vs
莱迪思半导体（LSCC）与PUMA BIOTECHNOLOGY, INC.（PBYI）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PUMA BIOTECHNOLOGY, INC.的1.9倍（$145.8M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 9.3%），莱迪思半导体自由现金流更多（$44.0M vs $14.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% 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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
LSCC vs PBYI — 直观对比
营收规模更大
LSCC
是对方的1.9倍
$75.5M
营收增速更快
PBYI
高出18.4%
9.3%
自由现金流更多
LSCC
多$29.6M
$14.4M
两年增速更快
PBYI
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $75.5M |
| 净利润 | $-7.6M | — |
| 毛利率 | 68.5% | 69.3% |
| 营业利润率 | 30.7% | 22.7% |
| 净利率 | -5.2% | — |
| 营收同比 | 9.3% | 27.7% |
| 净利润同比 | 14.6% | — |
| 每股收益（稀释后） | $-0.06 | $0.26 |
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LSCCPBYI
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $75.5M | ||
| Q3 25 | $133.3M | $54.5M | ||
| Q2 25 | $124.0M | $52.4M | ||
| Q1 25 | $120.2M | $46.0M | ||
| Q4 24 | $117.4M | $59.1M | ||
| Q3 24 | $127.1M | $80.5M | ||
| Q2 24 | $124.1M | $47.1M |
净利润LSCCPBYI
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.8M | $8.8M | ||
| Q2 25 | $2.9M | $5.9M | ||
| Q1 25 | $5.0M | $3.0M | ||
| Q4 24 | $16.5M | — | ||
| Q3 24 | $7.2M | $20.3M | ||
| Q2 24 | $22.6M | $-4.5M |
毛利率LSCCPBYI
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 69.3% | ||
| Q3 25 | 67.9% | 77.7% | ||
| Q2 25 | 68.4% | 76.5% | ||
| Q1 25 | 68.0% | 77.1% | ||
| Q4 24 | 61.1% | 76.4% | ||
| Q3 24 | 69.0% | 63.9% | ||
| Q2 24 | 68.3% | 77.4% |
营业利润率LSCCPBYI
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 22.7% | ||
| Q3 25 | -1.2% | 17.6% | ||
| Q2 25 | 3.8% | 12.7% | ||
| Q1 25 | 5.8% | 8.7% | ||
| Q4 24 | -10.4% | 22.6% | ||
| Q3 24 | 5.9% | 27.4% | ||
| Q2 24 | 18.2% | -4.6% |
净利率LSCCPBYI
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.1% | 16.2% | ||
| Q2 25 | 2.3% | 11.2% | ||
| Q1 25 | 4.2% | 6.5% | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 5.7% | 25.2% | ||
| Q2 24 | 18.2% | -9.6% |
每股收益（稀释后）LSCCPBYI
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $0.26 | ||
| Q3 25 | $0.02 | $0.17 | ||
| Q2 25 | $0.02 | $0.12 | ||
| Q1 25 | $0.04 | $0.06 | ||
| Q4 24 | $0.12 | $0.40 | ||
| Q3 24 | $0.05 | $0.41 | ||
| Q2 24 | $0.16 | $-0.09 |
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 | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $714.1M | $130.3M |
| 总资产 | — | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资LSCCPBYI
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $97.5M | ||
| Q3 25 | $117.9M | $94.4M | ||
| Q2 25 | $107.2M | $96.0M | ||
| Q1 25 | $127.6M | $93.2M | ||
| Q4 24 | $136.3M | $101.0M | ||
| Q3 24 | $124.3M | $96.7M | ||
| Q2 24 | $109.2M | $96.8M |
总债务LSCCPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M |
股东权益LSCCPBYI
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $130.3M | ||
| Q3 25 | $706.4M | $115.3M | ||
| Q2 25 | $687.0M | $104.7M | ||
| Q1 25 | $707.9M | $97.1M | ||
| Q4 24 | $710.9M | $92.1M | ||
| Q3 24 | $703.5M | $71.1M | ||
| Q2 24 | $698.8M | $48.5M |
总资产LSCCPBYI
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $216.3M | ||
| Q3 25 | $844.4M | $202.9M | ||
| Q2 25 | $808.6M | $194.9M | ||
| Q1 25 | $823.6M | $196.2M | ||
| Q4 24 | $843.9M | $213.3M | ||
| Q3 24 | $853.7M | $220.7M | ||
| Q2 24 | $827.5M | $205.0M |
负债/权益比LSCCPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× |
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 | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $14.4M |
| 自由现金流率自由现金流/营收 | 30.2% | 19.1% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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 | $41.7M |
8季度趋势，按日历期对齐
经营现金流LSCCPBYI
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $14.4M | ||
| Q3 25 | $47.1M | $9.7M | ||
| Q2 25 | $38.5M | $14.1M | ||
| Q1 25 | $31.9M | $3.6M | ||
| Q4 24 | $45.4M | $15.6M | ||
| Q3 24 | $44.0M | $11.0M | ||
| Q2 24 | $21.9M | $1.0M |
自由现金流LSCCPBYI
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $14.4M | ||
| Q3 25 | $34.0M | $9.7M | ||
| Q2 25 | $31.3M | $14.1M | ||
| Q1 25 | $23.3M | $3.6M | ||
| Q4 24 | $39.7M | $15.6M | ||
| Q3 24 | $39.4M | $11.0M | ||
| Q2 24 | $14.8M | $1.0M |
自由现金流率LSCCPBYI
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 19.1% | ||
| Q3 25 | 25.5% | 17.7% | ||
| Q2 25 | 25.2% | 26.8% | ||
| Q1 25 | 19.4% | 7.7% | ||
| Q4 24 | 33.8% | 26.4% | ||
| Q3 24 | 31.0% | 13.7% | ||
| Q2 24 | 11.9% | 2.1% |
资本支出强度LSCCPBYI
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 0.0% | ||
| Q3 25 | 9.8% | 0.0% | ||
| Q2 25 | 5.8% | 0.0% | ||
| Q1 25 | 7.2% | 0.1% | ||
| Q4 24 | 4.9% | 0.0% | ||
| Q3 24 | 3.7% | 0.0% | ||
| Q2 24 | 5.8% | 0.0% |
现金转化率LSCCPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | 1.10× | ||
| Q2 25 | 13.23× | 2.41× | ||
| Q1 25 | 6.35× | 1.21× | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | 0.54× | ||
| 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
