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应用材料（AMAT）与Williams Companies（WMB）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Williams Companies的2.3倍（$7.0B vs $3.0B），应用材料净利率更高（28.9% vs 28.5%，领先0.4%），Williams Companies同比增速更快（-0.6% vs -2.1%），过去两年Williams Companies的营收复合增速更高（3.2% vs 2.7%）
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。
总部位于美国俄克拉荷马州塔尔萨的能源企业，位列《财富》美国500强，普通股为标普500指数成分股，核心业务为天然气加工与运输，同时持有石油、发电相关资产。
AMAT vs WMB — 直观对比
营收规模更大
AMAT
是对方的2.3倍
$3.0B
营收增速更快
WMB
高出1.6%
-2.1%
净利率更高
AMAT
高出0.4%
28.5%
两年增速更快
WMB
近两年复合增速
2.7%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.0B | $3.0B |
| 净利润 | $2.0B | $864.0M |
| 毛利率 | 49.0% | — |
| 营业利润率 | 20.4% | 43.6% |
| 净利率 | 28.9% | 28.5% |
| 营收同比 | -2.1% | -0.6% |
| 净利润同比 | 71.0% | 25.1% |
| 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AMATWMB
| Q1 26 | $7.0B | $3.0B | ||
| Q4 25 | $6.8B | $3.8B | ||
| Q3 25 | $7.3B | $3.5B | ||
| Q2 25 | $7.1B | $3.4B | ||
| Q1 25 | $7.2B | $4.2B | ||
| Q4 24 | $7.0B | $3.4B | ||
| Q3 24 | $6.8B | $3.0B | ||
| Q2 24 | $6.6B | $2.8B |
净利润AMATWMB
| Q1 26 | $2.0B | $864.0M | ||
| Q4 25 | $1.9B | $734.0M | ||
| Q3 25 | $1.8B | $647.0M | ||
| Q2 25 | $2.1B | $546.0M | ||
| Q1 25 | $1.2B | $691.0M | ||
| Q4 24 | $1.7B | $486.0M | ||
| Q3 24 | $1.7B | $706.0M | ||
| Q2 24 | $1.7B | $401.0M |
毛利率AMATWMB
| 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AMATWMB
| Q1 26 | 20.4% | 43.6% | ||
| Q4 25 | 25.2% | 27.3% | ||
| Q3 25 | 30.6% | 31.8% | ||
| Q2 25 | 30.5% | 28.0% | ||
| Q1 25 | 30.4% | 26.1% | ||
| Q4 24 | 29.0% | 23.2% | ||
| Q3 24 | 28.7% | 27.6% | ||
| Q2 24 | 28.8% | 24.4% |
净利率AMATWMB
| Q1 26 | 28.9% | 28.5% | ||
| Q4 25 | 27.9% | 19.1% | ||
| Q3 25 | 24.4% | 18.5% | ||
| Q2 25 | 30.1% | 16.2% | ||
| Q1 25 | 16.5% | 16.5% | ||
| Q4 24 | 24.6% | 14.2% | ||
| Q3 24 | 25.2% | 23.3% | ||
| Q2 24 | 25.9% | 14.1% |
每股收益（稀释后）AMATWMB
| Q1 26 | $2.54 | — | ||
| Q4 25 | $2.36 | $0.60 | ||
| Q3 25 | $2.22 | $0.53 | ||
| Q2 25 | $2.63 | $0.45 | ||
| Q1 25 | $1.45 | $0.56 | ||
| Q4 24 | $2.09 | $0.39 | ||
| Q3 24 | $2.05 | $0.58 | ||
| Q2 24 | $2.06 | $0.33 |
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 | $950.0K |
| 总债务越低越好 | $6.6B | $30.1M |
| 股东权益账面价值 | $21.7B | $13.0M |
| 总资产 | $37.6B | $59.6M |
| 负债/权益比越低杠杆越低 | 0.30× | 2.31× |
8季度趋势，按日历期对齐
现金及短期投资AMATWMB
| Q1 26 | $8.5B | $950.0K | ||
| Q4 25 | $8.6B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $6.7B | — | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $9.5B | — | ||
| Q3 24 | $9.1B | — | ||
| Q2 24 | $7.6B | — |
总债务AMATWMB
| Q1 26 | $6.6B | $30.1M | ||
| Q4 25 | — | $27.3B | ||
| Q3 25 | — | $25.6B | ||
| Q2 25 | — | $25.6B | ||
| Q1 25 | — | $24.1B | ||
| Q4 24 | — | $24.7B | ||
| Q3 24 | — | $24.8B | ||
| Q2 24 | — | $24.1B |
股东权益AMATWMB
| Q1 26 | $21.7B | $13.0M | ||
| Q4 25 | $20.4B | $12.8B | ||
| Q3 25 | $19.5B | $12.5B | ||
| Q2 25 | $19.0B | $12.4B | ||
| Q1 25 | $18.6B | $12.5B | ||
| Q4 24 | $19.0B | $12.4B | ||
| Q3 24 | $18.8B | $12.4B | ||
| Q2 24 | $18.2B | $12.3B |
总资产AMATWMB
| Q1 26 | $37.6B | $59.6M | ||
| Q4 25 | $36.3B | $58.6B | ||
| Q3 25 | $34.2B | $55.7B | ||
| Q2 25 | $33.6B | $56.1B | ||
| Q1 25 | $33.3B | $54.9B | ||
| Q4 24 | $34.4B | $54.5B | ||
| Q3 24 | $33.6B | $53.8B | ||
| Q2 24 | $31.9B | $52.4B |
负债/权益比AMATWMB
| Q1 26 | 0.30× | 2.31× | ||
| Q4 25 | — | 2.13× | ||
| Q3 25 | — | 2.04× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 1.93× | ||
| Q4 24 | — | 1.99× | ||
| Q3 24 | — | 2.00× | ||
| Q2 24 | — | 1.96× |
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 | — | $6.3B |
| 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 | 9.2% | 44.9% |
| 现金转化率经营现金流/净利润 | — | 7.31× |
| 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AMATWMB
| Q1 26 | — | $6.3B | ||
| Q4 25 | $2.8B | $1.6B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $925.0M | $1.4B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.3B |
自由现金流AMATWMB
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $-379.0M | ||
| Q3 25 | $2.0B | $485.0M | ||
| Q2 25 | $1.1B | $478.0M | ||
| Q1 25 | $544.0M | $421.0M | ||
| Q4 24 | $2.2B | $450.0M | ||
| Q3 24 | $2.1B | $561.0M | ||
| Q2 24 | $1.1B | $700.0M |
自由现金流率AMATWMB
| Q1 26 | — | — | ||
| Q4 25 | 30.0% | -9.9% | ||
| Q3 25 | 28.1% | 13.9% | ||
| Q2 25 | 14.9% | 14.2% | ||
| Q1 25 | 7.6% | 10.1% | ||
| Q4 24 | 30.8% | 13.2% | ||
| Q3 24 | 30.8% | 18.5% | ||
| Q2 24 | 17.1% | 24.6% |
资本支出强度AMATWMB
| Q1 26 | 9.2% | 44.9% | ||
| Q4 25 | 11.5% | 50.9% | ||
| Q3 25 | 8.0% | 27.3% | ||
| Q2 25 | 7.2% | 28.8% | ||
| Q1 25 | 5.3% | 24.2% | ||
| Q4 24 | 5.8% | 22.5% | ||
| Q3 24 | 4.4% | 22.5% | ||
| Q2 24 | 3.9% | 20.3% |
现金转化率AMATWMB
| Q1 26 | — | 7.31× | ||
| Q4 25 | 1.49× | 2.15× | ||
| Q3 25 | 1.48× | 2.22× | ||
| Q2 25 | 0.74× | 2.66× | ||
| Q1 25 | 0.78× | 2.07× | ||
| Q4 24 | 1.49× | 2.51× | ||
| Q3 24 | 1.40× | 1.76× | ||
| Q2 24 | 0.81× | 3.19× |
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
WMB
| Service revenues | $2.2B | 73% |
| Other | $778.0M | 26% |
| Service revenues - commodity consideration | $46.0M | 2% |
