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DeFi Development Corp.（DFDV）与SemiLEDs Corp（LEDS）财务数据对比。点击上方公司名可切换其他公司
DeFi Development Corp.的季度营收约是SemiLEDs Corp的1.8倍（$4.6M vs $2.6M），DeFi Development Corp.净利率更高（1211.4% vs -28.9%，领先1240.3%），DeFi Development Corp.同比增速更快（647.2% vs 103.7%），过去两年DeFi Development Corp.的营收复合增速更高（181.5% vs 70.3%）
ADD汽车设计开发曾是一家英国企业，因打造外观极具未来感的Nova组装套件车为人熟知。该公司1971年至1973年总部位于南安普敦，后迁至兰开夏郡阿克灵顿运营至1975年。公司停业后，Nova车型相关产权在1978年被西约克郡的Nova Cars收购，后续还曾有小批量生产。
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。
DFDV vs LEDS — 直观对比
营收规模更大
DFDV
是对方的1.8倍
$2.6M
营收增速更快
DFDV
高出543.4%
103.7%
净利率更高
DFDV
高出1240.3%
-28.9%
两年增速更快
DFDV
近两年复合增速
70.3%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.6M | $2.6M |
| 净利润 | $56.0M | $-742.0K |
| 毛利率 | 98.1% | 0.7% |
| 营业利润率 | — | -39.4% |
| 净利率 | 1211.4% | -28.9% |
| 营收同比 | 647.2% | 103.7% |
| 净利润同比 | 11995.1% | -35.6% |
| 每股收益（稀释后） | $1.95 | $-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DFDVLEDS
| Q4 25 | — | $2.6M | ||
| Q3 25 | $4.6M | $13.2M | ||
| Q2 25 | $2.0M | $17.7M | ||
| Q1 25 | $287.2K | $10.9M | ||
| Q4 24 | $628.9K | $1.3M | ||
| Q3 24 | $619.0K | $1.3M | ||
| Q2 24 | $441.0K | $1.3M | ||
| Q1 24 | $411.1K | $886.0K |
净利润DFDVLEDS
| Q4 25 | — | $-742.0K | ||
| Q3 25 | $56.0M | $-1.2M | ||
| Q2 25 | $15.4M | $223.0K | ||
| Q1 25 | $-778.0K | $388.0K | ||
| Q4 24 | $-487.0K | $-547.0K | ||
| Q3 24 | $-471.0K | — | ||
| Q2 24 | $-805.0K | $-319.0K | ||
| Q1 24 | $-964.0K | $-559.0K |
毛利率DFDVLEDS
| Q4 25 | — | 0.7% | ||
| Q3 25 | 98.1% | 1.7% | ||
| Q2 25 | 98.6% | 5.3% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | 98.8% | 20.6% | ||
| Q3 24 | 98.7% | 11.6% | ||
| Q2 24 | 98.2% | 41.0% | ||
| Q1 24 | 97.9% | 12.6% |
营业利润率DFDVLEDS
| Q4 25 | — | -39.4% | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | -307.5% | 1.0% | ||
| Q4 24 | -107.9% | -52.1% | ||
| Q3 24 | -73.3% | — | ||
| Q2 24 | -193.2% | -35.8% | ||
| Q1 24 | -247.7% | -93.9% |
净利率DFDVLEDS
| Q4 25 | — | -28.9% | ||
| Q3 25 | 1211.4% | -9.0% | ||
| Q2 25 | 777.0% | 1.3% | ||
| Q1 25 | -270.9% | 3.6% | ||
| Q4 24 | -77.4% | -43.4% | ||
| Q3 24 | -76.1% | — | ||
| Q2 24 | -182.5% | -24.1% | ||
| Q1 24 | -234.5% | -63.1% |
每股收益（稀释后）DFDVLEDS
| Q4 25 | — | $-0.09 | ||
| Q3 25 | $1.95 | $-0.15 | ||
| Q2 25 | $0.84 | $0.03 | ||
| Q1 25 | $-0.55 | $0.05 | ||
| Q4 24 | $0.55 | $-0.08 | ||
| Q3 24 | $-0.05 | — | ||
| Q2 24 | $-0.08 | $-0.04 | ||
| Q1 24 | $-0.70 | $-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 | $1.4M | $2.9M |
| 总债务越低越好 | $131.4M | — |
| 股东权益账面价值 | $243.8M | $2.1M |
| 总资产 | $480.0M | $14.2M |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资DFDVLEDS
| Q4 25 | — | $2.9M | ||
| Q3 25 | $1.4M | $2.6M | ||
| Q2 25 | $595.0K | $2.4M | ||
| Q1 25 | $2.2M | $2.4M | ||
| Q4 24 | $2.8M | $1.2M | ||
| Q3 24 | $2.8M | $1.7M | ||
| Q2 24 | $3.2M | $1.7M | ||
| Q1 24 | $3.9M | $1.6M |
总债务DFDVLEDS
| Q4 25 | — | — | ||
| Q3 25 | $131.4M | $1.7M | ||
| Q2 25 | $21.2M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DFDVLEDS
| Q4 25 | — | $2.1M | ||
| Q3 25 | $243.8M | $2.8M | ||
| Q2 25 | $79.6M | $4.0M | ||
| Q1 25 | $2.8M | $3.6M | ||
| Q4 24 | $3.5M | $1.6M | ||
| Q3 24 | $4.0M | $2.2M | ||
| Q2 24 | $4.3M | $2.7M | ||
| Q1 24 | $5.0M | $3.0M |
总资产DFDVLEDS
| Q4 25 | — | $14.2M | ||
| Q3 25 | $480.0M | $15.6M | ||
| Q2 25 | $107.2M | $23.2M | ||
| Q1 25 | $4.2M | $23.2M | ||
| Q4 24 | $4.4M | $10.4M | ||
| Q3 24 | $4.5M | $11.1M | ||
| Q2 24 | $4.8M | $11.5M | ||
| Q1 24 | $5.5M | $12.0M |
负债/权益比DFDVLEDS
| Q4 25 | — | — | ||
| Q3 25 | 0.54× | 0.61× | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| 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 | $-5.0M | $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 | 0.0% | 1.2% |
| 现金转化率经营现金流/净利润 | -0.09× | — |
| 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DFDVLEDS
| Q4 25 | — | $361.0K | ||
| Q3 25 | $-5.0M | — | ||
| Q2 25 | $-1.3M | $693.0K | ||
| Q1 25 | $-785.6K | $1.4M | ||
| Q4 24 | $-2.4M | $-158.0K | ||
| Q3 24 | $-412.0K | — | ||
| Q2 24 | $-680.8K | $109.0K | ||
| Q1 24 | $-1.1M | $-600.0K |
自由现金流DFDVLEDS
| Q4 25 | — | $331.0K | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $383.0K | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | $-2.4M | $-276.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | $-687.4K | $98.0K | ||
| Q1 24 | $-1.2M | $-619.0K |
自由现金流率DFDVLEDS
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | -388.2% | -21.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | -155.9% | 7.4% | ||
| Q1 24 | -280.3% | -69.9% |
资本支出强度DFDVLEDS
| Q4 25 | — | 1.2% | ||
| Q3 25 | 0.0% | 0.2% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 3.7% | 9.4% | ||
| Q3 24 | 0.0% | 9.3% | ||
| Q2 24 | 1.5% | 0.8% | ||
| Q1 24 | 1.6% | 2.1% |
现金转化率DFDVLEDS
| Q4 25 | — | — | ||
| Q3 25 | -0.09× | — | ||
| Q2 25 | -0.08× | 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
业务分部营收拆解
DFDV
| Digital Asset Treasury | $3.8M | 82% |
| Other | $831.0K | 18% |
LEDS
暂无分部数据
