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库力索法(KLIC)与Rocket Lab Corp(RKLB)财务数据对比。点击上方公司名可切换其他公司
库力索法的季度营收约是Rocket Lab Corp的1.1倍($199.6M vs $179.7M),库力索法净利率更高(8.4% vs -29.5%,领先37.9%),Rocket Lab Corp同比增速更快(35.7% vs 20.2%),库力索法自由现金流更多($-11.6M vs $-114.2M)
库力索法是全球领先的半导体封装与组装设备、材料及工艺解决方案供应商,服务全球各地的半导体生产商,核心产品涵盖引线键合、先进封装、显示制造技术,下游应用覆盖汽车电子、消费电子、工业系统等多个领域。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商,旗下Electron轨道火箭主打小型卫星发射,截至2026年1月已成功完成超75次任务,是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台,下一代可复用中型运载火箭Neutron目前也在研发中。
KLIC vs RKLB — 直观对比
营收规模更大
KLIC
是对方的1.1倍
$179.7M
营收增速更快
RKLB
高出15.5%
20.2%
净利率更高
KLIC
高出37.9%
-29.5%
自由现金流更多
KLIC
多$102.6M
$-114.2M
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $199.6M | $179.7M |
| 净利润 | $16.8M | $-52.9M |
| 毛利率 | 49.6% | 38.0% |
| 营业利润率 | 8.9% | -28.4% |
| 净利率 | 8.4% | -29.5% |
| 营收同比 | 20.2% | 35.7% |
| 净利润同比 | -79.4% | -1.1% |
| 每股收益(稀释后) | $0.32 | $-0.09 |
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
KLIC
RKLB
| Q1 26 | $199.6M | — | ||
| Q4 25 | — | $179.7M | ||
| Q3 25 | — | $155.1M | ||
| Q2 25 | — | $144.5M | ||
| Q1 25 | — | $122.6M | ||
| Q4 24 | — | $132.4M | ||
| Q3 24 | — | $104.8M | ||
| Q2 24 | — | $106.3M |
净利润
KLIC
RKLB
| Q1 26 | $16.8M | — | ||
| Q4 25 | — | $-52.9M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | — | $-66.4M | ||
| Q1 25 | — | $-60.6M | ||
| Q4 24 | — | $-52.3M | ||
| Q3 24 | — | $-51.9M | ||
| Q2 24 | — | $-41.6M |
毛利率
KLIC
RKLB
| Q1 26 | 49.6% | — | ||
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 32.1% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 25.6% |
营业利润率
KLIC
RKLB
| Q1 26 | 8.9% | — | ||
| Q4 25 | — | -28.4% | ||
| Q3 25 | — | -38.0% | ||
| Q2 25 | — | -41.3% | ||
| Q1 25 | — | -48.3% | ||
| Q4 24 | — | -38.9% | ||
| Q3 24 | — | -49.5% | ||
| Q2 24 | — | -40.7% |
净利率
KLIC
RKLB
| Q1 26 | 8.4% | — | ||
| Q4 25 | — | -29.5% | ||
| Q3 25 | — | -11.8% | ||
| Q2 25 | — | -46.0% | ||
| Q1 25 | — | -49.5% | ||
| Q4 24 | — | -39.5% | ||
| Q3 24 | — | -49.6% | ||
| Q2 24 | — | -39.2% |
每股收益(稀释后)
KLIC
RKLB
| Q1 26 | $0.32 | — | ||
| Q4 25 | — | $-0.09 | ||
| Q3 25 | — | $-0.03 | ||
| Q2 25 | — | $-0.13 | ||
| Q1 25 | — | $-0.12 | ||
| Q4 24 | — | $-0.11 | ||
| Q3 24 | — | $-0.10 | ||
| Q2 24 | — | $-0.08 |
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 | $481.1M | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $825.0M | $1.7B |
| 总资产 | $1.1B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
KLIC
RKLB
| Q1 26 | $481.1M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $976.7M | ||
| Q2 25 | — | $688.1M | ||
| Q1 25 | — | $428.4M | ||
| Q4 24 | — | $419.0M | ||
| Q3 24 | — | $442.4M | ||
| Q2 24 | — | $496.8M |
总债务
KLIC
RKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M |
股东权益
KLIC
RKLB
| Q1 26 | $825.0M | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $688.5M | ||
| Q1 25 | — | $431.3M | ||
| Q4 24 | — | $382.5M | ||
| Q3 24 | — | $419.8M | ||
| Q2 24 | — | $455.2M |
总资产
KLIC
RKLB
| Q1 26 | $1.1B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
负债/权益比
KLIC
RKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× |
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 | $-8.9M | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $-11.6M | $-114.2M |
| 自由现金流率自由现金流/营收 | -5.8% | -63.6% |
| 资本支出强度资本支出/营收 | 1.3% | 27.6% |
| 现金转化率经营现金流/净利润 | -0.53× | — |
| 过去12个月自由现金流最近4个季度 | — | $-321.8M |
8季度趋势,按日历期对齐
经营现金流
KLIC
RKLB
| Q1 26 | $-8.9M | — | ||
| Q4 25 | — | $-64.5M | ||
| Q3 25 | — | $-23.5M | ||
| Q2 25 | — | $-23.2M | ||
| Q1 25 | — | $-54.2M | ||
| Q4 24 | — | $-2.4M | ||
| Q3 24 | — | $-30.9M | ||
| Q2 24 | — | $-13.0M |
自由现金流
KLIC
RKLB
| Q1 26 | $-11.6M | — | ||
| Q4 25 | — | $-114.2M | ||
| Q3 25 | — | $-69.4M | ||
| Q2 25 | — | $-55.3M | ||
| Q1 25 | — | $-82.9M | ||
| Q4 24 | — | $-23.9M | ||
| Q3 24 | — | $-41.9M | ||
| Q2 24 | — | $-28.3M |
自由现金流率
KLIC
RKLB
| Q1 26 | -5.8% | — | ||
| Q4 25 | — | -63.6% | ||
| Q3 25 | — | -44.8% | ||
| Q2 25 | — | -38.3% | ||
| Q1 25 | — | -67.6% | ||
| Q4 24 | — | -18.1% | ||
| Q3 24 | — | -40.0% | ||
| Q2 24 | — | -26.7% |
资本支出强度
KLIC
RKLB
| Q1 26 | 1.3% | — | ||
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | 29.6% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 14.4% |
现金转化率
KLIC
RKLB
| Q1 26 | -0.53× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
KLIC
| Ball Bonding Equipment Segment | $110.3M | 55% |
| Aftermarket Products And Services APS Segment Post Cessation | $45.1M | 23% |
| Wedge Bonding Equipment Segment | $21.1M | 11% |
| Automotiveand Industrial | $13.6M | 7% |
| All Others Segment | $11.4M | 6% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |