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SemiLEDs Corp（LEDS）与Onfolio Holdings, Inc（ONFO）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Onfolio Holdings, Inc的1.3倍（$2.6M vs $2.0M），Onfolio Holdings, Inc净利率更高（-27.0% vs -28.9%，领先1.9%），SemiLEDs Corp同比增速更快（103.7% vs -20.1%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 13.0%）
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。
Onfolio Holdings Inc. 主要收购、运营和发展多元化中小型线上业务资产组合，覆盖细分领域内容网站、电商店铺及SaaS工具，核心市场为北美和西欧，聚焦具备稳定收入的高毛利可持续数字资产。
LEDS vs ONFO — 直观对比
营收规模更大
LEDS
是对方的1.3倍
$2.0M
营收增速更快
LEDS
高出123.8%
-20.1%
净利率更高
ONFO
高出1.9%
-28.9%
两年增速更快
LEDS
近两年复合增速
13.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.0M |
| 净利润 | $-742.0K | $-547.1K |
| 毛利率 | 0.7% | 50.0% |
| 营业利润率 | -39.4% | -59.1% |
| 净利率 | -28.9% | -27.0% |
| 营收同比 | 103.7% | -20.1% |
| 净利润同比 | -35.6% | -69.0% |
| 每股收益（稀释后） | $-0.09 | $-0.37 |
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LEDSONFO
| Q4 25 | $2.6M | $2.0M | ||
| Q3 25 | $13.2M | $2.7M | ||
| Q2 25 | $17.7M | $3.1M | ||
| Q1 25 | $10.9M | $2.8M | ||
| Q4 24 | $1.3M | $2.5M | ||
| Q3 24 | $1.3M | $2.0M | ||
| Q2 24 | $1.3M | $1.7M | ||
| Q1 24 | $886.0K | $1.6M |
净利润LEDSONFO
| Q4 25 | $-742.0K | $-547.1K | ||
| Q3 25 | $-1.2M | $-700.7K | ||
| Q2 25 | $223.0K | $-534.4K | ||
| Q1 25 | $388.0K | $-806.4K | ||
| Q4 24 | $-547.0K | $-323.8K | ||
| Q3 24 | — | $-335.6K | ||
| Q2 24 | $-319.0K | $-629.0K | ||
| Q1 24 | $-559.0K | $-477.8K |
毛利率LEDSONFO
| Q4 25 | 0.7% | 50.0% | ||
| Q3 25 | 1.7% | 64.6% | ||
| Q2 25 | 5.3% | 61.6% | ||
| Q1 25 | 9.2% | 60.7% | ||
| Q4 24 | 20.6% | 53.6% | ||
| Q3 24 | 11.6% | 59.9% | ||
| Q2 24 | 41.0% | 56.5% | ||
| Q1 24 | 12.6% | 63.3% |
营业利润率LEDSONFO
| Q4 25 | -39.4% | -59.1% | ||
| Q3 25 | -9.0% | -9.8% | ||
| Q2 25 | -0.4% | -16.1% | ||
| Q1 25 | 1.0% | -27.9% | ||
| Q4 24 | -52.1% | -43.9% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | -35.8% | -35.1% | ||
| Q1 24 | -93.9% | -28.7% |
净利率LEDSONFO
| Q4 25 | -28.9% | -27.0% | ||
| Q3 25 | -9.0% | -25.6% | ||
| Q2 25 | 1.3% | -17.0% | ||
| Q1 25 | 3.6% | -28.7% | ||
| Q4 24 | -43.4% | -12.8% | ||
| Q3 24 | — | -16.7% | ||
| Q2 24 | -24.1% | -36.4% | ||
| Q1 24 | -63.1% | -30.1% |
每股收益（稀释后）LEDSONFO
| Q4 25 | $-0.09 | $-0.37 | ||
| Q3 25 | $-0.15 | $-0.16 | ||
| Q2 25 | $0.03 | $0.13 | ||
| Q1 25 | $0.05 | $-0.18 | ||
| Q4 24 | $-0.08 | $-0.36 | ||
| Q3 24 | — | $-0.08 | ||
| Q2 24 | $-0.04 | $0.14 | ||
| Q1 24 | $-0.11 | $-0.11 |
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 | $2.5M |
| 总资产 | $14.2M | $11.4M |
| 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LEDSONFO
| 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 | $529.8K |
总债务LEDSONFO
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSONFO
| Q4 25 | $2.1M | $2.5M | ||
| Q3 25 | $2.8M | $2.2M | ||
| Q2 25 | $4.0M | $3.1M | ||
| Q1 25 | $3.6M | $3.6M | ||
| Q4 24 | $1.6M | $3.3M | ||
| Q3 24 | $2.2M | $3.9M | ||
| Q2 24 | $2.7M | $4.5M | ||
| Q1 24 | $3.0M | $5.2M |
总资产LEDSONFO
| Q4 25 | $14.2M | $11.4M | ||
| Q3 25 | $15.6M | $8.3M | ||
| Q2 25 | $23.2M | $8.8M | ||
| Q1 25 | $23.2M | $9.4M | ||
| Q4 24 | $10.4M | $9.6M | ||
| Q3 24 | $11.1M | $8.6M | ||
| Q2 24 | $11.5M | $8.9M | ||
| Q1 24 | $12.0M | $8.7M |
负债/权益比LEDSONFO
| 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 | $-397.3K |
| 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LEDSONFO
| Q4 25 | $361.0K | $-397.3K | ||
| Q3 25 | — | $34.2K | ||
| Q2 25 | $693.0K | $-430.1K | ||
| Q1 25 | $1.4M | $-145.0K | ||
| Q4 24 | $-158.0K | $-471.6K | ||
| Q3 24 | — | $67.0K | ||
| Q2 24 | $109.0K | $-332.7K | ||
| Q1 24 | $-600.0K | $-431.0K |
自由现金流LEDSONFO
| Q4 25 | $331.0K | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $383.0K | — | ||
| Q1 25 | $1.3M | — | ||
| Q4 24 | $-276.0K | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $98.0K | — | ||
| Q1 24 | $-619.0K | — |
自由现金流率LEDSONFO
| Q4 25 | 12.9% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 11.8% | — | ||
| Q4 24 | -21.9% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 7.4% | — | ||
| Q1 24 | -69.9% | — |
资本支出强度LEDSONFO
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.1% | — |
现金转化率LEDSONFO
| 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
ONFO
| B Two B | $1.6M | 81% |
| B Two C | $243.0K | 12% |
| Other | $138.6K | 7% |
