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Aclaris Therapeutics, Inc.（ACRS）与SemiLEDs Corp（LEDS）财务数据对比。点击上方公司名可切换其他公司
SemiLEDs Corp的季度营收约是Aclaris Therapeutics, Inc.的2.0倍（$2.6M vs $1.3M），SemiLEDs Corp同比增速更快（103.7% vs -85.9%），SemiLEDs Corp自由现金流更多（$331.0K vs $-47.2M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -26.5%）
Aclaris Therapeutics是一家处于临床阶段的生物制药企业，专注于研发针对免疫疾病、炎症性疾病和皮肤病的创新靶向疗法，核心管线覆盖斑秃、白癜风等未满足临床需求领域，致力于为全球相关患者提供新型治疗选择。
该企业是涵盖电子设计与制造供应链相关企业的行业协会，为半导体、光伏板、发光二极管、平板显示器、微机电系统、印刷柔性电子及相关微纳米技术领域的制造提供设备、材料与服务支持。
ACRS vs LEDS — 直观对比
营收规模更大
LEDS
是对方的2.0倍
$1.3M
营收增速更快
LEDS
高出189.7%
-85.9%
自由现金流更多
LEDS
多$47.6M
$-47.2M
两年增速更快
LEDS
近两年复合增速
-26.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3M | $2.6M |
| 净利润 | — | $-742.0K |
| 毛利率 | 58.9% | 0.7% |
| 营业利润率 | — | -39.4% |
| 净利率 | — | -28.9% |
| 营收同比 | -85.9% | 103.7% |
| 净利润同比 | 79.5% | -35.6% |
| 每股收益（稀释后） | — | $-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ACRSLEDS
| Q4 25 | $1.3M | $2.6M | ||
| Q3 25 | $3.3M | $13.2M | ||
| Q2 25 | $1.8M | $17.7M | ||
| Q1 25 | $1.5M | $10.9M | ||
| Q4 24 | $9.2M | $1.3M | ||
| Q3 24 | $4.3M | $1.3M | ||
| Q2 24 | $2.8M | $1.3M | ||
| Q1 24 | $2.4M | $886.0K |
净利润ACRSLEDS
| Q4 25 | — | $-742.0K | ||
| Q3 25 | $-14.6M | $-1.2M | ||
| Q2 25 | $-15.4M | $223.0K | ||
| Q1 25 | $-15.1M | $388.0K | ||
| Q4 24 | $-96.6M | $-547.0K | ||
| Q3 24 | $-7.6M | — | ||
| Q2 24 | $-11.0M | $-319.0K | ||
| Q1 24 | $-16.9M | $-559.0K |
毛利率ACRSLEDS
| Q4 25 | 58.9% | 0.7% | ||
| Q3 25 | 83.7% | 1.7% | ||
| Q2 25 | 71.0% | 5.3% | ||
| Q1 25 | 65.2% | 9.2% | ||
| Q4 24 | 92.3% | 20.6% | ||
| Q3 24 | 85.0% | 11.6% | ||
| Q2 24 | 77.4% | 41.0% | ||
| Q1 24 | 66.3% | 12.6% |
营业利润率ACRSLEDS
| Q4 25 | — | -39.4% | ||
| Q3 25 | -519.8% | -9.0% | ||
| Q2 25 | -1035.9% | -0.4% | ||
| Q1 25 | -1242.9% | 1.0% | ||
| Q4 24 | -1082.3% | -52.1% | ||
| Q3 24 | -240.9% | — | ||
| Q2 24 | -464.7% | -35.8% | ||
| Q1 24 | -789.4% | -93.9% |
净利率ACRSLEDS
| Q4 25 | — | -28.9% | ||
| Q3 25 | -443.0% | -9.0% | ||
| Q2 25 | -868.3% | 1.3% | ||
| Q1 25 | -1036.8% | 3.6% | ||
| Q4 24 | -1048.3% | -43.4% | ||
| Q3 24 | -174.6% | — | ||
| Q2 24 | -397.2% | -24.1% | ||
| Q1 24 | -706.5% | -63.1% |
每股收益（稀释后）ACRSLEDS
| Q4 25 | — | $-0.09 | ||
| Q3 25 | $-0.12 | $-0.15 | ||
| Q2 25 | $-0.13 | $0.03 | ||
| Q1 25 | $-0.12 | $0.05 | ||
| Q4 24 | $-1.21 | $-0.08 | ||
| Q3 24 | $-0.11 | — | ||
| Q2 24 | $-0.15 | $-0.04 | ||
| Q1 24 | $-0.24 | $-0.11 |
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 | $20.0M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $103.1M | $2.1M |
| 总资产 | $160.5M | $14.2M |
| 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ACRSLEDS
| Q4 25 | $20.0M | $2.9M | ||
| Q3 25 | $25.3M | $2.6M | ||
| Q2 25 | $25.4M | $2.4M | ||
| Q1 25 | $30.4M | $2.4M | ||
| Q4 24 | $24.6M | $1.2M | ||
| Q3 24 | $47.7M | $1.7M | ||
| Q2 24 | $22.8M | $1.7M | ||
| Q1 24 | $35.8M | $1.6M |
总债务ACRSLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACRSLEDS
| Q4 25 | $103.1M | $2.1M | ||
| Q3 25 | $120.1M | $2.8M | ||
| Q2 25 | $131.7M | $4.0M | ||
| Q1 25 | $144.1M | $3.6M | ||
| Q4 24 | $155.6M | $1.6M | ||
| Q3 24 | $130.2M | $2.2M | ||
| Q2 24 | $133.8M | $2.7M | ||
| Q1 24 | $142.0M | $3.0M |
总资产ACRSLEDS
| Q4 25 | $160.5M | $14.2M | ||
| Q3 25 | $175.5M | $15.6M | ||
| Q2 25 | $189.1M | $23.2M | ||
| Q1 25 | $198.1M | $23.2M | ||
| Q4 24 | $220.3M | $10.4M | ||
| Q3 24 | $182.4M | $11.1M | ||
| Q2 24 | $161.1M | $11.5M | ||
| Q1 24 | $174.1M | $12.0M |
负债/权益比ACRSLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-47.1M | $361.0K |
| 自由现金流经营现金流 - 资本支出 | $-47.2M | $331.0K |
| 自由现金流率自由现金流/营收 | -3646.6% | 12.9% |
| 资本支出强度资本支出/营收 | 8.6% | 1.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-81.3M | — |
8季度趋势，按日历期对齐
经营现金流ACRSLEDS
| Q4 25 | $-47.1M | $361.0K | ||
| Q3 25 | $-10.9M | — | ||
| Q2 25 | $-10.0M | $693.0K | ||
| Q1 25 | $-13.1M | $1.4M | ||
| Q4 24 | $-8.9M | $-158.0K | ||
| Q3 24 | $22.0M | — | ||
| Q2 24 | $-12.3M | $109.0K | ||
| Q1 24 | $-20.8M | $-600.0K |
自由现金流ACRSLEDS
| Q4 25 | $-47.2M | $331.0K | ||
| Q3 25 | $-11.0M | — | ||
| Q2 25 | $-10.0M | $383.0K | ||
| Q1 25 | $-13.1M | $1.3M | ||
| Q4 24 | — | $-276.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | $-12.3M | $98.0K | ||
| Q1 24 | $-20.9M | $-619.0K |
自由现金流率ACRSLEDS
| Q4 25 | -3646.6% | 12.9% | ||
| Q3 25 | -332.1% | — | ||
| Q2 25 | -563.5% | 2.2% | ||
| Q1 25 | -900.3% | 11.8% | ||
| Q4 24 | — | -21.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | -446.0% | 7.4% | ||
| Q1 24 | -873.6% | -69.9% |
资本支出强度ACRSLEDS
| Q4 25 | 8.6% | 1.2% | ||
| Q3 25 | 0.7% | 0.2% | ||
| Q2 25 | 1.2% | 1.8% | ||
| Q1 25 | 3.0% | 1.1% | ||
| Q4 24 | 0.0% | 9.4% | ||
| Q3 24 | 0.0% | 9.3% | ||
| Q2 24 | 0.5% | 0.8% | ||
| Q1 24 | 5.6% | 2.1% |
现金转化率ACRSLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.11× | ||
| Q1 25 | — | 3.62× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
