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莱迪思半导体（LSCC）与SONIDA SENIOR LIVING, INC.（SNDA）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SONIDA SENIOR LIVING, INC.的1.5倍（$145.8M vs $97.7M），莱迪思半导体净利率更高（-5.2% vs -30.5%，领先25.2%），莱迪思半导体同比增速更快（24.2% vs 6.2%），莱迪思半导体自由现金流更多（$44.0M vs $-9.3M），过去两年SONIDA SENIOR LIVING, INC.的营收复合增速更高（20.3% 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。
Sonida Senior Living, Inc.是美国领先的养老社区运营商、所有者与投资方，按容纳居住人数规模位居行业前列。该公司及前身自1990年起深耕养老住房服务，截至2025年6月1日，已在美国20个州运营96个养老社区，总可容纳超1万名长者，其中83个为公司自有产权社区，13个为第三方委托管理社区。
LSCC vs SNDA — 直观对比
营收规模更大
LSCC
是对方的1.5倍
$97.7M
营收增速更快
LSCC
高出17.9%
6.2%
净利率更高
LSCC
高出25.2%
-30.5%
自由现金流更多
LSCC
多$53.3M
$-9.3M
两年增速更快
SNDA
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $97.7M |
| 净利润 | $-7.6M | $-29.8M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 0.7% | -30.8% |
| 净利率 | -5.2% | -30.5% |
| 营收同比 | 24.2% | 6.2% |
| 净利润同比 | -146.3% | -441.0% |
| 每股收益（稀释后） | $-0.06 | $-1.73 |
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LSCCSNDA
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $97.7M | ||
| Q3 25 | $133.3M | $98.0M | ||
| Q2 25 | $124.0M | $93.5M | ||
| Q1 25 | $120.2M | $91.9M | ||
| Q4 24 | $117.4M | $91.9M | ||
| Q3 24 | $127.1M | $74.8M | ||
| Q2 24 | $124.1M | $70.2M |
净利润LSCCSNDA
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $-29.8M | ||
| Q3 25 | $2.8M | $-26.9M | ||
| Q2 25 | $2.9M | $-1.6M | ||
| Q1 25 | $5.0M | $-12.5M | ||
| Q4 24 | $16.5M | $-5.5M | ||
| Q3 24 | $7.2M | $-13.8M | ||
| Q2 24 | $22.6M | $-9.8M |
毛利率LSCCSNDA
| 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LSCCSNDA
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | -30.8% | ||
| Q3 25 | -1.2% | -27.8% | ||
| Q2 25 | 3.8% | -2.0% | ||
| Q1 25 | 5.8% | 21.9% | ||
| Q4 24 | -10.4% | -6.7% | ||
| Q3 24 | 5.9% | -19.0% | ||
| Q2 24 | 18.2% | -13.9% |
净利率LSCCSNDA
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | -30.5% | ||
| Q3 25 | 2.1% | -27.4% | ||
| Q2 25 | 2.3% | -1.7% | ||
| Q1 25 | 4.2% | -13.6% | ||
| Q4 24 | 14.1% | -6.0% | ||
| Q3 24 | 5.7% | -18.4% | ||
| Q2 24 | 18.2% | -14.0% |
每股收益（稀释后）LSCCSNDA
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $-1.73 | ||
| Q3 25 | $0.02 | $-1.56 | ||
| Q2 25 | $0.02 | $-0.16 | ||
| Q1 25 | $0.04 | $-0.77 | ||
| Q4 24 | $0.12 | $-0.86 | ||
| Q3 24 | $0.05 | $-0.98 | ||
| Q2 24 | $0.16 | $-0.86 |
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 | $11.0M |
| 总债务越低越好 | — | $689.7M |
| 股东权益账面价值 | $714.1M | $-11.0K |
| 总资产 | $883.1M | $844.8M |
| 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LSCCSNDA
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $11.0M | ||
| Q3 25 | $117.9M | $17.0M | ||
| Q2 25 | $107.2M | $14.1M | ||
| Q1 25 | $127.6M | $14.0M | ||
| Q4 24 | $136.3M | $17.0M | ||
| Q3 24 | $124.3M | $24.9M | ||
| Q2 24 | $109.2M | $9.5M |
总债务LSCCSNDA
| Q1 26 | — | — | ||
| Q4 25 | — | $689.7M | ||
| Q3 25 | — | $684.4M | ||
| Q2 25 | — | $677.9M | ||
| Q1 25 | — | $650.9M | ||
| Q4 24 | — | $651.4M | ||
| Q3 24 | — | $604.1M | ||
| Q2 24 | — | $583.8M |
股东权益LSCCSNDA
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $-11.0K | ||
| Q3 25 | $706.4M | $29.8M | ||
| Q2 25 | $687.0M | $56.7M | ||
| Q1 25 | $707.9M | $58.8M | ||
| Q4 24 | $710.9M | $71.8M | ||
| Q3 24 | $703.5M | $77.5M | ||
| Q2 24 | $698.8M | $-34.1M |
总资产LSCCSNDA
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $844.8M | ||
| Q3 25 | $844.4M | $854.8M | ||
| Q2 25 | $808.6M | $849.8M | ||
| Q1 25 | $823.6M | $824.5M | ||
| Q4 24 | $843.9M | $841.9M | ||
| Q3 24 | $853.7M | $796.2M | ||
| Q2 24 | $827.5M | $652.2M |
负债/权益比LSCCSNDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 22.99× | ||
| Q2 25 | — | 11.96× | ||
| Q1 25 | — | 11.08× | ||
| Q4 24 | — | 9.07× | ||
| Q3 24 | — | 7.79× | ||
| Q2 24 | — | — |
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 | $-400.0K |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $-9.3M |
| 自由现金流率自由现金流/营收 | 30.2% | -9.5% |
| 资本支出强度资本支出/营收 | 9.3% | 9.1% |
| 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 | $132.6M | $-8.9M |
8季度趋势，按日历期对齐
经营现金流LSCCSNDA
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $-400.0K | ||
| Q3 25 | $47.1M | $12.0M | ||
| Q2 25 | $38.5M | $8.9M | ||
| Q1 25 | $31.9M | $3.8M | ||
| Q4 24 | $45.4M | $-3.1M | ||
| Q3 24 | $44.0M | $3.0M | ||
| Q2 24 | $21.9M | $2.5M |
自由现金流LSCCSNDA
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $-9.3M | ||
| Q3 25 | $34.0M | $3.0M | ||
| Q2 25 | $31.3M | $1.9M | ||
| Q1 25 | $23.3M | $-4.5M | ||
| Q4 24 | $39.7M | $-10.4M | ||
| Q3 24 | $39.4M | $-5.1M | ||
| Q2 24 | $14.8M | $-1.7M |
自由现金流率LSCCSNDA
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | -9.5% | ||
| Q3 25 | 25.5% | 3.0% | ||
| Q2 25 | 25.2% | 2.1% | ||
| Q1 25 | 19.4% | -4.9% | ||
| Q4 24 | 33.8% | -11.3% | ||
| Q3 24 | 31.0% | -6.8% | ||
| Q2 24 | 11.9% | -2.4% |
资本支出强度LSCCSNDA
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 9.1% | ||
| Q3 25 | 9.8% | 9.2% | ||
| Q2 25 | 5.8% | 7.5% | ||
| Q1 25 | 7.2% | 9.1% | ||
| Q4 24 | 4.9% | 7.9% | ||
| Q3 24 | 3.7% | 10.8% | ||
| Q2 24 | 5.8% | 5.9% |
现金转化率LSCCSNDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | — | ||
| 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
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
SNDA
| Health Care Resident Service | $86.3M | 88% |
| Community Reimbursement Revenue | $10.3M | 11% |
| Management Service | $1.1M | 1% |
