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ALLURION TECHNOLOGIES, INC.（ALUR）与SemiLEDs Corp（LEDS）财务数据对比。点击上方公司名可切换其他公司
ALLURION TECHNOLOGIES, INC.的季度营收约是SemiLEDs Corp的1.4倍（$3.6M vs $2.6M），SemiLEDs Corp净利率更高（-28.9% vs -167.0%，领先138.2%），SemiLEDs Corp同比增速更快（103.7% vs -35.4%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -38.0%）
罗宾逊科技是一家日本电子游戏开发商，由塞思·罗宾逊创立。该公司开发了《赤龙传说》、《行星：太空探索》等BBS门户游戏，还与Hamumu Software合作开发了实验性多人创意沙盒游戏《成长国度》，该作于2013年在iOS、安卓、Windows和macOS平台推出。
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。
ALUR vs LEDS — 直观对比
营收规模更大
ALUR
是对方的1.4倍
$2.6M
营收增速更快
LEDS
高出139.1%
-35.4%
净利率更高
LEDS
高出138.2%
-167.0%
两年增速更快
LEDS
近两年复合增速
-38.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.6M | $2.6M |
| 净利润 | $-6.0M | $-742.0K |
| 毛利率 | 44.5% | 0.7% |
| 营业利润率 | -174.2% | -39.4% |
| 净利率 | -167.0% | -28.9% |
| 营收同比 | -35.4% | 103.7% |
| 净利润同比 | 37.2% | -35.6% |
| 每股收益（稀释后） | $-0.69 | $-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ALURLEDS
| Q4 25 | $3.6M | $2.6M | ||
| Q3 25 | $2.7M | $13.2M | ||
| Q2 25 | $3.4M | $17.7M | ||
| Q1 25 | $5.6M | $10.9M | ||
| Q4 24 | $5.6M | $1.3M | ||
| Q3 24 | $5.4M | $1.3M | ||
| Q2 24 | $11.8M | $1.3M | ||
| Q1 24 | $9.4M | $886.0K |
净利润ALURLEDS
| Q4 25 | $-6.0M | $-742.0K | ||
| Q3 25 | $-11.9M | $-1.2M | ||
| Q2 25 | $-9.3M | $223.0K | ||
| Q1 25 | $-1.5M | $388.0K | ||
| Q4 24 | $-9.6M | $-547.0K | ||
| Q3 24 | $8.7M | — | ||
| Q2 24 | $-8.3M | $-319.0K | ||
| Q1 24 | $2.0M | $-559.0K |
毛利率ALURLEDS
| Q4 25 | 44.5% | 0.7% | ||
| Q3 25 | 49.1% | 1.7% | ||
| Q2 25 | 73.9% | 5.3% | ||
| Q1 25 | 74.6% | 9.2% | ||
| Q4 24 | 45.3% | 20.6% | ||
| Q3 24 | 58.0% | 11.6% | ||
| Q2 24 | 76.4% | 41.0% | ||
| Q1 24 | 73.2% | 12.6% |
营业利润率ALURLEDS
| Q4 25 | -174.2% | -39.4% | ||
| Q3 25 | -362.3% | -9.0% | ||
| Q2 25 | -205.7% | -0.4% | ||
| Q1 25 | -130.5% | 1.0% | ||
| Q4 24 | -306.2% | -52.1% | ||
| Q3 24 | -229.9% | — | ||
| Q2 24 | -79.4% | -35.8% | ||
| Q1 24 | -121.4% | -93.9% |
净利率ALURLEDS
| Q4 25 | -167.0% | -28.9% | ||
| Q3 25 | -447.1% | -9.0% | ||
| Q2 25 | -276.3% | 1.3% | ||
| Q1 25 | -26.9% | 3.6% | ||
| Q4 24 | -171.8% | -43.4% | ||
| Q3 24 | 162.8% | — | ||
| Q2 24 | -70.7% | -24.1% | ||
| Q1 24 | 21.3% | -63.1% |
每股收益（稀释后）ALURLEDS
| Q4 25 | $-0.69 | $-0.09 | ||
| Q3 25 | $-1.53 | $-0.15 | ||
| Q2 25 | $-1.28 | $0.03 | ||
| Q1 25 | $-0.31 | $0.05 | ||
| Q4 24 | $-3.22 | $-0.08 | ||
| Q3 24 | $3.40 | — | ||
| Q2 24 | $-4.34 | $-0.04 | ||
| Q1 24 | $0.96 | $-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 | $5.4M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-77.2M | $2.1M |
| 总资产 | $15.8M | $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ALURLEDS
| Q4 25 | $5.4M | $2.9M | ||
| Q3 25 | $6.1M | $2.6M | ||
| Q2 25 | $12.7M | $2.4M | ||
| Q1 25 | $20.4M | $2.4M | ||
| Q4 24 | $15.4M | $1.2M | ||
| Q3 24 | $28.7M | $1.7M | ||
| Q2 24 | $19.3M | $1.7M | ||
| Q1 24 | $29.7M | $1.6M |
总债务ALURLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ALURLEDS
| Q4 25 | $-77.2M | $2.1M | ||
| Q3 25 | $-82.9M | $2.8M | ||
| Q2 25 | $-64.0M | $4.0M | ||
| Q1 25 | $-69.8M | $3.6M | ||
| Q4 24 | $-78.0M | $1.6M | ||
| Q3 24 | $-64.8M | $2.2M | ||
| Q2 24 | $-70.6M | $2.7M | ||
| Q1 24 | $-66.2M | $3.0M |
总资产ALURLEDS
| Q4 25 | $15.8M | $14.2M | ||
| Q3 25 | $18.1M | $15.6M | ||
| Q2 25 | $28.2M | $23.2M | ||
| Q1 25 | $38.4M | $23.2M | ||
| Q4 24 | $32.8M | $10.4M | ||
| Q3 24 | $50.7M | $11.1M | ||
| Q2 24 | $46.5M | $11.5M | ||
| Q1 24 | $60.0M | $12.0M |
负债/权益比ALURLEDS
| 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 | $-5.3M | $361.0K |
| 自由现金流经营现金流 - 资本支出 | — | $331.0K |
| 自由现金流率自由现金流/营收 | — | 12.9% |
| 资本支出强度资本支出/营收 | — | 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ALURLEDS
| Q4 25 | $-5.3M | $361.0K | ||
| Q3 25 | $-6.5M | — | ||
| Q2 25 | $-7.6M | $693.0K | ||
| Q1 25 | $-9.5M | $1.4M | ||
| Q4 24 | $-13.3M | $-158.0K | ||
| Q3 24 | $-11.5M | — | ||
| Q2 24 | $-8.9M | $109.0K | ||
| Q1 24 | $-8.6M | $-600.0K |
自由现金流ALURLEDS
| Q4 25 | — | $331.0K | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $383.0K | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $-276.0K | ||
| Q3 24 | $-11.5M | — | ||
| Q2 24 | $-9.4M | $98.0K | ||
| Q1 24 | $-8.7M | $-619.0K |
自由现金流率ALURLEDS
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | -21.9% | ||
| Q3 24 | -214.9% | — | ||
| Q2 24 | -79.6% | 7.4% | ||
| Q1 24 | -93.1% | -69.9% |
资本支出强度ALURLEDS
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 0.0% | 9.4% | ||
| Q3 24 | 1.3% | 9.3% | ||
| Q2 24 | 3.7% | 0.8% | ||
| Q1 24 | 1.1% | 2.1% |
现金转化率ALURLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.11× | ||
| Q1 25 | — | 3.62× | ||
| Q4 24 | — | — | ||
| Q3 24 | -1.31× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -4.33× | — |
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
ALUR
| ES | $2.2M | 60% |
| Other | $1.5M | 40% |
LEDS
暂无分部数据
