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SemiLEDs Corp（LEDS）与22nd Century Group, Inc.（XXII）财务数据对比。点击上方公司名可切换其他公司
22nd Century Group, Inc.的季度营收约是SemiLEDs Corp的1.4倍（$3.5M vs $2.6M），SemiLEDs Corp净利率更高（-28.9% vs -79.4%，领先50.5%），SemiLEDs Corp同比增速更快（103.7% vs -12.0%），22nd Century Group, Inc.自由现金流更多（$2.7M vs $331.0K），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs -26.1%）
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。
22世纪传媒是一家总部位于芝加哥郊区的美国传媒公司，成立于2005年，巅峰时期曾发行14份社区周报，旗下刊物总订阅量约达16万份，是当地社区资讯传播的重要载体。
LEDS vs XXII — 直观对比
营收规模更大
XXII
是对方的1.4倍
$2.6M
营收增速更快
LEDS
高出115.7%
-12.0%
净利率更高
LEDS
高出50.5%
-79.4%
自由现金流更多
XXII
多$2.4M
$331.0K
两年增速更快
LEDS
近两年复合增速
-26.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $3.5M |
| 净利润 | $-742.0K | $-2.8M |
| 毛利率 | 0.7% | — |
| 营业利润率 | -39.4% | -79.2% |
| 净利率 | -28.9% | -79.4% |
| 营收同比 | 103.7% | -12.0% |
| 净利润同比 | -35.6% | 38.4% |
| 每股收益（稀释后） | $-0.09 | $-36.48 |
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LEDSXXII
| Q4 25 | $2.6M | $3.5M | ||
| Q3 25 | $13.2M | $4.0M | ||
| Q2 25 | $17.7M | $4.1M | ||
| Q1 25 | $10.9M | $6.0M | ||
| Q4 24 | $1.3M | $4.0M | ||
| Q3 24 | $1.3M | $5.9M | ||
| Q2 24 | $1.3M | $7.9M | ||
| Q1 24 | $886.0K | $6.5M |
净利润LEDSXXII
| Q4 25 | $-742.0K | $-2.8M | ||
| Q3 25 | $-1.2M | $5.5M | ||
| Q2 25 | $223.0K | $-3.4M | ||
| Q1 25 | $388.0K | $-4.3M | ||
| Q4 24 | $-547.0K | $-4.6M | ||
| Q3 24 | — | $-3.8M | ||
| Q2 24 | $-319.0K | $-1.1M | ||
| Q1 24 | $-559.0K | $-5.7M |
毛利率LEDSXXII
| Q4 25 | 0.7% | — | ||
| Q3 25 | 1.7% | 36.3% | ||
| Q2 25 | 5.3% | 29.9% | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 11.6% | 47.8% | ||
| Q2 24 | 41.0% | 51.3% | ||
| Q1 24 | 12.6% | — |
营业利润率LEDSXXII
| Q4 25 | -39.4% | -79.2% | ||
| Q3 25 | -9.0% | -80.1% | ||
| Q2 25 | -0.4% | -73.0% | ||
| Q1 25 | 1.0% | -43.1% | ||
| Q4 24 | -52.1% | -101.8% | ||
| Q3 24 | — | -56.8% | ||
| Q2 24 | -35.8% | -25.8% | ||
| Q1 24 | -93.9% | -68.5% |
净利率LEDSXXII
| Q4 25 | -28.9% | -79.4% | ||
| Q3 25 | -9.0% | 136.8% | ||
| Q2 25 | 1.3% | -83.4% | ||
| Q1 25 | 3.6% | -72.7% | ||
| Q4 24 | -43.4% | -113.3% | ||
| Q3 24 | — | -63.2% | ||
| Q2 24 | -24.1% | -14.0% | ||
| Q1 24 | -63.1% | -88.7% |
每股收益（稀释后）LEDSXXII
| Q4 25 | $-0.09 | $-36.48 | ||
| Q3 25 | $-0.15 | $-0.28 | ||
| Q2 25 | $0.03 | $-13.61 | ||
| Q1 25 | $0.05 | $-2.50 | ||
| Q4 24 | $-0.08 | $-42962.00 | ||
| Q3 24 | — | $-1760.26 | ||
| Q2 24 | $-0.04 | $-593.72 | ||
| Q1 24 | $-0.11 | $-395.07 |
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 | $7.1M |
| 总债务越低越好 | — | $708.0K |
| 股东权益账面价值 | $2.1M | $15.8M |
| 总资产 | $14.2M | $27.0M |
| 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LEDSXXII
| Q4 25 | $2.9M | $7.1M | ||
| Q3 25 | $2.6M | $4.8M | ||
| Q2 25 | $2.4M | $3.1M | ||
| Q1 25 | $2.4M | $1.1M | ||
| Q4 24 | $1.2M | $4.4M | ||
| Q3 24 | $1.7M | $5.3M | ||
| Q2 24 | $1.7M | $1.3M | ||
| Q1 24 | $1.6M | $1.5M |
总债务LEDSXXII
| Q4 25 | — | $708.0K | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | $3.2M | ||
| Q1 25 | — | $3.9M | ||
| Q4 24 | — | $6.7M | ||
| Q3 24 | $3.7M | $7.0M | ||
| Q2 24 | — | $7.5M | ||
| Q1 24 | — | $14.7M |
股东权益LEDSXXII
| Q4 25 | $2.1M | $15.8M | ||
| Q3 25 | $2.8M | $18.4M | ||
| Q2 25 | $4.0M | $5.6M | ||
| Q1 25 | $3.6M | $3.6M | ||
| Q4 24 | $1.6M | $4.0M | ||
| Q3 24 | $2.2M | $3.5M | ||
| Q2 24 | $2.7M | $-955.0K | ||
| Q1 24 | $3.0M | $-11.6M |
总资产LEDSXXII
| Q4 25 | $14.2M | $27.0M | ||
| Q3 25 | $15.6M | $32.4M | ||
| Q2 25 | $23.2M | $22.4M | ||
| Q1 25 | $23.2M | $21.5M | ||
| Q4 24 | $10.4M | $21.7M | ||
| Q3 24 | $11.1M | $26.2M | ||
| Q2 24 | $11.5M | $24.1M | ||
| Q1 24 | $12.0M | $24.6M |
负债/权益比LEDSXXII
| Q4 25 | — | 0.04× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 1.66× | ||
| Q3 24 | 1.69× | 2.02× | ||
| 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 | $2.7M |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $2.7M |
| 自由现金流率自由现金流/营收 | 12.9% | 77.3% |
| 资本支出强度资本支出/营收 | 1.2% | 0.5% |
| 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 | — | $-7.8M |
8季度趋势，按日历期对齐
经营现金流LEDSXXII
| Q4 25 | $361.0K | $2.7M | ||
| Q3 25 | — | $-4.0M | ||
| Q2 25 | $693.0K | $-3.5M | ||
| Q1 25 | $1.4M | $-3.0M | ||
| Q4 24 | $-158.0K | $-4.4M | ||
| Q3 24 | — | $-3.0M | ||
| Q2 24 | $109.0K | $-4.7M | ||
| Q1 24 | $-600.0K | $-2.3M |
自由现金流LEDSXXII
| Q4 25 | $331.0K | $2.7M | ||
| Q3 25 | — | $-4.0M | ||
| Q2 25 | $383.0K | $-3.5M | ||
| Q1 25 | $1.3M | $-3.0M | ||
| Q4 24 | $-276.0K | — | ||
| Q3 24 | — | $-3.0M | ||
| Q2 24 | $98.0K | $-4.8M | ||
| Q1 24 | $-619.0K | $-2.3M |
自由现金流率LEDSXXII
| Q4 25 | 12.9% | 77.3% | ||
| Q3 25 | — | -100.3% | ||
| Q2 25 | 2.2% | -85.9% | ||
| Q1 25 | 11.8% | -50.1% | ||
| Q4 24 | -21.9% | — | ||
| Q3 24 | — | -51.2% | ||
| Q2 24 | 7.4% | -60.1% | ||
| Q1 24 | -69.9% | -35.0% |
资本支出强度LEDSXXII
| Q4 25 | 1.2% | 0.5% | ||
| Q3 25 | 0.2% | 0.1% | ||
| Q2 25 | 1.8% | 0.7% | ||
| Q1 25 | 1.1% | 0.2% | ||
| Q4 24 | 9.4% | 0.0% | ||
| Q3 24 | 9.3% | 1.2% | ||
| Q2 24 | 0.8% | 0.8% | ||
| Q1 24 | 2.1% | 0.1% |
现金转化率LEDSXXII
| Q4 25 | — | — | ||
| Q3 25 | — | -0.73× | ||
| 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
