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SemiLEDs Corp（LEDS）与Instil Bio, Inc.（TIL）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Instil Bio, Inc.的1.1倍（$2.6M vs $2.2M），SemiLEDs Corp净利率更高（-28.9% vs -365.3%，领先336.5%），SemiLEDs Corp同比增速更快（103.7% vs -19.2%）
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。
Instil Bio Inc.是一家临床阶段生物技术企业，专注于研发肿瘤浸润淋巴细胞（TIL）疗法，用于治疗难治性晚期实体瘤，面向对现有标准癌症治疗方案应答有限的患者群体，核心业务属于肿瘤免疫疗法领域。
LEDS vs TIL — 直观对比
营收规模更大
LEDS
是对方的1.1倍
$2.2M
营收增速更快
LEDS
高出122.9%
-19.2%
净利率更高
LEDS
高出336.5%
-365.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.2M |
| 净利润 | $-742.0K | $-8.2M |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | -426.3% |
| 净利率 | -28.9% | -365.3% |
| 营收同比 | 103.7% | -19.2% |
| 净利润同比 | -35.6% | 31.1% |
| 每股收益（稀释后） | $-0.09 | $-1.13 |
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LEDSTIL
| Q4 25 | $2.6M | $2.2M | ||
| Q3 25 | $13.2M | $2.2M | ||
| Q2 25 | $17.7M | $2.2M | ||
| Q1 25 | $10.9M | $2.2M | ||
| Q4 24 | $1.3M | $2.8M | ||
| Q3 24 | $1.3M | $1.5M | ||
| Q2 24 | $1.3M | $0 | ||
| Q1 24 | $886.0K | $0 |
净利润LEDSTIL
| Q4 25 | $-742.0K | $-8.2M | ||
| Q3 25 | $-1.2M | $-13.6M | ||
| Q2 25 | $223.0K | $-21.4M | ||
| Q1 25 | $388.0K | $-28.2M | ||
| Q4 24 | $-547.0K | $-11.9M | ||
| Q3 24 | — | $-23.0M | ||
| Q2 24 | $-319.0K | $-14.9M | ||
| Q1 24 | $-559.0K | $-24.3M |
毛利率LEDSTIL
| 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LEDSTIL
| Q4 25 | -39.4% | -426.3% | ||
| Q3 25 | -9.0% | -670.0% | ||
| Q2 25 | -0.4% | -1045.5% | ||
| Q1 25 | 1.0% | -1363.2% | ||
| Q4 24 | -52.1% | -426.1% | ||
| Q3 24 | — | -1582.8% | ||
| Q2 24 | -35.8% | — | ||
| Q1 24 | -93.9% | — |
净利率LEDSTIL
| Q4 25 | -28.9% | -365.3% | ||
| Q3 25 | -9.0% | -606.0% | ||
| Q2 25 | 1.3% | -954.2% | ||
| Q1 25 | 3.6% | -1257.8% | ||
| Q4 24 | -43.4% | -428.8% | ||
| Q3 24 | — | -1541.9% | ||
| Q2 24 | -24.1% | — | ||
| Q1 24 | -63.1% | — |
每股收益（稀释后）LEDSTIL
| Q4 25 | $-0.09 | $-1.13 | ||
| Q3 25 | $-0.15 | $-2.01 | ||
| Q2 25 | $0.03 | $-3.24 | ||
| Q1 25 | $0.05 | $-4.32 | ||
| Q4 24 | $-0.08 | $-1.82 | ||
| Q3 24 | — | $-3.54 | ||
| Q2 24 | $-0.04 | $-2.29 | ||
| Q1 24 | $-0.11 | $-3.74 |
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 | $6.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $113.9M |
| 总资产 | $14.2M | $203.5M |
| 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LEDSTIL
| Q4 25 | $2.9M | $6.6M | ||
| Q3 25 | $2.6M | $5.8M | ||
| Q2 25 | $2.4M | $7.7M | ||
| Q1 25 | $2.4M | $15.4M | ||
| Q4 24 | $1.2M | $8.8M | ||
| Q3 24 | $1.7M | $6.7M | ||
| Q2 24 | $1.7M | $6.8M | ||
| Q1 24 | $1.6M | $5.5M |
总债务LEDSTIL
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSTIL
| Q4 25 | $2.1M | $113.9M | ||
| Q3 25 | $2.8M | $120.4M | ||
| Q2 25 | $4.0M | $131.7M | ||
| Q1 25 | $3.6M | $144.9M | ||
| Q4 24 | $1.6M | $169.4M | ||
| Q3 24 | $2.2M | $176.3M | ||
| Q2 24 | $2.7M | $195.0M | ||
| Q1 24 | $3.0M | $205.8M |
总资产LEDSTIL
| Q4 25 | $14.2M | $203.5M | ||
| Q3 25 | $15.6M | $211.8M | ||
| Q2 25 | $23.2M | $231.0M | ||
| Q1 25 | $23.2M | $237.4M | ||
| Q4 24 | $10.4M | $263.6M | ||
| Q3 24 | $11.1M | $272.6M | ||
| Q2 24 | $11.5M | $294.3M | ||
| Q1 24 | $12.0M | $306.3M |
负债/权益比LEDSTIL
| 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 | $-7.1M |
| 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LEDSTIL
| Q4 25 | $361.0K | $-7.1M | ||
| Q3 25 | — | $-10.6M | ||
| Q2 25 | $693.0K | $-14.8M | ||
| Q1 25 | $1.4M | $-4.2M | ||
| Q4 24 | $-158.0K | $-10.6M | ||
| Q3 24 | — | $-20.1M | ||
| Q2 24 | $109.0K | $-10.6M | ||
| Q1 24 | $-600.0K | $-14.4M |
自由现金流LEDSTIL
| 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LEDSTIL
| 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LEDSTIL
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | 0.0% | ||
| Q3 24 | 9.3% | 0.0% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.1% | — |
现金转化率LEDSTIL
| 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
