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莱迪思半导体（LSCC）与Repay Holdings Corp（RPAY）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Repay Holdings Corp的1.9倍（$145.8M vs $78.6M），莱迪思半导体净利率更高（-5.2% vs -178.3%，领先173.0%），莱迪思半导体同比增速更快（9.3% vs 0.4%），莱迪思半导体自由现金流更多（$44.0M vs $23.2M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs -1.3%）
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。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
LSCC vs RPAY — 直观对比
营收规模更大
LSCC
是对方的1.9倍
$78.6M
营收增速更快
LSCC
高出8.9%
0.4%
净利率更高
LSCC
高出173.0%
-178.3%
自由现金流更多
LSCC
多$20.7M
$23.2M
两年增速更快
LSCC
近两年复合增速
-1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $78.6M |
| 净利润 | $-7.6M | $-140.1M |
| 毛利率 | 68.5% | 74.2% |
| 营业利润率 | 30.7% | -182.2% |
| 净利率 | -5.2% | -178.3% |
| 营收同比 | 9.3% | 0.4% |
| 净利润同比 | 14.6% | -3304.1% |
| 每股收益（稀释后） | $-0.06 | $-1.68 |
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LSCCRPAY
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $78.6M | ||
| Q3 25 | $133.3M | $77.7M | ||
| Q2 25 | $124.0M | $75.6M | ||
| Q1 25 | $120.2M | $77.3M | ||
| Q4 24 | $117.4M | $78.3M | ||
| Q3 24 | $127.1M | $79.1M | ||
| Q2 24 | $124.1M | $74.9M |
净利润LSCCRPAY
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $-140.1M | ||
| Q3 25 | $2.8M | $-6.4M | ||
| Q2 25 | $2.9M | $-102.3M | ||
| Q1 25 | $5.0M | $-7.9M | ||
| Q4 24 | $16.5M | $-4.1M | ||
| Q3 24 | $7.2M | $3.2M | ||
| Q2 24 | $22.6M | $-4.1M |
毛利率LSCCRPAY
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 74.2% | ||
| Q3 25 | 67.9% | 74.4% | ||
| Q2 25 | 68.4% | 75.7% | ||
| Q1 25 | 68.0% | 75.9% | ||
| Q4 24 | 61.1% | 76.3% | ||
| Q3 24 | 69.0% | 77.8% | ||
| Q2 24 | 68.3% | 78.2% |
营业利润率LSCCRPAY
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | -182.2% | ||
| Q3 25 | -1.2% | -3.9% | ||
| Q2 25 | 3.8% | -138.7% | ||
| Q1 25 | 5.8% | -4.7% | ||
| Q4 24 | -10.4% | -1.5% | ||
| Q3 24 | 5.9% | -0.9% | ||
| Q2 24 | 18.2% | -4.6% |
净利率LSCCRPAY
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | -178.3% | ||
| Q3 25 | 2.1% | -8.3% | ||
| Q2 25 | 2.3% | -135.2% | ||
| Q1 25 | 4.2% | -10.3% | ||
| Q4 24 | 14.1% | -5.3% | ||
| Q3 24 | 5.7% | 4.1% | ||
| Q2 24 | 18.2% | -5.4% |
每股收益（稀释后）LSCCRPAY
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-1.68 | ||
| Q3 25 | $0.02 | $-0.08 | ||
| Q2 25 | $0.02 | $-1.15 | ||
| Q1 25 | $0.04 | $-0.09 | ||
| Q4 24 | $0.12 | $-0.04 | ||
| Q3 24 | $0.05 | $0.03 | ||
| Q2 24 | $0.16 | $-0.04 |
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 | — | $280.1M |
| 股东权益账面价值 | $714.1M | $484.4M |
| 总资产 | — | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资LSCCRPAY
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $115.7M | ||
| Q3 25 | $117.9M | $95.7M | ||
| Q2 25 | $107.2M | $162.6M | ||
| Q1 25 | $127.6M | $165.5M | ||
| Q4 24 | $136.3M | $189.5M | ||
| Q3 24 | $124.3M | $168.7M | ||
| Q2 24 | $109.2M | $147.1M |
总债务LSCCRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M |
股东权益LSCCRPAY
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $484.4M | ||
| Q3 25 | $706.4M | $616.9M | ||
| Q2 25 | $687.0M | $633.7M | ||
| Q1 25 | $707.9M | $755.7M | ||
| Q4 24 | $710.9M | $761.3M | ||
| Q3 24 | $703.5M | $754.7M | ||
| Q2 24 | $698.8M | $815.4M |
总资产LSCCRPAY
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $844.4M | $1.3B | ||
| Q2 25 | $808.6M | $1.4B | ||
| Q1 25 | $823.6M | $1.5B | ||
| Q4 24 | $843.9M | $1.6B | ||
| Q3 24 | $853.7M | $1.6B | ||
| Q2 24 | $827.5M | $1.5B |
负债/权益比LSCCRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $23.2M |
| 自由现金流率自由现金流/营收 | 30.2% | 29.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | $90.7M |
8季度趋势，按日历期对齐
经营现金流LSCCRPAY
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $23.3M | ||
| Q3 25 | $47.1M | $32.2M | ||
| Q2 25 | $38.5M | $33.1M | ||
| Q1 25 | $31.9M | $2.5M | ||
| Q4 24 | $45.4M | $34.3M | ||
| Q3 24 | $44.0M | $60.1M | ||
| Q2 24 | $21.9M | $31.0M |
自由现金流LSCCRPAY
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $23.2M | ||
| Q3 25 | $34.0M | $32.1M | ||
| Q2 25 | $31.3M | $33.0M | ||
| Q1 25 | $23.3M | $2.4M | ||
| Q4 24 | $39.7M | $34.0M | ||
| Q3 24 | $39.4M | $59.8M | ||
| Q2 24 | $14.8M | $30.5M |
自由现金流率LSCCRPAY
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 29.6% | ||
| Q3 25 | 25.5% | 41.3% | ||
| Q2 25 | 25.2% | 43.6% | ||
| Q1 25 | 19.4% | 3.0% | ||
| Q4 24 | 33.8% | 43.5% | ||
| Q3 24 | 31.0% | 75.6% | ||
| Q2 24 | 11.9% | 40.7% |
资本支出强度LSCCRPAY
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | 9.8% | 0.2% | ||
| Q2 25 | 5.8% | 0.1% | ||
| Q1 25 | 7.2% | 0.2% | ||
| Q4 24 | 4.9% | 0.3% | ||
| Q3 24 | 3.7% | 0.3% | ||
| Q2 24 | 5.8% | 0.6% |
现金转化率LSCCRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | 18.52× | ||
| 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
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
