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应用材料（AMAT）与摩根士丹利（MS）财务数据对比。点击上方公司名可切换其他公司
摩根士丹利的季度营收约是应用材料的1.4倍（$10.7B vs $7.9B），摩根士丹利净利率更高（52.6% vs 35.5%，领先17.1%），摩根士丹利同比增速更快（16.0% vs 11.0%），过去两年应用材料的营收复合增速更高（8.0% vs -15.8%）
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。
摩根士丹利是总部位于美国纽约曼哈顿中城百老汇1585号的跨国投资银行及金融服务提供商，在全球42个国家设有办事处，员工超8万名，服务客户涵盖企业、政府、机构及个人。2023年该公司位列美国财富500强第61位，同年位居福布斯全球2000强第30位。
AMAT vs MS — 直观对比
营收规模更大
MS
是对方的1.4倍
$7.9B
营收增速更快
MS
高出5.0%
11.0%
净利率更高
MS
高出17.1%
35.5%
两年增速更快
AMAT
近两年复合增速
-15.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.9B | $10.7B |
| 净利润 | $2.8B | $5.6B |
| 毛利率 | 49.9% | — |
| 营业利润率 | 26.4% | — |
| 净利率 | 35.5% | 52.6% |
| 营收同比 | 11.0% | 16.0% |
| 净利润同比 | 31.0% | — |
| 每股收益（稀释后） | $3.51 | — |
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AMATMS
| Q2 26 | $7.9B | — | ||
| Q1 26 | $7.0B | $10.7B | ||
| Q4 25 | $6.8B | $17.9B | ||
| Q3 25 | $7.3B | $18.2B | ||
| Q2 25 | $7.1B | $16.8B | ||
| Q1 25 | $7.2B | $17.7B | ||
| Q4 24 | $7.0B | — | ||
| Q3 24 | $6.8B | $15.4B |
净利润AMATMS
| Q2 26 | $2.8B | — | ||
| Q1 26 | $2.0B | $5.6B | ||
| Q4 25 | $1.9B | $4.4B | ||
| Q3 25 | $1.8B | $4.6B | ||
| Q2 25 | $2.1B | $3.5B | ||
| Q1 25 | $1.2B | $4.3B | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | $3.2B |
毛利率AMATMS
| Q2 26 | 49.9% | — | ||
| Q1 26 | 49.0% | — | ||
| Q4 25 | 48.0% | — | ||
| Q3 25 | 48.8% | — | ||
| Q2 25 | 49.1% | — | ||
| Q1 25 | 48.8% | — | ||
| Q4 24 | 47.3% | — | ||
| Q3 24 | 47.3% | — |
营业利润率AMATMS
| Q2 26 | 26.4% | — | ||
| Q1 26 | 20.4% | — | ||
| Q4 25 | 25.2% | 32.2% | ||
| Q3 25 | 30.6% | 33.1% | ||
| Q2 25 | 30.5% | 27.5% | ||
| Q1 25 | 30.4% | 31.3% | ||
| Q4 24 | 29.0% | — | ||
| Q3 24 | 28.7% | 27.4% |
净利率AMATMS
| Q2 26 | 35.5% | — | ||
| Q1 26 | 28.9% | 52.6% | ||
| Q4 25 | 27.9% | 24.6% | ||
| Q3 25 | 24.4% | 25.3% | ||
| Q2 25 | 30.1% | 21.1% | ||
| Q1 25 | 16.5% | 24.3% | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 25.2% | 20.7% |
每股收益（稀释后）AMATMS
| Q2 26 | $3.51 | — | ||
| Q1 26 | $2.54 | — | ||
| Q4 25 | $2.36 | $2.68 | ||
| Q3 25 | $2.22 | $2.80 | ||
| Q2 25 | $2.63 | $2.13 | ||
| Q1 25 | $1.45 | $2.60 | ||
| Q4 24 | $2.09 | — | ||
| Q3 24 | $2.05 | $1.88 |
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 | — |
| 总债务越低越好 | $6.5B | — |
| 股东权益账面价值 | $23.9B | $5.1M |
| 总资产 | $40.3B | $1581.4B |
| 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AMATMS
| Q2 26 | $8.2B | — | ||
| Q1 26 | $8.5B | — | ||
| Q4 25 | $8.6B | $111.7B | ||
| Q3 25 | $7.0B | $103.7B | ||
| Q2 25 | $6.7B | $109.1B | ||
| Q1 25 | $8.2B | $90.7B | ||
| Q4 24 | $9.5B | — | ||
| Q3 24 | $9.1B | $91.1B |
总债务AMATMS
| Q2 26 | $6.5B | — | ||
| Q1 26 | $6.6B | — | ||
| Q4 25 | — | $341.7B | ||
| Q3 25 | — | $324.1B | ||
| Q2 25 | — | $320.1B | ||
| Q1 25 | — | $297.0B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $291.2B |
股东权益AMATMS
| Q2 26 | $23.9B | — | ||
| Q1 26 | $21.7B | $5.1M | ||
| Q4 25 | $20.4B | $111.6B | ||
| Q3 25 | $19.5B | $110.0B | ||
| Q2 25 | $19.0B | $108.2B | ||
| Q1 25 | $18.6B | $106.8B | ||
| Q4 24 | $19.0B | — | ||
| Q3 24 | $18.8B | $103.6B |
总资产AMATMS
| Q2 26 | $40.3B | — | ||
| Q1 26 | $37.6B | $1581.4B | ||
| Q4 25 | $36.3B | $1420.3B | ||
| Q3 25 | $34.2B | $1364.8B | ||
| Q2 25 | $33.6B | $1353.9B | ||
| Q1 25 | $33.3B | $1300.3B | ||
| Q4 24 | $34.4B | — | ||
| Q3 24 | $33.6B | $1258.0B |
负债/权益比AMATMS
| Q2 26 | 0.27× | — | ||
| Q1 26 | 0.30× | — | ||
| Q4 25 | — | 3.06× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.96× | ||
| Q1 25 | — | 2.78× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
