vs
SemiLEDs Corp（LEDS）与Origin Materials, Inc.（ORGN）财务数据对比。点击上方公司名可切换其他公司
Origin Materials, Inc.的季度营收约是SemiLEDs Corp的1.2倍（$3.0M vs $2.6M），SemiLEDs Corp净利率更高（-28.9% vs -6423.8%，领先6394.9%），SemiLEDs Corp同比增速更快（103.7% vs -67.2%），SemiLEDs Corp自由现金流更多（$331.0K vs $-18.0M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -33.5%）
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。
Origin Systems是一家总部位于德克萨斯州奥斯汀的美国电子游戏开发商，1983年3月由理查德·加里奥特与弟弟罗伯特创立。该公司因在《创世纪》《银河飞将》等多个系列游戏领域的开创性成果闻名业内，1992年被美国艺电收购。
LEDS vs ORGN — 直观对比
营收规模更大
ORGN
是对方的1.2倍
$2.6M
营收增速更快
LEDS
高出171.0%
-67.2%
净利率更高
LEDS
高出6394.9%
-6423.8%
自由现金流更多
LEDS
多$18.4M
$-18.0M
两年增速更快
LEDS
近两年复合增速
-33.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $3.0M |
| 净利润 | $-742.0K | $-194.1M |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | -6438.5% |
| 净利率 | -28.9% | -6423.8% |
| 营收同比 | 103.7% | -67.2% |
| 净利润同比 | -35.6% | -1335.6% |
| 每股收益（稀释后） | $-0.09 | $-50.17 |
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LEDSORGN
| Q4 25 | $2.6M | $3.0M | ||
| Q3 25 | $13.2M | $4.7M | ||
| Q2 25 | $17.7M | $5.8M | ||
| Q1 25 | $10.9M | $5.4M | ||
| Q4 24 | $1.3M | $9.2M | ||
| Q3 24 | $1.3M | $8.2M | ||
| Q2 24 | $1.3M | $7.0M | ||
| Q1 24 | $886.0K | $6.8M |
净利润LEDSORGN
| Q4 25 | $-742.0K | $-194.1M | ||
| Q3 25 | $-1.2M | $-16.4M | ||
| Q2 25 | $223.0K | $-12.7M | ||
| Q1 25 | $388.0K | $-26.4M | ||
| Q4 24 | $-547.0K | $-13.5M | ||
| Q3 24 | — | $-36.8M | ||
| Q2 24 | $-319.0K | $-19.5M | ||
| Q1 24 | $-559.0K | $-13.9M |
毛利率LEDSORGN
| 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LEDSORGN
| Q4 25 | -39.4% | -6438.5% | ||
| Q3 25 | -9.0% | -363.6% | ||
| Q2 25 | -0.4% | -257.5% | ||
| Q1 25 | 1.0% | -600.8% | ||
| Q4 24 | -52.1% | -175.7% | ||
| Q3 24 | — | -395.1% | ||
| Q2 24 | -35.8% | -259.6% | ||
| Q1 24 | -93.9% | -263.7% |
净利率LEDSORGN
| Q4 25 | -28.9% | -6423.8% | ||
| Q3 25 | -9.0% | -351.8% | ||
| Q2 25 | 1.3% | -219.3% | ||
| Q1 25 | 3.6% | -486.9% | ||
| Q4 24 | -43.4% | -146.6% | ||
| Q3 24 | — | -448.2% | ||
| Q2 24 | -24.1% | -277.3% | ||
| Q1 24 | -63.1% | -203.9% |
每股收益（稀释后）LEDSORGN
| Q4 25 | $-0.09 | $-50.17 | ||
| Q3 25 | $-0.15 | $-0.11 | ||
| Q2 25 | $0.03 | $-0.09 | ||
| Q1 25 | $0.05 | $-0.18 | ||
| Q4 24 | $-0.08 | $-17.04 | ||
| Q3 24 | — | $-0.26 | ||
| Q2 24 | $-0.04 | $-0.14 | ||
| Q1 24 | $-0.11 | $-0.10 |
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 | $32.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $104.2M |
| 总资产 | $14.2M | $157.7M |
| 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LEDSORGN
| Q4 25 | $2.9M | $32.9M | ||
| Q3 25 | $2.6M | $34.1M | ||
| Q2 25 | $2.4M | $35.3M | ||
| Q1 25 | $2.4M | $43.8M | ||
| Q4 24 | $1.2M | $56.3M | ||
| Q3 24 | $1.7M | $56.4M | ||
| Q2 24 | $1.7M | $55.7M | ||
| Q1 24 | $1.6M | $75.8M |
总债务LEDSORGN
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSORGN
| Q4 25 | $2.1M | $104.2M | ||
| Q3 25 | $2.8M | $295.0M | ||
| Q2 25 | $4.0M | $311.1M | ||
| Q1 25 | $3.6M | $314.6M | ||
| Q4 24 | $1.6M | $338.4M | ||
| Q3 24 | $2.2M | $358.9M | ||
| Q2 24 | $2.7M | $390.6M | ||
| Q1 24 | $3.0M | $408.2M |
总资产LEDSORGN
| Q4 25 | $14.2M | $157.7M | ||
| Q3 25 | $15.6M | $327.3M | ||
| Q2 25 | $23.2M | $348.4M | ||
| Q1 25 | $23.2M | $349.0M | ||
| Q4 24 | $10.4M | $378.0M | ||
| Q3 24 | $11.1M | $399.6M | ||
| Q2 24 | $11.5M | $431.0M | ||
| Q1 24 | $12.0M | $448.6M |
负债/权益比LEDSORGN
| 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 | $-8.9M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-18.0M |
| 自由现金流率自由现金流/营收 | 12.9% | -596.6% |
| 资本支出强度资本支出/营收 | 1.2% | 301.4% |
| 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 | — | $-63.0M |
8季度趋势，按日历期对齐
经营现金流LEDSORGN
| Q4 25 | $361.0K | $-8.9M | ||
| Q3 25 | — | $-8.1M | ||
| Q2 25 | $693.0K | $-7.3M | ||
| Q1 25 | $1.4M | $-8.4M | ||
| Q4 24 | $-158.0K | $-5.7M | ||
| Q3 24 | — | $-13.4M | ||
| Q2 24 | $109.0K | $-15.0M | ||
| Q1 24 | $-600.0K | $-16.7M |
自由现金流LEDSORGN
| Q4 25 | $331.0K | $-18.0M | ||
| Q3 25 | — | $-13.5M | ||
| Q2 25 | $383.0K | $-16.0M | ||
| Q1 25 | $1.3M | $-15.4M | ||
| Q4 24 | $-276.0K | $-9.5M | ||
| Q3 24 | — | $-16.0M | ||
| Q2 24 | $98.0K | $-15.6M | ||
| Q1 24 | $-619.0K | $-18.7M |
自由现金流率LEDSORGN
| Q4 25 | 12.9% | -596.6% | ||
| Q3 25 | — | -290.5% | ||
| Q2 25 | 2.2% | -275.4% | ||
| Q1 25 | 11.8% | -284.2% | ||
| Q4 24 | -21.9% | -103.5% | ||
| Q3 24 | — | -194.7% | ||
| Q2 24 | 7.4% | -221.8% | ||
| Q1 24 | -69.9% | -273.6% |
资本支出强度LEDSORGN
| Q4 25 | 1.2% | 301.4% | ||
| Q3 25 | 0.2% | 115.7% | ||
| Q2 25 | 1.8% | 149.9% | ||
| Q1 25 | 1.1% | 128.8% | ||
| Q4 24 | 9.4% | 41.6% | ||
| Q3 24 | 9.3% | 31.0% | ||
| Q2 24 | 0.8% | 9.0% | ||
| Q1 24 | 2.1% | 28.4% |
现金转化率LEDSORGN
| 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
