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应用材料（AMAT）与POWELL INDUSTRIES INC（POWL）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POWELL INDUSTRIES INC的27.1倍（$6.8B vs $251.2M）。应用材料净利率更高（27.9% vs 16.5%，领先11.4%）。POWELL INDUSTRIES INC同比增速更快（4.0% vs -3.5%）。应用材料自由现金流更多（$2.0B vs $41.6M）。过去两年应用材料的营收复合增速更高（0.7% vs -0.8%）
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。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
AMAT vs POWL — 直观对比
营收规模更大
AMAT
是对方的27.1倍
$251.2M
营收增速更快
POWL
高出7.5%
-3.5%
净利率更高
AMAT
高出11.4%
16.5%
自由现金流更多
AMAT
多$2.0B
$41.6M
两年增速更快
AMAT
近两年复合增速
-0.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $6.8B | $251.2M |
| 净利润 | $1.9B | $41.4M |
| 毛利率 | 48.0% | 28.4% |
| 营业利润率 | 25.2% | 17.0% |
| 净利率 | 27.9% | 16.5% |
| 营收同比 | -3.5% | 4.0% |
| 净利润同比 | 9.6% | 19.1% |
| 每股收益（稀释后） | $2.36 | $3.40 |
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AMATPOWL
| Q4 25 | $6.8B | $251.2M | ||
| Q3 25 | $7.3B | $298.0M | ||
| Q2 25 | $7.1B | $286.3M | ||
| Q1 25 | $7.2B | $278.6M | ||
| Q4 24 | $7.0B | $241.4M | ||
| Q3 24 | $6.8B | $275.1M | ||
| Q2 24 | $6.6B | $288.2M | ||
| Q1 24 | $6.7B | $255.1M |
净利润AMATPOWL
| Q4 25 | $1.9B | $41.4M | ||
| Q3 25 | $1.8B | $51.4M | ||
| Q2 25 | $2.1B | $48.2M | ||
| Q1 25 | $1.2B | $46.3M | ||
| Q4 24 | $1.7B | $34.8M | ||
| Q3 24 | $1.7B | $46.1M | ||
| Q2 24 | $1.7B | $46.2M | ||
| Q1 24 | $2.0B | $33.5M |
毛利率AMATPOWL
| Q4 25 | 48.0% | 28.4% | ||
| Q3 25 | 48.8% | 31.4% | ||
| Q2 25 | 49.1% | 30.7% | ||
| Q1 25 | 48.8% | 29.9% | ||
| Q4 24 | 47.3% | 24.7% | ||
| Q3 24 | 47.3% | 29.2% | ||
| Q2 24 | 47.4% | 28.4% | ||
| Q1 24 | 47.8% | 24.6% |
营业利润率AMATPOWL
| Q4 25 | 25.2% | 17.0% | ||
| Q3 25 | 30.6% | 21.2% | ||
| Q2 25 | 30.5% | 21.0% | ||
| Q1 25 | 30.4% | 21.1% | ||
| Q4 24 | 29.0% | 14.7% | ||
| Q3 24 | 28.7% | 20.4% | ||
| Q2 24 | 28.8% | 19.9% | ||
| Q1 24 | 29.3% | 15.5% |
净利率AMATPOWL
| Q4 25 | 27.9% | 16.5% | ||
| Q3 25 | 24.4% | 17.3% | ||
| Q2 25 | 30.1% | 16.8% | ||
| Q1 25 | 16.5% | 16.6% | ||
| Q4 24 | 24.6% | 14.4% | ||
| Q3 24 | 25.2% | 16.7% | ||
| Q2 24 | 25.9% | 16.0% | ||
| Q1 24 | 30.1% | 13.1% |
每股收益（稀释后）AMATPOWL
| Q4 25 | $2.36 | $3.40 | ||
| Q3 25 | $2.22 | $4.23 | ||
| Q2 25 | $2.63 | $3.96 | ||
| Q1 25 | $1.45 | $3.81 | ||
| Q4 24 | $2.09 | $2.86 | ||
| Q3 24 | $2.05 | $3.77 | ||
| Q2 24 | $2.06 | $3.79 | ||
| Q1 24 | $2.41 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $20.4B | $668.9M |
| 总资产 | $36.3B | $1.1B |
| 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AMATPOWL
| Q4 25 | $8.6B | $500.8M | ||
| Q3 25 | $7.0B | $475.5M | ||
| Q2 25 | $6.7B | $433.0M | ||
| Q1 25 | $8.2B | $389.3M | ||
| Q4 24 | $9.5B | $373.4M | ||
| Q3 24 | $9.1B | $358.4M | ||
| Q2 24 | $7.6B | $374.0M | ||
| Q1 24 | $7.5B | $365.3M |
股东权益AMATPOWL
| Q4 25 | $20.4B | $668.9M | ||
| Q3 25 | $19.5B | $640.8M | ||
| Q2 25 | $19.0B | $594.9M | ||
| Q1 25 | $18.6B | $541.4M | ||
| Q4 24 | $19.0B | $496.3M | ||
| Q3 24 | $18.8B | $483.1M | ||
| Q2 24 | $18.2B | $436.7M | ||
| Q1 24 | $17.4B | $393.8M |
总资产AMATPOWL
| Q4 25 | $36.3B | $1.1B | ||
| Q3 25 | $34.2B | $1.1B | ||
| Q2 25 | $33.6B | $1.0B | ||
| Q1 25 | $33.3B | $965.4M | ||
| Q4 24 | $34.4B | $912.7M | ||
| Q3 24 | $33.6B | $928.2M | ||
| Q2 24 | $31.9B | $869.0M | ||
| Q1 24 | $31.5B | $849.6M |
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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $2.0B | $41.6M |
| 自由现金流率自由现金流/营收 | 30.0% | 16.6% |
| 资本支出强度资本支出/营收 | 11.5% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.49× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $5.7B | $161.5M |
8季度趋势，按日历期对齐
经营现金流AMATPOWL
| Q4 25 | $2.8B | $43.6M | ||
| Q3 25 | $2.6B | $61.1M | ||
| Q2 25 | $1.6B | $47.4M | ||
| Q1 25 | $925.0M | $22.4M | ||
| Q4 24 | $2.6B | $37.1M | ||
| Q3 24 | $2.4B | $-6.0M | ||
| Q2 24 | $1.4B | $13.8M | ||
| Q1 24 | $2.3B | $17.0M |
自由现金流AMATPOWL
| Q4 25 | $2.0B | $41.6M | ||
| Q3 25 | $2.0B | $59.3M | ||
| Q2 25 | $1.1B | $42.3M | ||
| Q1 25 | $544.0M | $18.3M | ||
| Q4 24 | $2.2B | $34.9M | ||
| Q3 24 | $2.1B | $-14.4M | ||
| Q2 24 | $1.1B | $12.4M | ||
| Q1 24 | $2.1B | $16.1M |
自由现金流率AMATPOWL
| Q4 25 | 30.0% | 16.6% | ||
| Q3 25 | 28.1% | 19.9% | ||
| Q2 25 | 14.9% | 14.8% | ||
| Q1 25 | 7.6% | 6.6% | ||
| Q4 24 | 30.8% | 14.4% | ||
| Q3 24 | 30.8% | -5.3% | ||
| Q2 24 | 17.1% | 4.3% | ||
| Q1 24 | 31.3% | 6.3% |
资本支出强度AMATPOWL
| Q4 25 | 11.5% | 0.8% | ||
| Q3 25 | 8.0% | 0.6% | ||
| Q2 25 | 7.2% | 1.8% | ||
| Q1 25 | 5.3% | 1.5% | ||
| Q4 24 | 5.8% | 0.9% | ||
| Q3 24 | 4.4% | 3.1% | ||
| Q2 24 | 3.9% | 0.5% | ||
| Q1 24 | 3.4% | 0.4% |
现金转化率AMATPOWL
| Q4 25 | 1.49× | 1.05× | ||
| Q3 25 | 1.48× | 1.19× | ||
| Q2 25 | 0.74× | 0.98× | ||
| Q1 25 | 0.78× | 0.48× | ||
| Q4 24 | 1.49× | 1.07× | ||
| Q3 24 | 1.40× | -0.13× | ||
| Q2 24 | 0.81× | 0.30× | ||
| Q1 24 | 1.15× | 0.51× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
