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莱迪思半导体（LSCC）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）财务数据对比。点击上方公司名可切换其他公司
VIRTUS INVESTMENT PARTNERS, INC.的季度营收约是莱迪思半导体的1.4倍（$199.5M vs $145.8M），VIRTUS INVESTMENT PARTNERS, INC.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 -4.1%），过去两年莱迪思半导体的营收复合增速更高（8.4% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
LSCC vs VRTS — 直观对比
营收规模更大
VRTS
是对方的1.4倍
$145.8M
营收增速更快
LSCC
高出13.4%
-4.1%
净利率更高
VRTS
高出8.8%
-5.2%
两年增速更快
LSCC
近两年复合增速
-5.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $199.5M |
| 净利润 | $-7.6M | $7.1M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | 7.7% |
| 净利率 | -5.2% | 3.6% |
| 营收同比 | 9.3% | -4.1% |
| 净利润同比 | 14.6% | -78.1% |
| 每股收益（稀释后） | $-0.06 | $1.05 |
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LSCCVRTS
| Q1 26 | $145.8M | $199.5M | ||
| Q4 25 | — | $208.0M | ||
| Q3 25 | $133.3M | $216.4M | ||
| Q2 25 | $124.0M | $210.5M | ||
| Q1 25 | $120.2M | $217.9M | ||
| Q4 24 | $117.4M | $233.5M | ||
| Q3 24 | $127.1M | $227.0M | ||
| Q2 24 | $124.1M | $224.4M |
净利润LSCCVRTS
| Q1 26 | $-7.6M | $7.1M | ||
| Q4 25 | — | $33.9M | ||
| Q3 25 | $2.8M | $31.3M | ||
| Q2 25 | $2.9M | $42.7M | ||
| Q1 25 | $5.0M | $28.1M | ||
| Q4 24 | $16.5M | $39.5M | ||
| Q3 24 | $7.2M | $49.1M | ||
| Q2 24 | $22.6M | $26.0M |
毛利率LSCCVRTS
| 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LSCCVRTS
| Q1 26 | 0.7% | 7.7% | ||
| Q4 25 | — | 19.1% | ||
| Q3 25 | -1.2% | 21.7% | ||
| Q2 25 | 3.8% | 21.5% | ||
| Q1 25 | 5.8% | 16.8% | ||
| Q4 24 | -10.4% | 21.7% | ||
| Q3 24 | 5.9% | 24.3% | ||
| Q2 24 | 18.2% | 19.7% |
净利率LSCCVRTS
| Q1 26 | -5.2% | 3.6% | ||
| Q4 25 | — | 16.3% | ||
| Q3 25 | 2.1% | 14.5% | ||
| Q2 25 | 2.3% | 20.3% | ||
| Q1 25 | 4.2% | 12.9% | ||
| Q4 24 | 14.1% | 16.9% | ||
| Q3 24 | 5.7% | 21.6% | ||
| Q2 24 | 18.2% | 11.6% |
每股收益（稀释后）LSCCVRTS
| Q1 26 | $-0.06 | $1.05 | ||
| Q4 25 | — | $5.15 | ||
| Q3 25 | $0.02 | $4.65 | ||
| Q2 25 | $0.02 | $6.12 | ||
| Q1 25 | $0.04 | $4.05 | ||
| Q4 24 | $0.12 | $4.65 | ||
| Q3 24 | $0.05 | $5.71 | ||
| Q2 24 | $0.16 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $93.6B |
| 总资产 | — | — |
| 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LSCCVRTS
| Q1 26 | $133.9M | $136.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | $117.9M | — | ||
| Q2 25 | $107.2M | — | ||
| Q1 25 | $127.6M | — | ||
| Q4 24 | $136.3M | — | ||
| Q3 24 | $124.3M | — | ||
| Q2 24 | $109.2M | — |
总债务LSCCVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益LSCCVRTS
| Q1 26 | $714.1M | $93.6B | ||
| Q4 25 | — | $934.0M | ||
| Q3 25 | $706.4M | $918.7M | ||
| Q2 25 | $687.0M | $896.4M | ||
| Q1 25 | $707.9M | $893.7M | ||
| Q4 24 | $710.9M | $897.5M | ||
| Q3 24 | $703.5M | $889.0M | ||
| Q2 24 | $698.8M | $868.7M |
总资产LSCCVRTS
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $4.3B | ||
| Q3 25 | $844.4M | $3.9B | ||
| Q2 25 | $808.6M | $3.7B | ||
| Q1 25 | $823.6M | $3.7B | ||
| Q4 24 | $843.9M | $4.0B | ||
| Q3 24 | $853.7M | $3.6B | ||
| Q2 24 | $827.5M | $3.6B |
负债/权益比LSCCVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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LSCCVRTS
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $-67.2M | ||
| Q3 25 | $47.1M | $108.3M | ||
| Q2 25 | $38.5M | $75.8M | ||
| Q1 25 | $31.9M | $-3.8M | ||
| Q4 24 | $45.4M | $1.8M | ||
| Q3 24 | $44.0M | $69.1M | ||
| Q2 24 | $21.9M | $70.0M |
自由现金流LSCCVRTS
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $-74.1M | ||
| Q3 25 | $34.0M | $106.9M | ||
| Q2 25 | $31.3M | $74.2M | ||
| Q1 25 | $23.3M | $-6.8M | ||
| Q4 24 | $39.7M | $-3.8M | ||
| Q3 24 | $39.4M | $68.7M | ||
| Q2 24 | $14.8M | $68.6M |
自由现金流率LSCCVRTS
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | -35.6% | ||
| Q3 25 | 25.5% | 49.4% | ||
| Q2 25 | 25.2% | 35.2% | ||
| Q1 25 | 19.4% | -3.1% | ||
| Q4 24 | 33.8% | -1.6% | ||
| Q3 24 | 31.0% | 30.3% | ||
| Q2 24 | 11.9% | 30.6% |
资本支出强度LSCCVRTS
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | 9.8% | 0.7% | ||
| Q2 25 | 5.8% | 0.7% | ||
| Q1 25 | 7.2% | 1.4% | ||
| Q4 24 | 4.9% | 2.4% | ||
| Q3 24 | 3.7% | 0.2% | ||
| Q2 24 | 5.8% | 0.6% |
现金转化率LSCCVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | -1.99× | ||
| Q3 25 | 16.86× | 3.45× | ||
| Q2 25 | 13.23× | 1.77× | ||
| Q1 25 | 6.35× | -0.13× | ||
| Q4 24 | 2.75× | 0.04× | ||
| Q3 24 | 6.12× | 1.41× | ||
| Q2 24 | 0.97× | 2.69× |
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
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
