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莱迪思半导体（LSCC）与Telesat Corp（TSAT）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Telesat Corp的2.0倍（$145.8M vs $73.8M），莱迪思半导体净利率更高（-5.2% vs -119.8%，领先114.6%），过去两年莱迪思半导体的营收复合增速更高（1.8% vs -64.0%）
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。
Telesat是加拿大知名卫星通信企业，前身为加拿大通信卫星公司，成立于1969年5月2日，总部位于渥太华，专注于提供卫星通信相关解决方案与服务，在全球卫星通信领域拥有深厚的技术积累与行业经验。
LSCC vs TSAT — 直观对比
营收规模更大
LSCC
是对方的2.0倍
$73.8M
净利率更高
LSCC
高出114.6%
-119.8%
两年增速更快
LSCC
近两年复合增速
-64.0%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $73.8M |
| 净利润 | $-7.6M | $-88.4M |
| 毛利率 | 68.5% | 95.3% |
| 营业利润率 | 0.7% | 5.9% |
| 净利率 | -5.2% | -119.8% |
| 营收同比 | 24.2% | — |
| 净利润同比 | -146.3% | — |
| 每股收益（稀释后） | $-0.06 | — |
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LSCCTSAT
| Q1 26 | $145.8M | — | ||
| Q3 25 | $133.3M | $73.8M | ||
| Q2 25 | $124.0M | $77.5M | ||
| Q1 25 | $120.2M | $152.2M | ||
| Q4 24 | $117.4M | — | ||
| Q3 24 | $127.1M | — | ||
| Q2 24 | $124.1M | $363.2M | ||
| Q1 24 | $140.8M | — |
净利润LSCCTSAT
| Q1 26 | $-7.6M | — | ||
| Q3 25 | $2.8M | $-88.4M | ||
| Q2 25 | $2.9M | $55.1M | ||
| Q1 25 | $5.0M | $-52.3M | ||
| Q4 24 | $16.5M | — | ||
| Q3 24 | $7.2M | — | ||
| Q2 24 | $22.6M | $547.4M | ||
| Q1 24 | $14.8M | — |
毛利率LSCCTSAT
| Q1 26 | 68.5% | — | ||
| Q3 25 | 67.9% | 95.3% | ||
| Q2 25 | 68.4% | 95.9% | ||
| Q1 25 | 68.0% | — | ||
| Q4 24 | 61.1% | — | ||
| Q3 24 | 69.0% | — | ||
| Q2 24 | 68.3% | — | ||
| Q1 24 | 68.3% | — |
营业利润率LSCCTSAT
| Q1 26 | 0.7% | — | ||
| Q3 25 | -1.2% | 5.9% | ||
| Q2 25 | 3.8% | 16.8% | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | -10.4% | — | ||
| Q3 24 | 5.9% | — | ||
| Q2 24 | 18.2% | — | ||
| Q1 24 | 11.8% | — |
净利率LSCCTSAT
| Q1 26 | -5.2% | — | ||
| Q3 25 | 2.1% | -119.8% | ||
| Q2 25 | 2.3% | 71.2% | ||
| Q1 25 | 4.2% | -34.4% | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 18.2% | 150.7% | ||
| Q1 24 | 10.5% | — |
每股收益（稀释后）LSCCTSAT
| Q1 26 | $-0.06 | — | ||
| Q3 25 | $0.02 | — | ||
| Q2 25 | $0.02 | — | ||
| Q1 25 | $0.04 | — | ||
| Q4 24 | $0.12 | — | ||
| Q3 24 | $0.05 | — | ||
| Q2 24 | $0.16 | — | ||
| Q1 24 | $0.11 | — |
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 | $352.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $1.6B |
| 总资产 | $883.1M | $5.1B |
| 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LSCCTSAT
| Q1 26 | $133.9M | — | ||
| Q3 25 | $117.9M | $352.3M | ||
| Q2 25 | $107.2M | $399.6M | ||
| Q1 25 | $127.6M | $552.1M | ||
| Q4 24 | $136.3M | — | ||
| Q3 24 | $124.3M | — | ||
| Q2 24 | $109.2M | $1.7B | ||
| Q1 24 | $107.5M | — |
股东权益LSCCTSAT
| Q1 26 | $714.1M | — | ||
| Q3 25 | $706.4M | $1.6B | ||
| Q2 25 | $687.0M | $1.7B | ||
| Q1 25 | $707.9M | $2.5B | ||
| Q4 24 | $710.9M | — | ||
| Q3 24 | $703.5M | — | ||
| Q2 24 | $698.8M | $2.4B | ||
| Q1 24 | $682.7M | — |
总资产LSCCTSAT
| Q1 26 | $883.1M | — | ||
| Q3 25 | $844.4M | $5.1B | ||
| Q2 25 | $808.6M | $4.9B | ||
| Q1 25 | $823.6M | $6.9B | ||
| Q4 24 | $843.9M | — | ||
| Q3 24 | $853.7M | — | ||
| Q2 24 | $827.5M | $6.3B | ||
| Q1 24 | $815.6M | — |
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 | 9.3% | — |
| 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季度趋势，按日历期对齐
经营现金流LSCCTSAT
| Q1 26 | $57.6M | — | ||
| Q3 25 | $47.1M | — | ||
| Q2 25 | $38.5M | — | ||
| Q1 25 | $31.9M | — | ||
| Q4 24 | $45.4M | — | ||
| Q3 24 | $44.0M | — | ||
| Q2 24 | $21.9M | — | ||
| Q1 24 | $29.5M | — |
自由现金流LSCCTSAT
| Q1 26 | $44.0M | — | ||
| Q3 25 | $34.0M | — | ||
| Q2 25 | $31.3M | — | ||
| Q1 25 | $23.3M | — | ||
| Q4 24 | $39.7M | — | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $14.8M | — | ||
| Q1 24 | $26.1M | — |
自由现金流率LSCCTSAT
| Q1 26 | 30.2% | — | ||
| Q3 25 | 25.5% | — | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 19.4% | — | ||
| Q4 24 | 33.8% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 11.9% | — | ||
| Q1 24 | 18.5% | — |
资本支出强度LSCCTSAT
| Q1 26 | 9.3% | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | 2.4% | — |
现金转化率LSCCTSAT
| Q1 26 | — | — | ||
| Q3 25 | 16.86× | — | ||
| Q2 25 | 13.23× | — | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | — | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | 1.99× | — |
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% |
TSAT
暂无分部数据
