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JBG SMITH Properties（JBGS）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JBG SMITH Properties的1.1倍（$145.8M vs $127.6M），莱迪思半导体净利率更高（-5.2% vs -35.7%，领先30.5%），莱迪思半导体同比增速更快（9.3% vs -2.5%），过去两年莱迪思半导体的营收复合增速更高（8.4% vs -6.3%）
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
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。
JBGS vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.1倍
$127.6M
营收增速更快
LSCC
高出11.8%
-2.5%
净利率更高
LSCC
高出30.5%
-35.7%
两年增速更快
LSCC
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $127.6M | $145.8M |
| 净利润 | $-45.5M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | -47.5% | 30.7% |
| 净利率 | -35.7% | -5.2% |
| 营收同比 | -2.5% | 9.3% |
| 净利润同比 | 24.0% | 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JBGSLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $127.6M | — | ||
| Q3 25 | $123.9M | $133.3M | ||
| Q2 25 | $126.5M | $124.0M | ||
| Q1 25 | $120.7M | $120.2M | ||
| Q4 24 | $130.8M | $117.4M | ||
| Q3 24 | $136.0M | $127.1M | ||
| Q2 24 | $135.3M | $124.1M |
净利润JBGSLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $-45.5M | — | ||
| Q3 25 | $-28.6M | $2.8M | ||
| Q2 25 | $-19.2M | $2.9M | ||
| Q1 25 | $-45.7M | $5.0M | ||
| Q4 24 | $-59.9M | $16.5M | ||
| Q3 24 | $-27.0M | $7.2M | ||
| Q2 24 | $-24.4M | $22.6M |
毛利率JBGSLSCC
| 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% |
营业利润率JBGSLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | -47.5% | — | ||
| Q3 25 | -27.5% | -1.2% | ||
| Q2 25 | -18.4% | 3.8% | ||
| Q1 25 | -44.7% | 5.8% | ||
| Q4 24 | -53.6% | -10.4% | ||
| Q3 24 | -22.4% | 5.9% | ||
| Q2 24 | -24.3% | 18.2% |
净利率JBGSLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | -35.7% | — | ||
| Q3 25 | -23.1% | 2.1% | ||
| Q2 25 | -15.2% | 2.3% | ||
| Q1 25 | -37.9% | 4.2% | ||
| Q4 24 | -45.8% | 14.1% | ||
| Q3 24 | -19.8% | 5.7% | ||
| Q2 24 | -18.0% | 18.2% |
每股收益（稀释后）JBGSLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $-0.76 | — | ||
| Q3 25 | $-0.48 | $0.02 | ||
| Q2 25 | $-0.29 | $0.02 | ||
| Q1 25 | $-0.56 | $0.04 | ||
| Q4 24 | $-0.70 | $0.12 | ||
| Q3 24 | $-0.32 | $0.05 | ||
| Q2 24 | $-0.27 | $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 | $75.3M | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $714.1M |
| 总资产 | $4.4B | — |
| 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JBGSLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $75.3M | — | ||
| Q3 25 | $64.4M | $117.9M | ||
| Q2 25 | $61.4M | $107.2M | ||
| Q1 25 | $81.3M | $127.6M | ||
| Q4 24 | $145.8M | $136.3M | ||
| Q3 24 | $137.0M | $124.3M | ||
| Q2 24 | $163.5M | $109.2M |
股东权益JBGSLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $706.4M | ||
| Q2 25 | $1.3B | $687.0M | ||
| Q1 25 | $1.6B | $707.9M | ||
| Q4 24 | $1.8B | $710.9M | ||
| Q3 24 | $1.9B | $703.5M | ||
| Q2 24 | $2.0B | $698.8M |
总资产JBGSLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | $844.4M | ||
| Q2 25 | $4.5B | $808.6M | ||
| Q1 25 | $4.7B | $823.6M | ||
| Q4 24 | $5.0B | $843.9M | ||
| Q3 24 | $5.2B | $853.7M | ||
| Q2 24 | $5.3B | $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 | $73.3M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $44.0M |
| 自由现金流率自由现金流/营收 | — | 30.2% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $153.3M |
8季度趋势，按日历期对齐
经营现金流JBGSLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $73.3M | — | ||
| Q3 25 | $8.9M | $47.1M | ||
| Q2 25 | $18.8M | $38.5M | ||
| Q1 25 | $12.9M | $31.9M | ||
| Q4 24 | $129.4M | $45.4M | ||
| Q3 24 | $26.4M | $44.0M | ||
| Q2 24 | $23.8M | $21.9M |
自由现金流JBGSLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $31.3M | ||
| Q1 25 | — | $23.3M | ||
| Q4 24 | — | $39.7M | ||
| Q3 24 | — | $39.4M | ||
| Q2 24 | — | $14.8M |
自由现金流率JBGSLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 25.5% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 19.4% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 31.0% | ||
| Q2 24 | — | 11.9% |
资本支出强度JBGSLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 5.8% |
现金转化率JBGSLSCC
| 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
