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莱迪思半导体（LSCC）与MONARCH CASINO & RESORT INC（MCRI）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MONARCH CASINO & RESORT INC的1.1倍（$145.8M vs $136.6M），MONARCH CASINO & RESORT INC净利率更高（20.2% vs -5.2%，领先25.5%），莱迪思半导体同比增速更快（9.3% vs 8.9%），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 3.2%）
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。
君主赌场度假村集团是美国知名博彩度假企业，旗下运营位于内华达州里诺的亚特兰蒂斯赌场度假水疗中心。该物业设有三座酒店塔楼，共824间客房及套房，博彩区面积达64814平方英尺，是里诺当地盈利水平领先、定位高端的度假目的地，累计已投入近1.5亿美元用于设施升级。
LSCC vs MCRI — 直观对比
营收规模更大
LSCC
是对方的1.1倍
$136.6M
营收增速更快
LSCC
高出0.4%
8.9%
净利率更高
MCRI
高出25.5%
-5.2%
两年增速更快
LSCC
近两年复合增速
3.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $136.6M |
| 净利润 | $-7.6M | $27.6M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | 25.6% |
| 净利率 | -5.2% | 20.2% |
| 营收同比 | 9.3% | 8.9% |
| 净利润同比 | 14.6% | 38.9% |
| 每股收益（稀释后） | $-0.06 | $1.52 |
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LSCCMCRI
| Q1 26 | $145.8M | $136.6M | ||
| Q4 25 | — | $140.0M | ||
| Q3 25 | $133.3M | $142.8M | ||
| Q2 25 | $124.0M | $136.9M | ||
| Q1 25 | $120.2M | $125.4M | ||
| Q4 24 | $117.4M | $134.5M | ||
| Q3 24 | $127.1M | $137.9M | ||
| Q2 24 | $124.1M | $128.1M |
净利润LSCCMCRI
| Q1 26 | $-7.6M | $27.6M | ||
| Q4 25 | — | $22.9M | ||
| Q3 25 | $2.8M | $31.6M | ||
| Q2 25 | $2.9M | $27.0M | ||
| Q1 25 | $5.0M | $19.9M | ||
| Q4 24 | $16.5M | $4.2M | ||
| Q3 24 | $7.2M | $27.6M | ||
| Q2 24 | $22.6M | $22.7M |
毛利率LSCCMCRI
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 67.9% | 26.7% | ||
| Q2 25 | 68.4% | 25.5% | ||
| Q1 25 | 68.0% | 20.2% | ||
| Q4 24 | 61.1% | 2.9% | ||
| Q3 24 | 69.0% | 25.6% | ||
| Q2 24 | 68.3% | 23.0% |
营业利润率LSCCMCRI
| Q1 26 | 0.7% | 25.6% | ||
| Q4 25 | — | 21.3% | ||
| Q3 25 | -1.2% | 27.1% | ||
| Q2 25 | 3.8% | 25.8% | ||
| Q1 25 | 5.8% | 20.4% | ||
| Q4 24 | -10.4% | 3.1% | ||
| Q3 24 | 5.9% | 25.5% | ||
| Q2 24 | 18.2% | 22.9% |
净利率LSCCMCRI
| Q1 26 | -5.2% | 20.2% | ||
| Q4 25 | — | 16.4% | ||
| Q3 25 | 2.1% | 22.1% | ||
| Q2 25 | 2.3% | 19.7% | ||
| Q1 25 | 4.2% | 15.8% | ||
| Q4 24 | 14.1% | 3.1% | ||
| Q3 24 | 5.7% | 20.0% | ||
| Q2 24 | 18.2% | 17.7% |
每股收益（稀释后）LSCCMCRI
| Q1 26 | $-0.06 | $1.52 | ||
| Q4 25 | — | $1.25 | ||
| Q3 25 | $0.02 | $1.69 | ||
| Q2 25 | $0.02 | $1.44 | ||
| Q1 25 | $0.04 | $1.05 | ||
| Q4 24 | $0.12 | $0.25 | ||
| Q3 24 | $0.05 | $1.47 | ||
| Q2 24 | $0.16 | $1.19 |
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 | $120.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $549.8M |
| 总资产 | — | $725.2M |
| 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LSCCMCRI
| Q1 26 | $133.9M | $120.1M | ||
| 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LSCCMCRI
| Q1 26 | $714.1M | $549.8M | ||
| Q4 25 | — | $537.7M | ||
| Q3 25 | $706.4M | $558.4M | ||
| Q2 25 | $687.0M | $539.2M | ||
| Q1 25 | $707.9M | $535.6M | ||
| Q4 24 | $710.9M | $517.7M | ||
| Q3 24 | $703.5M | $513.3M | ||
| Q2 24 | $698.8M | $498.4M |
总资产LSCCMCRI
| Q1 26 | $883.1M | $725.2M | ||
| Q4 25 | — | $712.8M | ||
| Q3 25 | $844.4M | $725.4M | ||
| Q2 25 | $808.6M | $705.8M | ||
| Q1 25 | $823.6M | $712.1M | ||
| Q4 24 | $843.9M | $691.6M | ||
| Q3 24 | $853.7M | $671.1M | ||
| Q2 24 | $827.5M | $672.4M |
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 | — | — |
| 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LSCCMCRI
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $38.1M | ||
| Q3 25 | $47.1M | $56.0M | ||
| Q2 25 | $38.5M | $34.1M | ||
| Q1 25 | $31.9M | $36.5M | ||
| Q4 24 | $45.4M | $37.8M | ||
| Q3 24 | $44.0M | $40.3M | ||
| Q2 24 | $21.9M | $24.3M |
自由现金流LSCCMCRI
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $32.2M | ||
| Q3 25 | $34.0M | $53.5M | ||
| Q2 25 | $31.3M | $26.0M | ||
| Q1 25 | $23.3M | $16.6M | ||
| Q4 24 | $39.7M | $26.2M | ||
| Q3 24 | $39.4M | $35.4M | ||
| Q2 24 | $14.8M | $11.0M |
自由现金流率LSCCMCRI
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 23.0% | ||
| Q3 25 | 25.5% | 37.5% | ||
| Q2 25 | 25.2% | 19.0% | ||
| Q1 25 | 19.4% | 13.3% | ||
| Q4 24 | 33.8% | 19.5% | ||
| Q3 24 | 31.0% | 25.7% | ||
| Q2 24 | 11.9% | 8.5% |
资本支出强度LSCCMCRI
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 4.2% | ||
| Q3 25 | 9.8% | 1.7% | ||
| Q2 25 | 5.8% | 5.9% | ||
| Q1 25 | 7.2% | 15.8% | ||
| Q4 24 | 4.9% | 8.6% | ||
| Q3 24 | 3.7% | 3.6% | ||
| Q2 24 | 5.8% | 10.4% |
现金转化率LSCCMCRI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.66× | ||
| Q3 25 | 16.86× | 1.77× | ||
| Q2 25 | 13.23× | 1.26× | ||
| Q1 25 | 6.35× | 1.84× | ||
| Q4 24 | 2.75× | 8.98× | ||
| Q3 24 | 6.12× | 1.46× | ||
| Q2 24 | 0.97× | 1.07× |
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
暂无分部数据
MCRI
| Casino | $79.7M | 58% |
| Food and beverage | $31.7M | 23% |
| Hotel | $19.0M | 14% |
| Other | $6.1M | 5% |
