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莱迪思半导体（LSCC）与WAFD INC（WAFD）财务数据对比。点击上方公司名可切换其他公司
WAFD INC的季度营收约是莱迪思半导体的1.3倍（$191.4M vs $145.8M），WAFD INC净利率更高（33.5% vs -5.2%，领先38.8%），莱迪思半导体同比增速更快（24.2% vs 11.8%），WAFD INC自由现金流更多（$50.0M vs $44.0M），过去两年WAFD INC的营收复合增速更高（5.5% vs 1.8%）
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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
LSCC vs WAFD — 直观对比
营收规模更大
WAFD
是对方的1.3倍
$145.8M
营收增速更快
LSCC
高出12.3%
11.8%
净利率更高
WAFD
高出38.8%
-5.2%
自由现金流更多
WAFD
多$6.1M
$44.0M
两年增速更快
WAFD
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $191.4M |
| 净利润 | $-7.6M | $64.2M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 0.7% | 43.0% |
| 净利率 | -5.2% | 33.5% |
| 营收同比 | 24.2% | 11.8% |
| 净利润同比 | -146.3% | 35.8% |
| 每股收益（稀释后） | $-0.06 | $0.79 |
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LSCCWAFD
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $191.4M | ||
| Q3 25 | $133.3M | $188.3M | ||
| Q2 25 | $124.0M | $186.3M | ||
| Q1 25 | $120.2M | $179.8M | ||
| Q4 24 | $117.4M | $171.1M | ||
| Q3 24 | $127.1M | $188.7M | ||
| Q2 24 | $124.1M | $194.4M |
净利润LSCCWAFD
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $64.2M | ||
| Q3 25 | $2.8M | $60.6M | ||
| Q2 25 | $2.9M | $62.0M | ||
| Q1 25 | $5.0M | $56.3M | ||
| Q4 24 | $16.5M | $47.3M | ||
| Q3 24 | $7.2M | $61.1M | ||
| Q2 24 | $22.6M | $64.6M |
毛利率LSCCWAFD
| 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LSCCWAFD
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 43.0% | ||
| Q3 25 | -1.2% | 41.2% | ||
| Q2 25 | 3.8% | 42.8% | ||
| Q1 25 | 5.8% | 40.1% | ||
| Q4 24 | -10.4% | 35.2% | ||
| Q3 24 | 5.9% | 42.8% | ||
| Q2 24 | 18.2% | 42.6% |
净利率LSCCWAFD
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 33.5% | ||
| Q3 25 | 2.1% | 32.2% | ||
| Q2 25 | 2.3% | 33.3% | ||
| Q1 25 | 4.2% | 31.3% | ||
| Q4 24 | 14.1% | 27.6% | ||
| Q3 24 | 5.7% | 32.4% | ||
| Q2 24 | 18.2% | 33.2% |
每股收益（稀释后）LSCCWAFD
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $0.79 | ||
| Q3 25 | $0.02 | $0.71 | ||
| Q2 25 | $0.02 | $0.73 | ||
| Q1 25 | $0.04 | $0.65 | ||
| Q4 24 | $0.12 | $0.54 | ||
| Q3 24 | $0.05 | $0.73 | ||
| Q2 24 | $0.16 | $0.75 |
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 | $734.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $3.0B |
| 总资产 | $883.1M | $27.3B |
| 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LSCCWAFD
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $734.9M | ||
| Q3 25 | $117.9M | $657.3M | ||
| Q2 25 | $107.2M | $809.3M | ||
| Q1 25 | $127.6M | $1.2B | ||
| Q4 24 | $136.3M | $1.5B | ||
| Q3 24 | $124.3M | $2.4B | ||
| Q2 24 | $109.2M | $2.5B |
股东权益LSCCWAFD
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $706.4M | $3.0B | ||
| Q2 25 | $687.0M | $3.0B | ||
| Q1 25 | $707.9M | $3.0B | ||
| Q4 24 | $710.9M | $3.0B | ||
| Q3 24 | $703.5M | $3.0B | ||
| Q2 24 | $698.8M | $3.0B |
总资产LSCCWAFD
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $27.3B | ||
| Q3 25 | $844.4M | $26.7B | ||
| Q2 25 | $808.6M | $26.7B | ||
| Q1 25 | $823.6M | $27.6B | ||
| Q4 24 | $843.9M | $27.7B | ||
| Q3 24 | $853.7M | $28.1B | ||
| Q2 24 | $827.5M | $28.6B |
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 | $60.5M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $50.0M |
| 自由现金流率自由现金流/营收 | 30.2% | 26.1% |
| 资本支出强度资本支出/营收 | 9.3% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.94× |
| 过去12个月自由现金流最近4个季度 | $132.6M | $377.9M |
8季度趋势，按日历期对齐
经营现金流LSCCWAFD
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $60.5M | ||
| Q3 25 | $47.1M | $237.0M | ||
| Q2 25 | $38.5M | $58.0M | ||
| Q1 25 | $31.9M | $72.1M | ||
| Q4 24 | $45.4M | $49.4M | ||
| Q3 24 | $44.0M | $439.2M | ||
| Q2 24 | $21.9M | $63.1M |
自由现金流LSCCWAFD
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $50.0M | ||
| Q3 25 | $34.0M | $208.2M | ||
| Q2 25 | $31.3M | $53.1M | ||
| Q1 25 | $23.3M | $66.6M | ||
| Q4 24 | $39.7M | $43.0M | ||
| Q3 24 | $39.4M | $414.6M | ||
| Q2 24 | $14.8M | $58.3M |
自由现金流率LSCCWAFD
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 26.1% | ||
| Q3 25 | 25.5% | 110.6% | ||
| Q2 25 | 25.2% | 28.5% | ||
| Q1 25 | 19.4% | 37.0% | ||
| Q4 24 | 33.8% | 25.1% | ||
| Q3 24 | 31.0% | 219.7% | ||
| Q2 24 | 11.9% | 30.0% |
资本支出强度LSCCWAFD
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | 9.8% | 15.2% | ||
| Q2 25 | 5.8% | 2.6% | ||
| Q1 25 | 7.2% | 3.1% | ||
| Q4 24 | 4.9% | 3.8% | ||
| Q3 24 | 3.7% | 13.1% | ||
| Q2 24 | 5.8% | 2.5% |
现金转化率LSCCWAFD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | 16.86× | 3.91× | ||
| Q2 25 | 13.23× | 0.94× | ||
| Q1 25 | 6.35× | 1.28× | ||
| Q4 24 | 2.75× | 1.05× | ||
| Q3 24 | 6.12× | 7.18× | ||
| Q2 24 | 0.97× | 0.98× |
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% |
WAFD
暂无分部数据
