vs
SemiLEDs Corp（LEDS）与QUICKLOGIC Corp（QUIK）财务数据对比。点击上方公司名可切换其他公司
QUICKLOGIC Corp的季度营收约是SemiLEDs Corp的2.2倍（$5.7M vs $2.6M），QUICKLOGIC Corp净利率更高（-5.4% vs -28.9%，领先23.5%），SemiLEDs Corp同比增速更快（103.7% vs -24.1%），SemiLEDs Corp自由现金流更多（$331.0K vs $-1.2M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 17.2%）
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。
QuickLogic是一家无晶圆半导体企业，专注研发低功耗可定制现场可编程门阵列、嵌入式FPGA知识产权核及边缘传感器处理解决方案，产品广泛应用于可穿戴设备、物联网、移动电子、工业系统等领域，提供高能效低延迟的端侧处理能力。
LEDS vs QUIK — 直观对比
营收规模更大
QUIK
是对方的2.2倍
$2.6M
营收增速更快
LEDS
高出127.8%
-24.1%
净利率更高
QUIK
高出23.5%
-28.9%
自由现金流更多
LEDS
多$1.5M
$-1.2M
两年增速更快
LEDS
近两年复合增速
17.2%
损益表 — Q1 FY2026 vs Q4 FY2024
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $5.7M |
| 净利润 | $-742.0K | $-305.0K |
| 毛利率 | 0.7% | 62.7% |
| 营业利润率 | -39.4% | 2.6% |
| 净利率 | -28.9% | -5.4% |
| 营收同比 | 103.7% | -24.1% |
| 净利润同比 | -35.6% | -114.9% |
| 每股收益（稀释后） | $-0.09 | $-0.02 |
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LEDSQUIK
| Q4 25 | $2.6M | — | ||
| Q3 25 | $13.2M | — | ||
| Q2 25 | $17.7M | — | ||
| Q1 25 | $10.9M | — | ||
| Q4 24 | $1.3M | $5.7M | ||
| Q3 24 | $1.3M | $4.2M | ||
| Q2 24 | $1.3M | $4.1M | ||
| Q1 24 | $886.0K | $5.7M |
净利润LEDSQUIK
| Q4 25 | $-742.0K | — | ||
| Q3 25 | $-1.2M | — | ||
| Q2 25 | $223.0K | — | ||
| Q1 25 | $388.0K | — | ||
| Q4 24 | $-547.0K | $-305.0K | ||
| Q3 24 | — | $-2.1M | ||
| Q2 24 | $-319.0K | $-1.6M | ||
| Q1 24 | $-559.0K | $108.0K |
毛利率LEDSQUIK
| Q4 25 | 0.7% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | 20.6% | 62.7% | ||
| Q3 24 | 11.6% | 59.1% | ||
| Q2 24 | 41.0% | 54.7% | ||
| Q1 24 | 12.6% | 67.1% |
营业利润率LEDSQUIK
| Q4 25 | -39.4% | — | ||
| Q3 25 | -9.0% | — | ||
| Q2 25 | -0.4% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | -52.1% | 2.6% | ||
| Q3 24 | — | -38.1% | ||
| Q2 24 | -35.8% | -29.3% | ||
| Q1 24 | -93.9% | 2.3% |
净利率LEDSQUIK
| Q4 25 | -28.9% | — | ||
| Q3 25 | -9.0% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | -43.4% | -5.4% | ||
| Q3 24 | — | -49.8% | ||
| Q2 24 | -24.1% | -37.8% | ||
| Q1 24 | -63.1% | 1.9% |
每股收益（稀释后）LEDSQUIK
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $-0.15 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $-0.08 | $-0.02 | ||
| Q3 24 | — | $-0.14 | ||
| Q2 24 | $-0.04 | $-0.11 | ||
| Q1 24 | $-0.11 | $0.01 |
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 | — | $3.1M |
| 股东权益账面价值 | $2.1M | $24.9M |
| 总资产 | $14.2M | $51.9M |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资LEDSQUIK
| 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LEDSQUIK
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.1M | ||
| Q3 24 | $3.7M | $3.4M | ||
| Q2 24 | — | $1.2M | ||
| Q1 24 | — | $1.4M |
股东权益LEDSQUIK
| Q4 25 | $2.1M | — | ||
| Q3 25 | $2.8M | — | ||
| Q2 25 | $4.0M | — | ||
| Q1 25 | $3.6M | — | ||
| Q4 24 | $1.6M | $24.9M | ||
| Q3 24 | $2.2M | $20.9M | ||
| Q2 24 | $2.7M | $21.8M | ||
| Q1 24 | $3.0M | $22.2M |
总资产LEDSQUIK
| Q4 25 | $14.2M | — | ||
| Q3 25 | $15.6M | — | ||
| Q2 25 | $23.2M | — | ||
| Q1 25 | $23.2M | — | ||
| Q4 24 | $10.4M | $51.9M | ||
| Q3 24 | $11.1M | $49.7M | ||
| Q2 24 | $11.5M | $47.5M | ||
| Q1 24 | $12.0M | $51.9M |
负债/权益比LEDSQUIK
| Q4 25 | — | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | 1.69× | 0.16× | ||
| Q2 24 | — | 0.06× | ||
| Q1 24 | — | 0.06× |
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 | $116.0K |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-1.2M |
| 自由现金流率自由现金流/营收 | 12.9% | -20.6% |
| 资本支出强度资本支出/营收 | 1.2% | 22.6% |
| 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 | — | $-5.4M |
8季度趋势，按日历期对齐
经营现金流LEDSQUIK
| Q4 25 | $361.0K | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $693.0K | — | ||
| Q1 25 | $1.4M | — | ||
| Q4 24 | $-158.0K | $116.0K | ||
| Q3 24 | — | $-16.0K | ||
| Q2 24 | $109.0K | $-220.0K | ||
| Q1 24 | $-600.0K | $147.0K |
自由现金流LEDSQUIK
| Q4 25 | $331.0K | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $383.0K | — | ||
| Q1 25 | $1.3M | — | ||
| Q4 24 | $-276.0K | $-1.2M | ||
| Q3 24 | — | $-83.0K | ||
| Q2 24 | $98.0K | $-4.2M | ||
| Q1 24 | $-619.0K | $62.0K |
自由现金流率LEDSQUIK
| Q4 25 | 12.9% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 11.8% | — | ||
| Q4 24 | -21.9% | -20.6% | ||
| Q3 24 | — | -2.0% | ||
| Q2 24 | 7.4% | -102.2% | ||
| Q1 24 | -69.9% | 1.1% |
资本支出强度LEDSQUIK
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | 22.6% | ||
| Q3 24 | 9.3% | 1.6% | ||
| Q2 24 | 0.8% | 96.9% | ||
| Q1 24 | 2.1% | 1.5% |
现金转化率LEDSQUIK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.11× | — | ||
| Q1 25 | 3.62× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.36× |
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
QUIK
| North America | $3.0M | 53% |
| Other | $2.7M | 47% |
