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莱迪思半导体（LSCC）与Thryv Holdings, Inc.（THRY）财务数据对比。点击上方公司名可切换其他公司
Thryv Holdings, Inc.的季度营收约是莱迪思半导体的1.2倍（$167.7M vs $145.8M），Thryv Holdings, Inc.净利率更高（2.7% vs -5.2%，领先8.0%），莱迪思半导体同比增速更快（9.3% vs -7.5%），莱迪思半导体自由现金流更多（$44.0M vs $-5.5M），过去两年莱迪思半导体的营收复合增速更高（8.4% vs -13.5%）
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。
Thryv Holdings, Inc.是一家上市软件服务（SaaS）企业，面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯，业务覆盖美国48个州，现有员工超过2400名，其前身是多家黄页企业组成的集团。
LSCC vs THRY — 直观对比
营收规模更大
THRY
是对方的1.2倍
$145.8M
营收增速更快
LSCC
高出16.8%
-7.5%
净利率更高
THRY
高出8.0%
-5.2%
自由现金流更多
LSCC
多$49.4M
$-5.5M
两年增速更快
LSCC
近两年复合增速
-13.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $167.7M |
| 净利润 | $-7.6M | $4.5M |
| 毛利率 | 68.5% | 65.2% |
| 营业利润率 | 30.7% | 37.3% |
| 净利率 | -5.2% | 2.7% |
| 营收同比 | 9.3% | -7.5% |
| 净利润同比 | 14.6% | 147.2% |
| 每股收益（稀释后） | $-0.06 | $0.10 |
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LSCCTHRY
| Q1 26 | $145.8M | $167.7M | ||
| Q4 25 | — | $191.6M | ||
| Q3 25 | $133.3M | $201.6M | ||
| Q2 25 | $124.0M | $210.5M | ||
| Q1 25 | $120.2M | $181.4M | ||
| Q4 24 | $117.4M | $186.6M | ||
| Q3 24 | $127.1M | $179.9M | ||
| Q2 24 | $124.1M | $224.1M |
净利润LSCCTHRY
| Q1 26 | $-7.6M | $4.5M | ||
| Q4 25 | — | $-9.7M | ||
| Q3 25 | $2.8M | $5.7M | ||
| Q2 25 | $2.9M | $13.9M | ||
| Q1 25 | $5.0M | $-9.6M | ||
| Q4 24 | $16.5M | $7.9M | ||
| Q3 24 | $7.2M | $-96.1M | ||
| Q2 24 | $22.6M | $5.5M |
毛利率LSCCTHRY
| Q1 26 | 68.5% | 65.2% | ||
| Q4 25 | — | 68.0% | ||
| Q3 25 | 67.9% | 67.7% | ||
| Q2 25 | 68.4% | 69.7% | ||
| Q1 25 | 68.0% | 65.8% | ||
| Q4 24 | 61.1% | 65.9% | ||
| Q3 24 | 69.0% | 62.3% | ||
| Q2 24 | 68.3% | 66.3% |
营业利润率LSCCTHRY
| Q1 26 | 0.7% | 37.3% | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | -1.2% | 9.9% | ||
| Q2 25 | 3.8% | 14.0% | ||
| Q1 25 | 5.8% | -1.7% | ||
| Q4 24 | -10.4% | -3.9% | ||
| Q3 24 | 5.9% | -49.2% | ||
| Q2 24 | 18.2% | 14.0% |
净利率LSCCTHRY
| Q1 26 | -5.2% | 2.7% | ||
| Q4 25 | — | -5.0% | ||
| Q3 25 | 2.1% | 2.8% | ||
| Q2 25 | 2.3% | 6.6% | ||
| Q1 25 | 4.2% | -5.3% | ||
| Q4 24 | 14.1% | 4.2% | ||
| Q3 24 | 5.7% | -53.4% | ||
| Q2 24 | 18.2% | 2.5% |
每股收益（稀释后）LSCCTHRY
| Q1 26 | $-0.06 | $0.10 | ||
| Q4 25 | — | $-0.21 | ||
| Q3 25 | $0.02 | $0.13 | ||
| Q2 25 | $0.02 | $0.31 | ||
| Q1 25 | $0.04 | $-0.22 | ||
| Q4 24 | $0.12 | $0.28 | ||
| Q3 24 | $0.05 | $-2.65 | ||
| Q2 24 | $0.16 | $0.15 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $225.4M |
| 总资产 | — | $693.7M |
| 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LSCCTHRY
| Q1 26 | $133.9M | $8.0M | ||
| Q4 25 | — | $10.8M | ||
| Q3 25 | $117.9M | $11.6M | ||
| Q2 25 | $107.2M | $10.8M | ||
| Q1 25 | $127.6M | $11.0M | ||
| Q4 24 | $136.3M | $16.3M | ||
| Q3 24 | $124.3M | $12.5M | ||
| Q2 24 | $109.2M | $15.5M |
总债务LSCCTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | $253.5M | ||
| Q3 25 | — | $268.2M | ||
| Q2 25 | — | $275.6M | ||
| Q1 25 | — | $299.0M | ||
| Q4 24 | — | $284.3M | ||
| Q3 24 | — | $307.8M | ||
| Q2 24 | — | $342.1M |
股东权益LSCCTHRY
| Q1 26 | $714.1M | $225.4M | ||
| Q4 25 | — | $218.1M | ||
| Q3 25 | $706.4M | $221.1M | ||
| Q2 25 | $687.0M | $214.9M | ||
| Q1 25 | $707.9M | $193.2M | ||
| Q4 24 | $710.9M | $196.9M | ||
| Q3 24 | $703.5M | $94.5M | ||
| Q2 24 | $698.8M | $183.1M |
总资产LSCCTHRY
| Q1 26 | $883.1M | $693.7M | ||
| Q4 25 | — | $688.6M | ||
| Q3 25 | $844.4M | $701.8M | ||
| Q2 25 | $808.6M | $687.7M | ||
| Q1 25 | $823.6M | $703.7M | ||
| Q4 24 | $843.9M | $712.2M | ||
| Q3 24 | $853.7M | $654.8M | ||
| Q2 24 | $827.5M | $785.5M |
负债/权益比LSCCTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 3.26× | ||
| Q2 24 | — | 1.87× |
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 | $-5.5M |
| 自由现金流率自由现金流/营收 | 30.2% | -3.3% |
| 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 | $43.3M |
8季度趋势，按日历期对齐
经营现金流LSCCTHRY
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $22.2M | ||
| Q3 25 | $47.1M | $22.2M | ||
| Q2 25 | $38.5M | $29.6M | ||
| Q1 25 | $31.9M | $-10.5M | ||
| Q4 24 | $45.4M | $26.1M | ||
| Q3 24 | $44.0M | $36.0M | ||
| Q2 24 | $21.9M | $22.2M |
自由现金流LSCCTHRY
| Q1 26 | $44.0M | $-5.5M | ||
| Q4 25 | — | $12.3M | ||
| Q3 25 | $34.0M | $14.6M | ||
| Q2 25 | $31.3M | $21.8M | ||
| Q1 25 | $23.3M | $-17.6M | ||
| Q4 24 | $39.7M | $17.3M | ||
| Q3 24 | $39.4M | $27.5M | ||
| Q2 24 | $14.8M | $13.3M |
自由现金流率LSCCTHRY
| Q1 26 | 30.2% | -3.3% | ||
| Q4 25 | — | 6.4% | ||
| Q3 25 | 25.5% | 7.2% | ||
| Q2 25 | 25.2% | 10.4% | ||
| Q1 25 | 19.4% | -9.7% | ||
| Q4 24 | 33.8% | 9.3% | ||
| Q3 24 | 31.0% | 15.3% | ||
| Q2 24 | 11.9% | 5.9% |
资本支出强度LSCCTHRY
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 5.2% | ||
| Q3 25 | 9.8% | 3.8% | ||
| Q2 25 | 5.8% | 3.7% | ||
| Q1 25 | 7.2% | 3.9% | ||
| Q4 24 | 4.9% | 4.7% | ||
| Q3 24 | 3.7% | 4.7% | ||
| Q2 24 | 5.8% | 4.0% |
现金转化率LSCCTHRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.86× | 3.93× | ||
| Q2 25 | 13.23× | 2.12× | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | 3.32× | ||
| Q3 24 | 6.12× | — | ||
| Q2 24 | 0.97× | 4.01× |
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
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |
