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康代（CAMT）与KLA Corporation（KLAC）财务数据对比。点击上方公司名可切换其他公司
KLA Corporation的季度营收约是康代的13.6倍（$3.3B vs $242.0M）。KLA Corporation净利率更高（34.7% vs 28.1%，领先6.6%）
康代有限公司是全球领先的高精度检测与计量系统研发生产商，服务半导体、印刷电路板、先进封装等领域，为亚洲、北美、欧洲的客户提供工艺控制、缺陷检测、良率优化等相关解决方案。
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。
CAMT vs KLAC — 直观对比
营收规模更大
KLAC
是对方的13.6倍
$242.0M
净利率更高
KLAC
高出6.6%
28.1%
损益表 — Q2 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $242.0M | $3.3B |
| 净利润 | $68.0M | $1.1B |
| 毛利率 | 50.9% | 61.4% |
| 营业利润率 | 26.7% | — |
| 净利率 | 28.1% | 34.7% |
| 营收同比 | — | 7.2% |
| 净利润同比 | — | 39.0% |
| 每股收益（稀释后） | — | $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CAMTKLAC
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $242.0M | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | $199.6M | $2.6B | ||
| Q1 24 | — | $2.4B |
净利润CAMTKLAC
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $68.0M | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $824.5M | ||
| Q3 24 | — | $945.9M | ||
| Q2 24 | $52.8M | $836.4M | ||
| Q1 24 | — | $601.5M |
毛利率CAMTKLAC
| Q4 25 | — | 61.4% | ||
| Q3 25 | — | 61.3% | ||
| Q2 25 | 50.9% | 62.0% | ||
| Q1 25 | — | 61.6% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | 48.1% | 60.7% | ||
| Q1 24 | — | 57.9% |
营业利润率CAMTKLAC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 26.7% | 41.9% | ||
| Q1 25 | — | 41.3% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | — | 38.0% | ||
| Q2 24 | 23.6% | 36.8% | ||
| Q1 24 | — | 29.7% |
净利率CAMTKLAC
| Q4 25 | — | 34.7% | ||
| Q3 25 | — | 34.9% | ||
| Q2 25 | 28.1% | 37.9% | ||
| Q1 25 | — | 35.5% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | — | 33.3% | ||
| Q2 24 | 26.4% | 32.6% | ||
| Q1 24 | — | 25.5% |
每股收益（稀释后）CAMTKLAC
| Q4 25 | — | $8.68 | ||
| Q3 25 | — | $8.47 | ||
| Q2 25 | — | $9.04 | ||
| Q1 25 | — | $8.16 | ||
| Q4 24 | — | $6.16 | ||
| Q3 24 | — | $7.01 | ||
| Q2 24 | — | $6.16 | ||
| Q1 24 | — | $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 | $232.0M | $2.5B |
| 总债务越低越好 | — | $5.9B |
| 股东权益账面价值 | $626.5M | $5.5B |
| 总资产 | $974.7M | $16.7B |
| 负债/权益比越低杠杆越低 | — | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资CAMTKLAC
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $232.0M | $2.1B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $109.8M | $2.0B | ||
| Q1 24 | — | $1.8B |
总债务CAMTKLAC
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $5.9B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.9B | ||
| Q1 24 | — | $5.9B |
股东权益CAMTKLAC
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $626.5M | $4.7B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | $475.4M | $3.4B | ||
| Q1 24 | — | $3.1B |
总资产CAMTKLAC
| Q4 25 | — | $16.7B | ||
| Q3 25 | — | $16.3B | ||
| Q2 25 | $974.7M | $16.1B | ||
| Q1 25 | — | $15.2B | ||
| Q4 24 | — | $15.0B | ||
| Q3 24 | — | $15.7B | ||
| Q2 24 | $796.2M | $15.4B | ||
| Q1 24 | — | $15.0B |
负债/权益比CAMTKLAC
| Q4 25 | — | 1.08× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.47× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | 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 | $47.1M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | — | $1.3B |
| 自由现金流率自由现金流/营收 | — | 38.3% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 现金转化率经营现金流/净利润 | 0.69× | 1.19× |
| 过去12个月自由现金流最近4个季度 | — | $4.4B |
8季度趋势，按日历期对齐
经营现金流CAMTKLAC
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $47.1M | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $849.5M | ||
| Q3 24 | — | $995.2M | ||
| Q2 24 | $70.1M | $892.6M | ||
| Q1 24 | — | $910.0M |
自由现金流CAMTKLAC
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $990.0M | ||
| Q4 24 | — | $757.2M | ||
| Q3 24 | — | $934.8M | ||
| Q2 24 | — | $831.9M | ||
| Q1 24 | — | $838.2M |
自由现金流率CAMTKLAC
| Q4 25 | — | 38.3% | ||
| Q3 25 | — | 33.2% | ||
| Q2 25 | — | 33.5% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 32.9% | ||
| Q2 24 | — | 32.4% | ||
| Q1 24 | — | 35.5% |
资本支出强度CAMTKLAC
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 3.0% |
现金转化率CAMTKLAC
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | 0.69× | 0.97× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | 1.33× | 1.07× | ||
| Q1 24 | — | 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
CAMT
暂无分部数据
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% |
