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Exodus Movement, Inc.（EXOD）与LIGHTPATH TECHNOLOGIES INC（LPTH）财务数据对比。点击上方公司名可切换其他公司
Exodus Movement, Inc.的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.8倍（$29.4M vs $16.4M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -181.0%，领先123.5%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs -34.4%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $-25.8M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs 0.6%）
Exodus Movement成立于2015年，核心产品Exodus加密货币钱包支持多端使用，可在桌面端Windows、macOS、Linux系统，移动端iOS、安卓系统以及浏览器扩展中使用，支持比特币、以太坊、索拉纳等多种主流数字资产的存储管理。
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
EXOD vs LPTH — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $29.4M | $16.4M |
| 净利润 | $-53.2M | $-9.4M |
| 毛利率 | — | 36.8% |
| 营业利润率 | -226.9% | -52.6% |
| 净利率 | -181.0% | -57.5% |
| 营收同比 | -34.4% | 120.2% |
| 净利润同比 | -179.5% | -260.1% |
| 每股收益（稀释后） | — | $-0.20 |
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
| Q4 25 | $29.4M | $16.4M | ||
| Q3 25 | $30.3M | $15.1M | ||
| Q2 25 | $25.8M | $12.2M | ||
| Q1 25 | $36.0M | $9.2M | ||
| Q4 24 | $44.8M | $7.4M | ||
| Q3 24 | $20.1M | $8.4M | ||
| Q2 24 | $22.3M | $8.6M | ||
| Q1 24 | $29.1M | $7.7M |
| Q4 25 | $-53.2M | $-9.4M | ||
| Q3 25 | $17.0M | $-2.9M | ||
| Q2 25 | $37.7M | $-7.1M | ||
| Q1 25 | $-12.9M | $-3.6M | ||
| Q4 24 | $66.9M | $-2.6M | ||
| Q3 24 | $843.0K | $-1.6M | ||
| Q2 24 | $-9.6M | $-2.4M | ||
| Q1 24 | $54.8M | $-2.6M |
| Q4 25 | — | 36.8% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 22.0% | ||
| Q1 25 | — | 29.1% | ||
| Q4 24 | — | 26.0% | ||
| Q3 24 | 43.7% | 33.9% | ||
| Q2 24 | 51.7% | 29.2% | ||
| Q1 24 | 63.2% | 20.9% |
| Q4 25 | -226.9% | -52.6% | ||
| Q3 25 | 66.9% | -16.6% | ||
| Q2 25 | — | -38.0% | ||
| Q1 25 | -60.4% | -36.3% | ||
| Q4 24 | — | -33.5% | ||
| Q3 24 | -0.3% | -16.4% | ||
| Q2 24 | -66.1% | -25.6% | ||
| Q1 24 | — | -33.6% |
| Q4 25 | -181.0% | -57.5% | ||
| Q3 25 | 56.2% | -19.2% | ||
| Q2 25 | 145.8% | -57.8% | ||
| Q1 25 | -35.8% | -39.1% | ||
| Q4 24 | 149.4% | -35.2% | ||
| Q3 24 | 4.2% | -19.3% | ||
| Q2 24 | -43.1% | -27.3% | ||
| Q1 24 | 188.5% | -33.7% |
| Q4 25 | — | $-0.20 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | — | $0.19 | ||
| Q1 25 | — | $-0.44 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | — | $-0.04 | ||
| Q2 24 | — | $-0.15 | ||
| Q1 24 | — | $-0.07 |
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 | $4.9M | $73.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $247.4M | $77.9M |
| 总资产 | $266.8M | $148.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $4.9M | $73.6M | ||
| Q3 25 | $50.5M | — | ||
| Q2 25 | $52.9M | $4.9M | ||
| Q1 25 | $59.8M | — | ||
| Q4 24 | $37.9M | — | ||
| Q3 24 | $26.5M | — | ||
| Q2 24 | $27.8M | — | ||
| Q1 24 | $21.0M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $535.0K | ||
| Q1 24 | — | $599.4K |
| Q4 25 | $247.4M | $77.9M | ||
| Q3 25 | $296.7M | $21.4M | ||
| Q2 25 | $277.1M | $15.6M | ||
| Q1 25 | $241.5M | $15.7M | ||
| Q4 24 | $257.5M | $26.7M | ||
| Q3 24 | $191.2M | $29.4M | ||
| Q2 24 | $190.8M | $30.2M | ||
| Q1 24 | $199.1M | $31.7M |
| Q4 25 | $266.8M | $148.6M | ||
| Q3 25 | $338.5M | $87.3M | ||
| Q2 25 | $313.7M | $81.5M | ||
| Q1 25 | $263.2M | $81.4M | ||
| Q4 24 | $288.0M | $45.8M | ||
| Q3 24 | $211.6M | $48.4M | ||
| Q2 24 | $211.6M | $48.1M | ||
| Q1 24 | $225.4M | $49.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | 0.02× |
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 | $-25.6M | $2.8M |
| 自由现金流经营现金流 - 资本支出 | $-25.8M | $2.0M |
| 自由现金流率自由现金流/营收 | -87.9% | 12.0% |
| 资本支出强度资本支出/营收 | 0.9% | 5.3% |
| 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 | $-42.3M | $-6.3M |
8季度趋势，按日历期对齐
| Q4 25 | $-25.6M | $2.8M | ||
| Q3 25 | $-4.8M | $-1.1M | ||
| Q2 25 | $-5.3M | $-2.6M | ||
| Q1 25 | $-6.2M | $-3.2M | ||
| Q4 24 | $-12.0M | $-737.4K | ||
| Q3 24 | $-4.9M | $-1.7M | ||
| Q2 24 | $-2.4M | $64.7K | ||
| Q1 24 | $450.0K | $-394.2K |
| Q4 25 | $-25.8M | $2.0M | ||
| Q3 25 | $-4.8M | $-1.2M | ||
| Q2 25 | $-5.4M | $-3.3M | ||
| Q1 25 | $-6.2M | $-3.7M | ||
| Q4 24 | $-12.3M | $-817.8K | ||
| Q3 24 | $-4.9M | $-1.8M | ||
| Q2 24 | $-2.4M | $-225.5K | ||
| Q1 24 | $300.0K | $-802.5K |
| Q4 25 | -87.9% | 12.0% | ||
| Q3 25 | -16.0% | -8.1% | ||
| Q2 25 | -20.7% | -27.3% | ||
| Q1 25 | -17.3% | -40.0% | ||
| Q4 24 | -27.5% | -11.0% | ||
| Q3 24 | -24.5% | -21.2% | ||
| Q2 24 | -10.8% | -2.6% | ||
| Q1 24 | 1.0% | -10.4% |
| Q4 25 | 0.9% | 5.3% | ||
| Q3 25 | 0.1% | 0.5% | ||
| Q2 25 | 0.4% | 5.6% | ||
| Q1 25 | 0.1% | 4.6% | ||
| Q4 24 | 0.6% | 1.1% | ||
| Q3 24 | 0.2% | 0.9% | ||
| Q2 24 | 0.2% | 3.4% | ||
| Q1 24 | 0.5% | 5.3% |
| Q4 25 | — | — | ||
| Q3 25 | -0.28× | — | ||
| Q2 25 | -0.14× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.18× | — | ||
| Q3 24 | -5.80× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.01× | — |
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
EXOD
| Exchange Aggregation | $26.6M | 90% |
| Other | $2.8M | 10% |
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
