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Aeluma, Inc.（ALMU）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Aeluma, Inc.的2.0倍（$2.6M vs $1.3M），SemiLEDs Corp净利率更高（-28.9% vs -145.7%，领先116.8%），SemiLEDs Corp同比增速更快（103.7% vs -21.1%），SemiLEDs Corp自由现金流更多（$331.0K vs $-282.0K）
Aeluma, Inc.是一家总部位于美国的科技企业，专注于高性能光电组件及半导体产品的设计、研发与生产，核心产品包括光子传感器、激光二极管等，主要为激光雷达、5G/6G通信、工业传感、汽车领域的客户提供相关解决方案。
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。
ALMU 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124.8%
-21.1%
净利率更高
LEDS
高出116.8%
-145.7%
自由现金流更多
LEDS
多$613.0K
$-282.0K
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3M | $2.6M |
| 净利润 | $-1.9M | $-742.0K |
| 毛利率 | 27.8% | 0.7% |
| 营业利润率 | -163.6% | -39.4% |
| 净利率 | -145.7% | -28.9% |
| 营收同比 | -21.1% | 103.7% |
| 净利润同比 | 36.0% | -35.6% |
| 每股收益（稀释后） | $-0.11 | $-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ALMULEDS
| Q4 25 | $1.3M | $2.6M | ||
| Q3 25 | $1.4M | $13.2M | ||
| Q2 25 | — | $17.7M | ||
| Q1 25 | — | $10.9M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | — | $1.3M | ||
| Q2 24 | — | $1.3M | ||
| Q1 24 | — | $886.0K |
净利润ALMULEDS
| Q4 25 | $-1.9M | $-742.0K | ||
| Q3 25 | $-1.5M | $-1.2M | ||
| Q2 25 | — | $223.0K | ||
| Q1 25 | — | $388.0K | ||
| Q4 24 | — | $-547.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-319.0K | ||
| Q1 24 | — | $-559.0K |
毛利率ALMULEDS
| Q4 25 | 27.8% | 0.7% | ||
| Q3 25 | 49.4% | 1.7% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | 20.6% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | — | 41.0% | ||
| Q1 24 | — | 12.6% |
营业利润率ALMULEDS
| Q4 25 | -163.6% | -39.4% | ||
| Q3 25 | -116.1% | -9.0% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | -52.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -35.8% | ||
| Q1 24 | — | -93.9% |
净利率ALMULEDS
| Q4 25 | -145.7% | -28.9% | ||
| Q3 25 | -107.8% | -9.0% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | -43.4% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -24.1% | ||
| Q1 24 | — | -63.1% |
每股收益（稀释后）ALMULEDS
| Q4 25 | $-0.11 | $-0.09 | ||
| Q3 25 | $-0.09 | $-0.15 | ||
| Q2 25 | — | $0.03 | ||
| Q1 25 | — | $0.05 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-0.04 | ||
| Q1 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 | $38.6M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.8M | $2.1M |
| 总资产 | $42.6M | $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ALMULEDS
| Q4 25 | $38.6M | $2.9M | ||
| Q3 25 | $25.9M | $2.6M | ||
| Q2 25 | — | $2.4M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | — | $1.7M | ||
| Q1 24 | — | $1.6M |
总债务ALMULEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ALMULEDS
| Q4 25 | $40.8M | $2.1M | ||
| Q3 25 | $40.9M | $2.8M | ||
| Q2 25 | — | $4.0M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | — | $1.6M | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $2.7M | ||
| Q1 24 | — | $3.0M |
总资产ALMULEDS
| Q4 25 | $42.6M | $14.2M | ||
| Q3 25 | $42.7M | $15.6M | ||
| Q2 25 | — | $23.2M | ||
| Q1 25 | — | $23.2M | ||
| Q4 24 | — | $10.4M | ||
| Q3 24 | — | $11.1M | ||
| Q2 24 | — | $11.5M | ||
| Q1 24 | — | $12.0M |
负债/权益比ALMULEDS
| 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 | $-251.0K | $361.0K |
| 自由现金流经营现金流 - 资本支出 | $-282.0K | $331.0K |
| 自由现金流率自由现金流/营收 | -22.2% | 12.9% |
| 资本支出强度资本支出/营收 | 2.4% | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ALMULEDS
| Q4 25 | $-251.0K | $361.0K | ||
| Q3 25 | $-815.0K | — | ||
| Q2 25 | — | $693.0K | ||
| Q1 25 | — | $1.4M | ||
| Q4 24 | — | $-158.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $109.0K | ||
| Q1 24 | — | $-600.0K |
自由现金流ALMULEDS
| Q4 25 | $-282.0K | $331.0K | ||
| Q3 25 | $-1.0M | — | ||
| Q2 25 | — | $383.0K | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $-276.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $98.0K | ||
| Q1 24 | — | $-619.0K |
自由现金流率ALMULEDS
| Q4 25 | -22.2% | 12.9% | ||
| Q3 25 | -74.0% | — | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | -21.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | -69.9% |
资本支出强度ALMULEDS
| Q4 25 | 2.4% | 1.2% | ||
| Q3 25 | 15.2% | 0.2% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 2.1% |
现金转化率ALMULEDS
| 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
