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Sphere 3D Corp.（ANY）与SemiLEDs Corp（LEDS）财务数据对比。点击上方公司名可切换其他公司
Sphere 3D Corp.的季度营收约是SemiLEDs Corp的1.1倍（$2.7M vs $2.6M），SemiLEDs Corp同比增速更快（103.7% vs 3.1%），SemiLEDs Corp自由现金流更多（$331.0K vs $-23.6M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -37.4%）
Sphere 3D Corp是一家全球化科技企业，专注于云计算、数据管理及虚拟化解决方案领域，为中小型企业、大型企业客户及公共部门主体提供企业级产品与服务，帮助客户优化IT基础设施效率、降低运营成本。
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。
ANY vs LEDS — 直观对比
营收规模更大
ANY
是对方的1.1倍
$2.6M
营收增速更快
LEDS
高出100.6%
3.1%
自由现金流更多
LEDS
多$23.9M
$-23.6M
两年增速更快
LEDS
近两年复合增速
-37.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7M | $2.6M |
| 净利润 | — | $-742.0K |
| 毛利率 | — | 0.7% |
| 营业利润率 | -372.7% | -39.4% |
| 净利率 | — | -28.9% |
| 营收同比 | 3.1% | 103.7% |
| 净利润同比 | — | -35.6% |
| 每股收益（稀释后） | $-6.96 | $-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ANYLEDS
| Q4 25 | $2.7M | $2.6M | ||
| Q3 25 | $2.6M | $13.2M | ||
| Q2 25 | $3.0M | $17.7M | ||
| Q1 25 | $2.8M | $10.9M | ||
| Q4 24 | $2.6M | $1.3M | ||
| Q3 24 | $2.4M | $1.3M | ||
| Q2 24 | $4.7M | $1.3M | ||
| Q1 24 | $6.9M | $886.0K |
净利润ANYLEDS
| Q4 25 | — | $-742.0K | ||
| Q3 25 | $-4.2M | $-1.2M | ||
| Q2 25 | $1.7M | $223.0K | ||
| Q1 25 | $-8.8M | $388.0K | ||
| Q4 24 | — | $-547.0K | ||
| Q3 24 | $104.0K | — | ||
| Q2 24 | $2.1M | $-319.0K | ||
| Q1 24 | $-4.5M | $-559.0K |
毛利率ANYLEDS
| Q4 25 | — | 0.7% | ||
| Q3 25 | 25.4% | 1.7% | ||
| Q2 25 | 23.8% | 5.3% | ||
| Q1 25 | 22.1% | 9.2% | ||
| Q4 24 | — | 20.6% | ||
| Q3 24 | -16.0% | 11.6% | ||
| Q2 24 | 15.2% | 41.0% | ||
| Q1 24 | 38.0% | 12.6% |
营业利润率ANYLEDS
| Q4 25 | -372.7% | -39.4% | ||
| Q3 25 | -153.8% | -9.0% | ||
| Q2 25 | -87.0% | -0.4% | ||
| Q1 25 | -184.2% | 1.0% | ||
| Q4 24 | -328.7% | -52.1% | ||
| Q3 24 | -218.8% | — | ||
| Q2 24 | -122.4% | -35.8% | ||
| Q1 24 | -26.9% | -93.9% |
净利率ANYLEDS
| Q4 25 | — | -28.9% | ||
| Q3 25 | -162.0% | -9.0% | ||
| Q2 25 | 55.2% | 1.3% | ||
| Q1 25 | -311.9% | 3.6% | ||
| Q4 24 | — | -43.4% | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 45.5% | -24.1% | ||
| Q1 24 | -64.5% | -63.1% |
每股收益（稀释后）ANYLEDS
| Q4 25 | $-6.96 | $-0.09 | ||
| Q3 25 | $-0.15 | $-0.15 | ||
| Q2 25 | $0.06 | $0.03 | ||
| Q1 25 | $-0.32 | $0.05 | ||
| Q4 24 | $-4.62 | $-0.08 | ||
| Q3 24 | $0.01 | — | ||
| Q2 24 | $0.10 | $-0.04 | ||
| Q1 24 | $-0.27 | $-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 | $3.7M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $23.3M | $2.1M |
| 总资产 | $25.1M | $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ANYLEDS
| Q4 25 | $3.7M | $2.9M | ||
| Q3 25 | $5.3M | $2.6M | ||
| Q2 25 | $4.7M | $2.4M | ||
| Q1 25 | $2.8M | $2.4M | ||
| Q4 24 | $5.4M | $1.2M | ||
| Q3 24 | $5.0M | $1.7M | ||
| Q2 24 | $4.3M | $1.7M | ||
| Q1 24 | $9.3M | $1.6M |
总债务ANYLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ANYLEDS
| Q4 25 | $23.3M | $2.1M | ||
| Q3 25 | $29.5M | $2.8M | ||
| Q2 25 | $32.7M | $4.0M | ||
| Q1 25 | $30.7M | $3.6M | ||
| Q4 24 | $39.3M | $1.6M | ||
| Q3 24 | $35.8M | $2.2M | ||
| Q2 24 | $33.4M | $2.7M | ||
| Q1 24 | $27.5M | $3.0M |
总资产ANYLEDS
| Q4 25 | $25.1M | $14.2M | ||
| Q3 25 | $31.1M | $15.6M | ||
| Q2 25 | $34.4M | $23.2M | ||
| Q1 25 | $34.3M | $23.2M | ||
| Q4 24 | $43.2M | $10.4M | ||
| Q3 24 | $44.3M | $11.1M | ||
| Q2 24 | $44.0M | $11.5M | ||
| Q1 24 | $42.0M | $12.0M |
负债/权益比ANYLEDS
| 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 | $-16.1M | $361.0K |
| 自由现金流经营现金流 - 资本支出 | $-23.6M | $331.0K |
| 自由现金流率自由现金流/营收 | -867.3% | 12.9% |
| 资本支出强度资本支出/营收 | 275.4% | 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 | $-40.5M | — |
8季度趋势，按日历期对齐
经营现金流ANYLEDS
| Q4 25 | $-16.1M | $361.0K | ||
| Q3 25 | $-3.5M | — | ||
| Q2 25 | $-5.8M | $693.0K | ||
| Q1 25 | $-4.1M | $1.4M | ||
| Q4 24 | $-4.6M | $-158.0K | ||
| Q3 24 | $290.0K | — | ||
| Q2 24 | $-3.3M | $109.0K | ||
| Q1 24 | $-58.0K | $-600.0K |
自由现金流ANYLEDS
| Q4 25 | $-23.6M | $331.0K | ||
| Q3 25 | $-5.7M | — | ||
| Q2 25 | $-6.0M | $383.0K | ||
| Q1 25 | $-5.1M | $1.3M | ||
| Q4 24 | $-13.5M | $-276.0K | ||
| Q3 24 | $-4.3M | — | ||
| Q2 24 | — | $98.0K | ||
| Q1 24 | — | $-619.0K |
自由现金流率ANYLEDS
| Q4 25 | -867.3% | 12.9% | ||
| Q3 25 | -218.7% | — | ||
| Q2 25 | -200.5% | 2.2% | ||
| Q1 25 | -181.2% | 11.8% | ||
| Q4 24 | -511.9% | -21.9% | ||
| Q3 24 | -184.4% | — | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | -69.9% |
资本支出强度ANYLEDS
| Q4 25 | 275.4% | 1.2% | ||
| Q3 25 | 86.5% | 0.2% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 36.4% | 1.1% | ||
| Q4 24 | 338.7% | 9.4% | ||
| Q3 24 | 196.7% | 9.3% | ||
| Q2 24 | 0.0% | 0.8% | ||
| Q1 24 | 0.0% | 2.1% |
现金转化率ANYLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -3.51× | 3.11× | ||
| Q1 25 | — | 3.62× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.79× | — | ||
| Q2 24 | -1.55× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
