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SemiLEDs Corp（LEDS）与Vuzix Corp（VUZI）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Vuzix Corp的1.1倍（$2.6M vs $2.2M），SemiLEDs Corp净利率更高（-28.9% vs -384.2%，领先355.3%），SemiLEDs Corp同比增速更快（103.7% vs 76.4%），SemiLEDs Corp自由现金流更多（$331.0K vs $-5.9M），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 5.8%）
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。
Vuzix是1997年由保罗·特拉弗斯创立的跨国科技企业，总部位于美国纽约罗切斯特。该企业是智能眼镜与增强现实显示技术供应商，主营计算机显示设备及相关软件的研发销售，其头戴显示产品主要面向移动沉浸式增强现实场景，涵盖3D游戏、制造业培训、军用战术装备等领域。
LEDS vs VUZI — 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27.4%
76.4%
净利率更高
LEDS
高出355.3%
-384.2%
自由现金流更多
LEDS
多$6.2M
$-5.9M
两年增速更快
LEDS
近两年复合增速
5.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.2M |
| 净利润 | $-742.0K | $-8.6M |
| 毛利率 | 0.7% | 16.7% |
| 营业利润率 | -39.4% | -373.9% |
| 净利率 | -28.9% | -384.2% |
| 营收同比 | 103.7% | 76.4% |
| 净利润同比 | -35.6% | 36.9% |
| 每股收益（稀释后） | $-0.09 | $-0.12 |
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LEDSVUZI
| Q4 25 | $2.6M | $2.2M | ||
| Q3 25 | $13.2M | $1.2M | ||
| Q2 25 | $17.7M | $1.3M | ||
| Q1 25 | $10.9M | $1.6M | ||
| Q4 24 | $1.3M | $1.3M | ||
| Q3 24 | $1.3M | $1.4M | ||
| Q2 24 | $1.3M | $1.1M | ||
| Q1 24 | $886.0K | $2.0M |
净利润LEDSVUZI
| Q4 25 | $-742.0K | $-8.6M | ||
| Q3 25 | $-1.2M | $-7.4M | ||
| Q2 25 | $223.0K | $-7.7M | ||
| Q1 25 | $388.0K | $-8.6M | ||
| Q4 24 | $-547.0K | $-13.7M | ||
| Q3 24 | — | $-9.2M | ||
| Q2 24 | $-319.0K | $-40.6M | ||
| Q1 24 | $-559.0K | $-10.0M |
毛利率LEDSVUZI
| Q4 25 | 0.7% | 16.7% | ||
| Q3 25 | 1.7% | -35.4% | ||
| Q2 25 | 5.3% | -58.7% | ||
| Q1 25 | 9.2% | -16.8% | ||
| Q4 24 | 20.6% | -389.6% | ||
| Q3 24 | 11.6% | -18.8% | ||
| Q2 24 | 41.0% | -30.5% | ||
| Q1 24 | 12.6% | -2.6% |
营业利润率LEDSVUZI
| Q4 25 | -39.4% | -373.9% | ||
| Q3 25 | -9.0% | -645.5% | ||
| Q2 25 | -0.4% | -606.1% | ||
| Q1 25 | 1.0% | -555.0% | ||
| Q4 24 | -52.1% | -1089.2% | ||
| Q3 24 | — | -670.9% | ||
| Q2 24 | -35.8% | -3726.5% | ||
| Q1 24 | -93.9% | -503.6% |
净利率LEDSVUZI
| Q4 25 | -28.9% | -384.2% | ||
| Q3 25 | -9.0% | -633.4% | ||
| Q2 25 | 1.3% | -591.5% | ||
| Q1 25 | 3.6% | -546.4% | ||
| Q4 24 | -43.4% | -1074.0% | ||
| Q3 24 | — | -665.4% | ||
| Q2 24 | -24.1% | -3715.6% | ||
| Q1 24 | -63.1% | -501.4% |
每股收益（稀释后）LEDSVUZI
| Q4 25 | $-0.09 | $-0.12 | ||
| Q3 25 | $-0.15 | $-0.09 | ||
| Q2 25 | $0.03 | $-0.10 | ||
| Q1 25 | $0.05 | $-0.11 | ||
| Q4 24 | $-0.08 | $-0.16 | ||
| Q3 24 | — | $-0.14 | ||
| Q2 24 | $-0.04 | $-0.62 | ||
| Q1 24 | $-0.11 | $-0.16 |
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 | $21.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $24.7M |
| 总资产 | $14.2M | $40.1M |
| 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LEDSVUZI
| Q4 25 | $2.9M | $21.2M | ||
| Q3 25 | $2.6M | $22.6M | ||
| Q2 25 | $2.4M | $17.5M | ||
| Q1 25 | $2.4M | $15.2M | ||
| Q4 24 | $1.2M | $18.2M | ||
| Q3 24 | $1.7M | $14.3M | ||
| Q2 24 | $1.7M | $9.9M | ||
| Q1 24 | $1.6M | $16.5M |
总债务LEDSVUZI
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSVUZI
| Q4 25 | $2.1M | $24.7M | ||
| Q3 25 | $2.8M | $27.9M | ||
| Q2 25 | $4.0M | $28.9M | ||
| Q1 25 | $3.6M | $32.8M | ||
| Q4 24 | $1.6M | $37.3M | ||
| Q3 24 | $2.2M | $39.6M | ||
| Q2 24 | $2.7M | $35.4M | ||
| Q1 24 | $3.0M | $73.1M |
总资产LEDSVUZI
| Q4 25 | $14.2M | $40.1M | ||
| Q3 25 | $15.6M | $42.5M | ||
| Q2 25 | $23.2M | $36.9M | ||
| Q1 25 | $23.2M | $35.8M | ||
| Q4 24 | $10.4M | $39.4M | ||
| Q3 24 | $11.1M | $41.8M | ||
| Q2 24 | $11.5M | $38.2M | ||
| Q1 24 | $12.0M | $77.0M |
负债/权益比LEDSVUZI
| 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 | $-5.6M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-5.9M |
| 自由现金流率自由现金流/营收 | 12.9% | -263.5% |
| 资本支出强度资本支出/营收 | 1.2% | 15.8% |
| 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 | — | $-20.8M |
8季度趋势，按日历期对齐
经营现金流LEDSVUZI
| Q4 25 | $361.0K | $-5.6M | ||
| Q3 25 | — | $-5.0M | ||
| Q2 25 | $693.0K | $-4.8M | ||
| Q1 25 | $1.4M | $-3.5M | ||
| Q4 24 | $-158.0K | $-4.0M | ||
| Q3 24 | — | $-5.3M | ||
| Q2 24 | $109.0K | $-5.6M | ||
| Q1 24 | $-600.0K | $-8.8M |
自由现金流LEDSVUZI
| Q4 25 | $331.0K | $-5.9M | ||
| Q3 25 | — | $-5.3M | ||
| Q2 25 | $383.0K | $-5.5M | ||
| Q1 25 | $1.3M | $-4.1M | ||
| Q4 24 | $-276.0K | $-4.3M | ||
| Q3 24 | — | $-5.5M | ||
| Q2 24 | $98.0K | $-6.5M | ||
| Q1 24 | $-619.0K | $-8.9M |
自由现金流率LEDSVUZI
| Q4 25 | 12.9% | -263.5% | ||
| Q3 25 | — | -457.4% | ||
| Q2 25 | 2.2% | -425.6% | ||
| Q1 25 | 11.8% | -257.2% | ||
| Q4 24 | -21.9% | -334.4% | ||
| Q3 24 | — | -395.1% | ||
| Q2 24 | 7.4% | -591.4% | ||
| Q1 24 | -69.9% | -444.4% |
资本支出强度LEDSVUZI
| Q4 25 | 1.2% | 15.8% | ||
| Q3 25 | 0.2% | 27.4% | ||
| Q2 25 | 1.8% | 56.1% | ||
| Q1 25 | 1.1% | 38.8% | ||
| Q4 24 | 9.4% | 18.1% | ||
| Q3 24 | 9.3% | 14.4% | ||
| Q2 24 | 0.8% | 75.8% | ||
| Q1 24 | 2.1% | 5.1% |
现金转化率LEDSVUZI
| 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
