vs
SemiLEDs Corp（LEDS）与NVE CORP（NVEC）财务数据对比。点击上方公司名可切换其他公司
NVE CORP的季度营收约是SemiLEDs Corp的2.4倍（$6.2M vs $2.6M），NVE CORP净利率更高（54.4% vs -28.9%，领先83.3%），SemiLEDs Corp同比增速更快（103.7% vs 22.9%），SemiLEDs Corp自由现金流更多（$331.0K vs $-4.8M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -6.3%）
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。
NVE公司是一家专注于自旋电子元件研发和生产的科技企业，核心产品包括磁阻传感器、耦合器及信号隔离器，广泛应用于工业自动化、汽车电子、医疗设备及物联网领域，客户覆盖全球多家原始设备制造商与电子元件分销商。
LEDS vs NVEC — 直观对比
营收规模更大
NVEC
是对方的2.4倍
$2.6M
营收增速更快
LEDS
高出80.8%
22.9%
净利率更高
NVEC
高出83.3%
-28.9%
自由现金流更多
LEDS
多$5.1M
$-4.8M
两年增速更快
LEDS
近两年复合增速
-6.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $6.2M |
| 净利润 | $-742.0K | $3.4M |
| 毛利率 | 0.7% | 78.6% |
| 营业利润率 | -39.4% | 60.2% |
| 净利率 | -28.9% | 54.4% |
| 营收同比 | 103.7% | 22.9% |
| 净利润同比 | -35.6% | 11.0% |
| 每股收益（稀释后） | $-0.09 | $0.70 |
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LEDSNVEC
| Q4 25 | $2.6M | $6.2M | ||
| Q3 25 | $13.2M | $6.3M | ||
| Q2 25 | $17.7M | $6.1M | ||
| Q1 25 | $10.9M | $7.3M | ||
| Q4 24 | $1.3M | $5.1M | ||
| Q3 24 | $1.3M | $6.8M | ||
| Q2 24 | $1.3M | $6.8M | ||
| Q1 24 | $886.0K | $7.1M |
净利润LEDSNVEC
| Q4 25 | $-742.0K | $3.4M | ||
| Q3 25 | $-1.2M | $3.3M | ||
| Q2 25 | $223.0K | $3.6M | ||
| Q1 25 | $388.0K | $3.9M | ||
| Q4 24 | $-547.0K | $3.0M | ||
| Q3 24 | — | $4.0M | ||
| Q2 24 | $-319.0K | $4.1M | ||
| Q1 24 | $-559.0K | $3.8M |
毛利率LEDSNVEC
| Q4 25 | 0.7% | 78.6% | ||
| Q3 25 | 1.7% | 78.3% | ||
| Q2 25 | 5.3% | 80.6% | ||
| Q1 25 | 9.2% | 79.2% | ||
| Q4 24 | 20.6% | 84.2% | ||
| Q3 24 | 11.6% | 86.0% | ||
| Q2 24 | 41.0% | 85.6% | ||
| Q1 24 | 12.6% | 75.5% |
营业利润率LEDSNVEC
| Q4 25 | -39.4% | 60.2% | ||
| Q3 25 | -9.0% | 57.6% | ||
| Q2 25 | -0.4% | 62.0% | ||
| Q1 25 | 1.0% | 58.4% | ||
| Q4 24 | -52.1% | 58.5% | ||
| Q3 24 | — | 65.0% | ||
| Q2 24 | -35.8% | 64.7% | ||
| Q1 24 | -93.9% | 57.3% |
净利率LEDSNVEC
| Q4 25 | -28.9% | 54.4% | ||
| Q3 25 | -9.0% | 52.2% | ||
| Q2 25 | 1.3% | 58.6% | ||
| Q1 25 | 3.6% | 53.5% | ||
| Q4 24 | -43.4% | 60.2% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | -24.1% | 60.4% | ||
| Q1 24 | -63.1% | 53.8% |
每股收益（稀释后）LEDSNVEC
| Q4 25 | $-0.09 | $0.70 | ||
| Q3 25 | $-0.15 | $0.68 | ||
| Q2 25 | $0.03 | $0.74 | ||
| Q1 25 | $0.05 | $0.80 | ||
| Q4 24 | $-0.08 | $0.63 | ||
| Q3 24 | — | $0.83 | ||
| Q2 24 | $-0.04 | $0.85 | ||
| Q1 24 | $-0.11 | $0.78 |
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 | $20.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $58.3M |
| 总资产 | $14.2M | $60.0M |
| 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LEDSNVEC
| Q4 25 | $2.9M | $20.6M | ||
| Q3 25 | $2.6M | $17.7M | ||
| Q2 25 | $2.4M | $15.8M | ||
| Q1 25 | $2.4M | $21.7M | ||
| Q4 24 | $1.2M | $20.4M | ||
| Q3 24 | $1.7M | $22.9M | ||
| Q2 24 | $1.7M | $21.7M | ||
| Q1 24 | $1.6M | $22.2M |
总债务LEDSNVEC
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSNVEC
| Q4 25 | $2.1M | $58.3M | ||
| Q3 25 | $2.8M | $59.7M | ||
| Q2 25 | $4.0M | $61.1M | ||
| Q1 25 | $3.6M | $62.3M | ||
| Q4 24 | $1.6M | $63.0M | ||
| Q3 24 | $2.2M | $64.9M | ||
| Q2 24 | $2.7M | $64.9M | ||
| Q1 24 | $3.0M | $65.6M |
总资产LEDSNVEC
| Q4 25 | $14.2M | $60.0M | ||
| Q3 25 | $15.6M | $61.5M | ||
| Q2 25 | $23.2M | $63.6M | ||
| Q1 25 | $23.2M | $64.3M | ||
| Q4 24 | $10.4M | $64.6M | ||
| Q3 24 | $11.1M | $65.9M | ||
| Q2 24 | $11.5M | $66.7M | ||
| Q1 24 | $12.0M | $66.8M |
负债/权益比LEDSNVEC
| 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 | $4.2M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-4.8M |
| 自由现金流率自由现金流/营收 | 12.9% | -77.0% |
| 资本支出强度资本支出/营收 | 1.2% | 144.3% |
| 现金转化率经营现金流/净利润 | — | 1.24× |
| 过去12个月自由现金流最近4个季度 | — | $-5.5M |
8季度趋势，按日历期对齐
经营现金流LEDSNVEC
| Q4 25 | $361.0K | $4.2M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | $693.0K | $5.2M | ||
| Q1 25 | $1.4M | $2.5M | ||
| Q4 24 | $-158.0K | $3.8M | ||
| Q3 24 | — | $2.1M | ||
| Q2 24 | $109.0K | $5.9M | ||
| Q1 24 | $-600.0K | $3.1M |
自由现金流LEDSNVEC
| Q4 25 | $331.0K | $-4.8M | ||
| Q3 25 | — | $2.7M | ||
| Q2 25 | $383.0K | $4.1M | ||
| Q1 25 | $1.3M | $-7.5M | ||
| Q4 24 | $-276.0K | $-6.3M | ||
| Q3 24 | — | $1.9M | ||
| Q2 24 | $98.0K | $4.9M | ||
| Q1 24 | $-619.0K | — |
自由现金流率LEDSNVEC
| Q4 25 | 12.9% | -77.0% | ||
| Q3 25 | — | 42.9% | ||
| Q2 25 | 2.2% | 67.7% | ||
| Q1 25 | 11.8% | -103.7% | ||
| Q4 24 | -21.9% | -124.7% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | 7.4% | 72.8% | ||
| Q1 24 | -69.9% | — |
资本支出强度LEDSNVEC
| Q4 25 | 1.2% | 144.3% | ||
| Q3 25 | 0.2% | 1.1% | ||
| Q2 25 | 1.8% | 17.3% | ||
| Q1 25 | 1.1% | 137.9% | ||
| Q4 24 | 9.4% | 200.6% | ||
| Q3 24 | 9.3% | 3.1% | ||
| Q2 24 | 0.8% | 13.5% | ||
| Q1 24 | 2.1% | 0.0% |
现金转化率LEDSNVEC
| Q4 25 | — | 1.24× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | 3.11× | 1.45× | ||
| Q1 25 | 3.62× | 0.64× | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 1.43× | ||
| Q1 24 | — | 0.82× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
