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KLA Corporation（KLAC）与NOVA LTD.（NVMI）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NOVA LTD.的7.6倍（$3.3B vs $433.3M）。KLA Corporation净利率更高（34.7% vs 30.7%，领先4.0%）。KLA Corporation自由现金流更多（$1.3B vs $102.6M）
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。
Nova Ltd.（前身为Nova测量仪器公司）成立于1993年，是一家为半导体制造行业提供先进计量解决方案的上市企业，专注于尺寸、材料及化学计量技术领域，股票同时在纳斯达克全球市场和特拉维夫证券交易所上市，代码为NVMI。
KLAC vs NVMI — 直观对比
营收规模更大
KLAC
是对方的7.6倍
$433.3M
净利率更高
KLAC
高出4.0%
30.7%
自由现金流更多
KLAC
多$1.2B
$102.6M
损益表 — Q2 2026 vs Q2 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $433.3M |
| 净利润 | $1.1B | $133.1M |
| 毛利率 | 61.4% | 57.6% |
| 营业利润率 | — | 29.7% |
| 净利率 | 34.7% | 30.7% |
| 营收同比 | 7.2% | — |
| 净利润同比 | 39.0% | — |
| 每股收益（稀释后） | $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KLACNVMI
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | $433.3M | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $2.4B | — |
净利润KLACNVMI
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.2B | $133.1M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $824.5M | — | ||
| Q3 24 | $945.9M | — | ||
| Q2 24 | $836.4M | — | ||
| Q1 24 | $601.5M | — |
毛利率KLACNVMI
| Q4 25 | 61.4% | — | ||
| Q3 25 | 61.3% | — | ||
| Q2 25 | 62.0% | 57.6% | ||
| 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KLACNVMI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 41.9% | 29.7% | ||
| Q1 25 | 41.3% | — | ||
| Q4 24 | 31.6% | — | ||
| Q3 24 | 38.0% | — | ||
| Q2 24 | 36.8% | — | ||
| Q1 24 | 29.7% | — |
净利率KLACNVMI
| Q4 25 | 34.7% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 37.9% | 30.7% | ||
| Q1 25 | 35.5% | — | ||
| Q4 24 | 26.8% | — | ||
| Q3 24 | 33.3% | — | ||
| Q2 24 | 32.6% | — | ||
| Q1 24 | 25.5% | — |
每股收益（稀释后）KLACNVMI
| Q4 25 | $8.68 | — | ||
| Q3 25 | $8.47 | — | ||
| Q2 25 | $9.04 | — | ||
| Q1 25 | $8.16 | — | ||
| Q4 24 | $6.16 | — | ||
| Q3 24 | $7.01 | — | ||
| Q2 24 | $6.16 | — | ||
| Q1 24 | $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 | $2.5B | $348.4M |
| 总债务越低越好 | $5.9B | — |
| 股东权益账面价值 | $5.5B | $1.1B |
| 总资产 | $16.7B | $1.5B |
| 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KLACNVMI
| Q4 25 | $2.5B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.1B | $348.4M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $1.8B | — |
总债务KLACNVMI
| 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KLACNVMI
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $4.7B | $1.1B | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.1B | — |
总资产KLACNVMI
| Q4 25 | $16.7B | — | ||
| Q3 25 | $16.3B | — | ||
| Q2 25 | $16.1B | $1.5B | ||
| Q1 25 | $15.2B | — | ||
| Q4 24 | $15.0B | — | ||
| Q3 24 | $15.7B | — | ||
| Q2 24 | $15.4B | — | ||
| Q1 24 | $15.0B | — |
负债/权益比KLACNVMI
| 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 | $1.4B | $114.2M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $102.6M |
| 自由现金流率自由现金流/营收 | 38.3% | 23.7% |
| 资本支出强度资本支出/营收 | 3.2% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.19× | 0.86× |
| 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KLACNVMI
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $114.2M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $849.5M | — | ||
| Q3 24 | $995.2M | — | ||
| Q2 24 | $892.6M | — | ||
| Q1 24 | $910.0M | — |
自由现金流KLACNVMI
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | $102.6M | ||
| Q1 25 | $990.0M | — | ||
| Q4 24 | $757.2M | — | ||
| Q3 24 | $934.8M | — | ||
| Q2 24 | $831.9M | — | ||
| Q1 24 | $838.2M | — |
自由现金流率KLACNVMI
| Q4 25 | 38.3% | — | ||
| Q3 25 | 33.2% | — | ||
| Q2 25 | 33.5% | 23.7% | ||
| Q1 25 | 32.3% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 32.9% | — | ||
| Q2 24 | 32.4% | — | ||
| Q1 24 | 35.5% | — |
资本支出强度KLACNVMI
| Q4 25 | 3.2% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 3.2% | 2.7% | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 3.0% | — |
现金转化率KLACNVMI
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.04× | — | ||
| Q2 25 | 0.97× | 0.86× | ||
| 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% |
NVMI
| Products | $351.8M | 81% |
| Services | $81.6M | 19% |
