vs
莱迪思半导体(LSCC)与WD 40 CO(WDFC)财务数据对比。点击上方公司名可切换其他公司
WD 40 CO的季度营收约是莱迪思半导体的1.1倍($154.4M vs $145.8M),WD 40 CO净利率更高(11.3% vs -5.2%,领先16.5%),莱迪思半导体同比增速更快(9.3% vs 0.6%),莱迪思半导体自由现金流更多($44.0M vs $9.1M),过去两年莱迪思半导体的营收复合增速更高(8.4% vs 5.4%)
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。
WD-40公司是全球知名的消费及工业维护用品生产商,核心产品为同名多功能防锈润滑剂,同时布局清洁剂、除油剂、特殊润滑产品等品类,业务覆盖全球170余个国家和地区,服务零售、工业、汽车后市场等多个领域。
LSCC vs WDFC — 直观对比
营收规模更大
WDFC
是对方的1.1倍
$145.8M
营收增速更快
LSCC
高出8.7%
0.6%
净利率更高
WDFC
高出16.5%
-5.2%
自由现金流更多
LSCC
多$34.9M
$9.1M
两年增速更快
LSCC
近两年复合增速
5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $145.8M | $154.4M |
| 净利润 | $-7.6M | $17.5M |
| 毛利率 | 68.5% | 56.2% |
| 营业利润率 | 30.7% | 15.1% |
| 净利率 | -5.2% | 11.3% |
| 营收同比 | 9.3% | 0.6% |
| 净利润同比 | 14.6% | -7.8% |
| 每股收益(稀释后) | $-0.06 | $1.28 |
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
LSCC
WDFC
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $154.4M | ||
| Q3 25 | $133.3M | $163.5M | ||
| Q2 25 | $124.0M | $156.9M | ||
| Q1 25 | $120.2M | $146.1M | ||
| Q4 24 | $117.4M | $153.5M | ||
| Q3 24 | $127.1M | $156.0M | ||
| Q2 24 | $124.1M | $155.0M |
净利润
LSCC
WDFC
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $17.5M | ||
| Q3 25 | $2.8M | $21.2M | ||
| Q2 25 | $2.9M | $21.0M | ||
| Q1 25 | $5.0M | $29.9M | ||
| Q4 24 | $16.5M | $18.9M | ||
| Q3 24 | $7.2M | $16.8M | ||
| Q2 24 | $22.6M | $19.8M |
毛利率
LSCC
WDFC
| Q1 26 | 68.5% | — | ||
| Q4 25 | — | 56.2% | ||
| Q3 25 | 67.9% | 54.7% | ||
| Q2 25 | 68.4% | 56.2% | ||
| Q1 25 | 68.0% | 54.6% | ||
| Q4 24 | 61.1% | 54.8% | ||
| Q3 24 | 69.0% | 54.1% | ||
| Q2 24 | 68.3% | 53.1% |
营业利润率
LSCC
WDFC
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 15.1% | ||
| Q3 25 | -1.2% | 17.1% | ||
| Q2 25 | 3.8% | 17.4% | ||
| Q1 25 | 5.8% | 15.9% | ||
| Q4 24 | -10.4% | 16.4% | ||
| Q3 24 | 5.9% | 15.4% | ||
| Q2 24 | 18.2% | 17.5% |
净利率
LSCC
WDFC
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 11.3% | ||
| Q3 25 | 2.1% | 13.0% | ||
| Q2 25 | 2.3% | 13.4% | ||
| Q1 25 | 4.2% | 20.4% | ||
| Q4 24 | 14.1% | 12.3% | ||
| Q3 24 | 5.7% | 10.8% | ||
| Q2 24 | 18.2% | 12.8% |
每股收益(稀释后)
LSCC
WDFC
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $1.28 | ||
| Q3 25 | $0.02 | $1.57 | ||
| Q2 25 | $0.02 | $1.54 | ||
| Q1 25 | $0.04 | $2.19 | ||
| Q4 24 | $0.12 | $1.39 | ||
| Q3 24 | $0.05 | $1.23 | ||
| Q2 24 | $0.16 | $1.46 |
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 | $48.6M |
| 总债务越低越好 | — | $85.7M |
| 股东权益账面价值 | $714.1M | $264.1M |
| 总资产 | — | $459.7M |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势,按日历期对齐
现金及短期投资
LSCC
WDFC
| Q1 26 | $133.9M | — | ||
| Q4 25 | — | $48.6M | ||
| Q3 25 | $117.9M | $58.1M | ||
| Q2 25 | $107.2M | $51.7M | ||
| Q1 25 | $127.6M | $53.0M | ||
| Q4 24 | $136.3M | $54.9M | ||
| Q3 24 | $124.3M | $46.7M | ||
| Q2 24 | $109.2M | $45.3M |
总债务
LSCC
WDFC
| Q1 26 | — | — | ||
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M |
股东权益
LSCC
WDFC
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $264.1M | ||
| Q3 25 | $706.4M | $268.2M | ||
| Q2 25 | $687.0M | $257.1M | ||
| Q1 25 | $707.9M | $242.1M | ||
| Q4 24 | $710.9M | $226.3M | ||
| Q3 24 | $703.5M | $230.5M | ||
| Q2 24 | $698.8M | $222.2M |
总资产
LSCC
WDFC
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $459.7M | ||
| Q3 25 | $844.4M | $475.8M | ||
| Q2 25 | $808.6M | $456.0M | ||
| Q1 25 | $823.6M | $458.3M | ||
| Q4 24 | $843.9M | $447.3M | ||
| Q3 24 | $853.7M | $449.0M | ||
| Q2 24 | $827.5M | $443.6M |
负债/权益比
LSCC
WDFC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× |
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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $9.1M |
| 自由现金流率自由现金流/营收 | 30.2% | 5.9% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.57× |
| 过去12个月自由现金流最近4个季度 | $153.3M | $78.2M |
8季度趋势,按日历期对齐
经营现金流
LSCC
WDFC
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $10.0M | ||
| Q3 25 | $47.1M | $29.9M | ||
| Q2 25 | $38.5M | $35.1M | ||
| Q1 25 | $31.9M | $8.0M | ||
| Q4 24 | $45.4M | $14.9M | ||
| Q3 24 | $44.0M | $27.2M | ||
| Q2 24 | $21.9M | $19.9M |
自由现金流
LSCC
WDFC
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $9.1M | ||
| Q3 25 | $34.0M | $28.6M | ||
| Q2 25 | $31.3M | $34.0M | ||
| Q1 25 | $23.3M | $6.6M | ||
| Q4 24 | $39.7M | $14.2M | ||
| Q3 24 | $39.4M | $26.4M | ||
| Q2 24 | $14.8M | $18.7M |
自由现金流率
LSCC
WDFC
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | 25.5% | 17.5% | ||
| Q2 25 | 25.2% | 21.6% | ||
| Q1 25 | 19.4% | 4.5% | ||
| Q4 24 | 33.8% | 9.3% | ||
| Q3 24 | 31.0% | 16.9% | ||
| Q2 24 | 11.9% | 12.0% |
资本支出强度
LSCC
WDFC
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | 9.8% | 0.8% | ||
| Q2 25 | 5.8% | 0.7% | ||
| Q1 25 | 7.2% | 0.9% | ||
| Q4 24 | 4.9% | 0.5% | ||
| Q3 24 | 3.7% | 0.5% | ||
| Q2 24 | 5.8% | 0.8% |
现金转化率
LSCC
WDFC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | 16.86× | 1.41× | ||
| Q2 25 | 13.23× | 1.67× | ||
| Q1 25 | 6.35× | 0.27× | ||
| Q4 24 | 2.75× | 0.79× | ||
| Q3 24 | 6.12× | 1.62× | ||
| Q2 24 | 0.97× | 1.00× |
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
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |