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宜瑞安（INGR）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的季度营收约是宜瑞安的1.9倍（$3.3B vs $1.8B），KLA Corporation净利率更高（34.7% vs 9.5%，领先25.2%），KLA Corporation同比增速更快（7.2% vs -2.4%），KLA Corporation自由现金流更多（$1.3B vs $270.0M），过去两年KLA Corporation的营收复合增速更高（18.2% vs -3.4%）
宜瑞安（Ingredion Inc.）是总部位于美国伊利诺伊州的食品饮料配料供应商，主打产品包括淀粉、非转基因甜味剂、甜菊糖、豌豆蛋白等，以玉米、木薯、马铃薯、谷物、果蔬等为原料，产品供应食品、饮料、酿造、制药等多个行业，在全球44个站点拥有约1.2万名员工，客户覆盖超120个国家。
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。
INGR vs KLAC — 直观对比
营收规模更大
KLAC
是对方的1.9倍
$1.8B
营收增速更快
KLAC
高出9.5%
-2.4%
净利率更高
KLAC
高出25.2%
9.5%
自由现金流更多
KLAC
多$992.0M
$270.0M
两年增速更快
KLAC
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $3.3B |
| 净利润 | $167.0M | $1.1B |
| 毛利率 | 24.5% | 61.4% |
| 营业利润率 | 12.5% | — |
| 净利率 | 9.5% | 34.7% |
| 营收同比 | -2.4% | 7.2% |
| 净利润同比 | 72.2% | 39.0% |
| 每股收益（稀释后） | $2.58 | $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INGRKLAC
| Q4 25 | $1.8B | $3.3B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | $1.8B | $3.1B | ||
| Q4 24 | $1.8B | $3.1B | ||
| Q3 24 | $1.9B | $2.8B | ||
| Q2 24 | $1.9B | $2.6B | ||
| Q1 24 | $1.9B | $2.4B |
净利润INGRKLAC
| Q4 25 | $167.0M | $1.1B | ||
| Q3 25 | $171.0M | $1.1B | ||
| Q2 25 | $196.0M | $1.2B | ||
| Q1 25 | $197.0M | $1.1B | ||
| Q4 24 | $97.0M | $824.5M | ||
| Q3 24 | $188.0M | $945.9M | ||
| Q2 24 | $148.0M | $836.4M | ||
| Q1 24 | $216.0M | $601.5M |
毛利率INGRKLAC
| Q4 25 | 24.5% | 61.4% | ||
| Q3 25 | 25.1% | 61.3% | ||
| Q2 25 | 26.0% | 62.0% | ||
| Q1 25 | 25.7% | 61.6% | ||
| Q4 24 | 24.9% | 60.3% | ||
| Q3 24 | 25.6% | 59.6% | ||
| Q2 24 | 23.7% | 60.7% | ||
| Q1 24 | 22.2% | 57.9% |
营业利润率INGRKLAC
| Q4 25 | 12.5% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 14.8% | 41.9% | ||
| Q1 25 | 15.2% | 41.3% | ||
| Q4 24 | 9.0% | 31.6% | ||
| Q3 24 | 14.3% | 38.0% | ||
| Q2 24 | 12.8% | 36.8% | ||
| Q1 24 | 11.3% | 29.7% |
净利率INGRKLAC
| Q4 25 | 9.5% | 34.7% | ||
| Q3 25 | 9.4% | 34.9% | ||
| Q2 25 | 10.7% | 37.9% | ||
| Q1 25 | 10.9% | 35.5% | ||
| Q4 24 | 5.4% | 26.8% | ||
| Q3 24 | 10.1% | 33.3% | ||
| Q2 24 | 7.9% | 32.6% | ||
| Q1 24 | 11.5% | 25.5% |
每股收益（稀释后）INGRKLAC
| Q4 25 | $2.58 | $8.68 | ||
| Q3 25 | $2.61 | $8.47 | ||
| Q2 25 | $2.99 | $9.04 | ||
| Q1 25 | $3.00 | $8.16 | ||
| Q4 24 | $1.43 | $6.16 | ||
| Q3 24 | $2.83 | $7.01 | ||
| Q2 24 | $2.22 | $6.16 | ||
| Q1 24 | $3.23 | $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 | $1.0B | $2.5B |
| 总债务越低越好 | — | $5.9B |
| 股东权益账面价值 | $4.3B | $5.5B |
| 总资产 | $7.9B | $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INGRKLAC
| Q4 25 | $1.0B | $2.5B | ||
| Q3 25 | $915.0M | $1.9B | ||
| Q2 25 | $861.0M | $2.1B | ||
| Q1 25 | $837.0M | $1.9B | ||
| Q4 24 | $997.0M | $1.8B | ||
| Q3 24 | $877.0M | $2.0B | ||
| Q2 24 | $505.0M | $2.0B | ||
| Q1 24 | $438.0M | $1.8B |
总债务INGRKLAC
| 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INGRKLAC
| Q4 25 | $4.3B | $5.5B | ||
| Q3 25 | $4.2B | $5.0B | ||
| Q2 25 | $4.2B | $4.7B | ||
| Q1 25 | $4.0B | $4.0B | ||
| Q4 24 | $3.8B | $3.6B | ||
| Q3 24 | $4.0B | $3.6B | ||
| Q2 24 | $3.7B | $3.4B | ||
| Q1 24 | $3.7B | $3.1B |
总资产INGRKLAC
| Q4 25 | $7.9B | $16.7B | ||
| Q3 25 | $7.8B | $16.3B | ||
| Q2 25 | $7.8B | $16.1B | ||
| Q1 25 | $7.5B | $15.2B | ||
| Q4 24 | $7.4B | $15.0B | ||
| Q3 24 | $7.5B | $15.7B | ||
| Q2 24 | $7.2B | $15.4B | ||
| Q1 24 | $7.3B | $15.0B |
负债/权益比INGRKLAC
| 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 | $405.0M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | $270.0M | $1.3B |
| 自由现金流率自由现金流/营收 | 15.4% | 38.3% |
| 资本支出强度资本支出/营收 | 7.7% | 3.2% |
| 现金转化率经营现金流/净利润 | 2.43× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $511.0M | $4.4B |
8季度趋势，按日历期对齐
经营现金流INGRKLAC
| Q4 25 | $405.0M | $1.4B | ||
| Q3 25 | $277.0M | $1.2B | ||
| Q2 25 | $185.0M | $1.2B | ||
| Q1 25 | $77.0M | $1.1B | ||
| Q4 24 | $436.0M | $849.5M | ||
| Q3 24 | $479.0M | $995.2M | ||
| Q2 24 | $312.0M | $892.6M | ||
| Q1 24 | $209.0M | $910.0M |
自由现金流INGRKLAC
| Q4 25 | $270.0M | $1.3B | ||
| Q3 25 | $172.0M | $1.1B | ||
| Q2 25 | $84.0M | $1.1B | ||
| Q1 25 | $-15.0M | $990.0M | ||
| Q4 24 | $311.0M | $757.2M | ||
| Q3 24 | $429.0M | $934.8M | ||
| Q2 24 | $257.0M | $831.9M | ||
| Q1 24 | $144.0M | $838.2M |
自由现金流率INGRKLAC
| Q4 25 | 15.4% | 38.3% | ||
| Q3 25 | 9.5% | 33.2% | ||
| Q2 25 | 4.6% | 33.5% | ||
| Q1 25 | -0.8% | 32.3% | ||
| Q4 24 | 17.3% | 24.6% | ||
| Q3 24 | 22.9% | 32.9% | ||
| Q2 24 | 13.7% | 32.4% | ||
| Q1 24 | 7.7% | 35.5% |
资本支出强度INGRKLAC
| Q4 25 | 7.7% | 3.2% | ||
| Q3 25 | 5.8% | 3.0% | ||
| Q2 25 | 5.5% | 3.2% | ||
| Q1 25 | 5.1% | 2.7% | ||
| Q4 24 | 6.9% | 3.0% | ||
| Q3 24 | 2.7% | 2.1% | ||
| Q2 24 | 2.9% | 2.4% | ||
| Q1 24 | 3.5% | 3.0% |
现金转化率INGRKLAC
| Q4 25 | 2.43× | 1.19× | ||
| Q3 25 | 1.62× | 1.04× | ||
| Q2 25 | 0.94× | 0.97× | ||
| Q1 25 | 0.39× | 0.99× | ||
| Q4 24 | 4.49× | 1.03× | ||
| Q3 24 | 2.55× | 1.05× | ||
| Q2 24 | 2.11× | 1.07× | ||
| Q1 24 | 0.97× | 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
INGR
| Food And Industrial Ingredients LATAM Segment | $599.0M | 34% |
| Texture And Healthful Solutions Segment | $598.0M | 34% |
| Food And Industrial Ingredients U.S.Canada Segment | $486.0M | 28% |
| Other | $74.0M | 4% |
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% |
