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莱迪思半导体(LSCC)与REPUBLIC BANCORP INC(RBCAA)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REPUBLIC BANCORP INC的1.5倍($145.8M vs $94.3M),REPUBLIC BANCORP INC净利率更高(24.2% vs -5.2%,领先29.5%),莱迪思半导体同比增速更快(9.3% vs 5.3%),REPUBLIC BANCORP INC自由现金流更多($161.1M vs $44.0M),过去两年莱迪思半导体的营收复合增速更高(8.4% vs -11.5%)
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。
肯塔基州共和银行是美国的一家区域性银行控股企业,提供零售及商业银行全品类服务,涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案,主要服务肯塔基州及周边州的个人消费者和中小企业客户。
LSCC vs RBCAA — 直观对比
营收规模更大
LSCC
是对方的1.5倍
$94.3M
营收增速更快
LSCC
高出4.0%
5.3%
净利率更高
RBCAA
高出29.5%
-5.2%
自由现金流更多
RBCAA
多$117.1M
$44.0M
两年增速更快
LSCC
近两年复合增速
-11.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $145.8M | $94.3M |
| 净利润 | $-7.6M | $22.8M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | 29.3% |
| 净利率 | -5.2% | 24.2% |
| 营收同比 | 9.3% | 5.3% |
| 净利润同比 | 14.6% | 20.0% |
| 每股收益(稀释后) | $-0.06 | — |
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
RBCAA
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $94.3M | ||
| Q3 25 | $133.3M | $93.5M | ||
| Q2 25 | $124.0M | $93.8M | ||
| Q1 25 | $120.2M | $135.8M | ||
| Q4 24 | $117.4M | $89.5M | ||
| Q3 24 | $127.1M | $88.1M | ||
| Q2 24 | $124.1M | $86.9M |
净利润
LSCC
RBCAA
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $22.8M | ||
| Q3 25 | $2.8M | $29.7M | ||
| Q2 25 | $2.9M | $31.5M | ||
| Q1 25 | $5.0M | $47.3M | ||
| Q4 24 | $16.5M | $19.0M | ||
| Q3 24 | $7.2M | $26.5M | ||
| Q2 24 | $22.6M | $25.2M |
毛利率
LSCC
RBCAA
| 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
LSCC
RBCAA
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 29.3% | ||
| Q3 25 | -1.2% | 40.4% | ||
| Q2 25 | 3.8% | 43.0% | ||
| Q1 25 | 5.8% | 44.1% | ||
| Q4 24 | -10.4% | 25.8% | ||
| Q3 24 | 5.9% | 38.4% | ||
| Q2 24 | 18.2% | 37.0% |
净利率
LSCC
RBCAA
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 24.2% | ||
| Q3 25 | 2.1% | 31.8% | ||
| Q2 25 | 2.3% | 33.5% | ||
| Q1 25 | 4.2% | 34.8% | ||
| Q4 24 | 14.1% | 21.2% | ||
| Q3 24 | 5.7% | 30.1% | ||
| Q2 24 | 18.2% | 29.0% |
每股收益(稀释后)
LSCC
RBCAA
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $0.02 | — | ||
| Q2 25 | $0.02 | — | ||
| Q1 25 | $0.04 | — | ||
| Q4 24 | $0.12 | — | ||
| Q3 24 | $0.05 | — | ||
| Q2 24 | $0.16 | — |
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 | $220.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $1.1B |
| 总资产 | — | $7.0B |
| 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
LSCC
RBCAA
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $220.0M | ||
| Q3 25 | $117.9M | $484.2M | ||
| Q2 25 | $107.2M | $484.8M | ||
| Q1 25 | $127.6M | $793.0M | ||
| Q4 24 | $136.3M | $432.2M | ||
| Q3 24 | $124.3M | $530.9M | ||
| Q2 24 | $109.2M | $400.1M |
股东权益
LSCC
RBCAA
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $706.4M | $1.1B | ||
| Q2 25 | $687.0M | $1.1B | ||
| Q1 25 | $707.9M | $1.0B | ||
| Q4 24 | $710.9M | $992.0M | ||
| Q3 24 | $703.5M | $979.7M | ||
| Q2 24 | $698.8M | $955.4M |
总资产
LSCC
RBCAA
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $7.0B | ||
| Q3 25 | $844.4M | $7.0B | ||
| Q2 25 | $808.6M | $7.0B | ||
| Q1 25 | $823.6M | $7.1B | ||
| Q4 24 | $843.9M | $6.8B | ||
| Q3 24 | $853.7M | $6.7B | ||
| Q2 24 | $827.5M | $6.6B |
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 | $168.2M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $161.1M |
| 自由现金流率自由现金流/营收 | 30.2% | 170.9% |
| 资本支出强度资本支出/营收 | — | 7.5% |
| 现金转化率经营现金流/净利润 | — | 7.37× |
| 过去12个月自由现金流最近4个季度 | $153.3M | $288.6M |
8季度趋势,按日历期对齐
经营现金流
LSCC
RBCAA
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $168.2M | ||
| Q3 25 | $47.1M | $33.3M | ||
| Q2 25 | $38.5M | $8.4M | ||
| Q1 25 | $31.9M | $93.2M | ||
| Q4 24 | $45.4M | $149.0M | ||
| Q3 24 | $44.0M | $51.3M | ||
| Q2 24 | $21.9M | $4.0M |
自由现金流
LSCC
RBCAA
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $161.1M | ||
| Q3 25 | $34.0M | $30.8M | ||
| Q2 25 | $31.3M | $5.2M | ||
| Q1 25 | $23.3M | $91.6M | ||
| Q4 24 | $39.7M | $143.2M | ||
| Q3 24 | $39.4M | $49.8M | ||
| Q2 24 | $14.8M | $2.7M |
自由现金流率
LSCC
RBCAA
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 170.9% | ||
| Q3 25 | 25.5% | 32.9% | ||
| Q2 25 | 25.2% | 5.5% | ||
| Q1 25 | 19.4% | 67.4% | ||
| Q4 24 | 33.8% | 160.0% | ||
| Q3 24 | 31.0% | 56.5% | ||
| Q2 24 | 11.9% | 3.1% |
资本支出强度
LSCC
RBCAA
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 7.5% | ||
| Q3 25 | 9.8% | 2.6% | ||
| Q2 25 | 5.8% | 3.5% | ||
| Q1 25 | 7.2% | 1.2% | ||
| Q4 24 | 4.9% | 6.5% | ||
| Q3 24 | 3.7% | 1.7% | ||
| Q2 24 | 5.8% | 1.5% |
现金转化率
LSCC
RBCAA
| Q1 26 | — | — | ||
| Q4 25 | — | 7.37× | ||
| Q3 25 | 16.86× | 1.12× | ||
| Q2 25 | 13.23× | 0.27× | ||
| Q1 25 | 6.35× | 1.97× | ||
| Q4 24 | 2.75× | 7.84× | ||
| Q3 24 | 6.12× | 1.93× | ||
| Q2 24 | 0.97× | 0.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图