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KLA Corporation（KLAC）与Williams-Sonoma, Inc.（WSM）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Williams-Sonoma, Inc.的1.8倍（$3.3B vs $1.9B），KLA Corporation净利率更高（34.7% vs 12.8%，领先21.9%），KLA Corporation同比增速更快（7.2% vs 4.6%），KLA Corporation自由现金流更多（$1.3B vs $248.1M），过去两年KLA Corporation的营收复合增速更高（18.2% vs -9.1%）
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。
Williams-Sonoma, Inc.是美国知名家居零售企业，1956年由查尔斯·E·威廉姆斯创立，主营高品质炊具、家居家电、家居软装等多元品类产品，在家居消费领域拥有广泛的用户基础与较高的市场认可度。
KLAC vs WSM — 直观对比
营收规模更大
KLAC
是对方的1.8倍
$1.9B
营收增速更快
KLAC
高出2.6%
4.6%
净利率更高
KLAC
高出21.9%
12.8%
自由现金流更多
KLAC
多$1.0B
$248.1M
两年增速更快
KLAC
近两年复合增速
-9.1%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.9B |
| 净利润 | $1.1B | $241.6M |
| 毛利率 | 61.4% | 46.1% |
| 营业利润率 | — | 17.0% |
| 净利率 | 34.7% | 12.8% |
| 营收同比 | 7.2% | 4.6% |
| 净利润同比 | 39.0% | -3.0% |
| 每股收益（稀释后） | $8.68 | $1.96 |
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KLACWSM
| Q4 25 | $3.3B | $1.9B | ||
| Q3 25 | $3.2B | $1.8B | ||
| Q2 25 | $3.2B | $1.7B | ||
| Q1 25 | $3.1B | $2.5B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $2.6B | $1.7B | ||
| Q1 24 | $2.4B | $2.3B |
净利润KLACWSM
| Q4 25 | $1.1B | $241.6M | ||
| Q3 25 | $1.1B | $247.6M | ||
| Q2 25 | $1.2B | $231.3M | ||
| Q1 25 | $1.1B | $384.9M | ||
| Q4 24 | $824.5M | $249.0M | ||
| Q3 24 | $945.9M | $225.7M | ||
| Q2 24 | $836.4M | $265.7M | ||
| Q1 24 | $601.5M | $354.4M |
毛利率KLACWSM
| Q4 25 | 61.4% | 46.1% | ||
| Q3 25 | 61.3% | 47.1% | ||
| Q2 25 | 62.0% | 44.3% | ||
| Q1 25 | 61.6% | 45.2% | ||
| Q4 24 | 60.3% | 46.7% | ||
| Q3 24 | 59.6% | 46.2% | ||
| Q2 24 | 60.7% | 48.3% | ||
| Q1 24 | 57.9% | 46.0% |
营业利润率KLACWSM
| Q4 25 | — | 17.0% | ||
| Q3 25 | — | 17.9% | ||
| Q2 25 | 41.9% | 16.8% | ||
| Q1 25 | 41.3% | 20.1% | ||
| Q4 24 | 31.6% | 17.8% | ||
| Q3 24 | 38.0% | 16.2% | ||
| Q2 24 | 36.8% | 19.5% | ||
| Q1 24 | 29.7% | 20.1% |
净利率KLACWSM
| Q4 25 | 34.7% | 12.8% | ||
| Q3 25 | 34.9% | 13.5% | ||
| Q2 25 | 37.9% | 13.4% | ||
| Q1 25 | 35.5% | 15.6% | ||
| Q4 24 | 26.8% | 13.8% | ||
| Q3 24 | 33.3% | 12.6% | ||
| Q2 24 | 32.6% | 16.0% | ||
| Q1 24 | 25.5% | 15.6% |
每股收益（稀释后）KLACWSM
| Q4 25 | $8.68 | $1.96 | ||
| Q3 25 | $8.47 | $2.00 | ||
| Q2 25 | $9.04 | $1.85 | ||
| Q1 25 | $8.16 | $1.02 | ||
| Q4 24 | $6.16 | $1.96 | ||
| Q3 24 | $7.01 | $1.74 | ||
| Q2 24 | $6.16 | $4.07 | ||
| Q1 24 | $4.43 | $5.42 |
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 | $884.7M |
| 总债务越低越好 | $5.9B | — |
| 股东权益账面价值 | $5.5B | $2.1B |
| 总资产 | $16.7B | $5.3B |
| 负债/权益比越低杠杆越低 | 1.08× | — |
8季度趋势，按日历期对齐
现金及短期投资KLACWSM
| Q4 25 | $2.5B | $884.7M | ||
| Q3 25 | $1.9B | $985.8M | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.8B | $826.8M | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.0B | $1.3B | ||
| Q1 24 | $1.8B | $1.3B |
总债务KLACWSM
| Q4 25 | $5.9B | — | ||
| Q3 25 | $5.9B | — | ||
| Q2 25 | $5.9B | — | ||
| Q1 25 | $5.9B | — | ||
| Q4 24 | $5.9B | — | ||
| Q3 24 | $5.9B | — | ||
| Q2 24 | $5.9B | — | ||
| Q1 24 | $5.9B | — |
股东权益KLACWSM
| Q4 25 | $5.5B | $2.1B | ||
| Q3 25 | $5.0B | $2.1B | ||
| Q2 25 | $4.7B | $2.2B | ||
| Q1 25 | $4.0B | $2.1B | ||
| Q4 24 | $3.6B | $1.9B | ||
| Q3 24 | $3.6B | $2.3B | ||
| Q2 24 | $3.4B | $2.2B | ||
| Q1 24 | $3.1B | $2.1B |
总资产KLACWSM
| Q4 25 | $16.7B | $5.3B | ||
| Q3 25 | $16.3B | $5.2B | ||
| Q2 25 | $16.1B | $5.2B | ||
| Q1 25 | $15.2B | $5.3B | ||
| Q4 24 | $15.0B | $5.0B | ||
| Q3 24 | $15.7B | $5.2B | ||
| Q2 24 | $15.4B | $5.2B | ||
| Q1 24 | $15.0B | $5.3B |
负债/权益比KLACWSM
| Q4 25 | 1.08× | — | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.47× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.75× | — | ||
| Q1 24 | 1.90× | — |
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 | $316.3M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $248.1M |
| 自由现金流率自由现金流/营收 | 38.3% | 13.2% |
| 资本支出强度资本支出/营收 | 3.2% | 3.6% |
| 现金转化率经营现金流/净利润 | 1.19× | 1.31× |
| 过去12个月自由现金流最近4个季度 | $4.4B | $1.1B |
8季度趋势，按日历期对齐
经营现金流KLACWSM
| Q4 25 | $1.4B | $316.3M | ||
| Q3 25 | $1.2B | $282.7M | ||
| Q2 25 | $1.2B | $118.9M | ||
| Q1 25 | $1.1B | $633.5M | ||
| Q4 24 | $849.5M | $253.5M | ||
| Q3 24 | $995.2M | $246.5M | ||
| Q2 24 | $892.6M | $226.8M | ||
| Q1 24 | $910.0M | $674.9M |
自由现金流KLACWSM
| Q4 25 | $1.3B | $248.1M | ||
| Q3 25 | $1.1B | $230.7M | ||
| Q2 25 | $1.1B | $60.7M | ||
| Q1 25 | $990.0M | $566.3M | ||
| Q4 24 | $757.2M | $170.1M | ||
| Q3 24 | $934.8M | $215.1M | ||
| Q2 24 | $831.9M | $187.3M | ||
| Q1 24 | $838.2M | $621.2M |
自由现金流率KLACWSM
| Q4 25 | 38.3% | 13.2% | ||
| Q3 25 | 33.2% | 12.6% | ||
| Q2 25 | 33.5% | 3.5% | ||
| Q1 25 | 32.3% | 23.0% | ||
| Q4 24 | 24.6% | 9.4% | ||
| Q3 24 | 32.9% | 12.0% | ||
| Q2 24 | 32.4% | 11.3% | ||
| Q1 24 | 35.5% | 27.3% |
资本支出强度KLACWSM
| Q4 25 | 3.2% | 3.6% | ||
| Q3 25 | 3.0% | 2.8% | ||
| Q2 25 | 3.2% | 3.4% | ||
| Q1 25 | 2.7% | 2.7% | ||
| Q4 24 | 3.0% | 4.6% | ||
| Q3 24 | 2.1% | 1.8% | ||
| Q2 24 | 2.4% | 2.4% | ||
| Q1 24 | 3.0% | 2.4% |
现金转化率KLACWSM
| Q4 25 | 1.19× | 1.31× | ||
| Q3 25 | 1.04× | 1.14× | ||
| Q2 25 | 0.97× | 0.51× | ||
| Q1 25 | 0.99× | 1.65× | ||
| Q4 24 | 1.03× | 1.02× | ||
| Q3 24 | 1.05× | 1.09× | ||
| Q2 24 | 1.07× | 0.85× | ||
| Q1 24 | 1.51× | 1.90× |
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% |
WSM
暂无分部数据
