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SemiLEDs Corp（LEDS）与Scilex Holding Co（SCLX）财务数据对比。点击上方公司名可切换其他公司
Scilex Holding Co的季度营收约是SemiLEDs Corp的1.9倍（$4.8M vs $2.6M），SemiLEDs Corp净利率更高（-28.9% vs -961.9%，领先933.0%），SemiLEDs Corp同比增速更快（103.7% vs -67.8%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -33.6%）
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。
Scilex Holding Co是一家处于商业化阶段的生物制药企业，专注于开发和推广非阿片类疼痛管理疗法，覆盖急性、慢性疼痛领域，主要面向美国市场的医疗机构与患者，提供处方及非处方镇痛产品，填补疼痛治疗领域的未满足需求。
LEDS vs SCLX — 直观对比
营收规模更大
SCLX
是对方的1.9倍
$2.6M
营收增速更快
LEDS
高出171.6%
-67.8%
净利率更高
LEDS
高出933.0%
-961.9%
两年增速更快
LEDS
近两年复合增速
-33.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $4.8M |
| 净利润 | $-742.0K | $-46.1M |
| 毛利率 | 0.7% | 45.5% |
| 营业利润率 | -39.4% | -2317.8% |
| 净利率 | -28.9% | -961.9% |
| 营收同比 | 103.7% | -67.8% |
| 净利润同比 | -35.6% | -613.7% |
| 每股收益（稀释后） | $-0.09 | $-4.63 |
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LEDSSCLX
| Q4 25 | $2.6M | $4.8M | ||
| Q3 25 | $13.2M | $10.6M | ||
| Q2 25 | $17.7M | $9.9M | ||
| Q1 25 | $10.9M | $5.0M | ||
| Q4 24 | $1.3M | $14.9M | ||
| Q3 24 | $1.3M | $14.4M | ||
| Q2 24 | $1.3M | $16.4M | ||
| Q1 24 | $886.0K | $10.9M |
净利润LEDSSCLX
| Q4 25 | $-742.0K | $-46.1M | ||
| Q3 25 | $-1.2M | $-257.8M | ||
| Q2 25 | $223.0K | $-44.0M | ||
| Q1 25 | $388.0K | $-26.1M | ||
| Q4 24 | $-547.0K | $-6.5M | ||
| Q3 24 | — | $-4.4M | ||
| Q2 24 | $-319.0K | $-37.6M | ||
| Q1 24 | $-559.0K | $-24.4M |
毛利率LEDSSCLX
| Q4 25 | 0.7% | 45.5% | ||
| Q3 25 | 1.7% | 68.5% | ||
| Q2 25 | 5.3% | 66.9% | ||
| Q1 25 | 9.2% | 72.3% | ||
| Q4 24 | 20.6% | 68.5% | ||
| Q3 24 | 11.6% | 73.9% | ||
| Q2 24 | 41.0% | 73.2% | ||
| Q1 24 | 12.6% | 64.7% |
营业利润率LEDSSCLX
| Q4 25 | -39.4% | -2317.8% | ||
| Q3 25 | -9.0% | -1766.2% | ||
| Q2 25 | -0.4% | -207.2% | ||
| Q1 25 | 1.0% | -557.5% | ||
| Q4 24 | -52.1% | -190.5% | ||
| Q3 24 | — | -138.0% | ||
| Q2 24 | -35.8% | -95.4% | ||
| Q1 24 | -93.9% | -179.0% |
净利率LEDSSCLX
| Q4 25 | -28.9% | -961.9% | ||
| Q3 25 | -9.0% | -2441.5% | ||
| Q2 25 | 1.3% | -445.1% | ||
| Q1 25 | 3.6% | -521.2% | ||
| Q4 24 | -43.4% | -43.4% | ||
| Q3 24 | — | -30.4% | ||
| Q2 24 | -24.1% | -229.6% | ||
| Q1 24 | -63.1% | -224.0% |
每股收益（稀释后）LEDSSCLX
| Q4 25 | $-0.09 | $-4.63 | ||
| Q3 25 | $-0.15 | $-22.17 | ||
| Q2 25 | $0.03 | $-7.42 | ||
| Q1 25 | $0.05 | $-2.26 | ||
| Q4 24 | $-0.08 | $8.53 | ||
| Q3 24 | — | $-0.58 | ||
| Q2 24 | $-0.04 | $-7.67 | ||
| Q1 24 | $-0.11 | $-8.33 |
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 | $5.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $-207.8M |
| 总资产 | $14.2M | $365.0M |
| 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LEDSSCLX
| Q4 25 | $2.9M | $5.0M | ||
| Q3 25 | $2.6M | $878.0K | ||
| Q2 25 | $2.4M | $4.1M | ||
| Q1 25 | $2.4M | $5.8M | ||
| Q4 24 | $1.2M | $3.3M | ||
| Q3 24 | $1.7M | $77.0K | ||
| Q2 24 | $1.7M | $6.9M | ||
| Q1 24 | $1.6M | $1.8M |
总债务LEDSSCLX
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSSCLX
| Q4 25 | $2.1M | $-207.8M | ||
| Q3 25 | $2.8M | $-176.9M | ||
| Q2 25 | $4.0M | $-249.0M | ||
| Q1 25 | $3.6M | $-211.5M | ||
| Q4 24 | $1.6M | $-192.6M | ||
| Q3 24 | $2.2M | $-211.3M | ||
| Q2 24 | $2.7M | $-214.7M | ||
| Q1 24 | $3.0M | $-189.8M |
总资产LEDSSCLX
| Q4 25 | $14.2M | $365.0M | ||
| Q3 25 | $15.6M | $275.9M | ||
| Q2 25 | $23.2M | $83.8M | ||
| Q1 25 | $23.2M | $79.0M | ||
| Q4 24 | $10.4M | $93.0M | ||
| Q3 24 | $11.1M | $100.4M | ||
| Q2 24 | $11.5M | $104.5M | ||
| Q1 24 | $12.0M | $91.2M |
负债/权益比LEDSSCLX
| 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 | $-17.5M |
| 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LEDSSCLX
| Q4 25 | $361.0K | $-17.5M | ||
| Q3 25 | — | $8.2M | ||
| Q2 25 | $693.0K | $7.0M | ||
| Q1 25 | $1.4M | $6.0M | ||
| Q4 24 | $-158.0K | $2.5M | ||
| Q3 24 | — | $5.1M | ||
| Q2 24 | $109.0K | $2.3M | ||
| Q1 24 | $-600.0K | $9.4M |
自由现金流LEDSSCLX
| 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LEDSSCLX
| 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LEDSSCLX
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 9.3% | 0.0% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.1% | — |
现金转化率LEDSSCLX
| 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
