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应用材料（AMAT）与高露洁棕榄（CL）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高露洁棕榄的1.5倍（$7.9B vs $5.3B），应用材料净利率更高（35.5% vs 12.1%，领先23.3%），应用材料同比增速更快（11.0% vs 8.4%），过去两年应用材料的营收复合增速更高（8.0% vs 2.6%）
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。
高露洁棕榄是总部位于美国纽约市曼哈顿中城公园大道的跨国消费品企业，主营家居清洁、医疗护理、个人护理、宠物护理等品类产品的生产、分销及相关服务，旗下产品行销全球多地，在日用消费领域拥有广泛的市场认可度。
AMAT vs CL — 直观对比
营收规模更大
AMAT
是对方的1.5倍
$5.3B
营收增速更快
AMAT
高出2.6%
8.4%
净利率更高
AMAT
高出23.3%
12.1%
两年增速更快
AMAT
近两年复合增速
2.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.9B | $5.3B |
| 净利润 | $2.8B | $646.0M |
| 毛利率 | 49.9% | 60.6% |
| 营业利润率 | 26.4% | 18.1% |
| 净利率 | 35.5% | 12.1% |
| 营收同比 | 11.0% | 8.4% |
| 净利润同比 | 31.0% | -6.4% |
| 每股收益（稀释后） | $3.51 | $0.80 |
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AMATCL
| Q2 26 | $7.9B | — | ||
| Q1 26 | $7.0B | $5.3B | ||
| Q4 25 | $6.8B | $5.2B | ||
| Q3 25 | $7.3B | $5.1B | ||
| Q2 25 | $7.1B | $5.1B | ||
| Q1 25 | $7.2B | $4.9B | ||
| Q4 24 | $7.0B | $4.9B | ||
| Q3 24 | $6.8B | $5.0B |
净利润AMATCL
| Q2 26 | $2.8B | — | ||
| Q1 26 | $2.0B | $646.0M | ||
| Q4 25 | $1.9B | $-36.0M | ||
| Q3 25 | $1.8B | $735.0M | ||
| Q2 25 | $2.1B | $743.0M | ||
| Q1 25 | $1.2B | $690.0M | ||
| Q4 24 | $1.7B | $738.0M | ||
| Q3 24 | $1.7B | $737.0M |
毛利率AMATCL
| Q2 26 | 49.9% | — | ||
| Q1 26 | 49.0% | 60.6% | ||
| Q4 25 | 48.0% | 60.2% | ||
| Q3 25 | 48.8% | 59.4% | ||
| Q2 25 | 49.1% | 60.1% | ||
| Q1 25 | 48.8% | 60.8% | ||
| Q4 24 | 47.3% | 60.3% | ||
| Q3 24 | 47.3% | 61.1% |
营业利润率AMATCL
| Q2 26 | 26.4% | — | ||
| Q1 26 | 20.4% | 18.1% | ||
| Q4 25 | 25.2% | 1.7% | ||
| Q3 25 | 30.6% | 20.6% | ||
| Q2 25 | 30.5% | 21.1% | ||
| Q1 25 | 30.4% | 21.9% | ||
| Q4 24 | 29.0% | 21.5% | ||
| Q3 24 | 28.7% | 21.2% |
净利率AMATCL
| Q2 26 | 35.5% | — | ||
| Q1 26 | 28.9% | 12.1% | ||
| Q4 25 | 27.9% | -0.7% | ||
| Q3 25 | 24.4% | 14.3% | ||
| Q2 25 | 30.1% | 14.5% | ||
| Q1 25 | 16.5% | 14.1% | ||
| Q4 24 | 24.6% | 14.9% | ||
| Q3 24 | 25.2% | 14.6% |
每股收益（稀释后）AMATCL
| Q2 26 | $3.51 | — | ||
| Q1 26 | $2.54 | $0.80 | ||
| Q4 25 | $2.36 | $-0.04 | ||
| Q3 25 | $2.22 | $0.91 | ||
| Q2 25 | $2.63 | $0.91 | ||
| Q1 25 | $1.45 | $0.85 | ||
| Q4 24 | $2.09 | $0.89 | ||
| Q3 24 | $2.05 | $0.90 |
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 | $8.2B | $1.3B |
| 总债务越低越好 | $6.5B | — |
| 股东权益账面价值 | $23.9B | — |
| 总资产 | $40.3B | $16.6B |
| 负债/权益比越低杠杆越低 | 0.27× | — |
8季度趋势，按日历期对齐
现金及短期投资AMATCL
| Q2 26 | $8.2B | — | ||
| Q1 26 | $8.5B | $1.3B | ||
| Q4 25 | $8.6B | $1.4B | ||
| Q3 25 | $7.0B | $1.3B | ||
| Q2 25 | $6.7B | $1.2B | ||
| Q1 25 | $8.2B | $1.1B | ||
| Q4 24 | $9.5B | $1.3B | ||
| Q3 24 | $9.1B | $1.2B |
总债务AMATCL
| Q2 26 | $6.5B | — | ||
| Q1 26 | $6.6B | — | ||
| Q4 25 | — | $7.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.0B | ||
| Q3 24 | — | — |
股东权益AMATCL
| Q2 26 | $23.9B | — | ||
| Q1 26 | $21.7B | — | ||
| Q4 25 | $20.4B | $54.0M | ||
| Q3 25 | $19.5B | $856.0M | ||
| Q2 25 | $19.0B | $702.0M | ||
| Q1 25 | $18.6B | $363.0M | ||
| Q4 24 | $19.0B | $212.0M | ||
| Q3 24 | $18.8B | $435.0M |
总资产AMATCL
| Q2 26 | $40.3B | — | ||
| Q1 26 | $37.6B | $16.6B | ||
| Q4 25 | $36.3B | $16.3B | ||
| Q3 25 | $34.2B | $17.5B | ||
| Q2 25 | $33.6B | $17.5B | ||
| Q1 25 | $33.3B | $16.6B | ||
| Q4 24 | $34.4B | $16.0B | ||
| Q3 24 | $33.6B | $16.8B |
负债/权益比AMATCL
| Q2 26 | 0.27× | — | ||
| Q1 26 | 0.30× | — | ||
| Q4 25 | — | 145.17× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 33.04× | ||
| Q3 24 | — | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $609.0M |
| 自由现金流率自由现金流/营收 | — | 11.4% |
| 资本支出强度资本支出/营收 | 8.0% | 2.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $3.8B |
8季度趋势，按日历期对齐
经营现金流AMATCL
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $1.5B | ||
| Q3 25 | $2.6B | $1.3B | ||
| Q2 25 | $1.6B | $884.0M | ||
| Q1 25 | $925.0M | $600.0M | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.4B | $1.2B |
自由现金流AMATCL
| Q2 26 | — | — | ||
| Q1 26 | — | $609.0M | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $1.1B | $776.0M | ||
| Q1 25 | $544.0M | $476.0M | ||
| Q4 24 | $2.2B | $1.1B | ||
| Q3 24 | $2.1B | $1.0B |
自由现金流率AMATCL
| Q2 26 | — | — | ||
| Q1 26 | — | 11.4% | ||
| Q4 25 | 30.0% | 24.4% | ||
| Q3 25 | 28.1% | 21.6% | ||
| Q2 25 | 14.9% | 15.2% | ||
| Q1 25 | 7.6% | 9.7% | ||
| Q4 24 | 30.8% | 21.9% | ||
| Q3 24 | 30.8% | 20.5% |
资本支出强度AMATCL
| Q2 26 | 8.0% | — | ||
| Q1 26 | 9.2% | 2.6% | ||
| Q4 25 | 11.5% | 3.4% | ||
| Q3 25 | 8.0% | 3.0% | ||
| Q2 25 | 7.2% | 2.1% | ||
| Q1 25 | 5.3% | 2.5% | ||
| Q4 24 | 5.8% | 3.7% | ||
| Q3 24 | 4.4% | 2.7% |
现金转化率AMATCL
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.49× | — | ||
| Q3 25 | 1.48× | 1.72× | ||
| Q2 25 | 0.74× | 1.19× | ||
| Q1 25 | 0.78× | 0.87× | ||
| Q4 24 | 1.49× | 1.72× | ||
| Q3 24 | 1.40× | 1.58× |
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
AMAT
暂无分部数据
CL
| Latin America | $1.3B | 25% |
| Pet Nutrition | $1.2B | 22% |
| Europe, Middle East & Africa (1) | $1.1B | 21% |
| North America (1) | $888.0M | 17% |
| Asia Pacific (1) | $804.0M | 15% |
