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化石集团（FOSL）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
化石集团的季度营收约是莱迪思半导体的1.9倍（$270.2M vs $145.8M），莱迪思半导体净利率更高（-5.2% vs -14.8%，领先9.6%），莱迪思半导体同比增速更快（9.3% vs -21.1%），莱迪思半导体自由现金流更多（$44.0M vs $-22.5M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs -11.4%）
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
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。
FOSL vs LSCC — 直观对比
营收规模更大
FOSL
是对方的1.9倍
$145.8M
营收增速更快
LSCC
高出30.4%
-21.1%
净利率更高
LSCC
高出9.6%
-14.8%
自由现金流更多
LSCC
多$66.5M
$-22.5M
两年增速更快
LSCC
近两年复合增速
-11.4%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.2M | $145.8M |
| 净利润 | $-40.0M | $-7.6M |
| 毛利率 | 49.0% | 68.5% |
| 营业利润率 | -8.0% | 30.7% |
| 净利率 | -14.8% | -5.2% |
| 营收同比 | -21.1% | 9.3% |
| 净利润同比 | -257.8% | 14.6% |
| 每股收益（稀释后） | $-0.76 | $-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FOSLLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $270.2M | — | ||
| Q3 25 | $220.4M | $133.3M | ||
| Q2 25 | $233.3M | $124.0M | ||
| Q1 25 | — | $120.2M | ||
| Q4 24 | $342.3M | $117.4M | ||
| Q3 24 | $287.8M | $127.1M | ||
| Q2 24 | $260.0M | $124.1M |
净利润FOSLLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $-40.0M | — | ||
| Q3 25 | $-2.1M | $2.8M | ||
| Q2 25 | $-17.9M | $2.9M | ||
| Q1 25 | — | $5.0M | ||
| Q4 24 | $-11.2M | $16.5M | ||
| Q3 24 | $-31.9M | $7.2M | ||
| Q2 24 | $-38.8M | $22.6M |
毛利率FOSLLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 49.0% | — | ||
| Q3 25 | 57.5% | 67.9% | ||
| Q2 25 | 61.3% | 68.4% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | 53.9% | 61.1% | ||
| Q3 24 | 49.4% | 69.0% | ||
| Q2 24 | 52.6% | 68.3% |
营业利润率FOSLLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | -8.0% | — | ||
| Q3 25 | 3.9% | -1.2% | ||
| Q2 25 | -2.9% | 3.8% | ||
| Q1 25 | — | 5.8% | ||
| Q4 24 | -4.8% | -10.4% | ||
| Q3 24 | -8.5% | 5.9% | ||
| Q2 24 | -13.1% | 18.2% |
净利率FOSLLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | -14.8% | — | ||
| Q3 25 | -1.0% | 2.1% | ||
| Q2 25 | -7.7% | 2.3% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | -3.3% | 14.1% | ||
| Q3 24 | -11.1% | 5.7% | ||
| Q2 24 | -14.9% | 18.2% |
每股收益（稀释后）FOSLLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $-0.76 | — | ||
| Q3 25 | $-0.04 | $0.02 | ||
| Q2 25 | $-0.33 | $0.02 | ||
| Q1 25 | — | $0.04 | ||
| Q4 24 | $-0.15 | $0.12 | ||
| Q3 24 | $-0.60 | $0.05 | ||
| Q2 24 | $-0.73 | $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 | $79.2M | $133.9M |
| 总债务越低越好 | $169.1M | — |
| 股东权益账面价值 | $112.6M | $714.1M |
| 总资产 | $701.0M | — |
| 负债/权益比越低杠杆越低 | 1.50× | — |
8季度趋势，按日历期对齐
现金及短期投资FOSLLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $79.2M | — | ||
| Q3 25 | $109.9M | $117.9M | ||
| Q2 25 | $78.3M | $107.2M | ||
| Q1 25 | — | $127.6M | ||
| Q4 24 | $123.6M | $136.3M | ||
| Q3 24 | $106.3M | $124.3M | ||
| Q2 24 | $104.9M | $109.2M |
总债务FOSLLSCC
| Q1 26 | — | — | ||
| Q4 25 | $169.1M | — | ||
| Q3 25 | $165.6M | — | ||
| Q2 25 | $167.2M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $162.7M | — | ||
| Q3 24 | $173.4M | — | ||
| Q2 24 | $156.5M | — |
股东权益FOSLLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $112.6M | — | ||
| Q3 25 | $150.3M | $706.4M | ||
| Q2 25 | $140.6M | $687.0M | ||
| Q1 25 | — | $707.9M | ||
| Q4 24 | $148.7M | $710.9M | ||
| Q3 24 | $164.4M | $703.5M | ||
| Q2 24 | $189.6M | $698.8M |
总资产FOSLLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $701.0M | — | ||
| Q3 25 | $704.5M | $844.4M | ||
| Q2 25 | $686.0M | $808.6M | ||
| Q1 25 | — | $823.6M | ||
| Q4 24 | $763.6M | $843.9M | ||
| Q3 24 | $812.4M | $853.7M | ||
| Q2 24 | $785.7M | $827.5M |
负债/权益比FOSLLSCC
| Q1 26 | — | — | ||
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.09× | — | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 0.83× | — |
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 | $-22.2M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $-22.5M | $44.0M |
| 自由现金流率自由现金流/营收 | -8.3% | 30.2% |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | $-46.0M | $153.3M |
8季度趋势，按日历期对齐
经营现金流FOSLLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $-22.2M | — | ||
| Q3 25 | $9.4M | $47.1M | ||
| Q2 25 | $-60.4M | $38.5M | ||
| Q1 25 | — | $31.9M | ||
| Q4 24 | $30.5M | $45.4M | ||
| Q3 24 | $-22.8M | $44.0M | ||
| Q2 24 | $38.4M | $21.9M |
自由现金流FOSLLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $-22.5M | — | ||
| Q3 25 | $8.6M | $34.0M | ||
| Q2 25 | $-60.6M | $31.3M | ||
| Q1 25 | — | $23.3M | ||
| Q4 24 | $28.5M | $39.7M | ||
| Q3 24 | $-24.1M | $39.4M | ||
| Q2 24 | $36.6M | $14.8M |
自由现金流率FOSLLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | -8.3% | — | ||
| Q3 25 | 3.9% | 25.5% | ||
| Q2 25 | -26.0% | 25.2% | ||
| Q1 25 | — | 19.4% | ||
| Q4 24 | 8.3% | 33.8% | ||
| Q3 24 | -8.4% | 31.0% | ||
| Q2 24 | 14.1% | 11.9% |
资本支出强度FOSLLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.4% | 9.8% | ||
| Q2 25 | 0.1% | 5.8% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | 0.6% | 4.9% | ||
| Q3 24 | 0.4% | 3.7% | ||
| Q2 24 | 0.7% | 5.8% |
现金转化率FOSLLSCC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 16.86× | ||
| Q2 25 | — | 13.23× | ||
| Q1 25 | — | 6.35× | ||
| Q4 24 | — | 2.75× | ||
| Q3 24 | — | 6.12× | ||
| Q2 24 | — | 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
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
LSCC
暂无分部数据
