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SemiLEDs Corp（LEDS）与Marathon Bancorp, Inc.（MBBC）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Marathon Bancorp, Inc.的1.1倍（$2.6M vs $2.2M），Marathon Bancorp, Inc.净利率更高（22.3% vs -28.9%，领先51.2%），SemiLEDs Corp同比增速更快（103.7% vs 41.7%），Marathon Bancorp, Inc.自由现金流更多（$1.4M vs $331.0K），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 20.3%）
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。
Marathon Bancorp, Inc.是总部位于美国马里兰州的金融控股公司，旗下运营社区银行子公司，面向马里兰州本地个人及中小企业客户提供存款账户、消费贷款、商业抵押贷款、小微企业融资等全品类零售及商业银行服务。
LEDS vs MBBC — 直观对比
营收规模更大
LEDS
是对方的1.1倍
$2.2M
营收增速更快
LEDS
高出62.0%
41.7%
净利率更高
MBBC
高出51.2%
-28.9%
自由现金流更多
MBBC
多$1.1M
$331.0K
两年增速更快
LEDS
近两年复合增速
20.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.2M |
| 净利润 | $-742.0K | $501.4K |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | 26.2% |
| 净利率 | -28.9% | 22.3% |
| 营收同比 | 103.7% | 41.7% |
| 净利润同比 | -35.6% | 880.7% |
| 每股收益（稀释后） | $-0.09 | $0.19 |
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LEDSMBBC
| Q4 25 | $2.6M | $2.2M | ||
| Q3 25 | $13.2M | $2.1M | ||
| Q2 25 | $17.7M | $1.9M | ||
| Q1 25 | $10.9M | $1.7M | ||
| Q4 24 | $1.3M | $1.6M | ||
| Q3 24 | $1.3M | $1.6M | ||
| Q2 24 | $1.3M | $1.6M | ||
| Q1 24 | $886.0K | $1.6M |
净利润LEDSMBBC
| Q4 25 | $-742.0K | $501.4K | ||
| Q3 25 | $-1.2M | $444.3K | ||
| Q2 25 | $223.0K | $-332.0K | ||
| Q1 25 | $388.0K | $148.4K | ||
| Q4 24 | $-547.0K | $51.1K | ||
| Q3 24 | — | $174.9K | ||
| Q2 24 | $-319.0K | $85.8K | ||
| Q1 24 | $-559.0K | $-631.1K |
毛利率LEDSMBBC
| 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% | — | ||
| Q1 24 | 12.6% | — |
营业利润率LEDSMBBC
| Q4 25 | -39.4% | 26.2% | ||
| Q3 25 | -9.0% | 25.5% | ||
| Q2 25 | -0.4% | -25.7% | ||
| Q1 25 | 1.0% | 11.6% | ||
| Q4 24 | -52.1% | 3.3% | ||
| Q3 24 | — | 13.4% | ||
| Q2 24 | -35.8% | 4.1% | ||
| Q1 24 | -93.9% | -53.7% |
净利率LEDSMBBC
| Q4 25 | -28.9% | 22.3% | ||
| Q3 25 | -9.0% | 20.7% | ||
| Q2 25 | 1.3% | -18.9% | ||
| Q1 25 | 3.6% | 8.9% | ||
| Q4 24 | -43.4% | 3.2% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | -24.1% | 6.2% | ||
| Q1 24 | -63.1% | -40.7% |
每股收益（稀释后）LEDSMBBC
| Q4 25 | $-0.09 | $0.19 | ||
| Q3 25 | $-0.15 | $0.17 | ||
| Q2 25 | $0.03 | $-0.13 | ||
| Q1 25 | $0.05 | $0.07 | ||
| Q4 24 | $-0.08 | $0.02 | ||
| Q3 24 | — | $0.06 | ||
| Q2 24 | $-0.04 | $0.07 | ||
| Q1 24 | $-0.11 | $-0.31 |
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 | $46.9M |
| 总资产 | $14.2M | $248.0M |
| 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LEDSMBBC
| 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 | — | ||
| Q1 24 | $1.6M | — |
总债务LEDSMBBC
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSMBBC
| Q4 25 | $2.1M | $46.9M | ||
| Q3 25 | $2.8M | $46.3M | ||
| Q2 25 | $4.0M | $45.7M | ||
| Q1 25 | $3.6M | $32.0M | ||
| Q4 24 | $1.6M | $31.7M | ||
| Q3 24 | $2.2M | $31.6M | ||
| Q2 24 | $2.7M | $31.3M | ||
| Q1 24 | $3.0M | $31.4M |
总资产LEDSMBBC
| Q4 25 | $14.2M | $248.0M | ||
| Q3 25 | $15.6M | $246.0M | ||
| Q2 25 | $23.2M | $238.8M | ||
| Q1 25 | $23.2M | $236.8M | ||
| Q4 24 | $10.4M | $217.9M | ||
| Q3 24 | $11.1M | $216.5M | ||
| Q2 24 | $11.5M | $219.3M | ||
| Q1 24 | $12.0M | $225.8M |
负债/权益比LEDSMBBC
| 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 | $1.4M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $1.4M |
| 自由现金流率自由现金流/营收 | 12.9% | 62.3% |
| 资本支出强度资本支出/营收 | 1.2% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.82× |
| 过去12个月自由现金流最近4个季度 | — | $3.9M |
8季度趋势，按日历期对齐
经营现金流LEDSMBBC
| Q4 25 | $361.0K | $1.4M | ||
| Q3 25 | — | $464.0K | ||
| Q2 25 | $693.0K | $1.4M | ||
| Q1 25 | $1.4M | $849.0K | ||
| Q4 24 | $-158.0K | $113.6K | ||
| Q3 24 | — | $945.2K | ||
| Q2 24 | $109.0K | $416.6K | ||
| Q1 24 | $-600.0K | $-802.1K |
自由现金流LEDSMBBC
| Q4 25 | $331.0K | $1.4M | ||
| Q3 25 | — | $456.6K | ||
| Q2 25 | $383.0K | $1.3M | ||
| Q1 25 | $1.3M | $773.2K | ||
| Q4 24 | $-276.0K | $105.0K | ||
| Q3 24 | — | $921.6K | ||
| Q2 24 | $98.0K | $-1.8M | ||
| Q1 24 | $-619.0K | $-1.1M |
自由现金流率LEDSMBBC
| Q4 25 | 12.9% | 62.3% | ||
| Q3 25 | — | 21.3% | ||
| Q2 25 | 2.2% | 66.0% | ||
| Q1 25 | 11.8% | 46.3% | ||
| Q4 24 | -21.9% | 6.6% | ||
| Q3 24 | — | 57.1% | ||
| Q2 24 | 7.4% | -118.5% | ||
| Q1 24 | -69.9% | -67.9% |
资本支出强度LEDSMBBC
| Q4 25 | 1.2% | 0.6% | ||
| Q3 25 | 0.2% | 0.3% | ||
| Q2 25 | 1.8% | 9.3% | ||
| Q1 25 | 1.1% | 4.5% | ||
| Q4 24 | 9.4% | 0.5% | ||
| Q3 24 | 9.3% | 1.5% | ||
| Q2 24 | 0.8% | 145.2% | ||
| Q1 24 | 2.1% | 16.2% |
现金转化率LEDSMBBC
| Q4 25 | — | 2.82× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | 3.11× | — | ||
| Q1 25 | 3.62× | 5.72× | ||
| Q4 24 | — | 2.22× | ||
| Q3 24 | — | 5.40× | ||
| Q2 24 | — | 4.85× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
