vs
SemiLEDs Corp（LEDS）与Roivant Sciences Ltd.（ROIV）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Roivant Sciences Ltd.的1.3倍（$2.6M vs $2.0M），SemiLEDs Corp净利率更高（-28.9% vs -13301.2%，领先13272.3%），SemiLEDs Corp同比增速更快（103.7% vs -77.8%），SemiLEDs Corp自由现金流更多（$331.0K vs $-201.4M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -73.7%）
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。
Roivant Sciences Ltd.是一家美国跨国医疗健康企业，2014年由维韦克·拉马斯瓦米创立，现任CEO为马特·格林。公司专注于将技术应用于药物研发领域，同时孵化运营多家生命科学与健康科技子公司，总部位于纽约，在波士顿、巴塞尔两大生物科技产业集群也设有核心办公点。
LEDS vs ROIV — 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181.6%
-77.8%
净利率更高
LEDS
高出13272.3%
-13301.2%
自由现金流更多
LEDS
多$201.8M
$-201.4M
两年增速更快
LEDS
近两年复合增速
-73.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.0M |
| 净利润 | $-742.0K | $-265.9M |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | -16966.1% |
| 净利率 | -28.9% | -13301.2% |
| 营收同比 | 103.7% | -77.8% |
| 净利润同比 | -35.6% | -257.0% |
| 每股收益（稀释后） | $-0.09 | $-0.38 |
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LEDSROIV
| Q4 25 | $2.6M | $2.0M | ||
| Q3 25 | $13.2M | $1.6M | ||
| Q2 25 | $17.7M | $2.2M | ||
| Q1 25 | $10.9M | $-39.6M | ||
| Q4 24 | $1.3M | $9.0M | ||
| Q3 24 | $1.3M | $4.5M | ||
| Q2 24 | $1.3M | $8.0M | ||
| Q1 24 | $886.0K | $28.9M |
净利润LEDSROIV
| Q4 25 | $-742.0K | $-265.9M | ||
| Q3 25 | $-1.2M | $-113.5M | ||
| Q2 25 | $223.0K | $-223.4M | ||
| Q1 25 | $388.0K | $-206.5M | ||
| Q4 24 | $-547.0K | $169.4M | ||
| Q3 24 | — | $-230.2M | ||
| Q2 24 | $-319.0K | $95.3M | ||
| Q1 24 | $-559.0K | $-151.1M |
毛利率LEDSROIV
| 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LEDSROIV
| Q4 25 | -39.4% | -16966.1% | ||
| Q3 25 | -9.0% | -19492.9% | ||
| Q2 25 | -0.4% | -13130.0% | ||
| Q1 25 | 1.0% | 674.8% | ||
| Q4 24 | -52.1% | -3042.6% | ||
| Q3 24 | — | -7636.0% | ||
| Q2 24 | -35.8% | -1279.5% | ||
| Q1 24 | -93.9% | -919.5% |
净利率LEDSROIV
| Q4 25 | -28.9% | -13301.2% | ||
| Q3 25 | -9.0% | -7225.9% | ||
| Q2 25 | 1.3% | -10292.9% | ||
| Q1 25 | 3.6% | 521.8% | ||
| Q4 24 | -43.4% | 1878.3% | ||
| Q3 24 | — | -5143.8% | ||
| Q2 24 | -24.1% | 1192.7% | ||
| Q1 24 | -63.1% | -522.3% |
每股收益（稀释后）LEDSROIV
| Q4 25 | $-0.09 | $-0.38 | ||
| Q3 25 | $-0.15 | $-0.17 | ||
| Q2 25 | $0.03 | $-0.33 | ||
| Q1 25 | $0.05 | $-0.28 | ||
| Q4 24 | $-0.08 | $0.23 | ||
| Q3 24 | — | $-0.31 | ||
| Q2 24 | $-0.04 | $0.12 | ||
| Q1 24 | $-0.11 | $-0.02 |
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 | $4.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $4.3B |
| 总资产 | $14.2M | $5.2B |
| 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LEDSROIV
| Q4 25 | $2.9M | $4.5B | ||
| Q3 25 | $2.6M | $4.4B | ||
| Q2 25 | $2.4M | $4.5B | ||
| Q1 25 | $2.4M | $4.9B | ||
| Q4 24 | $1.2M | $5.1B | ||
| Q3 24 | $1.7M | $5.4B | ||
| Q2 24 | $1.7M | $5.7B | ||
| Q1 24 | $1.6M | $6.5B |
总债务LEDSROIV
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | $311.7M | ||
| Q1 24 | — | $430.6M |
股东权益LEDSROIV
| Q4 25 | $2.1M | $4.3B | ||
| Q3 25 | $2.8M | $4.4B | ||
| Q2 25 | $4.0M | $4.3B | ||
| Q1 25 | $3.6M | $4.7B | ||
| Q4 24 | $1.6M | $5.2B | ||
| Q3 24 | $2.2M | $5.2B | ||
| Q2 24 | $2.7M | $5.4B | ||
| Q1 24 | $3.0M | $6.0B |
总资产LEDSROIV
| Q4 25 | $14.2M | $5.2B | ||
| Q3 25 | $15.6M | $5.1B | ||
| Q2 25 | $23.2M | $5.0B | ||
| Q1 25 | $23.2M | $5.4B | ||
| Q4 24 | $10.4M | $5.8B | ||
| Q3 24 | $11.1M | $6.2B | ||
| Q2 24 | $11.5M | $6.5B | ||
| Q1 24 | $12.0M | $7.2B |
负债/权益比LEDSROIV
| Q4 25 | — | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | — | 0.06× | ||
| Q1 24 | — | 0.07× |
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 | $-196.5M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-201.4M |
| 自由现金流率自由现金流/营收 | 12.9% | -10076.0% |
| 资本支出强度资本支出/营收 | 1.2% | 246.9% |
| 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 | — | $-776.7M |
8季度趋势，按日历期对齐
经营现金流LEDSROIV
| Q4 25 | $361.0K | $-196.5M | ||
| Q3 25 | — | $-185.7M | ||
| Q2 25 | $693.0K | $-204.4M | ||
| Q1 25 | $1.4M | $-172.6M | ||
| Q4 24 | $-158.0K | $-207.3M | ||
| Q3 24 | — | $-266.8M | ||
| Q2 24 | $109.0K | $-192.8M | ||
| Q1 24 | $-600.0K | $-108.5M |
自由现金流LEDSROIV
| Q4 25 | $331.0K | $-201.4M | ||
| Q3 25 | — | $-193.5M | ||
| Q2 25 | $383.0K | $-208.4M | ||
| Q1 25 | $1.3M | $-173.4M | ||
| Q4 24 | $-276.0K | $-209.1M | ||
| Q3 24 | — | $-267.8M | ||
| Q2 24 | $98.0K | $-193.8M | ||
| Q1 24 | $-619.0K | $-108.8M |
自由现金流率LEDSROIV
| Q4 25 | 12.9% | -10076.0% | ||
| Q3 25 | — | -12317.8% | ||
| Q2 25 | 2.2% | -9604.5% | ||
| Q1 25 | 11.8% | 438.1% | ||
| Q4 24 | -21.9% | -2318.5% | ||
| Q3 24 | — | -5984.4% | ||
| Q2 24 | 7.4% | -2425.5% | ||
| Q1 24 | -69.9% | -376.1% |
资本支出强度LEDSROIV
| Q4 25 | 1.2% | 246.9% | ||
| Q3 25 | 0.2% | 499.6% | ||
| Q2 25 | 1.8% | 185.9% | ||
| Q1 25 | 1.1% | -2.0% | ||
| Q4 24 | 9.4% | 20.3% | ||
| Q3 24 | 9.3% | 22.3% | ||
| Q2 24 | 0.8% | 12.1% | ||
| Q1 24 | 2.1% | 1.2% |
现金转化率LEDSROIV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.11× | — | ||
| Q1 25 | 3.62× | — | ||
| Q4 24 | — | -1.22× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -2.02× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
