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百胜餐饮集团（LCUT）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
百胜餐饮集团的季度营收约是莱迪思半导体的1.4倍（$204.1M vs $145.8M），百胜餐饮集团净利率更高（8.9% vs -5.2%，领先14.1%），莱迪思半导体同比增速更快（9.3% vs -5.2%），莱迪思半导体自由现金流更多（$44.0M vs $2.6M），过去两年百胜餐饮集团的营收复合增速更高（19.8% vs 8.4%）
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
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。
LCUT vs LSCC — 直观对比
营收规模更大
LCUT
是对方的1.4倍
$145.8M
营收增速更快
LSCC
高出14.5%
-5.2%
净利率更高
LCUT
高出14.1%
-5.2%
自由现金流更多
LSCC
多$41.4M
$2.6M
两年增速更快
LCUT
近两年复合增速
8.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $204.1M | $145.8M |
| 净利润 | $18.2M | $-7.6M |
| 毛利率 | 38.6% | 68.5% |
| 营业利润率 | 9.8% | 30.7% |
| 净利率 | 8.9% | -5.2% |
| 营收同比 | -5.2% | 9.3% |
| 净利润同比 | 103.5% | 14.6% |
| 每股收益（稀释后） | $0.83 | $-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LCUTLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $204.1M | — | ||
| Q3 25 | $171.9M | $133.3M | ||
| Q2 25 | $131.9M | $124.0M | ||
| Q1 25 | $140.1M | $120.2M | ||
| Q4 24 | $215.2M | $117.4M | ||
| Q3 24 | $183.8M | $127.1M | ||
| Q2 24 | $141.7M | $124.1M |
净利润LCUTLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $18.2M | — | ||
| Q3 25 | $-1.2M | $2.8M | ||
| Q2 25 | $-39.7M | $2.9M | ||
| Q1 25 | $-4.2M | $5.0M | ||
| Q4 24 | $8.9M | $16.5M | ||
| Q3 24 | $344.0K | $7.2M | ||
| Q2 24 | $-18.2M | $22.6M |
毛利率LCUTLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 38.6% | — | ||
| Q3 25 | 35.1% | 67.9% | ||
| Q2 25 | 38.6% | 68.4% | ||
| Q1 25 | 36.1% | 68.0% | ||
| Q4 24 | 37.7% | 61.1% | ||
| Q3 24 | 36.7% | 69.0% | ||
| Q2 24 | 38.5% | 68.3% |
营业利润率LCUTLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 3.9% | -1.2% | ||
| Q2 25 | -28.2% | 3.8% | ||
| Q1 25 | 0.8% | 5.8% | ||
| Q4 24 | 7.2% | -10.4% | ||
| Q3 24 | 4.7% | 5.9% | ||
| Q2 24 | 0.8% | 18.2% |
净利率LCUTLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 8.9% | — | ||
| Q3 25 | -0.7% | 2.1% | ||
| Q2 25 | -30.1% | 2.3% | ||
| Q1 25 | -3.0% | 4.2% | ||
| Q4 24 | 4.1% | 14.1% | ||
| Q3 24 | 0.2% | 5.7% | ||
| Q2 24 | -12.8% | 18.2% |
每股收益（稀释后）LCUTLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.83 | — | ||
| Q3 25 | $-0.05 | $0.02 | ||
| Q2 25 | $-1.83 | $0.02 | ||
| Q1 25 | $-0.19 | $0.04 | ||
| Q4 24 | $0.41 | $0.12 | ||
| Q3 24 | $0.02 | $0.05 | ||
| Q2 24 | $-0.85 | $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 | $4.3M | $133.9M |
| 总债务越低越好 | $135.0M | — |
| 股东权益账面价值 | $202.3M | $714.1M |
| 总资产 | $572.6M | — |
| 负债/权益比越低杠杆越低 | 0.67× | — |
8季度趋势，按日历期对齐
现金及短期投资LCUTLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $4.3M | — | ||
| Q3 25 | $12.1M | $117.9M | ||
| Q2 25 | $12.0M | $107.2M | ||
| Q1 25 | $10.4M | $127.6M | ||
| Q4 24 | $2.9M | $136.3M | ||
| Q3 24 | $6.0M | $124.3M | ||
| Q2 24 | $3.4M | $109.2M |
总债务LCUTLSCC
| Q1 26 | — | — | ||
| Q4 25 | $135.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $142.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LCUTLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $202.3M | — | ||
| Q3 25 | $184.6M | $706.4M | ||
| Q2 25 | $185.8M | $687.0M | ||
| Q1 25 | $225.7M | $707.9M | ||
| Q4 24 | $229.9M | $710.9M | ||
| Q3 24 | $220.9M | $703.5M | ||
| Q2 24 | $219.8M | $698.8M |
总资产LCUTLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $572.6M | — | ||
| Q3 25 | $581.1M | $844.4M | ||
| Q2 25 | $551.9M | $808.6M | ||
| Q1 25 | $594.6M | $823.6M | ||
| Q4 24 | $634.3M | $843.9M | ||
| Q3 24 | $668.7M | $853.7M | ||
| Q2 24 | $617.0M | $827.5M |
负债/权益比LCUTLSCC
| Q1 26 | — | — | ||
| Q4 25 | 0.67× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.62× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $3.7M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $2.6M | $44.0M |
| 自由现金流率自由现金流/营收 | 1.3% | 30.2% |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 0.21× | — |
| 过去12个月自由现金流最近4个季度 | $3.3M | $153.3M |
8季度趋势，按日历期对齐
经营现金流LCUTLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $3.7M | — | ||
| Q3 25 | $-22.2M | $47.1M | ||
| Q2 25 | $9.3M | $38.5M | ||
| Q1 25 | $16.7M | $31.9M | ||
| Q4 24 | $20.3M | $45.4M | ||
| Q3 24 | $-22.7M | $44.0M | ||
| Q2 24 | $10.4M | $21.9M |
自由现金流LCUTLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $2.6M | — | ||
| Q3 25 | $-22.7M | $34.0M | ||
| Q2 25 | $8.2M | $31.3M | ||
| Q1 25 | $15.1M | $23.3M | ||
| Q4 24 | $19.7M | $39.7M | ||
| Q3 24 | $-23.2M | $39.4M | ||
| Q2 24 | $9.9M | $14.8M |
自由现金流率LCUTLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | -13.2% | 25.5% | ||
| Q2 25 | 6.2% | 25.2% | ||
| Q1 25 | 10.8% | 19.4% | ||
| Q4 24 | 9.1% | 33.8% | ||
| Q3 24 | -12.6% | 31.0% | ||
| Q2 24 | 7.0% | 11.9% |
资本支出强度LCUTLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.3% | 9.8% | ||
| Q2 25 | 0.9% | 5.8% | ||
| Q1 25 | 1.1% | 7.2% | ||
| Q4 24 | 0.3% | 4.9% | ||
| Q3 24 | 0.3% | 3.7% | ||
| Q2 24 | 0.4% | 5.8% |
现金转化率LCUTLSCC
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | 16.86× | ||
| Q2 25 | — | 13.23× | ||
| Q1 25 | — | 6.35× | ||
| Q4 24 | 2.28× | 2.75× | ||
| Q3 24 | -65.89× | 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
业务分部营收拆解
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
LSCC
暂无分部数据
