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应用材料（AMAT）与null（TISI）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null的30.2倍（$6.8B vs $224.8M）。应用材料净利率更高（27.9% vs -1.7%，领先29.6%）。null同比增速更快（5.4% vs -3.5%）。应用材料自由现金流更多（$2.0B vs $14.6M）。过去两年null的营收复合增速更高（6.1% vs 0.7%）
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。
TeamViewer SE是一家总部位于德国哥平根的国际科技企业，核心产品是同名的TeamViewer远程访问与支持软件。借助该软件，用户可对电脑、机器及各类设备实现远程连接、监控与控制，目前已广泛应用于多个行业，可助力实现产业价值链流程的数字化。
AMAT vs TISI — 直观对比
营收规模更大
AMAT
是对方的30.2倍
$224.8M
营收增速更快
TISI
高出8.9%
-3.5%
净利率更高
AMAT
高出29.6%
-1.7%
自由现金流更多
AMAT
多$2.0B
$14.6M
两年增速更快
TISI
近两年复合增速
0.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.8B | $224.8M |
| 净利润 | $1.9B | $-3.8M |
| 毛利率 | 48.0% | 25.9% |
| 营业利润率 | 25.2% | 2.9% |
| 净利率 | 27.9% | -1.7% |
| 营收同比 | -3.5% | 5.4% |
| 净利润同比 | 9.6% | 47.4% |
| 每股收益（稀释后） | $2.36 | $-1.46 |
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AMATTISI
| Q4 25 | $6.8B | $224.8M | ||
| Q3 25 | $7.3B | $225.0M | ||
| Q2 25 | $7.1B | $248.0M | ||
| Q1 25 | $7.2B | $198.7M | ||
| Q4 24 | $7.0B | $213.3M | ||
| Q3 24 | $6.8B | $210.8M | ||
| Q2 24 | $6.6B | $228.6M | ||
| Q1 24 | $6.7B | $199.6M |
净利润AMATTISI
| Q4 25 | $1.9B | $-3.8M | ||
| Q3 25 | $1.8B | $-11.4M | ||
| Q2 25 | $2.1B | $-4.3M | ||
| Q1 25 | $1.2B | $-29.7M | ||
| Q4 24 | $1.7B | $-7.2M | ||
| Q3 24 | $1.7B | $-11.1M | ||
| Q2 24 | $1.7B | $-2.8M | ||
| Q1 24 | $2.0B | $-17.2M |
毛利率AMATTISI
| Q4 25 | 48.0% | 25.9% | ||
| Q3 25 | 48.8% | 25.8% | ||
| Q2 25 | 49.1% | 27.5% | ||
| Q1 25 | 48.8% | 23.8% | ||
| Q4 24 | 47.3% | 26.9% | ||
| Q3 24 | 47.3% | 25.4% | ||
| Q2 24 | 47.4% | 27.8% | ||
| Q1 24 | 47.8% | 24.4% |
营业利润率AMATTISI
| Q4 25 | 25.2% | 2.9% | ||
| Q3 25 | 30.6% | 0.6% | ||
| Q2 25 | 30.5% | 4.9% | ||
| Q1 25 | 30.4% | -3.0% | ||
| Q4 24 | 29.0% | 1.0% | ||
| Q3 24 | 28.7% | 1.5% | ||
| Q2 24 | 28.8% | 4.9% | ||
| Q1 24 | 29.3% | -3.2% |
净利率AMATTISI
| Q4 25 | 27.9% | -1.7% | ||
| Q3 25 | 24.4% | -5.1% | ||
| Q2 25 | 30.1% | -1.7% | ||
| Q1 25 | 16.5% | -15.0% | ||
| Q4 24 | 24.6% | -3.4% | ||
| Q3 24 | 25.2% | -5.3% | ||
| Q2 24 | 25.9% | -1.2% | ||
| Q1 24 | 30.1% | -8.6% |
每股收益（稀释后）AMATTISI
| Q4 25 | $2.36 | $-1.46 | ||
| Q3 25 | $2.22 | $-2.68 | ||
| Q2 25 | $2.63 | $-0.95 | ||
| Q1 25 | $1.45 | $-6.61 | ||
| Q4 24 | $2.09 | $-1.60 | ||
| Q3 24 | $2.05 | $-2.52 | ||
| Q2 24 | $2.06 | $-0.63 | ||
| Q1 24 | $2.41 | $-3.89 |
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 | $18.1M |
| 总债务越低越好 | — | $293.3M |
| 股东权益账面价值 | $20.4B | $-24.5M |
| 总资产 | $36.3B | $485.5M |
| 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AMATTISI
| Q4 25 | $8.6B | $18.1M | ||
| Q3 25 | $7.0B | $14.8M | ||
| Q2 25 | $6.7B | $20.7M | ||
| Q1 25 | $8.2B | $16.8M | ||
| Q4 24 | $9.5B | $35.5M | ||
| Q3 24 | $9.1B | $19.1M | ||
| Q2 24 | $7.6B | $22.5M | ||
| Q1 24 | $7.5B | $24.2M |
总债务AMATTISI
| Q4 25 | — | $293.3M | ||
| Q3 25 | — | $298.8M | ||
| Q2 25 | — | $366.4M | ||
| Q1 25 | — | $349.8M | ||
| Q4 24 | — | $318.6M | ||
| Q3 24 | — | $314.2M | ||
| Q2 24 | — | $313.0M | ||
| Q1 24 | — | $300.0M |
股东权益AMATTISI
| Q4 25 | $20.4B | $-24.5M | ||
| Q3 25 | $19.5B | $-17.7M | ||
| Q2 25 | $19.0B | $-22.9M | ||
| Q1 25 | $18.6B | $-26.0M | ||
| Q4 24 | $19.0B | $1.7M | ||
| Q3 24 | $18.8B | $17.9M | ||
| Q2 24 | $18.2B | $23.9M | ||
| Q1 24 | $17.4B | $26.3M |
总资产AMATTISI
| Q4 25 | $36.3B | $485.5M | ||
| Q3 25 | $34.2B | $531.0M | ||
| Q2 25 | $33.6B | $548.4M | ||
| Q1 25 | $33.3B | $515.2M | ||
| Q4 24 | $34.4B | $528.4M | ||
| Q3 24 | $33.6B | $545.4M | ||
| Q2 24 | $31.9B | $549.6M | ||
| Q1 24 | $31.5B | $535.5M |
负债/权益比AMATTISI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 183.33× | ||
| Q3 24 | — | 17.55× | ||
| Q2 24 | — | 13.11× | ||
| Q1 24 | — | 11.41× |
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 | $16.8M |
| 自由现金流经营现金流 - 资本支出 | $2.0B | $14.6M |
| 自由现金流率自由现金流/营收 | 30.0% | 6.5% |
| 资本支出强度资本支出/营收 | 11.5% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.49× | — |
| 过去12个月自由现金流最近4个季度 | $5.7B | $-20.6M |
8季度趋势，按日历期对齐
经营现金流AMATTISI
| Q4 25 | $2.8B | $16.8M | ||
| Q3 25 | $2.6B | $3.9M | ||
| Q2 25 | $1.6B | $-3.3M | ||
| Q1 25 | $925.0M | $-28.7M | ||
| Q4 24 | $2.6B | $21.6M | ||
| Q3 24 | $2.4B | $5.6M | ||
| Q2 24 | $1.4B | $-6.4M | ||
| Q1 24 | $2.3B | $1.9M |
自由现金流AMATTISI
| Q4 25 | $2.0B | $14.6M | ||
| Q3 25 | $2.0B | $1.0M | ||
| Q2 25 | $1.1B | $-6.3M | ||
| Q1 25 | $544.0M | $-30.1M | ||
| Q4 24 | $2.2B | $19.6M | ||
| Q3 24 | $2.1B | $3.9M | ||
| Q2 24 | $1.1B | $-9.1M | ||
| Q1 24 | $2.1B | $-1.1M |
自由现金流率AMATTISI
| Q4 25 | 30.0% | 6.5% | ||
| Q3 25 | 28.1% | 0.5% | ||
| Q2 25 | 14.9% | -2.5% | ||
| Q1 25 | 7.6% | -15.1% | ||
| Q4 24 | 30.8% | 9.2% | ||
| Q3 24 | 30.8% | 1.9% | ||
| Q2 24 | 17.1% | -4.0% | ||
| Q1 24 | 31.3% | -0.6% |
资本支出强度AMATTISI
| Q4 25 | 11.5% | 0.9% | ||
| Q3 25 | 8.0% | 1.3% | ||
| Q2 25 | 7.2% | 1.2% | ||
| Q1 25 | 5.3% | 0.7% | ||
| Q4 24 | 5.8% | 0.9% | ||
| Q3 24 | 4.4% | 0.8% | ||
| Q2 24 | 3.9% | 1.2% | ||
| Q1 24 | 3.4% | 1.5% |
现金转化率AMATTISI
| Q4 25 | 1.49× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 1.40× | — | ||
| Q2 24 | 0.81× | — | ||
| 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% |
TISI
| Repairand Maintenance Services | $114.8M | 51% |
| Non Destructive Evaluation And Testing Services | $84.9M | 38% |
| Heat Treating | $14.2M | 6% |
| Other Services | $9.3M | 4% |
