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Chewy, Inc.（CHWY）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Chewy, Inc.的1.1倍（$3.3B vs $3.1B），KLA Corporation净利率更高（34.7% vs 1.9%，领先32.8%），Chewy, Inc.同比增速更快（8.3% vs 7.2%），KLA Corporation自由现金流更多（$1.3B vs $175.8M），过去两年KLA Corporation的营收复合增速更高（18.2% vs 4.6%）
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
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。
CHWY vs KLAC — 直观对比
营收规模更大
KLAC
是对方的1.1倍
$3.1B
营收增速更快
CHWY
高出1.1%
7.2%
净利率更高
KLAC
高出32.8%
1.9%
自由现金流更多
KLAC
多$1.1B
$175.8M
两年增速更快
KLAC
近两年复合增速
4.6%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.3B |
| 净利润 | $59.2M | $1.1B |
| 毛利率 | 29.8% | 61.4% |
| 营业利润率 | 2.1% | — |
| 净利率 | 1.9% | 34.7% |
| 营收同比 | 8.3% | 7.2% |
| 净利润同比 | 1405.6% | 39.0% |
| 每股收益（稀释后） | $0.14 | $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CHWYKLAC
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $3.2B | $3.1B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $2.9B | $2.8B | ||
| Q2 24 | $2.9B | $2.6B | ||
| Q1 24 | $2.8B | $2.4B |
净利润CHWYKLAC
| Q4 25 | $59.2M | $1.1B | ||
| Q3 25 | $62.0M | $1.1B | ||
| Q2 25 | $62.4M | $1.2B | ||
| Q1 25 | $22.8M | $1.1B | ||
| Q4 24 | $3.9M | $824.5M | ||
| Q3 24 | $299.1M | $945.9M | ||
| Q2 24 | $66.9M | $836.4M | ||
| Q1 24 | $34.3M | $601.5M |
毛利率CHWYKLAC
| Q4 25 | 29.8% | 61.4% | ||
| Q3 25 | 30.4% | 61.3% | ||
| Q2 25 | 29.6% | 62.0% | ||
| Q1 25 | 28.5% | 61.6% | ||
| Q4 24 | 29.3% | 60.3% | ||
| Q3 24 | 29.5% | 59.6% | ||
| Q2 24 | 29.7% | 60.7% | ||
| Q1 24 | 28.2% | 57.9% |
营业利润率CHWYKLAC
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 2.5% | 41.9% | ||
| Q1 25 | -0.3% | 41.3% | ||
| Q4 24 | 0.9% | 31.6% | ||
| Q3 24 | 1.1% | 38.0% | ||
| Q2 24 | 2.2% | 36.8% | ||
| Q1 24 | -0.7% | 29.7% |
净利率CHWYKLAC
| Q4 25 | 1.9% | 34.7% | ||
| Q3 25 | 2.0% | 34.9% | ||
| Q2 25 | 2.0% | 37.9% | ||
| Q1 25 | 0.7% | 35.5% | ||
| Q4 24 | 0.1% | 26.8% | ||
| Q3 24 | 10.5% | 33.3% | ||
| Q2 24 | 2.3% | 32.6% | ||
| Q1 24 | 1.2% | 25.5% |
每股收益（稀释后）CHWYKLAC
| Q4 25 | $0.14 | $8.68 | ||
| Q3 25 | $0.14 | $8.47 | ||
| Q2 25 | $0.15 | $9.04 | ||
| Q1 25 | $0.07 | $8.16 | ||
| Q4 24 | $0.01 | $6.16 | ||
| Q3 24 | $0.68 | $7.01 | ||
| Q2 24 | $0.15 | $6.16 | ||
| Q1 24 | $0.08 | $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 | $701.5M | $2.5B |
| 总债务越低越好 | — | $5.9B |
| 股东权益账面价值 | $469.4M | $5.5B |
| 总资产 | $3.3B | $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CHWYKLAC
| Q4 25 | $701.5M | $2.5B | ||
| Q3 25 | $591.8M | $1.9B | ||
| Q2 25 | $616.4M | $2.1B | ||
| Q1 25 | $596.7M | $1.9B | ||
| Q4 24 | $507.5M | $1.8B | ||
| Q3 24 | $695.0M | $2.0B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $1.8B |
总债务CHWYKLAC
| 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CHWYKLAC
| Q4 25 | $469.4M | $5.5B | ||
| Q3 25 | $389.9M | $5.0B | ||
| Q2 25 | $375.6M | $4.7B | ||
| Q1 25 | $261.5M | $4.0B | ||
| Q4 24 | $223.4M | $3.6B | ||
| Q3 24 | $486.7M | $3.6B | ||
| Q2 24 | $642.9M | $3.4B | ||
| Q1 24 | $510.2M | $3.1B |
总资产CHWYKLAC
| Q4 25 | $3.3B | $16.7B | ||
| Q3 25 | $3.1B | $16.3B | ||
| Q2 25 | $3.1B | $16.1B | ||
| Q1 25 | $3.0B | $15.2B | ||
| Q4 24 | $3.0B | $15.0B | ||
| Q3 24 | $3.1B | $15.7B | ||
| Q2 24 | $3.2B | $15.4B | ||
| Q1 24 | $3.2B | $15.0B |
负债/权益比CHWYKLAC
| 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 | $207.9M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $1.3B |
| 自由现金流率自由现金流/营收 | 5.6% | 38.3% |
| 资本支出强度资本支出/营收 | 1.0% | 3.2% |
| 现金转化率经营现金流/净利润 | 3.51× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $487.0M | $4.4B |
8季度趋势，按日历期对齐
经营现金流CHWYKLAC
| Q4 25 | $207.9M | $1.4B | ||
| Q3 25 | $133.9M | $1.2B | ||
| Q2 25 | $86.4M | $1.2B | ||
| Q1 25 | $207.5M | $1.1B | ||
| Q4 24 | $183.5M | $849.5M | ||
| Q3 24 | $123.4M | $995.2M | ||
| Q2 24 | $81.9M | $892.6M | ||
| Q1 24 | $98.9M | $910.0M |
自由现金流CHWYKLAC
| Q4 25 | $175.8M | $1.3B | ||
| Q3 25 | $105.9M | $1.1B | ||
| Q2 25 | $48.7M | $1.1B | ||
| Q1 25 | $156.6M | $990.0M | ||
| Q4 24 | $151.8M | $757.2M | ||
| Q3 24 | $91.5M | $934.8M | ||
| Q2 24 | $52.6M | $831.9M | ||
| Q1 24 | $66.5M | $838.2M |
自由现金流率CHWYKLAC
| Q4 25 | 5.6% | 38.3% | ||
| Q3 25 | 3.4% | 33.2% | ||
| Q2 25 | 1.6% | 33.5% | ||
| Q1 25 | 4.8% | 32.3% | ||
| Q4 24 | 5.3% | 24.6% | ||
| Q3 24 | 3.2% | 32.9% | ||
| Q2 24 | 1.8% | 32.4% | ||
| Q1 24 | 2.3% | 35.5% |
资本支出强度CHWYKLAC
| Q4 25 | 1.0% | 3.2% | ||
| Q3 25 | 0.9% | 3.0% | ||
| Q2 25 | 1.2% | 3.2% | ||
| Q1 25 | 1.6% | 2.7% | ||
| Q4 24 | 1.1% | 3.0% | ||
| Q3 24 | 1.1% | 2.1% | ||
| Q2 24 | 1.0% | 2.4% | ||
| Q1 24 | 1.1% | 3.0% |
现金转化率CHWYKLAC
| Q4 25 | 3.51× | 1.19× | ||
| Q3 25 | 2.16× | 1.04× | ||
| Q2 25 | 1.38× | 0.97× | ||
| Q1 25 | 9.10× | 0.99× | ||
| Q4 24 | 46.66× | 1.03× | ||
| Q3 24 | 0.41× | 1.05× | ||
| Q2 24 | 1.22× | 1.07× | ||
| Q1 24 | 2.89× | 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
CHWY
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% |
