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SemiLEDs Corp（LEDS）与Medalist Diversified REIT, Inc.（MDRR）财务数据对比。点击上方公司名可切换其他公司
Medalist Diversified REIT, Inc.的季度营收约是SemiLEDs Corp的1.1倍（$2.8M vs $2.6M），Medalist Diversified REIT, Inc.净利率更高（-18.8% vs -28.9%，领先10.1%），SemiLEDs Corp同比增速更快（103.7% vs 11.8%），SemiLEDs Corp自由现金流更多（$331.0K vs $77.0K），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 4.8%）
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。
Medalist Diversified REIT, Inc.是一家公开交易的房地产投资信托，核心业务为持有、运营及收购可产生收益的多户住宅物业，资产组合主要布局美国东南部及中大西洋地区高增长市场，通过租金收入及物业增值为股东创造长期稳定回报。
LEDS vs MDRR — 直观对比
营收规模更大
MDRR
是对方的1.1倍
$2.6M
营收增速更快
LEDS
高出91.9%
11.8%
净利率更高
MDRR
高出10.1%
-28.9%
自由现金流更多
LEDS
多$254.0K
$77.0K
两年增速更快
LEDS
近两年复合增速
4.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.8M |
| 净利润 | $-742.0K | $-529.6K |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | 14.8% |
| 净利率 | -28.9% | -18.8% |
| 营收同比 | 103.7% | 11.8% |
| 净利润同比 | -35.6% | -88.4% |
| 每股收益（稀释后） | $-0.09 | $-0.49 |
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LEDSMDRR
| Q4 25 | $2.6M | $2.8M | ||
| Q3 25 | $13.2M | $2.8M | ||
| Q2 25 | $17.7M | $2.5M | ||
| Q1 25 | $10.9M | $2.3M | ||
| Q4 24 | $1.3M | $2.5M | ||
| Q3 24 | $1.3M | $2.3M | ||
| Q2 24 | $1.3M | $2.3M | ||
| Q1 24 | $886.0K | $2.6M |
净利润LEDSMDRR
| Q4 25 | $-742.0K | $-529.6K | ||
| Q3 25 | $-1.2M | $-395.9K | ||
| Q2 25 | $223.0K | $-456.4K | ||
| Q1 25 | $388.0K | $-1.0M | ||
| Q4 24 | $-547.0K | $-281.2K | ||
| Q3 24 | — | $-527.0K | ||
| Q2 24 | $-319.0K | $-521.7K | ||
| Q1 24 | $-559.0K | $1.4M |
毛利率LEDSMDRR
| 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LEDSMDRR
| Q4 25 | -39.4% | 14.8% | ||
| Q3 25 | -9.0% | 15.8% | ||
| Q2 25 | -0.4% | 9.8% | ||
| Q1 25 | 1.0% | -23.8% | ||
| Q4 24 | -52.1% | 17.7% | ||
| Q3 24 | — | 13.0% | ||
| Q2 24 | -35.8% | 9.4% | ||
| Q1 24 | -93.9% | — |
净利率LEDSMDRR
| Q4 25 | -28.9% | -18.8% | ||
| Q3 25 | -9.0% | -14.2% | ||
| Q2 25 | 1.3% | -18.5% | ||
| Q1 25 | 3.6% | -43.4% | ||
| Q4 24 | -43.4% | -11.1% | ||
| Q3 24 | — | -22.6% | ||
| Q2 24 | -24.1% | -22.7% | ||
| Q1 24 | -63.1% | 52.8% |
每股收益（稀释后）LEDSMDRR
| Q4 25 | $-0.09 | $-0.49 | ||
| Q3 25 | $-0.15 | $-0.33 | ||
| Q2 25 | $0.03 | $-0.34 | ||
| Q1 25 | $0.05 | $-0.74 | ||
| Q4 24 | $-0.08 | $-0.24 | ||
| Q3 24 | — | $-0.47 | ||
| Q2 24 | $-0.04 | $-0.47 | ||
| Q1 24 | $-0.11 | $1.21 |
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 | $2.6M |
| 总债务越低越好 | — | $51.4M |
| 股东权益账面价值 | $2.1M | $9.4M |
| 总资产 | $14.2M | $77.7M |
| 负债/权益比越低杠杆越低 | — | 5.45× |
8季度趋势，按日历期对齐
现金及短期投资LEDSMDRR
| Q4 25 | $2.9M | $2.6M | ||
| Q3 25 | $2.6M | $1.9M | ||
| Q2 25 | $2.4M | $2.0M | ||
| Q1 25 | $2.4M | $2.7M | ||
| Q4 24 | $1.2M | $4.8M | ||
| Q3 24 | $1.7M | $3.1M | ||
| Q2 24 | $1.7M | $3.8M | ||
| Q1 24 | $1.6M | $3.6M |
总债务LEDSMDRR
| Q4 25 | — | $51.4M | ||
| Q3 25 | $1.7M | $63.6M | ||
| Q2 25 | — | $49.6M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSMDRR
| Q4 25 | $2.1M | $9.4M | ||
| Q3 25 | $2.8M | $10.4M | ||
| Q2 25 | $4.0M | $13.4M | ||
| Q1 25 | $3.6M | $14.0M | ||
| Q4 24 | $1.6M | $15.0M | ||
| Q3 24 | $2.2M | $12.6M | ||
| Q2 24 | $2.7M | $13.2M | ||
| Q1 24 | $3.0M | $13.7M |
总资产LEDSMDRR
| Q4 25 | $14.2M | $77.7M | ||
| Q3 25 | $15.6M | $92.1M | ||
| Q2 25 | $23.2M | $77.7M | ||
| Q1 25 | $23.2M | $78.2M | ||
| Q4 24 | $10.4M | $75.1M | ||
| Q3 24 | $11.1M | $74.6M | ||
| Q2 24 | $11.5M | $75.2M | ||
| Q1 24 | $12.0M | $76.0M |
负债/权益比LEDSMDRR
| Q4 25 | — | 5.45× | ||
| Q3 25 | 0.61× | 6.13× | ||
| Q2 25 | — | 3.70× | ||
| 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 | $1.5M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $77.0K |
| 自由现金流率自由现金流/营收 | 12.9% | 2.7% |
| 资本支出强度资本支出/营收 | 1.2% | 51.5% |
| 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 | — | $1.2M |
8季度趋势，按日历期对齐
经营现金流LEDSMDRR
| Q4 25 | $361.0K | $1.5M | ||
| Q3 25 | — | $1.6M | ||
| Q2 25 | $693.0K | $244.1K | ||
| Q1 25 | $1.4M | $460.0K | ||
| Q4 24 | $-158.0K | $1.8M | ||
| Q3 24 | — | $139.9K | ||
| Q2 24 | $109.0K | $778.6K | ||
| Q1 24 | $-600.0K | $492.4K |
自由现金流LEDSMDRR
| Q4 25 | $331.0K | $77.0K | ||
| Q3 25 | — | $1000.0K | ||
| Q2 25 | $383.0K | $-181.5K | ||
| Q1 25 | $1.3M | $322.4K | ||
| Q4 24 | $-276.0K | $893.7K | ||
| Q3 24 | — | $-164.7K | ||
| Q2 24 | $98.0K | $645.6K | ||
| Q1 24 | $-619.0K | $265.8K |
自由现金流率LEDSMDRR
| Q4 25 | 12.9% | 2.7% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | 2.2% | -7.4% | ||
| Q1 25 | 11.8% | 13.9% | ||
| Q4 24 | -21.9% | 35.4% | ||
| Q3 24 | — | -7.0% | ||
| Q2 24 | 7.4% | 28.1% | ||
| Q1 24 | -69.9% | 10.3% |
资本支出强度LEDSMDRR
| Q4 25 | 1.2% | 51.5% | ||
| Q3 25 | 0.2% | 20.4% | ||
| Q2 25 | 1.8% | 17.3% | ||
| Q1 25 | 1.1% | 5.9% | ||
| Q4 24 | 9.4% | 35.7% | ||
| Q3 24 | 9.3% | 13.0% | ||
| Q2 24 | 0.8% | 5.8% | ||
| Q1 24 | 2.1% | 8.8% |
现金转化率LEDSMDRR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.11× | — | ||
| Q1 25 | 3.62× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.36× |
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
LEDS
暂无分部数据
MDRR
| Retail Center Properties | $1.6M | 58% |
| Other | $1.2M | 42% |
