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SemiLEDs Corp（LEDS）与达美航空（XAIR）财务数据对比。点击上方公司名可切换其他公司
SemiLEDs Corp的季度营收约是达美航空的1.2倍（$2.6M vs $2.2M），SemiLEDs Corp净利率更高（-28.9% vs -334.4%，领先305.5%），达美航空同比增速更快（104.7% vs 103.7%），SemiLEDs Corp自由现金流更多（$331.0K vs $-4.3M），过去两年达美航空的营收复合增速更高（116.1% 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。
达美航空是美国头部航空公司，总部位于佐治亚州亚特兰大，共运营九个枢纽机场，其中哈茨菲尔德-杰克逊亚特兰大国际机场是客流量和航班量最大的核心枢纽。达美依托达美连接品牌旗下的地区子公司及合作承包商，每日执飞超5400架次航班，覆盖六大洲52个国家共325个目的地。
LEDS vs XAIR — 直观对比
营收规模更大
LEDS
是对方的1.2倍
$2.2M
营收增速更快
XAIR
高出0.9%
103.7%
净利率更高
LEDS
高出305.5%
-334.4%
自由现金流更多
LEDS
多$4.6M
$-4.3M
两年增速更快
XAIR
近两年复合增速
70.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.2M |
| 净利润 | $-742.0K | $-7.3M |
| 毛利率 | 0.7% | 13.7% |
| 营业利润率 | -39.4% | -300.6% |
| 净利率 | -28.9% | -334.4% |
| 营收同比 | 103.7% | 104.7% |
| 净利润同比 | -35.6% | 43.7% |
| 每股收益（稀释后） | $-0.09 | $-0.85 |
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LEDSXAIR
| Q4 25 | $2.6M | $2.2M | ||
| Q3 25 | $13.2M | $1.8M | ||
| Q2 25 | $17.7M | $1.8M | ||
| Q1 25 | $10.9M | $1.2M | ||
| Q4 24 | $1.3M | $1.1M | ||
| Q3 24 | $1.3M | $798.0K | ||
| Q2 24 | $1.3M | $683.0K | ||
| Q1 24 | $886.0K | $470.0K |
净利润LEDSXAIR
| Q4 25 | $-742.0K | $-7.3M | ||
| Q3 25 | $-1.2M | $-7.9M | ||
| Q2 25 | $223.0K | $-7.7M | ||
| Q1 25 | $388.0K | $-8.0M | ||
| Q4 24 | $-547.0K | $-13.0M | ||
| Q3 24 | — | $-13.4M | ||
| Q2 24 | $-319.0K | $-12.2M | ||
| Q1 24 | $-559.0K | $-13.7M |
毛利率LEDSXAIR
| Q4 25 | 0.7% | 13.7% | ||
| Q3 25 | 1.7% | -16.4% | ||
| Q2 25 | 5.3% | 8.9% | ||
| Q1 25 | 9.2% | -2.8% | ||
| Q4 24 | 20.6% | -20.1% | ||
| Q3 24 | 11.6% | -135.8% | ||
| Q2 24 | 41.0% | -48.6% | ||
| Q1 24 | 12.6% | -109.4% |
营业利润率LEDSXAIR
| Q4 25 | -39.4% | -300.6% | ||
| Q3 25 | -9.0% | -421.4% | ||
| Q2 25 | -0.4% | -432.8% | ||
| Q1 25 | 1.0% | -622.6% | ||
| Q4 24 | -52.1% | -1021.6% | ||
| Q3 24 | — | -1608.1% | ||
| Q2 24 | -35.8% | -1988.3% | ||
| Q1 24 | -93.9% | -2687.9% |
净利率LEDSXAIR
| Q4 25 | -28.9% | -334.4% | ||
| Q3 25 | -9.0% | -436.7% | ||
| Q2 25 | 1.3% | -437.0% | ||
| Q1 25 | 3.6% | -697.4% | ||
| Q4 24 | -43.4% | -1215.7% | ||
| Q3 24 | — | -1673.9% | ||
| Q2 24 | -24.1% | -1786.4% | ||
| Q1 24 | -63.1% | -2916.4% |
每股收益（稀释后）LEDSXAIR
| Q4 25 | $-0.09 | $-0.85 | ||
| Q3 25 | $-0.15 | $-1.25 | ||
| Q2 25 | $0.03 | $-1.53 | ||
| Q1 25 | $0.05 | $13.26 | ||
| Q4 24 | $-0.08 | $-2.96 | ||
| Q3 24 | — | $-5.67 | ||
| Q2 24 | $-0.04 | $-5.32 | ||
| Q1 24 | $-0.11 | $-0.36 |
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 | $11.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $8.1M |
| 总资产 | $14.2M | $36.8M |
| 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LEDSXAIR
| Q4 25 | $2.9M | $11.7M | ||
| Q3 25 | $2.6M | $10.7M | ||
| Q2 25 | $2.4M | $6.5M | ||
| Q1 25 | $2.4M | $6.9M | ||
| Q4 24 | $1.2M | $10.9M | ||
| Q3 24 | $1.7M | $28.4M | ||
| Q2 24 | $1.7M | $21.4M | ||
| Q1 24 | $1.6M | $34.5M |
总债务LEDSXAIR
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $11.8M | ||
| Q3 24 | $3.7M | $12.5M | ||
| Q2 24 | — | $17.5M | ||
| Q1 24 | — | $17.5M |
股东权益LEDSXAIR
| Q4 25 | $2.1M | $8.1M | ||
| Q3 25 | $2.8M | $12.7M | ||
| Q2 25 | $4.0M | $9.9M | ||
| Q1 25 | $3.6M | $13.6M | ||
| Q4 24 | $1.6M | $17.6M | ||
| Q3 24 | $2.2M | $28.1M | ||
| Q2 24 | $2.7M | $16.1M | ||
| Q1 24 | $3.0M | $25.0M |
总资产LEDSXAIR
| Q4 25 | $14.2M | $36.8M | ||
| Q3 25 | $15.6M | $31.0M | ||
| Q2 25 | $23.2M | $28.1M | ||
| Q1 25 | $23.2M | $30.1M | ||
| Q4 24 | $10.4M | $34.1M | ||
| Q3 24 | $11.1M | $53.0M | ||
| Q2 24 | $11.5M | $46.5M | ||
| Q1 24 | $12.0M | $57.0M |
负债/权益比LEDSXAIR
| Q4 25 | — | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | 1.69× | 0.44× | ||
| Q2 24 | — | 1.08× | ||
| Q1 24 | — | 0.70× |
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 | $-4.2M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-4.3M |
| 自由现金流率自由现金流/营收 | 12.9% | -193.8% |
| 资本支出强度资本支出/营收 | 1.2% | 1.5% |
| 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 | — | $-22.1M |
8季度趋势，按日历期对齐
经营现金流LEDSXAIR
| Q4 25 | $361.0K | $-4.2M | ||
| Q3 25 | — | $-4.5M | ||
| Q2 25 | $693.0K | $-4.5M | ||
| Q1 25 | $1.4M | $-7.0M | ||
| Q4 24 | $-158.0K | $-7.7M | ||
| Q3 24 | — | $-13.3M | ||
| Q2 24 | $109.0K | $-10.2M | ||
| Q1 24 | $-600.0K | $-10.7M |
自由现金流LEDSXAIR
| Q4 25 | $331.0K | $-4.3M | ||
| Q3 25 | — | $-4.7M | ||
| Q2 25 | $383.0K | $-4.7M | ||
| Q1 25 | $1.3M | $-8.5M | ||
| Q4 24 | $-276.0K | $-8.3M | ||
| Q3 24 | — | $-14.5M | ||
| Q2 24 | $98.0K | $-12.9M | ||
| Q1 24 | $-619.0K | $-12.7M |
自由现金流率LEDSXAIR
| Q4 25 | 12.9% | -193.8% | ||
| Q3 25 | — | -258.5% | ||
| Q2 25 | 2.2% | -268.4% | ||
| Q1 25 | 11.8% | -733.9% | ||
| Q4 24 | -21.9% | -771.5% | ||
| Q3 24 | — | -1819.9% | ||
| Q2 24 | 7.4% | -1881.8% | ||
| Q1 24 | -69.9% | -2692.8% |
资本支出强度LEDSXAIR
| Q4 25 | 1.2% | 1.5% | ||
| Q3 25 | 0.2% | 13.5% | ||
| Q2 25 | 1.8% | 11.3% | ||
| Q1 25 | 1.1% | 130.0% | ||
| Q4 24 | 9.4% | 50.1% | ||
| Q3 24 | 9.3% | 147.2% | ||
| Q2 24 | 0.8% | 391.4% | ||
| Q1 24 | 2.1% | 410.9% |
现金转化率LEDSXAIR
| 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
