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莱迪思半导体（LSCC）与通用动力（PLOW）财务数据对比。点击上方公司名可切换其他公司
通用动力的季度营收约是莱迪思半导体的1.3倍（$184.5M vs $145.8M），通用动力净利率更高（7.0% vs -5.2%，领先12.2%），通用动力同比增速更快（28.6% vs 9.3%），通用动力自由现金流更多（$92.8M vs $44.0M），过去两年通用动力的营收复合增速更高（38.9% 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。
通用动力公司是总部位于美国弗吉尼亚州雷斯顿的工业与科技企业，核心业务是研发制造各类先进军用装备，产品包括核潜艇、主战坦克、装甲战车等，同时也生产民用湾流公务机，并提供信息技术服务，是美国联邦政府前五大国防承包商之一。
LSCC vs PLOW — 直观对比
营收规模更大
PLOW
是对方的1.3倍
$145.8M
营收增速更快
PLOW
高出19.3%
9.3%
净利率更高
PLOW
高出12.2%
-5.2%
自由现金流更多
PLOW
多$48.9M
$44.0M
两年增速更快
PLOW
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $184.5M |
| 净利润 | $-7.6M | $12.8M |
| 毛利率 | 68.5% | 26.1% |
| 营业利润率 | 30.7% | 10.5% |
| 净利率 | -5.2% | 7.0% |
| 营收同比 | 9.3% | 28.6% |
| 净利润同比 | 14.6% | 62.3% |
| 每股收益（稀释后） | $-0.06 | $0.54 |
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LSCCPLOW
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $184.5M | ||
| Q3 25 | $133.3M | $162.1M | ||
| Q2 25 | $124.0M | $194.3M | ||
| Q1 25 | $120.2M | $115.1M | ||
| Q4 24 | $117.4M | $143.5M | ||
| Q3 24 | $127.1M | $129.4M | ||
| Q2 24 | $124.1M | $199.9M |
净利润LSCCPLOW
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $12.8M | ||
| Q3 25 | $2.8M | $8.0M | ||
| Q2 25 | $2.9M | $26.0M | ||
| Q1 25 | $5.0M | $148.0K | ||
| Q4 24 | $16.5M | $7.9M | ||
| Q3 24 | $7.2M | $32.3M | ||
| Q2 24 | $22.6M | $24.3M |
毛利率LSCCPLOW
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 26.1% | ||
| Q3 25 | 67.9% | 23.5% | ||
| Q2 25 | 68.4% | 31.0% | ||
| Q1 25 | 68.0% | 24.5% | ||
| Q4 24 | 61.1% | 24.9% | ||
| Q3 24 | 69.0% | 23.9% | ||
| Q2 24 | 68.3% | 30.7% |
营业利润率LSCCPLOW
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 10.5% | ||
| Q3 25 | -1.2% | 8.7% | ||
| Q2 25 | 3.8% | 19.0% | ||
| Q1 25 | 5.8% | 2.8% | ||
| Q4 24 | -10.4% | 9.0% | ||
| Q3 24 | 5.9% | 35.4% | ||
| Q2 24 | 18.2% | 18.2% |
净利率LSCCPLOW
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 7.0% | ||
| Q3 25 | 2.1% | 4.9% | ||
| Q2 25 | 2.3% | 13.4% | ||
| Q1 25 | 4.2% | 0.1% | ||
| Q4 24 | 14.1% | 5.5% | ||
| Q3 24 | 5.7% | 24.9% | ||
| Q2 24 | 18.2% | 12.2% |
每股收益（稀释后）LSCCPLOW
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $0.54 | ||
| Q3 25 | $0.02 | $0.33 | ||
| Q2 25 | $0.02 | $1.09 | ||
| Q1 25 | $0.04 | $0.00 | ||
| Q4 24 | $0.12 | $0.35 | ||
| Q3 24 | $0.05 | $1.36 | ||
| Q2 24 | $0.16 | $1.02 |
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 | — |
| 总债务越低越好 | — | $144.0M |
| 股东权益账面价值 | $714.1M | $281.4M |
| 总资产 | — | $626.7M |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资LSCCPLOW
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $117.9M | — | ||
| Q2 25 | $107.2M | — | ||
| Q1 25 | $127.6M | — | ||
| Q4 24 | $136.3M | — | ||
| Q3 24 | $124.3M | — | ||
| Q2 24 | $109.2M | — |
总债务LSCCPLOW
| Q1 26 | — | — | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LSCCPLOW
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $281.4M | ||
| Q3 25 | $706.4M | $275.3M | ||
| Q2 25 | $687.0M | $273.3M | ||
| Q1 25 | $707.9M | $258.9M | ||
| Q4 24 | $710.9M | $264.2M | ||
| Q3 24 | $703.5M | $260.8M | ||
| Q2 24 | $698.8M | $236.7M |
总资产LSCCPLOW
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $626.7M | ||
| Q3 25 | $844.4M | $694.9M | ||
| Q2 25 | $808.6M | $671.5M | ||
| Q1 25 | $823.6M | $621.0M | ||
| Q4 24 | $843.9M | $590.0M | ||
| Q3 24 | $853.7M | $665.6M | ||
| Q2 24 | $827.5M | $617.0M |
负债/权益比LSCCPLOW
| Q1 26 | — | — | ||
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.56× | ||
| 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 | $95.9M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $92.8M |
| 自由现金流率自由现金流/营收 | 30.2% | 50.3% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | — | 7.47× |
| 过去12个月自由现金流最近4个季度 | $153.3M | $63.6M |
8季度趋势，按日历期对齐
经营现金流LSCCPLOW
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $95.9M | ||
| Q3 25 | $47.1M | $-8.5M | ||
| Q2 25 | $38.5M | $-11.4M | ||
| Q1 25 | $31.9M | $-1.3M | ||
| Q4 24 | $45.4M | $74.4M | ||
| Q3 24 | $44.0M | $-14.2M | ||
| Q2 24 | $21.9M | $2.5M |
自由现金流LSCCPLOW
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $92.8M | ||
| Q3 25 | $34.0M | $-11.4M | ||
| Q2 25 | $31.3M | $-14.3M | ||
| Q1 25 | $23.3M | $-3.5M | ||
| Q4 24 | $39.7M | $70.2M | ||
| Q3 24 | $39.4M | $-15.2M | ||
| Q2 24 | $14.8M | $836.0K |
自由现金流率LSCCPLOW
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 50.3% | ||
| Q3 25 | 25.5% | -7.1% | ||
| Q2 25 | 25.2% | -7.4% | ||
| Q1 25 | 19.4% | -3.0% | ||
| Q4 24 | 33.8% | 48.9% | ||
| Q3 24 | 31.0% | -11.8% | ||
| Q2 24 | 11.9% | 0.4% |
资本支出强度LSCCPLOW
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | 9.8% | 1.8% | ||
| Q2 25 | 5.8% | 1.5% | ||
| Q1 25 | 7.2% | 1.9% | ||
| Q4 24 | 4.9% | 2.9% | ||
| Q3 24 | 3.7% | 0.8% | ||
| Q2 24 | 5.8% | 0.8% |
现金转化率LSCCPLOW
| Q1 26 | — | — | ||
| Q4 25 | — | 7.47× | ||
| Q3 25 | 16.86× | -1.07× | ||
| Q2 25 | 13.23× | -0.44× | ||
| Q1 25 | 6.35× | -9.03× | ||
| Q4 24 | 2.75× | 9.41× | ||
| Q3 24 | 6.12× | -0.44× | ||
| Q2 24 | 0.97× | 0.10× |
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
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
