vs
SemiLEDs Corp（LEDS）与Twin Vee PowerCats, Co.（VEEE）财务数据对比。点击上方公司名可切换其他公司
Twin Vee PowerCats, Co.的季度营收约是SemiLEDs Corp的1.2倍（$3.0M vs $2.6M），SemiLEDs Corp净利率更高（-28.9% vs -85.6%，领先56.7%），SemiLEDs Corp同比增速更快（103.7% vs 60.4%），SemiLEDs Corp自由现金流更多（$331.0K vs $-1.9M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -24.3%）
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。
Twin Vee PowerCats Co. 是一家高性能休闲双体动力船制造商，旗下产品涵盖适用于休闲巡航、海钓、水上运动及海事商用场景的多款双体船型号，主要面向北美市场客户销售，同时正在拓展全球沿海地区的分销渠道。
LEDS vs VEEE — 直观对比
营收规模更大
VEEE
是对方的1.2倍
$2.6M
营收增速更快
LEDS
高出43.3%
60.4%
净利率更高
LEDS
高出56.7%
-85.6%
自由现金流更多
LEDS
多$2.2M
$-1.9M
两年增速更快
LEDS
近两年复合增速
-24.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $3.0M |
| 净利润 | $-742.0K | $-2.6M |
| 毛利率 | 0.7% | 3.7% |
| 营业利润率 | -39.4% | -87.7% |
| 净利率 | -28.9% | -85.6% |
| 营收同比 | 103.7% | 60.4% |
| 净利润同比 | -35.6% | -119.0% |
| 每股收益（稀释后） | $-0.09 | $-1.19 |
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LEDSVEEE
| Q4 25 | $2.6M | $3.0M | ||
| Q3 25 | $13.2M | $3.4M | ||
| Q2 25 | $17.7M | $4.8M | ||
| Q1 25 | $10.9M | $3.6M | ||
| Q4 24 | $1.3M | $1.9M | ||
| Q3 24 | $1.3M | $2.9M | ||
| Q2 24 | $1.3M | $4.3M | ||
| Q1 24 | $886.0K | $5.3M |
净利润LEDSVEEE
| Q4 25 | $-742.0K | $-2.6M | ||
| Q3 25 | $-1.2M | $-2.8M | ||
| Q2 25 | $223.0K | $-1.7M | ||
| Q1 25 | $388.0K | $-1.6M | ||
| Q4 24 | $-547.0K | $-1.2M | ||
| Q3 24 | — | $-3.0M | ||
| Q2 24 | $-319.0K | $-4.5M | ||
| Q1 24 | $-559.0K | $-2.3M |
毛利率LEDSVEEE
| Q4 25 | 0.7% | 3.7% | ||
| Q3 25 | 1.7% | -1.3% | ||
| Q2 25 | 5.3% | 13.8% | ||
| Q1 25 | 9.2% | 14.9% | ||
| Q4 24 | 20.6% | -57.6% | ||
| Q3 24 | 11.6% | -5.0% | ||
| Q2 24 | 41.0% | 4.7% | ||
| Q1 24 | 12.6% | 5.3% |
营业利润率LEDSVEEE
| Q4 25 | -39.4% | -87.7% | ||
| Q3 25 | -9.0% | -81.0% | ||
| Q2 25 | -0.4% | -35.2% | ||
| Q1 25 | 1.0% | -46.5% | ||
| Q4 24 | -52.1% | -224.9% | ||
| Q3 24 | — | -107.3% | ||
| Q2 24 | -35.8% | -107.7% | ||
| Q1 24 | -93.9% | -48.2% |
净利率LEDSVEEE
| Q4 25 | -28.9% | -85.6% | ||
| Q3 25 | -9.0% | -80.4% | ||
| Q2 25 | 1.3% | -34.8% | ||
| Q1 25 | 3.6% | -44.6% | ||
| Q4 24 | -43.4% | -62.7% | ||
| Q3 24 | — | -103.7% | ||
| Q2 24 | -24.1% | -104.4% | ||
| Q1 24 | -63.1% | -44.3% |
每股收益（稀释后）LEDSVEEE
| Q4 25 | $-0.09 | $-1.19 | ||
| Q3 25 | $-0.15 | $-1.23 | ||
| Q2 25 | $0.03 | $-0.87 | ||
| Q1 25 | $0.05 | $-1.08 | ||
| Q4 24 | $-0.08 | $-3.51 | ||
| Q3 24 | — | $-2.64 | ||
| Q2 24 | $-0.04 | $-3.09 | ||
| Q1 24 | $-0.11 | $-1.77 |
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 | $1.4M |
| 总债务越低越好 | — | $499.9K |
| 股东权益账面价值 | $2.1M | $13.5M |
| 总资产 | $14.2M | $16.2M |
| 负债/权益比越低杠杆越低 | — | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资LEDSVEEE
| Q4 25 | $2.9M | $1.4M | ||
| Q3 25 | $2.6M | $2.7M | ||
| Q2 25 | $2.4M | $6.0M | ||
| Q1 25 | $2.4M | $4.9M | ||
| Q4 24 | $1.2M | $7.5M | ||
| Q3 24 | $1.7M | $11.1M | ||
| Q2 24 | $1.7M | $14.9M | ||
| Q1 24 | $1.6M | $17.1M |
总债务LEDSVEEE
| Q4 25 | — | $499.9K | ||
| Q3 25 | $1.7M | $499.9K | ||
| Q2 25 | — | $499.9K | ||
| Q1 25 | — | $499.9K | ||
| Q4 24 | — | $499.9K | ||
| Q3 24 | $3.7M | $499.9K | ||
| Q2 24 | — | $499.9K | ||
| Q1 24 | — | $499.9K |
股东权益LEDSVEEE
| Q4 25 | $2.1M | $13.5M | ||
| Q3 25 | $2.8M | $15.9M | ||
| Q2 25 | $4.0M | $18.6M | ||
| Q1 25 | $3.6M | $17.7M | ||
| Q4 24 | $1.6M | $19.2M | ||
| Q3 24 | $2.2M | $17.4M | ||
| Q2 24 | $2.7M | $19.6M | ||
| Q1 24 | $3.0M | $22.3M |
总资产LEDSVEEE
| Q4 25 | $14.2M | $16.2M | ||
| Q3 25 | $15.6M | $18.9M | ||
| Q2 25 | $23.2M | $22.4M | ||
| Q1 25 | $23.2M | $23.6M | ||
| Q4 24 | $10.4M | $25.9M | ||
| Q3 24 | $11.1M | $30.1M | ||
| Q2 24 | $11.5M | $33.8M | ||
| Q1 24 | $12.0M | $36.5M |
负债/权益比LEDSVEEE
| Q4 25 | — | 0.04× | ||
| Q3 25 | 0.61× | 0.03× | ||
| Q2 25 | — | 0.03× | ||
| Q1 25 | — | 0.03× | ||
| Q4 24 | — | 0.03× | ||
| Q3 24 | 1.69× | 0.03× | ||
| Q2 24 | — | 0.03× | ||
| Q1 24 | — | 0.02× |
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 | $-1.7M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-1.9M |
| 自由现金流率自由现金流/营收 | 12.9% | -62.5% |
| 资本支出强度资本支出/营收 | 1.2% | 4.6% |
| 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 | — | $-9.0M |
8季度趋势，按日历期对齐
经营现金流LEDSVEEE
| Q4 25 | $361.0K | $-1.7M | ||
| Q3 25 | — | $-2.6M | ||
| Q2 25 | $693.0K | $-745.6K | ||
| Q1 25 | $1.4M | $-1.7M | ||
| Q4 24 | $-158.0K | $-2.3M | ||
| Q3 24 | — | $-2.4M | ||
| Q2 24 | $109.0K | $-482.1K | ||
| Q1 24 | $-600.0K | $-1.7M |
自由现金流LEDSVEEE
| Q4 25 | $331.0K | $-1.9M | ||
| Q3 25 | — | $-3.1M | ||
| Q2 25 | $383.0K | $-1.5M | ||
| Q1 25 | $1.3M | $-2.6M | ||
| Q4 24 | $-276.0K | $-3.6M | ||
| Q3 24 | — | $-3.7M | ||
| Q2 24 | $98.0K | $-2.2M | ||
| Q1 24 | $-619.0K | $-3.7M |
自由现金流率LEDSVEEE
| Q4 25 | 12.9% | -62.5% | ||
| Q3 25 | — | -91.2% | ||
| Q2 25 | 2.2% | -30.6% | ||
| Q1 25 | 11.8% | -71.0% | ||
| Q4 24 | -21.9% | -192.8% | ||
| Q3 24 | — | -128.8% | ||
| Q2 24 | 7.4% | -51.0% | ||
| Q1 24 | -69.9% | -70.9% |
资本支出强度LEDSVEEE
| Q4 25 | 1.2% | 4.6% | ||
| Q3 25 | 0.2% | 14.0% | ||
| Q2 25 | 1.8% | 14.9% | ||
| Q1 25 | 1.1% | 22.9% | ||
| Q4 24 | 9.4% | 68.8% | ||
| Q3 24 | 9.3% | 45.8% | ||
| Q2 24 | 0.8% | 39.9% | ||
| Q1 24 | 2.1% | 37.7% |
现金转化率LEDSVEEE
| 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
