vs
莱迪思半导体（LSCC）与美满电子科技（MRVL）财务数据对比。点击上方公司名可切换其他公司
美满电子科技的季度营收约是莱迪思半导体的14.2倍（$2.1B vs $145.8M）。美满电子科技净利率更高（91.7% vs -5.2%，领先96.9%）。美满电子科技同比增速更快（36.8% vs 24.2%）。美满电子科技自由现金流更多（$508.8M vs $44.0M）。过去两年美满电子科技的营收复合增速更高（20.6% vs 1.8%）
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。
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业，成立于1995年，专注于半导体及相关技术的研发与生产。截至2024年，公司全球员工超6500人，持有全球专利超1万项，2024财年总营收达55亿美元。
LSCC vs MRVL — 直观对比
营收规模更大
MRVL
是对方的14.2倍
$145.8M
营收增速更快
MRVL
高出12.7%
24.2%
净利率更高
MRVL
高出96.9%
-5.2%
自由现金流更多
MRVL
多$464.8M
$44.0M
两年增速更快
MRVL
近两年复合增速
1.8%
损益表 — Q4 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $2.1B |
| 净利润 | $-7.6M | $1.9B |
| 毛利率 | 68.5% | 51.6% |
| 营业利润率 | 0.7% | 17.2% |
| 净利率 | -5.2% | 91.7% |
| 营收同比 | 24.2% | 36.8% |
| 净利润同比 | -146.3% | 381.1% |
| 每股收益（稀释后） | $-0.06 | $2.20 |
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LSCCMRVL
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $133.3M | $2.0B | ||
| Q2 25 | $124.0M | $1.9B | ||
| Q1 25 | $120.2M | $1.8B | ||
| Q4 24 | $117.4M | $1.5B | ||
| Q3 24 | $127.1M | $1.3B | ||
| Q2 24 | $124.1M | $1.2B |
净利润LSCCMRVL
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | $2.8M | $194.8M | ||
| Q2 25 | $2.9M | $177.9M | ||
| Q1 25 | $5.0M | $200.2M | ||
| Q4 24 | $16.5M | $-676.3M | ||
| Q3 24 | $7.2M | $-193.3M | ||
| Q2 24 | $22.6M | $-215.6M |
毛利率LSCCMRVL
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 51.6% | ||
| Q3 25 | 67.9% | 50.4% | ||
| Q2 25 | 68.4% | 50.3% | ||
| Q1 25 | 68.0% | 50.5% | ||
| Q4 24 | 61.1% | 23.0% | ||
| Q3 24 | 69.0% | 46.2% | ||
| Q2 24 | 68.3% | 45.5% |
营业利润率LSCCMRVL
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | -1.2% | 14.5% | ||
| Q2 25 | 3.8% | 14.3% | ||
| Q1 25 | 5.8% | 12.9% | ||
| Q4 24 | -10.4% | -46.4% | ||
| Q3 24 | 5.9% | -7.9% | ||
| Q2 24 | 18.2% | -13.1% |
净利率LSCCMRVL
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 91.7% | ||
| Q3 25 | 2.1% | 9.7% | ||
| Q2 25 | 2.3% | 9.4% | ||
| Q1 25 | 4.2% | 11.0% | ||
| Q4 24 | 14.1% | -44.6% | ||
| Q3 24 | 5.7% | -15.2% | ||
| Q2 24 | 18.2% | -18.6% |
每股收益（稀释后）LSCCMRVL
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $2.20 | ||
| Q3 25 | $0.02 | $0.22 | ||
| Q2 25 | $0.02 | $0.20 | ||
| Q1 25 | $0.04 | $0.23 | ||
| Q4 24 | $0.12 | $-0.78 | ||
| Q3 24 | $0.05 | $-0.22 | ||
| Q2 24 | $0.16 | $-0.25 |
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 | $2.7B |
| 总债务越低越好 | — | $4.5B |
| 股东权益账面价值 | $714.1M | $14.1B |
| 总资产 | $883.1M | $21.6B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资LSCCMRVL
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | $117.9M | $1.2B | ||
| Q2 25 | $107.2M | $885.9M | ||
| Q1 25 | $127.6M | $948.3M | ||
| Q4 24 | $136.3M | $868.1M | ||
| Q3 24 | $124.3M | $808.7M | ||
| Q2 24 | $109.2M | $847.7M |
总债务LSCCMRVL
| Q1 26 | — | — | ||
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.1B |
股东权益LSCCMRVL
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $14.1B | ||
| Q3 25 | $706.4M | $13.4B | ||
| Q2 25 | $687.0M | $13.3B | ||
| Q1 25 | $707.9M | $13.4B | ||
| Q4 24 | $710.9M | $13.4B | ||
| Q3 24 | $703.5M | $14.2B | ||
| Q2 24 | $698.8M | $14.5B |
总资产LSCCMRVL
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $21.6B | ||
| Q3 25 | $844.4M | $20.6B | ||
| Q2 25 | $808.6M | $20.0B | ||
| Q1 25 | $823.6M | $20.2B | ||
| Q4 24 | $843.9M | $19.7B | ||
| Q3 24 | $853.7M | $20.3B | ||
| Q2 24 | $827.5M | $20.5B |
负债/权益比LSCCMRVL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.33× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.29× |
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 | $582.3M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $508.8M |
| 自由现金流率自由现金流/营收 | 30.2% | 24.5% |
| 资本支出强度资本支出/营收 | 9.3% | 3.5% |
| 现金转化率经营现金流/净利润 | — | 0.31× |
| 过去12个月自由现金流最近4个季度 | $132.6M | $1.6B |
8季度趋势，按日历期对齐
经营现金流LSCCMRVL
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $582.3M | ||
| Q3 25 | $47.1M | $461.6M | ||
| Q2 25 | $38.5M | $332.9M | ||
| Q1 25 | $31.9M | $514.0M | ||
| Q4 24 | $45.4M | $536.3M | ||
| Q3 24 | $44.0M | $306.4M | ||
| Q2 24 | $21.9M | $324.5M |
自由现金流LSCCMRVL
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $508.8M | ||
| Q3 25 | $34.0M | $414.1M | ||
| Q2 25 | $31.3M | $214.1M | ||
| Q1 25 | $23.3M | $444.1M | ||
| Q4 24 | $39.7M | $461.3M | ||
| Q3 24 | $39.4M | $258.2M | ||
| Q2 24 | $14.8M | $233.0M |
自由现金流率LSCCMRVL
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 24.5% | ||
| Q3 25 | 25.5% | 20.6% | ||
| Q2 25 | 25.2% | 11.3% | ||
| Q1 25 | 19.4% | 24.4% | ||
| Q4 24 | 33.8% | 30.4% | ||
| Q3 24 | 31.0% | 20.3% | ||
| Q2 24 | 11.9% | 20.1% |
资本支出强度LSCCMRVL
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 9.8% | 2.4% | ||
| Q2 25 | 5.8% | 6.3% | ||
| Q1 25 | 7.2% | 3.8% | ||
| Q4 24 | 4.9% | 4.9% | ||
| Q3 24 | 3.7% | 3.8% | ||
| Q2 24 | 5.8% | 7.9% |
现金转化率LSCCMRVL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.31× | ||
| Q3 25 | 16.86× | 2.37× | ||
| Q2 25 | 13.23× | 1.87× | ||
| Q1 25 | 6.35× | 2.57× | ||
| Q4 24 | 2.75× | — | ||
| 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
