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应用材料（AMAT）与SuperCom Ltd（SPCB）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SuperCom Ltd的479.3倍（$6.8B vs $14.2M）。SuperCom Ltd净利率更高（37.5% vs 27.9%，领先9.6%）。SuperCom Ltd同比增速更快（-1.5% vs -3.5%）。应用材料自由现金流更多（$2.0B vs $-3.6M）
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。
Super.com是一家总部位于美国旧金山的科技公司，由侯赛因·法扎勒和施亨利联合创立。该公司主营金融服务业务，具体涵盖会员奖励计划以及旅行预订等相关服务，在出行与消费金融领域深耕发展。
AMAT vs SPCB — 直观对比
营收规模更大
AMAT
是对方的479.3倍
$14.2M
营收增速更快
SPCB
高出2.0%
-3.5%
净利率更高
SPCB
高出9.6%
27.9%
自由现金流更多
AMAT
多$2.0B
$-3.6M
损益表 — Q4 2025 vs Q2 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.8B | $14.2M |
| 净利润 | $1.9B | $5.3M |
| 毛利率 | 48.0% | 61.2% |
| 营业利润率 | 25.2% | 16.3% |
| 净利率 | 27.9% | 37.5% |
| 营收同比 | -3.5% | -1.5% |
| 净利润同比 | 9.6% | 79.5% |
| 每股收益（稀释后） | $2.36 | $1.32 |
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AMATSPCB
| Q4 25 | $6.8B | — | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $7.1B | $14.2M | ||
| Q1 25 | $7.2B | — | ||
| Q4 24 | $7.0B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.6B | $14.4M | ||
| Q1 24 | $6.7B | — |
净利润AMATSPCB
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $2.1B | $5.3M | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | $3.0M | ||
| Q1 24 | $2.0B | — |
毛利率AMATSPCB
| Q4 25 | 48.0% | — | ||
| Q3 25 | 48.8% | — | ||
| Q2 25 | 49.1% | 61.2% | ||
| Q1 25 | 48.8% | — | ||
| Q4 24 | 47.3% | — | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 47.4% | 52.3% | ||
| Q1 24 | 47.8% | — |
营业利润率AMATSPCB
| Q4 25 | 25.2% | — | ||
| Q3 25 | 30.6% | — | ||
| Q2 25 | 30.5% | 16.3% | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.0% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 28.8% | 7.7% | ||
| Q1 24 | 29.3% | — |
净利率AMATSPCB
| Q4 25 | 27.9% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 30.1% | 37.5% | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 25.9% | 20.6% | ||
| Q1 24 | 30.1% | — |
每股收益（稀释后）AMATSPCB
| Q4 25 | $2.36 | — | ||
| Q3 25 | $2.22 | — | ||
| Q2 25 | $2.63 | $1.32 | ||
| Q1 25 | $1.45 | — | ||
| Q4 24 | $2.09 | — | ||
| Q3 24 | $2.05 | — | ||
| Q2 24 | $2.06 | $1.19 | ||
| 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 | $15.0M |
| 总债务越低越好 | — | $23.6M |
| 股东权益账面价值 | $20.4B | $37.3M |
| 总资产 | $36.3B | $65.5M |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资AMATSPCB
| Q4 25 | $8.6B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $6.7B | $15.0M | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $9.5B | — | ||
| Q3 24 | $9.1B | — | ||
| Q2 24 | $7.6B | $5.7M | ||
| Q1 24 | $7.5B | — |
总债务AMATSPCB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $23.6M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $29.2M | ||
| Q1 24 | — | — |
股东权益AMATSPCB
| Q4 25 | $20.4B | — | ||
| Q3 25 | $19.5B | — | ||
| Q2 25 | $19.0B | $37.3M | ||
| Q1 25 | $18.6B | — | ||
| Q4 24 | $19.0B | — | ||
| Q3 24 | $18.8B | — | ||
| Q2 24 | $18.2B | $13.8M | ||
| Q1 24 | $17.4B | — |
总资产AMATSPCB
| Q4 25 | $36.3B | — | ||
| Q3 25 | $34.2B | — | ||
| Q2 25 | $33.6B | $65.5M | ||
| Q1 25 | $33.3B | — | ||
| Q4 24 | $34.4B | — | ||
| Q3 24 | $33.6B | — | ||
| Q2 24 | $31.9B | $49.6M | ||
| Q1 24 | $31.5B | — |
负债/权益比AMATSPCB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.11× | ||
| Q1 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 | $2.8B | $-2.2M |
| 自由现金流经营现金流 - 资本支出 | $2.0B | $-3.6M |
| 自由现金流率自由现金流/营收 | 30.0% | -25.3% |
| 资本支出强度资本支出/营收 | 11.5% | 10.0% |
| 现金转化率经营现金流/净利润 | 1.49× | -0.41× |
| 过去12个月自由现金流最近4个季度 | $5.7B | $-14.0M |
8季度趋势，按日历期对齐
经营现金流AMATSPCB
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $1.6B | $-2.2M | ||
| Q1 25 | $925.0M | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $1.4B | $-950.0K | ||
| Q1 24 | $2.3B | — |
自由现金流AMATSPCB
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.1B | $-3.6M | ||
| Q1 25 | $544.0M | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.1B | $-1.6M | ||
| Q1 24 | $2.1B | — |
自由现金流率AMATSPCB
| Q4 25 | 30.0% | — | ||
| Q3 25 | 28.1% | — | ||
| Q2 25 | 14.9% | -25.3% | ||
| Q1 25 | 7.6% | — | ||
| Q4 24 | 30.8% | — | ||
| Q3 24 | 30.8% | — | ||
| Q2 24 | 17.1% | -10.8% | ||
| Q1 24 | 31.3% | — |
资本支出强度AMATSPCB
| Q4 25 | 11.5% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 7.2% | 10.0% | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 3.9% | 4.2% | ||
| Q1 24 | 3.4% | — |
现金转化率AMATSPCB
| Q4 25 | 1.49× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 0.74× | -0.41× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 1.40× | — | ||
| Q2 24 | 0.81× | -0.32× | ||
| 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% |
SPCB
暂无分部数据
