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SemiLEDs Corp（LEDS）与Unusual Machines, Inc.（UMAC）财务数据对比。点击上方公司名可切换其他公司
Unusual Machines, Inc.的季度营收约是SemiLEDs Corp的1.9倍（$4.9M vs $2.6M），SemiLEDs Corp净利率更高（-28.9% vs -215.7%，领先186.8%），Unusual Machines, Inc.同比增速更快（144.4% vs 103.7%），过去两年Unusual Machines, Inc.的营收复合增速更高（181.3% vs 70.3%）
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。
该公司是一家美国人工智能初创企业，由OpenAI前首席技术官米拉·穆拉蒂创立于2025年2月，总部位于旧金山，为公益企业架构。截至同年7月，该公司已完成由a16z领投的早期融资，英伟达、AMD、思科、简街等投资方共计出资20亿美元，公司整体估值达120亿美元。
LEDS vs UMAC — 直观对比
营收规模更大
UMAC
是对方的1.9倍
$2.6M
营收增速更快
UMAC
高出40.7%
103.7%
净利率更高
LEDS
高出186.8%
-215.7%
两年增速更快
UMAC
近两年复合增速
70.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $4.9M |
| 净利润 | $-742.0K | $-10.6M |
| 毛利率 | 0.7% | 36.2% |
| 营业利润率 | -39.4% | -198.7% |
| 净利率 | -28.9% | -215.7% |
| 营收同比 | 103.7% | 144.4% |
| 净利润同比 | -35.6% | 61.0% |
| 每股收益（稀释后） | $-0.09 | $-0.26 |
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LEDSUMAC
| Q4 25 | $2.6M | $4.9M | ||
| Q3 25 | $13.2M | $2.1M | ||
| Q2 25 | $17.7M | $2.1M | ||
| Q1 25 | $10.9M | $2.0M | ||
| Q4 24 | $1.3M | $2.0M | ||
| Q3 24 | $1.3M | $1.5M | ||
| Q2 24 | $1.3M | $1.4M | ||
| Q1 24 | $886.0K | $618.9K |
净利润LEDSUMAC
| Q4 25 | $-742.0K | $-10.6M | ||
| Q3 25 | $-1.2M | $1.6M | ||
| Q2 25 | $223.0K | $-7.0M | ||
| Q1 25 | $388.0K | $-3.3M | ||
| Q4 24 | $-547.0K | $-27.1M | ||
| Q3 24 | — | $-2.1M | ||
| Q2 24 | $-319.0K | $-1.6M | ||
| Q1 24 | $-559.0K | $-1.1M |
毛利率LEDSUMAC
| Q4 25 | 0.7% | 36.2% | ||
| Q3 25 | 1.7% | 39.4% | ||
| Q2 25 | 5.3% | 37.4% | ||
| Q1 25 | 9.2% | 24.3% | ||
| Q4 24 | 20.6% | 27.7% | ||
| Q3 24 | 11.6% | 26.1% | ||
| Q2 24 | 41.0% | 27.5% | ||
| Q1 24 | 12.6% | 33.0% |
营业利润率LEDSUMAC
| Q4 25 | -39.4% | -198.7% | ||
| Q3 25 | -9.0% | -232.4% | ||
| Q2 25 | -0.4% | -338.5% | ||
| Q1 25 | 1.0% | -160.0% | ||
| Q4 24 | -52.1% | -642.3% | ||
| Q3 24 | — | -95.4% | ||
| Q2 24 | -35.8% | -111.4% | ||
| Q1 24 | -93.9% | -175.5% |
净利率LEDSUMAC
| Q4 25 | -28.9% | -215.7% | ||
| Q3 25 | -9.0% | 75.1% | ||
| Q2 25 | 1.3% | -327.9% | ||
| Q1 25 | 3.6% | -159.9% | ||
| Q4 24 | -43.4% | -1353.2% | ||
| Q3 24 | — | -140.0% | ||
| Q2 24 | -24.1% | -114.3% | ||
| Q1 24 | -63.1% | -178.7% |
每股收益（稀释后）LEDSUMAC
| Q4 25 | $-0.09 | $-0.26 | ||
| Q3 25 | $-0.15 | $0.05 | ||
| Q2 25 | $0.03 | $-0.32 | ||
| Q1 25 | $0.05 | $-0.21 | ||
| Q4 24 | $-0.08 | $-3.20 | ||
| Q3 24 | — | $-0.30 | ||
| Q2 24 | $-0.04 | $-0.16 | ||
| Q1 24 | $-0.11 | $-0.18 |
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 | $142.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $174.9M |
| 总资产 | $14.2M | $182.7M |
| 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LEDSUMAC
| Q4 25 | $2.9M | $142.5M | ||
| Q3 25 | $2.6M | $81.1M | ||
| Q2 25 | $2.4M | $38.9M | ||
| Q1 25 | $2.4M | $5.0M | ||
| Q4 24 | $1.2M | $3.8M | ||
| Q3 24 | $1.7M | $1.7M | ||
| Q2 24 | $1.7M | $2.2M | ||
| Q1 24 | $1.6M | $3.2M |
总债务LEDSUMAC
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSUMAC
| Q4 25 | $2.1M | $174.9M | ||
| Q3 25 | $2.8M | $106.0M | ||
| Q2 25 | $4.0M | $51.3M | ||
| Q1 25 | $3.6M | $15.9M | ||
| Q4 24 | $1.6M | $14.8M | ||
| Q3 24 | $2.2M | $19.2M | ||
| Q2 24 | $2.7M | $20.0M | ||
| Q1 24 | $3.0M | $21.2M |
总资产LEDSUMAC
| Q4 25 | $14.2M | $182.7M | ||
| Q3 25 | $15.6M | $113.1M | ||
| Q2 25 | $23.2M | $52.4M | ||
| Q1 25 | $23.2M | $17.3M | ||
| Q4 24 | $10.4M | $16.1M | ||
| Q3 24 | $11.1M | $24.5M | ||
| Q2 24 | $11.5M | $25.2M | ||
| Q1 24 | $12.0M | $24.2M |
负债/权益比LEDSUMAC
| 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 | $-9.8M |
| 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LEDSUMAC
| Q4 25 | $361.0K | $-9.8M | ||
| Q3 25 | — | $-7.5M | ||
| Q2 25 | $693.0K | $-2.7M | ||
| Q1 25 | $1.4M | $-1.2M | ||
| Q4 24 | $-158.0K | $-1.3M | ||
| Q3 24 | — | $-536.7K | ||
| Q2 24 | $109.0K | $-986.2K | ||
| Q1 24 | $-600.0K | $-1.2M |
自由现金流LEDSUMAC
| Q4 25 | $331.0K | — | ||
| Q3 25 | — | $-8.8M | ||
| 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LEDSUMAC
| Q4 25 | 12.9% | — | ||
| Q3 25 | — | -413.2% | ||
| 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LEDSUMAC
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | 60.3% | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 9.3% | 0.0% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.1% | — |
现金转化率LEDSUMAC
| Q4 25 | — | — | ||
| Q3 25 | — | -4.70× | ||
| 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
业务分部营收拆解
LEDS
暂无分部数据
UMAC
| Retail Revenue | $4.5M | 92% |
| Other | $412.7K | 8% |
