vs
CSW INDUSTRIALS, INC.（CSW）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
CSW INDUSTRIALS, INC.的季度营收约是莱迪思半导体的1.6倍（$233.0M vs $145.8M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs -5.2%，领先9.6%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 9.3%），莱迪思半导体自由现金流更多（$44.0M vs $22.7M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 5.1%）
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。
CSW vs LSCC — 直观对比
营收规模更大
CSW
是对方的1.6倍
$145.8M
营收增速更快
CSW
高出11.0%
9.3%
净利率更高
CSW
高出9.6%
-5.2%
自由现金流更多
LSCC
多$21.3M
$22.7M
两年增速更快
LSCC
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $145.8M |
| 净利润 | $10.3M | $-7.6M |
| 毛利率 | 39.7% | 68.5% |
| 营业利润率 | 7.4% | 30.7% |
| 净利率 | 4.4% | -5.2% |
| 营收同比 | 20.3% | 9.3% |
| 净利润同比 | -61.9% | 14.6% |
| 每股收益（稀释后） | $0.62 | $-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CSWLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $233.0M | — | ||
| Q3 25 | $277.0M | $133.3M | ||
| Q2 25 | $263.6M | $124.0M | ||
| Q1 25 | $230.5M | $120.2M | ||
| Q4 24 | $193.6M | $117.4M | ||
| Q3 24 | $227.9M | $127.1M | ||
| Q2 24 | $226.2M | $124.1M |
净利润CSWLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $10.3M | — | ||
| Q3 25 | $40.7M | $2.8M | ||
| Q2 25 | $40.9M | $2.9M | ||
| Q1 25 | $35.1M | $5.0M | ||
| Q4 24 | $26.9M | $16.5M | ||
| Q3 24 | $36.1M | $7.2M | ||
| Q2 24 | $38.6M | $22.6M |
毛利率CSWLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | 67.9% | ||
| Q2 25 | 43.8% | 68.4% | ||
| Q1 25 | 44.2% | 68.0% | ||
| Q4 24 | 41.4% | 61.1% | ||
| Q3 24 | 45.6% | 69.0% | ||
| Q2 24 | 47.5% | 68.3% |
营业利润率CSWLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 7.4% | — | ||
| Q3 25 | 20.5% | -1.2% | ||
| Q2 25 | 20.8% | 3.8% | ||
| Q1 25 | 19.5% | 5.8% | ||
| Q4 24 | 15.3% | -10.4% | ||
| Q3 24 | 22.6% | 5.9% | ||
| Q2 24 | 24.3% | 18.2% |
净利率CSWLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 14.7% | 2.1% | ||
| Q2 25 | 15.5% | 2.3% | ||
| Q1 25 | 15.2% | 4.2% | ||
| Q4 24 | 13.9% | 14.1% | ||
| Q3 24 | 15.8% | 5.7% | ||
| Q2 24 | 17.1% | 18.2% |
每股收益（稀释后）CSWLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | $0.02 | ||
| Q2 25 | $2.43 | $0.02 | ||
| Q1 25 | $2.05 | $0.04 | ||
| Q4 24 | $1.60 | $0.12 | ||
| Q3 24 | $2.26 | $0.05 | ||
| Q2 24 | $2.47 | $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 | $40.2M | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $714.1M |
| 总资产 | $2.3B | — |
| 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CSWLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | $117.9M | ||
| Q2 25 | $38.0M | $107.2M | ||
| Q1 25 | $225.8M | $127.6M | ||
| Q4 24 | $213.8M | $136.3M | ||
| Q3 24 | $273.2M | $124.3M | ||
| Q2 24 | $18.9M | $109.2M |
总债务CSWLSCC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CSWLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $706.4M | ||
| Q2 25 | $1.1B | $687.0M | ||
| Q1 25 | $1.1B | $707.9M | ||
| Q4 24 | $1.0B | $710.9M | ||
| Q3 24 | $1.0B | $703.5M | ||
| Q2 24 | $650.2M | $698.8M |
总资产CSWLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $1.5B | $844.4M | ||
| Q2 25 | $1.5B | $808.6M | ||
| Q1 25 | $1.4B | $823.6M | ||
| Q4 24 | $1.4B | $843.9M | ||
| Q3 24 | $1.4B | $853.7M | ||
| Q2 24 | $1.1B | $827.5M |
负债/权益比CSWLSCC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $28.9M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $44.0M |
| 自由现金流率自由现金流/营收 | 9.8% | 30.2% |
| 资本支出强度资本支出/营收 | 2.6% | — |
| 现金转化率经营现金流/净利润 | 2.81× | — |
| 过去12个月自由现金流最近4个季度 | $162.0M | $153.3M |
8季度趋势，按日历期对齐
经营现金流CSWLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $28.9M | — | ||
| Q3 25 | $61.8M | $47.1M | ||
| Q2 25 | $60.6M | $38.5M | ||
| Q1 25 | $27.3M | $31.9M | ||
| Q4 24 | $11.6M | $45.4M | ||
| Q3 24 | $66.8M | $44.0M | ||
| Q2 24 | $62.7M | $21.9M |
自由现金流CSWLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | $34.0M | ||
| Q2 25 | $57.7M | $31.3M | ||
| Q1 25 | $22.8M | $23.3M | ||
| Q4 24 | $8.5M | $39.7M | ||
| Q3 24 | $61.3M | $39.4M | ||
| Q2 24 | $59.6M | $14.8M |
自由现金流率CSWLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | 25.5% | ||
| Q2 25 | 21.9% | 25.2% | ||
| Q1 25 | 9.9% | 19.4% | ||
| Q4 24 | 4.4% | 33.8% | ||
| Q3 24 | 26.9% | 31.0% | ||
| Q2 24 | 26.3% | 11.9% |
资本支出强度CSWLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | 9.8% | ||
| Q2 25 | 1.1% | 5.8% | ||
| Q1 25 | 2.0% | 7.2% | ||
| Q4 24 | 1.6% | 4.9% | ||
| Q3 24 | 2.4% | 3.7% | ||
| Q2 24 | 1.4% | 5.8% |
现金转化率CSWLSCC
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | 16.86× | ||
| Q2 25 | 1.48× | 13.23× | ||
| Q1 25 | 0.78× | 6.35× | ||
| Q4 24 | 0.43× | 2.75× | ||
| Q3 24 | 1.85× | 6.12× | ||
| Q2 24 | 1.62× | 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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
LSCC
暂无分部数据
