vs
莱迪思半导体(LSCC)与RENASANT CORP(RNST)财务数据对比。点击上方公司名可切换其他公司
RENASANT CORP的季度营收约是莱迪思半导体的1.9倍($273.8M vs $145.8M),RENASANT CORP净利率更高(32.2% vs -5.2%,领先37.5%),过去两年RENASANT CORP的营收复合增速更高(29.3% vs 1.8%)
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。
瑞耐桑特银行是美国密西西比州图珀洛的区域商业金融机构,母公司为瑞耐桑特公司,在阿拉巴马、佛罗里达、佐治亚、密西西比、路易斯安那、田纳西、北卡罗来纳、南卡罗来纳八州拥有280多家分支机构,旗下还运营内容平台“瑞耐桑特国度”,发布博客及节目内容。
LSCC vs RNST — 直观对比
营收规模更大
RNST
是对方的1.9倍
$145.8M
净利率更高
RNST
高出37.5%
-5.2%
两年增速更快
RNST
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $145.8M | $273.8M |
| 净利润 | $-7.6M | $88.2M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 0.7% | — |
| 净利率 | -5.2% | 32.2% |
| 营收同比 | 24.2% | — |
| 净利润同比 | -146.3% | 112.5% |
| 每股收益(稀释后) | $-0.06 | $0.94 |
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
RNST
| Q1 26 | $145.8M | $273.8M | ||
| Q4 25 | — | $278.4M | ||
| Q3 25 | $133.3M | $269.5M | ||
| Q2 25 | $124.0M | $267.2M | ||
| Q1 25 | $120.2M | $170.7M | ||
| Q4 24 | $117.4M | $167.1M | ||
| Q3 24 | $127.1M | $220.3M | ||
| Q2 24 | $124.1M | $163.8M |
净利润
LSCC
RNST
| Q1 26 | $-7.6M | $88.2M | ||
| Q4 25 | — | $78.9M | ||
| Q3 25 | $2.8M | $59.8M | ||
| Q2 25 | $2.9M | $1.0M | ||
| Q1 25 | $5.0M | $41.5M | ||
| Q4 24 | $16.5M | $44.7M | ||
| Q3 24 | $7.2M | $72.5M | ||
| Q2 24 | $22.6M | $38.8M |
毛利率
LSCC
RNST
| 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
RNST
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 34.8% | ||
| Q3 25 | -1.2% | 27.9% | ||
| Q2 25 | 3.8% | 1.0% | ||
| Q1 25 | 5.8% | 30.4% | ||
| Q4 24 | -10.4% | 29.8% | ||
| Q3 24 | 5.9% | 44.2% | ||
| Q2 24 | 18.2% | 29.6% |
净利率
LSCC
RNST
| Q1 26 | -5.2% | 32.2% | ||
| Q4 25 | — | 28.4% | ||
| Q3 25 | 2.1% | 22.2% | ||
| Q2 25 | 2.3% | 0.4% | ||
| Q1 25 | 4.2% | 24.3% | ||
| Q4 24 | 14.1% | 26.8% | ||
| Q3 24 | 5.7% | 32.9% | ||
| Q2 24 | 18.2% | 23.7% |
每股收益(稀释后)
LSCC
RNST
| Q1 26 | $-0.06 | $0.94 | ||
| Q4 25 | — | $0.78 | ||
| Q3 25 | $0.02 | $0.63 | ||
| Q2 25 | $0.02 | $0.01 | ||
| Q1 25 | $0.04 | $0.65 | ||
| Q4 24 | $0.12 | $0.70 | ||
| Q3 24 | $0.05 | $1.18 | ||
| Q2 24 | $0.16 | $0.69 |
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 | $1.2B |
| 总债务越低越好 | — | $806.2M |
| 股东权益账面价值 | $714.1M | $3.9B |
| 总资产 | $883.1M | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势,按日历期对齐
现金及短期投资
LSCC
RNST
| Q1 26 | $133.9M | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $117.9M | $1.1B | ||
| Q2 25 | $107.2M | $1.4B | ||
| Q1 25 | $127.6M | $1.1B | ||
| Q4 24 | $136.3M | $1.1B | ||
| Q3 24 | $124.3M | $1.3B | ||
| Q2 24 | $109.2M | $851.9M |
总债务
LSCC
RNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | — | $499.8M | ||
| Q3 25 | — | $558.9M | ||
| Q2 25 | — | $557.0M | ||
| Q1 25 | — | $433.3M | ||
| Q4 24 | — | $430.6M | ||
| Q3 24 | — | $433.2M | ||
| Q2 24 | — | $428.7M |
股东权益
LSCC
RNST
| Q1 26 | $714.1M | $3.9B | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | $706.4M | $3.8B | ||
| Q2 25 | $687.0M | $3.8B | ||
| Q1 25 | $707.9M | $2.7B | ||
| Q4 24 | $710.9M | $2.7B | ||
| Q3 24 | $703.5M | $2.7B | ||
| Q2 24 | $698.8M | $2.4B |
总资产
LSCC
RNST
| Q1 26 | $883.1M | $27.1B | ||
| Q4 25 | — | $26.8B | ||
| Q3 25 | $844.4M | $26.7B | ||
| Q2 25 | $808.6M | $26.6B | ||
| Q1 25 | $823.6M | $18.3B | ||
| Q4 24 | $843.9M | $18.0B | ||
| Q3 24 | $853.7M | $18.0B | ||
| Q2 24 | $827.5M | $17.5B |
负债/权益比
LSCC
RNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.18× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $44.0M | — |
| 自由现金流率自由现金流/营收 | 30.2% | — |
| 资本支出强度资本支出/营收 | 9.3% | — |
| 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 | $132.6M | — |
8季度趋势,按日历期对齐
经营现金流
LSCC
RNST
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $271.5M | ||
| Q3 25 | $47.1M | $135.5M | ||
| Q2 25 | $38.5M | $-77.3M | ||
| Q1 25 | $31.9M | $106.2M | ||
| Q4 24 | $45.4M | $106.4M | ||
| Q3 24 | $44.0M | $-1.7M | ||
| Q2 24 | $21.9M | $-49.1M |
自由现金流
LSCC
RNST
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $237.8M | ||
| Q3 25 | $34.0M | $120.1M | ||
| Q2 25 | $31.3M | $-87.5M | ||
| Q1 25 | $23.3M | $101.3M | ||
| Q4 24 | $39.7M | $92.8M | ||
| Q3 24 | $39.4M | $-5.3M | ||
| Q2 24 | $14.8M | $-52.6M |
自由现金流率
LSCC
RNST
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 85.4% | ||
| Q3 25 | 25.5% | 44.6% | ||
| Q2 25 | 25.2% | -32.7% | ||
| Q1 25 | 19.4% | 59.4% | ||
| Q4 24 | 33.8% | 55.5% | ||
| Q3 24 | 31.0% | -2.4% | ||
| Q2 24 | 11.9% | -32.1% |
资本支出强度
LSCC
RNST
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 12.1% | ||
| Q3 25 | 9.8% | 5.7% | ||
| Q2 25 | 5.8% | 3.8% | ||
| Q1 25 | 7.2% | 2.8% | ||
| Q4 24 | 4.9% | 8.2% | ||
| Q3 24 | 3.7% | 1.6% | ||
| Q2 24 | 5.8% | 2.1% |
现金转化率
LSCC
RNST
| Q1 26 | — | — | ||
| Q4 25 | — | 3.44× | ||
| Q3 25 | 16.86× | 2.27× | ||
| Q2 25 | 13.23× | -75.92× | ||
| Q1 25 | 6.35× | 2.56× | ||
| Q4 24 | 2.75× | 2.38× | ||
| Q3 24 | 6.12× | -0.02× | ||
| Q2 24 | 0.97× | -1.26× |
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
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |