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SemiLEDs Corp（LEDS）与Seer, Inc.（SEER）财务数据对比。点击上方公司名可切换其他公司
Seer, Inc.的季度营收约是SemiLEDs Corp的1.6倍（$4.2M vs $2.6M），SemiLEDs Corp净利率更高（-28.9% vs -380.7%，领先351.8%），SemiLEDs Corp同比增速更快（103.7% vs 5.0%），SemiLEDs Corp自由现金流更多（$331.0K vs $-11.1M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 17.1%）
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。
Seer, Inc.是一家总部位于美国加利福尼亚州雷德伍德城的生物技术企业，成立于2017年，专注于开发蛋白质组学研究领域的相关技术，目前在生物科研技术开发领域开展业务。
LEDS vs SEER — 直观对比
营收规模更大
SEER
是对方的1.6倍
$2.6M
营收增速更快
LEDS
高出98.7%
5.0%
净利率更高
LEDS
高出351.8%
-380.7%
自由现金流更多
LEDS
多$11.4M
$-11.1M
两年增速更快
LEDS
近两年复合增速
17.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $4.2M |
| 净利润 | $-742.0K | $-16.0M |
| 毛利率 | 0.7% | 52.0% |
| 营业利润率 | -39.4% | -413.8% |
| 净利率 | -28.9% | -380.7% |
| 营收同比 | 103.7% | 5.0% |
| 净利润同比 | -35.6% | 26.4% |
| 每股收益（稀释后） | $-0.09 | — |
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LEDSSEER
| Q4 25 | $2.6M | $4.2M | ||
| Q3 25 | $13.2M | $4.1M | ||
| Q2 25 | $17.7M | $4.1M | ||
| Q1 25 | $10.9M | $4.2M | ||
| Q4 24 | $1.3M | $4.0M | ||
| Q3 24 | $1.3M | $4.0M | ||
| Q2 24 | $1.3M | $3.1M | ||
| Q1 24 | $886.0K | $3.1M |
净利润LEDSSEER
| Q4 25 | $-742.0K | $-16.0M | ||
| Q3 25 | $-1.2M | $-18.2M | ||
| Q2 25 | $223.0K | $-19.4M | ||
| Q1 25 | $388.0K | $-19.9M | ||
| Q4 24 | $-547.0K | $-21.7M | ||
| Q3 24 | — | $-21.3M | ||
| Q2 24 | $-319.0K | $-22.9M | ||
| Q1 24 | $-559.0K | $-20.7M |
毛利率LEDSSEER
| Q4 25 | 0.7% | 52.0% | ||
| Q3 25 | 1.7% | 51.2% | ||
| Q2 25 | 5.3% | 52.1% | ||
| Q1 25 | 9.2% | 49.0% | ||
| Q4 24 | 20.6% | 50.6% | ||
| Q3 24 | 11.6% | 48.1% | ||
| Q2 24 | 41.0% | 56.3% | ||
| Q1 24 | 12.6% | 44.4% |
营业利润率LEDSSEER
| Q4 25 | -39.4% | -413.8% | ||
| Q3 25 | -9.0% | -469.4% | ||
| Q2 25 | -0.4% | -506.8% | ||
| Q1 25 | 1.0% | -493.0% | ||
| Q4 24 | -52.1% | -587.2% | ||
| Q3 24 | — | -603.3% | ||
| Q2 24 | -35.8% | -882.0% | ||
| Q1 24 | -93.9% | -821.7% |
净利率LEDSSEER
| Q4 25 | -28.9% | -380.7% | ||
| Q3 25 | -9.0% | -442.5% | ||
| Q2 25 | 1.3% | -479.5% | ||
| Q1 25 | 3.6% | -474.4% | ||
| Q4 24 | -43.4% | -543.6% | ||
| Q3 24 | — | -529.0% | ||
| Q2 24 | -24.1% | -743.8% | ||
| Q1 24 | -63.1% | -674.5% |
每股收益（稀释后）LEDSSEER
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $-0.15 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $-0.08 | — | ||
| Q3 24 | — | $-0.35 | ||
| Q2 24 | $-0.04 | $-0.35 | ||
| Q1 24 | $-0.11 | $-0.32 |
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 | $47.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $259.3M |
| 总资产 | $14.2M | $296.1M |
| 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LEDSSEER
| Q4 25 | $2.9M | $47.3M | ||
| Q3 25 | $2.6M | $45.0M | ||
| Q2 25 | $2.4M | $37.9M | ||
| Q1 25 | $2.4M | $52.4M | ||
| Q4 24 | $1.2M | $40.8M | ||
| Q3 24 | $1.7M | $37.6M | ||
| Q2 24 | $1.7M | $31.9M | ||
| Q1 24 | $1.6M | $54.4M |
总债务LEDSSEER
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSSEER
| Q4 25 | $2.1M | $259.3M | ||
| Q3 25 | $2.8M | $271.8M | ||
| Q2 25 | $4.0M | $288.3M | ||
| Q1 25 | $3.6M | $311.0M | ||
| Q4 24 | $1.6M | $327.6M | ||
| Q3 24 | $2.2M | $344.7M | ||
| Q2 24 | $2.7M | $364.7M | ||
| Q1 24 | $3.0M | $383.6M |
总资产LEDSSEER
| Q4 25 | $14.2M | $296.1M | ||
| Q3 25 | $15.6M | $308.6M | ||
| Q2 25 | $23.2M | $322.5M | ||
| Q1 25 | $23.2M | $347.3M | ||
| Q4 24 | $10.4M | $366.6M | ||
| Q3 24 | $11.1M | $383.4M | ||
| Q2 24 | $11.5M | $406.6M | ||
| Q1 24 | $12.0M | $422.0M |
负债/权益比LEDSSEER
| 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 | $-10.8M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-11.1M |
| 自由现金流率自由现金流/营收 | 12.9% | -264.2% |
| 资本支出强度资本支出/营收 | 1.2% | 7.0% |
| 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 | — | $-46.2M |
8季度趋势，按日历期对齐
经营现金流LEDSSEER
| Q4 25 | $361.0K | $-10.8M | ||
| Q3 25 | — | $-7.6M | ||
| Q2 25 | $693.0K | $-14.7M | ||
| Q1 25 | $1.4M | $-11.4M | ||
| Q4 24 | $-158.0K | $-11.5M | ||
| Q3 24 | — | $-14.1M | ||
| Q2 24 | $109.0K | $-10.1M | ||
| Q1 24 | $-600.0K | $-10.5M |
自由现金流LEDSSEER
| Q4 25 | $331.0K | $-11.1M | ||
| Q3 25 | — | $-7.8M | ||
| Q2 25 | $383.0K | $-15.2M | ||
| Q1 25 | $1.3M | $-12.1M | ||
| Q4 24 | $-276.0K | $-12.0M | ||
| Q3 24 | — | $-16.3M | ||
| Q2 24 | $98.0K | $-11.2M | ||
| Q1 24 | $-619.0K | $-11.2M |
自由现金流率LEDSSEER
| Q4 25 | 12.9% | -264.2% | ||
| Q3 25 | — | -190.5% | ||
| Q2 25 | 2.2% | -375.9% | ||
| Q1 25 | 11.8% | -287.1% | ||
| Q4 24 | -21.9% | -299.8% | ||
| Q3 24 | — | -404.7% | ||
| Q2 24 | 7.4% | -366.0% | ||
| Q1 24 | -69.9% | -365.6% |
资本支出强度LEDSSEER
| Q4 25 | 1.2% | 7.0% | ||
| Q3 25 | 0.2% | 6.9% | ||
| Q2 25 | 1.8% | 14.0% | ||
| Q1 25 | 1.1% | 15.6% | ||
| Q4 24 | 9.4% | 13.4% | ||
| Q3 24 | 9.3% | 54.4% | ||
| Q2 24 | 0.8% | 38.2% | ||
| Q1 24 | 2.1% | 24.6% |
现金转化率LEDSSEER
| 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
