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莱迪思半导体（LSCC）与MasterCraft Boat Holdings, Inc.（MCFT）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MasterCraft Boat Holdings, Inc.的1.9倍（$145.8M vs $78.2M），MasterCraft Boat Holdings, Inc.净利率更高（4.8% vs -5.2%，领先10.0%），莱迪思半导体同比增速更快（24.2% vs 3.0%），莱迪思半导体自由现金流更多（$44.0M vs $7.6M），过去两年莱迪思半导体的营收复合增速更高（1.8% vs -8.9%）
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。
MasterCraft Boat Holdings是美国豪华高性能游艇制造商，1968年创立于田纳西州玛丽维尔，目前总部设于田纳西州沃诺尔。其生产的游艇主打滑水、尾波板、尾波冲浪等水上运动场景，在高端运动艇领域拥有较高知名度。
LSCC vs MCFT — 直观对比
营收规模更大
LSCC
是对方的1.9倍
$78.2M
营收增速更快
LSCC
高出21.2%
3.0%
净利率更高
MCFT
高出10.0%
-5.2%
自由现金流更多
LSCC
多$36.3M
$7.6M
两年增速更快
LSCC
近两年复合增速
-8.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $78.2M |
| 净利润 | $-7.6M | $3.7M |
| 毛利率 | 68.5% | 25.0% |
| 营业利润率 | 0.7% | 73.4% |
| 净利率 | -5.2% | 4.8% |
| 营收同比 | 24.2% | 3.0% |
| 净利润同比 | -146.3% | — |
| 每股收益（稀释后） | $-0.06 | $0.45 |
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LSCCMCFT
| Q1 26 | $145.8M | $78.2M | ||
| Q4 25 | — | $71.8M | ||
| Q3 25 | $133.3M | $69.0M | ||
| Q2 25 | $124.0M | $79.5M | ||
| Q1 25 | $120.2M | $76.0M | ||
| Q4 24 | $117.4M | $63.4M | ||
| Q3 24 | $127.1M | $65.4M | ||
| Q2 24 | $124.1M | $94.3M |
净利润LSCCMCFT
| Q1 26 | $-7.6M | $3.7M | ||
| Q4 25 | — | $2.5M | ||
| Q3 25 | $2.8M | $3.6M | ||
| Q2 25 | $2.9M | $5.7M | ||
| Q1 25 | $5.0M | $3.7M | ||
| Q4 24 | $16.5M | $2.7M | ||
| Q3 24 | $7.2M | $-5.1M | ||
| Q2 24 | $22.6M | $6.2M |
毛利率LSCCMCFT
| Q1 26 | 68.5% | 25.0% | ||
| Q4 25 | — | 21.6% | ||
| Q3 25 | 67.9% | 22.3% | ||
| Q2 25 | 68.4% | 23.2% | ||
| Q1 25 | 68.0% | 20.8% | ||
| Q4 24 | 61.1% | 17.2% | ||
| Q3 24 | 69.0% | 18.1% | ||
| Q2 24 | 68.3% | 23.8% |
营业利润率LSCCMCFT
| Q1 26 | 0.7% | 73.4% | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | -1.2% | 5.5% | ||
| Q2 25 | 3.8% | 7.5% | ||
| Q1 25 | 5.8% | 5.4% | ||
| Q4 24 | -10.4% | 0.3% | ||
| Q3 24 | 5.9% | 1.5% | ||
| Q2 24 | 18.2% | 11.2% |
净利率LSCCMCFT
| Q1 26 | -5.2% | 4.8% | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 2.1% | 5.3% | ||
| Q2 25 | 2.3% | 7.2% | ||
| Q1 25 | 4.2% | 4.9% | ||
| Q4 24 | 14.1% | 4.3% | ||
| Q3 24 | 5.7% | -7.9% | ||
| Q2 24 | 18.2% | 6.6% |
每股收益（稀释后）LSCCMCFT
| Q1 26 | $-0.06 | $0.45 | ||
| Q4 25 | — | $0.16 | ||
| Q3 25 | $0.02 | $0.22 | ||
| Q2 25 | $0.02 | $0.34 | ||
| Q1 25 | $0.04 | $0.23 | ||
| Q4 24 | $0.12 | $0.17 | ||
| Q3 24 | $0.05 | $-0.31 | ||
| Q2 24 | $0.16 | $0.38 |
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 | $84.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $189.3M |
| 总资产 | $883.1M | $277.9M |
| 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LSCCMCFT
| Q1 26 | $133.9M | $84.6M | ||
| Q4 25 | — | $81.4M | ||
| Q3 25 | $117.9M | $67.3M | ||
| Q2 25 | $107.2M | $79.4M | ||
| Q1 25 | $127.6M | $66.5M | ||
| Q4 24 | $136.3M | $62.9M | ||
| Q3 24 | $124.3M | $14.2M | ||
| Q2 24 | $109.2M | $86.2M |
总债务LSCCMCFT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $49.5M | ||
| Q2 24 | — | $49.3M |
股东权益LSCCMCFT
| Q1 26 | $714.1M | $189.3M | ||
| Q4 25 | — | $189.1M | ||
| Q3 25 | $706.4M | $185.5M | ||
| Q2 25 | $687.0M | $183.4M | ||
| Q1 25 | $707.9M | $182.1M | ||
| Q4 24 | $710.9M | $178.3M | ||
| Q3 24 | $703.5M | $175.4M | ||
| Q2 24 | $698.8M | $183.7M |
总资产LSCCMCFT
| Q1 26 | $883.1M | $277.9M | ||
| Q4 25 | — | $259.7M | ||
| Q3 25 | $844.4M | $259.3M | ||
| Q2 25 | $808.6M | $259.9M | ||
| Q1 25 | $823.6M | $261.9M | ||
| Q4 24 | $843.9M | $250.1M | ||
| Q3 24 | $853.7M | $309.1M | ||
| Q2 24 | $827.5M | $259.9M |
负债/权益比LSCCMCFT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.28× | ||
| Q2 24 | — | 0.27× |
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 | $13.4M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $7.6M |
| 自由现金流率自由现金流/营收 | 30.2% | 9.8% |
| 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 | — | 3.58× |
| 过去12个月自由现金流最近4个季度 | $132.6M | $29.5M |
8季度趋势，按日历期对齐
经营现金流LSCCMCFT
| Q1 26 | $57.6M | $13.4M | ||
| Q4 25 | — | $15.6M | ||
| Q3 25 | $47.1M | $-6.8M | ||
| Q2 25 | $38.5M | $20.4M | ||
| Q1 25 | $31.9M | $6.3M | ||
| Q4 24 | $45.4M | $6.4M | ||
| Q3 24 | $44.0M | $2.4M | ||
| Q2 24 | $21.9M | — |
自由现金流LSCCMCFT
| Q1 26 | $44.0M | $7.6M | ||
| Q4 25 | — | $14.0M | ||
| Q3 25 | $34.0M | $-9.9M | ||
| Q2 25 | $31.3M | $17.9M | ||
| Q1 25 | $23.3M | $4.3M | ||
| Q4 24 | $39.7M | $4.0M | ||
| Q3 24 | $39.4M | $199.0K | ||
| Q2 24 | $14.8M | — |
自由现金流率LSCCMCFT
| Q1 26 | 30.2% | 9.8% | ||
| Q4 25 | — | 19.5% | ||
| Q3 25 | 25.5% | -14.4% | ||
| Q2 25 | 25.2% | 22.5% | ||
| Q1 25 | 19.4% | 5.7% | ||
| Q4 24 | 33.8% | 6.4% | ||
| Q3 24 | 31.0% | 0.3% | ||
| Q2 24 | 11.9% | — |
资本支出强度LSCCMCFT
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 9.8% | 4.5% | ||
| Q2 25 | 5.8% | 3.3% | ||
| Q1 25 | 7.2% | 2.6% | ||
| Q4 24 | 4.9% | 3.8% | ||
| Q3 24 | 3.7% | 3.4% | ||
| Q2 24 | 5.8% | — |
现金转化率LSCCMCFT
| Q1 26 | — | 3.58× | ||
| Q4 25 | — | 6.17× | ||
| Q3 25 | 16.86× | -1.88× | ||
| Q2 25 | 13.23× | 3.59× | ||
| Q1 25 | 6.35× | 1.69× | ||
| Q4 24 | 2.75× | 2.34× | ||
| 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
LSCC
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
MCFT
暂无分部数据
