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SemiLEDs Corp（LEDS）与SmartKem, Inc.（SMTK）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SmartKem, Inc.的4.6倍（$2.6M vs $561.0K），SemiLEDs Corp净利率更高（-28.9% vs -366.3%，领先337.4%）
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。
SmartKem Inc.是一家先进材料研发企业，主打专有有机半导体配方产品，可应用于柔性可折叠显示面板、印刷电子及新一代光电器件领域，核心客户覆盖全球各地的消费电子显示制造商与半导体零部件生产商。
LEDS vs SMTK — 直观对比
营收规模更大
LEDS
是对方的4.6倍
$561.0K
净利率更高
LEDS
高出337.4%
-366.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $561.0K |
| 净利润 | $-742.0K | $-2.1M |
| 毛利率 | 0.7% | 57.6% |
| 营业利润率 | -39.4% | -380.7% |
| 净利率 | -28.9% | -366.3% |
| 营收同比 | 103.7% | — |
| 净利润同比 | -35.6% | 23.7% |
| 每股收益（稀释后） | $-0.09 | $-0.22 |
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LEDSSMTK
| Q4 25 | $2.6M | $561.0K | ||
| Q3 25 | $13.2M | $81.0K | ||
| Q2 25 | $17.7M | — | ||
| Q1 25 | $10.9M | — | ||
| Q4 24 | $1.3M | — | ||
| Q3 24 | $1.3M | $0 | ||
| Q2 24 | $1.3M | — | ||
| Q1 24 | $886.0K | — |
净利润LEDSSMTK
| Q4 25 | $-742.0K | $-2.1M | ||
| Q3 25 | $-1.2M | $-3.9M | ||
| Q2 25 | $223.0K | — | ||
| Q1 25 | $388.0K | — | ||
| Q4 24 | $-547.0K | — | ||
| Q3 24 | — | $-2.8M | ||
| Q2 24 | $-319.0K | — | ||
| Q1 24 | $-559.0K | — |
毛利率LEDSSMTK
| Q4 25 | 0.7% | 57.6% | ||
| Q3 25 | 1.7% | 93.8% | ||
| 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LEDSSMTK
| Q4 25 | -39.4% | -380.7% | ||
| Q3 25 | -9.0% | -3937.0% | ||
| Q2 25 | -0.4% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | -52.1% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -35.8% | — | ||
| Q1 24 | -93.9% | — |
净利率LEDSSMTK
| Q4 25 | -28.9% | -366.3% | ||
| Q3 25 | -9.0% | -4839.5% | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | -43.4% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -24.1% | — | ||
| Q1 24 | -63.1% | — |
每股收益（稀释后）LEDSSMTK
| Q4 25 | $-0.09 | $-0.22 | ||
| Q3 25 | $-0.15 | $-0.45 | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $-0.08 | — | ||
| Q3 24 | — | $-0.86 | ||
| Q2 24 | $-0.04 | — | ||
| Q1 24 | $-0.11 | — |
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 | $374.0K |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $-3.9M |
| 总资产 | $14.2M | $2.3M |
| 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LEDSSMTK
| Q4 25 | $2.9M | $374.0K | ||
| Q3 25 | $2.6M | $881.0K | ||
| Q2 25 | $2.4M | — | ||
| Q1 25 | $2.4M | — | ||
| Q4 24 | $1.2M | — | ||
| Q3 24 | $1.7M | $1.8M | ||
| Q2 24 | $1.7M | — | ||
| Q1 24 | $1.6M | — |
总债务LEDSSMTK
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSSMTK
| Q4 25 | $2.1M | $-3.9M | ||
| Q3 25 | $2.8M | $-3.0M | ||
| Q2 25 | $4.0M | — | ||
| Q1 25 | $3.6M | — | ||
| Q4 24 | $1.6M | — | ||
| Q3 24 | $2.2M | $2.3M | ||
| Q2 24 | $2.7M | — | ||
| Q1 24 | $3.0M | — |
总资产LEDSSMTK
| Q4 25 | $14.2M | $2.3M | ||
| Q3 25 | $15.6M | $3.2M | ||
| Q2 25 | $23.2M | — | ||
| Q1 25 | $23.2M | — | ||
| Q4 24 | $10.4M | — | ||
| Q3 24 | $11.1M | $4.3M | ||
| Q2 24 | $11.5M | — | ||
| Q1 24 | $12.0M | — |
负债/权益比LEDSSMTK
| 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 | $-1.4M |
| 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LEDSSMTK
| Q4 25 | $361.0K | $-1.4M | ||
| Q3 25 | — | $-200.0K | ||
| Q2 25 | $693.0K | — | ||
| Q1 25 | $1.4M | — | ||
| Q4 24 | $-158.0K | — | ||
| Q3 24 | — | $-2.6M | ||
| Q2 24 | $109.0K | — | ||
| Q1 24 | $-600.0K | — |
自由现金流LEDSSMTK
| 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LEDSSMTK
| 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LEDSSMTK
| 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LEDSSMTK
| 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
