vs
莱迪思半导体（LSCC）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是莱迪思半导体的1.4倍（$200.5M vs $145.8M），ROGERS CORP净利率更高（2.2% vs -5.2%，领先7.5%），莱迪思半导体同比增速更快（9.3% vs 5.2%），莱迪思半导体自由现金流更多（$44.0M vs $1.1M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
LSCC vs ROG — 直观对比
营收规模更大
ROG
是对方的1.4倍
$145.8M
营收增速更快
LSCC
高出4.1%
5.2%
净利率更高
ROG
高出7.5%
-5.2%
自由现金流更多
LSCC
多$42.9M
$1.1M
两年增速更快
LSCC
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $200.5M |
| 净利润 | $-7.6M | $4.5M |
| 毛利率 | 68.5% | 32.2% |
| 营业利润率 | 30.7% | — |
| 净利率 | -5.2% | 2.2% |
| 营收同比 | 9.3% | 5.2% |
| 净利润同比 | 14.6% | 421.4% |
| 每股收益（稀释后） | $-0.06 | $0.25 |
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LSCCROG
| Q1 26 | $145.8M | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $133.3M | $216.0M | ||
| Q2 25 | $124.0M | $202.8M | ||
| Q1 25 | $120.2M | $190.5M | ||
| Q4 24 | $117.4M | $192.2M | ||
| Q3 24 | $127.1M | $210.3M | ||
| Q2 24 | $124.1M | $214.2M |
净利润LSCCROG
| Q1 26 | $-7.6M | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $2.8M | $8.6M | ||
| Q2 25 | $2.9M | $-73.6M | ||
| Q1 25 | $5.0M | $-1.4M | ||
| Q4 24 | $16.5M | $-500.0K | ||
| Q3 24 | $7.2M | $10.7M | ||
| Q2 24 | $22.6M | $8.1M |
毛利率LSCCROG
| Q1 26 | 68.5% | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | 67.9% | 33.5% | ||
| Q2 25 | 68.4% | 31.6% | ||
| Q1 25 | 68.0% | 29.9% | ||
| Q4 24 | 61.1% | 32.1% | ||
| Q3 24 | 69.0% | 35.2% | ||
| Q2 24 | 68.3% | 34.1% |
营业利润率LSCCROG
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | -1.2% | 7.3% | ||
| Q2 25 | 3.8% | -33.3% | ||
| Q1 25 | 5.8% | -0.2% | ||
| Q4 24 | -10.4% | -6.6% | ||
| Q3 24 | 5.9% | 6.9% | ||
| Q2 24 | 18.2% | 5.3% |
净利率LSCCROG
| Q1 26 | -5.2% | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 2.1% | 4.0% | ||
| Q2 25 | 2.3% | -36.3% | ||
| Q1 25 | 4.2% | -0.7% | ||
| Q4 24 | 14.1% | -0.3% | ||
| Q3 24 | 5.7% | 5.1% | ||
| Q2 24 | 18.2% | 3.8% |
每股收益（稀释后）LSCCROG
| Q1 26 | $-0.06 | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $0.02 | $0.48 | ||
| Q2 25 | $0.02 | $-4.00 | ||
| Q1 25 | $0.04 | $-0.08 | ||
| Q4 24 | $0.12 | $-0.04 | ||
| Q3 24 | $0.05 | $0.58 | ||
| Q2 24 | $0.16 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $1.2B |
| 总资产 | — | $1.4B |
| 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LSCCROG
| Q1 26 | $133.9M | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | $117.9M | $167.8M | ||
| Q2 25 | $107.2M | $157.2M | ||
| Q1 25 | $127.6M | $175.6M | ||
| Q4 24 | $136.3M | $159.8M | ||
| Q3 24 | $124.3M | $146.4M | ||
| Q2 24 | $109.2M | $119.9M |
股东权益LSCCROG
| Q1 26 | $714.1M | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $706.4M | $1.2B | ||
| Q2 25 | $687.0M | $1.2B | ||
| Q1 25 | $707.9M | $1.3B | ||
| Q4 24 | $710.9M | $1.3B | ||
| Q3 24 | $703.5M | $1.3B | ||
| Q2 24 | $698.8M | $1.3B |
总资产LSCCROG
| Q1 26 | $883.1M | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $844.4M | $1.4B | ||
| Q2 25 | $808.6M | $1.5B | ||
| Q1 25 | $823.6M | $1.5B | ||
| Q4 24 | $843.9M | $1.5B | ||
| Q3 24 | $853.7M | $1.5B | ||
| Q2 24 | $827.5M | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 30.2% | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $153.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流LSCCROG
| Q1 26 | $57.6M | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | $47.1M | $28.9M | ||
| Q2 25 | $38.5M | $13.7M | ||
| Q1 25 | $31.9M | $11.7M | ||
| Q4 24 | $45.4M | $33.7M | ||
| Q3 24 | $44.0M | $42.4M | ||
| Q2 24 | $21.9M | $22.9M |
自由现金流LSCCROG
| Q1 26 | $44.0M | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | $34.0M | $21.2M | ||
| Q2 25 | $31.3M | $5.6M | ||
| Q1 25 | $23.3M | $2.1M | ||
| Q4 24 | $39.7M | $18.3M | ||
| Q3 24 | $39.4M | $25.2M | ||
| Q2 24 | $14.8M | $8.8M |
自由现金流率LSCCROG
| Q1 26 | 30.2% | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | 25.5% | 9.8% | ||
| Q2 25 | 25.2% | 2.8% | ||
| Q1 25 | 19.4% | 1.1% | ||
| Q4 24 | 33.8% | 9.5% | ||
| Q3 24 | 31.0% | 12.0% | ||
| Q2 24 | 11.9% | 4.1% |
资本支出强度LSCCROG
| Q1 26 | 9.3% | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 9.8% | 3.6% | ||
| Q2 25 | 5.8% | 4.0% | ||
| Q1 25 | 7.2% | 5.0% | ||
| Q4 24 | 4.9% | 8.0% | ||
| Q3 24 | 3.7% | 8.2% | ||
| Q2 24 | 5.8% | 6.6% |
现金转化率LSCCROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 16.86× | 3.36× | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | 3.96× | ||
| Q2 24 | 0.97× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
