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莱迪思半导体（LSCC）与Palomar Holdings, Inc.（PLMR）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是莱迪思半导体的1.7倍（$253.4M vs $145.8M），Palomar Holdings, Inc.同比增速更快（62.7% vs 9.3%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $44.0M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% 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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
LSCC vs PLMR — 直观对比
营收规模更大
PLMR
是对方的1.7倍
$145.8M
营收增速更快
PLMR
高出53.4%
9.3%
自由现金流更多
PLMR
多$365.0M
$44.0M
两年增速更快
PLMR
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $253.4M |
| 净利润 | $-7.6M | — |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | 28.7% |
| 净利率 | -5.2% | — |
| 营收同比 | 9.3% | 62.7% |
| 净利润同比 | 14.6% | — |
| 每股收益（稀释后） | $-0.06 | $2.05 |
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LSCCPLMR
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $253.4M | ||
| Q3 25 | $133.3M | $244.7M | ||
| Q2 25 | $124.0M | $203.3M | ||
| Q1 25 | $120.2M | $174.6M | ||
| Q4 24 | $117.4M | $155.8M | ||
| Q3 24 | $127.1M | $148.5M | ||
| Q2 24 | $124.1M | $131.1M |
净利润LSCCPLMR
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.8M | $51.5M | ||
| Q2 25 | $2.9M | $46.5M | ||
| Q1 25 | $5.0M | $42.9M | ||
| Q4 24 | $16.5M | — | ||
| Q3 24 | $7.2M | $30.5M | ||
| Q2 24 | $22.6M | $25.7M |
毛利率LSCCPLMR
| 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LSCCPLMR
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 28.7% | ||
| Q3 25 | -1.2% | 27.4% | ||
| Q2 25 | 3.8% | 29.5% | ||
| Q1 25 | 5.8% | 30.8% | ||
| Q4 24 | -10.4% | 28.9% | ||
| Q3 24 | 5.9% | 25.9% | ||
| Q2 24 | 18.2% | 25.5% |
净利率LSCCPLMR
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.1% | 21.0% | ||
| Q2 25 | 2.3% | 22.9% | ||
| Q1 25 | 4.2% | 24.6% | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 5.7% | 20.5% | ||
| Q2 24 | 18.2% | 19.6% |
每股收益（稀释后）LSCCPLMR
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $2.05 | ||
| Q3 25 | $0.02 | $1.87 | ||
| Q2 25 | $0.02 | $1.68 | ||
| Q1 25 | $0.04 | $1.57 | ||
| Q4 24 | $0.12 | $1.29 | ||
| Q3 24 | $0.05 | $1.15 | ||
| Q2 24 | $0.16 | $1.00 |
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 | $106.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $942.7M |
| 总资产 | — | $3.1B |
| 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LSCCPLMR
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $106.9M | ||
| Q3 25 | $117.9M | $111.7M | ||
| Q2 25 | $107.2M | $81.3M | ||
| Q1 25 | $127.6M | $119.3M | ||
| Q4 24 | $136.3M | $80.4M | ||
| Q3 24 | $124.3M | $86.5M | ||
| Q2 24 | $109.2M | $47.8M |
股东权益LSCCPLMR
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $942.7M | ||
| Q3 25 | $706.4M | $878.1M | ||
| Q2 25 | $687.0M | $847.2M | ||
| Q1 25 | $707.9M | $790.4M | ||
| Q4 24 | $710.9M | $729.0M | ||
| Q3 24 | $703.5M | $703.3M | ||
| Q2 24 | $698.8M | $532.6M |
总资产LSCCPLMR
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | $844.4M | $2.9B | ||
| Q2 25 | $808.6M | $2.8B | ||
| Q1 25 | $823.6M | $2.4B | ||
| Q4 24 | $843.9M | $2.3B | ||
| Q3 24 | $853.7M | $2.3B | ||
| Q2 24 | $827.5M | $2.0B |
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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $409.0M |
| 自由现金流率自由现金流/营收 | 30.2% | 161.4% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | $700.6M |
8季度趋势，按日历期对齐
经营现金流LSCCPLMR
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $409.1M | ||
| Q3 25 | $47.1M | $83.6M | ||
| Q2 25 | $38.5M | $120.9M | ||
| Q1 25 | $31.9M | $87.2M | ||
| Q4 24 | $45.4M | $261.2M | ||
| Q3 24 | $44.0M | $100.3M | ||
| Q2 24 | $21.9M | $55.1M |
自由现金流LSCCPLMR
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $409.0M | ||
| Q3 25 | $34.0M | $83.6M | ||
| Q2 25 | $31.3M | $120.8M | ||
| Q1 25 | $23.3M | $87.1M | ||
| Q4 24 | $39.7M | $260.9M | ||
| Q3 24 | $39.4M | $100.1M | ||
| Q2 24 | $14.8M | — |
自由现金流率LSCCPLMR
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 161.4% | ||
| Q3 25 | 25.5% | 34.2% | ||
| Q2 25 | 25.2% | 59.4% | ||
| Q1 25 | 19.4% | 49.9% | ||
| Q4 24 | 33.8% | 167.5% | ||
| Q3 24 | 31.0% | 67.4% | ||
| Q2 24 | 11.9% | — |
资本支出强度LSCCPLMR
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | 9.8% | 0.0% | ||
| Q2 25 | 5.8% | 0.0% | ||
| Q1 25 | 7.2% | 0.0% | ||
| Q4 24 | 4.9% | 0.2% | ||
| Q3 24 | 3.7% | 0.1% | ||
| Q2 24 | 5.8% | 0.0% |
现金转化率LSCCPLMR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | 1.63× | ||
| Q2 25 | 13.23× | 2.60× | ||
| Q1 25 | 6.35× | 2.03× | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | 3.29× | ||
| Q2 24 | 0.97× | 2.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
