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Ecovyst Inc.(ECVT)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
Ecovyst Inc.的季度营收约是莱迪思半导体的1.4倍($199.4M vs $145.8M),Ecovyst Inc.同比增速更快(34.0% vs 9.3%),莱迪思半导体自由现金流更多($44.0M vs $22.9M),过去两年Ecovyst Inc.的营收复合增速更高(18.7% vs 8.4%)
Ecovyst Inc.是一家全球可持续特种材料供应商,主营高性能催化剂与功能性添加剂的研发、生产,产品服务覆盖工业制造、消费品、环保等核心领域,助力全球客户提升运营效率、降低碳排放。
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。
ECVT vs LSCC — 直观对比
营收规模更大
ECVT
是对方的1.4倍
$145.8M
营收增速更快
ECVT
高出24.7%
9.3%
自由现金流更多
LSCC
多$21.0M
$22.9M
两年增速更快
ECVT
近两年复合增速
8.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $199.4M | $145.8M |
| 净利润 | — | $-7.6M |
| 毛利率 | 23.4% | 68.5% |
| 营业利润率 | 10.9% | 30.7% |
| 净利率 | — | -5.2% |
| 营收同比 | 34.0% | 9.3% |
| 净利润同比 | — | 14.6% |
| 每股收益(稀释后) | $0.06 | $-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
ECVT
LSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $199.4M | — | ||
| Q3 25 | $204.9M | $133.3M | ||
| Q2 25 | $176.1M | $124.0M | ||
| Q1 25 | $143.1M | $120.2M | ||
| Q4 24 | $148.9M | $117.4M | ||
| Q3 24 | $153.9M | $127.1M | ||
| Q2 24 | $154.0M | $124.1M |
净利润
ECVT
LSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | $-79.3M | $2.8M | ||
| Q2 25 | $6.0M | $2.9M | ||
| Q1 25 | $-3.6M | $5.0M | ||
| Q4 24 | — | $16.5M | ||
| Q3 24 | $14.3M | $7.2M | ||
| Q2 24 | $8.3M | $22.6M |
毛利率
ECVT
LSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 23.4% | — | ||
| Q3 25 | 25.4% | 67.9% | ||
| Q2 25 | 22.8% | 68.4% | ||
| Q1 25 | 13.3% | 68.0% | ||
| Q4 24 | 28.9% | 61.1% | ||
| Q3 24 | 29.3% | 69.0% | ||
| Q2 24 | 27.3% | 68.3% |
营业利润率
ECVT
LSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 13.8% | -1.2% | ||
| Q2 25 | 9.0% | 3.8% | ||
| Q1 25 | -0.7% | 5.8% | ||
| Q4 24 | 15.1% | -10.4% | ||
| Q3 24 | 17.9% | 5.9% | ||
| Q2 24 | 14.1% | 18.2% |
净利率
ECVT
LSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | -38.7% | 2.1% | ||
| Q2 25 | 3.4% | 2.3% | ||
| Q1 25 | -2.5% | 4.2% | ||
| Q4 24 | — | 14.1% | ||
| Q3 24 | 9.3% | 5.7% | ||
| Q2 24 | 5.4% | 18.2% |
每股收益(稀释后)
ECVT
LSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.06 | — | ||
| Q3 25 | $-0.69 | $0.02 | ||
| Q2 25 | $0.05 | $0.02 | ||
| Q1 25 | $-0.03 | $0.04 | ||
| Q4 24 | $-0.26 | $0.12 | ||
| Q3 24 | $0.12 | $0.05 | ||
| Q2 24 | $0.07 | $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 | $197.2M | $133.9M |
| 总债务越低越好 | $392.6M | — |
| 股东权益账面价值 | $603.4M | $714.1M |
| 总资产 | $1.3B | — |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势,按日历期对齐
现金及短期投资
ECVT
LSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $197.2M | — | ||
| Q3 25 | $82.0M | $117.9M | ||
| Q2 25 | $69.6M | $107.2M | ||
| Q1 25 | $127.5M | $127.6M | ||
| Q4 24 | $131.4M | $136.3M | ||
| Q3 24 | $123.5M | $124.3M | ||
| Q2 24 | $83.3M | $109.2M |
总债务
ECVT
LSCC
| Q1 26 | — | — | ||
| Q4 25 | $392.6M | — | ||
| Q3 25 | $854.8M | — | ||
| Q2 25 | $856.6M | — | ||
| Q1 25 | $859.0M | — | ||
| Q4 24 | $860.8M | — | ||
| Q3 24 | $862.7M | — | ||
| Q2 24 | $862.4M | — |
股东权益
ECVT
LSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $603.4M | — | ||
| Q3 25 | $607.9M | $706.4M | ||
| Q2 25 | $692.4M | $687.0M | ||
| Q1 25 | $698.7M | $707.9M | ||
| Q4 24 | $700.5M | $710.9M | ||
| Q3 24 | $729.4M | $703.5M | ||
| Q2 24 | $717.3M | $698.8M |
总资产
ECVT
LSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.7B | $844.4M | ||
| Q2 25 | $1.8B | $808.6M | ||
| Q1 25 | $1.8B | $823.6M | ||
| Q4 24 | $1.8B | $843.9M | ||
| Q3 24 | $1.8B | $853.7M | ||
| Q2 24 | $1.8B | $827.5M |
负债/权益比
ECVT
LSCC
| Q1 26 | — | — | ||
| Q4 25 | 0.65× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.20× | — |
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 | $41.8M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $22.9M | $44.0M |
| 自由现金流率自由现金流/营收 | 11.5% | 30.2% |
| 资本支出强度资本支出/营收 | 9.4% | — |
| 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 | $69.9M | $153.3M |
8季度趋势,按日历期对齐
经营现金流
ECVT
LSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $41.8M | — | ||
| Q3 25 | $55.3M | $47.1M | ||
| Q2 25 | $33.0M | $38.5M | ||
| Q1 25 | $10.3M | $31.9M | ||
| Q4 24 | $43.5M | $45.4M | ||
| Q3 24 | $59.9M | $44.0M | ||
| Q2 24 | $10.0M | $21.9M |
自由现金流
ECVT
LSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $22.9M | — | ||
| Q3 25 | $53.2M | $34.0M | ||
| Q2 25 | $7.8M | $31.3M | ||
| Q1 25 | $-14.0M | $23.3M | ||
| Q4 24 | $30.9M | $39.7M | ||
| Q3 24 | $53.6M | $39.4M | ||
| Q2 24 | $-9.3M | $14.8M |
自由现金流率
ECVT
LSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 26.0% | 25.5% | ||
| Q2 25 | 4.4% | 25.2% | ||
| Q1 25 | -9.8% | 19.4% | ||
| Q4 24 | 20.7% | 33.8% | ||
| Q3 24 | 34.9% | 31.0% | ||
| Q2 24 | -6.1% | 11.9% |
资本支出强度
ECVT
LSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 1.0% | 9.8% | ||
| Q2 25 | 14.4% | 5.8% | ||
| Q1 25 | 16.9% | 7.2% | ||
| Q4 24 | 8.5% | 4.9% | ||
| Q3 24 | 4.1% | 3.7% | ||
| Q2 24 | 12.5% | 5.8% |
现金转化率
ECVT
LSCC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 16.86× | ||
| Q2 25 | 5.52× | 13.23× | ||
| Q1 25 | — | 6.35× | ||
| Q4 24 | — | 2.75× | ||
| Q3 24 | 4.21× | 6.12× | ||
| Q2 24 | 1.20× | 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
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
LSCC
暂无分部数据