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莱迪思半导体（LSCC）与Perimeter Solutions, Inc.（PRM）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Perimeter Solutions, Inc.的1.4倍（$145.8M vs $102.8M），莱迪思半导体净利率更高（-5.2% vs -136.5%，领先131.2%），Perimeter Solutions, Inc.同比增速更快（19.2% vs 9.3%），莱迪思半导体自由现金流更多（$44.0M vs $11.6M），过去两年Perimeter Solutions, Inc.的营收复合增速更高（31.9% 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。
Perimeter Solutions是一家以色列云与网络安全企业，专为各类机构打造基于零信任架构的安全远程网络方案，其技术可替代VPN、防火墙等传统安全硬件设备，助力企业简化网络安全部署，提升远程访问的安全性与效率。
LSCC vs PRM — 直观对比
营收规模更大
LSCC
是对方的1.4倍
$102.8M
营收增速更快
PRM
高出9.9%
9.3%
净利率更高
LSCC
高出131.2%
-136.5%
自由现金流更多
LSCC
多$32.4M
$11.6M
两年增速更快
PRM
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $102.8M |
| 净利润 | $-7.6M | $-140.2M |
| 毛利率 | 68.5% | 45.2% |
| 营业利润率 | 30.7% | -160.7% |
| 净利率 | -5.2% | -136.5% |
| 营收同比 | 9.3% | 19.2% |
| 净利润同比 | 14.6% | -197.3% |
| 每股收益（稀释后） | $-0.06 | $-0.89 |
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LSCCPRM
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $102.8M | ||
| Q3 25 | $133.3M | $315.4M | ||
| Q2 25 | $124.0M | $162.6M | ||
| Q1 25 | $120.2M | $72.0M | ||
| Q4 24 | $117.4M | $86.2M | ||
| Q3 24 | $127.1M | $288.4M | ||
| Q2 24 | $124.1M | $127.3M |
净利润LSCCPRM
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $-140.2M | ||
| Q3 25 | $2.8M | $-90.7M | ||
| Q2 25 | $2.9M | $-32.2M | ||
| Q1 25 | $5.0M | $56.7M | ||
| Q4 24 | $16.5M | $144.2M | ||
| Q3 24 | $7.2M | $-89.2M | ||
| Q2 24 | $22.6M | $21.6M |
毛利率LSCCPRM
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 45.2% | ||
| Q3 25 | 67.9% | 63.1% | ||
| Q2 25 | 68.4% | 62.4% | ||
| Q1 25 | 68.0% | 39.1% | ||
| Q4 24 | 61.1% | 48.6% | ||
| Q3 24 | 69.0% | 62.8% | ||
| Q2 24 | 68.3% | 57.6% |
营业利润率LSCCPRM
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | -160.7% | ||
| Q3 25 | -1.2% | -27.7% | ||
| Q2 25 | 3.8% | -16.1% | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | -10.4% | 71.1% | ||
| Q3 24 | 5.9% | -12.2% | ||
| Q2 24 | 18.2% | 35.4% |
净利率LSCCPRM
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | -136.5% | ||
| Q3 25 | 2.1% | -28.7% | ||
| Q2 25 | 2.3% | -19.8% | ||
| Q1 25 | 4.2% | 78.7% | ||
| Q4 24 | 14.1% | 167.2% | ||
| Q3 24 | 5.7% | -30.9% | ||
| Q2 24 | 18.2% | 17.0% |
每股收益（稀释后）LSCCPRM
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-0.89 | ||
| Q3 25 | $0.02 | $-0.62 | ||
| Q2 25 | $0.02 | $-0.22 | ||
| Q1 25 | $0.04 | $0.36 | ||
| Q4 24 | $0.12 | $1.00 | ||
| Q3 24 | $0.05 | $-0.61 | ||
| Q2 24 | $0.16 | $0.14 |
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 | $325.9M |
| 总债务越低越好 | — | $669.1M |
| 股东权益账面价值 | $714.1M | $1.1B |
| 总资产 | — | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资LSCCPRM
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $325.9M | ||
| Q3 25 | $117.9M | $340.6M | ||
| Q2 25 | $107.2M | $140.7M | ||
| Q1 25 | $127.6M | $200.1M | ||
| Q4 24 | $136.3M | $198.5M | ||
| Q3 24 | $124.3M | $223.1M | ||
| Q2 24 | $109.2M | $43.2M |
总债务LSCCPRM
| Q1 26 | — | — | ||
| Q4 25 | — | $669.1M | ||
| Q3 25 | — | $668.8M | ||
| Q2 25 | — | $668.4M | ||
| Q1 25 | — | $668.1M | ||
| Q4 24 | — | $667.8M | ||
| Q3 24 | — | $667.4M | ||
| Q2 24 | — | $667.1M |
股东权益LSCCPRM
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $706.4M | $1.1B | ||
| Q2 25 | $687.0M | $1.2B | ||
| Q1 25 | $707.9M | $1.2B | ||
| Q4 24 | $710.9M | $1.2B | ||
| Q3 24 | $703.5M | $1.0B | ||
| Q2 24 | $698.8M | $1.1B |
总资产LSCCPRM
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | $844.4M | $2.6B | ||
| Q2 25 | $808.6M | $2.5B | ||
| Q1 25 | $823.6M | $2.4B | ||
| Q4 24 | $843.9M | $2.4B | ||
| Q3 24 | $853.7M | $2.5B | ||
| Q2 24 | $827.5M | $2.3B |
负债/权益比LSCCPRM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.62× |
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 | $18.6M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $11.6M |
| 自由现金流率自由现金流/营收 | 30.2% | 11.3% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 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 | $208.6M |
8季度趋势，按日历期对齐
经营现金流LSCCPRM
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $18.6M | ||
| Q3 25 | $47.1M | $198.7M | ||
| Q2 25 | $38.5M | $-2.9M | ||
| Q1 25 | $31.9M | $23.7M | ||
| Q4 24 | $45.4M | $-6.0M | ||
| Q3 24 | $44.0M | $183.0M | ||
| Q2 24 | $21.9M | $8.6M |
自由现金流LSCCPRM
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $11.6M | ||
| Q3 25 | $34.0M | $193.6M | ||
| Q2 25 | $31.3M | $-15.6M | ||
| Q1 25 | $23.3M | $18.9M | ||
| Q4 24 | $39.7M | $-12.4M | ||
| Q3 24 | $39.4M | $179.1M | ||
| Q2 24 | $14.8M | $5.0M |
自由现金流率LSCCPRM
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 11.3% | ||
| Q3 25 | 25.5% | 61.4% | ||
| Q2 25 | 25.2% | -9.6% | ||
| Q1 25 | 19.4% | 26.3% | ||
| Q4 24 | 33.8% | -14.4% | ||
| Q3 24 | 31.0% | 62.1% | ||
| Q2 24 | 11.9% | 3.9% |
资本支出强度LSCCPRM
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | 9.8% | 1.6% | ||
| Q2 25 | 5.8% | 7.8% | ||
| Q1 25 | 7.2% | 6.7% | ||
| Q4 24 | 4.9% | 7.5% | ||
| Q3 24 | 3.7% | 1.3% | ||
| Q2 24 | 5.8% | 2.9% |
现金转化率LSCCPRM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | 0.42× | ||
| Q4 24 | 2.75× | -0.04× | ||
| Q3 24 | 6.12× | — | ||
| Q2 24 | 0.97× | 0.40× |
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
PRM
| Products | $87.7M | 85% |
| Service And Other | $14.8M | 14% |
