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Bolt Biotherapeutics, Inc.（BOLT）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Bolt Biotherapeutics, Inc.的1.0倍（$2.6M vs $2.5M），SemiLEDs Corp净利率更高（-28.9% vs -265.2%，领先236.4%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -31.2%）
Bolt Biotherapeutics是一家临床阶段生物技术公司，专注于开发用于癌症治疗的免疫刺激抗体偶联（ISAC）疗法，核心管线针对难治性实体瘤，面向全球肿瘤学市场，致力于推进新型肿瘤免疫疗法以提升癌症患者治疗效果。
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。
BOLT vs LEDS — 直观对比
营收规模更大
LEDS
是对方的1.0倍
$2.5M
净利率更高
LEDS
高出236.4%
-265.2%
两年增速更快
LEDS
近两年复合增速
-31.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5M | $2.6M |
| 净利润 | $-6.6M | $-742.0K |
| 毛利率 | — | 0.7% |
| 营业利润率 | -283.4% | -39.4% |
| 净利率 | -265.2% | -28.9% |
| 营收同比 | — | 103.7% |
| 净利润同比 | 58.4% | -35.6% |
| 每股收益（稀释后） | $-9.38 | $-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BOLTLEDS
| Q4 25 | $2.5M | $2.6M | ||
| Q3 25 | $2.2M | $13.2M | ||
| Q2 25 | $1.8M | $17.7M | ||
| Q1 25 | $1.2M | $10.9M | ||
| Q4 24 | $0 | $1.3M | ||
| Q3 24 | $1.1M | $1.3M | ||
| Q2 24 | $1.3M | $1.3M | ||
| Q1 24 | $5.3M | $886.0K |
净利润BOLTLEDS
| Q4 25 | $-6.6M | $-742.0K | ||
| Q3 25 | $-7.1M | $-1.2M | ||
| Q2 25 | $-8.6M | $223.0K | ||
| Q1 25 | $-11.0M | $388.0K | ||
| Q4 24 | $-15.9M | $-547.0K | ||
| Q3 24 | $-15.2M | — | ||
| Q2 24 | $-21.2M | $-319.0K | ||
| Q1 24 | $-10.8M | $-559.0K |
毛利率BOLTLEDS
| 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BOLTLEDS
| Q4 25 | -283.4% | -39.4% | ||
| Q3 25 | -355.1% | -9.0% | ||
| Q2 25 | -510.5% | -0.4% | ||
| Q1 25 | -991.4% | 1.0% | ||
| Q4 24 | — | -52.1% | ||
| Q3 24 | -1441.1% | — | ||
| Q2 24 | -1772.3% | -35.8% | ||
| Q1 24 | -324.1% | -93.9% |
净利率BOLTLEDS
| Q4 25 | -265.2% | -28.9% | ||
| Q3 25 | -329.4% | -9.0% | ||
| Q2 25 | -474.6% | 1.3% | ||
| Q1 25 | -903.4% | 3.6% | ||
| Q4 24 | — | -43.4% | ||
| Q3 24 | -1330.1% | — | ||
| Q2 24 | -1662.4% | -24.1% | ||
| Q1 24 | -205.0% | -63.1% |
每股收益（稀释后）BOLTLEDS
| Q4 25 | $-9.38 | $-0.09 | ||
| Q3 25 | $-3.72 | $-0.15 | ||
| Q2 25 | $-4.46 | $0.03 | ||
| Q1 25 | $-0.29 | $0.05 | ||
| Q4 24 | $-13.73 | $-0.08 | ||
| Q3 24 | $-7.93 | — | ||
| Q2 24 | $-11.12 | $-0.04 | ||
| Q1 24 | $-0.28 | $-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 | $27.5M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $26.5M | $2.1M |
| 总资产 | $56.7M | $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BOLTLEDS
| Q4 25 | $27.5M | $2.9M | ||
| Q3 25 | $31.9M | $2.6M | ||
| Q2 25 | $34.8M | $2.4M | ||
| Q1 25 | $38.8M | $2.4M | ||
| Q4 24 | $47.3M | $1.2M | ||
| Q3 24 | $53.8M | $1.7M | ||
| Q2 24 | $73.7M | $1.7M | ||
| Q1 24 | $91.3M | $1.6M |
总债务BOLTLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BOLTLEDS
| Q4 25 | $26.5M | $2.1M | ||
| Q3 25 | $32.1M | $2.8M | ||
| Q2 25 | $38.8M | $4.0M | ||
| Q1 25 | $46.8M | $3.6M | ||
| Q4 24 | $57.2M | $1.6M | ||
| Q3 24 | $72.0M | $2.2M | ||
| Q2 24 | $85.9M | $2.7M | ||
| Q1 24 | $104.2M | $3.0M |
总资产BOLTLEDS
| Q4 25 | $56.7M | $14.2M | ||
| Q3 25 | $65.1M | $15.6M | ||
| Q2 25 | $75.5M | $23.2M | ||
| Q1 25 | $85.9M | $23.2M | ||
| Q4 24 | $99.6M | $10.4M | ||
| Q3 24 | $109.3M | $11.1M | ||
| Q2 24 | $124.2M | $11.5M | ||
| Q1 24 | $142.9M | $12.0M |
负债/权益比BOLTLEDS
| 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 | $-7.2M | $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 | — | 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BOLTLEDS
| Q4 25 | $-7.2M | $361.0K | ||
| Q3 25 | $-9.7M | — | ||
| Q2 25 | $-9.6M | $693.0K | ||
| Q1 25 | $-13.4M | $1.4M | ||
| Q4 24 | $-14.4M | $-158.0K | ||
| Q3 24 | $-14.0M | — | ||
| Q2 24 | $-16.1M | $109.0K | ||
| Q1 24 | $-16.8M | $-600.0K |
自由现金流BOLTLEDS
| Q4 25 | — | $331.0K | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $383.0K | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $-276.0K | ||
| Q3 24 | $-14.0M | — | ||
| Q2 24 | — | $98.0K | ||
| Q1 24 | — | $-619.0K |
自由现金流率BOLTLEDS
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | -21.9% | ||
| Q3 24 | -1227.6% | — | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | -69.9% |
资本支出强度BOLTLEDS
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | 3.6% | 9.3% | ||
| Q2 24 | 0.0% | 0.8% | ||
| Q1 24 | 0.0% | 2.1% |
现金转化率BOLTLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.11× | ||
| Q1 25 | — | 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
