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泛林半导体（LRCX）与泛美白银（PAAS）财务数据对比。点击上方公司名可切换其他公司
泛林半导体的季度营收约是泛美白银的1.9倍（$5.3B vs $2.8B）
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。
泛美白银是一家总部位于加拿大的知名矿业企业，业务主要布局于拉丁美洲地区，目前在墨西哥、秘鲁、玻利维亚、阿根廷等国持有多座在产矿山，同时运营多个待开发矿业项目，是全球白银矿业领域的重要参与者。
LRCX vs PAAS — 直观对比
营收规模更大
LRCX
是对方的1.9倍
$2.8B
损益表 — Q2 FY2026 vs Q3 FY2022
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $2.8B |
| 净利润 | $1.6B | — |
| 毛利率 | 49.6% | 27.0% |
| 营业利润率 | 33.9% | — |
| 净利率 | 29.8% | — |
| 营收同比 | 22.1% | — |
| 净利润同比 | 33.8% | — |
| 每股收益（稀释后） | $1.26 | $-1.05 |
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LRCXPAAS
| Q4 25 | $5.3B | — | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.7B | — | ||
| Q4 24 | $4.4B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $3.8B | — |
净利润LRCXPAAS
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $965.8M | — |
毛利率LRCXPAAS
| Q4 25 | 49.6% | — | ||
| Q3 25 | 50.4% | — | ||
| Q2 25 | 50.1% | — | ||
| Q1 25 | 49.0% | — | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 48.0% | — | ||
| Q2 24 | 47.5% | — | ||
| Q1 24 | 47.5% | — |
营业利润率LRCXPAAS
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.4% | — | ||
| Q2 25 | 33.7% | — | ||
| Q1 25 | 33.1% | — | ||
| Q4 24 | 30.5% | — | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 29.1% | — | ||
| Q1 24 | 27.9% | — |
净利率LRCXPAAS
| Q4 25 | 29.8% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 28.2% | — | ||
| Q4 24 | 27.2% | — | ||
| Q3 24 | 26.8% | — | ||
| Q2 24 | 26.4% | — | ||
| Q1 24 | 25.5% | — |
每股收益（稀释后）LRCXPAAS
| Q4 25 | $1.26 | — | ||
| Q3 25 | $1.24 | — | ||
| Q2 25 | $1.34 | — | ||
| Q1 25 | $1.03 | — | ||
| Q4 24 | $0.92 | — | ||
| Q3 24 | $0.86 | — | ||
| Q2 24 | $7.78 | — | ||
| Q1 24 | $7.34 | — |
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LRCXPAAS
| 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 | — | ||
| Q1 24 | $5.7B | — |
总债务LRCXPAAS
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $4.5B | — | ||
| Q1 24 | $4.5B | — |
股东权益LRCXPAAS
| Q4 25 | $10.1B | — | ||
| Q3 25 | $10.2B | — | ||
| Q2 25 | $9.9B | — | ||
| Q1 25 | $9.5B | — | ||
| Q4 24 | $8.8B | — | ||
| Q3 24 | $8.5B | — | ||
| Q2 24 | $8.5B | — | ||
| Q1 24 | $8.0B | — |
总资产LRCXPAAS
| Q4 25 | $21.4B | — | ||
| Q3 25 | $21.9B | — | ||
| Q2 25 | $21.3B | — | ||
| Q1 25 | $20.0B | — | ||
| Q4 24 | $19.8B | — | ||
| Q3 24 | $19.5B | — | ||
| Q2 24 | $18.7B | — | ||
| Q1 24 | $18.3B | — |
负债/权益比LRCXPAAS
| Q4 25 | 0.37× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 0.39× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.52× | — | ||
| Q1 24 | 0.56× | — |
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LRCXPAAS
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $741.9M | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $862.4M | — | ||
| Q1 24 | $1.4B | — |
自由现金流LRCXPAAS
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $553.6M | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $761.7M | — | ||
| Q1 24 | $1.3B | — |
自由现金流率LRCXPAAS
| Q4 25 | 22.8% | — | ||
| Q3 25 | 29.9% | — | ||
| Q2 25 | 46.1% | — | ||
| Q1 25 | 21.6% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 19.7% | — | ||
| Q1 24 | 33.8% | — |
资本支出强度LRCXPAAS
| Q4 25 | 4.9% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | 2.7% | — |
现金转化率LRCXPAAS
| Q4 25 | 0.93× | — | ||
| Q3 25 | 1.13× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.62× | — | ||
| Q3 24 | 1.40× | — | ||
| Q2 24 | 0.85× | — | ||
| Q1 24 | 1.43× | — |
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% |
PAAS
暂无分部数据
