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Atara Biotherapeutics, Inc.（ATRA）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Atara Biotherapeutics, Inc.的1.6倍（$2.6M vs $1.6M），SemiLEDs Corp同比增速更快（103.7% vs -95.1%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -75.9%）
Atara Biotherapeutics是一家临床阶段生物技术企业，专注研发同种异体T细胞免疫疗法，适应症覆盖肿瘤、自身免疫疾病及感染性疾病，业务主要布局北美、欧洲及亚太市场，致力于为有未满足医疗需求的患者提供新型治疗方案。
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。
ATRA 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198.9%
-95.1%
两年增速更快
LEDS
近两年复合增速
-75.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6M | $2.6M |
| 净利润 | — | $-742.0K |
| 毛利率 | — | 0.7% |
| 营业利润率 | — | -39.4% |
| 净利率 | — | -28.9% |
| 营收同比 | -95.1% | 103.7% |
| 净利润同比 | 73.2% | -35.6% |
| 每股收益（稀释后） | — | $-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ATRALEDS
| Q4 25 | $1.6M | $2.6M | ||
| Q3 25 | $3.5M | $13.2M | ||
| Q2 25 | $17.6M | $17.7M | ||
| Q1 25 | $98.1M | $10.9M | ||
| Q4 24 | $32.8M | $1.3M | ||
| Q3 24 | $40.2M | $1.3M | ||
| Q2 24 | $28.6M | $1.3M | ||
| Q1 24 | $27.4M | $886.0K |
净利润ATRALEDS
| Q4 25 | — | $-742.0K | ||
| Q3 25 | $-4.3M | $-1.2M | ||
| Q2 25 | $2.4M | $223.0K | ||
| Q1 25 | $38.0M | $388.0K | ||
| Q4 24 | $-12.7M | $-547.0K | ||
| Q3 24 | $-21.9M | — | ||
| Q2 24 | $-19.0M | $-319.0K | ||
| Q1 24 | $-31.8M | $-559.0K |
毛利率ATRALEDS
| 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ATRALEDS
| Q4 25 | — | -39.4% | ||
| Q3 25 | -103.5% | -9.0% | ||
| Q2 25 | 18.2% | -0.4% | ||
| Q1 25 | 39.5% | 1.0% | ||
| Q4 24 | -37.3% | -52.1% | ||
| Q3 24 | -54.1% | — | ||
| Q2 24 | -63.7% | -35.8% | ||
| Q1 24 | -114.2% | -93.9% |
净利率ATRALEDS
| Q4 25 | — | -28.9% | ||
| Q3 25 | -124.6% | -9.0% | ||
| Q2 25 | 13.6% | 1.3% | ||
| Q1 25 | 38.7% | 3.6% | ||
| Q4 24 | -38.8% | -43.4% | ||
| Q3 24 | -54.5% | — | ||
| Q2 24 | -66.5% | -24.1% | ||
| Q1 24 | -116.1% | -63.1% |
每股收益（稀释后）ATRALEDS
| Q4 25 | — | $-0.09 | ||
| Q3 25 | $-0.32 | $-0.15 | ||
| Q2 25 | $0.19 | $0.03 | ||
| Q1 25 | $3.50 | $0.05 | ||
| Q4 24 | $0.27 | $-0.08 | ||
| Q3 24 | $-2.93 | — | ||
| Q2 24 | $-3.10 | $-0.04 | ||
| Q1 24 | $-5.65 | $-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 | $8.5M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-38.5M | $2.1M |
| 总资产 | $20.2M | $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ATRALEDS
| Q4 25 | $8.5M | $2.9M | ||
| Q3 25 | $13.7M | $2.6M | ||
| Q2 25 | $22.3M | $2.4M | ||
| Q1 25 | $13.8M | $2.4M | ||
| Q4 24 | $42.5M | $1.2M | ||
| Q3 24 | $67.2M | $1.7M | ||
| Q2 24 | $35.3M | $1.7M | ||
| Q1 24 | $46.2M | $1.6M |
总债务ATRALEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ATRALEDS
| Q4 25 | $-38.5M | $2.1M | ||
| Q3 25 | $-36.6M | $2.8M | ||
| Q2 25 | $-35.0M | $4.0M | ||
| Q1 25 | $-55.1M | $3.6M | ||
| Q4 24 | $-97.3M | $1.6M | ||
| Q3 24 | $-90.5M | $2.2M | ||
| Q2 24 | $-110.9M | $2.7M | ||
| Q1 24 | $-98.3M | $3.0M |
总资产ATRALEDS
| Q4 25 | $20.2M | $14.2M | ||
| Q3 25 | $30.2M | $15.6M | ||
| Q2 25 | $36.9M | $23.2M | ||
| Q1 25 | $62.0M | $23.2M | ||
| Q4 24 | $109.1M | $10.4M | ||
| Q3 24 | $142.7M | $11.1M | ||
| Q2 24 | $117.3M | $11.5M | ||
| Q1 24 | $165.3M | $12.0M |
负债/权益比ATRALEDS
| 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 | $-50.9M | $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 | 0.0% | 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ATRALEDS
| Q4 25 | $-50.9M | $361.0K | ||
| Q3 25 | $-9.8M | — | ||
| Q2 25 | $-7.3M | $693.0K | ||
| Q1 25 | $-28.1M | $1.4M | ||
| Q4 24 | $-24.5M | $-158.0K | ||
| Q3 24 | $-4.0M | — | ||
| Q2 24 | $-10.6M | $109.0K | ||
| Q1 24 | $-29.6M | $-600.0K |
自由现金流ATRALEDS
| Q4 25 | — | $331.0K | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $383.0K | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | $-24.6M | $-276.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | $-10.7M | $98.0K | ||
| Q1 24 | $-29.7M | $-619.0K |
自由现金流率ATRALEDS
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | -75.0% | -21.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | -37.3% | 7.4% | ||
| Q1 24 | -108.7% | -69.9% |
资本支出强度ATRALEDS
| Q4 25 | 0.0% | 1.2% | ||
| Q3 25 | 0.0% | 0.2% | ||
| Q2 25 | 0.0% | 1.8% | ||
| Q1 25 | 0.0% | 1.1% | ||
| Q4 24 | 0.3% | 9.4% | ||
| Q3 24 | 0.0% | 9.3% | ||
| Q2 24 | 0.1% | 0.8% | ||
| Q1 24 | 0.5% | 2.1% |
现金转化率ATRALEDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -3.07× | 3.11× | ||
| Q1 25 | -0.74× | 3.62× | ||
| Q4 24 | — | — | ||
| 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
