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莱迪思半导体(LSCC)与WisdomTree, Inc.(WT)财务数据对比。点击上方公司名可切换其他公司
WisdomTree, Inc.的季度营收约是莱迪思半导体的1.0倍($147.4M vs $145.8M),WisdomTree, Inc.净利率更高(27.1% vs -5.2%,领先32.4%),WisdomTree, Inc.同比增速更快(33.2% vs 9.3%),WisdomTree, Inc.自由现金流更多($147.7M vs $44.0M),过去两年WisdomTree, Inc.的营收复合增速更高(23.4% vs 8.4%)
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。
WisdomTree, Inc.是总部位于纽约的全球ETF(交易型开放式指数基金)及交易所交易产品发行方与资产管理机构,2006年6月推出首批ETF产品,目前是美国主流ETF供应商之一。其发行的ETF覆盖全球不同资产类别与地区市场,产品线涵盖美国及国际股票、货币、固定收益及另类投资等品类。
LSCC vs WT — 直观对比
营收规模更大
WT
是对方的1.0倍
$145.8M
营收增速更快
WT
高出23.9%
9.3%
净利率更高
WT
高出32.4%
-5.2%
自由现金流更多
WT
多$103.8M
$44.0M
两年增速更快
WT
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $145.8M | $147.4M |
| 净利润 | $-7.6M | $40.0M |
| 毛利率 | 68.5% | — |
| 营业利润率 | 30.7% | 40.5% |
| 净利率 | -5.2% | 27.1% |
| 营收同比 | 9.3% | 33.2% |
| 净利润同比 | 14.6% | 46.6% |
| 每股收益(稀释后) | $-0.06 | $0.28 |
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
WT
| Q1 26 | $145.8M | — | ||
| Q4 25 | — | $147.4M | ||
| Q3 25 | $133.3M | $125.6M | ||
| Q2 25 | $124.0M | $112.6M | ||
| Q1 25 | $120.2M | $108.1M | ||
| Q4 24 | $117.4M | $110.7M | ||
| Q3 24 | $127.1M | $113.2M | ||
| Q2 24 | $124.1M | $107.0M |
净利润
LSCC
WT
| Q1 26 | $-7.6M | — | ||
| Q4 25 | — | $40.0M | ||
| Q3 25 | $2.8M | $19.7M | ||
| Q2 25 | $2.9M | $24.8M | ||
| Q1 25 | $5.0M | $24.6M | ||
| Q4 24 | $16.5M | $27.3M | ||
| Q3 24 | $7.2M | $-4.5M | ||
| Q2 24 | $22.6M | $21.8M |
毛利率
LSCC
WT
| 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
LSCC
WT
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 40.5% | ||
| Q3 25 | -1.2% | 36.3% | ||
| Q2 25 | 3.8% | 30.8% | ||
| Q1 25 | 5.8% | 31.6% | ||
| Q4 24 | -10.4% | 31.7% | ||
| Q3 24 | 5.9% | 36.0% | ||
| Q2 24 | 18.2% | 31.3% |
净利率
LSCC
WT
| Q1 26 | -5.2% | — | ||
| Q4 25 | — | 27.1% | ||
| Q3 25 | 2.1% | 15.7% | ||
| Q2 25 | 2.3% | 22.0% | ||
| Q1 25 | 4.2% | 22.8% | ||
| Q4 24 | 14.1% | 24.7% | ||
| Q3 24 | 5.7% | -4.0% | ||
| Q2 24 | 18.2% | 20.3% |
每股收益(稀释后)
LSCC
WT
| Q1 26 | $-0.06 | — | ||
| Q4 25 | — | $0.28 | ||
| Q3 25 | $0.02 | $0.13 | ||
| Q2 25 | $0.02 | $0.17 | ||
| Q1 25 | $0.04 | $0.17 | ||
| Q4 24 | $0.12 | $0.20 | ||
| Q3 24 | $0.05 | $-0.13 | ||
| Q2 24 | $0.16 | $0.13 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $413.7M |
| 总资产 | — | $1.5B |
| 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
LSCC
WT
| Q1 26 | $133.9M | — | ||
| 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 | $132.5M |
股东权益
LSCC
WT
| Q1 26 | $714.1M | — | ||
| Q4 25 | — | $413.7M | ||
| Q3 25 | $706.4M | $373.4M | ||
| Q2 25 | $687.0M | $445.1M | ||
| Q1 25 | $707.9M | $415.6M | ||
| Q4 24 | $710.9M | $400.0M | ||
| Q3 24 | $703.5M | $374.9M | ||
| Q2 24 | $698.8M | $445.6M |
总资产
LSCC
WT
| Q1 26 | $883.1M | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $844.4M | $1.4B | ||
| Q2 25 | $808.6M | $1.1B | ||
| Q1 25 | $823.6M | $1.0B | ||
| Q4 24 | $843.9M | $1.0B | ||
| Q3 24 | $853.7M | $1.0B | ||
| Q2 24 | $827.5M | $964.1M |
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 | $147.9M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $147.7M |
| 自由现金流率自由现金流/营收 | 30.2% | 100.2% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 3.70× |
| 过去12个月自由现金流最近4个季度 | $153.3M | $240.8M |
8季度趋势,按日历期对齐
经营现金流
LSCC
WT
| Q1 26 | $57.6M | — | ||
| Q4 25 | — | $147.9M | ||
| Q3 25 | $47.1M | $48.1M | ||
| Q2 25 | $38.5M | $38.8M | ||
| Q1 25 | $31.9M | $6.4M | ||
| Q4 24 | $45.4M | $113.5M | ||
| Q3 24 | $44.0M | $47.7M | ||
| Q2 24 | $21.9M | $32.2M |
自由现金流
LSCC
WT
| Q1 26 | $44.0M | — | ||
| Q4 25 | — | $147.7M | ||
| Q3 25 | $34.0M | $48.0M | ||
| Q2 25 | $31.3M | $38.7M | ||
| Q1 25 | $23.3M | $6.3M | ||
| Q4 24 | $39.7M | $113.3M | ||
| Q3 24 | $39.4M | $47.7M | ||
| Q2 24 | $14.8M | $32.2M |
自由现金流率
LSCC
WT
| Q1 26 | 30.2% | — | ||
| Q4 25 | — | 100.2% | ||
| Q3 25 | 25.5% | 38.2% | ||
| Q2 25 | 25.2% | 34.4% | ||
| Q1 25 | 19.4% | 5.9% | ||
| Q4 24 | 33.8% | 102.4% | ||
| Q3 24 | 31.0% | 42.1% | ||
| Q2 24 | 11.9% | 30.1% |
资本支出强度
LSCC
WT
| Q1 26 | 9.3% | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | 9.8% | 0.0% | ||
| Q2 25 | 5.8% | 0.1% | ||
| Q1 25 | 7.2% | 0.0% | ||
| Q4 24 | 4.9% | 0.1% | ||
| Q3 24 | 3.7% | 0.0% | ||
| Q2 24 | 5.8% | 0.0% |
现金转化率
LSCC
WT
| Q1 26 | — | — | ||
| Q4 25 | — | 3.70× | ||
| Q3 25 | 16.86× | 2.44× | ||
| Q2 25 | 13.23× | 1.57× | ||
| Q1 25 | 6.35× | 0.26× | ||
| Q4 24 | 2.75× | 4.15× | ||
| Q3 24 | 6.12× | — | ||
| Q2 24 | 0.97× | 1.48× |
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
WT
| Investment Advisory Management And Administrative Service | $122.7M | 83% |
| Other Services Income | $12.7M | 9% |
| IE | $11.5M | 8% |