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KLA Corporation（KLAC）与Post Holdings, Inc.（POST）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Post Holdings, Inc.的1.5倍（$3.3B vs $2.2B），KLA Corporation净利率更高（34.7% vs 4.5%，领先30.3%），Post Holdings, Inc.同比增速更快（10.1% vs 7.2%），KLA Corporation自由现金流更多（$1.3B vs $119.3M），过去两年KLA Corporation的营收复合增速更高（18.2% vs 4.3%）
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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
KLAC vs POST — 直观对比
营收规模更大
KLAC
是对方的1.5倍
$2.2B
营收增速更快
POST
高出3.0%
7.2%
净利率更高
KLAC
高出30.3%
4.5%
自由现金流更多
KLAC
多$1.1B
$119.3M
两年增速更快
KLAC
近两年复合增速
4.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.2B |
| 净利润 | $1.1B | $96.8M |
| 毛利率 | 61.4% | 29.4% |
| 营业利润率 | — | 11.0% |
| 净利率 | 34.7% | 4.5% |
| 营收同比 | 7.2% | 10.1% |
| 净利润同比 | 39.0% | -14.6% |
| 每股收益（稀释后） | $8.68 | $1.71 |
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KLACPOST
| Q4 25 | $3.3B | $2.2B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $3.1B | $2.0B | ||
| Q4 24 | $3.1B | $2.0B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.6B | $1.9B | ||
| Q1 24 | $2.4B | $2.0B |
净利润KLACPOST
| Q4 25 | $1.1B | $96.8M | ||
| Q3 25 | $1.1B | $51.0M | ||
| Q2 25 | $1.2B | $108.8M | ||
| Q1 25 | $1.1B | $62.6M | ||
| Q4 24 | $824.5M | $113.3M | ||
| Q3 24 | $945.9M | $81.6M | ||
| Q2 24 | $836.4M | $99.8M | ||
| Q1 24 | $601.5M | $97.2M |
毛利率KLACPOST
| Q4 25 | 61.4% | 29.4% | ||
| Q3 25 | 61.3% | 26.8% | ||
| Q2 25 | 62.0% | 30.0% | ||
| Q1 25 | 61.6% | 28.0% | ||
| Q4 24 | 60.3% | 30.1% | ||
| Q3 24 | 59.6% | 28.6% | ||
| Q2 24 | 60.7% | 29.6% | ||
| Q1 24 | 57.9% | 29.0% |
营业利润率KLACPOST
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | 41.9% | 11.8% | ||
| Q1 25 | 41.3% | 9.3% | ||
| Q4 24 | 31.6% | 10.8% | ||
| Q3 24 | 38.0% | 9.5% | ||
| Q2 24 | 36.8% | 10.4% | ||
| Q1 24 | 29.7% | 9.5% |
净利率KLACPOST
| Q4 25 | 34.7% | 4.5% | ||
| Q3 25 | 34.9% | 2.3% | ||
| Q2 25 | 37.9% | 5.5% | ||
| Q1 25 | 35.5% | 3.2% | ||
| Q4 24 | 26.8% | 5.7% | ||
| Q3 24 | 33.3% | 4.1% | ||
| Q2 24 | 32.6% | 5.1% | ||
| Q1 24 | 25.5% | 4.9% |
每股收益（稀释后）KLACPOST
| Q4 25 | $8.68 | $1.71 | ||
| Q3 25 | $8.47 | $0.91 | ||
| Q2 25 | $9.04 | $1.79 | ||
| Q1 25 | $8.16 | $1.03 | ||
| Q4 24 | $6.16 | $1.78 | ||
| Q3 24 | $7.01 | $1.28 | ||
| Q2 24 | $6.16 | $1.53 | ||
| Q1 24 | $4.43 | $1.48 |
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 | $279.3M |
| 总债务越低越好 | $5.9B | $7.5B |
| 股东权益账面价值 | $5.5B | $3.5B |
| 总资产 | $16.7B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.08× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资KLACPOST
| Q4 25 | $2.5B | $279.3M | ||
| Q3 25 | $1.9B | $176.7M | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $1.9B | $617.6M | ||
| Q4 24 | $1.8B | $872.9M | ||
| Q3 24 | $2.0B | $787.4M | ||
| Q2 24 | $2.0B | $333.8M | ||
| Q1 24 | $1.8B | $333.4M |
总债务KLACPOST
| Q4 25 | $5.9B | $7.5B | ||
| Q3 25 | $5.9B | $7.4B | ||
| Q2 25 | $5.9B | $7.3B | ||
| Q1 25 | $5.9B | $6.9B | ||
| Q4 24 | $5.9B | $6.9B | ||
| Q3 24 | $5.9B | $6.8B | ||
| Q2 24 | $5.9B | $6.4B | ||
| Q1 24 | $5.9B | $6.4B |
股东权益KLACPOST
| Q4 25 | $5.5B | $3.5B | ||
| Q3 25 | $5.0B | $3.8B | ||
| Q2 25 | $4.7B | $4.0B | ||
| Q1 25 | $4.0B | $3.8B | ||
| Q4 24 | $3.6B | $3.9B | ||
| Q3 24 | $3.6B | $4.1B | ||
| Q2 24 | $3.4B | $3.9B | ||
| Q1 24 | $3.1B | $4.0B |
总资产KLACPOST
| Q4 25 | $16.7B | $13.0B | ||
| Q3 25 | $16.3B | $13.5B | ||
| Q2 25 | $16.1B | $13.4B | ||
| Q1 25 | $15.2B | $12.8B | ||
| Q4 24 | $15.0B | $12.8B | ||
| Q3 24 | $15.7B | $12.9B | ||
| Q2 24 | $15.4B | $12.1B | ||
| Q1 24 | $15.0B | $12.2B |
负债/权益比KLACPOST
| Q4 25 | 1.08× | 2.16× | ||
| Q3 25 | 1.18× | 1.98× | ||
| Q2 25 | 1.25× | 1.84× | ||
| Q1 25 | 1.47× | 1.81× | ||
| Q4 24 | 1.64× | 1.79× | ||
| Q3 24 | 1.65× | 1.67× | ||
| Q2 24 | 1.75× | 1.62× | ||
| Q1 24 | 1.90× | 1.61× |
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 | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $119.3M |
| 自由现金流率自由现金流/营收 | 38.3% | 5.5% |
| 资本支出强度资本支出/营收 | 3.2% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.19× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $436.0M |
8季度趋势，按日历期对齐
经营现金流KLACPOST
| Q4 25 | $1.4B | $235.7M | ||
| Q3 25 | $1.2B | $301.3M | ||
| Q2 25 | $1.2B | $225.9M | ||
| Q1 25 | $1.1B | $160.7M | ||
| Q4 24 | $849.5M | $310.4M | ||
| Q3 24 | $995.2M | $235.4M | ||
| Q2 24 | $892.6M | $272.3M | ||
| Q1 24 | $910.0M | $249.6M |
自由现金流KLACPOST
| Q4 25 | $1.3B | $119.3M | ||
| Q3 25 | $1.1B | $151.6M | ||
| Q2 25 | $1.1B | $94.9M | ||
| Q1 25 | $990.0M | $70.2M | ||
| Q4 24 | $757.2M | $171.4M | ||
| Q3 24 | $934.8M | $96.2M | ||
| Q2 24 | $831.9M | $161.5M | ||
| Q1 24 | $838.2M | $150.9M |
自由现金流率KLACPOST
| Q4 25 | 38.3% | 5.5% | ||
| Q3 25 | 33.2% | 6.7% | ||
| Q2 25 | 33.5% | 4.8% | ||
| Q1 25 | 32.3% | 3.6% | ||
| Q4 24 | 24.6% | 8.7% | ||
| Q3 24 | 32.9% | 4.8% | ||
| Q2 24 | 32.4% | 8.3% | ||
| Q1 24 | 35.5% | 7.5% |
资本支出强度KLACPOST
| Q4 25 | 3.2% | 5.4% | ||
| Q3 25 | 3.0% | 6.7% | ||
| Q2 25 | 3.2% | 6.6% | ||
| Q1 25 | 2.7% | 4.6% | ||
| Q4 24 | 3.0% | 7.0% | ||
| Q3 24 | 2.1% | 6.9% | ||
| Q2 24 | 2.4% | 5.7% | ||
| Q1 24 | 3.0% | 4.9% |
现金转化率KLACPOST
| Q4 25 | 1.19× | 2.43× | ||
| Q3 25 | 1.04× | 5.91× | ||
| Q2 25 | 0.97× | 2.08× | ||
| Q1 25 | 0.99× | 2.57× | ||
| Q4 24 | 1.03× | 2.74× | ||
| Q3 24 | 1.05× | 2.88× | ||
| Q2 24 | 1.07× | 2.73× | ||
| Q1 24 | 1.51× | 2.57× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
