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莱迪思半导体（LSCC）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是莱迪思半导体的1.5倍（$225.0M vs $145.8M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 9.3%），莱迪思半导体自由现金流更多（$44.0M vs $26.2M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
LSCC vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.5倍
$145.8M
营收增速更快
ROCK
高出15.6%
9.3%
自由现金流更多
LSCC
多$17.8M
$26.2M
两年增速更快
LSCC
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $225.0M |
| 净利润 | $-7.6M | — |
| 毛利率 | 68.5% | 25.3% |
| 营业利润率 | 30.7% | 7.9% |
| 净利率 | -5.2% | — |
| 营收同比 | 9.3% | 24.9% |
| 净利润同比 | 14.6% | — |
| 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LSCCROCK
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $225.0M | ||
| Q3 25 | $133.3M | $310.9M | ||
| Q2 25 | $124.0M | $309.5M | ||
| Q1 25 | $120.2M | $290.0M | ||
| Q4 24 | $117.4M | $180.1M | ||
| Q3 24 | $127.1M | $277.1M | ||
| Q2 24 | $124.1M | $273.6M |
净利润LSCCROCK
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.8M | $-89.1M | ||
| Q2 25 | $2.9M | $26.0M | ||
| Q1 25 | $5.0M | $21.1M | ||
| Q4 24 | $16.5M | — | ||
| Q3 24 | $7.2M | $34.0M | ||
| Q2 24 | $22.6M | $32.2M |
毛利率LSCCROCK
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | 67.9% | 26.6% | ||
| Q2 25 | 68.4% | 28.4% | ||
| Q1 25 | 68.0% | 26.8% | ||
| Q4 24 | 61.1% | 29.0% | ||
| Q3 24 | 69.0% | 29.4% | ||
| Q2 24 | 68.3% | 30.5% |
营业利润率LSCCROCK
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | -1.2% | 12.8% | ||
| Q2 25 | 3.8% | 12.8% | ||
| Q1 25 | 5.8% | 8.8% | ||
| Q4 24 | -10.4% | 13.3% | ||
| Q3 24 | 5.9% | 15.6% | ||
| Q2 24 | 18.2% | 14.9% |
净利率LSCCROCK
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.1% | -28.6% | ||
| Q2 25 | 2.3% | 8.4% | ||
| Q1 25 | 4.2% | 7.3% | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 5.7% | 12.3% | ||
| Q2 24 | 18.2% | 11.8% |
每股收益（稀释后）LSCCROCK
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $0.02 | $-2.98 | ||
| Q2 25 | $0.02 | $0.87 | ||
| Q1 25 | $0.04 | — | ||
| Q4 24 | $0.12 | — | ||
| Q3 24 | $0.05 | $1.11 | ||
| Q2 24 | $0.16 | $1.05 |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $714.1M | $950.4M |
| 总资产 | — | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资LSCCROCK
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $115.7M | ||
| Q3 25 | $117.9M | $89.4M | ||
| Q2 25 | $107.2M | $43.3M | ||
| Q1 25 | $127.6M | $25.1M | ||
| Q4 24 | $136.3M | $269.5M | ||
| Q3 24 | $124.3M | $228.9M | ||
| Q2 24 | $109.2M | $179.1M |
总债务LSCCROCK
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益LSCCROCK
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $950.4M | ||
| Q3 25 | $706.4M | $951.8M | ||
| Q2 25 | $687.0M | $1.0B | ||
| Q1 25 | $707.9M | $1.0B | ||
| Q4 24 | $710.9M | $1.0B | ||
| Q3 24 | $703.5M | $1.0B | ||
| Q2 24 | $698.8M | $975.7M |
总资产LSCCROCK
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $844.4M | $1.4B | ||
| Q2 25 | $808.6M | $1.5B | ||
| Q1 25 | $823.6M | $1.4B | ||
| Q4 24 | $843.9M | $1.4B | ||
| Q3 24 | $853.7M | $1.4B | ||
| Q2 24 | $827.5M | $1.4B |
负债/权益比LSCCROCK
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $26.2M |
| 自由现金流率自由现金流/营收 | 30.2% | 11.7% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 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 | $120.6M |
8季度趋势，按日历期对齐
经营现金流LSCCROCK
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $35.5M | ||
| Q3 25 | $47.1M | $73.0M | ||
| Q2 25 | $38.5M | $44.9M | ||
| Q1 25 | $31.9M | $13.7M | ||
| Q4 24 | $45.4M | $19.9M | ||
| Q3 24 | $44.0M | $64.7M | ||
| Q2 24 | $21.9M | $36.5M |
自由现金流LSCCROCK
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $26.2M | ||
| Q3 25 | $34.0M | $64.8M | ||
| Q2 25 | $31.3M | $27.3M | ||
| Q1 25 | $23.3M | $2.3M | ||
| Q4 24 | $39.7M | $14.1M | ||
| Q3 24 | $39.4M | $60.5M | ||
| Q2 24 | $14.8M | $33.5M |
自由现金流率LSCCROCK
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | 25.5% | 20.8% | ||
| Q2 25 | 25.2% | 8.8% | ||
| Q1 25 | 19.4% | 0.8% | ||
| Q4 24 | 33.8% | 7.8% | ||
| Q3 24 | 31.0% | 21.8% | ||
| Q2 24 | 11.9% | 12.2% |
资本支出强度LSCCROCK
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | 9.8% | 2.6% | ||
| Q2 25 | 5.8% | 5.7% | ||
| Q1 25 | 7.2% | 3.9% | ||
| Q4 24 | 4.9% | 3.3% | ||
| Q3 24 | 3.7% | 1.5% | ||
| Q2 24 | 5.8% | 1.1% |
现金转化率LSCCROCK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | 1.73× | ||
| Q1 25 | 6.35× | 0.65× | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | 1.90× | ||
| Q2 24 | 0.97× | 1.13× |
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
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
