vs
AMERISAFE INC（AMSF）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
莱迪思半导体的季度营收约是AMERISAFE INC的1.8倍（$145.8M vs $80.1M），AMERISAFE INC净利率更高（10.2% vs -5.2%，领先15.4%），AMERISAFE INC同比增速更快（10.3% vs 9.3%），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 2.8%）
AMERISAFE Inc.是一家专业工伤保险服务商，核心经营市场为美国，覆盖本土49个州，主要为建筑、伐木、货运、制造等高风险行业的中小企业提供定制化工伤险产品及配套风险管理解决方案。
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。
AMSF vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.8倍
$80.1M
营收增速更快
AMSF
高出1.0%
9.3%
净利率更高
AMSF
高出15.4%
-5.2%
两年增速更快
LSCC
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $80.1M | $145.8M |
| 净利润 | $8.1M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | — | 30.7% |
| 净利率 | 10.2% | -5.2% |
| 营收同比 | 10.3% | 9.3% |
| 净利润同比 | -9.0% | 14.6% |
| 每股收益（稀释后） | $0.43 | $-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AMSFLSCC
| Q1 26 | $80.1M | $145.8M | ||
| Q4 25 | $81.6M | — | ||
| Q3 25 | $82.0M | $133.3M | ||
| Q2 25 | $81.1M | $124.0M | ||
| Q1 25 | $72.6M | $120.2M | ||
| Q4 24 | $74.0M | $117.4M | ||
| Q3 24 | $78.7M | $127.1M | ||
| Q2 24 | $75.8M | $124.1M |
净利润AMSFLSCC
| Q1 26 | $8.1M | $-7.6M | ||
| Q4 25 | $10.4M | — | ||
| Q3 25 | $13.8M | $2.8M | ||
| Q2 25 | $14.0M | $2.9M | ||
| Q1 25 | $8.9M | $5.0M | ||
| Q4 24 | $13.2M | $16.5M | ||
| Q3 24 | $14.3M | $7.2M | ||
| Q2 24 | $11.0M | $22.6M |
毛利率AMSFLSCC
| 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AMSFLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 15.6% | — | ||
| Q3 25 | 21.3% | -1.2% | ||
| Q2 25 | 21.5% | 3.8% | ||
| Q1 25 | 15.5% | 5.8% | ||
| Q4 24 | 22.7% | -10.4% | ||
| Q3 24 | 22.6% | 5.9% | ||
| Q2 24 | 18.1% | 18.2% |
净利率AMSFLSCC
| Q1 26 | 10.2% | -5.2% | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 16.9% | 2.1% | ||
| Q2 25 | 17.2% | 2.3% | ||
| Q1 25 | 12.3% | 4.2% | ||
| Q4 24 | 17.8% | 14.1% | ||
| Q3 24 | 18.2% | 5.7% | ||
| Q2 24 | 14.5% | 18.2% |
每股收益（稀释后）AMSFLSCC
| Q1 26 | $0.43 | $-0.06 | ||
| Q4 25 | $0.55 | — | ||
| Q3 25 | $0.72 | $0.02 | ||
| Q2 25 | $0.73 | $0.02 | ||
| Q1 25 | $0.47 | $0.04 | ||
| Q4 24 | $0.69 | $0.12 | ||
| Q3 24 | $0.75 | $0.05 | ||
| Q2 24 | $0.57 | $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 | $34.2M | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $246.6M | $714.1M |
| 总资产 | — | — |
| 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AMSFLSCC
| Q1 26 | $34.2M | $133.9M | ||
| Q4 25 | $61.9M | — | ||
| Q3 25 | $54.7M | $117.9M | ||
| Q2 25 | $48.5M | $107.2M | ||
| Q1 25 | $44.8M | $127.6M | ||
| Q4 24 | $44.1M | $136.3M | ||
| Q3 24 | $63.7M | $124.3M | ||
| Q2 24 | $30.6M | $109.2M |
股东权益AMSFLSCC
| Q1 26 | $246.6M | $714.1M | ||
| Q4 25 | $251.6M | — | ||
| Q3 25 | $274.8M | $706.4M | ||
| Q2 25 | $265.6M | $687.0M | ||
| Q1 25 | $260.8M | $707.9M | ||
| Q4 24 | $257.3M | $710.9M | ||
| Q3 24 | $314.4M | $703.5M | ||
| Q2 24 | $301.0M | $698.8M |
总资产AMSFLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $844.4M | ||
| Q2 25 | $1.2B | $808.6M | ||
| Q1 25 | $1.2B | $823.6M | ||
| Q4 24 | $1.2B | $843.9M | ||
| Q3 24 | $1.3B | $853.7M | ||
| Q2 24 | $1.2B | $827.5M |
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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $44.0M |
| 自由现金流率自由现金流/营收 | — | 30.2% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $153.3M |
8季度趋势，按日历期对齐
经营现金流AMSFLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $11.1M | — | ||
| Q3 25 | $10.7M | $47.1M | ||
| Q2 25 | $-8.4M | $38.5M | ||
| Q1 25 | $-1.8M | $31.9M | ||
| Q4 24 | $24.2M | $45.4M | ||
| Q3 24 | $8.4M | $44.0M | ||
| Q2 24 | $-2.6M | $21.9M |
自由现金流AMSFLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $8.9M | — | ||
| Q3 25 | $9.8M | $34.0M | ||
| Q2 25 | $-9.5M | $31.3M | ||
| Q1 25 | $-1.8M | $23.3M | ||
| Q4 24 | $23.4M | $39.7M | ||
| Q3 24 | $8.4M | $39.4M | ||
| Q2 24 | $-2.6M | $14.8M |
自由现金流率AMSFLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 11.9% | 25.5% | ||
| Q2 25 | -11.7% | 25.2% | ||
| Q1 25 | -2.5% | 19.4% | ||
| Q4 24 | 31.5% | 33.8% | ||
| Q3 24 | 10.7% | 31.0% | ||
| Q2 24 | -3.5% | 11.9% |
资本支出强度AMSFLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | 9.8% | ||
| Q2 25 | 1.3% | 5.8% | ||
| Q1 25 | 0.0% | 7.2% | ||
| Q4 24 | 1.1% | 4.9% | ||
| Q3 24 | 0.0% | 3.7% | ||
| Q2 24 | 0.1% | 5.8% |
现金转化率AMSFLSCC
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | — | ||
| Q3 25 | 0.77× | 16.86× | ||
| Q2 25 | -0.61× | 13.23× | ||
| Q1 25 | -0.20× | 6.35× | ||
| Q4 24 | 1.83× | 2.75× | ||
| Q3 24 | 0.59× | 6.12× | ||
| Q2 24 | -0.24× | 0.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
