vs
Limbach Holdings, Inc.（LMB）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Limbach Holdings, Inc.的1.0倍（$145.8M vs $138.9M），Limbach Holdings, Inc.净利率更高（3.2% vs -5.2%，领先8.4%），莱迪思半导体同比增速更快（24.2% vs 4.3%），过去两年Limbach Holdings, Inc.的营收复合增速更高（6.6% vs 1.8%）
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
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。
LMB vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.0倍
$138.9M
营收增速更快
LSCC
高出19.8%
4.3%
净利率更高
LMB
高出8.4%
-5.2%
两年增速更快
LMB
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $138.9M | $145.8M |
| 净利润 | $4.4M | $-7.6M |
| 毛利率 | 22.4% | 68.5% |
| 营业利润率 | 0.8% | 0.7% |
| 净利率 | 3.2% | -5.2% |
| 营收同比 | 4.3% | 24.2% |
| 净利润同比 | — | -146.3% |
| 每股收益（稀释后） | $0.36 | $-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LMBLSCC
| Q1 26 | $138.9M | $145.8M | ||
| Q4 25 | $186.9M | — | ||
| Q3 25 | $184.6M | $133.3M | ||
| Q2 25 | $142.2M | $124.0M | ||
| Q1 25 | $133.1M | $120.2M | ||
| Q4 24 | $143.7M | $117.4M | ||
| Q3 24 | $133.9M | $127.1M | ||
| Q2 24 | $122.2M | $124.1M |
净利润LMBLSCC
| Q1 26 | $4.4M | $-7.6M | ||
| Q4 25 | $12.3M | — | ||
| Q3 25 | $8.8M | $2.8M | ||
| Q2 25 | $7.8M | $2.9M | ||
| Q1 25 | $10.2M | $5.0M | ||
| Q4 24 | $9.8M | $16.5M | ||
| Q3 24 | $7.5M | $7.2M | ||
| Q2 24 | $6.0M | $22.6M |
毛利率LMBLSCC
| Q1 26 | 22.4% | 68.5% | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 24.2% | 67.9% | ||
| Q2 25 | 28.0% | 68.4% | ||
| Q1 25 | 27.6% | 68.0% | ||
| Q4 24 | 30.3% | 61.1% | ||
| Q3 24 | 27.0% | 69.0% | ||
| Q2 24 | 27.4% | 68.3% |
营业利润率LMBLSCC
| Q1 26 | 0.8% | 0.7% | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 7.2% | -1.2% | ||
| Q2 25 | 7.5% | 3.8% | ||
| Q1 25 | 5.9% | 5.8% | ||
| Q4 24 | 9.1% | -10.4% | ||
| Q3 24 | 8.1% | 5.9% | ||
| Q2 24 | 6.7% | 18.2% |
净利率LMBLSCC
| Q1 26 | 3.2% | -5.2% | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 4.8% | 2.1% | ||
| Q2 25 | 5.5% | 2.3% | ||
| Q1 25 | 7.7% | 4.2% | ||
| Q4 24 | 6.9% | 14.1% | ||
| Q3 24 | 5.6% | 5.7% | ||
| Q2 24 | 4.9% | 18.2% |
每股收益（稀释后）LMBLSCC
| Q1 26 | $0.36 | $-0.06 | ||
| Q4 25 | $1.01 | — | ||
| Q3 25 | $0.73 | $0.02 | ||
| Q2 25 | $0.64 | $0.02 | ||
| Q1 25 | $0.85 | $0.04 | ||
| Q4 24 | $0.81 | $0.12 | ||
| Q3 24 | $0.62 | $0.05 | ||
| Q2 24 | $0.50 | $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 | $15.8M | $133.9M |
| 总债务越低越好 | $56.6M | — |
| 股东权益账面价值 | $196.3M | $714.1M |
| 总资产 | $377.0M | $883.1M |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资LMBLSCC
| Q1 26 | $15.8M | $133.9M | ||
| Q4 25 | $11.3M | — | ||
| Q3 25 | $9.8M | $117.9M | ||
| Q2 25 | $38.9M | $107.2M | ||
| Q1 25 | $38.1M | $127.6M | ||
| Q4 24 | $44.9M | $136.3M | ||
| Q3 24 | $51.2M | $124.3M | ||
| Q2 24 | $59.5M | $109.2M |
总债务LMBLSCC
| Q1 26 | $56.6M | — | ||
| Q4 25 | $30.5M | — | ||
| Q3 25 | $56.3M | — | ||
| Q2 25 | $28.4M | — | ||
| Q1 25 | $23.7M | — | ||
| Q4 24 | $23.6M | — | ||
| Q3 24 | $20.5M | — | ||
| Q2 24 | $19.7M | — |
股东权益LMBLSCC
| Q1 26 | $196.3M | $714.1M | ||
| Q4 25 | $195.7M | — | ||
| Q3 25 | $181.6M | $706.4M | ||
| Q2 25 | $170.5M | $687.0M | ||
| Q1 25 | $161.1M | $707.9M | ||
| Q4 24 | $153.5M | $710.9M | ||
| Q3 24 | $142.2M | $703.5M | ||
| Q2 24 | $133.0M | $698.8M |
总资产LMBLSCC
| Q1 26 | $377.0M | $883.1M | ||
| Q4 25 | $381.1M | — | ||
| Q3 25 | $409.1M | $844.4M | ||
| Q2 25 | $343.0M | $808.6M | ||
| Q1 25 | $336.4M | $823.6M | ||
| Q4 24 | $352.1M | $843.9M | ||
| Q3 24 | $324.4M | $853.7M | ||
| Q2 24 | $303.9M | $827.5M |
负债/权益比LMBLSCC
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — |
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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $44.0M |
| 自由现金流率自由现金流/营收 | — | 30.2% |
| 资本支出强度资本支出/营收 | — | 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 | — | $132.6M |
8季度趋势，按日历期对齐
经营现金流LMBLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $28.1M | — | ||
| Q3 25 | $13.3M | $47.1M | ||
| Q2 25 | $2.0M | $38.5M | ||
| Q1 25 | $2.2M | $31.9M | ||
| Q4 24 | $19.3M | $45.4M | ||
| Q3 24 | $4.9M | $44.0M | ||
| Q2 24 | $16.5M | $21.9M |
自由现金流LMBLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $27.9M | — | ||
| Q3 25 | $12.8M | $34.0M | ||
| Q2 25 | $1.2M | $31.3M | ||
| Q1 25 | $11.0K | $23.3M | ||
| Q4 24 | $18.0M | $39.7M | ||
| Q3 24 | $4.6M | $39.4M | ||
| Q2 24 | $13.2M | $14.8M |
自由现金流率LMBLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 7.0% | 25.5% | ||
| Q2 25 | 0.8% | 25.2% | ||
| Q1 25 | 0.0% | 19.4% | ||
| Q4 24 | 12.5% | 33.8% | ||
| Q3 24 | 3.4% | 31.0% | ||
| Q2 24 | 10.8% | 11.9% |
资本支出强度LMBLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.3% | 9.8% | ||
| Q2 25 | 0.6% | 5.8% | ||
| Q1 25 | 1.7% | 7.2% | ||
| Q4 24 | 0.9% | 4.9% | ||
| Q3 24 | 0.3% | 3.7% | ||
| Q2 24 | 2.7% | 5.8% |
现金转化率LMBLSCC
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | — | ||
| Q3 25 | 1.52× | 16.86× | ||
| Q2 25 | 0.26× | 13.23× | ||
| Q1 25 | 0.22× | 6.35× | ||
| Q4 24 | 1.96× | 2.75× | ||
| Q3 24 | 0.66× | 6.12× | ||
| Q2 24 | 2.77× | 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
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
LSCC
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
