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KLA Corporation（KLAC）与RUSH ENTERPRISES INC \TX\（RUSHA）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RUSH ENTERPRISES INC \TX\的1.9倍（$3.3B vs $1.8B），KLA Corporation净利率更高（34.7% vs 3.7%，领先31.1%），KLA Corporation同比增速更快（7.2% vs -77.3%），KLA Corporation自由现金流更多（$1.3B vs $448.2M），过去两年KLA Corporation的营收复合增速更高（18.2% vs -4.4%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
KLAC vs RUSHA — 直观对比
营收规模更大
KLAC
是对方的1.9倍
$1.8B
营收增速更快
KLAC
高出84.5%
-77.3%
净利率更高
KLAC
高出31.1%
3.7%
自由现金流更多
KLAC
多$813.9M
$448.2M
两年增速更快
KLAC
近两年复合增速
-4.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.8B |
| 净利润 | $1.1B | $64.7M |
| 毛利率 | 61.4% | 19.7% |
| 营业利润率 | — | 5.2% |
| 净利率 | 34.7% | 3.7% |
| 营收同比 | 7.2% | -77.3% |
| 净利润同比 | 39.0% | -78.8% |
| 每股收益（稀释后） | $8.68 | $0.81 |
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KLACRUSHA
| Q1 26 | — | $1.8B | ||
| Q4 25 | $3.3B | $1.7B | ||
| Q3 25 | $3.2B | $1.8B | ||
| Q2 25 | $3.2B | $1.8B | ||
| Q1 25 | $3.1B | $1.8B | ||
| Q4 24 | $3.1B | $1.9B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $2.6B | $1.9B |
净利润KLACRUSHA
| Q1 26 | — | $64.7M | ||
| Q4 25 | $1.1B | $64.3M | ||
| Q3 25 | $1.1B | $66.7M | ||
| Q2 25 | $1.2B | $72.4M | ||
| Q1 25 | $1.1B | $60.3M | ||
| Q4 24 | $824.5M | $74.8M | ||
| Q3 24 | $945.9M | $79.1M | ||
| Q2 24 | $836.4M | $78.7M |
毛利率KLACRUSHA
| Q1 26 | — | 19.7% | ||
| Q4 25 | 61.4% | 20.8% | ||
| Q3 25 | 61.3% | 21.0% | ||
| Q2 25 | 62.0% | 20.7% | ||
| Q1 25 | 61.6% | 20.3% | ||
| Q4 24 | 60.3% | 19.3% | ||
| Q3 24 | 59.6% | 21.0% | ||
| Q2 24 | 60.7% | 20.2% |
营业利润率KLACRUSHA
| Q1 26 | — | 5.2% | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | 41.9% | 6.0% | ||
| Q1 25 | 41.3% | 5.2% | ||
| Q4 24 | 31.6% | 5.8% | ||
| Q3 24 | 38.0% | 6.7% | ||
| Q2 24 | 36.8% | 6.4% |
净利率KLACRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 34.7% | 3.8% | ||
| Q3 25 | 34.9% | 3.7% | ||
| Q2 25 | 37.9% | 3.9% | ||
| Q1 25 | 35.5% | 3.4% | ||
| Q4 24 | 26.8% | 3.9% | ||
| Q3 24 | 33.3% | 4.4% | ||
| Q2 24 | 32.6% | 4.1% |
每股收益（稀释后）KLACRUSHA
| Q1 26 | — | $0.81 | ||
| Q4 25 | $8.68 | $0.81 | ||
| Q3 25 | $8.47 | $0.83 | ||
| Q2 25 | $9.04 | $0.90 | ||
| Q1 25 | $8.16 | $0.73 | ||
| Q4 24 | $6.16 | $-95.13 | ||
| Q3 24 | $7.01 | $0.97 | ||
| Q2 24 | $6.16 | $97.00 |
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 | $212.6M |
| 总债务越低越好 | $5.9B | $274.9M |
| 股东权益账面价值 | $5.5B | $2.2B |
| 总资产 | $16.7B | $4.4B |
| 负债/权益比越低杠杆越低 | 1.08× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资KLACRUSHA
| Q1 26 | — | $212.6M | ||
| Q4 25 | $2.5B | $212.6M | ||
| Q3 25 | $1.9B | $242.0M | ||
| Q2 25 | $2.1B | $211.1M | ||
| Q1 25 | $1.9B | $228.7M | ||
| Q4 24 | $1.8B | $228.1M | ||
| Q3 24 | $2.0B | $185.1M | ||
| Q2 24 | $2.0B | $167.3M |
总债务KLACRUSHA
| Q1 26 | — | $274.9M | ||
| Q4 25 | $5.9B | $274.8M | ||
| Q3 25 | $5.9B | — | ||
| Q2 25 | $5.9B | — | ||
| Q1 25 | $5.9B | — | ||
| Q4 24 | $5.9B | $408.4M | ||
| Q3 24 | $5.9B | — | ||
| Q2 24 | $5.9B | — |
股东权益KLACRUSHA
| Q1 26 | — | $2.2B | ||
| Q4 25 | $5.5B | $2.2B | ||
| Q3 25 | $5.0B | $2.2B | ||
| Q2 25 | $4.7B | $2.2B | ||
| Q1 25 | $4.0B | $2.2B | ||
| Q4 24 | $3.6B | $2.1B | ||
| Q3 24 | $3.6B | $2.1B | ||
| Q2 24 | $3.4B | $2.0B |
总资产KLACRUSHA
| Q1 26 | — | $4.4B | ||
| Q4 25 | $16.7B | $4.4B | ||
| Q3 25 | $16.3B | $4.6B | ||
| Q2 25 | $16.1B | $4.7B | ||
| Q1 25 | $15.2B | $4.7B | ||
| Q4 24 | $15.0B | $4.6B | ||
| Q3 24 | $15.7B | $4.6B | ||
| Q2 24 | $15.4B | $4.5B |
负债/权益比KLACRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.08× | 0.12× | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.47× | — | ||
| Q4 24 | 1.64× | 0.19× | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.75× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $448.2M |
| 自由现金流率自由现金流/营收 | 38.3% | 25.3% |
| 资本支出强度资本支出/营收 | 3.2% | 3.3% |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | $4.4B | $865.0M |
8季度趋势，按日历期对齐
经营现金流KLACRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $112.9M | ||
| Q3 25 | $1.2B | $367.8M | ||
| Q2 25 | $1.2B | $227.6M | ||
| Q1 25 | $1.1B | $153.5M | ||
| Q4 24 | $849.5M | $392.3M | ||
| Q3 24 | $995.2M | $111.7M | ||
| Q2 24 | $892.6M | $270.6M |
自由现金流KLACRUSHA
| Q1 26 | — | $448.2M | ||
| Q4 25 | $1.3B | $31.9M | ||
| Q3 25 | $1.1B | $271.2M | ||
| Q2 25 | $1.1B | $113.8M | ||
| Q1 25 | $990.0M | $45.1M | ||
| Q4 24 | $757.2M | $263.5M | ||
| Q3 24 | $934.8M | $-20.0M | ||
| Q2 24 | $831.9M | $177.2M |
自由现金流率KLACRUSHA
| Q1 26 | — | 25.3% | ||
| Q4 25 | 38.3% | 1.9% | ||
| Q3 25 | 33.2% | 15.2% | ||
| Q2 25 | 33.5% | 6.2% | ||
| Q1 25 | 32.3% | 2.6% | ||
| Q4 24 | 24.6% | 13.7% | ||
| Q3 24 | 32.9% | -1.1% | ||
| Q2 24 | 32.4% | 9.1% |
资本支出强度KLACRUSHA
| Q1 26 | — | 3.3% | ||
| Q4 25 | 3.2% | 4.8% | ||
| Q3 25 | 3.0% | 5.4% | ||
| Q2 25 | 3.2% | 6.2% | ||
| Q1 25 | 2.7% | 6.2% | ||
| Q4 24 | 3.0% | 6.7% | ||
| Q3 24 | 2.1% | 7.3% | ||
| Q2 24 | 2.4% | 4.8% |
现金转化率KLACRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 1.75× | ||
| Q3 25 | 1.04× | 5.51× | ||
| Q2 25 | 0.97× | 3.14× | ||
| Q1 25 | 0.99× | 2.55× | ||
| Q4 24 | 1.03× | 5.25× | ||
| Q3 24 | 1.05× | 1.41× | ||
| Q2 24 | 1.07× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $1.0B | 59% |
| Parts and service sales | $625.2M | 35% |
| Lease and rental | $92.9M | 5% |
| Finance and insurance | $4.8M | 0% |
