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SemiLEDs Corp（LEDS）与亨廷顿银行（TCBS）财务数据对比。点击上方公司名可切换其他公司
亨廷顿银行的季度营收约是SemiLEDs Corp的1.7倍（$4.4M vs $2.6M），亨廷顿银行净利率更高（18.9% vs -28.9%，领先47.8%），SemiLEDs Corp同比增速更快（103.7% vs 10.8%），亨廷顿银行自由现金流更多（$973.0K vs $331.0K），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 22.5%）
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。
亨廷顿银行股份公司是一家总部位于俄亥俄州哥伦布市的美国银行控股公司，旗下核心银行子公司亨廷顿国家银行主要在美国中西部开展业务，共设有超一千家银行网点，网点覆盖俄亥俄、密歇根、明尼苏达、宾夕法尼亚等多个州。
LEDS vs TCBS — 直观对比
营收规模更大
TCBS
是对方的1.7倍
$2.6M
营收增速更快
LEDS
高出92.9%
10.8%
净利率更高
TCBS
高出47.8%
-28.9%
自由现金流更多
TCBS
多$642.0K
$331.0K
两年增速更快
LEDS
近两年复合增速
22.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $4.4M |
| 净利润 | $-742.0K | $841.0K |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | 23.1% |
| 净利率 | -28.9% | 18.9% |
| 营收同比 | 103.7% | 10.8% |
| 净利润同比 | -35.6% | 62.7% |
| 每股收益（稀释后） | $-0.09 | $0.31 |
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LEDSTCBS
| Q4 25 | $2.6M | $4.4M | ||
| Q3 25 | $13.2M | $4.4M | ||
| Q2 25 | $17.7M | $3.8M | ||
| Q1 25 | $10.9M | $3.8M | ||
| Q4 24 | $1.3M | $3.2M | ||
| Q3 24 | $1.3M | $3.7M | ||
| Q2 24 | $1.3M | $3.6M | ||
| Q1 24 | $886.0K | $3.0M |
净利润LEDSTCBS
| Q4 25 | $-742.0K | $841.0K | ||
| Q3 25 | $-1.2M | $680.0K | ||
| Q2 25 | $223.0K | $678.0K | ||
| Q1 25 | $388.0K | $643.0K | ||
| Q4 24 | $-547.0K | $517.0K | ||
| Q3 24 | — | $515.0K | ||
| Q2 24 | $-319.0K | $348.0K | ||
| Q1 24 | $-559.0K | $-2.7M |
毛利率LEDSTCBS
| 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LEDSTCBS
| Q4 25 | -39.4% | 23.1% | ||
| Q3 25 | -9.0% | 17.4% | ||
| Q2 25 | -0.4% | 21.9% | ||
| Q1 25 | 1.0% | 19.8% | ||
| Q4 24 | -52.1% | 19.1% | ||
| Q3 24 | — | 16.1% | ||
| Q2 24 | -35.8% | 11.1% | ||
| Q1 24 | -93.9% | -114.5% |
净利率LEDSTCBS
| Q4 25 | -28.9% | 18.9% | ||
| Q3 25 | -9.0% | 15.4% | ||
| Q2 25 | 1.3% | 18.1% | ||
| Q1 25 | 3.6% | 17.0% | ||
| Q4 24 | -43.4% | 16.2% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | -24.1% | 9.7% | ||
| Q1 24 | -63.1% | -90.6% |
每股收益（稀释后）LEDSTCBS
| Q4 25 | $-0.09 | $0.31 | ||
| Q3 25 | $-0.15 | $0.24 | ||
| Q2 25 | $0.03 | $0.23 | ||
| Q1 25 | $0.05 | $0.22 | ||
| Q4 24 | $-0.08 | $0.16 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | $-0.04 | $0.12 | ||
| Q1 24 | $-0.11 | $-0.89 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $53.8M |
| 总资产 | $14.2M | $429.8M |
| 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LEDSTCBS
| Q4 25 | $2.9M | — | ||
| Q3 25 | $2.6M | — | ||
| Q2 25 | $2.4M | — | ||
| Q1 25 | $2.4M | — | ||
| Q4 24 | $1.2M | — | ||
| Q3 24 | $1.7M | — | ||
| Q2 24 | $1.7M | — | ||
| Q1 24 | $1.6M | — |
总债务LEDSTCBS
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSTCBS
| Q4 25 | $2.1M | $53.8M | ||
| Q3 25 | $2.8M | $53.5M | ||
| Q2 25 | $4.0M | $52.9M | ||
| Q1 25 | $3.6M | $52.8M | ||
| Q4 24 | $1.6M | $52.1M | ||
| Q3 24 | $2.2M | $52.7M | ||
| Q2 24 | $2.7M | $51.8M | ||
| Q1 24 | $3.0M | $51.5M |
总资产LEDSTCBS
| Q4 25 | $14.2M | $429.8M | ||
| Q3 25 | $15.6M | $439.5M | ||
| Q2 25 | $23.2M | $444.1M | ||
| Q1 25 | $23.2M | $442.2M | ||
| Q4 24 | $10.4M | $443.5M | ||
| Q3 24 | $11.1M | $446.0M | ||
| Q2 24 | $11.5M | $451.6M | ||
| Q1 24 | $12.0M | $463.8M |
负债/权益比LEDSTCBS
| 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 | $973.0K |
| 自由现金流率自由现金流/营收 | 12.9% | 21.9% |
| 资本支出强度资本支出/营收 | 1.2% | 8.9% |
| 现金转化率经营现金流/净利润 | — | 1.63× |
| 过去12个月自由现金流最近4个季度 | — | $1.8M |
8季度趋势，按日历期对齐
经营现金流LEDSTCBS
| Q4 25 | $361.0K | $1.4M | ||
| Q3 25 | — | $1.6M | ||
| Q2 25 | $693.0K | $1.0M | ||
| Q1 25 | $1.4M | $-1.5M | ||
| Q4 24 | $-158.0K | $1.9M | ||
| Q3 24 | — | $816.0K | ||
| Q2 24 | $109.0K | $404.0K | ||
| Q1 24 | $-600.0K | $641.0K |
自由现金流LEDSTCBS
| Q4 25 | $331.0K | $973.0K | ||
| Q3 25 | — | $1.6M | ||
| Q2 25 | $383.0K | $822.0K | ||
| Q1 25 | $1.3M | $-1.6M | ||
| Q4 24 | $-276.0K | $740.0K | ||
| Q3 24 | — | $805.0K | ||
| Q2 24 | $98.0K | $209.0K | ||
| Q1 24 | $-619.0K | $-345.0K |
自由现金流率LEDSTCBS
| Q4 25 | 12.9% | 21.9% | ||
| Q3 25 | — | 35.2% | ||
| Q2 25 | 2.2% | 21.9% | ||
| Q1 25 | 11.8% | -41.2% | ||
| Q4 24 | -21.9% | 23.2% | ||
| Q3 24 | — | 21.5% | ||
| Q2 24 | 7.4% | 5.8% | ||
| Q1 24 | -69.9% | -11.6% |
资本支出强度LEDSTCBS
| Q4 25 | 1.2% | 8.9% | ||
| Q3 25 | 0.2% | 0.9% | ||
| Q2 25 | 1.8% | 4.9% | ||
| Q1 25 | 1.1% | 0.7% | ||
| Q4 24 | 9.4% | 37.6% | ||
| Q3 24 | 9.3% | 0.3% | ||
| Q2 24 | 0.8% | 5.5% | ||
| Q1 24 | 2.1% | 33.3% |
现金转化率LEDSTCBS
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 2.34× | ||
| Q2 25 | 3.11× | 1.49× | ||
| Q1 25 | 3.62× | -2.38× | ||
| Q4 24 | — | 3.75× | ||
| Q3 24 | — | 1.58× | ||
| Q2 24 | — | 1.16× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
