vs
应用材料（AMAT）与加拿大皇家银行（RY）财务数据对比。点击上方公司名可切换其他公司
加拿大皇家银行的季度营收约是应用材料的1.9倍（$13.1B vs $7.0B），加拿大皇家银行净利率更高（32.2% vs 28.9%，领先3.3%）
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。
加拿大皇家银行是加拿大市值最高的跨国金融服务机构，也是加拿大规模最大的银行。该行1864年创立于新斯科舍省哈利法克斯，全球雇员超9.8万人，为超过1800万客户提供服务，企业总部位于多伦多，运营总部位于蒙特利尔，2017年11月被金融稳定委员会列入全球系统重要性银行名单。
AMAT vs RY — 直观对比
营收规模更大
RY
是对方的1.9倍
$7.0B
净利率更高
RY
高出3.3%
28.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.0B | $13.1B |
| 净利润 | $2.0B | $4.2B |
| 毛利率 | 49.0% | — |
| 营业利润率 | 20.4% | — |
| 净利率 | 28.9% | 32.2% |
| 营收同比 | -2.1% | — |
| 净利润同比 | 71.0% | — |
| 每股收益（稀释后） | $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AMATRY
| Q1 26 | $7.0B | $13.1B | ||
| Q4 25 | $6.8B | — | ||
| Q3 25 | $7.3B | $12.4B | ||
| Q2 25 | $7.1B | $11.4B | ||
| Q1 25 | $7.2B | — | ||
| Q4 24 | $7.0B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.6B | — |
净利润AMATRY
| Q1 26 | $2.0B | $4.2B | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.8B | $4.0B | ||
| Q2 25 | $2.1B | $3.2B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — |
毛利率AMATRY
| 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% | — | ||
| Q2 24 | 47.4% | — |
营业利润率AMATRY
| Q1 26 | 20.4% | — | ||
| Q4 25 | 25.2% | — | ||
| Q3 25 | 30.6% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.0% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 28.8% | — |
净利率AMATRY
| Q1 26 | 28.9% | 32.2% | ||
| Q4 25 | 27.9% | — | ||
| Q3 25 | 24.4% | 31.9% | ||
| Q2 25 | 30.1% | 28.0% | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 25.9% | — |
每股收益（稀释后）AMATRY
| Q1 26 | $2.54 | — | ||
| 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 | $8.5B | $33.7B |
| 总债务越低越好 | $6.6B | — |
| 股东权益账面价值 | $21.7B | $102.1B |
| 总资产 | $37.6B | $1709.9B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资AMATRY
| Q1 26 | $8.5B | $33.7B | ||
| Q4 25 | $8.6B | — | ||
| Q3 25 | $7.0B | $25.5B | ||
| Q2 25 | $6.7B | $35.5B | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $9.5B | — | ||
| Q3 24 | $9.1B | — | ||
| Q2 24 | $7.6B | — |
总债务AMATRY
| Q1 26 | $6.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMATRY
| Q1 26 | $21.7B | $102.1B | ||
| Q4 25 | $20.4B | — | ||
| Q3 25 | $19.5B | $99.0B | ||
| Q2 25 | $19.0B | $96.7B | ||
| Q1 25 | $18.6B | — | ||
| Q4 24 | $19.0B | — | ||
| Q3 24 | $18.8B | — | ||
| Q2 24 | $18.2B | — |
总资产AMATRY
| Q1 26 | $37.6B | $1709.9B | ||
| Q4 25 | $36.3B | — | ||
| Q3 25 | $34.2B | $1626.4B | ||
| Q2 25 | $33.6B | $1636.8B | ||
| Q1 25 | $33.3B | — | ||
| Q4 24 | $34.4B | — | ||
| Q3 24 | $33.6B | — | ||
| Q2 24 | $31.9B | — |
负债/权益比AMATRY
| Q1 26 | 0.30× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $27.7B |
| 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 | 9.2% | — |
| 现金转化率经营现金流/净利润 | — | 6.55× |
| 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AMATRY
| Q1 26 | — | $27.7B | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.6B | $21.2B | ||
| Q2 25 | $1.6B | $7.2B | ||
| Q1 25 | $925.0M | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $1.4B | — |
自由现金流AMATRY
| 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 | — | ||
| Q2 24 | $1.1B | — |
自由现金流率AMATRY
| 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% | — | ||
| Q2 24 | 17.1% | — |
资本支出强度AMATRY
| 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% | — | ||
| Q2 24 | 3.9% | — |
现金转化率AMATRY
| Q1 26 | — | 6.55× | ||
| Q4 25 | 1.49× | — | ||
| Q3 25 | 1.48× | 5.36× | ||
| Q2 25 | 0.74× | 2.24× | ||
| 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
