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莱迪思半导体（LSCC）与Ranpak Holdings Corp.（PACK）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Ranpak Holdings Corp.的1.6倍（$145.8M vs $93.7M），莱迪思半导体同比增速更快（9.3% vs 2.3%），过去两年Ranpak Holdings Corp.的营收复合增速更高（13.7% vs 8.4%）
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。
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
LSCC vs PACK — 直观对比
营收规模更大
LSCC
是对方的1.6倍
$93.7M
营收增速更快
LSCC
高出7.0%
2.3%
两年增速更快
PACK
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $93.7M |
| 净利润 | $-7.6M | — |
| 毛利率 | 68.5% | 39.0% |
| 营业利润率 | 30.7% | -1.0% |
| 净利率 | -5.2% | — |
| 营收同比 | 9.3% | 2.3% |
| 净利润同比 | 14.6% | — |
| 每股收益（稀释后） | $-0.06 | $-0.11 |
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LSCCPACK
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $93.7M | ||
| Q3 25 | $133.3M | $83.6M | ||
| Q2 25 | $124.0M | $77.8M | ||
| Q1 25 | $120.2M | $77.6M | ||
| Q4 24 | $117.4M | $91.6M | ||
| Q3 24 | $127.1M | $78.6M | ||
| Q2 24 | $124.1M | $72.8M |
净利润LSCCPACK
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.8M | $-10.4M | ||
| Q2 25 | $2.9M | $-7.5M | ||
| Q1 25 | $5.0M | $-10.9M | ||
| Q4 24 | $16.5M | — | ||
| Q3 24 | $7.2M | $-8.1M | ||
| Q2 24 | $22.6M | $5.5M |
毛利率LSCCPACK
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 39.0% | ||
| Q3 25 | 67.9% | 41.1% | ||
| Q2 25 | 68.4% | 37.1% | ||
| Q1 25 | 68.0% | 39.8% | ||
| Q4 24 | 61.1% | 45.2% | ||
| Q3 24 | 69.0% | 43.8% | ||
| Q2 24 | 68.3% | 43.5% |
营业利润率LSCCPACK
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | -1.2% | -6.8% | ||
| Q2 25 | 3.8% | -12.5% | ||
| Q1 25 | 5.8% | -10.3% | ||
| Q4 24 | -10.4% | 1.5% | ||
| Q3 24 | 5.9% | -5.3% | ||
| Q2 24 | 18.2% | -7.1% |
净利率LSCCPACK
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.1% | -12.4% | ||
| Q2 25 | 2.3% | -9.6% | ||
| Q1 25 | 4.2% | -14.0% | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 5.7% | -10.3% | ||
| Q2 24 | 18.2% | 7.6% |
每股收益（稀释后）LSCCPACK
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-0.11 | ||
| Q3 25 | $0.02 | $-0.12 | ||
| Q2 25 | $0.02 | $-0.09 | ||
| Q1 25 | $0.04 | $-0.13 | ||
| Q4 24 | $0.12 | $-0.13 | ||
| Q3 24 | $0.05 | $-0.10 | ||
| Q2 24 | $0.16 | $0.07 |
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 | $63.0M |
| 总债务越低越好 | — | $401.9M |
| 股东权益账面价值 | $714.1M | $534.9M |
| 总资产 | — | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资LSCCPACK
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $63.0M | ||
| Q3 25 | $117.9M | $49.9M | ||
| Q2 25 | $107.2M | $49.2M | ||
| Q1 25 | $127.6M | $65.5M | ||
| Q4 24 | $136.3M | $76.1M | ||
| Q3 24 | $124.3M | $69.5M | ||
| Q2 24 | $109.2M | $65.1M |
总债务LSCCPACK
| Q1 26 | — | — | ||
| Q4 25 | — | $401.9M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $403.1M | ||
| Q1 25 | — | $405.2M | ||
| Q4 24 | — | $406.4M | ||
| Q3 24 | — | $403.2M | ||
| Q2 24 | — | $396.1M |
股东权益LSCCPACK
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $534.9M | ||
| Q3 25 | $706.4M | $537.8M | ||
| Q2 25 | $687.0M | $539.0M | ||
| Q1 25 | $707.9M | $544.1M | ||
| Q4 24 | $710.9M | $548.1M | ||
| Q3 24 | $703.5M | $564.3M | ||
| Q2 24 | $698.8M | $566.2M |
总资产LSCCPACK
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $844.4M | $1.1B | ||
| Q2 25 | $808.6M | $1.1B | ||
| Q1 25 | $823.6M | $1.1B | ||
| Q4 24 | $843.9M | $1.1B | ||
| Q3 24 | $853.7M | $1.1B | ||
| Q2 24 | $827.5M | $1.1B |
负债/权益比LSCCPACK
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.71× | ||
| Q2 24 | — | 0.70× |
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 | $19.5M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | — |
| 自由现金流率自由现金流/营收 | 30.2% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LSCCPACK
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $19.5M | ||
| Q3 25 | $47.1M | $8.5M | ||
| Q2 25 | $38.5M | $-3.6M | ||
| Q1 25 | $31.9M | $-1.3M | ||
| Q4 24 | $45.4M | $6.5M | ||
| Q3 24 | $44.0M | $10.1M | ||
| Q2 24 | $21.9M | $19.6M |
自由现金流LSCCPACK
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $34.0M | — | ||
| Q2 25 | $31.3M | — | ||
| Q1 25 | $23.3M | — | ||
| Q4 24 | $39.7M | — | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $14.8M | — |
自由现金流率LSCCPACK
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 25.5% | — | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 19.4% | — | ||
| Q4 24 | 33.8% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 11.9% | — |
资本支出强度LSCCPACK
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 5.8% | — |
现金转化率LSCCPACK
| 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× | 3.56× |
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
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
