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Anterix Inc.（ATEX）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Anterix Inc.的1.6倍（$2.6M vs $1.6M），SemiLEDs Corp净利率更高（-28.9% vs -419.6%，领先390.8%），SemiLEDs Corp同比增速更快（103.7% vs 0.4%），SemiLEDs Corp自由现金流更多（$331.0K vs $-8.3M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 11.7%）
Anterix Inc.是总部位于美国的无线通信企业，持有合规900MHz频谱牌照，主要面向电力公用事业、公共安全机构、交通运营商等关键基础设施运营主体，提供安全专用的私有宽带网络解决方案，核心市场为北美，满足客户关键业务对高可靠连接的需求。
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。
ATEX vs LEDS — 直观对比
营收规模更大
LEDS
是对方的1.6倍
$1.6M
营收增速更快
LEDS
高出103.3%
0.4%
净利率更高
LEDS
高出390.8%
-419.6%
自由现金流更多
LEDS
多$8.6M
$-8.3M
两年增速更快
LEDS
近两年复合增速
11.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6M | $2.6M |
| 净利润 | $-6.6M | $-742.0K |
| 毛利率 | — | 0.7% |
| 营业利润率 | -576.0% | -39.4% |
| 净利率 | -419.6% | -28.9% |
| 营收同比 | 0.4% | 103.7% |
| 净利润同比 | -185.6% | -35.6% |
| 每股收益（稀释后） | $-0.35 | $-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ATEXLEDS
| Q4 25 | $1.6M | $2.6M | ||
| Q3 25 | $1.6M | $13.2M | ||
| Q2 25 | $1.4M | $17.7M | ||
| Q1 25 | $1.4M | $10.9M | ||
| Q4 24 | $1.6M | $1.3M | ||
| Q3 24 | $1.6M | $1.3M | ||
| Q2 24 | $1.5M | $1.3M | ||
| Q1 24 | $1.3M | $886.0K |
净利润ATEXLEDS
| Q4 25 | $-6.6M | $-742.0K | ||
| Q3 25 | $53.5M | $-1.2M | ||
| Q2 25 | $25.2M | $223.0K | ||
| Q1 25 | $9.2M | $388.0K | ||
| Q4 24 | $7.7M | $-547.0K | ||
| Q3 24 | $-12.8M | — | ||
| Q2 24 | $-15.5M | $-319.0K | ||
| Q1 24 | $-9.4M | $-559.0K |
毛利率ATEXLEDS
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 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ATEXLEDS
| Q4 25 | -576.0% | -39.4% | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | -52.1% | ||
| Q3 24 | -846.6% | — | ||
| Q2 24 | -984.4% | -35.8% | ||
| Q1 24 | -834.2% | -93.9% |
净利率ATEXLEDS
| Q4 25 | -419.6% | -28.9% | ||
| Q3 25 | 3449.5% | -9.0% | ||
| Q2 25 | 1775.7% | 1.3% | ||
| Q1 25 | 662.9% | 3.6% | ||
| Q4 24 | 492.3% | -43.4% | ||
| Q3 24 | -823.1% | — | ||
| Q2 24 | -1018.0% | -24.1% | ||
| Q1 24 | -746.9% | -63.1% |
每股收益（稀释后）ATEXLEDS
| Q4 25 | $-0.35 | $-0.09 | ||
| Q3 25 | $2.86 | $-0.15 | ||
| Q2 25 | $1.35 | $0.03 | ||
| Q1 25 | $0.51 | $0.05 | ||
| Q4 24 | $0.41 | $-0.08 | ||
| Q3 24 | $-0.69 | — | ||
| Q2 24 | $-0.84 | $-0.04 | ||
| Q1 24 | $-0.51 | $-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 | $29.5M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $236.0M | $2.1M |
| 总资产 | $417.0M | $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ATEXLEDS
| Q4 25 | $29.5M | $2.9M | ||
| Q3 25 | $39.1M | $2.6M | ||
| Q2 25 | $41.4M | $2.4M | ||
| Q1 25 | $47.4M | $2.4M | ||
| Q4 24 | $28.8M | $1.2M | ||
| Q3 24 | $43.1M | $1.7M | ||
| Q2 24 | $51.7M | $1.7M | ||
| Q1 24 | $60.6M | $1.6M |
总债务ATEXLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ATEXLEDS
| Q4 25 | $236.0M | $2.1M | ||
| Q3 25 | $240.3M | $2.8M | ||
| Q2 25 | $184.8M | $4.0M | ||
| Q1 25 | $156.6M | $3.6M | ||
| Q4 24 | $144.7M | $1.6M | ||
| Q3 24 | $139.1M | $2.2M | ||
| Q2 24 | $148.8M | $2.7M | ||
| Q1 24 | $161.0M | $3.0M |
总资产ATEXLEDS
| Q4 25 | $417.0M | $14.2M | ||
| Q3 25 | $420.4M | $15.6M | ||
| Q2 25 | $359.6M | $23.2M | ||
| Q1 25 | $333.1M | $23.2M | ||
| Q4 24 | $326.7M | $10.4M | ||
| Q3 24 | $317.2M | $11.1M | ||
| Q2 24 | $321.1M | $11.5M | ||
| Q1 24 | $324.9M | $12.0M |
负债/权益比ATEXLEDS
| 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 | $-8.3M | $361.0K |
| 自由现金流经营现金流 - 资本支出 | $-8.3M | $331.0K |
| 自由现金流率自由现金流/营收 | -526.4% | 12.9% |
| 资本支出强度资本支出/营收 | 0.6% | 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ATEXLEDS
| Q4 25 | $-8.3M | $361.0K | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $-3.1M | $693.0K | ||
| Q1 25 | $-16.6M | $1.4M | ||
| Q4 24 | $-7.7M | $-158.0K | ||
| Q3 24 | $-2.6M | — | ||
| Q2 24 | $-2.4M | $109.0K | ||
| Q1 24 | $6.1M | $-600.0K |
自由现金流ATEXLEDS
| Q4 25 | $-8.3M | $331.0K | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $383.0K | ||
| Q1 25 | $-16.6M | $1.3M | ||
| Q4 24 | — | $-276.0K | ||
| Q3 24 | $-2.7M | — | ||
| Q2 24 | — | $98.0K | ||
| Q1 24 | $6.1M | $-619.0K |
自由现金流率ATEXLEDS
| Q4 25 | -526.4% | 12.9% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | -1195.2% | 11.8% | ||
| Q4 24 | — | -21.9% | ||
| Q3 24 | -173.4% | — | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | 484.1% | -69.9% |
资本支出强度ATEXLEDS
| Q4 25 | 0.6% | 1.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | 3.3% | 1.1% | ||
| Q4 24 | 0.0% | 9.4% | ||
| Q3 24 | 2.6% | 9.3% | ||
| Q2 24 | 0.0% | 0.8% | ||
| Q1 24 | 3.2% | 2.1% |
现金转化率ATEXLEDS
| Q4 25 | — | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | -0.12× | 3.11× | ||
| Q1 25 | -1.80× | 3.62× | ||
| Q4 24 | -1.00× | — | ||
| 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
