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莱迪思半导体（LSCC）与OFG BANCORP（OFG）财务数据对比。点击上方公司名可切换其他公司
OFG BANCORP的季度营收约是莱迪思半导体的1.3倍（$184.3M vs $145.8M），OFG BANCORP净利率更高（30.3% vs -5.2%，领先35.6%），莱迪思半导体同比增速更快（9.3% vs 0.9%），OFG BANCORP自由现金流更多（$199.3M vs $44.0M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 2.8%）
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。
OFG Bancorp成立于1964年，总部位于波多黎各圣胡安，是东方银行的金融控股公司。公司通过东方银行、东方金融服务有限责任公司、东方保险有限责任公司等核心子公司，主要面向波多黎各和美属维尔京群岛市场，提供多元化的零售与商业银行、贷款、财富管理相关产品、服务及技术解决方案。
LSCC vs OFG — 直观对比
营收规模更大
OFG
是对方的1.3倍
$145.8M
营收增速更快
LSCC
高出8.4%
0.9%
净利率更高
OFG
高出35.6%
-5.2%
自由现金流更多
OFG
多$155.4M
$44.0M
两年增速更快
LSCC
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $184.3M |
| 净利润 | $-7.6M | $55.9M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | 25.7% |
| 净利率 | -5.2% | 30.3% |
| 营收同比 | 9.3% | 0.9% |
| 净利润同比 | 14.6% | 11.0% |
| 每股收益（稀释后） | $-0.06 | $1.27 |
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LSCCOFG
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $184.3M | ||
| Q3 25 | $133.3M | $186.2M | ||
| Q2 25 | $124.0M | $182.4M | ||
| Q1 25 | $120.2M | $178.6M | ||
| Q4 24 | $117.4M | $182.7M | ||
| Q3 24 | $127.1M | $174.7M | ||
| Q2 24 | $124.1M | $179.8M |
净利润LSCCOFG
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $55.9M | ||
| Q3 25 | $2.8M | $51.8M | ||
| Q2 25 | $2.9M | $51.8M | ||
| Q1 25 | $5.0M | $45.6M | ||
| Q4 24 | $16.5M | $50.3M | ||
| Q3 24 | $7.2M | $47.0M | ||
| Q2 24 | $22.6M | $51.1M |
毛利率LSCCOFG
| 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LSCCOFG
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | -1.2% | 33.0% | ||
| Q2 25 | 3.8% | 36.1% | ||
| Q1 25 | 5.8% | 33.3% | ||
| Q4 24 | -10.4% | 28.9% | ||
| Q3 24 | 5.9% | 35.4% | ||
| Q2 24 | 18.2% | 39.6% |
净利率LSCCOFG
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 30.3% | ||
| Q3 25 | 2.1% | 27.8% | ||
| Q2 25 | 2.3% | 28.4% | ||
| Q1 25 | 4.2% | 25.5% | ||
| Q4 24 | 14.1% | 27.6% | ||
| Q3 24 | 5.7% | 26.9% | ||
| Q2 24 | 18.2% | 28.4% |
每股收益（稀释后）LSCCOFG
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $1.27 | ||
| Q3 25 | $0.02 | $1.16 | ||
| Q2 25 | $0.02 | $1.15 | ||
| Q1 25 | $0.04 | $1.00 | ||
| Q4 24 | $0.12 | $1.10 | ||
| Q3 24 | $0.05 | $1.00 | ||
| Q2 24 | $0.16 | $1.08 |
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 | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $1.4B |
| 总资产 | — | $12.5B |
| 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LSCCOFG
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $117.9M | $740.3M | ||
| Q2 25 | $107.2M | $851.8M | ||
| Q1 25 | $127.6M | $710.6M | ||
| Q4 24 | $136.3M | $591.1M | ||
| Q3 24 | $124.3M | $680.6M | ||
| Q2 24 | $109.2M | $740.4M |
股东权益LSCCOFG
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $706.4M | $1.4B | ||
| Q2 25 | $687.0M | $1.3B | ||
| Q1 25 | $707.9M | $1.3B | ||
| Q4 24 | $710.9M | $1.3B | ||
| Q3 24 | $703.5M | $1.3B | ||
| Q2 24 | $698.8M | $1.2B |
总资产LSCCOFG
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $12.5B | ||
| Q3 25 | $844.4M | $12.2B | ||
| Q2 25 | $808.6M | $12.2B | ||
| Q1 25 | $823.6M | $11.7B | ||
| Q4 24 | $843.9M | $11.5B | ||
| Q3 24 | $853.7M | $11.5B | ||
| Q2 24 | $827.5M | $11.3B |
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 | $217.7M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $199.3M |
| 自由现金流率自由现金流/营收 | 30.2% | 108.1% |
| 资本支出强度资本支出/营收 | — | 10.0% |
| 现金转化率经营现金流/净利润 | — | 3.90× |
| 过去12个月自由现金流最近4个季度 | $153.3M | $345.4M |
8季度趋势，按日历期对齐
经营现金流LSCCOFG
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $217.7M | ||
| Q3 25 | $47.1M | $39.5M | ||
| Q2 25 | $38.5M | $35.9M | ||
| Q1 25 | $31.9M | $83.1M | ||
| Q4 24 | $45.4M | $252.5M | ||
| Q3 24 | $44.0M | $58.1M | ||
| Q2 24 | $21.9M | $95.1M |
自由现金流LSCCOFG
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $199.3M | ||
| Q3 25 | $34.0M | $35.5M | ||
| Q2 25 | $31.3M | $31.8M | ||
| Q1 25 | $23.3M | $78.7M | ||
| Q4 24 | $39.7M | $231.2M | ||
| Q3 24 | $39.4M | $51.8M | ||
| Q2 24 | $14.8M | $90.4M |
自由现金流率LSCCOFG
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 108.1% | ||
| Q3 25 | 25.5% | 19.1% | ||
| Q2 25 | 25.2% | 17.4% | ||
| Q1 25 | 19.4% | 44.1% | ||
| Q4 24 | 33.8% | 126.5% | ||
| Q3 24 | 31.0% | 29.6% | ||
| Q2 24 | 11.9% | 50.3% |
资本支出强度LSCCOFG
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 10.0% | ||
| Q3 25 | 9.8% | 2.1% | ||
| Q2 25 | 5.8% | 2.3% | ||
| Q1 25 | 7.2% | 2.4% | ||
| Q4 24 | 4.9% | 11.7% | ||
| Q3 24 | 3.7% | 3.6% | ||
| Q2 24 | 5.8% | 2.6% |
现金转化率LSCCOFG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.90× | ||
| Q3 25 | 16.86× | 0.76× | ||
| Q2 25 | 13.23× | 0.69× | ||
| Q1 25 | 6.35× | 1.82× | ||
| Q4 24 | 2.75× | 5.02× | ||
| Q3 24 | 6.12× | 1.24× | ||
| Q2 24 | 0.97× | 1.86× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
