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IMAX（IMAX）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
莱迪思半导体的季度营收约是IMAX的1.2倍（$145.8M vs $125.2M），IMAX净利率更高（0.5% vs -5.2%，领先5.8%），IMAX同比增速更快（35.1% vs 9.3%），莱迪思半导体自由现金流更多（$44.0M vs $28.0M），过去两年IMAX的营收复合增速更高（25.8% vs 8.4%）
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
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。
IMAX vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.2倍
$125.2M
营收增速更快
IMAX
高出25.8%
9.3%
净利率更高
IMAX
高出5.8%
-5.2%
自由现金流更多
LSCC
多$16.0M
$28.0M
两年增速更快
IMAX
近两年复合增速
8.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $125.2M | $145.8M |
| 净利润 | $637.0K | $-7.6M |
| 毛利率 | 57.6% | 68.5% |
| 营业利润率 | 19.3% | 30.7% |
| 净利率 | 0.5% | -5.2% |
| 营收同比 | 35.1% | 9.3% |
| 净利润同比 | -88.0% | 14.6% |
| 每股收益（稀释后） | $0.02 | $-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IMAXLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $125.2M | — | ||
| Q3 25 | $106.7M | $133.3M | ||
| Q2 25 | $91.7M | $124.0M | ||
| Q1 25 | $86.7M | $120.2M | ||
| Q4 24 | $92.7M | $117.4M | ||
| Q3 24 | $91.5M | $127.1M | ||
| Q2 24 | $89.0M | $124.1M |
净利润IMAXLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $637.0K | — | ||
| Q3 25 | $20.7M | $2.8M | ||
| Q2 25 | $11.3M | $2.9M | ||
| Q1 25 | $2.3M | $5.0M | ||
| Q4 24 | $5.3M | $16.5M | ||
| Q3 24 | $13.9M | $7.2M | ||
| Q2 24 | $3.6M | $22.6M |
毛利率IMAXLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 57.6% | — | ||
| Q3 25 | 63.1% | 67.9% | ||
| Q2 25 | 58.5% | 68.4% | ||
| Q1 25 | 61.4% | 68.0% | ||
| Q4 24 | 52.2% | 61.1% | ||
| Q3 24 | 55.8% | 69.0% | ||
| Q2 24 | 49.4% | 68.3% |
营业利润率IMAXLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 27.2% | -1.2% | ||
| Q2 25 | 15.6% | 3.8% | ||
| Q1 25 | 19.3% | 5.8% | ||
| Q4 24 | 10.3% | -10.4% | ||
| Q3 24 | 21.2% | 5.9% | ||
| Q2 24 | 3.2% | 18.2% |
净利率IMAXLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 19.4% | 2.1% | ||
| Q2 25 | 12.3% | 2.3% | ||
| Q1 25 | 2.7% | 4.2% | ||
| Q4 24 | 5.7% | 14.1% | ||
| Q3 24 | 15.2% | 5.7% | ||
| Q2 24 | 4.0% | 18.2% |
每股收益（稀释后）IMAXLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.02 | — | ||
| Q3 25 | $0.37 | $0.02 | ||
| Q2 25 | $0.20 | $0.02 | ||
| Q1 25 | $0.04 | $0.04 | ||
| Q4 24 | $0.09 | $0.12 | ||
| Q3 24 | $0.26 | $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 | $151.2M | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $337.9M | $714.1M |
| 总资产 | $894.0M | — |
| 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IMAXLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $151.2M | — | ||
| Q3 25 | $143.1M | $117.9M | ||
| Q2 25 | $109.3M | $107.2M | ||
| Q1 25 | $97.1M | $127.6M | ||
| Q4 24 | $100.6M | $136.3M | ||
| Q3 24 | $104.5M | $124.3M | ||
| Q2 24 | $91.6M | $109.2M |
股东权益IMAXLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $337.9M | — | ||
| Q3 25 | $349.5M | $706.4M | ||
| Q2 25 | $320.4M | $687.0M | ||
| Q1 25 | $299.5M | $707.9M | ||
| Q4 24 | $299.5M | $710.9M | ||
| Q3 24 | $289.4M | $703.5M | ||
| Q2 24 | $267.2M | $698.8M |
总资产IMAXLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $894.0M | — | ||
| Q3 25 | $889.6M | $844.4M | ||
| Q2 25 | $868.6M | $808.6M | ||
| Q1 25 | $848.3M | $823.6M | ||
| Q4 24 | $830.4M | $843.9M | ||
| Q3 24 | $847.6M | $853.7M | ||
| Q2 24 | $827.4M | $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 | $29.4M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $28.0M | $44.0M |
| 自由现金流率自由现金流/营收 | 22.3% | 30.2% |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 46.11× | — |
| 过去12个月自由现金流最近4个季度 | $118.9M | $153.3M |
8季度趋势，按日历期对齐
经营现金流IMAXLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $29.4M | — | ||
| Q3 25 | $67.5M | $47.1M | ||
| Q2 25 | $23.2M | $38.5M | ||
| Q1 25 | $7.0M | $31.9M | ||
| Q4 24 | $11.5M | $45.4M | ||
| Q3 24 | $35.3M | $44.0M | ||
| Q2 24 | $35.0M | $21.9M |
自由现金流IMAXLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $28.0M | — | ||
| Q3 25 | $64.8M | $34.0M | ||
| Q2 25 | $20.9M | $31.3M | ||
| Q1 25 | $5.3M | $23.3M | ||
| Q4 24 | $6.9M | $39.7M | ||
| Q3 24 | $34.2M | $39.4M | ||
| Q2 24 | $33.5M | $14.8M |
自由现金流率IMAXLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 22.3% | — | ||
| Q3 25 | 60.7% | 25.5% | ||
| Q2 25 | 22.8% | 25.2% | ||
| Q1 25 | 6.1% | 19.4% | ||
| Q4 24 | 7.4% | 33.8% | ||
| Q3 24 | 37.3% | 31.0% | ||
| Q2 24 | 37.6% | 11.9% |
资本支出强度IMAXLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 2.6% | 9.8% | ||
| Q2 25 | 2.6% | 5.8% | ||
| Q1 25 | 1.9% | 7.2% | ||
| Q4 24 | 5.0% | 4.9% | ||
| Q3 24 | 1.2% | 3.7% | ||
| Q2 24 | 1.8% | 5.8% |
现金转化率IMAXLSCC
| Q1 26 | — | — | ||
| Q4 25 | 46.11× | — | ||
| Q3 25 | 3.27× | 16.86× | ||
| Q2 25 | 2.06× | 13.23× | ||
| Q1 25 | 2.99× | 6.35× | ||
| Q4 24 | 2.16× | 2.75× | ||
| Q3 24 | 2.54× | 6.12× | ||
| Q2 24 | 9.78× | 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
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
LSCC
暂无分部数据
