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应用材料（AMAT）与华钦科技（CLPS）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华钦科技的82.1倍（$6.8B vs $82.8M）。应用材料净利率更高（27.9% vs 0.2%，领先27.7%）
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。
华钦科技（CLPS Inc）是全球领先的信息技术咨询与数字化解决方案服务商，核心服务银行、保险、资产管理等金融领域客户，同时覆盖零售、医疗健康、电商等行业，业务遍及北美、亚太及欧洲地区。
AMAT vs CLPS — 直观对比
营收规模更大
AMAT
是对方的82.1倍
$82.8M
净利率更高
AMAT
高出27.7%
0.2%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $6.8B | $82.8M |
| 净利润 | $1.9B | $183.0K |
| 毛利率 | 48.0% | 23.1% |
| 营业利润率 | 25.2% | 0.2% |
| 净利率 | 27.9% | 0.2% |
| 营收同比 | -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AMATCLPS
| Q2 26 | — | $82.8M | ||
| Q4 25 | $6.8B | — | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $7.2B | — | ||
| Q4 24 | $7.0B | $71.8M | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.6B | — |
净利润AMATCLPS
| Q2 26 | — | $183.0K | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.7B | $-993.5K | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — |
毛利率AMATCLPS
| Q2 26 | — | 23.1% | ||
| Q4 25 | 48.0% | — | ||
| Q3 25 | 48.8% | — | ||
| Q2 25 | 49.1% | — | ||
| Q1 25 | 48.8% | — | ||
| Q4 24 | 47.3% | 21.9% | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 47.4% | — |
营业利润率AMATCLPS
| Q2 26 | — | 0.2% | ||
| Q4 25 | 25.2% | — | ||
| Q3 25 | 30.6% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.0% | -1.3% | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 28.8% | — |
净利率AMATCLPS
| Q2 26 | — | 0.2% | ||
| Q4 25 | 27.9% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 30.1% | — | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 24.6% | -1.4% | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 25.9% | — |
每股收益（稀释后）AMATCLPS
| Q2 26 | — | — | ||
| 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 | $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 | $8.6B | $29.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $20.4B | $57.6M |
| 总资产 | $36.3B | $118.1M |
| 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AMATCLPS
| Q2 26 | — | $29.1M | ||
| Q4 25 | $8.6B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $6.7B | — | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $9.5B | $31.2M | ||
| Q3 24 | $9.1B | — | ||
| Q2 24 | $7.6B | — |
股东权益AMATCLPS
| Q2 26 | — | $57.6M | ||
| Q4 25 | $20.4B | — | ||
| Q3 25 | $19.5B | — | ||
| Q2 25 | $19.0B | — | ||
| Q1 25 | $18.6B | — | ||
| Q4 24 | $19.0B | $63.9M | ||
| Q3 24 | $18.8B | — | ||
| Q2 24 | $18.2B | — |
总资产AMATCLPS
| Q2 26 | — | $118.1M | ||
| Q4 25 | $36.3B | — | ||
| Q3 25 | $34.2B | — | ||
| Q2 25 | $33.6B | — | ||
| Q1 25 | $33.3B | — | ||
| Q4 24 | $34.4B | $110.0M | ||
| Q3 24 | $33.6B | — | ||
| Q2 24 | $31.9B | — |
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 | $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 | 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AMATCLPS
| Q2 26 | — | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $925.0M | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $1.4B | — |
自由现金流AMATCLPS
| Q2 26 | — | — | ||
| 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 | — |
自由现金流率AMATCLPS
| Q2 26 | — | — | ||
| 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% | — |
资本支出强度AMATCLPS
| Q2 26 | — | — | ||
| 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% | — |
现金转化率AMATCLPS
| Q2 26 | — | — | ||
| 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× | — |
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
| Semiconductor Systems Segment | $4.8B | 70% |
| Applied Global Services Segment | $1.6B | 24% |
| Other | $415.0M | 6% |
CLPS
暂无分部数据
