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KLA Corporation（KLAC）与纳斯达克（NDAQ）财务数据对比。点击上方公司名可切换其他公司
KLA Corporation的季度营收约是纳斯达克的1.5倍（$3.3B vs $2.1B），KLA Corporation净利率更高（34.7% vs 24.3%，领先10.5%），KLA Corporation同比增速更快（7.2% vs 2.0%），过去两年KLA Corporation的营收复合增速更高（18.2% vs 9.2%）
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。
纳斯达克是美国的证券交易所，市值规模在全球证券交易所中排名第二，也是全球首个完全电子化的股票市场。其总部位于纽约曼哈顿，是美国交易量领先、活跃度最高的股票交易场所之一。
KLAC vs NDAQ — 直观对比
营收规模更大
KLAC
是对方的1.5倍
$2.1B
营收增速更快
KLAC
高出5.2%
2.0%
净利率更高
KLAC
高出10.5%
24.3%
两年增速更快
KLAC
近两年复合增速
9.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.1B |
| 净利润 | $1.1B | $519.0M |
| 毛利率 | 61.4% | — |
| 营业利润率 | — | 30.7% |
| 净利率 | 34.7% | 24.3% |
| 营收同比 | 7.2% | 2.0% |
| 净利润同比 | 39.0% | 31.4% |
| 每股收益（稀释后） | $8.68 | $0.91 |
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KLACNDAQ
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.3B | $2.1B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $3.1B | $2.1B | ||
| Q4 24 | $3.1B | $2.0B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.6B | $1.8B |
净利润KLACNDAQ
| Q1 26 | — | $519.0M | ||
| Q4 25 | $1.1B | $518.0M | ||
| Q3 25 | $1.1B | $423.0M | ||
| Q2 25 | $1.2B | $452.0M | ||
| Q1 25 | $1.1B | $395.0M | ||
| Q4 24 | $824.5M | $355.0M | ||
| Q3 24 | $945.9M | $306.0M | ||
| Q2 24 | $836.4M | $222.0M |
毛利率KLACNDAQ
| Q1 26 | — | — | ||
| Q4 25 | 61.4% | 65.5% | ||
| Q3 25 | 61.3% | 67.2% | ||
| Q2 25 | 62.0% | 62.5% | ||
| Q1 25 | 61.6% | 59.2% | ||
| Q4 24 | 60.3% | 60.4% | ||
| Q3 24 | 59.6% | 60.3% | ||
| Q2 24 | 60.7% | 64.7% |
营业利润率KLACNDAQ
| Q1 26 | — | 30.7% | ||
| Q4 25 | — | 29.7% | ||
| Q3 25 | — | 29.9% | ||
| Q2 25 | 41.9% | 27.2% | ||
| Q1 25 | 41.3% | 26.2% | ||
| Q4 24 | 31.6% | 25.4% | ||
| Q3 24 | 38.0% | 23.6% | ||
| Q2 24 | 36.8% | 23.6% |
净利率KLACNDAQ
| Q1 26 | — | 24.3% | ||
| Q4 25 | 34.7% | 24.4% | ||
| Q3 25 | 34.9% | 21.6% | ||
| Q2 25 | 37.9% | 21.6% | ||
| Q1 25 | 35.5% | 18.9% | ||
| Q4 24 | 26.8% | 17.5% | ||
| Q3 24 | 33.3% | 16.1% | ||
| Q2 24 | 32.6% | 12.4% |
每股收益（稀释后）KLACNDAQ
| Q1 26 | — | $0.91 | ||
| Q4 25 | $8.68 | $0.90 | ||
| Q3 25 | $8.47 | $0.73 | ||
| Q2 25 | $9.04 | $0.78 | ||
| Q1 25 | $8.16 | $0.68 | ||
| Q4 24 | $6.16 | $0.62 | ||
| Q3 24 | $7.01 | $0.53 | ||
| Q2 24 | $6.16 | $0.38 |
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 | $515.0M |
| 总债务越低越好 | $5.9B | $9.0B |
| 股东权益账面价值 | $5.5B | $12.0B |
| 总资产 | $16.7B | $27.3B |
| 负债/权益比越低杠杆越低 | 1.08× | 0.74× |
8季度趋势，按日历期对齐
现金及短期投资KLACNDAQ
| Q1 26 | — | $515.0M | ||
| Q4 25 | $2.5B | $604.0M | ||
| Q3 25 | $1.9B | $470.0M | ||
| Q2 25 | $2.1B | $732.0M | ||
| Q1 25 | $1.9B | $690.0M | ||
| Q4 24 | $1.8B | $592.0M | ||
| Q3 24 | $2.0B | $266.0M | ||
| Q2 24 | $2.0B | $416.0M |
总债务KLACNDAQ
| Q1 26 | — | $9.0B | ||
| Q4 25 | $5.9B | $8.6B | ||
| Q3 25 | $5.9B | $8.7B | ||
| Q2 25 | $5.9B | $8.7B | ||
| Q1 25 | $5.9B | $8.9B | ||
| Q4 24 | $5.9B | $9.1B | ||
| Q3 24 | $5.9B | $9.4B | ||
| Q2 24 | $5.9B | $9.2B |
股东权益KLACNDAQ
| Q1 26 | — | $12.0B | ||
| Q4 25 | $5.5B | $12.2B | ||
| Q3 25 | $5.0B | $12.0B | ||
| Q2 25 | $4.7B | $11.8B | ||
| Q1 25 | $4.0B | $11.5B | ||
| Q4 24 | $3.6B | $11.2B | ||
| Q3 24 | $3.6B | $11.1B | ||
| Q2 24 | $3.4B | $10.9B |
总资产KLACNDAQ
| Q1 26 | — | $27.3B | ||
| Q4 25 | $16.7B | $31.1B | ||
| Q3 25 | $16.3B | $30.7B | ||
| Q2 25 | $16.1B | $30.4B | ||
| Q1 25 | $15.2B | $30.6B | ||
| Q4 24 | $15.0B | $30.4B | ||
| Q3 24 | $15.7B | $30.6B | ||
| Q2 24 | $15.4B | $30.2B |
负债/权益比KLACNDAQ
| Q1 26 | — | 0.74× | ||
| Q4 25 | 1.08× | 0.70× | ||
| Q3 25 | 1.18× | 0.72× | ||
| Q2 25 | 1.25× | 0.73× | ||
| Q1 25 | 1.47× | 0.77× | ||
| Q4 24 | 1.64× | 0.81× | ||
| Q3 24 | 1.65× | 0.85× | ||
| Q2 24 | 1.75× | 0.85× |
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 | — |
| 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× | — |
| 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KLACNDAQ
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $625.0M | ||
| Q3 25 | $1.2B | $221.0M | ||
| Q2 25 | $1.2B | $746.0M | ||
| Q1 25 | $1.1B | $663.0M | ||
| Q4 24 | $849.5M | $705.0M | ||
| Q3 24 | $995.2M | $244.0M | ||
| Q2 24 | $892.6M | $460.0M |
自由现金流KLACNDAQ
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $536.0M | ||
| Q3 25 | $1.1B | $152.0M | ||
| Q2 25 | $1.1B | $687.0M | ||
| Q1 25 | $990.0M | $614.0M | ||
| Q4 24 | $757.2M | $645.0M | ||
| Q3 24 | $934.8M | $188.0M | ||
| Q2 24 | $831.9M | $408.0M |
自由现金流率KLACNDAQ
| Q1 26 | — | — | ||
| Q4 25 | 38.3% | 25.2% | ||
| Q3 25 | 33.2% | 7.8% | ||
| Q2 25 | 33.5% | 32.9% | ||
| Q1 25 | 32.3% | 29.4% | ||
| Q4 24 | 24.6% | 31.7% | ||
| Q3 24 | 32.9% | 9.9% | ||
| Q2 24 | 32.4% | 22.8% |
资本支出强度KLACNDAQ
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 4.2% | ||
| Q3 25 | 3.0% | 3.5% | ||
| Q2 25 | 3.2% | 2.8% | ||
| Q1 25 | 2.7% | 2.3% | ||
| Q4 24 | 3.0% | 3.0% | ||
| Q3 24 | 2.1% | 2.9% | ||
| Q2 24 | 2.4% | 2.9% |
现金转化率KLACNDAQ
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 1.21× | ||
| Q3 25 | 1.04× | 0.52× | ||
| Q2 25 | 0.97× | 1.65× | ||
| Q1 25 | 0.99× | 1.68× | ||
| Q4 24 | 1.03× | 1.99× | ||
| Q3 24 | 1.05× | 0.80× | ||
| Q2 24 | 1.07× | 2.07× |
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% |
NDAQ
| Market Services | $1.0B | 49% |
| Capital Access Platforms | $565.0M | 26% |
| Financial Technology | $517.0M | 24% |
| Other Revenues | $8.0M | 0% |
