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Fidelity National Information Services（FIS）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Fidelity National Information Services的1.2倍（$3.3B vs $2.8B），KLA Corporation净利率更高（34.7% vs 18.2%，领先16.6%），Fidelity National Information Services同比增速更快（8.1% vs 7.2%），KLA Corporation自由现金流更多（$1.3B vs $739.0M），过去两年KLA Corporation的营收复合增速更高（18.2% vs 6.8%）
FIS是总部位于美国的跨国企业，深耕金融科技领域，提供多元金融产品及服务。该公司每年处理约750亿笔交易，支撑约9万亿美元的资金流转，为全球超过2万家客户提供服务。
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。
FIS vs KLAC — 直观对比
营收规模更大
KLAC
是对方的1.2倍
$2.8B
营收增速更快
FIS
高出1.0%
7.2%
净利率更高
KLAC
高出16.6%
18.2%
自由现金流更多
KLAC
多$523.0M
$739.0M
两年增速更快
KLAC
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $3.3B |
| 净利润 | $511.0M | $1.1B |
| 毛利率 | 38.3% | 61.4% |
| 营业利润率 | 18.8% | — |
| 净利率 | 18.2% | 34.7% |
| 营收同比 | 8.1% | 7.2% |
| 净利润同比 | 97.3% | 39.0% |
| 每股收益（稀释后） | $0.98 | $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FISKLAC
| Q4 25 | $2.8B | $3.3B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.5B | $3.1B | ||
| Q4 24 | $2.6B | $3.1B | ||
| Q3 24 | $2.6B | $2.8B | ||
| Q2 24 | $2.5B | $2.6B | ||
| Q1 24 | $2.5B | $2.4B |
净利润FISKLAC
| Q4 25 | $511.0M | $1.1B | ||
| Q3 25 | $264.0M | $1.1B | ||
| Q2 25 | $-470.0M | $1.2B | ||
| Q1 25 | $77.0M | $1.1B | ||
| Q4 24 | $259.0M | $824.5M | ||
| Q3 24 | $224.0M | $945.9M | ||
| Q2 24 | $243.0M | $836.4M | ||
| Q1 24 | $724.0M | $601.5M |
毛利率FISKLAC
| Q4 25 | 38.3% | 61.4% | ||
| Q3 25 | 37.8% | 61.3% | ||
| Q2 25 | 36.4% | 62.0% | ||
| Q1 25 | 34.7% | 61.6% | ||
| Q4 24 | 36.9% | 60.3% | ||
| Q3 24 | 38.0% | 59.6% | ||
| Q2 24 | 38.2% | 60.7% | ||
| Q1 24 | 37.1% | 57.9% |
营业利润率FISKLAC
| Q4 25 | 18.8% | — | ||
| Q3 25 | 16.8% | — | ||
| Q2 25 | 15.6% | 41.9% | ||
| Q1 25 | 13.7% | 41.3% | ||
| Q4 24 | 18.5% | 31.6% | ||
| Q3 24 | 19.1% | 38.0% | ||
| Q2 24 | 15.2% | 36.8% | ||
| Q1 24 | 14.6% | 29.7% |
净利率FISKLAC
| Q4 25 | 18.2% | 34.7% | ||
| Q3 25 | 9.7% | 34.9% | ||
| Q2 25 | -18.0% | 37.9% | ||
| Q1 25 | 3.0% | 35.5% | ||
| Q4 24 | 10.0% | 26.8% | ||
| Q3 24 | 8.7% | 33.3% | ||
| Q2 24 | 9.8% | 32.6% | ||
| Q1 24 | 29.3% | 25.5% |
每股收益（稀释后）FISKLAC
| Q4 25 | $0.98 | $8.68 | ||
| Q3 25 | $0.50 | $8.47 | ||
| Q2 25 | $-0.90 | $9.04 | ||
| Q1 25 | $0.15 | $8.16 | ||
| Q4 24 | $0.51 | $6.16 | ||
| Q3 24 | $0.41 | $7.01 | ||
| Q2 24 | $0.44 | $6.16 | ||
| Q1 24 | $1.25 | $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 | $599.0M | $2.5B |
| 总债务越低越好 | $9.1B | $5.9B |
| 股东权益账面价值 | $13.9B | $5.5B |
| 总资产 | $33.5B | $16.7B |
| 负债/权益比越低杠杆越低 | 0.65× | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资FISKLAC
| Q4 25 | $599.0M | $2.5B | ||
| Q3 25 | $571.0M | $1.9B | ||
| Q2 25 | $581.0M | $2.1B | ||
| Q1 25 | $805.0M | $1.9B | ||
| Q4 24 | $834.0M | $1.8B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $2.1B | $2.0B | ||
| Q1 24 | $3.3B | $1.8B |
总债务FISKLAC
| Q4 25 | $9.1B | $5.9B | ||
| Q3 25 | $8.9B | $5.9B | ||
| Q2 25 | $8.9B | $5.9B | ||
| Q1 25 | $8.7B | $5.9B | ||
| Q4 24 | $9.7B | $5.9B | ||
| Q3 24 | $10.5B | $5.9B | ||
| Q2 24 | $10.6B | $5.9B | ||
| Q1 24 | $10.6B | $5.9B |
股东权益FISKLAC
| Q4 25 | $13.9B | $5.5B | ||
| Q3 25 | $13.9B | $5.0B | ||
| Q2 25 | $14.2B | $4.7B | ||
| Q1 25 | $15.1B | $4.0B | ||
| Q4 24 | $15.7B | $3.6B | ||
| Q3 24 | $16.6B | $3.6B | ||
| Q2 24 | $17.0B | $3.4B | ||
| Q1 24 | $18.0B | $3.1B |
总资产FISKLAC
| Q4 25 | $33.5B | $16.7B | ||
| Q3 25 | $33.0B | $16.3B | ||
| Q2 25 | $33.4B | $16.1B | ||
| Q1 25 | $32.8B | $15.2B | ||
| Q4 24 | $33.8B | $15.0B | ||
| Q3 24 | $34.3B | $15.7B | ||
| Q2 24 | $34.6B | $15.4B | ||
| Q1 24 | $35.9B | $15.0B |
负债/权益比FISKLAC
| Q4 25 | 0.65× | 1.08× | ||
| Q3 25 | 0.64× | 1.18× | ||
| Q2 25 | 0.63× | 1.25× | ||
| Q1 25 | 0.57× | 1.47× | ||
| Q4 24 | 0.62× | 1.64× | ||
| Q3 24 | 0.63× | 1.65× | ||
| Q2 24 | 0.62× | 1.75× | ||
| Q1 24 | 0.59× | 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 | $758.0M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | $739.0M | $1.3B |
| 自由现金流率自由现金流/营收 | 26.3% | 38.3% |
| 资本支出强度资本支出/营收 | 0.7% | 3.2% |
| 现金转化率经营现金流/净利润 | 1.48× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $4.4B |
8季度趋势，按日历期对齐
经营现金流FISKLAC
| Q4 25 | $758.0M | $1.4B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $382.0M | $1.2B | ||
| Q1 25 | $457.0M | $1.1B | ||
| Q4 24 | $782.0M | $849.5M | ||
| Q3 24 | $641.0M | $995.2M | ||
| Q2 24 | $546.0M | $892.6M | ||
| Q1 24 | $206.0M | $910.0M |
自由现金流FISKLAC
| Q4 25 | $739.0M | $1.3B | ||
| Q3 25 | $952.0M | $1.1B | ||
| Q2 25 | $343.0M | $1.1B | ||
| Q1 25 | $420.0M | $990.0M | ||
| Q4 24 | $764.0M | $757.2M | ||
| Q3 24 | $605.0M | $934.8M | ||
| Q2 24 | $530.0M | $831.9M | ||
| Q1 24 | $179.0M | $838.2M |
自由现金流率FISKLAC
| Q4 25 | 26.3% | 38.3% | ||
| Q3 25 | 35.0% | 33.2% | ||
| Q2 25 | 13.1% | 33.5% | ||
| Q1 25 | 16.6% | 32.3% | ||
| Q4 24 | 29.4% | 24.6% | ||
| Q3 24 | 23.5% | 32.9% | ||
| Q2 24 | 21.3% | 32.4% | ||
| Q1 24 | 7.3% | 35.5% |
资本支出强度FISKLAC
| Q4 25 | 0.7% | 3.2% | ||
| Q3 25 | 2.2% | 3.0% | ||
| Q2 25 | 1.5% | 3.2% | ||
| Q1 25 | 1.5% | 2.7% | ||
| Q4 24 | 0.7% | 3.0% | ||
| Q3 24 | 1.4% | 2.1% | ||
| Q2 24 | 0.6% | 2.4% | ||
| Q1 24 | 1.1% | 3.0% |
现金转化率FISKLAC
| Q4 25 | 1.48× | 1.19× | ||
| Q3 25 | 3.83× | 1.04× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | 5.94× | 0.99× | ||
| Q4 24 | 3.02× | 1.03× | ||
| Q3 24 | 2.86× | 1.05× | ||
| Q2 24 | 2.25× | 1.07× | ||
| Q1 24 | 0.28× | 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
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
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% |
