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莱迪思半导体（LSCC）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
National Storage Affiliates Trust的季度营收约是莱迪思半导体的1.3倍（$187.0M vs $145.8M），National Storage Affiliates Trust净利率更高（12.2% vs -5.2%，领先17.5%），莱迪思半导体同比增速更快（24.2% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $44.0M），过去两年莱迪思半导体的营收复合增速更高（1.8% vs -2.4%）
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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
LSCC vs NSA — 直观对比
营收规模更大
NSA
是对方的1.3倍
$145.8M
营收增速更快
LSCC
高出25.8%
-1.6%
净利率更高
NSA
高出17.5%
-5.2%
自由现金流更多
NSA
多$255.8M
$44.0M
两年增速更快
LSCC
近两年复合增速
-2.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $187.0M |
| 净利润 | $-7.6M | $22.9M |
| 毛利率 | 68.5% | 72.5% |
| 营业利润率 | 0.7% | 20.2% |
| 净利率 | -5.2% | 12.2% |
| 营收同比 | 24.2% | -1.6% |
| 净利润同比 | -146.3% | 36.8% |
| 每股收益（稀释后） | $-0.06 | $0.23 |
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LSCCNSA
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $187.0M | ||
| Q3 25 | $133.3M | $188.7M | ||
| Q2 25 | $124.0M | $188.8M | ||
| Q1 25 | $120.2M | $188.4M | ||
| Q4 24 | $117.4M | $190.1M | ||
| Q3 24 | $127.1M | $193.6M | ||
| Q2 24 | $124.1M | $190.4M |
净利润LSCCNSA
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $22.9M | ||
| Q3 25 | $2.8M | $18.4M | ||
| Q2 25 | $2.9M | $19.5M | ||
| Q1 25 | $5.0M | $13.0M | ||
| Q4 24 | $16.5M | $16.7M | ||
| Q3 24 | $7.2M | $18.7M | ||
| Q2 24 | $22.6M | $17.1M |
毛利率LSCCNSA
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 72.5% | ||
| Q3 25 | 67.9% | 70.7% | ||
| Q2 25 | 68.4% | 70.5% | ||
| Q1 25 | 68.0% | 70.7% | ||
| Q4 24 | 61.1% | 72.5% | ||
| Q3 24 | 69.0% | 72.8% | ||
| Q2 24 | 68.3% | 72.6% |
营业利润率LSCCNSA
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 20.2% | ||
| Q3 25 | -1.2% | 15.8% | ||
| Q2 25 | 3.8% | 16.5% | ||
| Q1 25 | 5.8% | 11.0% | ||
| Q4 24 | -10.4% | 14.5% | ||
| Q3 24 | 5.9% | 15.8% | ||
| Q2 24 | 18.2% | 17.2% |
净利率LSCCNSA
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | 2.1% | 9.8% | ||
| Q2 25 | 2.3% | 10.3% | ||
| Q1 25 | 4.2% | 6.9% | ||
| Q4 24 | 14.1% | 8.8% | ||
| Q3 24 | 5.7% | 9.7% | ||
| Q2 24 | 18.2% | 9.0% |
每股收益（稀释后）LSCCNSA
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $0.23 | ||
| Q3 25 | $0.02 | $0.17 | ||
| Q2 25 | $0.02 | $0.19 | ||
| Q1 25 | $0.04 | $0.10 | ||
| Q4 24 | $0.12 | $0.19 | ||
| Q3 24 | $0.05 | $0.18 | ||
| Q2 24 | $0.16 | $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 | $23.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $946.0M |
| 总资产 | $883.1M | $5.1B |
| 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LSCCNSA
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $23.3M | ||
| Q3 25 | $117.9M | $26.3M | ||
| Q2 25 | $107.2M | $26.1M | ||
| Q1 25 | $127.6M | $19.3M | ||
| Q4 24 | $136.3M | $50.4M | ||
| Q3 24 | $124.3M | $69.9M | ||
| Q2 24 | $109.2M | $59.0M |
股东权益LSCCNSA
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $946.0M | ||
| Q3 25 | $706.4M | $973.1M | ||
| Q2 25 | $687.0M | $1.0B | ||
| Q1 25 | $707.9M | $1.0B | ||
| Q4 24 | $710.9M | $1.1B | ||
| Q3 24 | $703.5M | $986.9M | ||
| Q2 24 | $698.8M | $1.2B |
总资产LSCCNSA
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | $844.4M | $5.1B | ||
| Q2 25 | $808.6M | $5.2B | ||
| Q1 25 | $823.6M | $5.3B | ||
| Q4 24 | $843.9M | $5.4B | ||
| Q3 24 | $853.7M | $5.4B | ||
| Q2 24 | $827.5M | $5.3B |
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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $299.8M |
| 自由现金流率自由现金流/营收 | 30.2% | 160.3% |
| 资本支出强度资本支出/营收 | 9.3% | 20.7% |
| 现金转化率经营现金流/净利润 | — | 14.79× |
| 过去12个月自由现金流最近4个季度 | $132.6M | $541.5M |
8季度趋势，按日历期对齐
经营现金流LSCCNSA
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $338.5M | ||
| Q3 25 | $47.1M | $100.2M | ||
| Q2 25 | $38.5M | $79.9M | ||
| Q1 25 | $31.9M | $85.6M | ||
| Q4 24 | $45.4M | $363.1M | ||
| Q3 24 | $44.0M | $105.7M | ||
| Q2 24 | $21.9M | $83.2M |
自由现金流LSCCNSA
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $299.8M | ||
| Q3 25 | $34.0M | $88.0M | ||
| Q2 25 | $31.3M | $73.8M | ||
| Q1 25 | $23.3M | $79.9M | ||
| Q4 24 | $39.7M | $344.4M | ||
| Q3 24 | $39.4M | $101.8M | ||
| Q2 24 | $14.8M | $79.5M |
自由现金流率LSCCNSA
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 160.3% | ||
| Q3 25 | 25.5% | 46.6% | ||
| Q2 25 | 25.2% | 39.1% | ||
| Q1 25 | 19.4% | 42.4% | ||
| Q4 24 | 33.8% | 181.2% | ||
| Q3 24 | 31.0% | 52.6% | ||
| Q2 24 | 11.9% | 41.7% |
资本支出强度LSCCNSA
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 20.7% | ||
| Q3 25 | 9.8% | 6.5% | ||
| Q2 25 | 5.8% | 3.2% | ||
| Q1 25 | 7.2% | 3.0% | ||
| Q4 24 | 4.9% | 9.8% | ||
| Q3 24 | 3.7% | 2.0% | ||
| Q2 24 | 5.8% | 1.9% |
现金转化率LSCCNSA
| Q1 26 | — | — | ||
| Q4 25 | — | 14.79× | ||
| Q3 25 | 16.86× | 5.44× | ||
| Q2 25 | 13.23× | 4.10× | ||
| Q1 25 | 6.35× | 6.59× | ||
| Q4 24 | 2.75× | 21.70× | ||
| Q3 24 | 6.12× | 5.65× | ||
| Q2 24 | 0.97× | 4.88× |
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% |
NSA
暂无分部数据
