vs
SemiLEDs Corp(LEDS)与InspireMD, Inc.(NSPR)财务数据对比。点击上方公司名可切换其他公司
InspireMD, Inc.的季度营收约是SemiLEDs Corp的1.2倍($3.1M vs $2.6M),SemiLEDs Corp同比增速更快(103.7% vs 61.6%),SemiLEDs Corp自由现金流更多($331.0K vs $-9.7M),过去两年SemiLEDs Corp的营收复合增速更高(70.3% vs 44.4%)
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。
InspireMD是一家全球医疗设备企业,专注于介入心脏病学和神经血管领域创新解决方案,核心产品MGuard栓塞保护支架可降低血管手术并发症,服务北美、欧洲及亚太市场的临床客户,致力于提升急性冠脉综合征及卒中患者的诊疗预后。
LEDS vs NSPR — 直观对比
营收规模更大
NSPR
是对方的1.2倍
$2.6M
营收增速更快
LEDS
高出42.2%
61.6%
自由现金流更多
LEDS
多$10.1M
$-9.7M
两年增速更快
LEDS
近两年复合增速
44.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.6M | $3.1M |
| 净利润 | $-742.0K | — |
| 毛利率 | 0.7% | 37.5% |
| 营业利润率 | -39.4% | -383.7% |
| 净利率 | -28.9% | — |
| 营收同比 | 103.7% | 61.6% |
| 净利润同比 | -35.6% | — |
| 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
LEDS
NSPR
| Q4 25 | $2.6M | $3.1M | ||
| Q3 25 | $13.2M | $2.5M | ||
| Q2 25 | $17.7M | $1.8M | ||
| Q1 25 | $10.9M | $1.5M | ||
| Q4 24 | $1.3M | $1.9M | ||
| Q3 24 | $1.3M | $1.8M | ||
| Q2 24 | $1.3M | $1.7M | ||
| Q1 24 | $886.0K | $1.5M |
净利润
LEDS
NSPR
| Q4 25 | $-742.0K | — | ||
| Q3 25 | $-1.2M | $-12.7M | ||
| Q2 25 | $223.0K | $-13.2M | ||
| Q1 25 | $388.0K | $-11.2M | ||
| Q4 24 | $-547.0K | — | ||
| Q3 24 | — | $-7.9M | ||
| Q2 24 | $-319.0K | $-7.9M | ||
| Q1 24 | $-559.0K | $-7.0M |
毛利率
LEDS
NSPR
| Q4 25 | 0.7% | 37.5% | ||
| Q3 25 | 1.7% | 34.2% | ||
| Q2 25 | 5.3% | 17.6% | ||
| Q1 25 | 9.2% | 19.1% | ||
| Q4 24 | 20.6% | 24.1% | ||
| Q3 24 | 11.6% | 22.9% | ||
| Q2 24 | 41.0% | 19.0% | ||
| Q1 24 | 12.6% | 19.3% |
营业利润率
LEDS
NSPR
| Q4 25 | -39.4% | -383.7% | ||
| Q3 25 | -9.0% | -517.3% | ||
| Q2 25 | -0.4% | -732.2% | ||
| Q1 25 | 1.0% | -749.5% | ||
| Q4 24 | -52.1% | -480.6% | ||
| Q3 24 | — | -467.5% | ||
| Q2 24 | -35.8% | -475.0% | ||
| Q1 24 | -93.9% | -490.7% |
净利率
LEDS
NSPR
| Q4 25 | -28.9% | — | ||
| Q3 25 | -9.0% | -503.7% | ||
| Q2 25 | 1.3% | -739.7% | ||
| Q1 25 | 3.6% | -730.3% | ||
| Q4 24 | -43.4% | — | ||
| Q3 24 | — | -435.9% | ||
| Q2 24 | -24.1% | -454.8% | ||
| Q1 24 | -63.1% | -465.4% |
每股收益(稀释后)
LEDS
NSPR
| Q4 25 | $-0.09 | $-0.11 | ||
| Q3 25 | $-0.15 | $-0.17 | ||
| Q2 25 | $0.03 | $-0.26 | ||
| Q1 25 | $0.05 | $-0.22 | ||
| Q4 24 | $-0.08 | $-0.17 | ||
| Q3 24 | — | $-0.16 | ||
| Q2 24 | $-0.04 | $-0.22 | ||
| 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 | $54.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $55.2M |
| 总资产 | $14.2M | $69.4M |
| 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
LEDS
NSPR
| Q4 25 | $2.9M | $54.2M | ||
| Q3 25 | $2.6M | $63.4M | ||
| Q2 25 | $2.4M | $19.4M | ||
| Q1 25 | $2.4M | $26.1M | ||
| Q4 24 | $1.2M | $34.6M | ||
| Q3 24 | $1.7M | $40.4M | ||
| Q2 24 | $1.7M | $47.2M | ||
| Q1 24 | $1.6M | $34.0M |
总债务
LEDS
NSPR
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
LEDS
NSPR
| Q4 25 | $2.1M | $55.2M | ||
| Q3 25 | $2.8M | $64.1M | ||
| Q2 25 | $4.0M | $20.2M | ||
| Q1 25 | $3.6M | $28.3M | ||
| Q4 24 | $1.6M | $36.1M | ||
| Q3 24 | $2.2M | $41.4M | ||
| Q2 24 | $2.7M | $46.8M | ||
| Q1 24 | $3.0M | $35.1M |
总资产
LEDS
NSPR
| Q4 25 | $14.2M | $69.4M | ||
| Q3 25 | $15.6M | $78.5M | ||
| Q2 25 | $23.2M | $33.3M | ||
| Q1 25 | $23.2M | $38.7M | ||
| Q4 24 | $10.4M | $46.8M | ||
| Q3 24 | $11.1M | $50.5M | ||
| Q2 24 | $11.5M | $55.7M | ||
| Q1 24 | $12.0M | $42.0M |
负债/权益比
LEDS
NSPR
| 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 | $-9.3M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-9.7M |
| 自由现金流率自由现金流/营收 | 12.9% | -309.4% |
| 资本支出强度资本支出/营收 | 1.2% | 12.6% |
| 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 | — | $-36.8M |
8季度趋势,按日历期对齐
经营现金流
LEDS
NSPR
| Q4 25 | $361.0K | $-9.3M | ||
| Q3 25 | — | $-8.6M | ||
| Q2 25 | $693.0K | $-8.3M | ||
| Q1 25 | $1.4M | $-8.8M | ||
| Q4 24 | $-158.0K | $-6.8M | ||
| Q3 24 | — | $-5.7M | ||
| Q2 24 | $109.0K | $-4.4M | ||
| Q1 24 | $-600.0K | $-5.1M |
自由现金流
LEDS
NSPR
| Q4 25 | $331.0K | $-9.7M | ||
| Q3 25 | — | $-9.0M | ||
| Q2 25 | $383.0K | $-8.9M | ||
| Q1 25 | $1.3M | $-9.2M | ||
| Q4 24 | $-276.0K | $-7.1M | ||
| Q3 24 | — | $-6.1M | ||
| Q2 24 | $98.0K | $-4.8M | ||
| Q1 24 | $-619.0K | $-5.3M |
自由现金流率
LEDS
NSPR
| Q4 25 | 12.9% | -309.4% | ||
| Q3 25 | — | -355.2% | ||
| Q2 25 | 2.2% | -501.1% | ||
| Q1 25 | 11.8% | -598.5% | ||
| Q4 24 | -21.9% | -362.3% | ||
| Q3 24 | — | -338.2% | ||
| Q2 24 | 7.4% | -277.7% | ||
| Q1 24 | -69.9% | -348.0% |
资本支出强度
LEDS
NSPR
| Q4 25 | 1.2% | 12.6% | ||
| Q3 25 | 0.2% | 13.0% | ||
| Q2 25 | 1.8% | 32.4% | ||
| Q1 25 | 1.1% | 23.5% | ||
| Q4 24 | 9.4% | 16.0% | ||
| Q3 24 | 9.3% | 23.3% | ||
| Q2 24 | 0.8% | 27.3% | ||
| Q1 24 | 2.1% | 12.9% |
现金转化率
LEDS
NSPR
| 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
NSPR
| Other | $1.7M | 55% |
| US | $1.4M | 45% |