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SemiLEDs Corp（LEDS）与Expion360 Inc.（XPON）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Expion360 Inc.的1.2倍（$2.6M vs $2.2M），SemiLEDs Corp净利率更高（-28.9% vs -199.9%，领先171.0%），SemiLEDs Corp同比增速更快（103.7% vs 11.8%），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 51.1%）
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。
Expion360 Inc.是一家高性能磷酸铁锂电池解决方案及配套储能产品供应商，主要面向美国市场的休闲房车车主、船舶用户、离网生活爱好者及住宅用户，提供安全耐用、低碳环保的储能产品。
LEDS vs XPON — 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
LEDS
高出91.9%
11.8%
净利率更高
LEDS
高出171.0%
-199.9%
两年增速更快
LEDS
近两年复合增速
51.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $2.2M |
| 净利润 | $-742.0K | $-4.4M |
| 毛利率 | 0.7% | -14.8% |
| 营业利润率 | -39.4% | -234.4% |
| 净利率 | -28.9% | -199.9% |
| 营收同比 | 103.7% | 11.8% |
| 净利润同比 | -35.6% | -1663.2% |
| 每股收益（稀释后） | $-0.09 | $-0.45 |
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LEDSXPON
| Q4 25 | $2.6M | $2.2M | ||
| Q3 25 | $13.2M | $2.4M | ||
| Q2 25 | $17.7M | $3.0M | ||
| Q1 25 | $10.9M | $2.0M | ||
| Q4 24 | $1.3M | $2.0M | ||
| Q3 24 | $1.3M | $1.4M | ||
| Q2 24 | $1.3M | $1.3M | ||
| Q1 24 | $886.0K | $971.9K |
净利润LEDSXPON
| Q4 25 | $-742.0K | $-4.4M | ||
| Q3 25 | $-1.2M | $722.8K | ||
| Q2 25 | $223.0K | $-1.4M | ||
| Q1 25 | $388.0K | $-1.2M | ||
| Q4 24 | $-547.0K | $-251.6K | ||
| Q3 24 | — | $-8.8M | ||
| Q2 24 | $-319.0K | $-2.2M | ||
| Q1 24 | $-559.0K | $-2.2M |
毛利率LEDSXPON
| Q4 25 | 0.7% | -14.8% | ||
| Q3 25 | 1.7% | 22.7% | ||
| Q2 25 | 5.3% | 20.8% | ||
| Q1 25 | 9.2% | 24.5% | ||
| Q4 24 | 20.6% | 22.1% | ||
| Q3 24 | 11.6% | 12.1% | ||
| Q2 24 | 41.0% | 25.5% | ||
| Q1 24 | 12.6% | 22.9% |
营业利润率LEDSXPON
| Q4 25 | -39.4% | -234.4% | ||
| Q3 25 | -9.0% | -125.4% | ||
| Q2 25 | -0.4% | -45.2% | ||
| Q1 25 | 1.0% | -56.0% | ||
| Q4 24 | -52.1% | -59.5% | ||
| Q3 24 | — | -138.7% | ||
| Q2 24 | -35.8% | -131.4% | ||
| Q1 24 | -93.9% | -202.4% |
净利率LEDSXPON
| Q4 25 | -28.9% | -199.9% | ||
| Q3 25 | -9.0% | 30.2% | ||
| Q2 25 | 1.3% | -45.8% | ||
| Q1 25 | 3.6% | -56.2% | ||
| Q4 24 | -43.4% | -12.7% | ||
| Q3 24 | — | -634.4% | ||
| Q2 24 | -24.1% | -173.7% | ||
| Q1 24 | -63.1% | -225.6% |
每股收益（稀释后）LEDSXPON
| Q4 25 | $-0.09 | $-0.45 | ||
| Q3 25 | $-0.15 | $0.10 | ||
| Q2 25 | $0.03 | $-0.41 | ||
| Q1 25 | $0.05 | $-0.37 | ||
| Q4 24 | $-0.08 | $65.02 | ||
| Q3 24 | — | $-24.55 | ||
| Q2 24 | $-0.04 | $-30.20 | ||
| Q1 24 | $-0.11 | $-31.30 |
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 | $3.0M |
| 总债务越低越好 | — | $197.2K |
| 股东权益账面价值 | $2.1M | $6.5M |
| 总资产 | $14.2M | $8.1M |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资LEDSXPON
| Q4 25 | $2.9M | $3.0M | ||
| Q3 25 | $2.6M | $4.3M | ||
| Q2 25 | $2.4M | $684.9K | ||
| Q1 25 | $2.4M | $1.1M | ||
| Q4 24 | $1.2M | $547.6K | ||
| Q3 24 | $1.7M | $3.3M | ||
| Q2 24 | $1.7M | $902.3K | ||
| Q1 24 | $1.6M | $2.3M |
总债务LEDSXPON
| Q4 25 | — | $197.2K | ||
| Q3 25 | $1.7M | $205.6K | ||
| Q2 25 | — | $213.6K | ||
| Q1 25 | — | $221.8K | ||
| Q4 24 | — | $230.2K | ||
| Q3 24 | $3.7M | $239.9K | ||
| Q2 24 | — | $247.7K | ||
| Q1 24 | — | $255.4K |
股东权益LEDSXPON
| Q4 25 | $2.1M | $6.5M | ||
| Q3 25 | $2.8M | $9.0M | ||
| Q2 25 | $4.0M | $2.1M | ||
| Q1 25 | $3.6M | $3.2M | ||
| Q4 24 | $1.6M | $2.5M | ||
| Q3 24 | $2.2M | $2.5M | ||
| Q2 24 | $2.7M | $2.5M | ||
| Q1 24 | $3.0M | $3.7M |
总资产LEDSXPON
| Q4 25 | $14.2M | $8.1M | ||
| Q3 25 | $15.6M | $10.7M | ||
| Q2 25 | $23.2M | $8.6M | ||
| Q1 25 | $23.2M | $9.2M | ||
| Q4 24 | $10.4M | $9.1M | ||
| Q3 24 | $11.1M | $10.1M | ||
| Q2 24 | $11.5M | $8.8M | ||
| Q1 24 | $12.0M | $10.0M |
负债/权益比LEDSXPON
| Q4 25 | — | 0.03× | ||
| Q3 25 | 0.61× | 0.02× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | 1.69× | 0.09× | ||
| Q2 24 | — | 0.10× | ||
| Q1 24 | — | 0.07× |
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 | $-2.4M |
| 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LEDSXPON
| Q4 25 | $361.0K | $-2.4M | ||
| Q3 25 | — | $-2.1M | ||
| Q2 25 | $693.0K | $-401.0K | ||
| Q1 25 | $1.4M | $-1.2M | ||
| Q4 24 | $-158.0K | $-2.9M | ||
| Q3 24 | — | $-3.2M | ||
| Q2 24 | $109.0K | $-1.7M | ||
| Q1 24 | $-600.0K | $-1.7M |
自由现金流LEDSXPON
| 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 | $-1.7M |
自由现金流率LEDSXPON
| 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% | -173.1% |
资本支出强度LEDSXPON
| Q4 25 | 1.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.1% | 1.1% |
现金转化率LEDSXPON
| Q4 25 | — | — | ||
| Q3 25 | — | -2.90× | ||
| 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
