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泛林半导体（LRCX）与宏盟集团（OMC）财务数据对比。点击上方公司名可切换其他公司
宏盟集团的季度营收约是泛林半导体的1.2倍（$6.2B vs $5.3B），泛林半导体净利率更高（29.8% vs 6.7%，领先23.1%），泛林半导体同比增速更快（22.1% vs -16.2%），过去两年宏盟集团的营收复合增速更高（27.3% vs 18.7%）
泛林半导体是美国面向半导体行业的晶圆制造设备及相关服务供应商，产品主要用于前道晶圆加工，生产半导体器件的有源组件与互连线路，同时也推出后道晶圆级封装、微机电系统（MEMS）等领域的相关制造设备。
宏盟集团（Omnicom Group）是总部位于美国纽约的全球性传媒、营销及企业传播控股集团，旗下拥有多家行业领先的广告、公关、媒介服务子品牌，为全球各行业客户提供专业整合营销传播解决方案，在全球营销服务领域占据领先市场地位。
LRCX vs OMC — 直观对比
营收规模更大
OMC
是对方的1.2倍
$5.3B
营收增速更快
LRCX
高出38.3%
-16.2%
净利率更高
LRCX
高出23.1%
6.7%
两年增速更快
OMC
近两年复合增速
18.7%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $6.2B |
| 净利润 | $1.6B | $418.7M |
| 毛利率 | 49.6% | — |
| 营业利润率 | 33.9% | 10.4% |
| 净利率 | 29.8% | 6.7% |
| 营收同比 | 22.1% | -16.2% |
| 净利润同比 | 33.8% | 38.0% |
| 每股收益（稀释后） | $1.26 | $1.35 |
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LRCXOMC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $5.3B | $5.5B | ||
| Q3 25 | $5.3B | $4.0B | ||
| Q2 25 | $5.2B | $4.0B | ||
| Q1 25 | $4.7B | $3.7B | ||
| Q4 24 | $4.4B | $4.3B | ||
| Q3 24 | $4.2B | $3.9B | ||
| Q2 24 | $3.9B | $3.9B |
净利润LRCXOMC
| Q1 26 | — | $418.7M | ||
| Q4 25 | $1.6B | $-941.1M | ||
| Q3 25 | $1.6B | $341.3M | ||
| Q2 25 | $1.7B | $257.6M | ||
| Q1 25 | $1.3B | $287.7M | ||
| Q4 24 | $1.2B | $448.0M | ||
| Q3 24 | $1.1B | $385.9M | ||
| Q2 24 | $1.0B | $328.1M |
毛利率LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | 49.6% | -10.6% | ||
| Q3 25 | 50.4% | 18.7% | ||
| Q2 25 | 50.1% | 16.6% | ||
| Q1 25 | 49.0% | 17.1% | ||
| Q4 24 | 47.4% | 19.8% | ||
| Q3 24 | 48.0% | 19.6% | ||
| Q2 24 | 47.5% | 17.7% |
营业利润率LRCXOMC
| Q1 26 | — | 10.4% | ||
| Q4 25 | 33.9% | -17.7% | ||
| Q3 25 | 34.4% | 13.1% | ||
| Q2 25 | 33.7% | 10.9% | ||
| Q1 25 | 33.1% | 12.3% | ||
| Q4 24 | 30.5% | 15.9% | ||
| Q3 24 | 30.3% | 15.5% | ||
| Q2 24 | 29.1% | 13.2% |
净利率LRCXOMC
| Q1 26 | — | 6.7% | ||
| Q4 25 | 29.8% | -17.0% | ||
| Q3 25 | 29.5% | 8.5% | ||
| Q2 25 | 33.3% | 6.4% | ||
| Q1 25 | 28.2% | 7.8% | ||
| Q4 24 | 27.2% | 10.4% | ||
| Q3 24 | 26.8% | 9.9% | ||
| Q2 24 | 26.4% | 8.5% |
每股收益（稀释后）LRCXOMC
| Q1 26 | — | $1.35 | ||
| Q4 25 | $1.26 | $-4.78 | ||
| Q3 25 | $1.24 | $1.75 | ||
| Q2 25 | $1.34 | $1.31 | ||
| Q1 25 | $1.03 | $1.45 | ||
| Q4 24 | $0.92 | $2.27 | ||
| Q3 24 | $0.86 | $1.95 | ||
| Q2 24 | $7.78 | $1.65 |
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 | $6.2B | — |
| 总债务越低越好 | $3.7B | — |
| 股东权益账面价值 | $10.1B | — |
| 总资产 | $21.4B | — |
| 负债/权益比越低杠杆越低 | 0.37× | — |
8季度趋势，按日历期对齐
现金及短期投资LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | $6.2B | — | ||
| Q3 25 | $6.7B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $5.5B | — | ||
| Q4 24 | $5.7B | — | ||
| Q3 24 | $6.1B | — | ||
| Q2 24 | $5.8B | — |
总债务LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | $3.7B | $9.3B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $4.5B | $6.1B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $4.5B | — |
股东权益LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | $10.1B | $12.0B | ||
| Q3 25 | $10.2B | $4.6B | ||
| Q2 25 | $9.9B | $4.5B | ||
| Q1 25 | $9.5B | $4.4B | ||
| Q4 24 | $8.8B | $4.2B | ||
| Q3 24 | $8.5B | $4.0B | ||
| Q2 24 | $8.5B | $3.6B |
总资产LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | $21.4B | $54.4B | ||
| Q3 25 | $21.9B | $28.8B | ||
| Q2 25 | $21.3B | $28.8B | ||
| Q1 25 | $20.0B | $28.1B | ||
| Q4 24 | $19.8B | $29.6B | ||
| Q3 24 | $19.5B | $28.8B | ||
| Q2 24 | $18.7B | $27.3B |
负债/权益比LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | 0.37× | 0.77× | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 0.39× | — | ||
| Q4 24 | 0.51× | 1.45× | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.52× | — |
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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $1.2B | — |
| 自由现金流率自由现金流/营收 | 22.8% | — |
| 资本支出强度资本支出/营收 | 4.9% | — |
| 现金转化率经营现金流/净利润 | 0.93× | — |
| 过去12个月自由现金流最近4个季度 | $6.2B | — |
8季度趋势，按日历期对齐
经营现金流LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.8B | $477.5M | ||
| Q2 25 | $2.6B | $210.1M | ||
| Q1 25 | $1.3B | $-786.8M | ||
| Q4 24 | $741.9M | $1.9B | ||
| Q3 24 | $1.6B | $568.7M | ||
| Q2 24 | $862.4M | $-141.7M |
自由现金流LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.6B | $438.4M | ||
| Q2 25 | $2.4B | $168.0M | ||
| Q1 25 | $1.0B | $-816.3M | ||
| Q4 24 | $553.6M | $1.9B | ||
| Q3 24 | $1.5B | $537.4M | ||
| Q2 24 | $761.7M | $-180.9M |
自由现金流率LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | 22.8% | 54.2% | ||
| Q3 25 | 29.9% | 10.9% | ||
| Q2 25 | 46.1% | 4.2% | ||
| Q1 25 | 21.6% | -22.1% | ||
| Q4 24 | 12.7% | 43.5% | ||
| Q3 24 | 35.0% | 13.8% | ||
| Q2 24 | 19.7% | -4.7% |
资本支出强度LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.7% | ||
| Q3 25 | 3.5% | 1.0% | ||
| Q2 25 | 3.3% | 1.0% | ||
| Q1 25 | 6.1% | 0.8% | ||
| Q4 24 | 4.3% | 1.1% | ||
| Q3 24 | 2.7% | 0.8% | ||
| Q2 24 | 2.6% | 1.0% |
现金转化率LRCXOMC
| Q1 26 | — | — | ||
| Q4 25 | 0.93× | — | ||
| Q3 25 | 1.13× | 1.40× | ||
| Q2 25 | 1.48× | 0.82× | ||
| Q1 25 | 0.98× | -2.73× | ||
| Q4 24 | 0.62× | 4.30× | ||
| Q3 24 | 1.40× | 1.47× | ||
| Q2 24 | 0.85× | -0.43× |
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
LRCX
| System | $3.4B | 63% |
| Customer Supportand Other | $2.0B | 37% |
OMC
暂无分部数据
