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莱迪思半导体（LSCC）与MACERICH CO（MAC）财务数据对比。点击上方公司名可切换其他公司
MACERICH CO的季度营收约是莱迪思半导体的1.8倍（$261.7M vs $145.8M），莱迪思半导体净利率更高（-5.2% vs -7.2%，领先1.9%），莱迪思半导体同比增速更快（9.3% vs -4.4%），过去两年MACERICH CO的营收复合增速更高（12.0% vs 8.4%）
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。
Macerich是一家专注于购物中心投资的房地产投资信托基金，为美国第三大购物中心持有及运营商。截至2024年12月31日，公司共持有43处物业的权益，可租赁总面积达4300万平方英尺，公司名称由创始人Mace Siegel与Richard Cohen的名字组合而来。
LSCC vs MAC — 直观对比
营收规模更大
MAC
是对方的1.8倍
$145.8M
营收增速更快
LSCC
高出13.7%
-4.4%
净利率更高
LSCC
高出1.9%
-7.2%
两年增速更快
MAC
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $261.7M |
| 净利润 | $-7.6M | $-18.8M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | — |
| 净利率 | -5.2% | -7.2% |
| 营收同比 | 9.3% | -4.4% |
| 净利润同比 | 14.6% | 91.1% |
| 每股收益（稀释后） | $-0.06 | $-0.08 |
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LSCCMAC
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $261.7M | ||
| Q3 25 | $133.3M | $253.3M | ||
| Q2 25 | $124.0M | $249.8M | ||
| Q1 25 | $120.2M | $249.2M | ||
| Q4 24 | $117.4M | $273.7M | ||
| Q3 24 | $127.1M | $220.2M | ||
| Q2 24 | $124.1M | $215.5M |
净利润LSCCMAC
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $-18.8M | ||
| Q3 25 | $2.8M | $-87.4M | ||
| Q2 25 | $2.9M | $-40.9M | ||
| Q1 25 | $5.0M | $-50.1M | ||
| Q4 24 | $16.5M | $-211.2M | ||
| Q3 24 | $7.2M | $-108.2M | ||
| Q2 24 | $22.6M | $252.0M |
毛利率LSCCMAC
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 67.9% | — | ||
| Q2 25 | 68.4% | — | ||
| Q1 25 | 68.0% | — | ||
| Q4 24 | 61.1% | — | ||
| Q3 24 | 69.0% | — | ||
| Q2 24 | 68.3% | — |
营业利润率LSCCMAC
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -1.2% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | -10.4% | — | ||
| Q3 24 | 5.9% | — | ||
| Q2 24 | 18.2% | — |
净利率LSCCMAC
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | -7.2% | ||
| Q3 25 | 2.1% | -34.5% | ||
| Q2 25 | 2.3% | -16.4% | ||
| Q1 25 | 4.2% | -20.1% | ||
| Q4 24 | 14.1% | -77.2% | ||
| Q3 24 | 5.7% | -49.1% | ||
| Q2 24 | 18.2% | 116.9% |
每股收益（稀释后）LSCCMAC
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-0.08 | ||
| Q3 25 | $0.02 | $-0.34 | ||
| Q2 25 | $0.02 | $-0.16 | ||
| Q1 25 | $0.04 | $-0.20 | ||
| Q4 24 | $0.12 | $-0.95 | ||
| Q3 24 | $0.05 | $-0.50 | ||
| Q2 24 | $0.16 | $1.16 |
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 | $280.2M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $714.1M | $2.4B |
| 总资产 | — | $8.4B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资LSCCMAC
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $280.2M | ||
| Q3 25 | $117.9M | $290.2M | ||
| Q2 25 | $107.2M | $131.1M | ||
| Q1 25 | $127.6M | $253.2M | ||
| Q4 24 | $136.3M | $89.9M | ||
| Q3 24 | $124.3M | $116.5M | ||
| Q2 24 | $109.2M | $70.7M |
总债务LSCCMAC
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $5.2B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B |
股东权益LSCCMAC
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | $706.4M | $2.5B | ||
| Q2 25 | $687.0M | $2.6B | ||
| Q1 25 | $707.9M | $2.7B | ||
| Q4 24 | $710.9M | $2.8B | ||
| Q3 24 | $703.5M | $2.5B | ||
| Q2 24 | $698.8M | $2.5B |
总资产LSCCMAC
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $844.4M | $8.4B | ||
| Q2 25 | $808.6M | $8.7B | ||
| Q1 25 | $823.6M | $8.7B | ||
| Q4 24 | $843.9M | $8.6B | ||
| Q3 24 | $853.7M | $7.6B | ||
| Q2 24 | $827.5M | $7.8B |
负债/权益比LSCCMAC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.02× | ||
| Q2 25 | — | 2.02× | ||
| Q1 25 | — | 1.96× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.73× | ||
| Q2 24 | — | 1.75× |
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 | $50.2M |
| 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 | — | — |
| 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 | $153.3M | — |
8季度趋势，按日历期对齐
经营现金流LSCCMAC
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $50.2M | ||
| Q3 25 | $47.1M | $112.4M | ||
| Q2 25 | $38.5M | $70.5M | ||
| Q1 25 | $31.9M | $88.5M | ||
| Q4 24 | $45.4M | $54.9M | ||
| Q3 24 | $44.0M | $100.0M | ||
| Q2 24 | $21.9M | $67.4M |
自由现金流LSCCMAC
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $34.0M | — | ||
| Q2 25 | $31.3M | — | ||
| Q1 25 | $23.3M | — | ||
| Q4 24 | $39.7M | — | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $14.8M | — |
自由现金流率LSCCMAC
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 25.5% | — | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 19.4% | — | ||
| Q4 24 | 33.8% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 11.9% | — |
资本支出强度LSCCMAC
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 5.8% | — |
现金转化率LSCCMAC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | — | ||
| Q2 24 | 0.97× | 0.27× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
