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SemiLEDs Corp（LEDS）与cbdMD, Inc.（YCBD）财务数据对比。点击上方公司名可切换其他公司
cbdMD, Inc.的季度营收约是SemiLEDs Corp的2.0倍（$5.0M vs $2.6M），cbdMD, Inc.净利率更高（-5.6% vs -28.9%，领先23.2%），SemiLEDs Corp同比增速更快（103.7% vs -1.9%），SemiLEDs Corp自由现金流更多（$331.0K vs $-977.3K），过去两年SemiLEDs Corp的营收复合增速更高（70.3% vs 7.1%）
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。
cbdMD是一家总部位于美国的消费健康企业，生产销售大麻二酚（CBD）衍生健康产品，包括酊剂、外用护理品、软糖、宠物护理用品及洗浴用品等，产品经第三方质量检测，通过电商、线下零售及健康合作渠道在美国市场发售。
LEDS vs YCBD — 直观对比
营收规模更大
YCBD
是对方的2.0倍
$2.6M
营收增速更快
LEDS
高出105.6%
-1.9%
净利率更高
YCBD
高出23.2%
-28.9%
自由现金流更多
LEDS
多$1.3M
$-977.3K
两年增速更快
LEDS
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6M | $5.0M |
| 净利润 | $-742.0K | $-283.1K |
| 毛利率 | 0.7% | 59.8% |
| 营业利润率 | -39.4% | -5.7% |
| 净利率 | -28.9% | -5.6% |
| 营收同比 | 103.7% | -1.9% |
| 净利润同比 | -35.6% | -1975.7% |
| 每股收益（稀释后） | $-0.09 | — |
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LEDSYCBD
| Q4 25 | $2.6M | $5.0M | ||
| Q3 25 | $13.2M | $4.7M | ||
| Q2 25 | $17.7M | $4.6M | ||
| Q1 25 | $10.9M | $4.7M | ||
| Q4 24 | $1.3M | $5.1M | ||
| Q3 24 | $1.3M | $4.6M | ||
| Q2 24 | $1.3M | $5.2M | ||
| Q1 24 | $886.0K | $4.4M |
净利润LEDSYCBD
| Q4 25 | $-742.0K | $-283.1K | ||
| Q3 25 | $-1.2M | $-680.0K | ||
| Q2 25 | $223.0K | $-895.3K | ||
| Q1 25 | $388.0K | $-480.8K | ||
| Q4 24 | $-547.0K | $15.1K | ||
| Q3 24 | — | $-152.8K | ||
| Q2 24 | $-319.0K | $459.7K | ||
| Q1 24 | $-559.0K | $-3.0M |
毛利率LEDSYCBD
| Q4 25 | 0.7% | 59.8% | ||
| Q3 25 | 1.7% | 58.8% | ||
| Q2 25 | 5.3% | 61.5% | ||
| Q1 25 | 9.2% | 62.3% | ||
| Q4 24 | 20.6% | 66.5% | ||
| Q3 24 | 11.6% | 53.9% | ||
| Q2 24 | 41.0% | 65.8% | ||
| Q1 24 | 12.6% | 59.0% |
营业利润率LEDSYCBD
| Q4 25 | -39.4% | -5.7% | ||
| Q3 25 | -9.0% | -14.5% | ||
| Q2 25 | -0.4% | -19.6% | ||
| Q1 25 | 1.0% | -10.2% | ||
| Q4 24 | -52.1% | -1.7% | ||
| Q3 24 | — | -6.9% | ||
| Q2 24 | -35.8% | -7.4% | ||
| Q1 24 | -93.9% | -35.4% |
净利率LEDSYCBD
| Q4 25 | -28.9% | -5.6% | ||
| Q3 25 | -9.0% | -14.4% | ||
| Q2 25 | 1.3% | -19.4% | ||
| Q1 25 | 3.6% | -10.1% | ||
| Q4 24 | -43.4% | 0.3% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | -24.1% | 8.9% | ||
| Q1 24 | -63.1% | -68.8% |
每股收益（稀释后）LEDSYCBD
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $-0.15 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $-0.08 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $-0.04 | $-0.15 | ||
| Q1 24 | $-0.11 | $-1.35 |
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 | $3.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1M | $9.0M |
| 总资产 | $14.2M | $11.8M |
| 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LEDSYCBD
| Q4 25 | $2.9M | $3.4M | ||
| Q3 25 | $2.6M | $2.3M | ||
| Q2 25 | $2.4M | $1.1M | ||
| Q1 25 | $2.4M | $1.8M | ||
| Q4 24 | $1.2M | $2.0M | ||
| Q3 24 | $1.7M | $2.5M | ||
| Q2 24 | $1.7M | $2.4M | ||
| Q1 24 | $1.6M | $2.1M |
总债务LEDSYCBD
| Q4 25 | — | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $3.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEDSYCBD
| Q4 25 | $2.1M | $9.0M | ||
| Q3 25 | $2.8M | $7.2M | ||
| Q2 25 | $4.0M | $6.1M | ||
| Q1 25 | $3.6M | $665.8K | ||
| Q4 24 | $1.6M | $1.8M | ||
| Q3 24 | $2.2M | $2.0M | ||
| Q2 24 | $2.7M | $3.0M | ||
| Q1 24 | $3.0M | $3.1M |
总资产LEDSYCBD
| Q4 25 | $14.2M | $11.8M | ||
| Q3 25 | $15.6M | $10.4M | ||
| Q2 25 | $23.2M | $9.9M | ||
| Q1 25 | $23.2M | $10.9M | ||
| Q4 24 | $10.4M | $11.5M | ||
| Q3 24 | $11.1M | $10.6M | ||
| Q2 24 | $11.5M | $13.8M | ||
| Q1 24 | $12.0M | $14.6M |
负债/权益比LEDSYCBD
| 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 | $-812.5K |
| 自由现金流经营现金流 - 资本支出 | $331.0K | $-977.3K |
| 自由现金流率自由现金流/营收 | 12.9% | -19.5% |
| 资本支出强度资本支出/营收 | 1.2% | 3.3% |
| 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 | — | $-2.1M |
8季度趋势，按日历期对齐
经营现金流LEDSYCBD
| Q4 25 | $361.0K | $-812.5K | ||
| Q3 25 | — | $-240.7K | ||
| Q2 25 | $693.0K | $-704.2K | ||
| Q1 25 | $1.4M | $-189.5K | ||
| Q4 24 | $-158.0K | $-317.9K | ||
| Q3 24 | — | $167.4K | ||
| Q2 24 | $109.0K | $289.8K | ||
| Q1 24 | $-600.0K | $-704.1K |
自由现金流LEDSYCBD
| Q4 25 | $331.0K | $-977.3K | ||
| Q3 25 | — | $-243.6K | ||
| Q2 25 | $383.0K | $-705.7K | ||
| Q1 25 | $1.3M | $-205.0K | ||
| Q4 24 | $-276.0K | $-482.3K | ||
| Q3 24 | — | $157.4K | ||
| Q2 24 | $98.0K | — | ||
| Q1 24 | $-619.0K | $-708.7K |
自由现金流率LEDSYCBD
| Q4 25 | 12.9% | -19.5% | ||
| Q3 25 | — | -5.2% | ||
| Q2 25 | 2.2% | -15.3% | ||
| Q1 25 | 11.8% | -4.3% | ||
| Q4 24 | -21.9% | -9.4% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | 7.4% | — | ||
| Q1 24 | -69.9% | -16.2% |
资本支出强度LEDSYCBD
| Q4 25 | 1.2% | 3.3% | ||
| Q3 25 | 0.2% | 0.1% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 1.1% | 0.3% | ||
| Q4 24 | 9.4% | 3.2% | ||
| Q3 24 | 9.3% | 0.2% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 2.1% | 0.1% |
现金转化率LEDSYCBD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.11× | — | ||
| Q1 25 | 3.62× | — | ||
| Q4 24 | — | -21.06× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LEDS
暂无分部数据
YCBD
| Sales Channel Directly To Consumer | $3.6M | 72% |
| Sales Channel Through Intermediary | $1.4M | 28% |
