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莱迪思半导体(LSCC)与PEOPLES BANCORP INC(PEBO)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PEOPLES BANCORP INC的1.2倍($145.8M vs $118.7M),PEOPLES BANCORP INC净利率更高(24.4% vs -5.2%,领先29.7%),过去两年PEOPLES BANCORP INC的营收复合增速更高(3.7% vs 1.8%)
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。
该公司是总部位于美国明尼苏达州明尼阿波利斯、在特拉华州注册的美国跨国银行机构。截至2025年,它是美国第五大银行,同时也是美国中西部规模最大的银行,被金融稳定委员会认定为具有系统重要性的金融机构。它主营银行、投资、抵押贷款等相关金融业务。
LSCC vs PEBO — 直观对比
营收规模更大
LSCC
是对方的1.2倍
$118.7M
净利率更高
PEBO
高出29.7%
-5.2%
两年增速更快
PEBO
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $145.8M | $118.7M |
| 净利润 | $-7.6M | $29.0M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 0.7% | — |
| 净利率 | -5.2% | 24.4% |
| 营收同比 | 24.2% | — |
| 净利润同比 | -146.3% | -8.7% |
| 每股收益(稀释后) | $-0.06 | $0.81 |
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
LSCC
PEBO
| Q1 26 | $145.8M | $118.7M | ||
| Q4 25 | — | $117.3M | ||
| Q3 25 | $133.3M | $115.2M | ||
| Q2 25 | $124.0M | $114.5M | ||
| Q1 25 | $120.2M | $112.4M | ||
| Q4 24 | $117.4M | $111.6M | ||
| Q3 24 | $127.1M | $113.7M | ||
| Q2 24 | $124.1M | $110.3M |
净利润
LSCC
PEBO
| Q1 26 | $-7.6M | $29.0M | ||
| Q4 25 | — | $31.8M | ||
| Q3 25 | $2.8M | $29.5M | ||
| Q2 25 | $2.9M | $21.2M | ||
| Q1 25 | $5.0M | $24.3M | ||
| Q4 24 | $16.5M | $26.9M | ||
| Q3 24 | $7.2M | $31.7M | ||
| Q2 24 | $22.6M | $29.0M |
毛利率
LSCC
PEBO
| 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
LSCC
PEBO
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 32.4% | ||
| Q3 25 | -1.2% | 33.0% | ||
| Q2 25 | 3.8% | 24.0% | ||
| Q1 25 | 5.8% | 27.9% | ||
| Q4 24 | -10.4% | 31.2% | ||
| Q3 24 | 5.9% | 36.0% | ||
| Q2 24 | 18.2% | 32.5% |
净利率
LSCC
PEBO
| Q1 26 | -5.2% | 24.4% | ||
| Q4 25 | — | 27.1% | ||
| Q3 25 | 2.1% | 25.6% | ||
| Q2 25 | 2.3% | 18.5% | ||
| Q1 25 | 4.2% | 21.7% | ||
| Q4 24 | 14.1% | 24.1% | ||
| Q3 24 | 5.7% | 27.9% | ||
| Q2 24 | 18.2% | 26.3% |
每股收益(稀释后)
LSCC
PEBO
| Q1 26 | $-0.06 | $0.81 | ||
| Q4 25 | — | $0.89 | ||
| Q3 25 | $0.02 | $0.83 | ||
| Q2 25 | $0.02 | $0.59 | ||
| Q1 25 | $0.04 | $0.68 | ||
| Q4 24 | $0.12 | $0.76 | ||
| Q3 24 | $0.05 | $0.89 | ||
| Q2 24 | $0.16 | $0.82 |
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 | $82.9M |
| 总债务越低越好 | — | $691.3M |
| 股东权益账面价值 | $714.1M | $1.2B |
| 总资产 | $883.1M | $9.6B |
| 负债/权益比越低杠杆越低 | — | 0.57× |
8季度趋势,按日历期对齐
现金及短期投资
LSCC
PEBO
| Q1 26 | $133.9M | $82.9M | ||
| Q4 25 | — | $189.0M | ||
| Q3 25 | $117.9M | $190.2M | ||
| Q2 25 | $107.2M | $186.1M | ||
| Q1 25 | $127.6M | $187.0M | ||
| Q4 24 | $136.3M | $217.7M | ||
| Q3 24 | $124.3M | $283.7M | ||
| Q2 24 | $109.2M | $235.9M |
总债务
LSCC
PEBO
| Q1 26 | — | $691.3M | ||
| Q4 25 | — | $204.1M | ||
| Q3 25 | — | $227.3M | ||
| Q2 25 | — | $232.4M | ||
| Q1 25 | — | $237.0M | ||
| Q4 24 | — | $238.1M | ||
| Q3 24 | — | $236.8M | ||
| Q2 24 | — | $234.3M |
股东权益
LSCC
PEBO
| Q1 26 | $714.1M | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $706.4M | $1.2B | ||
| Q2 25 | $687.0M | $1.2B | ||
| Q1 25 | $707.9M | $1.1B | ||
| Q4 24 | $710.9M | $1.1B | ||
| Q3 24 | $703.5M | $1.1B | ||
| Q2 24 | $698.8M | $1.1B |
总资产
LSCC
PEBO
| Q1 26 | $883.1M | $9.6B | ||
| Q4 25 | — | $9.6B | ||
| Q3 25 | $844.4M | $9.6B | ||
| Q2 25 | $808.6M | $9.5B | ||
| Q1 25 | $823.6M | $9.2B | ||
| Q4 24 | $843.9M | $9.3B | ||
| Q3 24 | $853.7M | $9.1B | ||
| Q2 24 | $827.5M | $9.2B |
负债/权益比
LSCC
PEBO
| Q1 26 | — | 0.57× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| 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 | — |
| 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 | 9.3% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
LSCC
PEBO
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $134.7M | ||
| Q3 25 | $47.1M | $14.4M | ||
| Q2 25 | $38.5M | $50.7M | ||
| Q1 25 | $31.9M | $34.3M | ||
| Q4 24 | $45.4M | $143.2M | ||
| Q3 24 | $44.0M | $34.1M | ||
| Q2 24 | $21.9M | $32.1M |
自由现金流
LSCC
PEBO
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $128.7M | ||
| Q3 25 | $34.0M | $12.7M | ||
| Q2 25 | $31.3M | $49.2M | ||
| Q1 25 | $23.3M | $31.5M | ||
| Q4 24 | $39.7M | $136.4M | ||
| Q3 24 | $39.4M | $33.2M | ||
| Q2 24 | $14.8M | $30.2M |
自由现金流率
LSCC
PEBO
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 109.7% | ||
| Q3 25 | 25.5% | 11.0% | ||
| Q2 25 | 25.2% | 43.0% | ||
| Q1 25 | 19.4% | 28.1% | ||
| Q4 24 | 33.8% | 122.2% | ||
| Q3 24 | 31.0% | 29.2% | ||
| Q2 24 | 11.9% | 27.4% |
资本支出强度
LSCC
PEBO
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | 9.8% | 1.5% | ||
| Q2 25 | 5.8% | 1.3% | ||
| Q1 25 | 7.2% | 2.4% | ||
| Q4 24 | 4.9% | 6.1% | ||
| Q3 24 | 3.7% | 0.8% | ||
| Q2 24 | 5.8% | 1.7% |
现金转化率
LSCC
PEBO
| Q1 26 | — | — | ||
| Q4 25 | — | 4.24× | ||
| Q3 25 | 16.86× | 0.49× | ||
| Q2 25 | 13.23× | 2.39× | ||
| Q1 25 | 6.35× | 1.41× | ||
| Q4 24 | 2.75× | 5.32× | ||
| Q3 24 | 6.12× | 1.08× | ||
| Q2 24 | 0.97× | 1.11× |
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% |
PEBO
| Net Interest Income | $90.4M | 76% |
| Noninterest Income | $28.3M | 24% |