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SemiLEDs Corp（LEDS）与MANHATTAN BRIDGE CAPITAL, INC（LOAN）财务数据对比。点击上方公司名可切换其他公司
SemiLEDs Corp的季度营收约是MANHATTAN BRIDGE CAPITAL, INC的1.2倍（$2.6M vs $2.1M），MANHATTAN BRIDGE CAPITAL, INC净利率更高（61.6% vs -28.9%，领先90.5%），SemiLEDs Corp同比增速更快（103.7% vs -9.1%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -8.0%）
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。
曼哈顿桥资本是一家总部位于美国的房地产金融企业，主要为房地产投资者提供短期资产担保贷款，核心产品覆盖住宅及商业地产收购、翻新、再融资等场景的过桥贷款，服务美国主要地产市场的客户。
LEDS vs LOAN — 直观对比
营收规模更大
LEDS
是对方的1.2倍
$2.1M
营收增速更快
LEDS
高出112.8%
-9.1%
净利率更高
LOAN
高出90.5%
-28.9%
两年增速更快
LEDS
近两年复合增速
-8.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.1M |
| 净利润 | $-742.0K | $1.3M |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | 61.4% |
| 净利率 | -28.9% | 61.6% |
| 营收同比 | 103.7% | -9.1% |
| 净利润同比 | -35.6% | -7.2% |
| 每股收益（稀释后） | $-0.09 | $0.11 |
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LEDSLOAN
| Q1 26 | — | $2.1M | ||
| Q4 25 | $2.6M | $2.0M | ||
| Q3 25 | $13.2M | $2.0M | ||
| Q2 25 | $17.7M | $2.4M | ||
| Q1 25 | $10.9M | $2.3M | ||
| Q4 24 | $1.3M | $2.4M | ||
| Q3 24 | $1.3M | $2.3M | ||
| Q2 24 | $1.3M | $2.4M |
净利润LEDSLOAN
| Q1 26 | — | $1.3M | ||
| Q4 25 | $-742.0K | $1.1M | ||
| Q3 25 | $-1.2M | $1.2M | ||
| Q2 25 | $223.0K | $1.4M | ||
| Q1 25 | $388.0K | $1.4M | ||
| Q4 24 | $-547.0K | $1.3M | ||
| Q3 24 | — | $1.4M | ||
| Q2 24 | $-319.0K | $1.4M |
毛利率LEDSLOAN
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 11.6% | — | ||
| Q2 24 | 41.0% | — |
营业利润率LEDSLOAN
| Q1 26 | — | 61.4% | ||
| Q4 25 | -39.4% | 55.9% | ||
| Q3 25 | -9.0% | 58.8% | ||
| Q2 25 | -0.4% | 59.9% | ||
| Q1 25 | 1.0% | 60.2% | ||
| Q4 24 | -52.1% | 55.2% | ||
| Q3 24 | — | 60.3% | ||
| Q2 24 | -35.8% | 57.5% |
净利率LEDSLOAN
| Q1 26 | — | 61.6% | ||
| Q4 25 | -28.9% | 56.1% | ||
| Q3 25 | -9.0% | 59.1% | ||
| Q2 25 | 1.3% | 60.0% | ||
| Q1 25 | 3.6% | 60.4% | ||
| Q4 24 | -43.4% | 55.4% | ||
| Q3 24 | — | 60.5% | ||
| Q2 24 | -24.1% | 57.7% |
每股收益（稀释后）LEDSLOAN
| Q1 26 | — | $0.11 | ||
| Q4 25 | $-0.09 | $0.10 | ||
| Q3 25 | $-0.15 | $0.11 | ||
| Q2 25 | $0.03 | $0.12 | ||
| Q1 25 | $0.05 | $0.12 | ||
| Q4 24 | $-0.08 | $0.12 | ||
| Q3 24 | — | $0.12 | ||
| Q2 24 | $-0.04 | $0.12 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $43.1M |
| 总资产 | $14.2M | $64.3M |
| 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LEDSLOAN
| Q1 26 | — | — | ||
| Q4 25 | $2.9M | — | ||
| Q3 25 | $2.6M | — | ||
| Q2 25 | $2.4M | — | ||
| Q1 25 | $2.4M | — | ||
| Q4 24 | $1.2M | — | ||
| Q3 24 | $1.7M | — | ||
| Q2 24 | $1.7M | — |
总债务LEDSLOAN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — |
股东权益LEDSLOAN
| Q1 26 | — | $43.1M | ||
| Q4 25 | $2.1M | $43.1M | ||
| Q3 25 | $2.8M | $43.3M | ||
| Q2 25 | $4.0M | $43.4M | ||
| Q1 25 | $3.6M | $43.3M | ||
| Q4 24 | $1.6M | $43.3M | ||
| Q3 24 | $2.2M | $43.3M | ||
| Q2 24 | $2.7M | $43.2M |
总资产LEDSLOAN
| Q1 26 | — | $64.3M | ||
| Q4 25 | $14.2M | $62.4M | ||
| Q3 25 | $15.6M | $60.0M | ||
| Q2 25 | $23.2M | $67.6M | ||
| Q1 25 | $23.2M | $65.8M | ||
| Q4 24 | $10.4M | $67.4M | ||
| Q3 24 | $11.1M | $70.7M | ||
| Q2 24 | $11.5M | $68.8M |
负债/权益比LEDSLOAN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.69× | — | ||
| 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 | $361.0K | $1.3M |
| 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 | — | 0.99× |
| 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LEDSLOAN
| Q1 26 | — | $1.3M | ||
| Q4 25 | $361.0K | $4.9M | ||
| Q3 25 | — | $1.4M | ||
| Q2 25 | $693.0K | $1.2M | ||
| Q1 25 | $1.4M | $1.2M | ||
| Q4 24 | $-158.0K | $4.9M | ||
| Q3 24 | — | $1.2M | ||
| Q2 24 | $109.0K | $1.3M |
自由现金流LEDSLOAN
| Q1 26 | — | — | ||
| Q4 25 | $331.0K | $4.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | $383.0K | — | ||
| Q1 25 | $1.3M | — | ||
| Q4 24 | $-276.0K | $4.9M | ||
| Q3 24 | — | $1.2M | ||
| Q2 24 | $98.0K | — |
自由现金流率LEDSLOAN
| Q1 26 | — | — | ||
| Q4 25 | 12.9% | 246.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 11.8% | — | ||
| Q4 24 | -21.9% | 208.9% | ||
| Q3 24 | — | 53.3% | ||
| Q2 24 | 7.4% | — |
资本支出强度LEDSLOAN
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 0.0% | ||
| Q3 25 | 0.2% | 0.0% | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | 0.2% | ||
| Q3 24 | 9.3% | 0.1% | ||
| Q2 24 | 0.8% | — |
现金转化率LEDSLOAN
| Q1 26 | — | 0.99× | ||
| Q4 25 | — | 4.39× | ||
| Q3 25 | — | 1.16× | ||
| Q2 25 | 3.11× | 0.87× | ||
| Q1 25 | 3.62× | 0.86× | ||
| Q4 24 | — | 3.78× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.91× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
