vs
莱迪思半导体（LSCC）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是莱迪思半导体的1.4倍（$207.3M vs $145.8M），莱迪思半导体净利率更高（-5.2% vs -62.0%，领先56.8%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 9.3%），莱迪思半导体自由现金流更多（$44.0M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
LSCC vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $207.3M |
| 净利润 | $-7.6M | $-128.6M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | -54.7% |
| 净利率 | -5.2% | -62.0% |
| 营收同比 | 9.3% | 25.9% |
| 净利润同比 | 14.6% | 3.5% |
| 每股收益（稀释后） | $-0.06 | $-1.28 |
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
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $207.3M | ||
| Q3 25 | $133.3M | $159.9M | ||
| Q2 25 | $124.0M | $166.5M | ||
| Q1 25 | $120.2M | $139.3M | ||
| Q4 24 | $117.4M | $164.6M | ||
| Q3 24 | $127.1M | $139.5M | ||
| Q2 24 | $124.1M | $147.0M |
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $-128.6M | ||
| Q3 25 | $2.8M | $-180.4M | ||
| Q2 25 | $2.9M | $-115.0M | ||
| Q1 25 | $5.0M | $-151.1M | ||
| Q4 24 | $16.5M | $-133.2M | ||
| Q3 24 | $7.2M | $-133.5M | ||
| Q2 24 | $22.6M | $-131.6M |
| 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% | — |
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | -54.7% | ||
| Q3 25 | -1.2% | -106.9% | ||
| Q2 25 | 3.8% | -64.8% | ||
| Q1 25 | 5.8% | -102.6% | ||
| Q4 24 | -10.4% | -74.3% | ||
| Q3 24 | 5.9% | -94.6% | ||
| Q2 24 | 18.2% | -79.1% |
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | -62.0% | ||
| Q3 25 | 2.1% | -112.8% | ||
| Q2 25 | 2.3% | -69.0% | ||
| Q1 25 | 4.2% | -108.5% | ||
| Q4 24 | 14.1% | -80.9% | ||
| Q3 24 | 5.7% | -95.7% | ||
| Q2 24 | 18.2% | -89.5% |
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-1.28 | ||
| Q3 25 | $0.02 | $-1.81 | ||
| Q2 25 | $0.02 | $-1.17 | ||
| Q1 25 | $0.04 | $-1.57 | ||
| Q4 24 | $0.12 | $-1.34 | ||
| Q3 24 | $0.05 | $-1.40 | ||
| Q2 24 | $0.16 | $-1.52 |
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 | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $-80.0M |
| 总资产 | — | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $421.0M | ||
| Q3 25 | $117.9M | $202.5M | ||
| Q2 25 | $107.2M | $176.3M | ||
| Q1 25 | $127.6M | $127.1M | ||
| Q4 24 | $136.3M | $174.0M | ||
| Q3 24 | $124.3M | $150.6M | ||
| Q2 24 | $109.2M | $480.7M |
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $-80.0M | ||
| Q3 25 | $706.4M | $9.2M | ||
| Q2 25 | $687.0M | $151.3M | ||
| Q1 25 | $707.9M | $144.2M | ||
| Q4 24 | $710.9M | $255.0M | ||
| Q3 24 | $703.5M | $346.8M | ||
| Q2 24 | $698.8M | $432.4M |
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $844.4M | $1.2B | ||
| Q2 25 | $808.6M | $1.3B | ||
| Q1 25 | $823.6M | $1.3B | ||
| Q4 24 | $843.9M | $1.5B | ||
| Q3 24 | $853.7M | $1.5B | ||
| Q2 24 | $827.5M | $1.6B |
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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $-100.8M |
| 自由现金流率自由现金流/营收 | 30.2% | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | $-472.0M |
8季度趋势，按日历期对齐
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $-99.8M | ||
| Q3 25 | $47.1M | $-91.4M | ||
| Q2 25 | $38.5M | $-108.3M | ||
| Q1 25 | $31.9M | $-166.5M | ||
| Q4 24 | $45.4M | $-79.3M | ||
| Q3 24 | $44.0M | $-67.0M | ||
| Q2 24 | $21.9M | $-77.0M |
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $-100.8M | ||
| Q3 25 | $34.0M | $-92.7M | ||
| Q2 25 | $31.3M | $-110.7M | ||
| Q1 25 | $23.3M | $-167.8M | ||
| Q4 24 | $39.7M | $-79.5M | ||
| Q3 24 | $39.4M | $-68.6M | ||
| Q2 24 | $14.8M | $-79.0M |
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | -48.6% | ||
| Q3 25 | 25.5% | -58.0% | ||
| Q2 25 | 25.2% | -66.5% | ||
| Q1 25 | 19.4% | -120.5% | ||
| Q4 24 | 33.8% | -48.3% | ||
| Q3 24 | 31.0% | -49.2% | ||
| Q2 24 | 11.9% | -53.7% |
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 9.8% | 0.8% | ||
| Q2 25 | 5.8% | 1.5% | ||
| Q1 25 | 7.2% | 1.0% | ||
| Q4 24 | 4.9% | 0.1% | ||
| Q3 24 | 3.7% | 1.2% | ||
| Q2 24 | 5.8% | 1.4% |
| 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
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
