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KLA Corporation（KLAC）与味好美（MKC）财务数据对比。点击上方公司名可切换其他公司
KLA Corporation的季度营收约是味好美的1.8倍（$3.3B vs $1.9B），KLA Corporation净利率更高（34.7% vs 12.2%，领先22.5%），KLA Corporation同比增速更快（7.2% vs 2.9%），过去两年KLA Corporation的营收复合增速更高（18.2% vs 7.5%）
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。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
KLAC vs MKC — 直观对比
营收规模更大
KLAC
是对方的1.8倍
$1.9B
营收增速更快
KLAC
高出4.2%
2.9%
净利率更高
KLAC
高出22.5%
12.2%
两年增速更快
KLAC
近两年复合增速
7.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.9B |
| 净利润 | $1.1B | $226.6M |
| 毛利率 | 61.4% | 38.9% |
| 营业利润率 | — | 16.8% |
| 净利率 | 34.7% | 12.2% |
| 营收同比 | 7.2% | 2.9% |
| 净利润同比 | 39.0% | 5.3% |
| 每股收益（稀释后） | $8.68 | $0.84 |
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KLACMKC
| Q4 25 | $3.3B | $1.9B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.2B | $1.7B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $2.8B | $1.7B | ||
| Q2 24 | $2.6B | $1.6B | ||
| Q1 24 | $2.4B | $1.6B |
净利润KLACMKC
| Q4 25 | $1.1B | $226.6M | ||
| Q3 25 | $1.1B | $225.5M | ||
| Q2 25 | $1.2B | $175.0M | ||
| Q1 25 | $1.1B | $162.3M | ||
| Q4 24 | $824.5M | $215.2M | ||
| Q3 24 | $945.9M | $223.1M | ||
| Q2 24 | $836.4M | $184.2M | ||
| Q1 24 | $601.5M | $166.0M |
毛利率KLACMKC
| Q4 25 | 61.4% | 38.9% | ||
| Q3 25 | 61.3% | 37.4% | ||
| Q2 25 | 62.0% | 37.5% | ||
| Q1 25 | 61.6% | 37.6% | ||
| Q4 24 | 60.3% | 40.2% | ||
| Q3 24 | 59.6% | 38.7% | ||
| Q2 24 | 60.7% | 37.7% | ||
| Q1 24 | 57.9% | 37.4% |
营业利润率KLACMKC
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | 41.9% | 14.8% | ||
| Q1 25 | 41.3% | 14.0% | ||
| Q4 24 | 31.6% | 17.0% | ||
| Q3 24 | 38.0% | 17.1% | ||
| Q2 24 | 36.8% | 14.2% | ||
| Q1 24 | 29.7% | 14.6% |
净利率KLACMKC
| Q4 25 | 34.7% | 12.2% | ||
| Q3 25 | 34.9% | 13.1% | ||
| Q2 25 | 37.9% | 10.5% | ||
| Q1 25 | 35.5% | 10.1% | ||
| Q4 24 | 26.8% | 12.0% | ||
| Q3 24 | 33.3% | 13.3% | ||
| Q2 24 | 32.6% | 11.2% | ||
| Q1 24 | 25.5% | 10.4% |
每股收益（稀释后）KLACMKC
| Q4 25 | $8.68 | $0.84 | ||
| Q3 25 | $8.47 | $0.84 | ||
| Q2 25 | $9.04 | $0.65 | ||
| Q1 25 | $8.16 | $0.60 | ||
| Q4 24 | $6.16 | $0.79 | ||
| Q3 24 | $7.01 | $0.83 | ||
| Q2 24 | $6.16 | $0.68 | ||
| Q1 24 | $4.43 | $0.62 |
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 | $2.5B | $95.9M |
| 总债务越低越好 | $5.9B | $3.6B |
| 股东权益账面价值 | $5.5B | $5.7B |
| 总资产 | $16.7B | $13.2B |
| 负债/权益比越低杠杆越低 | 1.08× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资KLACMKC
| Q4 25 | $2.5B | $95.9M | ||
| Q3 25 | $1.9B | $94.9M | ||
| Q2 25 | $2.1B | $124.1M | ||
| Q1 25 | $1.9B | $102.8M | ||
| Q4 24 | $1.8B | $186.1M | ||
| Q3 24 | $2.0B | $200.8M | ||
| Q2 24 | $2.0B | $166.3M | ||
| Q1 24 | $1.8B | $178.0M |
总债务KLACMKC
| Q4 25 | $5.9B | $3.6B | ||
| Q3 25 | $5.9B | $3.9B | ||
| Q2 25 | $5.9B | $3.9B | ||
| Q1 25 | $5.9B | $3.9B | ||
| Q4 24 | $5.9B | $3.9B | ||
| Q3 24 | $5.9B | $3.4B | ||
| Q2 24 | $5.9B | $4.1B | ||
| Q1 24 | $5.9B | $4.1B |
股东权益KLACMKC
| Q4 25 | $5.5B | $5.7B | ||
| Q3 25 | $5.0B | $5.8B | ||
| Q2 25 | $4.7B | $5.6B | ||
| Q1 25 | $4.0B | $5.4B | ||
| Q4 24 | $3.6B | $5.3B | ||
| Q3 24 | $3.6B | $5.4B | ||
| Q2 24 | $3.4B | $5.3B | ||
| Q1 24 | $3.1B | $5.2B |
总资产KLACMKC
| Q4 25 | $16.7B | $13.2B | ||
| Q3 25 | $16.3B | $13.2B | ||
| Q2 25 | $16.1B | $13.2B | ||
| Q1 25 | $15.2B | $12.9B | ||
| Q4 24 | $15.0B | $13.1B | ||
| Q3 24 | $15.7B | $13.2B | ||
| Q2 24 | $15.4B | $13.0B | ||
| Q1 24 | $15.0B | $12.9B |
负债/权益比KLACMKC
| Q4 25 | 1.08× | 0.63× | ||
| Q3 25 | 1.18× | 0.67× | ||
| Q2 25 | 1.25× | 0.69× | ||
| Q1 25 | 1.47× | 0.71× | ||
| Q4 24 | 1.64× | 0.73× | ||
| Q3 24 | 1.65× | 0.63× | ||
| Q2 24 | 1.75× | 0.77× | ||
| Q1 24 | 1.90× | 0.79× |
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 | $1.4B | $542.0M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 38.3% | — |
| 资本支出强度资本支出/营收 | 3.2% | — |
| 现金转化率经营现金流/净利润 | 1.19× | 2.39× |
| 过去12个月自由现金流最近4个季度 | $4.4B | — |
8季度趋势，按日历期对齐
经营现金流KLACMKC
| Q4 25 | $1.4B | $542.0M | ||
| Q3 25 | $1.2B | $258.8M | ||
| Q2 25 | $1.2B | $45.9M | ||
| Q1 25 | $1.1B | $115.5M | ||
| Q4 24 | $849.5M | $458.7M | ||
| Q3 24 | $995.2M | $161.7M | ||
| Q2 24 | $892.6M | $163.1M | ||
| Q1 24 | $910.0M | $138.4M |
自由现金流KLACMKC
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | $206.1M | ||
| Q2 25 | $1.1B | $-2.4M | ||
| Q1 25 | $990.0M | $78.4M | ||
| Q4 24 | $757.2M | — | ||
| Q3 24 | $934.8M | $102.7M | ||
| Q2 24 | $831.9M | $94.8M | ||
| Q1 24 | $838.2M | $76.4M |
自由现金流率KLACMKC
| Q4 25 | 38.3% | — | ||
| Q3 25 | 33.2% | 11.9% | ||
| Q2 25 | 33.5% | -0.1% | ||
| Q1 25 | 32.3% | 4.9% | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 32.9% | 6.1% | ||
| Q2 24 | 32.4% | 5.8% | ||
| Q1 24 | 35.5% | 4.8% |
资本支出强度KLACMKC
| Q4 25 | 3.2% | — | ||
| Q3 25 | 3.0% | 3.1% | ||
| Q2 25 | 3.2% | 2.9% | ||
| Q1 25 | 2.7% | 2.3% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 2.1% | 3.5% | ||
| Q2 24 | 2.4% | 4.2% | ||
| Q1 24 | 3.0% | 3.9% |
现金转化率KLACMKC
| Q4 25 | 1.19× | 2.39× | ||
| Q3 25 | 1.04× | 1.15× | ||
| Q2 25 | 0.97× | 0.26× | ||
| Q1 25 | 0.99× | 0.71× | ||
| Q4 24 | 1.03× | 2.13× | ||
| Q3 24 | 1.05× | 0.72× | ||
| Q2 24 | 1.07× | 0.89× | ||
| Q1 24 | 1.51× | 0.83× |
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
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% |
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
