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莱迪思半导体（LSCC）与STRATTEC SECURITY CORP（STRT）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STRATTEC SECURITY CORP的1.1倍（$145.8M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs -5.2%，领先8.8%），莱迪思半导体同比增速更快（9.3% vs 5.9%），莱迪思半导体自由现金流更多（$44.0M vs $11.3M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs 7.7%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
LSCC vs STRT — 直观对比
营收规模更大
LSCC
是对方的1.1倍
$137.5M
营收增速更快
LSCC
高出3.4%
5.9%
净利率更高
STRT
高出8.8%
-5.2%
自由现金流更多
LSCC
多$32.7M
$11.3M
两年增速更快
LSCC
近两年复合增速
7.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $137.5M |
| 净利润 | $-7.6M | $4.9M |
| 毛利率 | 68.5% | 16.5% |
| 营业利润率 | 30.7% | 3.5% |
| 净利率 | -5.2% | 3.6% |
| 营收同比 | 9.3% | 5.9% |
| 净利润同比 | 14.6% | 275.1% |
| 每股收益（稀释后） | $-0.06 | $1.20 |
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LSCCSTRT
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $137.5M | ||
| Q3 25 | $133.3M | $152.4M | ||
| Q2 25 | $124.0M | $152.0M | ||
| Q1 25 | $120.2M | $144.1M | ||
| Q4 24 | $117.4M | $129.9M | ||
| Q3 24 | $127.1M | $139.1M | ||
| Q2 24 | $124.1M | — |
净利润LSCCSTRT
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $4.9M | ||
| Q3 25 | $2.8M | $8.5M | ||
| Q2 25 | $2.9M | $8.3M | ||
| Q1 25 | $5.0M | $5.4M | ||
| Q4 24 | $16.5M | $1.3M | ||
| Q3 24 | $7.2M | $3.7M | ||
| Q2 24 | $22.6M | — |
毛利率LSCCSTRT
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 16.5% | ||
| Q3 25 | 67.9% | 17.3% | ||
| Q2 25 | 68.4% | 16.7% | ||
| Q1 25 | 68.0% | 16.0% | ||
| Q4 24 | 61.1% | 13.2% | ||
| Q3 24 | 69.0% | 13.6% | ||
| Q2 24 | 68.3% | — |
营业利润率LSCCSTRT
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | -1.2% | 6.9% | ||
| Q2 25 | 3.8% | 5.6% | ||
| Q1 25 | 5.8% | 4.9% | ||
| Q4 24 | -10.4% | 1.6% | ||
| Q3 24 | 5.9% | 3.6% | ||
| Q2 24 | 18.2% | — |
净利率LSCCSTRT
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 3.6% | ||
| Q3 25 | 2.1% | 5.6% | ||
| Q2 25 | 2.3% | 5.4% | ||
| Q1 25 | 4.2% | 3.7% | ||
| Q4 24 | 14.1% | 1.0% | ||
| Q3 24 | 5.7% | 2.7% | ||
| Q2 24 | 18.2% | — |
每股收益（稀释后）LSCCSTRT
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $1.20 | ||
| Q3 25 | $0.02 | $2.07 | ||
| Q2 25 | $0.02 | $2.02 | ||
| Q1 25 | $0.04 | $1.32 | ||
| Q4 24 | $0.12 | $0.32 | ||
| Q3 24 | $0.05 | $0.92 | ||
| Q2 24 | $0.16 | — |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $236.8M |
| 总资产 | — | $392.2M |
| 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LSCCSTRT
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $99.0M | ||
| Q3 25 | $117.9M | $90.5M | ||
| Q2 25 | $107.2M | $84.6M | ||
| Q1 25 | $127.6M | $62.1M | ||
| Q4 24 | $136.3M | $42.6M | ||
| Q3 24 | $124.3M | $34.4M | ||
| Q2 24 | $109.2M | — |
股东权益LSCCSTRT
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $236.8M | ||
| Q3 25 | $706.4M | $230.5M | ||
| Q2 25 | $687.0M | $221.6M | ||
| Q1 25 | $707.9M | $210.7M | ||
| Q4 24 | $710.9M | $204.5M | ||
| Q3 24 | $703.5M | $203.0M | ||
| Q2 24 | $698.8M | — |
总资产LSCCSTRT
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $392.2M | ||
| Q3 25 | $844.4M | $390.1M | ||
| Q2 25 | $808.6M | $391.5M | ||
| Q1 25 | $823.6M | $387.4M | ||
| Q4 24 | $843.9M | $355.9M | ||
| Q3 24 | $853.7M | $366.9M | ||
| Q2 24 | $827.5M | — |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $11.3M |
| 自由现金流率自由现金流/营收 | 30.2% | 8.2% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | $153.3M | $67.8M |
8季度趋势，按日历期对齐
经营现金流LSCCSTRT
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $13.9M | ||
| Q3 25 | $47.1M | $11.3M | ||
| Q2 25 | $38.5M | $30.2M | ||
| Q1 25 | $31.9M | $20.7M | ||
| Q4 24 | $45.4M | $9.4M | ||
| Q3 24 | $44.0M | $11.3M | ||
| Q2 24 | $21.9M | — |
自由现金流LSCCSTRT
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $11.3M | ||
| Q3 25 | $34.0M | $9.8M | ||
| Q2 25 | $31.3M | $27.2M | ||
| Q1 25 | $23.3M | $19.6M | ||
| Q4 24 | $39.7M | $8.5M | ||
| Q3 24 | $39.4M | $9.3M | ||
| Q2 24 | $14.8M | — |
自由现金流率LSCCSTRT
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | 25.5% | 6.4% | ||
| Q2 25 | 25.2% | 17.9% | ||
| Q1 25 | 19.4% | 13.6% | ||
| Q4 24 | 33.8% | 6.6% | ||
| Q3 24 | 31.0% | 6.7% | ||
| Q2 24 | 11.9% | — |
资本支出强度LSCCSTRT
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | 9.8% | 1.0% | ||
| Q2 25 | 5.8% | 2.0% | ||
| Q1 25 | 7.2% | 0.8% | ||
| Q4 24 | 4.9% | 0.7% | ||
| Q3 24 | 3.7% | 1.5% | ||
| Q2 24 | 5.8% | — |
现金转化率LSCCSTRT
| Q1 26 | — | — | ||
| Q4 25 | — | 2.81× | ||
| Q3 25 | 16.86× | 1.33× | ||
| Q2 25 | 13.23× | 3.65× | ||
| Q1 25 | 6.35× | 3.84× | ||
| Q4 24 | 2.75× | 7.16× | ||
| Q3 24 | 6.12× | 3.06× | ||
| 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
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
