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SemiLEDs Corp（LEDS）与Linkhome Holdings Inc.（LHAI）财务数据对比。点击上方公司名可切换其他公司
Linkhome Holdings Inc.的季度营收约是SemiLEDs Corp的2.0倍（$5.1M vs $2.6M），Linkhome Holdings Inc.净利率更高（-0.4% vs -28.9%，领先28.5%）
该企业是涵盖电子设计与制造供应链相关企业的行业协会，为半导体、光伏板、发光二极管、平板显示器、微机电系统、印刷柔性电子及相关微纳米技术领域的制造提供设备、材料与服务支持。
联家控股有限公司是一家综合住宅租赁与物业管理服务商，主要面向中国市场运营，为业主与个人租客提供精装长短租公寓、物业维护、租客支持及相关增值服务，业务覆盖国内多个一二线核心城市。
LEDS vs LHAI — 直观对比
营收规模更大
LHAI
是对方的2.0倍
$2.6M
净利率更高
LHAI
高出28.5%
-28.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $5.1M |
| 净利润 | $-742.0K | $-19.9K |
| 毛利率 | 0.7% | 3.8% |
| 营业利润率 | -39.4% | -1.4% |
| 净利率 | -28.9% | -0.4% |
| 营收同比 | 103.7% | — |
| 净利润同比 | -35.6% | — |
| 每股收益（稀释后） | $-0.09 | — |
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LEDSLHAI
| Q4 25 | $2.6M | $5.1M | ||
| Q3 25 | $13.2M | $5.4M | ||
| Q2 25 | $17.7M | $4.8M | ||
| Q1 25 | $10.9M | $5.7M | ||
| Q4 24 | $1.3M | — | ||
| Q3 24 | $1.3M | $1.8M | ||
| Q2 24 | $1.3M | — | ||
| Q1 24 | $886.0K | — |
净利润LEDSLHAI
| Q4 25 | $-742.0K | $-19.9K | ||
| Q3 25 | $-1.2M | $-305 | ||
| Q2 25 | $223.0K | $14.4K | ||
| Q1 25 | $388.0K | $80.6K | ||
| Q4 24 | $-547.0K | — | ||
| Q3 24 | — | $284.1K | ||
| Q2 24 | $-319.0K | — | ||
| Q1 24 | $-559.0K | — |
毛利率LEDSLHAI
| Q4 25 | 0.7% | 3.8% | ||
| Q3 25 | 1.7% | 3.8% | ||
| Q2 25 | 5.3% | 2.3% | ||
| Q1 25 | 9.2% | 4.6% | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 11.6% | 27.7% | ||
| Q2 24 | 41.0% | — | ||
| Q1 24 | 12.6% | — |
营业利润率LEDSLHAI
| Q4 25 | -39.4% | -1.4% | ||
| Q3 25 | -9.0% | 0.2% | ||
| Q2 25 | -0.4% | 0.3% | ||
| Q1 25 | 1.0% | 2.2% | ||
| Q4 24 | -52.1% | — | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | -35.8% | — | ||
| Q1 24 | -93.9% | — |
净利率LEDSLHAI
| Q4 25 | -28.9% | -0.4% | ||
| Q3 25 | -9.0% | -0.0% | ||
| Q2 25 | 1.3% | 0.3% | ||
| Q1 25 | 3.6% | 1.4% | ||
| Q4 24 | -43.4% | — | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | -24.1% | — | ||
| Q1 24 | -63.1% | — |
每股收益（稀释后）LEDSLHAI
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $-0.15 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $-0.08 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $-0.04 | — | ||
| Q1 24 | $-0.11 | — |
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 | $2.9M | $7.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $7.6M |
| 总资产 | $14.2M | $10.0M |
| 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LEDSLHAI
| Q4 25 | $2.9M | $7.0M | ||
| Q3 25 | $2.6M | $3.7M | ||
| Q2 25 | $2.4M | $2.6M | ||
| Q1 25 | $2.4M | $709.1K | ||
| Q4 24 | $1.2M | — | ||
| Q3 24 | $1.7M | $718.1K | ||
| Q2 24 | $1.7M | — | ||
| Q1 24 | $1.6M | — |
总债务LEDSLHAI
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSLHAI
| Q4 25 | $2.1M | $7.6M | ||
| Q3 25 | $2.8M | $7.2M | ||
| Q2 25 | $4.0M | $2.5M | ||
| Q1 25 | $3.6M | $2.5M | ||
| Q4 24 | $1.6M | — | ||
| Q3 24 | $2.2M | $2.0M | ||
| Q2 24 | $2.7M | — | ||
| Q1 24 | $3.0M | — |
总资产LEDSLHAI
| Q4 25 | $14.2M | $10.0M | ||
| Q3 25 | $15.6M | $8.6M | ||
| Q2 25 | $23.2M | $3.6M | ||
| Q1 25 | $23.2M | $3.4M | ||
| Q4 24 | $10.4M | — | ||
| Q3 24 | $11.1M | $2.9M | ||
| Q2 24 | $11.5M | — | ||
| Q1 24 | $12.0M | — |
负债/权益比LEDSLHAI
| Q4 25 | — | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $361.0K | $524.4K |
| 自由现金流经营现金流 - 资本支出 | $331.0K | — |
| 自由现金流率自由现金流/营收 | 12.9% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流LEDSLHAI
| Q4 25 | $361.0K | $524.4K | ||
| Q3 25 | — | $-3.1M | ||
| Q2 25 | $693.0K | $1.7M | ||
| Q1 25 | $1.4M | $-893.8K | ||
| Q4 24 | $-158.0K | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $109.0K | — | ||
| Q1 24 | $-600.0K | — |
自由现金流LEDSLHAI
| Q4 25 | $331.0K | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $383.0K | $-3.0M | ||
| Q1 25 | $1.3M | $-1.8M | ||
| Q4 24 | $-276.0K | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $98.0K | — | ||
| Q1 24 | $-619.0K | — |
自由现金流率LEDSLHAI
| Q4 25 | 12.9% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.2% | -62.0% | ||
| Q1 25 | 11.8% | -31.7% | ||
| Q4 24 | -21.9% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 7.4% | — | ||
| Q1 24 | -69.9% | — |
资本支出强度LEDSLHAI
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.8% | 97.5% | ||
| Q1 25 | 1.1% | 16.0% | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.1% | — |
现金转化率LEDSLHAI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.11× | 118.08× | ||
| Q1 25 | 3.62× | -11.09× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
