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康代（CAMT）与Mativ Holdings, Inc.（MATV）财务数据对比。点击上方公司名可切换其他公司
Mativ Holdings, Inc.的季度营收约是康代的1.9倍（$463.1M vs $242.0M），康代净利率更高（28.1% vs 21.8%，领先6.3%）
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。
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
CAMT vs MATV — 直观对比
营收规模更大
MATV
是对方的1.9倍
$242.0M
净利率更高
CAMT
高出6.3%
21.8%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $242.0M | $463.1M |
| 净利润 | $68.0M | $100.8M |
| 毛利率 | 50.9% | 18.8% |
| 营业利润率 | 26.7% | 2.2% |
| 净利率 | 28.1% | 21.8% |
| 营收同比 | — | 1.0% |
| 净利润同比 | — | 6620.0% |
| 每股收益（稀释后） | — | $1.87 |
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CAMTMATV
| Q4 25 | — | $463.1M | ||
| Q3 25 | — | $513.7M | ||
| Q2 25 | $242.0M | $525.4M | ||
| Q1 25 | — | $484.8M | ||
| Q4 24 | — | $458.6M | ||
| Q3 24 | — | $498.5M | ||
| Q2 24 | $199.6M | $523.8M | ||
| Q1 24 | — | $500.2M |
净利润CAMTMATV
| Q4 25 | — | $100.8M | ||
| Q3 25 | — | $-3.2M | ||
| Q2 25 | $68.0M | $-9.5M | ||
| Q1 25 | — | $-425.5M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $-20.8M | ||
| Q2 24 | $52.8M | $-1.4M | ||
| Q1 24 | — | $-28.0M |
毛利率CAMTMATV
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | 50.9% | 19.7% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 18.8% | ||
| Q2 24 | 48.1% | 20.8% | ||
| Q1 24 | — | 16.8% |
营业利润率CAMTMATV
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | 26.7% | 3.8% | ||
| Q1 25 | — | -88.8% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | 23.6% | 2.0% | ||
| Q1 24 | — | -2.8% |
净利率CAMTMATV
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | -0.6% | ||
| Q2 25 | 28.1% | -1.8% | ||
| Q1 25 | — | -87.8% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | -4.2% | ||
| Q2 24 | 26.4% | -0.3% | ||
| Q1 24 | — | -5.6% |
每股收益（稀释后）CAMTMATV
| Q4 25 | — | $1.87 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-0.18 | ||
| Q1 25 | — | $-7.82 | ||
| Q4 24 | — | $0.03 | ||
| Q3 24 | — | $-0.38 | ||
| Q2 24 | — | $-0.03 | ||
| Q1 24 | — | $-0.52 |
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 | $84.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $626.5M | $498.7M |
| 总资产 | $974.7M | $2.1B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资CAMTMATV
| Q4 25 | — | $84.2M | ||
| Q3 25 | — | $97.1M | ||
| Q2 25 | $232.0M | $95.6M | ||
| Q1 25 | — | $84.0M | ||
| Q4 24 | — | $94.3M | ||
| Q3 24 | — | $162.2M | ||
| Q2 24 | $109.8M | $133.4M | ||
| Q1 24 | — | $128.9M |
总债务CAMTMATV
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益CAMTMATV
| Q4 25 | — | $498.7M | ||
| Q3 25 | — | $397.4M | ||
| Q2 25 | $626.5M | $416.6M | ||
| Q1 25 | — | $428.2M | ||
| Q4 24 | — | $858.5M | ||
| Q3 24 | — | $882.3M | ||
| Q2 24 | $475.4M | $898.0M | ||
| Q1 24 | — | $906.9M |
总资产CAMTMATV
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $974.7M | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $796.2M | $2.6B | ||
| Q1 24 | — | $2.7B |
负债/权益比CAMTMATV
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.63× | ||
| Q2 25 | — | 2.66× | ||
| Q1 25 | — | 2.67× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.29× | ||
| Q1 24 | — | 1.30× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $8.0M |
| 自由现金流率自由现金流/营收 | — | 1.7% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | 0.69× | 0.19× |
| 过去12个月自由现金流最近4个季度 | — | $93.8M |
8季度趋势，按日历期对齐
经营现金流CAMTMATV
| Q4 25 | — | $19.3M | ||
| Q3 25 | — | $72.8M | ||
| Q2 25 | $47.1M | $57.6M | ||
| Q1 25 | — | $-15.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $37.6M | ||
| Q2 24 | $70.1M | $46.1M | ||
| Q1 24 | — | $-13.0M |
自由现金流CAMTMATV
| Q4 25 | — | $8.0M | ||
| Q3 25 | — | $66.7M | ||
| Q2 25 | — | $48.9M | ||
| Q1 25 | — | $-29.8M | ||
| Q4 24 | — | $2.0M | ||
| Q3 24 | — | $25.5M | ||
| Q2 24 | — | $37.4M | ||
| Q1 24 | — | $-25.1M |
自由现金流率CAMTMATV
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | — | 7.1% | ||
| Q1 24 | — | -5.0% |
资本支出强度CAMTMATV
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 2.4% |
现金转化率CAMTMATV
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 16.07× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.33× | — | ||
| Q1 24 | — | — |
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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
