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莱迪思半导体（LSCC）与PAMT CORP（PAMT）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PAMT CORP的1.0倍（$145.8M vs $141.3M），莱迪思半导体净利率更高（-5.2% vs -20.7%，领先15.5%），莱迪思半导体同比增速更快（24.2% vs -15.1%），莱迪思半导体自由现金流更多（$44.0M vs $-25.0M），过去两年莱迪思半导体的营收复合增速更高（1.8% vs -12.0%）
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。
LSCC vs PAMT — 直观对比
营收规模更大
LSCC
是对方的1.0倍
$141.3M
营收增速更快
LSCC
高出39.3%
-15.1%
净利率更高
LSCC
高出15.5%
-20.7%
自由现金流更多
LSCC
多$69.0M
$-25.0M
两年增速更快
LSCC
近两年复合增速
-12.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $141.3M |
| 净利润 | $-7.6M | $-29.3M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 0.7% | -27.0% |
| 净利率 | -5.2% | -20.7% |
| 营收同比 | 24.2% | -15.1% |
| 净利润同比 | -146.3% | 7.4% |
| 每股收益（稀释后） | $-0.06 | $-1.38 |
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LSCCPAMT
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $141.3M | ||
| Q3 25 | $133.3M | $150.3M | ||
| Q2 25 | $124.0M | $151.1M | ||
| Q1 25 | $120.2M | $155.3M | ||
| Q4 24 | $117.4M | $166.5M | ||
| Q3 24 | $127.1M | $182.6M | ||
| Q2 24 | $124.1M | $182.9M |
净利润LSCCPAMT
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $-29.3M | ||
| Q3 25 | $2.8M | $-5.6M | ||
| Q2 25 | $2.9M | $-9.6M | ||
| Q1 25 | $5.0M | $-8.1M | ||
| Q4 24 | $16.5M | $-31.6M | ||
| Q3 24 | $7.2M | $2.4M | ||
| Q2 24 | $22.6M | $-2.9M |
毛利率LSCCPAMT
| 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LSCCPAMT
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | -27.0% | ||
| Q3 25 | -1.2% | -3.8% | ||
| Q2 25 | 3.8% | -7.3% | ||
| Q1 25 | 5.8% | -5.9% | ||
| Q4 24 | -10.4% | -22.6% | ||
| Q3 24 | 5.9% | 1.3% | ||
| Q2 24 | 18.2% | -0.4% |
净利率LSCCPAMT
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | -20.7% | ||
| Q3 25 | 2.1% | -3.7% | ||
| Q2 25 | 2.3% | -6.4% | ||
| Q1 25 | 4.2% | -5.2% | ||
| Q4 24 | 14.1% | -19.0% | ||
| Q3 24 | 5.7% | 1.3% | ||
| Q2 24 | 18.2% | -1.6% |
每股收益（稀释后）LSCCPAMT
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-1.38 | ||
| Q3 25 | $0.02 | $-0.27 | ||
| Q2 25 | $0.02 | $-0.46 | ||
| Q1 25 | $0.04 | $-0.37 | ||
| Q4 24 | $0.12 | $-1.44 | ||
| Q3 24 | $0.05 | $0.11 | ||
| Q2 24 | $0.16 | $-0.13 |
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 | $83.7M |
| 总债务越低越好 | — | $333.9M |
| 股东权益账面价值 | $714.1M | $210.5M |
| 总资产 | $883.1M | $697.9M |
| 负债/权益比越低杠杆越低 | — | 1.59× |
8季度趋势，按日历期对齐
现金及短期投资LSCCPAMT
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $83.7M | ||
| Q3 25 | $117.9M | $115.6M | ||
| Q2 25 | $107.2M | $117.3M | ||
| Q1 25 | $127.6M | $102.7M | ||
| Q4 24 | $136.3M | $110.7M | ||
| Q3 24 | $124.3M | $92.3M | ||
| Q2 24 | $109.2M | $114.0M |
总债务LSCCPAMT
| Q1 26 | — | — | ||
| Q4 25 | — | $333.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $325.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LSCCPAMT
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $210.5M | ||
| Q3 25 | $706.4M | $239.5M | ||
| Q2 25 | $687.0M | $244.9M | ||
| Q1 25 | $707.9M | $269.6M | ||
| Q4 24 | $710.9M | $277.5M | ||
| Q3 24 | $703.5M | $308.9M | ||
| Q2 24 | $698.8M | $306.7M |
总资产LSCCPAMT
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $697.9M | ||
| Q3 25 | $844.4M | $715.2M | ||
| Q2 25 | $808.6M | $707.9M | ||
| Q1 25 | $823.6M | $712.6M | ||
| Q4 24 | $843.9M | $741.7M | ||
| Q3 24 | $853.7M | $756.7M | ||
| Q2 24 | $827.5M | $733.5M |
负债/权益比LSCCPAMT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $-25.0M |
| 自由现金流率自由现金流/营收 | 30.2% | -17.7% |
| 资本支出强度资本支出/营收 | 9.3% | 13.6% |
| 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 | $132.6M | $-23.4M |
8季度趋势，按日历期对齐
经营现金流LSCCPAMT
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $-5.8M | ||
| Q3 25 | $47.1M | $5.9M | ||
| Q2 25 | $38.5M | $12.2M | ||
| Q1 25 | $31.9M | $5.0M | ||
| Q4 24 | $45.4M | $15.2M | ||
| Q3 24 | $44.0M | $15.5M | ||
| Q2 24 | $21.9M | $18.7M |
自由现金流LSCCPAMT
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $-25.0M | ||
| Q3 25 | $34.0M | $2.5M | ||
| Q2 25 | $31.3M | $5.9M | ||
| Q1 25 | $23.3M | $-6.8M | ||
| Q4 24 | $39.7M | $-39.9M | ||
| Q3 24 | $39.4M | $-33.6M | ||
| Q2 24 | $14.8M | $4.1M |
自由现金流率LSCCPAMT
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | -17.7% | ||
| Q3 25 | 25.5% | 1.7% | ||
| Q2 25 | 25.2% | 3.9% | ||
| Q1 25 | 19.4% | -4.4% | ||
| Q4 24 | 33.8% | -24.0% | ||
| Q3 24 | 31.0% | -18.4% | ||
| Q2 24 | 11.9% | 2.2% |
资本支出强度LSCCPAMT
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 13.6% | ||
| Q3 25 | 9.8% | 2.3% | ||
| Q2 25 | 5.8% | 4.2% | ||
| Q1 25 | 7.2% | 7.6% | ||
| Q4 24 | 4.9% | 33.1% | ||
| Q3 24 | 3.7% | 26.9% | ||
| Q2 24 | 5.8% | 8.0% |
现金转化率LSCCPAMT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | 6.44× | ||
| 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
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
PAMT
| Freight Transportation Service | $123.1M | 87% |
| Fuel Surcharge | $18.2M | 13% |
