vs
INTERNATIONAL BANCSHARES CORP(IBOC)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
INTERNATIONAL BANCSHARES CORP的季度营收约是莱迪思半导体的1.5倍($217.7M vs $145.8M),INTERNATIONAL BANCSHARES CORP净利率更高(62.3% vs -5.2%,领先67.6%),莱迪思半导体同比增速更快(24.2% vs 4.5%),INTERNATIONAL BANCSHARES CORP自由现金流更多($472.9M vs $44.0M),过去两年INTERNATIONAL BANCSHARES CORP的营收复合增速更高(2.8% vs 1.8%)
国际银行股份公司(International Bancshares Corporation)是总部位于美国得克萨斯州拉雷多的银行控股公司,核心子公司为国际商业银行。目前集团通过旗下银行子公司运营217个营业网点、315台自动柜员机,服务覆盖得克萨斯州、俄克拉荷马州的88个城镇社区。
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。
IBOC vs LSCC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $217.7M | $145.8M |
| 净利润 | $106.9M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | 62.8% | 0.7% |
| 净利率 | 62.3% | -5.2% |
| 营收同比 | 4.5% | 24.2% |
| 净利润同比 | -7.1% | -146.3% |
| 每股收益(稀释后) | $1.71 | $-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
| Q1 26 | — | $145.8M | ||
| Q4 25 | $217.7M | — | ||
| Q3 25 | $218.1M | $133.3M | ||
| Q2 25 | $208.2M | $124.0M | ||
| Q1 25 | $198.2M | $120.2M | ||
| Q4 24 | $208.3M | $117.4M | ||
| Q3 24 | $211.8M | $127.1M | ||
| Q2 24 | $207.8M | $124.1M |
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $106.9M | — | ||
| Q3 25 | $108.4M | $2.8M | ||
| Q2 25 | $100.1M | $2.9M | ||
| Q1 25 | $96.9M | $5.0M | ||
| Q4 24 | $115.1M | $16.5M | ||
| Q3 24 | $99.8M | $7.2M | ||
| Q2 24 | $97.0M | $22.6M |
| Q1 26 | — | 68.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 67.9% | ||
| Q2 25 | — | 68.4% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 61.1% | ||
| Q3 24 | — | 69.0% | ||
| Q2 24 | — | 68.3% |
| Q1 26 | — | 0.7% | ||
| Q4 25 | 62.8% | — | ||
| Q3 25 | 62.6% | -1.2% | ||
| Q2 25 | 60.5% | 3.8% | ||
| Q1 25 | 61.1% | 5.8% | ||
| Q4 24 | 64.2% | -10.4% | ||
| Q3 24 | 60.0% | 5.9% | ||
| Q2 24 | 60.1% | 18.2% |
| Q1 26 | — | -5.2% | ||
| Q4 25 | 62.3% | — | ||
| Q3 25 | 49.7% | 2.1% | ||
| Q2 25 | 48.1% | 2.3% | ||
| Q1 25 | 48.9% | 4.2% | ||
| Q4 24 | 71.5% | 14.1% | ||
| Q3 24 | 47.1% | 5.7% | ||
| Q2 24 | 46.7% | 18.2% |
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $1.71 | — | ||
| Q3 25 | $1.74 | $0.02 | ||
| Q2 25 | $1.61 | $0.02 | ||
| Q1 25 | $1.56 | $0.04 | ||
| Q4 24 | $1.85 | $0.12 | ||
| Q3 24 | $1.60 | $0.05 | ||
| Q2 24 | $1.56 | $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 | $5.5B | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.3B | $714.1M |
| 总资产 | $16.6B | $883.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $133.9M | ||
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $117.9M | ||
| Q2 25 | $5.8B | $107.2M | ||
| Q1 25 | $5.6B | $127.6M | ||
| Q4 24 | $5.4B | $136.3M | ||
| Q3 24 | $5.8B | $124.3M | ||
| Q2 24 | $5.7B | $109.2M |
| Q1 26 | — | $714.1M | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.1B | $706.4M | ||
| Q2 25 | $3.0B | $687.0M | ||
| Q1 25 | $2.9B | $707.9M | ||
| Q4 24 | $2.8B | $710.9M | ||
| Q3 24 | $2.7B | $703.5M | ||
| Q2 24 | $2.6B | $698.8M |
| Q1 26 | — | $883.1M | ||
| Q4 25 | $16.6B | — | ||
| Q3 25 | $16.6B | $844.4M | ||
| Q2 25 | $16.5B | $808.6M | ||
| Q1 25 | $16.3B | $823.6M | ||
| Q4 24 | $15.7B | $843.9M | ||
| Q3 24 | $15.9B | $853.7M | ||
| Q2 24 | $15.5B | $827.5M |
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 | $491.1M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $472.9M | $44.0M |
| 自由现金流率自由现金流/营收 | 217.2% | 30.2% |
| 资本支出强度资本支出/营收 | 8.3% | 9.3% |
| 现金转化率经营现金流/净利润 | 4.59× | — |
| 过去12个月自由现金流最近4个季度 | $809.9M | $132.6M |
8季度趋势,按日历期对齐
| Q1 26 | — | $57.6M | ||
| Q4 25 | $491.1M | — | ||
| Q3 25 | $115.2M | $47.1M | ||
| Q2 25 | $95.5M | $38.5M | ||
| Q1 25 | $140.5M | $31.9M | ||
| Q4 24 | $473.9M | $45.4M | ||
| Q3 24 | $116.5M | $44.0M | ||
| Q2 24 | $107.2M | $21.9M |
| Q1 26 | — | $44.0M | ||
| Q4 25 | $472.9M | — | ||
| Q3 25 | $112.2M | $34.0M | ||
| Q2 25 | $91.6M | $31.3M | ||
| Q1 25 | $133.1M | $23.3M | ||
| Q4 24 | $459.8M | $39.7M | ||
| Q3 24 | $109.6M | $39.4M | ||
| Q2 24 | $104.9M | $14.8M |
| Q1 26 | — | 30.2% | ||
| Q4 25 | 217.2% | — | ||
| Q3 25 | 51.5% | 25.5% | ||
| Q2 25 | 44.0% | 25.2% | ||
| Q1 25 | 67.1% | 19.4% | ||
| Q4 24 | 220.8% | 33.8% | ||
| Q3 24 | 51.7% | 31.0% | ||
| Q2 24 | 50.5% | 11.9% |
| Q1 26 | — | 9.3% | ||
| Q4 25 | 8.3% | — | ||
| Q3 25 | 1.3% | 9.8% | ||
| Q2 25 | 1.9% | 5.8% | ||
| Q1 25 | 3.7% | 7.2% | ||
| Q4 24 | 6.8% | 4.9% | ||
| Q3 24 | 3.3% | 3.7% | ||
| Q2 24 | 1.1% | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | — | ||
| Q3 25 | 1.06× | 16.86× | ||
| Q2 25 | 0.95× | 13.23× | ||
| Q1 25 | 1.45× | 6.35× | ||
| Q4 24 | 4.12× | 2.75× | ||
| Q3 24 | 1.17× | 6.12× | ||
| Q2 24 | 1.11× | 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
IBOC
暂无分部数据
LSCC
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |