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KLA Corporation（KLAC）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.7倍（$3.3B vs $1.9B），KLA Corporation净利率更高（34.7% vs 8.4%，领先26.3%），KLA Corporation同比增速更快（7.2% vs 3.5%），KLA Corporation自由现金流更多（$1.3B vs $296.4M），过去两年KLA Corporation的营收复合增速更高（18.2% vs 12.0%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
KLAC vs RPM — 直观对比
营收规模更大
KLAC
是对方的1.7倍
$1.9B
营收增速更快
KLAC
高出3.7%
3.5%
净利率更高
KLAC
高出26.3%
8.4%
自由现金流更多
KLAC
多$965.7M
$296.4M
两年增速更快
KLAC
近两年复合增速
12.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.9B |
| 净利润 | $1.1B | $161.2M |
| 毛利率 | 61.4% | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 34.7% | 8.4% |
| 营收同比 | 7.2% | 3.5% |
| 净利润同比 | 39.0% | -12.0% |
| 每股收益（稀释后） | $8.68 | $1.26 |
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KLACRPM
| Q4 25 | $3.3B | $1.9B | ||
| Q3 25 | $3.2B | $2.1B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $3.1B | $1.5B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.6B | $2.0B | ||
| Q1 24 | $2.4B | $1.5B |
净利润KLACRPM
| Q4 25 | $1.1B | $161.2M | ||
| Q3 25 | $1.1B | $227.6M | ||
| Q2 25 | $1.2B | $225.8M | ||
| Q1 25 | $1.1B | $52.0M | ||
| Q4 24 | $824.5M | $183.2M | ||
| Q3 24 | $945.9M | $227.7M | ||
| Q2 24 | $836.4M | $180.6M | ||
| Q1 24 | $601.5M | $61.2M |
毛利率KLACRPM
| Q4 25 | 61.4% | 40.8% | ||
| Q3 25 | 61.3% | 42.3% | ||
| Q2 25 | 62.0% | 42.4% | ||
| Q1 25 | 61.6% | 38.4% | ||
| Q4 24 | 60.3% | 41.4% | ||
| Q3 24 | 59.6% | 42.5% | ||
| Q2 24 | 60.7% | 41.4% | ||
| Q1 24 | 57.9% | 39.9% |
营业利润率KLACRPM
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | 41.9% | 11.9% | ||
| Q1 25 | 41.3% | 2.8% | ||
| Q4 24 | 31.6% | 11.5% | ||
| Q3 24 | 38.0% | 14.8% | ||
| Q2 24 | 36.8% | 11.9% | ||
| Q1 24 | 29.7% | 5.5% |
净利率KLACRPM
| Q4 25 | 34.7% | 8.4% | ||
| Q3 25 | 34.9% | 10.8% | ||
| Q2 25 | 37.9% | 10.8% | ||
| Q1 25 | 35.5% | 3.5% | ||
| Q4 24 | 26.8% | 9.9% | ||
| Q3 24 | 33.3% | 11.6% | ||
| Q2 24 | 32.6% | 9.0% | ||
| Q1 24 | 25.5% | 4.0% |
每股收益（稀释后）KLACRPM
| Q4 25 | $8.68 | $1.26 | ||
| Q3 25 | $8.47 | $1.77 | ||
| Q2 25 | $9.04 | $1.76 | ||
| Q1 25 | $8.16 | $0.40 | ||
| Q4 24 | $6.16 | $1.42 | ||
| Q3 24 | $7.01 | $1.77 | ||
| Q2 24 | $6.16 | $1.40 | ||
| Q1 24 | $4.43 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $5.9B | $2.5B |
| 股东权益账面价值 | $5.5B | $3.1B |
| 总资产 | $16.7B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.08× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资KLACRPM
| Q4 25 | $2.5B | $316.6M | ||
| Q3 25 | $1.9B | $297.1M | ||
| Q2 25 | $2.1B | $302.1M | ||
| Q1 25 | $1.9B | $241.9M | ||
| Q4 24 | $1.8B | $268.7M | ||
| Q3 24 | $2.0B | $231.6M | ||
| Q2 24 | $2.0B | $237.4M | ||
| Q1 24 | $1.8B | $248.9M |
总债务KLACRPM
| Q4 25 | $5.9B | $2.5B | ||
| Q3 25 | $5.9B | $2.7B | ||
| Q2 25 | $5.9B | $2.6B | ||
| Q1 25 | $5.9B | $2.1B | ||
| Q4 24 | $5.9B | $2.0B | ||
| Q3 24 | $5.9B | $2.0B | ||
| Q2 24 | $5.9B | $2.0B | ||
| Q1 24 | $5.9B | $2.2B |
股东权益KLACRPM
| Q4 25 | $5.5B | $3.1B | ||
| Q3 25 | $5.0B | $3.1B | ||
| Q2 25 | $4.7B | $2.9B | ||
| Q1 25 | $4.0B | $2.7B | ||
| Q4 24 | $3.6B | $2.7B | ||
| Q3 24 | $3.6B | $2.6B | ||
| Q2 24 | $3.4B | $2.5B | ||
| Q1 24 | $3.1B | $2.3B |
总资产KLACRPM
| Q4 25 | $16.7B | $7.9B | ||
| Q3 25 | $16.3B | $7.9B | ||
| Q2 25 | $16.1B | $7.8B | ||
| Q1 25 | $15.2B | $6.6B | ||
| Q4 24 | $15.0B | $6.7B | ||
| Q3 24 | $15.7B | $6.6B | ||
| Q2 24 | $15.4B | $6.6B | ||
| Q1 24 | $15.0B | $6.4B |
负债/权益比KLACRPM
| Q4 25 | 1.08× | 0.80× | ||
| Q3 25 | 1.18× | 0.87× | ||
| Q2 25 | 1.25× | 0.91× | ||
| Q1 25 | 1.47× | 0.78× | ||
| Q4 24 | 1.64× | 0.74× | ||
| Q3 24 | 1.65× | 0.77× | ||
| Q2 24 | 1.75× | 0.79× | ||
| Q1 24 | 1.90× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $296.4M |
| 自由现金流率自由现金流/营收 | 38.3% | 15.5% |
| 资本支出强度资本支出/营收 | 3.2% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.19× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $582.9M |
8季度趋势，按日历期对齐
经营现金流KLACRPM
| Q4 25 | $1.4B | $345.7M | ||
| Q3 25 | $1.2B | $237.5M | ||
| Q2 25 | $1.2B | $149.2M | ||
| Q1 25 | $1.1B | $91.5M | ||
| Q4 24 | $849.5M | $279.4M | ||
| Q3 24 | $995.2M | $248.1M | ||
| Q2 24 | $892.6M | $181.2M | ||
| Q1 24 | $910.0M | $173.4M |
自由现金流KLACRPM
| Q4 25 | $1.3B | $296.4M | ||
| Q3 25 | $1.1B | $175.0M | ||
| Q2 25 | $1.1B | $78.2M | ||
| Q1 25 | $990.0M | $33.3M | ||
| Q4 24 | $757.2M | $229.5M | ||
| Q3 24 | $934.8M | $197.3M | ||
| Q2 24 | $831.9M | $105.3M | ||
| Q1 24 | $838.2M | $124.6M |
自由现金流率KLACRPM
| Q4 25 | 38.3% | 15.5% | ||
| Q3 25 | 33.2% | 8.3% | ||
| Q2 25 | 33.5% | 3.8% | ||
| Q1 25 | 32.3% | 2.3% | ||
| Q4 24 | 24.6% | 12.4% | ||
| Q3 24 | 32.9% | 10.0% | ||
| Q2 24 | 32.4% | 5.2% | ||
| Q1 24 | 35.5% | 8.2% |
资本支出强度KLACRPM
| Q4 25 | 3.2% | 2.6% | ||
| Q3 25 | 3.0% | 3.0% | ||
| Q2 25 | 3.2% | 3.4% | ||
| Q1 25 | 2.7% | 3.9% | ||
| Q4 24 | 3.0% | 2.7% | ||
| Q3 24 | 2.1% | 2.6% | ||
| Q2 24 | 2.4% | 3.8% | ||
| Q1 24 | 3.0% | 3.2% |
现金转化率KLACRPM
| Q4 25 | 1.19× | 2.14× | ||
| Q3 25 | 1.04× | 1.04× | ||
| Q2 25 | 0.97× | 0.66× | ||
| Q1 25 | 0.99× | 1.76× | ||
| Q4 24 | 1.03× | 1.53× | ||
| Q3 24 | 1.05× | 1.09× | ||
| Q2 24 | 1.07× | 1.00× | ||
| Q1 24 | 1.51× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
