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莱夫 Nation 娱乐（LIVE）与莱迪思半导体（LSCC）财务数据对比。点击上方公司名可切换其他公司
莱迪思半导体的季度营收约是莱夫 Nation 娱乐的1.3倍（$145.8M vs $108.5M），莱夫 Nation 娱乐净利率更高（-0.1% vs -5.2%，领先5.2%），莱迪思半导体同比增速更快（24.2% vs -2.7%），莱迪思半导体自由现金流更多（$44.0M vs $8.5M），过去两年莱迪思半导体的营收复合增速更高（1.8% vs -4.3%）
Live Nation Entertainment是一家美国跨国娱乐企业，2010年由Live Nation与Ticketmaster合并而成。目前两大品牌均作为子品牌运营，在全球范围内推广现场娱乐活动并提供票务销售服务，同时还自营多处娱乐场馆，并为音乐人提供艺人经纪服务。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
LIVE vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.3倍
$108.5M
营收增速更快
LSCC
高出26.8%
-2.7%
净利率更高
LIVE
高出5.2%
-5.2%
自由现金流更多
LSCC
多$35.5M
$8.5M
两年增速更快
LSCC
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $145.8M |
| 净利润 | $-64.0K | $-7.6M |
| 毛利率 | 32.6% | 68.5% |
| 营业利润率 | 3.2% | 0.7% |
| 净利率 | -0.1% | -5.2% |
| 营收同比 | -2.7% | 24.2% |
| 净利润同比 | -113.0% | -146.3% |
| 每股收益（稀释后） | $-0.02 | $-0.06 |
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LIVELSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $108.5M | — | ||
| Q3 25 | $113.9M | $133.3M | ||
| Q2 25 | $112.5M | $124.0M | ||
| Q1 25 | $107.0M | $120.2M | ||
| Q4 24 | $111.5M | $117.4M | ||
| Q3 24 | $112.7M | $127.1M | ||
| Q2 24 | $123.9M | $124.1M |
净利润LIVELSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $-64.0K | — | ||
| Q3 25 | $997.0K | $2.8M | ||
| Q2 25 | $5.4M | $2.9M | ||
| Q1 25 | $15.9M | $5.0M | ||
| Q4 24 | $492.0K | $16.5M | ||
| Q3 24 | $-19.9M | $7.2M | ||
| Q2 24 | $-2.9M | $22.6M |
毛利率LIVELSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 32.6% | — | ||
| Q3 25 | 32.4% | 67.9% | ||
| Q2 25 | 34.0% | 68.4% | ||
| Q1 25 | 32.8% | 68.0% | ||
| Q4 24 | 31.7% | 61.1% | ||
| Q3 24 | 31.9% | 69.0% | ||
| Q2 24 | 29.9% | 68.3% |
营业利润率LIVELSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 3.3% | -1.2% | ||
| Q2 25 | 7.1% | 3.8% | ||
| Q1 25 | 2.0% | 5.8% | ||
| Q4 24 | 0.7% | -10.4% | ||
| Q3 24 | -15.5% | 5.9% | ||
| Q2 24 | 0.9% | 18.2% |
净利率LIVELSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | -0.1% | — | ||
| Q3 25 | 0.9% | 2.1% | ||
| Q2 25 | 4.8% | 2.3% | ||
| Q1 25 | 14.8% | 4.2% | ||
| Q4 24 | 0.4% | 14.1% | ||
| Q3 24 | -17.6% | 5.7% | ||
| Q2 24 | -2.3% | 18.2% |
每股收益（稀释后）LIVELSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $-1.52 | $0.02 | ||
| Q2 25 | $1.24 | $0.02 | ||
| Q1 25 | $5.05 | $0.04 | ||
| Q4 24 | $0.16 | $0.12 | ||
| Q3 24 | $-6.31 | $0.05 | ||
| Q2 24 | $-0.91 | $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 | — | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $95.3M | $714.1M |
| 总资产 | $389.2M | $883.1M |
| 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LIVELSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $117.9M | ||
| Q2 25 | — | $107.2M | ||
| Q1 25 | — | $127.6M | ||
| Q4 24 | — | $136.3M | ||
| Q3 24 | — | $124.3M | ||
| Q2 24 | — | $109.2M |
股东权益LIVELSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $95.3M | — | ||
| Q3 25 | $95.3M | $706.4M | ||
| Q2 25 | $94.3M | $687.0M | ||
| Q1 25 | $88.9M | $707.9M | ||
| Q4 24 | $73.3M | $710.9M | ||
| Q3 24 | $72.9M | $703.5M | ||
| Q2 24 | $92.7M | $698.8M |
总资产LIVELSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $389.2M | — | ||
| Q3 25 | $386.4M | $844.4M | ||
| Q2 25 | $387.5M | $808.6M | ||
| Q1 25 | $393.6M | $823.6M | ||
| Q4 24 | $395.5M | $843.9M | ||
| Q3 24 | $407.5M | $853.7M | ||
| Q2 24 | $436.8M | $827.5M |
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 | $9.8M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $8.5M | $44.0M |
| 自由现金流率自由现金流/营收 | 7.8% | 30.2% |
| 资本支出强度资本支出/营收 | 1.2% | 9.3% |
| 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 | $21.9M | $132.6M |
8季度趋势，按日历期对齐
经营现金流LIVELSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $9.8M | — | ||
| Q3 25 | $6.8M | $47.1M | ||
| Q2 25 | $12.3M | $38.5M | ||
| Q1 25 | $231.0K | $31.9M | ||
| Q4 24 | $9.4M | $45.4M | ||
| Q3 24 | $6.7M | $44.0M | ||
| Q2 24 | $11.7M | $21.9M |
自由现金流LIVELSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $8.5M | — | ||
| Q3 25 | $4.8M | $34.0M | ||
| Q2 25 | $10.8M | $31.3M | ||
| Q1 25 | $-2.3M | $23.3M | ||
| Q4 24 | $7.6M | $39.7M | ||
| Q3 24 | $3.3M | $39.4M | ||
| Q2 24 | $10.1M | $14.8M |
自由现金流率LIVELSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 4.2% | 25.5% | ||
| Q2 25 | 9.6% | 25.2% | ||
| Q1 25 | -2.1% | 19.4% | ||
| Q4 24 | 6.8% | 33.8% | ||
| Q3 24 | 2.9% | 31.0% | ||
| Q2 24 | 8.2% | 11.9% |
资本支出强度LIVELSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.7% | 9.8% | ||
| Q2 25 | 1.3% | 5.8% | ||
| Q1 25 | 2.3% | 7.2% | ||
| Q4 24 | 1.6% | 4.9% | ||
| Q3 24 | 3.1% | 3.7% | ||
| Q2 24 | 1.3% | 5.8% |
现金转化率LIVELSCC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 6.78× | 16.86× | ||
| Q2 25 | 2.28× | 13.23× | ||
| Q1 25 | 0.01× | 6.35× | ||
| Q4 24 | 19.11× | 2.75× | ||
| Q3 24 | — | 6.12× | ||
| Q2 24 | — | 0.97× |
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
LIVE
| Steel Manufacturing Segment | $31.9M | 29% |
| Flooring Manufacturing Segment | $28.9M | 27% |
| Retail Flooring Segment | $25.3M | 23% |
| Retail Entertainment Segment | $23.6M | 22% |
LSCC
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
