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DBV Technologies S.A.（DBVT）与SemiLEDs Corp（LEDS）财务数据对比。点击上方公司名可切换其他公司
DBV Technologies S.A.的季度营收约是SemiLEDs Corp的1.1倍（$2.8M vs $2.6M），SemiLEDs Corp净利率更高（-28.9% vs -1195.5%，领先1166.6%），DBV Technologies S.A.同比增速更快（158.8% vs 103.7%），SemiLEDs Corp自由现金流更多（$331.0K vs $-32.6M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 12.4%）
DBV Technologies是一家总部位于法国巴涅的公开上市生物制药企业，核心研发成果为Viaskin给药技术，可在不进入血液循环的前提下，让过敏原或抗原作用于完整皮肤。其花生过敏疗法Viaskin Peanut的临床开发，已获得美国食品药品监督管理局授予快速通道资格。
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。
DBVT vs LEDS — 直观对比
营收规模更大
DBVT
是对方的1.1倍
$2.6M
营收增速更快
DBVT
高出55.0%
103.7%
净利率更高
LEDS
高出1166.6%
-1195.5%
自由现金流更多
LEDS
多$32.9M
$-32.6M
两年增速更快
LEDS
近两年复合增速
12.4%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8M | $2.6M |
| 净利润 | $-33.2M | $-742.0K |
| 毛利率 | — | 0.7% |
| 营业利润率 | -1235.7% | -39.4% |
| 净利率 | -1195.5% | -28.9% |
| 营收同比 | 158.8% | 103.7% |
| 净利润同比 | -8.9% | -35.6% |
| 每股收益（稀释后） | $-0.24 | $-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DBVTLEDS
| Q4 25 | — | $2.6M | ||
| Q3 25 | $2.8M | $13.2M | ||
| Q2 25 | $1.5M | $17.7M | ||
| Q1 25 | — | $10.9M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | — | $1.3M | ||
| Q2 24 | $1.2M | $1.3M | ||
| Q1 24 | $1.4M | $886.0K |
净利润DBVTLEDS
| Q4 25 | — | $-742.0K | ||
| Q3 25 | $-33.2M | $-1.2M | ||
| Q2 25 | $-41.9M | $223.0K | ||
| Q1 25 | — | $388.0K | ||
| Q4 24 | — | $-547.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | $-33.1M | $-319.0K | ||
| Q1 24 | $-27.3M | $-559.0K |
毛利率DBVTLEDS
| 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DBVTLEDS
| Q4 25 | — | -39.4% | ||
| Q3 25 | -1235.7% | -9.0% | ||
| Q2 25 | -2806.2% | -0.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | -52.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | -2914.9% | -35.8% | ||
| Q1 24 | -2029.7% | -93.9% |
净利率DBVTLEDS
| Q4 25 | — | -28.9% | ||
| Q3 25 | -1195.5% | -9.0% | ||
| Q2 25 | -2858.4% | 1.3% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | -43.4% | ||
| Q3 24 | — | — | ||
| Q2 24 | -2852.4% | -24.1% | ||
| Q1 24 | -1943.5% | -63.1% |
每股收益（稀释后）DBVTLEDS
| Q4 25 | — | $-0.09 | ||
| Q3 25 | $-0.24 | $-0.15 | ||
| Q2 25 | $-0.31 | $0.03 | ||
| Q1 25 | — | $0.05 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | — | — | ||
| Q2 24 | $-0.34 | $-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 | $69.8M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $52.9M | $2.1M |
| 总资产 | $110.5M | $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DBVTLEDS
| Q4 25 | — | $2.9M | ||
| Q3 25 | $69.8M | $2.6M | ||
| Q2 25 | $103.2M | $2.4M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | $66.2M | $1.7M | ||
| Q1 24 | $101.5M | $1.6M |
总债务DBVTLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DBVTLEDS
| Q4 25 | — | $2.1M | ||
| Q3 25 | $52.9M | $2.8M | ||
| Q2 25 | $86.2M | $4.0M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | — | $1.6M | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | $79.1M | $2.7M | ||
| Q1 24 | $111.7M | $3.0M |
总资产DBVTLEDS
| Q4 25 | — | $14.2M | ||
| Q3 25 | $110.5M | $15.6M | ||
| Q2 25 | $143.4M | $23.2M | ||
| Q1 25 | — | $23.2M | ||
| Q4 24 | — | $10.4M | ||
| Q3 24 | — | $11.1M | ||
| Q2 24 | $114.2M | $11.5M | ||
| Q1 24 | $145.9M | $12.0M |
负债/权益比DBVTLEDS
| 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 | $-32.4M | $361.0K |
| 自由现金流经营现金流 - 资本支出 | $-32.6M | $331.0K |
| 自由现金流率自由现金流/营收 | -1173.5% | 12.9% |
| 资本支出强度资本支出/营收 | 4.2% | 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 | $-138.3M | — |
8季度趋势，按日历期对齐
经营现金流DBVTLEDS
| Q4 25 | — | $361.0K | ||
| Q3 25 | $-32.4M | — | ||
| Q2 25 | $-33.9M | $693.0K | ||
| Q1 25 | — | $1.4M | ||
| Q4 24 | — | $-158.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | $-35.1M | $109.0K | ||
| Q1 24 | $-34.7M | $-600.0K |
自由现金流DBVTLEDS
| Q4 25 | — | $331.0K | ||
| Q3 25 | $-32.6M | — | ||
| Q2 25 | $-33.9M | $383.0K | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $-276.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | $-35.8M | $98.0K | ||
| Q1 24 | $-36.0M | $-619.0K |
自由现金流率DBVTLEDS
| Q4 25 | — | 12.9% | ||
| Q3 25 | -1173.5% | — | ||
| Q2 25 | -2316.5% | 2.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | -21.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | -3084.0% | 7.4% | ||
| Q1 24 | -2560.6% | -69.9% |
资本支出强度DBVTLEDS
| Q4 25 | — | 1.2% | ||
| Q3 25 | 4.2% | 0.2% | ||
| Q2 25 | 2.2% | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | 63.0% | 0.8% | ||
| Q1 24 | 94.9% | 2.1% |
现金转化率DBVTLEDS
| 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
