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应用材料（AMAT）与保德信金融（PRU）财务数据对比。点击上方公司名可切换其他公司
保德信金融的季度营收约是应用材料的2.0倍（$15.7B vs $7.9B），应用材料净利率更高（35.5% vs 5.8%，领先29.7%），保德信金融同比增速更快（25.3% vs 11.0%），过去两年应用材料的营收复合增速更高（8.0% vs -18.3%）
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。
保德信金融是美国头部金融服务企业，旗下子公司面向美国及全球40余个国家的零售与机构客户，提供保险、退休规划、投资管理等多元产品与服务。2019年其为美国规模最大的保险提供商，总资产达8151亿美元，同时入选财富世界500强及美国财富500强榜单。
AMAT vs PRU — 直观对比
营收规模更大
PRU
是对方的2.0倍
$7.9B
营收增速更快
PRU
高出14.3%
11.0%
净利率更高
AMAT
高出29.7%
5.8%
两年增速更快
AMAT
近两年复合增速
-18.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $7.9B | $15.7B |
| 净利润 | $2.8B | $905.0M |
| 毛利率 | 49.9% | — |
| 营业利润率 | 26.4% | 7.7% |
| 净利率 | 35.5% | 5.8% |
| 营收同比 | 11.0% | 25.3% |
| 净利润同比 | 31.0% | 1687.7% |
| 每股收益（稀释后） | $3.51 | $2.54 |
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AMATPRU
| Q2 26 | $7.9B | — | ||
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.8B | $15.7B | ||
| Q3 25 | $7.3B | $17.9B | ||
| Q2 25 | $7.1B | $13.7B | ||
| Q1 25 | $7.2B | $13.5B | ||
| Q4 24 | $7.0B | $12.5B | ||
| Q3 24 | $6.8B | $19.5B |
净利润AMATPRU
| Q2 26 | $2.8B | — | ||
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $905.0M | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $2.1B | $533.0M | ||
| Q1 25 | $1.2B | $707.0M | ||
| Q4 24 | $1.7B | $-57.0M | ||
| Q3 24 | $1.7B | $448.0M |
毛利率AMATPRU
| 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AMATPRU
| Q2 26 | 26.4% | — | ||
| Q1 26 | 20.4% | — | ||
| Q4 25 | 25.2% | 7.7% | ||
| Q3 25 | 30.6% | 10.0% | ||
| Q2 25 | 30.5% | 5.4% | ||
| Q1 25 | 30.4% | 6.8% | ||
| Q4 24 | 29.0% | -1.2% | ||
| Q3 24 | 28.7% | 2.8% |
净利率AMATPRU
| Q2 26 | 35.5% | — | ||
| Q1 26 | 28.9% | — | ||
| Q4 25 | 27.9% | 5.8% | ||
| Q3 25 | 24.4% | 8.0% | ||
| Q2 25 | 30.1% | 3.9% | ||
| Q1 25 | 16.5% | 5.2% | ||
| Q4 24 | 24.6% | -0.5% | ||
| Q3 24 | 25.2% | 2.3% |
每股收益（稀释后）AMATPRU
| Q2 26 | $3.51 | — | ||
| Q1 26 | $2.54 | — | ||
| Q4 25 | $2.36 | $2.54 | ||
| Q3 25 | $2.22 | $4.01 | ||
| Q2 25 | $2.63 | $1.48 | ||
| Q1 25 | $1.45 | $1.96 | ||
| Q4 24 | $2.09 | $-0.14 | ||
| Q3 24 | $2.05 | $1.24 |
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 | $19.7B |
| 总债务越低越好 | $6.5B | — |
| 股东权益账面价值 | $23.9B | $32.4B |
| 总资产 | $40.3B | $773.7B |
| 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AMATPRU
| Q2 26 | $8.2B | — | ||
| Q1 26 | $8.5B | — | ||
| Q4 25 | $8.6B | $19.7B | ||
| Q3 25 | $7.0B | $17.5B | ||
| Q2 25 | $6.7B | $16.6B | ||
| Q1 25 | $8.2B | $16.1B | ||
| Q4 24 | $9.5B | $18.5B | ||
| Q3 24 | $9.1B | $20.2B |
总债务AMATPRU
| Q2 26 | $6.5B | — | ||
| Q1 26 | $6.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
股东权益AMATPRU
| Q2 26 | $23.9B | — | ||
| Q1 26 | $21.7B | — | ||
| Q4 25 | $20.4B | $32.4B | ||
| Q3 25 | $19.5B | $32.1B | ||
| Q2 25 | $19.0B | $30.6B | ||
| Q1 25 | $18.6B | $29.9B | ||
| Q4 24 | $19.0B | $27.9B | ||
| Q3 24 | $18.8B | $30.4B |
总资产AMATPRU
| Q2 26 | $40.3B | — | ||
| Q1 26 | $37.6B | — | ||
| Q4 25 | $36.3B | $773.7B | ||
| Q3 25 | $34.2B | $776.3B | ||
| Q2 25 | $33.6B | $759.0B | ||
| Q1 25 | $33.3B | $739.3B | ||
| Q4 24 | $34.4B | $735.6B | ||
| Q3 24 | $33.6B | $760.3B |
负债/权益比AMATPRU
| Q2 26 | 0.27× | — | ||
| Q1 26 | 0.30× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — | $3.3B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 8.0% | — |
| 现金转化率经营现金流/净利润 | — | 3.67× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMATPRU
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $3.3B | ||
| Q3 25 | $2.6B | $4.3B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $925.0M | $-2.5B | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.4B | $1.1B |
自由现金流AMATPRU
| Q2 26 | — | — | ||
| Q1 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 | — |
自由现金流率AMATPRU
| Q2 26 | — | — | ||
| Q1 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% | — |
资本支出强度AMATPRU
| Q2 26 | 8.0% | — | ||
| Q1 26 | 9.2% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 7.2% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.4% | — |
现金转化率AMATPRU
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.49× | 3.67× | ||
| Q3 25 | 1.48× | 3.00× | ||
| Q2 25 | 0.74× | 2.18× | ||
| Q1 25 | 0.78× | -3.54× | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 1.40× | 2.47× |
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
PRU
| Other | $8.5B | 54% |
| International Insurance Division | $4.4B | 28% |
| US Businesses Division | $1.6B | 10% |
| PGIM Division | $1.1B | 7% |
| Trading | $51.0M | 0% |
