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Liberty Broadband Corp（LBRDA）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
Liberty Broadband Corp的季度营收约是莱迪思半导体的1.8倍（$261.0M vs $145.8M），Liberty Broadband Corp净利率更高（146.7% vs -5.2%，领先152.0%），莱迪思半导体同比增速更快（9.3% vs 6.1%），莱迪思半导体自由现金流更多（$44.0M vs $37.0M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 4.3%）
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
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。
LBRDA vs LSCC — 直观对比
营收规模更大
LBRDA
是对方的1.8倍
$145.8M
营收增速更快
LSCC
高出3.2%
6.1%
净利率更高
LBRDA
高出152.0%
-5.2%
自由现金流更多
LSCC
多$7.0M
$37.0M
两年增速更快
LSCC
近两年复合增速
4.3%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $145.8M |
| 净利润 | $383.0M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | 15.7% | 30.7% |
| 净利率 | 146.7% | -5.2% |
| 营收同比 | 6.1% | 9.3% |
| 净利润同比 | 96.4% | 14.6% |
| 每股收益（稀释后） | $2.68 | $-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LBRDALSCC
| Q1 26 | — | $145.8M | ||
| Q3 25 | — | $133.3M | ||
| Q2 25 | $261.0M | $124.0M | ||
| Q1 25 | $266.0M | $120.2M | ||
| Q4 24 | $263.0M | $117.4M | ||
| Q3 24 | $262.0M | $127.1M | ||
| Q2 24 | $246.0M | $124.1M | ||
| Q1 24 | $245.0M | — |
净利润LBRDALSCC
| Q1 26 | — | $-7.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | $383.0M | $2.9M | ||
| Q1 25 | $268.0M | $5.0M | ||
| Q4 24 | $291.0M | $16.5M | ||
| Q3 24 | $142.0M | $7.2M | ||
| Q2 24 | $195.0M | $22.6M | ||
| Q1 24 | $241.0M | — |
毛利率LBRDALSCC
| Q1 26 | — | 68.5% | ||
| 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 24 | — | — |
营业利润率LBRDALSCC
| Q1 26 | — | 0.7% | ||
| Q3 25 | — | -1.2% | ||
| Q2 25 | 15.7% | 3.8% | ||
| Q1 25 | 16.2% | 5.8% | ||
| Q4 24 | 4.9% | -10.4% | ||
| Q3 24 | 11.5% | 5.9% | ||
| Q2 24 | 8.5% | 18.2% | ||
| Q1 24 | 11.4% | — |
净利率LBRDALSCC
| Q1 26 | — | -5.2% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | 146.7% | 2.3% | ||
| Q1 25 | 100.8% | 4.2% | ||
| Q4 24 | 110.6% | 14.1% | ||
| Q3 24 | 54.2% | 5.7% | ||
| Q2 24 | 79.3% | 18.2% | ||
| Q1 24 | 98.4% | — |
每股收益（稀释后）LBRDALSCC
| Q1 26 | — | $-0.06 | ||
| Q3 25 | — | $0.02 | ||
| Q2 25 | $2.68 | $0.02 | ||
| Q1 25 | $1.87 | $0.04 | ||
| Q4 24 | $2.04 | $0.12 | ||
| Q3 24 | $0.99 | $0.05 | ||
| Q2 24 | $1.36 | $0.16 | ||
| Q1 24 | $1.69 | — |
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 | $180.0M | $133.9M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $10.4B | $714.1M |
| 总资产 | $16.6B | — |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资LBRDALSCC
| Q1 26 | — | $133.9M | ||
| Q3 25 | — | $117.9M | ||
| Q2 25 | $180.0M | $107.2M | ||
| Q1 25 | $226.0M | $127.6M | ||
| Q4 24 | $163.0M | $136.3M | ||
| Q3 24 | $168.0M | $124.3M | ||
| Q2 24 | $73.0M | $109.2M | ||
| Q1 24 | $108.0M | — |
总债务LBRDALSCC
| Q1 26 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.6B | — |
股东权益LBRDALSCC
| Q1 26 | — | $714.1M | ||
| Q3 25 | — | $706.4M | ||
| Q2 25 | $10.4B | $687.0M | ||
| Q1 25 | $10.1B | $707.9M | ||
| Q4 24 | $9.8B | $710.9M | ||
| Q3 24 | $9.5B | $703.5M | ||
| Q2 24 | $9.3B | $698.8M | ||
| Q1 24 | $9.1B | — |
总资产LBRDALSCC
| Q1 26 | — | $883.1M | ||
| Q3 25 | — | $844.4M | ||
| Q2 25 | $16.6B | $808.6M | ||
| Q1 25 | $17.0B | $823.6M | ||
| Q4 24 | $16.7B | $843.9M | ||
| Q3 24 | $16.3B | $853.7M | ||
| Q2 24 | $16.0B | $827.5M | ||
| Q1 24 | $15.7B | — |
负债/权益比LBRDALSCC
| Q1 26 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.40× | — |
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 | $91.0M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $44.0M |
| 自由现金流率自由现金流/营收 | 14.2% | 30.2% |
| 资本支出强度资本支出/营收 | 20.7% | — |
| 现金转化率经营现金流/净利润 | 0.24× | — |
| 过去12个月自由现金流最近4个季度 | $-49.0M | $153.3M |
8季度趋势，按日历期对齐
经营现金流LBRDALSCC
| Q1 26 | — | $57.6M | ||
| Q3 25 | — | $47.1M | ||
| Q2 25 | $91.0M | $38.5M | ||
| Q1 25 | $78.0M | $31.9M | ||
| Q4 24 | $1.0M | $45.4M | ||
| Q3 24 | $24.0M | $44.0M | ||
| Q2 24 | $27.0M | $21.9M | ||
| Q1 24 | $52.0M | — |
自由现金流LBRDALSCC
| Q1 26 | — | $44.0M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | $37.0M | $31.3M | ||
| Q1 25 | $13.0M | $23.3M | ||
| Q4 24 | $-63.0M | $39.7M | ||
| Q3 24 | $-36.0M | $39.4M | ||
| Q2 24 | $-35.0M | $14.8M | ||
| Q1 24 | $-9.0M | — |
自由现金流率LBRDALSCC
| Q1 26 | — | 30.2% | ||
| Q3 25 | — | 25.5% | ||
| Q2 25 | 14.2% | 25.2% | ||
| Q1 25 | 4.9% | 19.4% | ||
| Q4 24 | -24.0% | 33.8% | ||
| Q3 24 | -13.7% | 31.0% | ||
| Q2 24 | -14.2% | 11.9% | ||
| Q1 24 | -3.7% | — |
资本支出强度LBRDALSCC
| Q1 26 | — | 9.3% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | 20.7% | 5.8% | ||
| Q1 25 | 24.4% | 7.2% | ||
| Q4 24 | 24.3% | 4.9% | ||
| Q3 24 | 22.9% | 3.7% | ||
| Q2 24 | 25.2% | 5.8% | ||
| Q1 24 | 24.9% | — |
现金转化率LBRDALSCC
| Q1 26 | — | — | ||
| Q3 25 | — | 16.86× | ||
| Q2 25 | 0.24× | 13.23× | ||
| Q1 25 | 0.29× | 6.35× | ||
| Q4 24 | 0.00× | 2.75× | ||
| Q3 24 | 0.17× | 6.12× | ||
| Q2 24 | 0.14× | 0.97× | ||
| Q1 24 | 0.22× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
