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Antero Midstream Corp（AM）与莱迪思半导体（LSCC）财务数据对比。点击上方公司名可切换其他公司
Antero Midstream Corp的季度营收约是莱迪思半导体的2.0倍（$291.1M vs $145.8M），Antero Midstream Corp净利率更高（41.5% vs -5.2%，领先46.7%），莱迪思半导体同比增速更快（9.3% vs -7.3%），Antero Midstream Corp自由现金流更多（$186.9M vs $44.0M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 3.9%）
Antero Midstream Corp是美国能源企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开采，核心业务涵盖油气勘探开发相关领域。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
AM vs LSCC — 直观对比
营收规模更大
AM
是对方的2.0倍
$145.8M
营收增速更快
LSCC
高出16.6%
-7.3%
净利率更高
AM
高出46.7%
-5.2%
自由现金流更多
AM
多$142.9M
$44.0M
两年增速更快
LSCC
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $145.8M |
| 净利润 | $120.7M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | 60.9% | 30.7% |
| 净利率 | 41.5% | -5.2% |
| 营收同比 | -7.3% | 9.3% |
| 净利润同比 | 2.1% | 14.6% |
| 每股收益（稀释后） | $0.25 | $-0.06 |
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AMLSCC
| Q1 26 | $291.1M | $145.8M | ||
| Q4 25 | $297.0M | — | ||
| Q3 25 | $294.8M | $133.3M | ||
| Q2 25 | $305.5M | $124.0M | ||
| Q1 25 | $291.1M | $120.2M | ||
| Q4 24 | $287.5M | $117.4M | ||
| Q3 24 | $269.9M | $127.1M | ||
| Q2 24 | $269.8M | $124.1M |
净利润AMLSCC
| Q1 26 | $120.7M | $-7.6M | ||
| Q4 25 | $51.9M | — | ||
| Q3 25 | $116.0M | $2.8M | ||
| Q2 25 | $124.5M | $2.9M | ||
| Q1 25 | $120.7M | $5.0M | ||
| Q4 24 | $111.2M | $16.5M | ||
| Q3 24 | $99.7M | $7.2M | ||
| Q2 24 | $86.0M | $22.6M |
毛利率AMLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 67.9% | ||
| Q2 25 | — | 68.4% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 61.1% | ||
| Q3 24 | — | 69.0% | ||
| Q2 24 | — | 68.3% |
营业利润率AMLSCC
| Q1 26 | 60.9% | 0.7% | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 61.2% | -1.2% | ||
| Q2 25 | 61.0% | 3.8% | ||
| Q1 25 | 60.9% | 5.8% | ||
| Q4 24 | 61.8% | -10.4% | ||
| Q3 24 | 60.2% | 5.9% | ||
| Q2 24 | 56.6% | 18.2% |
净利率AMLSCC
| Q1 26 | 41.5% | -5.2% | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 39.3% | 2.1% | ||
| Q2 25 | 40.8% | 2.3% | ||
| Q1 25 | 41.5% | 4.2% | ||
| Q4 24 | 38.7% | 14.1% | ||
| Q3 24 | 37.0% | 5.7% | ||
| Q2 24 | 31.9% | 18.2% |
每股收益（稀释后）AMLSCC
| Q1 26 | $0.25 | $-0.06 | ||
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.24 | $0.02 | ||
| Q2 25 | $0.26 | $0.02 | ||
| Q1 25 | $0.25 | $0.04 | ||
| Q4 24 | $0.23 | $0.12 | ||
| Q3 24 | $0.21 | $0.05 | ||
| Q2 24 | $0.18 | $0.16 |
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 | $180.4M | $133.9M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $714.1M |
| 总资产 | $5.9B | — |
| 负债/权益比越低杠杆越低 | 1.63× | — |
8季度趋势，按日历期对齐
现金及短期投资AMLSCC
| Q1 26 | $180.4M | $133.9M | ||
| Q4 25 | $180.4M | — | ||
| Q3 25 | — | $117.9M | ||
| Q2 25 | — | $107.2M | ||
| Q1 25 | — | $127.6M | ||
| Q4 24 | — | $136.3M | ||
| Q3 24 | — | $124.3M | ||
| Q2 24 | — | $109.2M |
总债务AMLSCC
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
股东权益AMLSCC
| Q1 26 | $2.0B | $714.1M | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $706.4M | ||
| Q2 25 | $2.1B | $687.0M | ||
| Q1 25 | $2.1B | $707.9M | ||
| Q4 24 | $2.1B | $710.9M | ||
| Q3 24 | $2.1B | $703.5M | ||
| Q2 24 | $2.1B | $698.8M |
总资产AMLSCC
| Q1 26 | $5.9B | $883.1M | ||
| Q4 25 | $5.9B | — | ||
| Q3 25 | $5.7B | $844.4M | ||
| Q2 25 | $5.7B | $808.6M | ||
| Q1 25 | $5.8B | $823.6M | ||
| Q4 24 | $5.8B | $843.9M | ||
| Q3 24 | $5.8B | $853.7M | ||
| Q2 24 | $5.8B | $827.5M |
负债/权益比AMLSCC
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.50× | — |
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 | $198.9M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $186.9M | $44.0M |
| 自由现金流率自由现金流/营收 | 64.2% | 30.2% |
| 资本支出强度资本支出/营收 | 11.1% | — |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | — | $153.3M |
8季度趋势，按日历期对齐
经营现金流AMLSCC
| Q1 26 | $198.9M | $57.6M | ||
| Q4 25 | $255.5M | — | ||
| Q3 25 | $212.8M | $47.1M | ||
| Q2 25 | $265.2M | $38.5M | ||
| Q1 25 | $198.9M | $31.9M | ||
| Q4 24 | $232.7M | $45.4M | ||
| Q3 24 | $184.9M | $44.0M | ||
| Q2 24 | $215.8M | $21.9M |
自由现金流AMLSCC
| Q1 26 | $186.9M | $44.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $31.3M | ||
| Q1 25 | — | $23.3M | ||
| Q4 24 | — | $39.7M | ||
| Q3 24 | $184.3M | $39.4M | ||
| Q2 24 | $147.2M | $14.8M |
自由现金流率AMLSCC
| Q1 26 | 64.2% | 30.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 25.5% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 19.4% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | 68.3% | 31.0% | ||
| Q2 24 | 54.6% | 11.9% |
资本支出强度AMLSCC
| Q1 26 | 11.1% | 9.3% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | 0.0% | 4.9% | ||
| Q3 24 | 0.2% | 3.7% | ||
| Q2 24 | 25.4% | 5.8% |
现金转化率AMLSCC
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | — | ||
| Q3 25 | 1.84× | 16.86× | ||
| Q2 25 | 2.13× | 13.23× | ||
| Q1 25 | 1.65× | 6.35× | ||
| Q4 24 | 2.09× | 2.75× | ||
| Q3 24 | 1.85× | 6.12× | ||
| Q2 24 | 2.51× | 0.97× |
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
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
LSCC
暂无分部数据
