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莱迪思半导体（LSCC）与Planet Labs PBC（PL）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Planet Labs PBC的1.8倍（$145.8M vs $81.3M），莱迪思半导体净利率更高（-5.2% vs -72.8%，领先67.6%），Planet Labs PBC同比增速更快（32.6% vs 9.3%），莱迪思半导体自由现金流更多（$44.0M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% 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。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
LSCC vs PL — 直观对比
营收规模更大
LSCC
是对方的1.8倍
$81.3M
营收增速更快
PL
高出23.3%
9.3%
净利率更高
LSCC
高出67.6%
-72.8%
自由现金流更多
LSCC
多$42.1M
$1.9M
两年增速更快
PL
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $81.3M |
| 净利润 | $-7.6M | $-59.2M |
| 毛利率 | 68.5% | 57.3% |
| 营业利润率 | 30.7% | -22.6% |
| 净利率 | -5.2% | -72.8% |
| 营收同比 | 9.3% | 32.6% |
| 净利润同比 | 14.6% | -194.7% |
| 每股收益（稀释后） | $-0.06 | $-0.19 |
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LSCCPL
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $81.3M | ||
| Q3 25 | $133.3M | $73.4M | ||
| Q2 25 | $124.0M | $66.3M | ||
| Q1 25 | $120.2M | $61.6M | ||
| Q4 24 | $117.4M | $61.3M | ||
| Q3 24 | $127.1M | $61.1M | ||
| Q2 24 | $124.1M | $60.4M |
净利润LSCCPL
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $-59.2M | ||
| Q3 25 | $2.8M | $-22.6M | ||
| Q2 25 | $2.9M | $-12.6M | ||
| Q1 25 | $5.0M | $-35.2M | ||
| Q4 24 | $16.5M | $-20.1M | ||
| Q3 24 | $7.2M | $-38.7M | ||
| Q2 24 | $22.6M | $-29.3M |
毛利率LSCCPL
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 57.3% | ||
| Q3 25 | 67.9% | 57.6% | ||
| Q2 25 | 68.4% | 55.2% | ||
| Q1 25 | 68.0% | 62.1% | ||
| Q4 24 | 61.1% | 61.2% | ||
| Q3 24 | 69.0% | 52.9% | ||
| Q2 24 | 68.3% | 52.4% |
营业利润率LSCCPL
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | -22.6% | ||
| Q3 25 | -1.2% | -24.5% | ||
| Q2 25 | 3.8% | -34.4% | ||
| Q1 25 | 5.8% | -31.5% | ||
| Q4 24 | -10.4% | -36.9% | ||
| Q3 24 | 5.9% | -64.8% | ||
| Q2 24 | 18.2% | -57.2% |
净利率LSCCPL
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | -72.8% | ||
| Q3 25 | 2.1% | -30.8% | ||
| Q2 25 | 2.3% | -19.1% | ||
| Q1 25 | 4.2% | -57.1% | ||
| Q4 24 | 14.1% | -32.8% | ||
| Q3 24 | 5.7% | -63.3% | ||
| Q2 24 | 18.2% | -48.5% |
每股收益（稀释后）LSCCPL
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-0.19 | ||
| Q3 25 | $0.02 | $-0.07 | ||
| Q2 25 | $0.02 | $-0.04 | ||
| Q1 25 | $0.04 | $-0.12 | ||
| Q4 24 | $0.12 | $-0.07 | ||
| Q3 24 | $0.05 | $-0.13 | ||
| Q2 24 | $0.16 | $-0.10 |
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 | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $349.6M |
| 总资产 | — | $1.1B |
| 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LSCCPL
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $443.3M | ||
| Q3 25 | $117.9M | $181.1M | ||
| Q2 25 | $107.2M | $133.5M | ||
| Q1 25 | $127.6M | $118.0M | ||
| Q4 24 | $136.3M | $139.0M | ||
| Q3 24 | $124.3M | $148.3M | ||
| Q2 24 | $109.2M | $107.4M |
股东权益LSCCPL
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $349.6M | ||
| Q3 25 | $706.4M | $435.7M | ||
| Q2 25 | $687.0M | $444.8M | ||
| Q1 25 | $707.9M | $441.3M | ||
| Q4 24 | $710.9M | $464.6M | ||
| Q3 24 | $703.5M | $473.2M | ||
| Q2 24 | $698.8M | $500.3M |
总资产LSCCPL
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $844.4M | $696.4M | ||
| Q2 25 | $808.6M | $658.4M | ||
| Q1 25 | $823.6M | $633.8M | ||
| Q4 24 | $843.9M | $630.8M | ||
| Q3 24 | $853.7M | $658.4M | ||
| Q2 24 | $827.5M | $674.6M |
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 | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $1.9M |
| 自由现金流率自由现金流/营收 | 30.2% | 2.3% |
| 资本支出强度资本支出/营收 | — | 32.9% |
| 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 | $40.7M |
8季度趋势，按日历期对齐
经营现金流LSCCPL
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $28.6M | ||
| Q3 25 | $47.1M | $67.8M | ||
| Q2 25 | $38.5M | $17.3M | ||
| Q1 25 | $31.9M | $-6.3M | ||
| Q4 24 | $45.4M | $4.1M | ||
| Q3 24 | $44.0M | $-7.9M | ||
| Q2 24 | $21.9M | $-4.3M |
自由现金流LSCCPL
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $1.9M | ||
| Q3 25 | $34.0M | $47.5M | ||
| Q2 25 | $31.3M | $9.2M | ||
| Q1 25 | $23.3M | $-17.9M | ||
| Q4 24 | $39.7M | $-3.6M | ||
| Q3 24 | $39.4M | $-23.0M | ||
| Q2 24 | $14.8M | $-14.2M |
自由现金流率LSCCPL
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 25.5% | 64.7% | ||
| Q2 25 | 25.2% | 13.9% | ||
| Q1 25 | 19.4% | -29.1% | ||
| Q4 24 | 33.8% | -5.8% | ||
| Q3 24 | 31.0% | -37.6% | ||
| Q2 24 | 11.9% | -23.6% |
资本支出强度LSCCPL
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 32.9% | ||
| Q3 25 | 9.8% | 27.6% | ||
| Q2 25 | 5.8% | 12.3% | ||
| Q1 25 | 7.2% | 18.9% | ||
| Q4 24 | 4.9% | 12.5% | ||
| Q3 24 | 3.7% | 24.8% | ||
| Q2 24 | 5.8% | 16.4% |
现金转化率LSCCPL
| 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
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
