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泛林半导体（LRCX）与Raymond James Financial（RJF）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Raymond James Financial的1.5倍（$5.8B vs $3.9B），泛林半导体净利率更高（31.2% vs 14.1%，领先17.2%），泛林半导体同比增速更快（23.8% vs 13.0%），过去两年泛林半导体的营收复合增速更高（22.8% vs 1.3%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
LRCX vs RJF — 直观对比
营收规模更大
LRCX
是对方的1.5倍
$3.9B
营收增速更快
LRCX
高出10.8%
13.0%
净利率更高
LRCX
高出17.2%
14.1%
两年增速更快
LRCX
近两年复合增速
1.3%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.8B | $3.9B |
| 净利润 | $1.8B | $544.0M |
| 毛利率 | 49.8% | — |
| 营业利润率 | 35.0% | — |
| 净利率 | 31.2% | 14.1% |
| 营收同比 | 23.8% | 13.0% |
| 净利润同比 | 37.2% | 10.0% |
| 每股收益（稀释后） | $1.45 | $2.83 |
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LRCXRJF
| Q1 26 | $5.8B | $3.9B | ||
| Q4 25 | $5.3B | $4.2B | ||
| Q3 25 | $5.3B | $4.2B | ||
| Q2 25 | $5.2B | $3.8B | ||
| Q1 25 | $4.7B | $3.8B | ||
| Q4 24 | $4.4B | $4.0B | ||
| Q3 24 | $4.2B | $4.0B | ||
| Q2 24 | $3.9B | $3.8B |
净利润LRCXRJF
| Q1 26 | $1.8B | $544.0M | ||
| Q4 25 | $1.6B | $563.0M | ||
| Q3 25 | $1.6B | $604.0M | ||
| Q2 25 | $1.7B | $436.0M | ||
| Q1 25 | $1.3B | $495.0M | ||
| Q4 24 | $1.2B | $600.0M | ||
| Q3 24 | $1.1B | $602.0M | ||
| Q2 24 | $1.0B | $492.0M |
毛利率LRCXRJF
| Q1 26 | 49.8% | — | ||
| 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% | — |
营业利润率LRCXRJF
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.4% | — | ||
| Q2 25 | 33.7% | 14.7% | ||
| Q1 25 | 33.1% | 17.5% | ||
| Q4 24 | 30.5% | 18.6% | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 29.1% | 17.1% |
净利率LRCXRJF
| Q1 26 | 31.2% | 14.1% | ||
| Q4 25 | 29.8% | 13.5% | ||
| Q3 25 | 29.5% | 14.4% | ||
| Q2 25 | 33.3% | 11.3% | ||
| Q1 25 | 28.2% | 12.9% | ||
| Q4 24 | 27.2% | 14.9% | ||
| Q3 24 | 26.8% | 15.0% | ||
| Q2 24 | 26.4% | 13.1% |
每股收益（稀释后）LRCXRJF
| Q1 26 | $1.45 | $2.83 | ||
| Q4 25 | $1.26 | $2.79 | ||
| Q3 25 | $1.24 | $2.96 | ||
| Q2 25 | $1.34 | $2.12 | ||
| Q1 25 | $1.03 | $2.36 | ||
| Q4 24 | $0.92 | $2.86 | ||
| Q3 24 | $0.86 | $2.85 | ||
| Q2 24 | $7.78 | $2.31 |
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 | $4.8B | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $52.0M |
| 总资产 | $20.8B | $91.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LRCXRJF
| Q1 26 | $4.8B | $5.4B | ||
| Q4 25 | $6.2B | $9.9B | ||
| Q3 25 | $6.7B | $11.4B | ||
| Q2 25 | $6.4B | $9.2B | ||
| Q1 25 | $5.5B | $9.7B | ||
| Q4 24 | $5.7B | $10.0B | ||
| Q3 24 | $6.1B | $11.0B | ||
| Q2 24 | $5.8B | $9.1B |
总债务LRCXRJF
| Q1 26 | — | — | ||
| 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 | — |
股东权益LRCXRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $10.1B | $12.6B | ||
| Q3 25 | $10.2B | $12.5B | ||
| Q2 25 | $9.9B | $12.3B | ||
| Q1 25 | $9.5B | $12.2B | ||
| Q4 24 | $8.8B | $11.9B | ||
| Q3 24 | $8.5B | $11.7B | ||
| Q2 24 | $8.5B | $11.2B |
总资产LRCXRJF
| Q1 26 | $20.8B | $91.9B | ||
| Q4 25 | $21.4B | $88.8B | ||
| Q3 25 | $21.9B | $88.2B | ||
| Q2 25 | $21.3B | $84.8B | ||
| Q1 25 | $20.0B | $83.1B | ||
| Q4 24 | $19.8B | $82.3B | ||
| Q3 24 | $19.5B | $83.0B | ||
| Q2 24 | $18.7B | $80.6B |
负债/权益比LRCXRJF
| Q1 26 | — | — | ||
| 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× | — |
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 | $1.1B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 5.7% | — |
| 现金转化率经营现金流/净利润 | 0.63× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流LRCXRJF
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.5B | $-10.0M | ||
| Q3 25 | $1.8B | $796.0M | ||
| Q2 25 | $2.6B | $691.0M | ||
| Q1 25 | $1.3B | $117.0M | ||
| Q4 24 | $741.9M | $830.0M | ||
| Q3 24 | $1.6B | $510.0M | ||
| Q2 24 | $862.4M | $711.0M |
自由现金流LRCXRJF
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $-56.0M | ||
| Q3 25 | $1.6B | $752.0M | ||
| Q2 25 | $2.4B | $634.0M | ||
| Q1 25 | $1.0B | $71.0M | ||
| Q4 24 | $553.6M | $789.0M | ||
| Q3 24 | $1.5B | $460.0M | ||
| Q2 24 | $761.7M | $655.0M |
自由现金流率LRCXRJF
| Q1 26 | — | — | ||
| Q4 25 | 22.8% | -1.3% | ||
| Q3 25 | 29.9% | 17.9% | ||
| Q2 25 | 46.1% | 16.5% | ||
| Q1 25 | 21.6% | 1.8% | ||
| Q4 24 | 12.7% | 19.6% | ||
| Q3 24 | 35.0% | 11.5% | ||
| Q2 24 | 19.7% | 17.4% |
资本支出强度LRCXRJF
| Q1 26 | 5.7% | — | ||
| Q4 25 | 4.9% | 1.1% | ||
| Q3 25 | 3.5% | 1.1% | ||
| Q2 25 | 3.3% | 1.5% | ||
| Q1 25 | 6.1% | 1.2% | ||
| Q4 24 | 4.3% | 1.0% | ||
| Q3 24 | 2.7% | 1.2% | ||
| Q2 24 | 2.6% | 1.5% |
现金转化率LRCXRJF
| Q1 26 | 0.63× | — | ||
| Q4 25 | 0.93× | -0.02× | ||
| Q3 25 | 1.13× | 1.32× | ||
| Q2 25 | 1.48× | 1.58× | ||
| Q1 25 | 0.98× | 0.24× | ||
| Q4 24 | 0.62× | 1.38× | ||
| Q3 24 | 1.40× | 0.85× | ||
| Q2 24 | 0.85× | 1.45× |
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
暂无分部数据
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
