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莱迪思半导体（LSCC）与MARCUS CORP（MCS）财务数据对比。点击上方公司名可切换其他公司
MARCUS CORP的季度营收约是莱迪思半导体的1.3倍（$193.5M vs $145.8M），莱迪思半导体同比增速更快（9.3% vs 2.8%），莱迪思半导体自由现金流更多（$44.0M vs $26.4M），过去两年MARCUS CORP的营收复合增速更高（18.2% 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。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
LSCC vs MCS — 直观对比
营收规模更大
MCS
是对方的1.3倍
$145.8M
营收增速更快
LSCC
高出6.5%
2.8%
自由现金流更多
LSCC
多$17.6M
$26.4M
两年增速更快
MCS
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $193.5M |
| 净利润 | $-7.6M | — |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | 0.9% |
| 净利率 | -5.2% | — |
| 营收同比 | 9.3% | 2.8% |
| 净利润同比 | 14.6% | — |
| 每股收益（稀释后） | $-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LSCCMCS
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $193.5M | ||
| Q3 25 | $133.3M | $210.2M | ||
| Q2 25 | $124.0M | $206.0M | ||
| Q1 25 | $120.2M | $148.8M | ||
| Q4 24 | $117.4M | $188.3M | ||
| Q3 24 | $127.1M | $232.7M | ||
| Q2 24 | $124.1M | $176.0M |
净利润LSCCMCS
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.8M | $16.2M | ||
| Q2 25 | $2.9M | $7.3M | ||
| Q1 25 | $5.0M | $-16.8M | ||
| Q4 24 | $16.5M | $986.0K | ||
| Q3 24 | $7.2M | $23.3M | ||
| Q2 24 | $22.6M | $-20.2M |
毛利率LSCCMCS
| 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LSCCMCS
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | -1.2% | 10.8% | ||
| Q2 25 | 3.8% | 6.3% | ||
| Q1 25 | 5.8% | -13.7% | ||
| Q4 24 | -10.4% | -1.2% | ||
| Q3 24 | 5.9% | 14.1% | ||
| Q2 24 | 18.2% | 1.3% |
净利率LSCCMCS
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.1% | 7.7% | ||
| Q2 25 | 2.3% | 3.6% | ||
| Q1 25 | 4.2% | -11.3% | ||
| Q4 24 | 14.1% | 0.5% | ||
| Q3 24 | 5.7% | 10.0% | ||
| Q2 24 | 18.2% | -11.5% |
每股收益（稀释后）LSCCMCS
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $0.02 | — | ||
| Q2 25 | $0.02 | — | ||
| Q1 25 | $0.04 | — | ||
| Q4 24 | $0.12 | — | ||
| Q3 24 | $0.05 | — | ||
| Q2 24 | $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 | $23.4M |
| 总债务越低越好 | — | $159.0M |
| 股东权益账面价值 | $714.1M | $457.4M |
| 总资产 | — | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资LSCCMCS
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $23.4M | ||
| Q3 25 | $117.9M | $7.4M | ||
| Q2 25 | $107.2M | $14.9M | ||
| Q1 25 | $127.6M | $11.9M | ||
| Q4 24 | $136.3M | $40.8M | ||
| Q3 24 | $124.3M | $28.4M | ||
| Q2 24 | $109.2M | $32.8M |
总债务LSCCMCS
| Q1 26 | — | — | ||
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $162.0M | ||
| Q2 25 | — | $179.9M | ||
| Q1 25 | — | $198.9M | ||
| Q4 24 | — | $159.1M | ||
| Q3 24 | — | $173.1M | ||
| Q2 24 | — | $175.7M |
股东权益LSCCMCS
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $457.4M | ||
| Q3 25 | $706.4M | $454.3M | ||
| Q2 25 | $687.0M | $448.4M | ||
| Q1 25 | $707.9M | $441.8M | ||
| Q4 24 | $710.9M | $464.9M | ||
| Q3 24 | $703.5M | $462.3M | ||
| Q2 24 | $698.8M | $449.4M |
总资产LSCCMCS
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $844.4M | $1.0B | ||
| Q2 25 | $808.6M | $1.0B | ||
| Q1 25 | $823.6M | $1.0B | ||
| Q4 24 | $843.9M | $1.0B | ||
| Q3 24 | $853.7M | $1.0B | ||
| Q2 24 | $827.5M | $1.1B |
负债/权益比LSCCMCS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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 | $48.8M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $26.4M |
| 自由现金流率自由现金流/营收 | 30.2% | 13.6% |
| 资本支出强度资本支出/营收 | — | 11.6% |
| 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 | $989.0K |
8季度趋势，按日历期对齐
经营现金流LSCCMCS
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $48.8M | ||
| Q3 25 | $47.1M | $39.1M | ||
| Q2 25 | $38.5M | $31.6M | ||
| Q1 25 | $31.9M | $-35.3M | ||
| Q4 24 | $45.4M | $52.6M | ||
| Q3 24 | $44.0M | $30.5M | ||
| Q2 24 | $21.9M | $36.0M |
自由现金流LSCCMCS
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $26.4M | ||
| Q3 25 | $34.0M | $18.2M | ||
| Q2 25 | $31.3M | $14.7M | ||
| Q1 25 | $23.3M | $-58.3M | ||
| Q4 24 | $39.7M | $27.1M | ||
| Q3 24 | $39.4M | $12.0M | ||
| Q2 24 | $14.8M | $16.1M |
自由现金流率LSCCMCS
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 13.6% | ||
| Q3 25 | 25.5% | 8.7% | ||
| Q2 25 | 25.2% | 7.1% | ||
| Q1 25 | 19.4% | -39.2% | ||
| Q4 24 | 33.8% | 14.4% | ||
| Q3 24 | 31.0% | 5.2% | ||
| Q2 24 | 11.9% | 9.2% |
资本支出强度LSCCMCS
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 11.6% | ||
| Q3 25 | 9.8% | 9.9% | ||
| Q2 25 | 5.8% | 8.2% | ||
| Q1 25 | 7.2% | 15.5% | ||
| Q4 24 | 4.9% | 13.5% | ||
| Q3 24 | 3.7% | 7.9% | ||
| Q2 24 | 5.8% | 11.3% |
现金转化率LSCCMCS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | 2.41× | ||
| Q2 25 | 13.23× | 4.32× | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | 53.31× | ||
| Q3 24 | 6.12× | 1.31× | ||
| 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
暂无分部数据
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
