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KLA Corporation（KLAC）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.6倍（$3.4B vs $2.2B），KLA Corporation净利率更高（35.2% vs 23.5%，领先11.7%），KLA Corporation同比增速更快（11.5% vs -36.8%），过去两年KLA Corporation的营收复合增速更高（15.3% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
KLAC vs RNR — 直观对比
营收规模更大
KLAC
是对方的1.6倍
$2.2B
营收增速更快
KLAC
高出48.2%
-36.8%
净利率更高
KLAC
高出11.7%
23.5%
两年增速更快
KLAC
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $2.2B |
| 净利润 | $1.2B | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 35.2% | 23.5% |
| 营收同比 | 11.5% | -36.8% |
| 净利润同比 | 10.3% | 72.6% |
| 每股收益（稀释后） | $9.12 | $6.57 |
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KLACRNR
| Q1 26 | $3.4B | $2.2B | ||
| Q4 25 | $3.3B | $3.0B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $2.8B | $4.0B | ||
| Q2 24 | $2.6B | $2.8B |
净利润KLACRNR
| Q1 26 | $1.2B | $515.8M | ||
| Q4 25 | $1.1B | $760.5M | ||
| Q3 25 | $1.1B | $916.5M | ||
| Q2 25 | $1.2B | $835.4M | ||
| Q1 25 | $1.1B | $170.0M | ||
| Q4 24 | $824.5M | $-189.7M | ||
| Q3 24 | $945.9M | $1.2B | ||
| Q2 24 | $836.4M | $503.9M |
毛利率KLACRNR
| Q1 26 | — | — | ||
| 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% | — |
营业利润率KLACRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | — | 46.3% | ||
| Q2 25 | 41.9% | 41.8% | ||
| Q1 25 | 41.3% | -2.0% | ||
| Q4 24 | 31.6% | -3.6% | ||
| Q3 24 | 38.0% | 43.7% | ||
| Q2 24 | 36.8% | 25.0% |
净利率KLACRNR
| Q1 26 | 35.2% | 23.5% | ||
| Q4 25 | 34.7% | 25.6% | ||
| Q3 25 | 34.9% | 28.7% | ||
| Q2 25 | 37.9% | 26.1% | ||
| Q1 25 | 35.5% | 4.9% | ||
| Q4 24 | 26.8% | -8.3% | ||
| Q3 24 | 33.3% | 29.8% | ||
| Q2 24 | 32.6% | 17.8% |
每股收益（稀释后）KLACRNR
| Q1 26 | $9.12 | $6.57 | ||
| Q4 25 | $8.68 | $16.16 | ||
| Q3 25 | $8.47 | $19.40 | ||
| Q2 25 | $9.04 | $17.20 | ||
| Q1 25 | $8.16 | $3.27 | ||
| Q4 24 | $6.16 | $-3.76 | ||
| Q3 24 | $7.01 | $22.62 | ||
| Q2 24 | $6.16 | $9.41 |
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 | $1.8B | $1.6B |
| 总债务越低越好 | $5.9B | — |
| 股东权益账面价值 | $5.8B | $4.3B |
| 总资产 | $16.9B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.01× | — |
8季度趋势，按日历期对齐
现金及短期投资KLACRNR
| Q1 26 | $1.8B | $1.6B | ||
| Q4 25 | $2.5B | $1.7B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $2.0B | $1.6B |
总债务KLACRNR
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $2.3B | ||
| Q3 25 | $5.9B | $2.2B | ||
| Q2 25 | $5.9B | $2.3B | ||
| Q1 25 | $5.9B | $2.8B | ||
| Q4 24 | $5.9B | $1.9B | ||
| Q3 24 | $5.9B | $1.9B | ||
| Q2 24 | $5.9B | $2.0B |
股东权益KLACRNR
| Q1 26 | $5.8B | $4.3B | ||
| Q4 25 | $5.5B | $11.6B | ||
| Q3 25 | $5.0B | $11.5B | ||
| Q2 25 | $4.7B | $10.8B | ||
| Q1 25 | $4.0B | $10.3B | ||
| Q4 24 | $3.6B | $10.6B | ||
| Q3 24 | $3.6B | $11.2B | ||
| Q2 24 | $3.4B | $10.2B |
总资产KLACRNR
| Q1 26 | $16.9B | $53.7B | ||
| Q4 25 | $16.7B | $53.8B | ||
| Q3 25 | $16.3B | $54.5B | ||
| Q2 25 | $16.1B | $54.7B | ||
| Q1 25 | $15.2B | $53.6B | ||
| Q4 24 | $15.0B | $50.7B | ||
| Q3 24 | $15.7B | $52.8B | ||
| Q2 24 | $15.4B | $51.6B |
负债/权益比KLACRNR
| Q1 26 | 1.01× | — | ||
| Q4 25 | 1.08× | 0.20× | ||
| Q3 25 | 1.18× | 0.19× | ||
| Q2 25 | 1.25× | 0.21× | ||
| Q1 25 | 1.47× | 0.27× | ||
| Q4 24 | 1.64× | 0.18× | ||
| Q3 24 | 1.65× | 0.17× | ||
| Q2 24 | 1.75× | 0.19× |
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 | $707.5M | — |
| 自由现金流经营现金流 - 资本支出 | $622.3M | — |
| 自由现金流率自由现金流/营收 | 18.2% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | 0.59× | — |
| 过去12个月自由现金流最近4个季度 | $4.0B | — |
8季度趋势，按日历期对齐
经营现金流KLACRNR
| Q1 26 | $707.5M | — | ||
| Q4 25 | $1.4B | $483.0M | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.1B | $157.8M | ||
| Q4 24 | $849.5M | $778.9M | ||
| Q3 24 | $995.2M | $1.5B | ||
| Q2 24 | $892.6M | $1.2B |
自由现金流KLACRNR
| Q1 26 | $622.3M | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $990.0M | — | ||
| Q4 24 | $757.2M | — | ||
| Q3 24 | $934.8M | — | ||
| Q2 24 | $831.9M | — |
自由现金流率KLACRNR
| Q1 26 | 18.2% | — | ||
| Q4 25 | 38.3% | — | ||
| Q3 25 | 33.2% | — | ||
| Q2 25 | 33.5% | — | ||
| Q1 25 | 32.3% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 32.9% | — | ||
| Q2 24 | 32.4% | — |
资本支出强度KLACRNR
| Q1 26 | 2.5% | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 2.4% | — |
现金转化率KLACRNR
| Q1 26 | 0.59× | — | ||
| Q4 25 | 1.19× | 0.64× | ||
| Q3 25 | 1.04× | 1.73× | ||
| Q2 25 | 0.97× | 1.76× | ||
| Q1 25 | 0.99× | 0.93× | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | 1.05× | 1.26× | ||
| Q2 24 | 1.07× | 2.41× |
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
| Semiconductor Process Control | $3.1B | 90% |
| PCB and Component Inspection | $167.6M | 5% |
| Specialty Semiconductor Process | $164.0M | 5% |
RNR
暂无分部数据
