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SemiLEDs Corp（LEDS）与MOBIX LABS, INC（MOBX）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MOBIX LABS, INC的1.4倍（$2.6M vs $1.9M），SemiLEDs Corp净利率更高（-28.9% vs -540.0%，领先511.1%），SemiLEDs Corp同比增速更快（103.7% vs -40.8%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 28.0%）
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。
LEDS vs MOBX — 直观对比
营收规模更大
LEDS
是对方的1.4倍
$1.9M
营收增速更快
LEDS
高出144.6%
-40.8%
净利率更高
LEDS
高出511.1%
-540.0%
两年增速更快
LEDS
近两年复合增速
28.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $1.9M |
| 净利润 | $-742.0K | $-10.1M |
| 毛利率 | 0.7% | 31.0% |
| 营业利润率 | -39.4% | -471.1% |
| 净利率 | -28.9% | -540.0% |
| 营收同比 | 103.7% | -40.8% |
| 净利润同比 | -35.6% | 49.0% |
| 每股收益（稀释后） | $-0.09 | $-0.16 |
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LEDSMOBX
| Q4 25 | $2.6M | $1.9M | ||
| Q3 25 | $13.2M | $1.9M | ||
| Q2 25 | $17.7M | $2.4M | ||
| Q1 25 | $10.9M | $2.5M | ||
| Q4 24 | $1.3M | $3.2M | ||
| Q3 24 | $1.3M | $3.0M | ||
| Q2 24 | $1.3M | $2.1M | ||
| Q1 24 | $886.0K | $1.1M |
净利润LEDSMOBX
| Q4 25 | $-742.0K | $-10.1M | ||
| Q3 25 | $-1.2M | $-15.7M | ||
| Q2 25 | $223.0K | $-8.3M | ||
| Q1 25 | $388.0K | $-2.3M | ||
| Q4 24 | $-547.0K | $-19.8M | ||
| Q3 24 | — | $-11.5M | ||
| Q2 24 | $-319.0K | $-7.7M | ||
| Q1 24 | $-559.0K | $-1.8M |
毛利率LEDSMOBX
| Q4 25 | 0.7% | 31.0% | ||
| Q3 25 | 1.7% | 50.5% | ||
| Q2 25 | 5.3% | 57.4% | ||
| Q1 25 | 9.2% | 40.6% | ||
| Q4 24 | 20.6% | 53.2% | ||
| Q3 24 | 11.6% | 56.6% | ||
| Q2 24 | 41.0% | 35.5% | ||
| Q1 24 | 12.6% | 16.9% |
营业利润率LEDSMOBX
| Q4 25 | -39.4% | -471.1% | ||
| Q3 25 | -9.0% | -834.9% | ||
| Q2 25 | -0.4% | -343.4% | ||
| Q1 25 | 1.0% | -311.7% | ||
| Q4 24 | -52.1% | -461.7% | ||
| Q3 24 | — | -378.0% | ||
| Q2 24 | -35.8% | -454.2% | ||
| Q1 24 | -93.9% | -747.8% |
净利率LEDSMOBX
| Q4 25 | -28.9% | -540.0% | ||
| Q3 25 | -9.0% | -835.8% | ||
| Q2 25 | 1.3% | -352.0% | ||
| Q1 25 | 3.6% | -91.2% | ||
| Q4 24 | -43.4% | -626.0% | ||
| Q3 24 | — | -390.6% | ||
| Q2 24 | -24.1% | -373.1% | ||
| Q1 24 | -63.1% | -153.1% |
每股收益（稀释后）LEDSMOBX
| Q4 25 | $-0.09 | $-0.16 | ||
| Q3 25 | $-0.15 | $-0.26 | ||
| Q2 25 | $0.03 | $-0.17 | ||
| Q1 25 | $0.05 | $-0.06 | ||
| Q4 24 | $-0.08 | $-0.52 | ||
| Q3 24 | — | $-0.33 | ||
| Q2 24 | $-0.04 | $-0.25 | ||
| Q1 24 | $-0.11 | $-0.21 |
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 | — |
| 总债务越低越好 | — | $6.3M |
| 股东权益账面价值 | $2.1M | $4.7M |
| 总资产 | $14.2M | $32.7M |
| 负债/权益比越低杠杆越低 | — | 1.34× |
8季度趋势，按日历期对齐
现金及短期投资LEDSMOBX
| 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LEDSMOBX
| Q4 25 | — | $6.3M | ||
| Q3 25 | $1.7M | $6.2M | ||
| Q2 25 | — | $4.4M | ||
| Q1 25 | — | $4.6M | ||
| Q4 24 | — | $3.6M | ||
| Q3 24 | $3.7M | $3.4M | ||
| Q2 24 | — | $3.2M | ||
| Q1 24 | — | $3.2M |
股东权益LEDSMOBX
| Q4 25 | $2.1M | $4.7M | ||
| Q3 25 | $2.8M | $-336.0K | ||
| Q2 25 | $4.0M | $425.0K | ||
| Q1 25 | $3.6M | $342.0K | ||
| Q4 24 | $1.6M | $-3.0M | ||
| Q3 24 | $2.2M | $5.5M | ||
| Q2 24 | $2.7M | $8.5M | ||
| Q1 24 | $3.0M | $4.2M |
总资产LEDSMOBX
| Q4 25 | $14.2M | $32.7M | ||
| Q3 25 | $15.6M | $37.1M | ||
| Q2 25 | $23.2M | $34.6M | ||
| Q1 25 | $23.2M | $36.5M | ||
| Q4 24 | $10.4M | $37.3M | ||
| Q3 24 | $11.1M | $39.1M | ||
| Q2 24 | $11.5M | $41.3M | ||
| Q1 24 | $12.0M | $29.5M |
负债/权益比LEDSMOBX
| Q4 25 | — | 1.34× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | — | 10.26× | ||
| Q1 25 | — | 13.44× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.69× | 0.62× | ||
| Q2 24 | — | 0.38× | ||
| Q1 24 | — | 0.76× |
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 | $-4.8M |
| 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LEDSMOBX
| Q4 25 | $361.0K | $-4.8M | ||
| Q3 25 | — | $-4.5M | ||
| Q2 25 | $693.0K | $-4.1M | ||
| Q1 25 | $1.4M | $-586.0K | ||
| Q4 24 | $-158.0K | $-930.0K | ||
| Q3 24 | — | $-3.6M | ||
| Q2 24 | $109.0K | $-3.1M | ||
| Q1 24 | $-600.0K | $-8.1M |
自由现金流LEDSMOBX
| Q4 25 | $331.0K | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $383.0K | — | ||
| Q1 25 | $1.3M | — | ||
| Q4 24 | $-276.0K | — | ||
| Q3 24 | — | $-4.6M | ||
| Q2 24 | $98.0K | $-3.1M | ||
| Q1 24 | $-619.0K | $-9.1M |
自由现金流率LEDSMOBX
| Q4 25 | 12.9% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 11.8% | — | ||
| Q4 24 | -21.9% | — | ||
| Q3 24 | — | -157.1% | ||
| Q2 24 | 7.4% | -151.8% | ||
| Q1 24 | -69.9% | -794.1% |
资本支出强度LEDSMOBX
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 9.3% | 34.5% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 2.1% | 87.3% |
现金转化率LEDSMOBX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.11× | — | ||
| Q1 25 | 3.62× | — | ||
| 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
业务分部营收拆解
LEDS
暂无分部数据
MOBX
| US | $1.7M | 92% |
| Other | $155.0K | 8% |
