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KLA Corporation（KLAC）与MultiSensor AI Holdings, Inc.（MSAI）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MultiSensor AI Holdings, Inc.的2375.5倍（$3.3B vs $1.4M）。KLA Corporation净利率更高（34.7% vs -164.1%，领先198.9%）。KLA Corporation同比增速更快（7.2% vs -0.9%）。KLA Corporation自由现金流更多（$1.3B vs $-2.6M）。过去两年KLA Corporation的营收复合增速更高（18.2% vs -21.9%）
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。
Figure AI是一家美国机器人技术企业，专注于开发人工智能驱动的人形机器人，由布雷特·阿德科克于2022年创立，阿德科克同时也是知名企业Archer Aviation与Vettery的创始人。
KLAC vs MSAI — 直观对比
营收规模更大
KLAC
是对方的2375.5倍
$1.4M
营收增速更快
KLAC
高出8.0%
-0.9%
净利率更高
KLAC
高出198.9%
-164.1%
自由现金流更多
KLAC
多$1.3B
$-2.6M
两年增速更快
KLAC
近两年复合增速
-21.9%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.4M |
| 净利润 | $1.1B | $-2.3M |
| 毛利率 | 61.4% | — |
| 营业利润率 | — | -171.6% |
| 净利率 | 34.7% | -164.1% |
| 营收同比 | 7.2% | -0.9% |
| 净利润同比 | 39.0% | 23.7% |
| 每股收益（稀释后） | $8.68 | $-0.02 |
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KLACMSAI
| Q4 25 | $3.3B | $1.4M | ||
| Q3 25 | $3.2B | $1.6M | ||
| Q2 25 | $3.2B | $1.4M | ||
| Q1 25 | $3.1B | $1.2M | ||
| Q4 24 | $3.1B | $1.4M | ||
| Q3 24 | $2.8B | $1.6M | ||
| Q2 24 | $2.6B | $2.1M | ||
| Q1 24 | $2.4B | $2.3M |
净利润KLACMSAI
| Q4 25 | $1.1B | $-2.3M | ||
| Q3 25 | $1.1B | $-1.7M | ||
| Q2 25 | $1.2B | $-3.3M | ||
| Q1 25 | $1.1B | $-4.4M | ||
| Q4 24 | $824.5M | $-3.0M | ||
| Q3 24 | $945.9M | $-8.2M | ||
| Q2 24 | $836.4M | $-6.4M | ||
| Q1 24 | $601.5M | $-3.9M |
毛利率KLACMSAI
| Q4 25 | 61.4% | — | ||
| Q3 25 | 61.3% | — | ||
| Q2 25 | 62.0% | — | ||
| Q1 25 | 61.6% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 59.6% | — | ||
| Q2 24 | 60.7% | — | ||
| Q1 24 | 57.9% | — |
营业利润率KLACMSAI
| Q4 25 | — | -171.6% | ||
| Q3 25 | — | -107.6% | ||
| Q2 25 | 41.9% | -233.8% | ||
| Q1 25 | 41.3% | -394.6% | ||
| Q4 24 | 31.6% | -199.6% | ||
| Q3 24 | 38.0% | -541.5% | ||
| Q2 24 | 36.8% | -228.1% | ||
| Q1 24 | 29.7% | -112.7% |
净利率KLACMSAI
| Q4 25 | 34.7% | -164.1% | ||
| Q3 25 | 34.9% | -106.5% | ||
| Q2 25 | 37.9% | -234.1% | ||
| Q1 25 | 35.5% | -379.1% | ||
| Q4 24 | 26.8% | -213.2% | ||
| Q3 24 | 33.3% | -511.5% | ||
| Q2 24 | 32.6% | -300.8% | ||
| Q1 24 | 25.5% | -172.4% |
每股收益（稀释后）KLACMSAI
| Q4 25 | $8.68 | $-0.02 | ||
| Q3 25 | $8.47 | $-0.05 | ||
| Q2 25 | $9.04 | $-0.10 | ||
| Q1 25 | $8.16 | $-0.14 | ||
| Q4 24 | $6.16 | $0.07 | ||
| Q3 24 | $7.01 | $-0.34 | ||
| Q2 24 | $6.16 | $-0.47 | ||
| Q1 24 | $4.43 | $-0.33 |
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 | $24.4M |
| 总债务越低越好 | $5.9B | — |
| 股东权益账面价值 | $5.5B | $32.0M |
| 总资产 | $16.7B | $35.5M |
| 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KLACMSAI
| Q4 25 | $2.5B | $24.4M | ||
| Q3 25 | $1.9B | $1.1M | ||
| Q2 25 | $2.1B | $3.2M | ||
| Q1 25 | $1.9B | $4.7M | ||
| Q4 24 | $1.8B | $4.4M | ||
| Q3 24 | $2.0B | $8.6M | ||
| Q2 24 | $2.0B | $234.0K | ||
| Q1 24 | $1.8B | $491.0K |
总债务KLACMSAI
| 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 | $642.0K | ||
| Q1 24 | $5.9B | $2.8M |
股东权益KLACMSAI
| Q4 25 | $5.5B | $32.0M | ||
| Q3 25 | $5.0B | $8.3M | ||
| Q2 25 | $4.7B | $9.8M | ||
| Q1 25 | $4.0B | $12.9M | ||
| Q4 24 | $3.6B | $12.3M | ||
| Q3 24 | $3.6B | $15.6M | ||
| Q2 24 | $3.4B | $1.6M | ||
| Q1 24 | $3.1B | $1.4M |
总资产KLACMSAI
| Q4 25 | $16.7B | $35.5M | ||
| Q3 25 | $16.3B | $11.9M | ||
| Q2 25 | $16.1B | $14.6M | ||
| Q1 25 | $15.2B | $16.4M | ||
| Q4 24 | $15.0B | $15.5M | ||
| Q3 24 | $15.7B | $18.9M | ||
| Q2 24 | $15.4B | $16.4M | ||
| Q1 24 | $15.0B | $14.1M |
负债/权益比KLACMSAI
| 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× | 0.41× | ||
| Q1 24 | 1.90× | 2.04× |
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 | $-2.2M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $-2.6M |
| 自由现金流率自由现金流/营收 | 38.3% | -187.3% |
| 资本支出强度资本支出/营收 | 3.2% | 26.2% |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | $4.4B | $-9.7M |
8季度趋势，按日历期对齐
经营现金流KLACMSAI
| Q4 25 | $1.4B | $-2.2M | ||
| Q3 25 | $1.2B | $-1.8M | ||
| Q2 25 | $1.2B | $-804.0K | ||
| Q1 25 | $1.1B | $-3.2M | ||
| Q4 24 | $849.5M | $-3.1M | ||
| Q3 24 | $995.2M | $-12.7M | ||
| Q2 24 | $892.6M | $-303.0K | ||
| Q1 24 | $910.0M | $492.0K |
自由现金流KLACMSAI
| Q4 25 | $1.3B | $-2.6M | ||
| Q3 25 | $1.1B | $-2.1M | ||
| Q2 25 | $1.1B | $-1.3M | ||
| Q1 25 | $990.0M | $-3.6M | ||
| Q4 24 | $757.2M | $-4.1M | ||
| Q3 24 | $934.8M | $-13.2M | ||
| Q2 24 | $831.9M | $-844.0K | ||
| Q1 24 | $838.2M | $-79.0K |
自由现金流率KLACMSAI
| Q4 25 | 38.3% | -187.3% | ||
| Q3 25 | 33.2% | -136.1% | ||
| Q2 25 | 33.5% | -91.5% | ||
| Q1 25 | 32.3% | -308.6% | ||
| Q4 24 | 24.6% | -294.6% | ||
| Q3 24 | 32.9% | -823.2% | ||
| Q2 24 | 32.4% | -39.7% | ||
| Q1 24 | 35.5% | -3.5% |
资本支出强度KLACMSAI
| Q4 25 | 3.2% | 26.2% | ||
| Q3 25 | 3.0% | 21.5% | ||
| Q2 25 | 3.2% | 34.8% | ||
| Q1 25 | 2.7% | 37.2% | ||
| Q4 24 | 3.0% | 76.2% | ||
| Q3 24 | 2.1% | 30.5% | ||
| Q2 24 | 2.4% | 25.5% | ||
| Q1 24 | 3.0% | 25.1% |
现金转化率KLACMSAI
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.04× | — | ||
| Q2 25 | 0.97× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | 1.05× | — | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | 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
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% |
MSAI
暂无分部数据
