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Alset Inc.（AEI）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Alset Inc.的2.0倍（$2.6M vs $1.3M），SemiLEDs Corp同比增速更快（103.7% vs -85.4%），SemiLEDs Corp自由现金流更多（$331.0K vs $-6.1M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -53.7%）
Alset Inc.旗下的Alset Global GmbH是一家总部位于奥地利格拉茨的科技工程企业，专注研发基于氢能源的清洁出行解决方案。该企业核心产品为混氢内燃机，可单独使用纯汽油、纯氢气，也可混合两种燃料驱动，为传统汽油内燃机提供了清洁可持续的替代方案，助力满足严苛的新型排放要求。
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。
AEI 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189.1%
-85.4%
自由现金流更多
LEDS
多$6.4M
$-6.1M
两年增速更快
LEDS
近两年复合增速
-53.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3M | $2.6M |
| 净利润 | — | $-742.0K |
| 毛利率 | 35.2% | 0.7% |
| 营业利润率 | — | -39.4% |
| 净利率 | — | -28.9% |
| 营收同比 | -85.4% | 103.7% |
| 净利润同比 | -1491.5% | -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AEILEDS
| Q4 25 | $1.3M | $2.6M | ||
| Q3 25 | $998.8K | $13.2M | ||
| Q2 25 | $1.1M | $17.7M | ||
| Q1 25 | $1.1M | $10.9M | ||
| Q4 24 | $8.9M | $1.3M | ||
| Q3 24 | $5.0M | $1.3M | ||
| Q2 24 | $1.1M | $1.3M | ||
| Q1 24 | $6.1M | $886.0K |
净利润AEILEDS
| Q4 25 | — | $-742.0K | ||
| Q3 25 | $1.5M | $-1.2M | ||
| Q2 25 | $-8.2M | $223.0K | ||
| Q1 25 | $-8.3M | $388.0K | ||
| Q4 24 | $2.3M | $-547.0K | ||
| Q3 24 | $1.7M | — | ||
| Q2 24 | $-1.2M | $-319.0K | ||
| Q1 24 | $-6.8M | $-559.0K |
毛利率AEILEDS
| Q4 25 | 35.2% | 0.7% | ||
| Q3 25 | 24.3% | 1.7% | ||
| Q2 25 | 23.3% | 5.3% | ||
| Q1 25 | 27.2% | 9.2% | ||
| Q4 24 | 51.4% | 20.6% | ||
| Q3 24 | 40.5% | 11.6% | ||
| Q2 24 | 26.4% | 41.0% | ||
| Q1 24 | 23.5% | 12.6% |
营业利润率AEILEDS
| Q4 25 | — | -39.4% | ||
| Q3 25 | -258.2% | -9.0% | ||
| Q2 25 | -250.7% | -0.4% | ||
| Q1 25 | -368.1% | 1.0% | ||
| Q4 24 | 21.5% | -52.1% | ||
| Q3 24 | -19.4% | — | ||
| Q2 24 | -249.3% | -35.8% | ||
| Q1 24 | -37.2% | -93.9% |
净利率AEILEDS
| Q4 25 | — | -28.9% | ||
| Q3 25 | 151.4% | -9.0% | ||
| Q2 25 | -748.1% | 1.3% | ||
| Q1 25 | -780.1% | 3.6% | ||
| Q4 24 | 26.0% | -43.4% | ||
| Q3 24 | 34.6% | — | ||
| Q2 24 | -109.9% | -24.1% | ||
| Q1 24 | -111.2% | -63.1% |
每股收益（稀释后）AEILEDS
| Q4 25 | — | $-0.09 | ||
| Q3 25 | $0.05 | $-0.15 | ||
| Q2 25 | $-0.71 | $0.03 | ||
| Q1 25 | $-0.78 | $0.05 | ||
| Q4 24 | $0.24 | $-0.08 | ||
| Q3 24 | $0.19 | — | ||
| Q2 24 | $-0.13 | $-0.04 | ||
| Q1 24 | $-0.73 | $-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 | $25.2M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $121.1M | $2.1M |
| 总资产 | $136.6M | $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AEILEDS
| Q4 25 | $25.2M | $2.9M | ||
| Q3 25 | $25.5M | $2.6M | ||
| Q2 25 | $25.6M | $2.4M | ||
| Q1 25 | $25.2M | $2.4M | ||
| Q4 24 | $27.2M | $1.2M | ||
| Q3 24 | $16.7M | $1.7M | ||
| Q2 24 | $18.9M | $1.7M | ||
| Q1 24 | $23.7M | $1.6M |
总债务AEILEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | $116.5K | — | ||
| Q4 24 | $123.1K | — | ||
| Q3 24 | $137.9K | $3.7M | ||
| Q2 24 | $137.8K | — | ||
| Q1 24 | $145.8K | — |
股东权益AEILEDS
| Q4 25 | $121.1M | $2.1M | ||
| Q3 25 | $155.7M | $2.8M | ||
| Q2 25 | $72.8M | $4.0M | ||
| Q1 25 | $76.4M | $3.6M | ||
| Q4 24 | $81.3M | $1.6M | ||
| Q3 24 | $84.2M | $2.2M | ||
| Q2 24 | $79.4M | $2.7M | ||
| Q1 24 | $81.7M | $3.0M |
总资产AEILEDS
| Q4 25 | $136.6M | $14.2M | ||
| Q3 25 | $169.1M | $15.6M | ||
| Q2 25 | $86.0M | $23.2M | ||
| Q1 25 | $90.5M | $23.2M | ||
| Q4 24 | $96.8M | $10.4M | ||
| Q3 24 | $98.8M | $11.1M | ||
| Q2 24 | $93.5M | $11.5M | ||
| Q1 24 | $96.7M | $12.0M |
负债/权益比AEILEDS
| Q4 25 | — | — | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | 1.69× | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $-5.9M | $361.0K |
| 自由现金流经营现金流 - 资本支出 | $-6.1M | $331.0K |
| 自由现金流率自由现金流/营收 | -467.7% | 12.9% |
| 资本支出强度资本支出/营收 | 13.4% | 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 | $-11.8M | — |
8季度趋势，按日历期对齐
经营现金流AEILEDS
| Q4 25 | $-5.9M | $361.0K | ||
| Q3 25 | $883.4K | — | ||
| Q2 25 | $-2.6M | $693.0K | ||
| Q1 25 | $-3.8M | $1.4M | ||
| Q4 24 | $5.2M | $-158.0K | ||
| Q3 24 | $-2.9M | — | ||
| Q2 24 | $-4.4M | $109.0K | ||
| Q1 24 | $-1.5M | $-600.0K |
自由现金流AEILEDS
| Q4 25 | $-6.1M | $331.0K | ||
| Q3 25 | $822.4K | — | ||
| Q2 25 | $-2.7M | $383.0K | ||
| Q1 25 | $-3.8M | $1.3M | ||
| Q4 24 | $5.1M | $-276.0K | ||
| Q3 24 | $-2.9M | — | ||
| Q2 24 | $-4.4M | $98.0K | ||
| Q1 24 | $-1.5M | $-619.0K |
自由现金流率AEILEDS
| Q4 25 | -467.7% | 12.9% | ||
| Q3 25 | 82.3% | — | ||
| Q2 25 | -245.9% | 2.2% | ||
| Q1 25 | -357.3% | 11.8% | ||
| Q4 24 | 56.5% | -21.9% | ||
| Q3 24 | -58.2% | — | ||
| Q2 24 | -392.3% | 7.4% | ||
| Q1 24 | -24.8% | -69.9% |
资本支出强度AEILEDS
| Q4 25 | 13.4% | 1.2% | ||
| Q3 25 | 6.1% | 0.2% | ||
| Q2 25 | 7.6% | 1.8% | ||
| Q1 25 | 5.7% | 1.1% | ||
| Q4 24 | 1.1% | 9.4% | ||
| Q3 24 | 0.6% | 9.3% | ||
| Q2 24 | 3.0% | 0.8% | ||
| Q1 24 | 0.0% | 2.1% |
现金转化率AEILEDS
| Q4 25 | — | — | ||
| Q3 25 | 0.58× | — | ||
| Q2 25 | — | 3.11× | ||
| Q1 25 | — | 3.62× | ||
| Q4 24 | 2.22× | — | ||
| Q3 24 | -1.66× | — | ||
| 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
