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安联全球投资（GROW）与SemiLEDs Corp（LEDS）财务数据对比。点击上方公司名可切换其他公司
SemiLEDs Corp的季度营收约是安联全球投资的1.0倍（$2.6M vs $2.5M），SemiLEDs Corp净利率更高（-28.9% vs -33.7%，领先4.8%），SemiLEDs Corp同比增速更快（103.7% vs 12.5%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -1.6%）
安联全球投资是一家全球性投资管理公司，隶属于安联环球金融服务集团，在全球20多个地区设有办公室，拥有近3000名员工，为机构客户、零售客户以及安联集团自身管理超过5000亿欧元的资产。
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。
GROW vs LEDS — 直观对比
营收规模更大
LEDS
是对方的1.0倍
$2.5M
营收增速更快
LEDS
高出91.2%
12.5%
净利率更高
LEDS
高出4.8%
-33.7%
两年增速更快
LEDS
近两年复合增速
-1.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5M | $2.6M |
| 净利润 | $-846.0K | $-742.0K |
| 毛利率 | — | 0.7% |
| 营业利润率 | -3.5% | -39.4% |
| 净利率 | -33.7% | -28.9% |
| 营收同比 | 12.5% | 103.7% |
| 净利润同比 | -883.7% | -35.6% |
| 每股收益（稀释后） | $-0.07 | $-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GROWLEDS
| Q4 25 | $2.5M | $2.6M | ||
| Q3 25 | $2.3M | $13.2M | ||
| Q2 25 | $2.0M | $17.7M | ||
| Q1 25 | $2.1M | $10.9M | ||
| Q4 24 | $2.2M | $1.3M | ||
| Q3 24 | $2.2M | $1.3M | ||
| Q2 24 | $2.4M | $1.3M | ||
| Q1 24 | $2.6M | $886.0K |
净利润GROWLEDS
| Q4 25 | $-846.0K | $-742.0K | ||
| Q3 25 | $1.5M | $-1.2M | ||
| Q2 25 | — | $223.0K | ||
| Q1 25 | $-382.0K | $388.0K | ||
| Q4 24 | $-86.0K | $-547.0K | ||
| Q3 24 | $315.0K | — | ||
| Q2 24 | $315.0K | $-319.0K | ||
| Q1 24 | $-35.0K | $-559.0K |
毛利率GROWLEDS
| 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GROWLEDS
| Q4 25 | -3.5% | -39.4% | ||
| Q3 25 | -22.9% | -9.0% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | -42.5% | 1.0% | ||
| Q4 24 | -24.2% | -52.1% | ||
| Q3 24 | -25.9% | — | ||
| Q2 24 | — | -35.8% | ||
| Q1 24 | -18.8% | -93.9% |
净利率GROWLEDS
| Q4 25 | -33.7% | -28.9% | ||
| Q3 25 | 66.9% | -9.0% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | -18.2% | 3.6% | ||
| Q4 24 | -3.9% | -43.4% | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 12.9% | -24.1% | ||
| Q1 24 | -1.3% | -63.1% |
每股收益（稀释后）GROWLEDS
| Q4 25 | $-0.07 | $-0.09 | ||
| Q3 25 | $0.12 | $-0.15 | ||
| Q2 25 | — | $0.03 | ||
| Q1 25 | $-0.03 | $0.05 | ||
| Q4 24 | $-0.01 | $-0.08 | ||
| Q3 24 | $0.02 | — | ||
| Q2 24 | $0.01 | $-0.04 | ||
| Q1 24 | $0.00 | $-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 | $34.4M | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $44.2M | $2.1M |
| 总资产 | $47.2M | $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GROWLEDS
| Q4 25 | $34.4M | $2.9M | ||
| Q3 25 | $34.3M | $2.6M | ||
| Q2 25 | $34.2M | $2.4M | ||
| Q1 25 | $36.0M | $2.4M | ||
| Q4 24 | $35.7M | $1.2M | ||
| Q3 24 | $37.0M | $1.7M | ||
| Q2 24 | $37.0M | $1.7M | ||
| Q1 24 | $37.5M | $1.6M |
总债务GROWLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GROWLEDS
| Q4 25 | $44.2M | $2.1M | ||
| Q3 25 | $46.0M | $2.8M | ||
| Q2 25 | $45.2M | $4.0M | ||
| Q1 25 | $46.1M | $3.6M | ||
| Q4 24 | $47.3M | $1.6M | ||
| Q3 24 | $48.4M | $2.2M | ||
| Q2 24 | $49.0M | $2.7M | ||
| Q1 24 | $49.7M | $3.0M |
总资产GROWLEDS
| Q4 25 | $47.2M | $14.2M | ||
| Q3 25 | $48.9M | $15.6M | ||
| Q2 25 | $48.1M | $23.2M | ||
| Q1 25 | $48.8M | $23.2M | ||
| Q4 24 | $50.1M | $10.4M | ||
| Q3 24 | $51.1M | $11.1M | ||
| Q2 24 | $52.0M | $11.5M | ||
| Q1 24 | $52.8M | $12.0M |
负债/权益比GROWLEDS
| 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 | $256.0K | $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 | — | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流GROWLEDS
| Q4 25 | $256.0K | $361.0K | ||
| Q3 25 | $-32.0K | — | ||
| Q2 25 | $-822.0K | $693.0K | ||
| Q1 25 | $-425.0K | $1.4M | ||
| Q4 24 | $-399.0K | $-158.0K | ||
| Q3 24 | $16.0K | — | ||
| Q2 24 | $990.0K | $109.0K | ||
| Q1 24 | $-57.0K | $-600.0K |
自由现金流GROWLEDS
| Q4 25 | — | $331.0K | ||
| Q3 25 | — | — | ||
| Q2 25 | $-829.0K | $383.0K | ||
| Q1 25 | $-426.0K | $1.3M | ||
| Q4 24 | $-406.0K | $-276.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | $777.0K | $98.0K | ||
| Q1 24 | $-125.0K | $-619.0K |
自由现金流率GROWLEDS
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | — | ||
| Q2 25 | -42.3% | 2.2% | ||
| Q1 25 | -20.3% | 11.8% | ||
| Q4 24 | -18.2% | -21.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | 31.8% | 7.4% | ||
| Q1 24 | -4.8% | -69.9% |
资本支出强度GROWLEDS
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | 0.4% | 1.8% | ||
| Q1 25 | 0.0% | 1.1% | ||
| Q4 24 | 0.3% | 9.4% | ||
| Q3 24 | 0.0% | 9.3% | ||
| Q2 24 | 8.7% | 0.8% | ||
| Q1 24 | 2.6% | 2.1% |
现金转化率GROWLEDS
| Q4 25 | — | — | ||
| Q3 25 | -0.02× | — | ||
| Q2 25 | — | 3.11× | ||
| Q1 25 | — | 3.62× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.05× | — | ||
| Q2 24 | 3.14× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
