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莱迪思半导体（LSCC）与VERRA MOBILITY Corp（VRRM）财务数据对比。点击上方公司名可切换其他公司
VERRA MOBILITY Corp的季度营收约是莱迪思半导体的1.5倍（$223.6M vs $145.8M），VERRA MOBILITY Corp净利率更高（12.0% vs -5.2%，领先17.2%），莱迪思半导体同比增速更快（24.2% vs 0.1%），莱迪思半导体自由现金流更多（$44.0M vs $9.6M），过去两年莱迪思半导体的营收复合增速更高（1.8% vs 0.3%）
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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
LSCC vs VRRM — 直观对比
营收规模更大
VRRM
是对方的1.5倍
$145.8M
营收增速更快
LSCC
高出24.0%
0.1%
净利率更高
VRRM
高出17.2%
-5.2%
自由现金流更多
LSCC
多$34.3M
$9.6M
两年增速更快
LSCC
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $223.6M |
| 净利润 | $-7.6M | $26.7M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 0.7% | 23.2% |
| 净利率 | -5.2% | 12.0% |
| 营收同比 | 24.2% | 0.1% |
| 净利润同比 | -146.3% | -17.3% |
| 每股收益（稀释后） | $-0.06 | $0.17 |
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LSCCVRRM
| Q1 26 | $145.8M | $223.6M | ||
| Q4 25 | — | $257.9M | ||
| Q3 25 | $133.3M | $261.9M | ||
| Q2 25 | $124.0M | $236.0M | ||
| Q1 25 | $120.2M | $223.3M | ||
| Q4 24 | $117.4M | $221.5M | ||
| Q3 24 | $127.1M | $225.6M | ||
| Q2 24 | $124.1M | $222.4M |
净利润LSCCVRRM
| Q1 26 | $-7.6M | $26.7M | ||
| Q4 25 | — | $18.9M | ||
| Q3 25 | $2.8M | $46.8M | ||
| Q2 25 | $2.9M | $38.6M | ||
| Q1 25 | $5.0M | $32.3M | ||
| Q4 24 | $16.5M | $-66.7M | ||
| Q3 24 | $7.2M | $34.7M | ||
| Q2 24 | $22.6M | $34.2M |
毛利率LSCCVRRM
| 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LSCCVRRM
| Q1 26 | 0.7% | 23.2% | ||
| Q4 25 | — | 16.7% | ||
| Q3 25 | -1.2% | 28.6% | ||
| Q2 25 | 3.8% | 26.8% | ||
| Q1 25 | 5.8% | 25.7% | ||
| Q4 24 | -10.4% | -19.6% | ||
| Q3 24 | 5.9% | 28.3% | ||
| Q2 24 | 18.2% | 27.5% |
净利率LSCCVRRM
| Q1 26 | -5.2% | 12.0% | ||
| Q4 25 | — | 7.3% | ||
| Q3 25 | 2.1% | 17.9% | ||
| Q2 25 | 2.3% | 16.3% | ||
| Q1 25 | 4.2% | 14.5% | ||
| Q4 24 | 14.1% | -30.1% | ||
| Q3 24 | 5.7% | 15.4% | ||
| Q2 24 | 18.2% | 15.4% |
每股收益（稀释后）LSCCVRRM
| Q1 26 | $-0.06 | $0.17 | ||
| Q4 25 | — | $0.12 | ||
| Q3 25 | $0.02 | $0.29 | ||
| Q2 25 | $0.02 | $0.24 | ||
| Q1 25 | $0.04 | $0.20 | ||
| Q4 24 | $0.12 | $-0.39 | ||
| Q3 24 | $0.05 | $0.21 | ||
| Q2 24 | $0.16 | $0.20 |
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 | $46.9M |
| 总债务越低越好 | — | $34.1M |
| 股东权益账面价值 | $714.1M | $272.0M |
| 总资产 | $883.1M | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资LSCCVRRM
| Q1 26 | $133.9M | $46.9M | ||
| Q4 25 | — | $65.3M | ||
| Q3 25 | $117.9M | $196.1M | ||
| Q2 25 | $107.2M | $147.7M | ||
| Q1 25 | $127.6M | $108.5M | ||
| Q4 24 | $136.3M | $77.6M | ||
| Q3 24 | $124.3M | $206.1M | ||
| Q2 24 | $109.2M | $122.0M |
总债务LSCCVRRM
| Q1 26 | — | $34.1M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益LSCCVRRM
| Q1 26 | $714.1M | $272.0M | ||
| Q4 25 | — | $293.0M | ||
| Q3 25 | $706.4M | $403.1M | ||
| Q2 25 | $687.0M | $352.1M | ||
| Q1 25 | $707.9M | $299.6M | ||
| Q4 24 | $710.9M | $265.1M | ||
| Q3 24 | $703.5M | $486.5M | ||
| Q2 24 | $698.8M | $438.6M |
总资产LSCCVRRM
| Q1 26 | $883.1M | $1.7B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | $844.4M | $1.8B | ||
| Q2 25 | $808.6M | $1.7B | ||
| Q1 25 | $823.6M | $1.6B | ||
| Q4 24 | $843.9M | $1.6B | ||
| Q3 24 | $853.7M | $1.9B | ||
| Q2 24 | $827.5M | $1.8B |
负债/权益比LSCCVRRM
| Q1 26 | — | 0.13× | ||
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× |
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 | $40.8M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $9.6M |
| 自由现金流率自由现金流/营收 | 30.2% | 4.3% |
| 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 | — | 1.53× |
| 过去12个月自由现金流最近4个季度 | $132.6M | $104.6M |
8季度趋势，按日历期对齐
经营现金流LSCCVRRM
| Q1 26 | $57.6M | $40.8M | ||
| Q4 25 | — | $40.0M | ||
| Q3 25 | $47.1M | $77.7M | ||
| Q2 25 | $38.5M | $75.1M | ||
| Q1 25 | $31.9M | $63.0M | ||
| Q4 24 | $45.4M | $40.5M | ||
| Q3 24 | $44.0M | $108.8M | ||
| Q2 24 | $21.9M | $40.0M |
自由现金流LSCCVRRM
| Q1 26 | $44.0M | $9.6M | ||
| Q4 25 | — | $5.7M | ||
| Q3 25 | $34.0M | $49.0M | ||
| Q2 25 | $31.3M | $40.3M | ||
| Q1 25 | $23.3M | $41.7M | ||
| Q4 24 | $39.7M | $21.6M | ||
| Q3 24 | $39.4M | $85.1M | ||
| Q2 24 | $14.8M | $26.0M |
自由现金流率LSCCVRRM
| Q1 26 | 30.2% | 4.3% | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | 25.5% | 18.7% | ||
| Q2 25 | 25.2% | 17.1% | ||
| Q1 25 | 19.4% | 18.7% | ||
| Q4 24 | 33.8% | 9.8% | ||
| Q3 24 | 31.0% | 37.7% | ||
| Q2 24 | 11.9% | 11.7% |
资本支出强度LSCCVRRM
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 13.3% | ||
| Q3 25 | 9.8% | 11.0% | ||
| Q2 25 | 5.8% | 14.8% | ||
| Q1 25 | 7.2% | 9.5% | ||
| Q4 24 | 4.9% | 8.5% | ||
| Q3 24 | 3.7% | 10.5% | ||
| Q2 24 | 5.8% | 6.3% |
现金转化率LSCCVRRM
| Q1 26 | — | 1.53× | ||
| Q4 25 | — | 2.12× | ||
| Q3 25 | 16.86× | 1.66× | ||
| Q2 25 | 13.23× | 1.95× | ||
| Q1 25 | 6.35× | 1.95× | ||
| Q4 24 | 2.75× | — | ||
| Q3 24 | 6.12× | 3.13× | ||
| Q2 24 | 0.97× | 1.17× |
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% |
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
