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Lucid Group, Inc.（LCID）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是Lucid Group, Inc.的1.8倍（$943.7M vs $522.7M），思佳讯净利率更高（3.8% vs -155.7%，领先159.5%），Lucid Group, Inc.同比增速更快（122.9% vs -1.0%），过去两年Lucid Group, Inc.的营收复合增速更高（74.0% vs 2.1%）
Lucid Group, Inc.是总部位于美国加利福尼亚州纽瓦克的汽车科技企业，专注于电动汽车制造及先进电动汽车动力系统供应。2021年9月，公司在亚利桑那州卡萨格兰德的工厂开始生产Lucid Air豪华轿车，第二款车型Lucid Gravity SUV于2024年12月投产，同时也为阿斯顿·马丁等其他车企供应和研发动力总成技术。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
LCID vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.8倍
$522.7M
营收增速更快
LCID
高出123.9%
-1.0%
净利率更高
SWKS
高出159.5%
-155.7%
两年增速更快
LCID
近两年复合增速
2.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $522.7M | $943.7M |
| 净利润 | $-814.0M | $35.6M |
| 毛利率 | -80.7% | 40.8% |
| 营业利润率 | -203.7% | 4.5% |
| 净利率 | -155.7% | 3.8% |
| 营收同比 | 122.9% | -1.0% |
| 净利润同比 | -104.9% | -48.2% |
| 每股收益（稀释后） | $-8.26 | $0.24 |
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LCIDSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $522.7M | $1.1B | ||
| Q3 25 | $336.6M | — | ||
| Q2 25 | $259.4M | $965.0M | ||
| Q1 25 | $235.0M | $953.2M | ||
| Q4 24 | $234.5M | $1.1B | ||
| Q3 24 | $200.0M | $1.0B |
净利润LCIDSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $-814.0M | $141.4M | ||
| Q3 25 | $-978.4M | — | ||
| Q2 25 | $-539.4M | $105.0M | ||
| Q1 25 | $-366.2M | $68.7M | ||
| Q4 24 | $-397.2M | $162.0M | ||
| Q3 24 | $-992.5M | $60.5M |
毛利率LCIDSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | -80.7% | 40.7% | ||
| Q3 25 | -99.1% | — | ||
| Q2 25 | -105.0% | 41.6% | ||
| Q1 25 | -97.2% | 41.1% | ||
| Q4 24 | -89.0% | 41.4% | ||
| Q3 24 | -106.2% | 41.9% |
营业利润率LCIDSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | -203.7% | 10.1% | ||
| Q3 25 | -279.9% | — | ||
| Q2 25 | -309.5% | 11.5% | ||
| Q1 25 | -294.4% | 10.2% | ||
| Q4 24 | -312.6% | 16.9% | ||
| Q3 24 | -385.2% | 5.8% |
净利率LCIDSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | -155.7% | 12.9% | ||
| Q3 25 | -290.7% | — | ||
| Q2 25 | -207.9% | 10.9% | ||
| Q1 25 | -155.8% | 7.2% | ||
| Q4 24 | -169.4% | 15.2% | ||
| Q3 24 | -496.1% | 5.9% |
每股收益（稀释后）LCIDSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $-8.26 | $0.95 | ||
| Q3 25 | $-3.31 | — | ||
| Q2 25 | $-0.28 | $0.70 | ||
| Q1 25 | $-0.24 | $0.43 | ||
| Q4 24 | $-0.20 | $1.00 | ||
| Q3 24 | $-0.41 | $0.36 |
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 | $1.6B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $717.3M | $5.8B |
| 总资产 | $8.4B | $7.9B |
| 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LCIDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.8B | $1.3B | ||
| Q1 25 | $3.6B | $1.5B | ||
| Q4 24 | $4.0B | $1.7B | ||
| Q3 24 | $3.5B | $1.6B |
总债务LCIDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M |
股东权益LCIDSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $717.3M | $5.8B | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $2.4B | $5.7B | ||
| Q1 25 | $3.2B | $5.9B | ||
| Q4 24 | $3.9B | $6.4B | ||
| Q3 24 | $2.7B | $6.3B |
总资产LCIDSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $8.4B | $7.9B | ||
| Q3 25 | $8.8B | — | ||
| Q2 25 | $8.9B | $7.7B | ||
| Q1 25 | $9.2B | $7.9B | ||
| Q4 24 | $9.6B | $8.3B | ||
| Q3 24 | $8.5B | $8.3B |
负债/权益比LCIDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | $-916.4M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $-1.2B | — |
| 自由现金流率自由现金流/营收 | -237.6% | — |
| 资本支出强度资本支出/营收 | 62.3% | 8.7% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $-3.8B | — |
8季度趋势，按日历期对齐
经营现金流LCIDSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $-916.4M | $200.0M | ||
| Q3 25 | $-756.6M | — | ||
| Q2 25 | $-830.2M | $314.2M | ||
| Q1 25 | $-428.6M | $409.4M | ||
| Q4 24 | $-533.1M | $377.2M | ||
| Q3 24 | $-462.8M | $476.1M |
自由现金流LCIDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-1.2B | $144.0M | ||
| Q3 25 | $-955.5M | — | ||
| Q2 25 | $-1.0B | $252.7M | ||
| Q1 25 | $-589.9M | $370.9M | ||
| Q4 24 | $-824.8M | $338.2M | ||
| Q3 24 | $-622.5M | $393.3M |
自由现金流率LCIDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | -237.6% | 13.1% | ||
| Q3 25 | -283.9% | — | ||
| Q2 25 | -390.4% | 26.2% | ||
| Q1 25 | -251.0% | 38.9% | ||
| Q4 24 | -351.8% | 31.7% | ||
| Q3 24 | -311.2% | 38.4% |
资本支出强度LCIDSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 62.3% | 5.1% | ||
| Q3 25 | 59.1% | — | ||
| Q2 25 | 70.4% | 6.4% | ||
| Q1 25 | 68.6% | 4.0% | ||
| Q4 24 | 124.4% | 3.6% | ||
| Q3 24 | 79.8% | 8.1% |
现金转化率LCIDSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | — | 7.87× |
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
LCID
| LCNRV | $287.2M | 55% |
| Other | $80.4M | 15% |
| Related Party | $74.4M | 14% |
| Regulatory Credits | $34.2M | 7% |
| Warranty Provision | $26.2M | 5% |
| Sale And Leaseback Transactions | $15.2M | 3% |
| Other International | $5.0M | 1% |
SWKS
暂无分部数据
