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莱迪思半导体(LSCC)与PREFORMED LINE PRODUCTS CO(PLPC)财务数据对比。点击上方公司名可切换其他公司
PREFORMED LINE PRODUCTS CO的季度营收约是莱迪思半导体的1.2倍($173.1M vs $145.8M),PREFORMED LINE PRODUCTS CO净利率更高(4.9% vs -5.2%,领先10.1%),莱迪思半导体同比增速更快(9.3% vs 3.6%),莱迪思半导体自由现金流更多($44.0M vs $11.8M),过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高(10.8% 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。
预成型线路产品公司(PLPC)研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件,服务全球多地的公用事业、网络运营商及工业客户,提供可提升网络可靠性与运营效率的解决方案。
LSCC vs PLPC — 直观对比
营收规模更大
PLPC
是对方的1.2倍
$145.8M
营收增速更快
LSCC
高出5.7%
3.6%
净利率更高
PLPC
高出10.1%
-5.2%
自由现金流更多
LSCC
多$32.2M
$11.8M
两年增速更快
PLPC
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $145.8M | $173.1M |
| 净利润 | $-7.6M | $8.4M |
| 毛利率 | 68.5% | 29.8% |
| 营业利润率 | 30.7% | 6.8% |
| 净利率 | -5.2% | 4.9% |
| 营收同比 | 9.3% | 3.6% |
| 净利润同比 | 14.6% | -19.3% |
| 每股收益(稀释后) | $-0.06 | $1.72 |
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
PLPC
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $173.1M | ||
| Q3 25 | $133.3M | $178.1M | ||
| Q2 25 | $124.0M | $169.6M | ||
| Q1 25 | $120.2M | $148.5M | ||
| Q4 24 | $117.4M | $167.1M | ||
| Q3 24 | $127.1M | $147.0M | ||
| Q2 24 | $124.1M | $138.7M |
净利润
LSCC
PLPC
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $8.4M | ||
| Q3 25 | $2.8M | $2.6M | ||
| Q2 25 | $2.9M | $12.7M | ||
| Q1 25 | $5.0M | $11.5M | ||
| Q4 24 | $16.5M | $10.5M | ||
| Q3 24 | $7.2M | $7.7M | ||
| Q2 24 | $22.6M | $9.4M |
毛利率
LSCC
PLPC
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | 67.9% | 29.7% | ||
| Q2 25 | 68.4% | 32.7% | ||
| Q1 25 | 68.0% | 32.8% | ||
| Q4 24 | 61.1% | 33.3% | ||
| Q3 24 | 69.0% | 31.1% | ||
| Q2 24 | 68.3% | 31.9% |
营业利润率
LSCC
PLPC
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | -1.2% | 7.4% | ||
| Q2 25 | 3.8% | 10.1% | ||
| Q1 25 | 5.8% | 8.8% | ||
| Q4 24 | -10.4% | 10.5% | ||
| Q3 24 | 5.9% | 7.1% | ||
| Q2 24 | 18.2% | 8.1% |
净利率
LSCC
PLPC
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | 2.1% | 1.5% | ||
| Q2 25 | 2.3% | 7.5% | ||
| Q1 25 | 4.2% | 7.8% | ||
| Q4 24 | 14.1% | 6.3% | ||
| Q3 24 | 5.7% | 5.2% | ||
| Q2 24 | 18.2% | 6.8% |
每股收益(稀释后)
LSCC
PLPC
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $1.72 | ||
| Q3 25 | $0.02 | $0.53 | ||
| Q2 25 | $0.02 | $2.56 | ||
| Q1 25 | $0.04 | $2.33 | ||
| Q4 24 | $0.12 | $2.13 | ||
| Q3 24 | $0.05 | $1.54 | ||
| Q2 24 | $0.16 | $1.89 |
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 | — | $38.3M |
| 股东权益账面价值 | $714.1M | $475.5M |
| 总资产 | — | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势,按日历期对齐
现金及短期投资
LSCC
PLPC
| 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
LSCC
PLPC
| Q1 26 | — | — | ||
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
股东权益
LSCC
PLPC
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $475.5M | ||
| Q3 25 | $706.4M | $466.3M | ||
| Q2 25 | $687.0M | $460.7M | ||
| Q1 25 | $707.9M | $435.8M | ||
| Q4 24 | $710.9M | $422.3M | ||
| Q3 24 | $703.5M | $429.0M | ||
| Q2 24 | $698.8M | $416.2M |
总资产
LSCC
PLPC
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $653.6M | ||
| Q3 25 | $844.4M | $644.6M | ||
| Q2 25 | $808.6M | $631.5M | ||
| Q1 25 | $823.6M | $592.5M | ||
| Q4 24 | $843.9M | $573.9M | ||
| Q3 24 | $853.7M | $592.0M | ||
| Q2 24 | $827.5M | $572.6M |
负债/权益比
LSCC
PLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $11.8M |
| 自由现金流率自由现金流/营收 | 30.2% | 6.8% |
| 资本支出强度资本支出/营收 | — | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.60× |
| 过去12个月自由现金流最近4个季度 | $153.3M | $33.3M |
8季度趋势,按日历期对齐
经营现金流
LSCC
PLPC
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $21.9M | ||
| Q3 25 | $47.1M | $18.9M | ||
| Q2 25 | $38.5M | $26.9M | ||
| Q1 25 | $31.9M | $5.7M | ||
| Q4 24 | $45.4M | $24.1M | ||
| Q3 24 | $44.0M | $9.4M | ||
| Q2 24 | $21.9M | $28.3M |
自由现金流
LSCC
PLPC
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $11.8M | ||
| Q3 25 | $34.0M | $8.3M | ||
| Q2 25 | $31.3M | $18.6M | ||
| Q1 25 | $23.3M | $-5.3M | ||
| Q4 24 | $39.7M | $20.6M | ||
| Q3 24 | $39.4M | $5.8M | ||
| Q2 24 | $14.8M | $24.6M |
自由现金流率
LSCC
PLPC
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | 25.5% | 4.7% | ||
| Q2 25 | 25.2% | 10.9% | ||
| Q1 25 | 19.4% | -3.6% | ||
| Q4 24 | 33.8% | 12.3% | ||
| Q3 24 | 31.0% | 3.9% | ||
| Q2 24 | 11.9% | 17.7% |
资本支出强度
LSCC
PLPC
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | 9.8% | 6.0% | ||
| Q2 25 | 5.8% | 4.9% | ||
| Q1 25 | 7.2% | 7.4% | ||
| Q4 24 | 4.9% | 2.1% | ||
| Q3 24 | 3.7% | 2.4% | ||
| Q2 24 | 5.8% | 2.7% |
现金转化率
LSCC
PLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.60× | ||
| Q3 25 | 16.86× | 7.21× | ||
| Q2 25 | 13.23× | 2.12× | ||
| Q1 25 | 6.35× | 0.49× | ||
| Q4 24 | 2.75× | 2.30× | ||
| Q3 24 | 6.12× | 1.22× | ||
| Q2 24 | 0.97× | 3.02× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图