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DigitalBridge Group, Inc.（DBRG）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DigitalBridge Group, Inc.的1.4倍（$145.8M vs $105.7M），DigitalBridge Group, Inc.净利率更高（61.5% vs -5.2%，领先66.8%），莱迪思半导体同比增速更快（24.2% vs 4.1%），DigitalBridge Group, Inc.自由现金流更多（$258.0M vs $44.0M），过去两年DigitalBridge Group, Inc.的营收复合增速更高（19.2% vs 1.8%）
DigitalBridge Group（DBRG）是全球领先的数字基础设施投资企业，核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿，在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点，截至2025年6月，旗下管理资产规模达1060亿美元。
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。
DBRG vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.4倍
$105.7M
营收增速更快
LSCC
高出20.0%
4.1%
净利率更高
DBRG
高出66.8%
-5.2%
自由现金流更多
DBRG
多$214.0M
$44.0M
两年增速更快
DBRG
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $105.7M | $145.8M |
| 净利润 | $65.1M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | — | 0.7% |
| 净利率 | 61.5% | -5.2% |
| 营收同比 | 4.1% | 24.2% |
| 净利润同比 | — | -146.3% |
| 每股收益（稀释后） | $0.28 | $-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DBRGLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $105.7M | — | ||
| Q3 25 | $93.3M | $133.3M | ||
| Q2 25 | $85.3M | $124.0M | ||
| Q1 25 | $90.1M | $120.2M | ||
| Q4 24 | $101.6M | $117.4M | ||
| Q3 24 | $76.6M | $127.1M | ||
| Q2 24 | $390.3M | $124.1M |
净利润DBRGLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $65.1M | — | ||
| Q3 25 | $31.4M | $2.8M | ||
| Q2 25 | $31.6M | $2.9M | ||
| Q1 25 | $13.8M | $5.0M | ||
| Q4 24 | — | $16.5M | ||
| Q3 24 | $13.8M | $7.2M | ||
| Q2 24 | $91.4M | $22.6M |
毛利率DBRGLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 67.9% | ||
| Q2 25 | — | 68.4% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 61.1% | ||
| Q3 24 | — | 69.0% | ||
| Q2 24 | — | 68.3% |
营业利润率DBRGLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | — | — | ||
| Q3 25 | -13.9% | -1.2% | ||
| Q2 25 | -31.2% | 3.8% | ||
| Q1 25 | -11.5% | 5.8% | ||
| Q4 24 | 5.7% | -10.4% | ||
| Q3 24 | 62.4% | 5.9% | ||
| Q2 24 | 33.5% | 18.2% |
净利率DBRGLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 61.5% | — | ||
| Q3 25 | 33.7% | 2.1% | ||
| Q2 25 | 37.1% | 2.3% | ||
| Q1 25 | 15.3% | 4.2% | ||
| Q4 24 | — | 14.1% | ||
| Q3 24 | 18.0% | 5.7% | ||
| Q2 24 | 23.4% | 18.2% |
每股收益（稀释后）DBRGLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.28 | — | ||
| Q3 25 | $0.09 | $0.02 | ||
| Q2 25 | $0.10 | $0.02 | ||
| Q1 25 | $-0.01 | $0.04 | ||
| Q4 24 | — | $0.12 | ||
| Q3 24 | $-0.01 | $0.05 | ||
| Q2 24 | $0.44 | $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 | $382.5M | $133.9M |
| 总债务越低越好 | $298.8M | — |
| 股东权益账面价值 | $2.1B | $714.1M |
| 总资产 | $3.4B | $883.1M |
| 负债/权益比越低杠杆越低 | 0.14× | — |
8季度趋势，按日历期对齐
现金及短期投资DBRGLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $382.5M | — | ||
| Q3 25 | $358.4M | $117.9M | ||
| Q2 25 | $340.7M | $107.2M | ||
| Q1 25 | $349.9M | $127.6M | ||
| Q4 24 | $302.2M | $136.3M | ||
| Q3 24 | $294.4M | $124.3M | ||
| Q2 24 | $261.2M | $109.2M |
总债务DBRGLSCC
| Q1 26 | — | — | ||
| Q4 25 | $298.8M | — | ||
| Q3 25 | $327.9M | — | ||
| Q2 25 | $298.0M | — | ||
| Q1 25 | $296.9M | — | ||
| Q4 24 | $296.4M | — | ||
| Q3 24 | $295.8M | — | ||
| Q2 24 | $295.3M | — |
股东权益DBRGLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $706.4M | ||
| Q2 25 | $2.0B | $687.0M | ||
| Q1 25 | $2.0B | $707.9M | ||
| Q4 24 | $2.0B | $710.9M | ||
| Q3 24 | $2.0B | $703.5M | ||
| Q2 24 | $2.0B | $698.8M |
总资产DBRGLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.5B | $844.4M | ||
| Q2 25 | $3.4B | $808.6M | ||
| Q1 25 | $3.4B | $823.6M | ||
| Q4 24 | $3.5B | $843.9M | ||
| Q3 24 | $3.5B | $853.7M | ||
| Q2 24 | $3.5B | $827.5M |
负债/权益比DBRGLSCC
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — |
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 | $259.3M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $258.0M | $44.0M |
| 自由现金流率自由现金流/营收 | 244.0% | 30.2% |
| 资本支出强度资本支出/营收 | 1.3% | 9.3% |
| 现金转化率经营现金流/净利润 | 3.99× | — |
| 过去12个月自由现金流最近4个季度 | $440.5M | $132.6M |
8季度趋势，按日历期对齐
经营现金流DBRGLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $259.3M | — | ||
| Q3 25 | $56.5M | $47.1M | ||
| Q2 25 | $77.0M | $38.5M | ||
| Q1 25 | $50.3M | $31.9M | ||
| Q4 24 | $60.1M | $45.4M | ||
| Q3 24 | $35.9M | $44.0M | ||
| Q2 24 | $22.5M | $21.9M |
自由现金流DBRGLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $258.0M | — | ||
| Q3 25 | $56.1M | $34.0M | ||
| Q2 25 | $76.4M | $31.3M | ||
| Q1 25 | $50.0M | $23.3M | ||
| Q4 24 | $56.5M | $39.7M | ||
| Q3 24 | — | $39.4M | ||
| Q2 24 | $22.3M | $14.8M |
自由现金流率DBRGLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 244.0% | — | ||
| Q3 25 | 60.2% | 25.5% | ||
| Q2 25 | 89.5% | 25.2% | ||
| Q1 25 | 55.5% | 19.4% | ||
| Q4 24 | 55.7% | 33.8% | ||
| Q3 24 | — | 31.0% | ||
| Q2 24 | 5.7% | 11.9% |
资本支出强度DBRGLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 0.4% | 9.8% | ||
| Q2 25 | 0.7% | 5.8% | ||
| Q1 25 | 0.3% | 7.2% | ||
| Q4 24 | 3.5% | 4.9% | ||
| Q3 24 | 0.0% | 3.7% | ||
| Q2 24 | 0.1% | 5.8% |
现金转化率DBRGLSCC
| Q1 26 | — | — | ||
| Q4 25 | 3.99× | — | ||
| Q3 25 | 1.80× | 16.86× | ||
| Q2 25 | 2.43× | 13.23× | ||
| Q1 25 | 3.65× | 6.35× | ||
| Q4 24 | — | 2.75× | ||
| Q3 24 | 2.61× | 6.12× | ||
| Q2 24 | 0.25× | 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
DBRG
暂无分部数据
LSCC
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
