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应用材料（AMAT）与亿咖通科技（ECX）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亿咖通科技的21.0倍（$6.8B vs $323.3M）。应用材料净利率更高（27.9% vs -21.4%，领先49.3%）。亿咖通科技同比增速更快（6.5% vs -3.5%）。应用材料自由现金流更多（$2.0B vs $-86.5M）
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。
亿咖通科技是全球化出行科技企业，核心业务涵盖智能车载信息娱乐系统、高级驾驶辅助技术、车联网云服务开发，为全球多家车企提供一站式智能汽车解决方案，在中国及欧洲市场拥有成熟布局。
AMAT vs ECX — 直观对比
营收规模更大
AMAT
是对方的21.0倍
$323.3M
营收增速更快
ECX
高出10.0%
-3.5%
净利率更高
AMAT
高出49.3%
-21.4%
自由现金流更多
AMAT
多$2.1B
$-86.5M
损益表 — Q4 2025 vs Q2 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.8B | $323.3M |
| 净利润 | $1.9B | $-69.1M |
| 毛利率 | 48.0% | 15.5% |
| 营业利润率 | 25.2% | -20.2% |
| 净利率 | 27.9% | -21.4% |
| 营收同比 | -3.5% | 6.5% |
| 净利润同比 | 9.6% | 12.8% |
| 每股收益（稀释后） | $2.36 | $-0.20 |
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AMATECX
| Q4 25 | $6.8B | — | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $7.1B | $323.3M | ||
| Q1 25 | $7.2B | — | ||
| Q4 24 | $7.0B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.6B | $303.5M | ||
| Q1 24 | $6.7B | — |
净利润AMATECX
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $2.1B | $-69.1M | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | $-79.2M | ||
| Q1 24 | $2.0B | — |
毛利率AMATECX
| Q4 25 | 48.0% | — | ||
| Q3 25 | 48.8% | — | ||
| Q2 25 | 49.1% | 15.5% | ||
| Q1 25 | 48.8% | — | ||
| Q4 24 | 47.3% | — | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 47.4% | 22.6% | ||
| Q1 24 | 47.8% | — |
营业利润率AMATECX
| Q4 25 | 25.2% | — | ||
| Q3 25 | 30.6% | — | ||
| Q2 25 | 30.5% | -20.2% | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.0% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 28.8% | -22.2% | ||
| Q1 24 | 29.3% | — |
净利率AMATECX
| Q4 25 | 27.9% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 30.1% | -21.4% | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 25.9% | -26.1% | ||
| Q1 24 | 30.1% | — |
每股收益（稀释后）AMATECX
| Q4 25 | $2.36 | — | ||
| Q3 25 | $2.22 | — | ||
| Q2 25 | $2.63 | $-0.20 | ||
| Q1 25 | $1.45 | — | ||
| Q4 24 | $2.09 | — | ||
| Q3 24 | $2.05 | — | ||
| Q2 24 | $2.06 | $-0.23 | ||
| Q1 24 | $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 | $8.6B | $86.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $20.4B | $-293.7M |
| 总资产 | $36.3B | $494.9M |
| 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AMATECX
| Q4 25 | $8.6B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $6.7B | $86.2M | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $9.5B | — | ||
| Q3 24 | $9.1B | — | ||
| Q2 24 | $7.6B | $108.4M | ||
| Q1 24 | $7.5B | — |
股东权益AMATECX
| Q4 25 | $20.4B | — | ||
| Q3 25 | $19.5B | — | ||
| Q2 25 | $19.0B | $-293.7M | ||
| Q1 25 | $18.6B | — | ||
| Q4 24 | $19.0B | — | ||
| Q3 24 | $18.8B | — | ||
| Q2 24 | $18.2B | $-198.5M | ||
| Q1 24 | $17.4B | — |
总资产AMATECX
| Q4 25 | $36.3B | — | ||
| Q3 25 | $34.2B | — | ||
| Q2 25 | $33.6B | $494.9M | ||
| Q1 25 | $33.3B | — | ||
| Q4 24 | $34.4B | — | ||
| Q3 24 | $33.6B | — | ||
| Q2 24 | $31.9B | $555.0M | ||
| Q1 24 | $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 | $2.8B | $-82.0M |
| 自由现金流经营现金流 - 资本支出 | $2.0B | $-86.5M |
| 自由现金流率自由现金流/营收 | 30.0% | -26.7% |
| 资本支出强度资本支出/营收 | 11.5% | 1.4% |
| 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AMATECX
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $1.6B | $-82.0M | ||
| Q1 25 | $925.0M | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $1.4B | $-57.1M | ||
| Q1 24 | $2.3B | — |
自由现金流AMATECX
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.1B | $-86.5M | ||
| Q1 25 | $544.0M | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.1B | $-64.9M | ||
| Q1 24 | $2.1B | — |
自由现金流率AMATECX
| Q4 25 | 30.0% | — | ||
| Q3 25 | 28.1% | — | ||
| Q2 25 | 14.9% | -26.7% | ||
| Q1 25 | 7.6% | — | ||
| Q4 24 | 30.8% | — | ||
| Q3 24 | 30.8% | — | ||
| Q2 24 | 17.1% | -21.4% | ||
| Q1 24 | 31.3% | — |
资本支出强度AMATECX
| Q4 25 | 11.5% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 7.2% | 1.4% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 3.9% | 2.6% | ||
| Q1 24 | 3.4% | — |
现金转化率AMATECX
| 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
AMAT
| Semiconductor Systems Segment | $4.8B | 70% |
| Applied Global Services Segment | $1.6B | 24% |
| Other | $415.0M | 6% |
ECX
暂无分部数据
