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CARRIAGE SERVICES INC（CSV）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CARRIAGE SERVICES INC的1.4倍（$145.8M vs $105.5M），CARRIAGE SERVICES INC净利率更高（11.6% vs -5.2%，领先16.9%），莱迪思半导体同比增速更快（9.3% vs 8.0%），莱迪思半导体自由现金流更多（$44.0M vs $6.2M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 1.0%）
怡和Cycle & Carriage有限公司是怡和集团在东南亚的投资控股公司，目前该集团持有其75%的股份，是怡和集团在东南亚区域开展资本布局与投资业务的核心平台。
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。
CSV vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.4倍
$105.5M
营收增速更快
LSCC
高出1.3%
8.0%
净利率更高
CSV
高出16.9%
-5.2%
自由现金流更多
LSCC
多$37.8M
$6.2M
两年增速更快
LSCC
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.5M | $145.8M |
| 净利润 | $12.3M | $-7.6M |
| 毛利率 | 34.8% | 68.5% |
| 营业利润率 | 23.3% | 30.7% |
| 净利率 | 11.6% | -5.2% |
| 营收同比 | 8.0% | 9.3% |
| 净利润同比 | 24.5% | 14.6% |
| 每股收益（稀释后） | $0.76 | $-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CSVLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $105.5M | — | ||
| Q3 25 | $102.7M | $133.3M | ||
| Q2 25 | $102.1M | $124.0M | ||
| Q1 25 | $107.1M | $120.2M | ||
| Q4 24 | $97.7M | $117.4M | ||
| Q3 24 | $100.7M | $127.1M | ||
| Q2 24 | $102.3M | $124.1M |
净利润CSVLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $12.3M | — | ||
| Q3 25 | $6.6M | $2.8M | ||
| Q2 25 | $11.7M | $2.9M | ||
| Q1 25 | $20.9M | $5.0M | ||
| Q4 24 | $9.9M | $16.5M | ||
| Q3 24 | $9.9M | $7.2M | ||
| Q2 24 | $6.3M | $22.6M |
毛利率CSVLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 34.8% | — | ||
| Q3 25 | 35.3% | 67.9% | ||
| Q2 25 | 35.2% | 68.4% | ||
| Q1 25 | 35.3% | 68.0% | ||
| Q4 24 | 34.4% | 61.1% | ||
| Q3 24 | 35.2% | 69.0% | ||
| Q2 24 | 36.2% | 68.3% |
营业利润率CSVLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 23.3% | — | ||
| Q3 25 | 17.0% | -1.2% | ||
| Q2 25 | 23.5% | 3.8% | ||
| Q1 25 | 29.5% | 5.8% | ||
| Q4 24 | 21.6% | -10.4% | ||
| Q3 24 | 22.7% | 5.9% | ||
| Q2 24 | 18.0% | 18.2% |
净利率CSVLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 11.6% | — | ||
| Q3 25 | 6.4% | 2.1% | ||
| Q2 25 | 11.5% | 2.3% | ||
| Q1 25 | 19.5% | 4.2% | ||
| Q4 24 | 10.1% | 14.1% | ||
| Q3 24 | 9.8% | 5.7% | ||
| Q2 24 | 6.1% | 18.2% |
每股收益（稀释后）CSVLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.76 | — | ||
| Q3 25 | $0.41 | $0.02 | ||
| Q2 25 | $0.74 | $0.02 | ||
| Q1 25 | $1.34 | $0.04 | ||
| Q4 24 | $0.62 | $0.12 | ||
| Q3 24 | $0.63 | $0.05 | ||
| Q2 24 | $0.40 | $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 | $1.7M | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $254.8M | $714.1M |
| 总资产 | $1.3B | — |
| 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CSVLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $1.7M | — | ||
| Q3 25 | $1.2M | $117.9M | ||
| Q2 25 | $1.4M | $107.2M | ||
| Q1 25 | $4.6M | $127.6M | ||
| Q4 24 | $1.2M | $136.3M | ||
| Q3 24 | $1.3M | $124.3M | ||
| Q2 24 | $1.5M | $109.2M |
股东权益CSVLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $254.8M | — | ||
| Q3 25 | $242.1M | $706.4M | ||
| Q2 25 | $235.4M | $687.0M | ||
| Q1 25 | $223.1M | $707.9M | ||
| Q4 24 | $208.6M | $710.9M | ||
| Q3 24 | $198.1M | $703.5M | ||
| Q2 24 | $187.9M | $698.8M |
总资产CSVLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $844.4M | ||
| Q2 25 | $1.3B | $808.6M | ||
| Q1 25 | $1.3B | $823.6M | ||
| Q4 24 | $1.3B | $843.9M | ||
| Q3 24 | $1.3B | $853.7M | ||
| Q2 24 | $1.3B | $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 | $14.1M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $6.2M | $44.0M |
| 自由现金流率自由现金流/营收 | 5.9% | 30.2% |
| 资本支出强度资本支出/营收 | 7.5% | — |
| 现金转化率经营现金流/净利润 | 1.15× | — |
| 过去12个月自由现金流最近4个季度 | $40.1M | $153.3M |
8季度趋势，按日历期对齐
经营现金流CSVLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $14.1M | — | ||
| Q3 25 | $24.7M | $47.1M | ||
| Q2 25 | $8.1M | $38.5M | ||
| Q1 25 | $13.8M | $31.9M | ||
| Q4 24 | $9.3M | $45.4M | ||
| Q3 24 | $20.9M | $44.0M | ||
| Q2 24 | $2.2M | $21.9M |
自由现金流CSVLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $6.2M | — | ||
| Q3 25 | $18.0M | $34.0M | ||
| Q2 25 | $5.2M | $31.3M | ||
| Q1 25 | $10.6M | $23.3M | ||
| Q4 24 | $4.9M | $39.7M | ||
| Q3 24 | $16.2M | $39.4M | ||
| Q2 24 | $-1.4M | $14.8M |
自由现金流率CSVLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 5.9% | — | ||
| Q3 25 | 17.5% | 25.5% | ||
| Q2 25 | 5.1% | 25.2% | ||
| Q1 25 | 9.9% | 19.4% | ||
| Q4 24 | 5.0% | 33.8% | ||
| Q3 24 | 16.1% | 31.0% | ||
| Q2 24 | -1.4% | 11.9% |
资本支出强度CSVLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 7.5% | — | ||
| Q3 25 | 6.5% | 9.8% | ||
| Q2 25 | 2.8% | 5.8% | ||
| Q1 25 | 3.0% | 7.2% | ||
| Q4 24 | 4.5% | 4.9% | ||
| Q3 24 | 4.6% | 3.7% | ||
| Q2 24 | 3.5% | 5.8% |
现金转化率CSVLSCC
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | — | ||
| Q3 25 | 3.76× | 16.86× | ||
| Q2 25 | 0.69× | 13.23× | ||
| Q1 25 | 0.66× | 6.35× | ||
| Q4 24 | 0.94× | 2.75× | ||
| Q3 24 | 2.11× | 6.12× | ||
| Q2 24 | 0.34× | 0.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CSV
| Propertyand Merchandise | $47.8M | 45% |
| Cemetery Interment Rights | $24.8M | 23% |
| Merchandise | $18.9M | 18% |
| Other Revenue | $10.2M | 10% |
| Other | $3.9M | 4% |
LSCC
暂无分部数据
