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KLA Corporation（KLAC）与PILGRIMS PRIDE CORP（PPC）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是KLA Corporation的1.4倍（$4.5B vs $3.3B），KLA Corporation净利率更高（34.7% vs 1.9%，领先32.8%），KLA Corporation同比增速更快（7.2% vs 3.3%），KLA Corporation自由现金流更多（$1.3B vs $10.0M），过去两年KLA Corporation的营收复合增速更高（18.2% vs 1.8%）
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。
Pilgrim's Pride是美国跨国食品企业，为美国及波多黎各最大的鸡肉生产商之一，同时是墨西哥第二大鸡肉生产商。公司2009年12月脱离破产状态，2011年将美国总部迁至科罗拉多州格里利，由JBS集团控股，2016年11月底以3.5亿美元收购Gold'n Plump。
KLAC vs PPC — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.3B
营收增速更快
KLAC
高出3.8%
3.3%
净利率更高
KLAC
高出32.8%
1.9%
自由现金流更多
KLAC
多$1.3B
$10.0M
两年增速更快
KLAC
近两年复合增速
1.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $4.5B |
| 净利润 | $1.1B | $88.0M |
| 毛利率 | 61.4% | 9.5% |
| 营业利润率 | — | 4.5% |
| 净利率 | 34.7% | 1.9% |
| 营收同比 | 7.2% | 3.3% |
| 净利润同比 | 39.0% | -62.7% |
| 每股收益（稀释后） | $8.68 | $0.37 |
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KLACPPC
| Q4 25 | $3.3B | $4.5B | ||
| Q3 25 | $3.2B | $4.8B | ||
| Q2 25 | $3.2B | $4.8B | ||
| Q1 25 | $3.1B | $4.5B | ||
| Q4 24 | $3.1B | $4.4B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $2.6B | $4.6B | ||
| Q1 24 | $2.4B | $4.4B |
净利润KLACPPC
| Q4 25 | $1.1B | $88.0M | ||
| Q3 25 | $1.1B | $342.8M | ||
| Q2 25 | $1.2B | $355.5M | ||
| Q1 25 | $1.1B | $296.0M | ||
| Q4 24 | $824.5M | $235.9M | ||
| Q3 24 | $945.9M | $349.9M | ||
| Q2 24 | $836.4M | $326.3M | ||
| Q1 24 | $601.5M | $174.4M |
毛利率KLACPPC
| Q4 25 | 61.4% | 9.5% | ||
| Q3 25 | 61.3% | 13.9% | ||
| Q2 25 | 62.0% | 15.0% | ||
| Q1 25 | 61.6% | 12.4% | ||
| Q4 24 | 60.3% | 12.7% | ||
| Q3 24 | 59.6% | 14.9% | ||
| Q2 24 | 60.7% | 15.2% | ||
| Q1 24 | 57.9% | 8.8% |
营业利润率KLACPPC
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | 41.9% | 10.8% | ||
| Q1 25 | 41.3% | 9.1% | ||
| Q4 24 | 31.6% | 7.0% | ||
| Q3 24 | 38.0% | 11.1% | ||
| Q2 24 | 36.8% | 9.7% | ||
| Q1 24 | 29.7% | 5.7% |
净利率KLACPPC
| Q4 25 | 34.7% | 1.9% | ||
| Q3 25 | 34.9% | 7.2% | ||
| Q2 25 | 37.9% | 7.5% | ||
| Q1 25 | 35.5% | 6.6% | ||
| Q4 24 | 26.8% | 5.4% | ||
| Q3 24 | 33.3% | 7.6% | ||
| Q2 24 | 32.6% | 7.2% | ||
| Q1 24 | 25.5% | 4.0% |
每股收益（稀释后）KLACPPC
| Q4 25 | $8.68 | $0.37 | ||
| Q3 25 | $8.47 | $1.44 | ||
| Q2 25 | $9.04 | $1.49 | ||
| Q1 25 | $8.16 | $1.24 | ||
| Q4 24 | $6.16 | $1.00 | ||
| Q3 24 | $7.01 | $1.47 | ||
| Q2 24 | $6.16 | $1.37 | ||
| Q1 24 | $4.43 | $0.73 |
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 | $640.2M |
| 总债务越低越好 | $5.9B | $3.1B |
| 股东权益账面价值 | $5.5B | $3.7B |
| 总资产 | $16.7B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.08× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资KLACPPC
| Q4 25 | $2.5B | $640.2M | ||
| Q3 25 | $1.9B | $612.6M | ||
| Q2 25 | $2.1B | $849.0M | ||
| Q1 25 | $1.9B | $2.1B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $2.0B | $1.3B | ||
| Q1 24 | $1.8B | $870.8M |
总债务KLACPPC
| Q4 25 | $5.9B | $3.1B | ||
| Q3 25 | $5.9B | $3.1B | ||
| Q2 25 | $5.9B | $3.1B | ||
| Q1 25 | $5.9B | $3.2B | ||
| Q4 24 | $5.9B | $3.2B | ||
| Q3 24 | $5.9B | $3.2B | ||
| Q2 24 | $5.9B | $3.2B | ||
| Q1 24 | $5.9B | $3.3B |
股东权益KLACPPC
| Q4 25 | $5.5B | $3.7B | ||
| Q3 25 | $5.0B | $3.5B | ||
| Q2 25 | $4.7B | $3.7B | ||
| Q1 25 | $4.0B | $3.1B | ||
| Q4 24 | $3.6B | $4.2B | ||
| Q3 24 | $3.6B | $4.2B | ||
| Q2 24 | $3.4B | $3.7B | ||
| Q1 24 | $3.1B | $3.5B |
总资产KLACPPC
| Q4 25 | $16.7B | $10.3B | ||
| Q3 25 | $16.3B | $10.0B | ||
| Q2 25 | $16.1B | $10.1B | ||
| Q1 25 | $15.2B | $11.0B | ||
| Q4 24 | $15.0B | $10.7B | ||
| Q3 24 | $15.7B | $10.7B | ||
| Q2 24 | $15.4B | $10.1B | ||
| Q1 24 | $15.0B | $9.8B |
负债/权益比KLACPPC
| Q4 25 | 1.08× | 0.84× | ||
| Q3 25 | 1.18× | 0.87× | ||
| Q2 25 | 1.25× | 0.83× | ||
| Q1 25 | 1.47× | 1.02× | ||
| Q4 24 | 1.64× | 0.76× | ||
| Q3 24 | 1.65× | 0.76× | ||
| Q2 24 | 1.75× | 0.85× | ||
| Q1 24 | 1.90× | 0.96× |
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 | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $10.0M |
| 自由现金流率自由现金流/营收 | 38.3% | 0.2% |
| 资本支出强度资本支出/营收 | 3.2% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.19× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $653.1M |
8季度趋势，按日历期对齐
经营现金流KLACPPC
| Q4 25 | $1.4B | $291.2M | ||
| Q3 25 | $1.2B | $458.3M | ||
| Q2 25 | $1.2B | $495.2M | ||
| Q1 25 | $1.1B | $126.9M | ||
| Q4 24 | $849.5M | $349.3M | ||
| Q3 24 | $995.2M | $651.1M | ||
| Q2 24 | $892.6M | $718.6M | ||
| Q1 24 | $910.0M | $271.0M |
自由现金流KLACPPC
| Q4 25 | $1.3B | $10.0M | ||
| Q3 25 | $1.1B | $275.9M | ||
| Q2 25 | $1.1B | $339.1M | ||
| Q1 25 | $990.0M | $28.1M | ||
| Q4 24 | $757.2M | $176.6M | ||
| Q3 24 | $934.8M | $565.3M | ||
| Q2 24 | $831.9M | $617.7M | ||
| Q1 24 | $838.2M | $171.9M |
自由现金流率KLACPPC
| Q4 25 | 38.3% | 0.2% | ||
| Q3 25 | 33.2% | 5.8% | ||
| Q2 25 | 33.5% | 7.1% | ||
| Q1 25 | 32.3% | 0.6% | ||
| Q4 24 | 24.6% | 4.0% | ||
| Q3 24 | 32.9% | 12.3% | ||
| Q2 24 | 32.4% | 13.5% | ||
| Q1 24 | 35.5% | 3.9% |
资本支出强度KLACPPC
| Q4 25 | 3.2% | 6.2% | ||
| Q3 25 | 3.0% | 3.8% | ||
| Q2 25 | 3.2% | 3.3% | ||
| Q1 25 | 2.7% | 2.2% | ||
| Q4 24 | 3.0% | 4.0% | ||
| Q3 24 | 2.1% | 1.9% | ||
| Q2 24 | 2.4% | 2.2% | ||
| Q1 24 | 3.0% | 2.3% |
现金转化率KLACPPC
| Q4 25 | 1.19× | 3.31× | ||
| Q3 25 | 1.04× | 1.34× | ||
| Q2 25 | 0.97× | 1.39× | ||
| Q1 25 | 0.99× | 0.43× | ||
| Q4 24 | 1.03× | 1.48× | ||
| Q3 24 | 1.05× | 1.86× | ||
| Q2 24 | 1.07× | 2.20× | ||
| Q1 24 | 1.51× | 1.55× |
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% |
PPC
| Retail | $1.5B | 33% |
| Europe Reportable Segment | $1.4B | 31% |
| Food Service | $889.2M | 20% |
| Prepared Product | $332.8M | 7% |
| Product Export | $122.7M | 3% |
| Other Sales Channel | $96.0M | 2% |
| Other Product And Service | $79.7M | 2% |
| Related Party | $21.7M | 0% |
| Seara Meats B.V. | $18.9M | 0% |
| Penasul UKLTD | $10.3M | 0% |
| JBSUSA Food Company | $5.4M | 0% |
