19.0B | ||
| Q3 24 | $-12.9M | $18.8B | ||
| Q2 24 | $-28.0M | $18.2B | ||
| Q1 24 | $-48.1M | $17.4B |
总资产AISPAMAT
| Q4 25 | $19.5M | $36.3B | ||
| Q3 25 | $8.1M | $34.2B | ||
| Q2 25 | $10.1M | $33.6B | ||
| Q1 25 | $12.9M | $33.3B | ||
| Q4 24 | $13.7M | $34.4B | ||
| Q3 24 | $9.1M | $33.6B | ||
| Q2 24 | $5.3M | $31.9B | ||
| Q1 24 | $4.7M | $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 | $-3.5M | $2.8B |
| 自由现金流经营现金流 - 资本支出 | — | $2.0B |
| 自由现金流率自由现金流/营收 | — | 30.0% |
| 资本支出强度资本支出/营收 | — | 11.5% |
| 现金转化率经营现金流/净利润 | -0.15× | 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AISPAMAT
| Q4 25 | $-3.5M | $2.8B | ||
| Q3 25 | $-583.6K | $2.6B | ||
| Q2 25 | $-1.8M | $1.6B | ||
| Q1 25 | $-2.1M | $925.0M | ||
| Q4 24 | $-2.1M | $2.6B | ||
| Q3 24 | $-251.4K | $2.4B | ||
| Q2 24 | $-2.5M | $1.4B | ||
| Q1 24 | $-1.7M | $2.3B |
自由现金流AISPAMAT
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $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AISPAMAT
| Q4 25 | — | 30.0% | ||
| Q3 25 | — | 28.1% | ||
| Q2 25 | — | 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AISPAMAT
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 8.0% | ||
| Q2 25 | — | 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AISPAMAT
| Q4 25 | -0.15× | 1.49× | ||
| Q3 25 | -0.09× | 1.48× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | -0.09× | 0.78× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | -0.04× | 1.40× | ||
| Q2 24 | -0.13× | 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
AISP
暂无分部数据
AMAT
| Semiconductor Systems Segment | $4.8B | 70% |
| Applied Global Services Segment | $1.6B | 24% |
| Other | $415.0M | 6% |
