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Builders FirstSource（BLDR）与KLA Corporation（KLAC）财务数据对比。点击上方公司名可切换其他公司
Builders FirstSource的季度营收约是KLA Corporation的1.0倍（$3.4B vs $3.3B），KLA Corporation净利率更高（34.7% vs 0.9%，领先33.8%），KLA Corporation同比增速更快（7.2% vs -12.1%），KLA Corporation自由现金流更多（$1.3B vs $106.7M），过去两年KLA Corporation的营收复合增速更高（18.2% vs -7.1%）
Builders FirstSource是财富500强企业，成立于1998年3月，总部位于美国得克萨斯州欧文，是美国规模最大的建筑产品、预制构件及增值服务供应商，同时生产制造建筑材料。公司在全美拥有超1.5万名员工，服务于新建住宅施工、维修及翻新领域的专业客户。
KLA Corporation是总部位于美国加利福尼亚州米尔皮塔斯的企业，主营晶圆制造设备，为半导体及相关纳米电子行业提供过程控制与良率管理系统，产品及服务覆盖晶圆、光罩、集成电路、封装生产从研发到批量制造的全流程。
BLDR vs KLAC — 直观对比
营收规模更大
BLDR
是对方的1.0倍
$3.3B
营收增速更快
KLAC
高出19.3%
-12.1%
净利率更高
KLAC
高出33.8%
0.9%
自由现金流更多
KLAC
多$1.2B
$106.7M
两年增速更快
KLAC
近两年复合增速
-7.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $3.3B |
| 净利润 | $31.5M | $1.1B |
| 毛利率 | 29.8% | 61.4% |
| 营业利润率 | 1.8% | — |
| 净利率 | 0.9% | 34.7% |
| 营收同比 | -12.1% | 7.2% |
| 净利润同比 | -83.5% | 39.0% |
| 每股收益（稀释后） | $0.29 | $8.68 |
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BLDRKLAC
| Q4 25 | $3.4B | $3.3B | ||
| Q3 25 | $3.9B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $3.7B | $3.1B | ||
| Q4 24 | $3.8B | $3.1B | ||
| Q3 24 | $4.2B | $2.8B | ||
| Q2 24 | $4.5B | $2.6B | ||
| Q1 24 | $3.9B | $2.4B |
净利润BLDRKLAC
| Q4 25 | $31.5M | $1.1B | ||
| Q3 25 | $122.4M | $1.1B | ||
| Q2 25 | $185.0M | $1.2B | ||
| Q1 25 | $96.3M | $1.1B | ||
| Q4 24 | $190.2M | $824.5M | ||
| Q3 24 | $284.8M | $945.9M | ||
| Q2 24 | $344.1M | $836.4M | ||
| Q1 24 | $258.8M | $601.5M |
毛利率BLDRKLAC
| Q4 25 | 29.8% | 61.4% | ||
| Q3 25 | 30.4% | 61.3% | ||
| Q2 25 | 30.7% | 62.0% | ||
| Q1 25 | 30.5% | 61.6% | ||
| Q4 24 | 32.3% | 60.3% | ||
| Q3 24 | 32.8% | 59.6% | ||
| Q2 24 | 32.8% | 60.7% | ||
| Q1 24 | 33.4% | 57.9% |
营业利润率BLDRKLAC
| Q4 25 | 1.8% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.4% | 41.9% | ||
| Q1 25 | 5.0% | 41.3% | ||
| Q4 24 | 8.0% | 31.6% | ||
| Q3 24 | 10.1% | 38.0% | ||
| Q2 24 | 11.0% | 36.8% | ||
| Q1 24 | 9.6% | 29.7% |
净利率BLDRKLAC
| Q4 25 | 0.9% | 34.7% | ||
| Q3 25 | 3.1% | 34.9% | ||
| Q2 25 | 4.4% | 37.9% | ||
| Q1 25 | 2.6% | 35.5% | ||
| Q4 24 | 5.0% | 26.8% | ||
| Q3 24 | 6.7% | 33.3% | ||
| Q2 24 | 7.7% | 32.6% | ||
| Q1 24 | 6.7% | 25.5% |
每股收益（稀释后）BLDRKLAC
| Q4 25 | $0.29 | $8.68 | ||
| Q3 25 | $1.10 | $8.47 | ||
| Q2 25 | $1.66 | $9.04 | ||
| Q1 25 | $0.84 | $8.16 | ||
| Q4 24 | $1.65 | $6.16 | ||
| Q3 24 | $2.44 | $7.01 | ||
| Q2 24 | $2.87 | $6.16 | ||
| Q1 24 | $2.10 | $4.43 |
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 | $181.8M | $2.5B |
| 总债务越低越好 | $4.4B | $5.9B |
| 股东权益账面价值 | $4.4B | $5.5B |
| 总资产 | $11.2B | $16.7B |
| 负债/权益比越低杠杆越低 | 1.02× | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资BLDRKLAC
| Q4 25 | $181.8M | $2.5B | ||
| Q3 25 | $296.2M | $1.9B | ||
| Q2 25 | $87.0M | $2.1B | ||
| Q1 25 | $115.4M | $1.9B | ||
| Q4 24 | $153.6M | $1.8B | ||
| Q3 24 | $328.1M | $2.0B | ||
| Q2 24 | $75.6M | $2.0B | ||
| Q1 24 | $697.5M | $1.8B |
总债务BLDRKLAC
| Q4 25 | $4.4B | $5.9B | ||
| Q3 25 | $4.4B | $5.9B | ||
| Q2 25 | $4.7B | $5.9B | ||
| Q1 25 | $4.5B | $5.9B | ||
| Q4 24 | $3.7B | $5.9B | ||
| Q3 24 | $3.7B | $5.9B | ||
| Q2 24 | $3.8B | $5.9B | ||
| Q1 24 | $3.7B | $5.9B |
股东权益BLDRKLAC
| Q4 25 | $4.4B | $5.5B | ||
| Q3 25 | $4.3B | $5.0B | ||
| Q2 25 | $4.2B | $4.7B | ||
| Q1 25 | $4.4B | $4.0B | ||
| Q4 24 | $4.3B | $3.6B | ||
| Q3 24 | $4.4B | $3.6B | ||
| Q2 24 | $4.3B | $3.4B | ||
| Q1 24 | $5.0B | $3.1B |
总资产BLDRKLAC
| Q4 25 | $11.2B | $16.7B | ||
| Q3 25 | $11.4B | $16.3B | ||
| Q2 25 | $11.5B | $16.1B | ||
| Q1 25 | $11.4B | $15.2B | ||
| Q4 24 | $10.6B | $15.0B | ||
| Q3 24 | $10.9B | $15.7B | ||
| Q2 24 | $10.7B | $15.4B | ||
| Q1 24 | $11.2B | $15.0B |
负债/权益比BLDRKLAC
| Q4 25 | 1.02× | 1.08× | ||
| Q3 25 | 1.03× | 1.18× | ||
| Q2 25 | 1.12× | 1.25× | ||
| Q1 25 | 1.02× | 1.47× | ||
| Q4 24 | 0.86× | 1.64× | ||
| Q3 24 | 0.83× | 1.65× | ||
| Q2 24 | 0.88× | 1.75× | ||
| Q1 24 | 0.75× | 1.90× |
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 | $194.8M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | $106.7M | $1.3B |
| 自由现金流率自由现金流/营收 | 3.2% | 38.3% |
| 资本支出强度资本支出/营收 | 2.6% | 3.2% |
| 现金转化率经营现金流/净利润 | 6.19× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $853.3M | $4.4B |
8季度趋势，按日历期对齐
经营现金流BLDRKLAC
| Q4 25 | $194.8M | $1.4B | ||
| Q3 25 | $547.7M | $1.2B | ||
| Q2 25 | $341.0M | $1.2B | ||
| Q1 25 | $132.3M | $1.1B | ||
| Q4 24 | $373.5M | $849.5M | ||
| Q3 24 | $730.0M | $995.2M | ||
| Q2 24 | $452.1M | $892.6M | ||
| Q1 24 | $317.2M | $910.0M |
自由现金流BLDRKLAC
| Q4 25 | $106.7M | $1.3B | ||
| Q3 25 | $461.9M | $1.1B | ||
| Q2 25 | $252.3M | $1.1B | ||
| Q1 25 | $32.4M | $990.0M | ||
| Q4 24 | $273.8M | $757.2M | ||
| Q3 24 | $630.4M | $934.8M | ||
| Q2 24 | $364.0M | $831.9M | ||
| Q1 24 | $224.0M | $838.2M |
自由现金流率BLDRKLAC
| Q4 25 | 3.2% | 38.3% | ||
| Q3 25 | 11.7% | 33.2% | ||
| Q2 25 | 6.0% | 33.5% | ||
| Q1 25 | 0.9% | 32.3% | ||
| Q4 24 | 7.2% | 24.6% | ||
| Q3 24 | 14.9% | 32.9% | ||
| Q2 24 | 8.2% | 32.4% | ||
| Q1 24 | 5.8% | 35.5% |
资本支出强度BLDRKLAC
| Q4 25 | 2.6% | 3.2% | ||
| Q3 25 | 2.2% | 3.0% | ||
| Q2 25 | 2.1% | 3.2% | ||
| Q1 25 | 2.7% | 2.7% | ||
| Q4 24 | 2.6% | 3.0% | ||
| Q3 24 | 2.4% | 2.1% | ||
| Q2 24 | 2.0% | 2.4% | ||
| Q1 24 | 2.4% | 3.0% |
现金转化率BLDRKLAC
| Q4 25 | 6.19× | 1.19× | ||
| Q3 25 | 4.48× | 1.04× | ||
| Q2 25 | 1.84× | 0.97× | ||
| Q1 25 | 1.37× | 0.99× | ||
| Q4 24 | 1.96× | 1.03× | ||
| Q3 24 | 2.56× | 1.05× | ||
| Q2 24 | 1.31× | 1.07× | ||
| Q1 24 | 1.23× | 1.51× |
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
BLDR
| Specialty Building Products And Services | $949.0M | 28% |
| Windows Doors And Millwork | $893.5M | 27% |
| Lumber And Lumber Sheet Goods | $772.6M | 23% |
| Manufactured Products | $742.8M | 22% |
KLAC
| Wafer Inspection | $1.6B | 48% |
| Services | $786.1M | 24% |
| Patterning | $696.2M | 21% |
| Specialty Semiconductor Process | $121.6M | 4% |
| PCB And Component Inspection | $80.3M | 2% |
| Other Revenue | $40.2M | 1% |
