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莱迪思半导体（LSCC）与NOODLES & Co（NDLS）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NOODLES & Co的1.2倍（$145.8M vs $122.1M），莱迪思半导体净利率更高（-5.2% vs -7.5%，领先2.3%），莱迪思半导体同比增速更快（9.3% vs -4.1%），莱迪思半导体自由现金流更多（$44.0M vs $-2.8M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs -1.2%）
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。
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
LSCC vs NDLS — 直观对比
营收规模更大
LSCC
是对方的1.2倍
$122.1M
营收增速更快
LSCC
高出13.4%
-4.1%
净利率更高
LSCC
高出2.3%
-7.5%
自由现金流更多
LSCC
多$46.8M
$-2.8M
两年增速更快
LSCC
近两年复合增速
-1.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $122.1M |
| 净利润 | $-7.6M | $-9.2M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | -5.2% |
| 净利率 | -5.2% | -7.5% |
| 营收同比 | 9.3% | -4.1% |
| 净利润同比 | 14.6% | 32.8% |
| 每股收益（稀释后） | $-0.06 | $-0.20 |
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LSCCNDLS
| Q1 26 | $145.8M | — | ||
| Q3 25 | $133.3M | $122.1M | ||
| Q2 25 | $124.0M | $123.8M | ||
| Q1 25 | $120.2M | — | ||
| Q4 24 | $117.4M | $122.8M | ||
| Q3 24 | $127.1M | $127.4M | ||
| Q2 24 | $124.1M | $121.4M | ||
| Q1 24 | — | $124.3M |
净利润LSCCNDLS
| Q1 26 | $-7.6M | — | ||
| Q3 25 | $2.8M | $-9.2M | ||
| Q2 25 | $2.9M | $-9.1M | ||
| Q1 25 | $5.0M | — | ||
| Q4 24 | $16.5M | $-6.8M | ||
| Q3 24 | $7.2M | $-13.6M | ||
| Q2 24 | $22.6M | $-6.1M | ||
| Q1 24 | — | $-6.1M |
毛利率LSCCNDLS
| Q1 26 | 68.5% | — | ||
| Q3 25 | 67.9% | — | ||
| Q2 25 | 68.4% | — | ||
| Q1 25 | 68.0% | — | ||
| Q4 24 | 61.1% | — | ||
| Q3 24 | 69.0% | — | ||
| Q2 24 | 68.3% | — | ||
| Q1 24 | — | — |
营业利润率LSCCNDLS
| Q1 26 | 0.7% | — | ||
| Q3 25 | -1.2% | -5.2% | ||
| Q2 25 | 3.8% | -5.2% | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | -10.4% | -3.9% | ||
| Q3 24 | 5.9% | -9.0% | ||
| Q2 24 | 18.2% | -3.4% | ||
| Q1 24 | — | -3.7% |
净利率LSCCNDLS
| Q1 26 | -5.2% | — | ||
| Q3 25 | 2.1% | -7.5% | ||
| Q2 25 | 2.3% | -7.3% | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 14.1% | -5.5% | ||
| Q3 24 | 5.7% | -10.7% | ||
| Q2 24 | 18.2% | -5.1% | ||
| Q1 24 | — | -4.9% |
每股收益（稀释后）LSCCNDLS
| Q1 26 | $-0.06 | — | ||
| Q3 25 | $0.02 | $-0.20 | ||
| Q2 25 | $0.02 | $-0.20 | ||
| Q1 25 | $0.04 | — | ||
| Q4 24 | $0.12 | $-0.15 | ||
| Q3 24 | $0.05 | $-0.30 | ||
| Q2 24 | $0.16 | $-0.14 | ||
| Q1 24 | — | $-1.64 |
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 | $4.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $-38.9M |
| 总资产 | — | $280.6M |
| 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LSCCNDLS
| Q1 26 | $133.9M | — | ||
| Q3 25 | $117.9M | $4.7M | ||
| Q2 25 | $107.2M | $1.4M | ||
| Q1 25 | $127.6M | — | ||
| Q4 24 | $136.3M | $3.3M | ||
| Q3 24 | $124.3M | $1.8M | ||
| Q2 24 | $109.2M | $1.3M | ||
| Q1 24 | — | $3.0M |
股东权益LSCCNDLS
| Q1 26 | $714.1M | — | ||
| Q3 25 | $706.4M | $-38.9M | ||
| Q2 25 | $687.0M | $-13.9M | ||
| Q1 25 | $707.9M | — | ||
| Q4 24 | $710.9M | $3.7M | ||
| Q3 24 | $703.5M | $9.6M | ||
| Q2 24 | $698.8M | $21.9M | ||
| Q1 24 | — | $27.2M |
总资产LSCCNDLS
| Q1 26 | $883.1M | — | ||
| Q3 25 | $844.4M | $280.6M | ||
| Q2 25 | $808.6M | $319.4M | ||
| Q1 25 | $823.6M | — | ||
| Q4 24 | $843.9M | $340.5M | ||
| Q3 24 | $853.7M | $346.3M | ||
| Q2 24 | $827.5M | $360.4M | ||
| Q1 24 | — | $368.1M |
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 | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $-2.8M |
| 自由现金流率自由现金流/营收 | 30.2% | -2.3% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 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 | $-7.5M |
8季度趋势，按日历期对齐
经营现金流LSCCNDLS
| Q1 26 | $57.6M | — | ||
| Q3 25 | $47.1M | $4.3M | ||
| Q2 25 | $38.5M | $4.0M | ||
| Q1 25 | $31.9M | — | ||
| Q4 24 | $45.4M | $5.8M | ||
| Q3 24 | $44.0M | $4.7M | ||
| Q2 24 | $21.9M | $7.0M | ||
| Q1 24 | — | $164.0K |
自由现金流LSCCNDLS
| Q1 26 | $44.0M | — | ||
| Q3 25 | $34.0M | $-2.8M | ||
| Q2 25 | $31.3M | $1.1M | ||
| Q1 25 | $23.3M | — | ||
| Q4 24 | $39.7M | $-1.3M | ||
| Q3 24 | $39.4M | $-4.5M | ||
| Q2 24 | $14.8M | $-1.6M | ||
| Q1 24 | — | $-15.2M |
自由现金流率LSCCNDLS
| Q1 26 | 30.2% | — | ||
| Q3 25 | 25.5% | -2.3% | ||
| Q2 25 | 25.2% | 0.9% | ||
| Q1 25 | 19.4% | — | ||
| Q4 24 | 33.8% | -1.1% | ||
| Q3 24 | 31.0% | -3.5% | ||
| Q2 24 | 11.9% | -1.4% | ||
| Q1 24 | — | -12.2% |
资本支出强度LSCCNDLS
| Q1 26 | 9.3% | — | ||
| Q3 25 | 9.8% | 5.8% | ||
| Q2 25 | 5.8% | 2.4% | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 4.9% | 5.8% | ||
| Q3 24 | 3.7% | 7.2% | ||
| Q2 24 | 5.8% | 7.1% | ||
| Q1 24 | — | 12.3% |
现金转化率LSCCNDLS
| Q1 26 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | — | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | — | — |
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
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
