vs
莱迪思半导体(LSCC)与合众银行(STBA)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合众银行的1.4倍($145.8M vs $102.1M),合众银行净利率更高(34.4% vs -5.2%,领先39.6%),过去两年莱迪思半导体的营收复合增速更高(8.4% vs 2.6%)
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。
合众银行是总部位于美国明尼苏达州明尼阿波利斯、注册地为特拉华州的跨国银行机构,截至2025年为美国第五大银行,也是美国中西部规模最大的银行,被金融稳定委员会认定为系统重要性机构。旗下核心运营主体为美国合众银行全国协会,以“U.S. Bank”品牌开展业务,提供银行、投资、抵押贷款等多元金融服务。
LSCC vs STBA — 直观对比
营收规模更大
LSCC
是对方的1.4倍
$102.1M
净利率更高
STBA
高出39.6%
-5.2%
两年增速更快
LSCC
近两年复合增速
2.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $145.8M | $102.1M |
| 净利润 | $-7.6M | $35.1M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | — |
| 净利率 | -5.2% | 34.4% |
| 营收同比 | 9.3% | — |
| 净利润同比 | 14.6% | 5.0% |
| 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
STBA
| Q1 26 | $145.8M | $102.1M | ||
| Q4 25 | — | $105.3M | ||
| Q3 25 | $133.3M | $103.0M | ||
| Q2 25 | $124.0M | $100.1M | ||
| Q1 25 | $120.2M | $93.8M | ||
| Q4 24 | $117.4M | $94.3M | ||
| Q3 24 | $127.1M | $96.4M | ||
| Q2 24 | $124.1M | $96.9M |
净利润
LSCC
STBA
| Q1 26 | $-7.6M | $35.1M | ||
| Q4 25 | — | $34.0M | ||
| Q3 25 | $2.8M | $35.0M | ||
| Q2 25 | $2.9M | $31.9M | ||
| Q1 25 | $5.0M | $33.4M | ||
| Q4 24 | $16.5M | $33.1M | ||
| Q3 24 | $7.2M | $32.6M | ||
| Q2 24 | $22.6M | $34.4M |
毛利率
LSCC
STBA
| 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
STBA
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 40.3% | ||
| Q3 25 | -1.2% | 42.6% | ||
| Q2 25 | 3.8% | 40.0% | ||
| Q1 25 | 5.8% | 44.5% | ||
| Q4 24 | -10.4% | 43.8% | ||
| Q3 24 | 5.9% | 43.0% | ||
| Q2 24 | 18.2% | 44.2% |
净利率
LSCC
STBA
| Q1 26 | -5.2% | 34.4% | ||
| Q4 25 | — | 32.3% | ||
| Q3 25 | 2.1% | 33.9% | ||
| Q2 25 | 2.3% | 31.9% | ||
| Q1 25 | 4.2% | 35.6% | ||
| Q4 24 | 14.1% | 35.1% | ||
| Q3 24 | 5.7% | 33.8% | ||
| Q2 24 | 18.2% | 35.5% |
每股收益(稀释后)
LSCC
STBA
| Q1 26 | $-0.06 | $0.94 | ||
| Q4 25 | — | $0.88 | ||
| Q3 25 | $0.02 | $0.91 | ||
| Q2 25 | $0.02 | $0.83 | ||
| Q1 25 | $0.04 | $0.87 | ||
| Q4 24 | $0.12 | $0.86 | ||
| Q3 24 | $0.05 | $0.85 | ||
| Q2 24 | $0.16 | $0.89 |
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 | — |
| 总债务越低越好 | — | $100.8M |
| 股东权益账面价值 | $714.1M | $1.4B |
| 总资产 | — | $9.9B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势,按日历期对齐
现金及短期投资
LSCC
STBA
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $163.4M | ||
| Q3 25 | $117.9M | $196.2M | ||
| Q2 25 | $107.2M | $203.1M | ||
| Q1 25 | $127.6M | $211.8M | ||
| Q4 24 | $136.3M | $244.8M | ||
| Q3 24 | $124.3M | $228.1M | ||
| Q2 24 | $109.2M | $246.3M |
总债务
LSCC
STBA
| Q1 26 | — | $100.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
LSCC
STBA
| Q1 26 | $714.1M | $1.4B | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $706.4M | $1.5B | ||
| Q2 25 | $687.0M | $1.4B | ||
| Q1 25 | $707.9M | $1.4B | ||
| Q4 24 | $710.9M | $1.4B | ||
| Q3 24 | $703.5M | $1.4B | ||
| Q2 24 | $698.8M | $1.3B |
总资产
LSCC
STBA
| Q1 26 | $883.1M | $9.9B | ||
| Q4 25 | — | $9.9B | ||
| Q3 25 | $844.4M | $9.8B | ||
| Q2 25 | $808.6M | $9.8B | ||
| Q1 25 | $823.6M | $9.7B | ||
| Q4 24 | $843.9M | $9.7B | ||
| Q3 24 | $853.7M | $9.6B | ||
| Q2 24 | $827.5M | $9.6B |
负债/权益比
LSCC
STBA
| Q1 26 | — | 0.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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 | — |
| 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 | — | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
LSCC
STBA
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $133.6M | ||
| Q3 25 | $47.1M | $40.5M | ||
| Q2 25 | $38.5M | $28.3M | ||
| Q1 25 | $31.9M | $28.7M | ||
| Q4 24 | $45.4M | $173.4M | ||
| Q3 24 | $44.0M | $27.6M | ||
| Q2 24 | $21.9M | $44.7M |
自由现金流
LSCC
STBA
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $128.8M | ||
| Q3 25 | $34.0M | $39.9M | ||
| Q2 25 | $31.3M | $27.1M | ||
| Q1 25 | $23.3M | $27.0M | ||
| Q4 24 | $39.7M | $170.4M | ||
| Q3 24 | $39.4M | $26.9M | ||
| Q2 24 | $14.8M | $43.9M |
自由现金流率
LSCC
STBA
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 122.4% | ||
| Q3 25 | 25.5% | 38.7% | ||
| Q2 25 | 25.2% | 27.1% | ||
| Q1 25 | 19.4% | 28.8% | ||
| Q4 24 | 33.8% | 180.7% | ||
| Q3 24 | 31.0% | 28.0% | ||
| Q2 24 | 11.9% | 45.3% |
资本支出强度
LSCC
STBA
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | 9.8% | 0.6% | ||
| Q2 25 | 5.8% | 1.2% | ||
| Q1 25 | 7.2% | 1.8% | ||
| Q4 24 | 4.9% | 3.1% | ||
| Q3 24 | 3.7% | 0.7% | ||
| Q2 24 | 5.8% | 0.9% |
现金转化率
LSCC
STBA
| Q1 26 | — | — | ||
| Q4 25 | — | 3.93× | ||
| Q3 25 | 16.86× | 1.16× | ||
| Q2 25 | 13.23× | 0.89× | ||
| Q1 25 | 6.35× | 0.86× | ||
| Q4 24 | 2.75× | 5.24× | ||
| Q3 24 | 6.12× | 0.85× | ||
| Q2 24 | 0.97× | 1.30× |
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
STBA
| Net Interest Income | $88.4M | 87% |
| Noninterest Income | $13.6M | 13% |