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COHERENT CORP.（COHR）与NOVA LTD.（NVMI）财务数据对比。点击上方公司名可切换其他公司
COHERENT CORP.的季度营收约是NOVA LTD.的3.9倍（$1.7B vs $433.3M）。NOVA LTD.净利率更高（30.7% vs 8.7%，领先22.0%）。NOVA LTD.自由现金流更多（$102.6M vs $-95.7M）
Coherent Corp.是美国专业光学材料与半导体生产商，2023年全球员工规模达26622人。2022年原II-VI公司收购激光制造商Coherent, Inc.后更名为现名，产品广泛应用于通信、工业、医疗等众多领域。
Nova Ltd.（前身为Nova测量仪器公司）成立于1993年，是一家为半导体制造行业提供先进计量解决方案的上市企业，专注于尺寸、材料及化学计量技术领域，股票同时在纳斯达克全球市场和特拉维夫证券交易所上市，代码为NVMI。
COHR vs NVMI — 直观对比
营收规模更大
COHR
是对方的3.9倍
$433.3M
净利率更高
NVMI
高出22.0%
8.7%
自由现金流更多
NVMI
多$198.3M
$-95.7M
损益表 — Q2 2026 vs Q2 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $433.3M |
| 净利润 | $146.7M | $133.1M |
| 毛利率 | 36.9% | 57.6% |
| 营业利润率 | 10.0% | 29.7% |
| 净利率 | 8.7% | 30.7% |
| 营收同比 | 17.5% | — |
| 净利润同比 | 41.9% | — |
| 每股收益（稀释后） | $0.76 | — |
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COHRNVMI
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.5B | $433.3M | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.2B | — |
净利润COHRNVMI
| Q4 25 | $146.7M | — | ||
| Q3 25 | $226.3M | — | ||
| Q2 25 | $-95.6M | $133.1M | ||
| Q1 25 | $15.7M | — | ||
| Q4 24 | $103.4M | — | ||
| Q3 24 | $25.9M | — | ||
| Q2 24 | $-48.4M | — | ||
| Q1 24 | $-13.2M | — |
毛利率COHRNVMI
| Q4 25 | 36.9% | — | ||
| Q3 25 | 36.6% | — | ||
| Q2 25 | 35.7% | 57.6% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 35.5% | — | ||
| Q3 24 | 34.1% | — | ||
| Q2 24 | 32.9% | — | ||
| Q1 24 | 30.3% | — |
营业利润率COHRNVMI
| Q4 25 | 10.0% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | -4.1% | 29.7% | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 1.8% | — |
净利率COHRNVMI
| Q4 25 | 8.7% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | -6.3% | 30.7% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 7.2% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | -3.7% | — | ||
| Q1 24 | -1.1% | — |
每股收益（稀释后）COHRNVMI
| Q4 25 | $0.76 | — | ||
| Q3 25 | $1.19 | — | ||
| Q2 25 | $-0.81 | — | ||
| Q1 25 | $-0.11 | — | ||
| Q4 24 | $0.44 | — | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $-0.52 | — | ||
| Q1 24 | $-0.29 | — |
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 | $863.7M | $348.4M |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $8.5B | $1.1B |
| 总资产 | $15.1B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
现金及短期投资COHRNVMI
| Q4 25 | $863.7M | — | ||
| Q3 25 | $852.8M | — | ||
| Q2 25 | $909.2M | $348.4M | ||
| Q1 25 | $890.3M | — | ||
| Q4 24 | $917.8M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $926.0M | — | ||
| Q1 24 | $898.6M | — |
总债务COHRNVMI
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.2B | — |
股东权益COHRNVMI
| Q4 25 | $8.5B | — | ||
| Q3 25 | $5.8B | — | ||
| Q2 25 | $5.6B | $1.1B | ||
| Q1 25 | $5.4B | — | ||
| Q4 24 | $5.2B | — | ||
| Q3 24 | $5.5B | — | ||
| Q2 24 | $5.2B | — | ||
| Q1 24 | $5.3B | — |
总资产COHRNVMI
| Q4 25 | $15.1B | — | ||
| Q3 25 | $14.7B | — | ||
| Q2 25 | $14.9B | $1.5B | ||
| Q1 25 | $14.4B | — | ||
| Q4 24 | $14.2B | — | ||
| Q3 24 | $14.7B | — | ||
| Q2 24 | $14.5B | — | ||
| Q1 24 | $14.5B | — |
负债/权益比COHRNVMI
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.73× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.78× | — |
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 | $57.9M | $114.2M |
| 自由现金流经营现金流 - 资本支出 | $-95.7M | $102.6M |
| 自由现金流率自由现金流/营收 | -5.7% | 23.7% |
| 资本支出强度资本支出/营收 | 9.1% | 2.7% |
| 现金转化率经营现金流/净利润 | 0.39× | 0.86× |
| 过去12个月自由现金流最近4个季度 | $-103.6M | — |
8季度趋势，按日历期对齐
经营现金流COHRNVMI
| Q4 25 | $57.9M | — | ||
| Q3 25 | $46.0M | — | ||
| Q2 25 | $130.3M | $114.2M | ||
| Q1 25 | $163.0M | — | ||
| Q4 24 | $187.4M | — | ||
| Q3 24 | $153.0M | — | ||
| Q2 24 | $162.3M | — | ||
| Q1 24 | $117.4M | — |
自由现金流COHRNVMI
| Q4 25 | $-95.7M | — | ||
| Q3 25 | $-58.0M | — | ||
| Q2 25 | $-1.1M | $102.6M | ||
| Q1 25 | $51.1M | — | ||
| Q4 24 | $81.7M | — | ||
| Q3 24 | $61.0M | — | ||
| Q2 24 | $62.4M | — | ||
| Q1 24 | $24.2M | — |
自由现金流率COHRNVMI
| Q4 25 | -5.7% | — | ||
| Q3 25 | -3.7% | — | ||
| Q2 25 | -0.1% | 23.7% | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 2.0% | — |
资本支出强度COHRNVMI
| Q4 25 | 9.1% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 8.6% | 2.7% | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 7.6% | — | ||
| Q1 24 | 7.7% | — |
现金转化率COHRNVMI
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | 10.37× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 5.91× | — | ||
| Q2 24 | — | — | ||
| 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
COHR
| Datacenter And Communications Segment | $1.2B | 72% |
| Industrial Segment | $477.7M | 28% |
NVMI
| Products | $351.8M | 81% |
| Services | $81.6M | 19% |
