vs
SemiLEDs Corp（LEDS）与赫兹（SELF）财务数据对比。点击上方公司名可切换其他公司
赫兹的季度营收约是SemiLEDs Corp的1.2倍（$3.2M vs $2.6M），赫兹净利率更高（10.2% vs -28.9%，领先39.1%），SemiLEDs Corp同比增速更快（103.7% vs -0.9%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 2.0%）
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。
赫兹控股（Hertz Global Holdings, Inc.），常称赫兹，是总部设在美国佛罗里达州埃斯特罗的汽车租赁企业，除核心赫兹品牌外，还运营达乐租车（Dollar Rent A Car）、萤火虫租车（Firefly Car Rental）和节约租车（Thrifty Car Rental）多个品牌，业务覆盖全球多地市场。
LEDS vs SELF — 直观对比
营收规模更大
SELF
是对方的1.2倍
$2.6M
营收增速更快
LEDS
高出104.6%
-0.9%
净利率更高
SELF
高出39.1%
-28.9%
两年增速更快
LEDS
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $3.2M |
| 净利润 | $-742.0K | $322.8K |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | 21.5% |
| 净利率 | -28.9% | 10.2% |
| 营收同比 | 103.7% | -0.9% |
| 净利润同比 | -35.6% | 282.5% |
| 每股收益（稀释后） | $-0.09 | $0.03 |
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LEDSSELF
| Q4 25 | $2.6M | $3.2M | ||
| Q3 25 | $13.2M | $3.2M | ||
| Q2 25 | $17.7M | $3.2M | ||
| Q1 25 | $10.9M | $3.1M | ||
| Q4 24 | $1.3M | $3.2M | ||
| Q3 24 | $1.3M | $3.2M | ||
| Q2 24 | $1.3M | $3.1M | ||
| Q1 24 | $886.0K | $3.0M |
净利润LEDSSELF
| Q4 25 | $-742.0K | $322.8K | ||
| Q3 25 | $-1.2M | $496.3K | ||
| Q2 25 | $223.0K | $664.2K | ||
| Q1 25 | $388.0K | $555.2K | ||
| Q4 24 | $-547.0K | $84.4K | ||
| Q3 24 | — | $1.2M | ||
| Q2 24 | $-319.0K | $591.5K | ||
| Q1 24 | $-559.0K | $266.1K |
毛利率LEDSSELF
| 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LEDSSELF
| Q4 25 | -39.4% | 21.5% | ||
| Q3 25 | -9.0% | 22.6% | ||
| Q2 25 | -0.4% | 25.9% | ||
| Q1 25 | 1.0% | 23.1% | ||
| Q4 24 | -52.1% | 24.9% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | -35.8% | 20.5% | ||
| Q1 24 | -93.9% | 19.5% |
净利率LEDSSELF
| Q4 25 | -28.9% | 10.2% | ||
| Q3 25 | -9.0% | 15.4% | ||
| Q2 25 | 1.3% | 20.8% | ||
| Q1 25 | 3.6% | 17.8% | ||
| Q4 24 | -43.4% | 2.6% | ||
| Q3 24 | — | 36.9% | ||
| Q2 24 | -24.1% | 19.0% | ||
| Q1 24 | -63.1% | 8.8% |
每股收益（稀释后）LEDSSELF
| Q4 25 | $-0.09 | $0.03 | ||
| Q3 25 | $-0.15 | $0.04 | ||
| Q2 25 | $0.03 | $0.06 | ||
| Q1 25 | $0.05 | $0.05 | ||
| Q4 24 | $-0.08 | $0.02 | ||
| Q3 24 | — | $0.10 | ||
| Q2 24 | $-0.04 | $0.05 | ||
| 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 | $7.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $46.5M |
| 总资产 | $14.2M | $64.1M |
| 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LEDSSELF
| Q4 25 | $2.9M | $7.4M | ||
| Q3 25 | $2.6M | $7.5M | ||
| Q2 25 | $2.4M | $7.5M | ||
| Q1 25 | $2.4M | $7.2M | ||
| Q4 24 | $1.2M | $7.2M | ||
| Q3 24 | $1.7M | $6.8M | ||
| Q2 24 | $1.7M | $7.0M | ||
| Q1 24 | $1.6M | $6.7M |
总债务LEDSSELF
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSSELF
| Q4 25 | $2.1M | $46.5M | ||
| Q3 25 | $2.8M | $46.9M | ||
| Q2 25 | $4.0M | $47.2M | ||
| Q1 25 | $3.6M | $47.3M | ||
| Q4 24 | $1.6M | $47.4M | ||
| Q3 24 | $2.2M | $48.1M | ||
| Q2 24 | $2.7M | $47.6M | ||
| Q1 24 | $3.0M | $47.8M |
总资产LEDSSELF
| Q4 25 | $14.2M | $64.1M | ||
| Q3 25 | $15.6M | $64.8M | ||
| Q2 25 | $23.2M | $65.0M | ||
| Q1 25 | $23.2M | $65.1M | ||
| Q4 24 | $10.4M | $65.5M | ||
| Q3 24 | $11.1M | $66.3M | ||
| Q2 24 | $11.5M | $66.0M | ||
| Q1 24 | $12.0M | $66.1M |
负债/权益比LEDSSELF
| 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 | $4.5M |
| 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 | — | 13.86× |
| 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LEDSSELF
| Q4 25 | $361.0K | $4.5M | ||
| Q3 25 | — | $1.0M | ||
| Q2 25 | $693.0K | $1.3M | ||
| Q1 25 | $1.4M | $1.1M | ||
| Q4 24 | $-158.0K | $4.3M | ||
| Q3 24 | — | $1.0M | ||
| Q2 24 | $109.0K | $1.2M | ||
| Q1 24 | $-600.0K | $797.0K |
自由现金流LEDSSELF
| 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LEDSSELF
| 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LEDSSELF
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.1% | — |
现金转化率LEDSSELF
| Q4 25 | — | 13.86× | ||
| Q3 25 | — | 2.10× | ||
| Q2 25 | 3.11× | 2.02× | ||
| Q1 25 | 3.62× | 1.93× | ||
| Q4 24 | — | 51.30× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 2.99× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
