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金宝汤（CPB）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的季度营收约是金宝汤的1.2倍（$3.3B vs $2.7B），KLA Corporation净利率更高（34.7% vs 7.2%，领先27.5%），KLA Corporation同比增速更快（7.2% vs -3.4%），KLA Corporation自由现金流更多（$1.3B vs $97.0M），过去两年KLA Corporation的营收复合增速更高（18.2% vs 4.4%）
金宝汤是美国知名食品企业，核心旗舰产品为罐装汤品。其品牌旗下众多产品采用的经典红白罐设计已成为美国文化符号之一，艺术家安迪·沃霍尔创作的金宝汤罐系列波普艺术作品更让这一设计广为人知。
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。
CPB vs KLAC — 直观对比
营收规模更大
KLAC
是对方的1.2倍
$2.7B
营收增速更快
KLAC
高出10.6%
-3.4%
净利率更高
KLAC
高出27.5%
7.2%
自由现金流更多
KLAC
多$1.2B
$97.0M
两年增速更快
KLAC
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.3B |
| 净利润 | $194.0M | $1.1B |
| 毛利率 | 29.6% | 61.4% |
| 营业利润率 | 12.6% | — |
| 净利率 | 7.2% | 34.7% |
| 营收同比 | -3.4% | 7.2% |
| 净利润同比 | -11.0% | 39.0% |
| 每股收益（稀释后） | $0.65 | $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CPBKLAC
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.3B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $2.7B | $3.1B | ||
| Q4 24 | $2.8B | $3.1B | ||
| Q3 24 | $2.3B | $2.8B | ||
| Q2 24 | $2.4B | $2.6B | ||
| Q1 24 | $2.5B | $2.4B |
净利润CPBKLAC
| Q4 25 | $194.0M | $1.1B | ||
| Q3 25 | $145.0M | $1.1B | ||
| Q2 25 | $66.0M | $1.2B | ||
| Q1 25 | $173.0M | $1.1B | ||
| Q4 24 | $218.0M | $824.5M | ||
| Q3 24 | $-3.0M | $945.9M | ||
| Q2 24 | $133.0M | $836.4M | ||
| Q1 24 | $203.0M | $601.5M |
毛利率CPBKLAC
| Q4 25 | 29.6% | 61.4% | ||
| Q3 25 | 30.4% | 61.3% | ||
| Q2 25 | 29.4% | 62.0% | ||
| Q1 25 | 30.5% | 61.6% | ||
| Q4 24 | 31.3% | 60.3% | ||
| Q3 24 | 29.4% | 59.6% | ||
| Q2 24 | 30.9% | 60.7% | ||
| Q1 24 | 31.6% | 57.9% |
营业利润率CPBKLAC
| Q4 25 | 12.6% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 6.5% | 41.9% | ||
| Q1 25 | 12.2% | 41.3% | ||
| Q4 24 | 13.2% | 31.6% | ||
| Q3 24 | 3.4% | 38.0% | ||
| Q2 24 | 10.5% | 36.8% | ||
| Q1 24 | 12.9% | 29.7% |
净利率CPBKLAC
| Q4 25 | 7.2% | 34.7% | ||
| Q3 25 | 6.2% | 34.9% | ||
| Q2 25 | 2.7% | 37.9% | ||
| Q1 25 | 6.4% | 35.5% | ||
| Q4 24 | 7.9% | 26.8% | ||
| Q3 24 | -0.1% | 33.3% | ||
| Q2 24 | 5.6% | 32.6% | ||
| Q1 24 | 8.3% | 25.5% |
每股收益（稀释后）CPBKLAC
| Q4 25 | $0.65 | $8.68 | ||
| Q3 25 | $0.49 | $8.47 | ||
| Q2 25 | $0.22 | $9.04 | ||
| Q1 25 | $0.58 | $8.16 | ||
| Q4 24 | $0.72 | $6.16 | ||
| Q3 24 | $-0.01 | $7.01 | ||
| Q2 24 | $0.44 | $6.16 | ||
| Q1 24 | $0.68 | $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 | $168.0M | $2.5B |
| 总债务越低越好 | $6.1B | $5.9B |
| 股东权益账面价值 | $4.0B | $5.5B |
| 总资产 | $15.2B | $16.7B |
| 负债/权益比越低杠杆越低 | 1.54× | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资CPBKLAC
| Q4 25 | $168.0M | $2.5B | ||
| Q3 25 | $132.0M | $1.9B | ||
| Q2 25 | $143.0M | $2.1B | ||
| Q1 25 | $829.0M | $1.9B | ||
| Q4 24 | $808.0M | $1.8B | ||
| Q3 24 | $108.0M | $2.0B | ||
| Q2 24 | $107.0M | $2.0B | ||
| Q1 24 | $169.0M | $1.8B |
总债务CPBKLAC
| Q4 25 | $6.1B | $5.9B | ||
| Q3 25 | $6.1B | $5.9B | ||
| Q2 25 | $6.1B | $5.9B | ||
| Q1 25 | $6.5B | $5.9B | ||
| Q4 24 | $6.7B | $5.9B | ||
| Q3 24 | $5.8B | $5.9B | ||
| Q2 24 | $5.8B | $5.9B | ||
| Q1 24 | $4.5B | $5.9B |
股东权益CPBKLAC
| Q4 25 | $4.0B | $5.5B | ||
| Q3 25 | $3.9B | $5.0B | ||
| Q2 25 | $3.9B | $4.7B | ||
| Q1 25 | $3.9B | $4.0B | ||
| Q4 24 | $3.8B | $3.6B | ||
| Q3 24 | $3.8B | $3.6B | ||
| Q2 24 | $3.9B | $3.4B | ||
| Q1 24 | $3.8B | $3.1B |
总资产CPBKLAC
| Q4 25 | $15.2B | $16.7B | ||
| Q3 25 | $14.9B | $16.3B | ||
| Q2 25 | $14.8B | $16.1B | ||
| Q1 25 | $15.9B | $15.2B | ||
| Q4 24 | $16.1B | $15.0B | ||
| Q3 24 | $15.2B | $15.7B | ||
| Q2 24 | $15.2B | $15.4B | ||
| Q1 24 | $12.1B | $15.0B |
负债/权益比CPBKLAC
| Q4 25 | 1.54× | 1.08× | ||
| Q3 25 | 1.56× | 1.18× | ||
| Q2 25 | 1.58× | 1.25× | ||
| Q1 25 | 1.66× | 1.47× | ||
| Q4 24 | 1.75× | 1.64× | ||
| Q3 24 | 1.52× | 1.65× | ||
| Q2 24 | 1.47× | 1.75× | ||
| Q1 24 | 1.17× | 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 | $224.0M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | $97.0M | $1.3B |
| 自由现金流率自由现金流/营收 | 3.6% | 38.3% |
| 资本支出强度资本支出/营收 | 4.7% | 3.2% |
| 现金转化率经营现金流/净利润 | 1.15× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $687.0M | $4.4B |
8季度趋势，按日历期对齐
经营现金流CPBKLAC
| Q4 25 | $224.0M | $1.4B | ||
| Q3 25 | $259.0M | $1.2B | ||
| Q2 25 | $135.0M | $1.2B | ||
| Q1 25 | $512.0M | $1.1B | ||
| Q4 24 | $225.0M | $849.5M | ||
| Q3 24 | $288.0M | $995.2M | ||
| Q2 24 | $213.0M | $892.6M | ||
| Q1 24 | $510.0M | $910.0M |
自由现金流CPBKLAC
| Q4 25 | $97.0M | $1.3B | ||
| Q3 25 | $129.0M | $1.1B | ||
| Q2 25 | $50.0M | $1.1B | ||
| Q1 25 | $411.0M | $990.0M | ||
| Q4 24 | $115.0M | $757.2M | ||
| Q3 24 | $147.0M | $934.8M | ||
| Q2 24 | $100.0M | $831.9M | ||
| Q1 24 | $390.0M | $838.2M |
自由现金流率CPBKLAC
| Q4 25 | 3.6% | 38.3% | ||
| Q3 25 | 5.6% | 33.2% | ||
| Q2 25 | 2.0% | 33.5% | ||
| Q1 25 | 15.3% | 32.3% | ||
| Q4 24 | 4.1% | 24.6% | ||
| Q3 24 | 6.4% | 32.9% | ||
| Q2 24 | 4.2% | 32.4% | ||
| Q1 24 | 15.9% | 35.5% |
资本支出强度CPBKLAC
| Q4 25 | 4.7% | 3.2% | ||
| Q3 25 | 5.6% | 3.0% | ||
| Q2 25 | 3.4% | 3.2% | ||
| Q1 25 | 3.8% | 2.7% | ||
| Q4 24 | 4.0% | 3.0% | ||
| Q3 24 | 6.1% | 2.1% | ||
| Q2 24 | 4.8% | 2.4% | ||
| Q1 24 | 4.9% | 3.0% |
现金转化率CPBKLAC
| Q4 25 | 1.15× | 1.19× | ||
| Q3 25 | 1.79× | 1.04× | ||
| Q2 25 | 2.05× | 0.97× | ||
| Q1 25 | 2.96× | 0.99× | ||
| Q4 24 | 1.03× | 1.03× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | 1.60× | 1.07× | ||
| Q1 24 | 2.51× | 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
CPB
| Baked Snacks | $995.0M | 37% |
| Snacks | $914.0M | 34% |
| Simple Meals | $580.0M | 22% |
| Beverages | $168.0M | 6% |
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% |
