vs
莱迪思半导体（LSCC）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是莱迪思半导体的1.5倍（$219.9M vs $145.8M），Orthofix Medical Inc.净利率更高（-1.0% vs -5.2%，领先4.2%），莱迪思半导体同比增速更快（9.3% vs 2.0%），莱迪思半导体自由现金流更多（$44.0M vs $16.8M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 8.0%）
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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
LSCC vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.5倍
$145.8M
营收增速更快
LSCC
高出7.3%
2.0%
净利率更高
OFIX
高出4.2%
-5.2%
自由现金流更多
LSCC
多$27.2M
$16.8M
两年增速更快
LSCC
近两年复合增速
8.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $219.9M |
| 净利润 | $-7.6M | $-2.2M |
| 毛利率 | 68.5% | 71.1% |
| 营业利润率 | 30.7% | 0.2% |
| 净利率 | -5.2% | -1.0% |
| 营收同比 | 9.3% | 2.0% |
| 净利润同比 | 14.6% | 92.4% |
| 每股收益（稀释后） | $-0.06 | $-0.05 |
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LSCCOFIX
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $219.9M | ||
| Q3 25 | $133.3M | $205.6M | ||
| Q2 25 | $124.0M | $203.1M | ||
| Q1 25 | $120.2M | $193.6M | ||
| Q4 24 | $117.4M | $215.7M | ||
| Q3 24 | $127.1M | $196.6M | ||
| Q2 24 | $124.1M | $198.6M |
净利润LSCCOFIX
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $-2.2M | ||
| Q3 25 | $2.8M | $-22.8M | ||
| Q2 25 | $2.9M | $-14.1M | ||
| Q1 25 | $5.0M | $-53.1M | ||
| Q4 24 | $16.5M | $-29.1M | ||
| Q3 24 | $7.2M | $-27.4M | ||
| Q2 24 | $22.6M | $-33.4M |
毛利率LSCCOFIX
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 71.1% | ||
| Q3 25 | 67.9% | 72.2% | ||
| Q2 25 | 68.4% | 68.7% | ||
| Q1 25 | 68.0% | 62.8% | ||
| Q4 24 | 61.1% | 69.0% | ||
| Q3 24 | 69.0% | 68.7% | ||
| Q2 24 | 68.3% | 67.8% |
营业利润率LSCCOFIX
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | -1.2% | -8.3% | ||
| Q2 25 | 3.8% | -7.9% | ||
| Q1 25 | 5.8% | -25.2% | ||
| Q4 24 | -10.4% | -5.3% | ||
| Q3 24 | 5.9% | -9.6% | ||
| Q2 24 | 18.2% | -12.5% |
净利率LSCCOFIX
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | 2.1% | -11.1% | ||
| Q2 25 | 2.3% | -6.9% | ||
| Q1 25 | 4.2% | -27.4% | ||
| Q4 24 | 14.1% | -13.5% | ||
| Q3 24 | 5.7% | -13.9% | ||
| Q2 24 | 18.2% | -16.8% |
每股收益（稀释后）LSCCOFIX
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $0.02 | $-0.57 | ||
| Q2 25 | $0.02 | $-0.36 | ||
| Q1 25 | $0.04 | $-1.35 | ||
| Q4 24 | $0.12 | $-0.76 | ||
| Q3 24 | $0.05 | $-0.71 | ||
| Q2 24 | $0.16 | $-0.88 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $450.0M |
| 总资产 | — | $850.6M |
| 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LSCCOFIX
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $82.0M | ||
| Q3 25 | $117.9M | $62.9M | ||
| Q2 25 | $107.2M | $65.6M | ||
| Q1 25 | $127.6M | $58.0M | ||
| Q4 24 | $136.3M | $83.2M | ||
| Q3 24 | $124.3M | $30.1M | ||
| Q2 24 | $109.2M | $26.4M |
总债务LSCCOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M |
股东权益LSCCOFIX
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $450.0M | ||
| Q3 25 | $706.4M | $442.5M | ||
| Q2 25 | $687.0M | $458.3M | ||
| Q1 25 | $707.9M | $458.3M | ||
| Q4 24 | $710.9M | $503.1M | ||
| Q3 24 | $703.5M | $525.9M | ||
| Q2 24 | $698.8M | $546.0M |
总资产LSCCOFIX
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $850.6M | ||
| Q3 25 | $844.4M | $832.6M | ||
| Q2 25 | $808.6M | $837.2M | ||
| Q1 25 | $823.6M | $823.1M | ||
| Q4 24 | $843.9M | $893.3M | ||
| Q3 24 | $853.7M | $867.9M | ||
| Q2 24 | $827.5M | $882.0M |
负债/权益比LSCCOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $16.8M |
| 自由现金流率自由现金流/营收 | 30.2% | 7.6% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 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 | $-1.3M |
8季度趋势，按日历期对齐
经营现金流LSCCOFIX
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $27.7M | ||
| Q3 25 | $47.1M | $12.4M | ||
| Q2 25 | $38.5M | $11.6M | ||
| Q1 25 | $31.9M | $-18.4M | ||
| Q4 24 | $45.4M | $23.7M | ||
| Q3 24 | $44.0M | $11.7M | ||
| Q2 24 | $21.9M | $9.0M |
自由现金流LSCCOFIX
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $16.8M | ||
| Q3 25 | $34.0M | $2.5M | ||
| Q2 25 | $31.3M | $4.5M | ||
| Q1 25 | $23.3M | $-25.1M | ||
| Q4 24 | $39.7M | $15.2M | ||
| Q3 24 | $39.4M | $6.3M | ||
| Q2 24 | $14.8M | $-360.0K |
自由现金流率LSCCOFIX
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | 25.5% | 1.2% | ||
| Q2 25 | 25.2% | 2.2% | ||
| Q1 25 | 19.4% | -13.0% | ||
| Q4 24 | 33.8% | 7.0% | ||
| Q3 24 | 31.0% | 3.2% | ||
| Q2 24 | 11.9% | -0.2% |
资本支出强度LSCCOFIX
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | 9.8% | 4.8% | ||
| Q2 25 | 5.8% | 3.5% | ||
| Q1 25 | 7.2% | 3.5% | ||
| Q4 24 | 4.9% | 4.0% | ||
| Q3 24 | 3.7% | 2.7% | ||
| Q2 24 | 5.8% | 4.7% |
现金转化率LSCCOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | — | ||
| 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
业务分部营收拆解
LSCC
暂无分部数据
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
