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LSI INDUSTRIES INC（LYTS）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是LSI INDUSTRIES INC的1.4倍（$207.3M vs $143.9M），LSI INDUSTRIES INC净利率更高（1.4% vs -62.0%，领先63.4%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -4.4%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 2.1%）
LSI Logic Corporation是一家总部位于加利福尼亚州圣克拉拉的美国公司，主营专用集成电路与电子设计自动化业务，设计并销售可加速数据中心、移动网络及客户端计算领域存储与网络性能的半导体和软件产品。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
LYTS vs RARE — 直观对比
营收规模更大
RARE
是对方的1.4倍
$143.9M
营收增速更快
RARE
高出30.3%
-4.4%
净利率更高
LYTS
高出63.4%
-62.0%
两年增速更快
RARE
近两年复合增速
2.1%
损益表 — Q1 FY2027 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $143.9M | $207.3M |
| 净利润 | $2.0M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -54.7% |
| 净利率 | 1.4% | -62.0% |
| 营收同比 | -4.4% | 25.9% |
| 净利润同比 | -4.8% | 3.5% |
| 每股收益（稀释后） | — | $-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LYTSRARE
| Q3 26 | $143.9M | — | ||
| Q1 26 | $143.9M | — | ||
| Q4 25 | $147.0M | $207.3M | ||
| Q3 25 | $157.2M | $159.9M | ||
| Q2 25 | $155.1M | $166.5M | ||
| Q1 25 | $132.5M | $139.3M | ||
| Q4 24 | $147.7M | $164.6M | ||
| Q3 24 | $138.1M | $139.5M |
净利润LYTSRARE
| Q3 26 | $2.0M | — | ||
| Q1 26 | $2.0M | — | ||
| Q4 25 | $6.3M | $-128.6M | ||
| Q3 25 | $7.3M | $-180.4M | ||
| Q2 25 | $8.2M | $-115.0M | ||
| Q1 25 | $3.9M | $-151.1M | ||
| Q4 24 | $5.6M | $-133.2M | ||
| Q3 24 | $6.7M | $-133.5M |
毛利率LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | — | ||
| Q3 25 | 25.6% | — | ||
| Q2 25 | 26.1% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 23.6% | — | ||
| Q3 24 | 24.4% | — |
营业利润率LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | -54.7% | ||
| Q3 25 | 7.0% | -106.9% | ||
| Q2 25 | 7.7% | -64.8% | ||
| Q1 25 | 4.7% | -102.6% | ||
| Q4 24 | 5.7% | -74.3% | ||
| Q3 24 | 6.6% | -94.6% |
净利率LYTSRARE
| Q3 26 | 1.4% | — | ||
| Q1 26 | 1.4% | — | ||
| Q4 25 | 4.3% | -62.0% | ||
| Q3 25 | 4.6% | -112.8% | ||
| Q2 25 | 5.3% | -69.0% | ||
| Q1 25 | 2.9% | -108.5% | ||
| Q4 24 | 3.8% | -80.9% | ||
| Q3 24 | 4.8% | -95.7% |
每股收益（稀释后）LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $0.20 | $-1.28 | ||
| Q3 25 | $0.23 | $-1.81 | ||
| Q2 25 | $0.26 | $-1.17 | ||
| Q1 25 | $0.13 | $-1.57 | ||
| Q4 24 | $0.18 | $-1.34 | ||
| Q3 24 | $0.22 | $-1.40 |
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 | — | $421.0M |
| 总债务越低越好 | $261.0M | — |
| 股东权益账面价值 | $352.8M | $-80.0M |
| 总资产 | $800.5M | $1.5B |
| 负债/权益比越低杠杆越低 | 0.74× | — |
8季度趋势，按日历期对齐
现金及短期投资LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $6.4M | $421.0M | ||
| Q3 25 | $7.1M | $202.5M | ||
| Q2 25 | $3.5M | $176.3M | ||
| Q1 25 | $4.3M | $127.1M | ||
| Q4 24 | $4.7M | $174.0M | ||
| Q3 24 | $7.0M | $150.6M |
总债务LYTSRARE
| Q3 26 | $261.0M | — | ||
| Q1 26 | $261.0M | — | ||
| Q4 25 | $27.9M | — | ||
| Q3 25 | $50.7M | — | ||
| Q2 25 | $48.6M | — | ||
| Q1 25 | $55.4M | — | ||
| Q4 24 | $38.2M | — | ||
| Q3 24 | $47.7M | — |
股东权益LYTSRARE
| Q3 26 | $352.8M | — | ||
| Q1 26 | $352.8M | — | ||
| Q4 25 | $248.1M | $-80.0M | ||
| Q3 25 | $241.3M | $9.2M | ||
| Q2 25 | $230.7M | $151.3M | ||
| Q1 25 | $221.7M | $144.2M | ||
| Q4 24 | $217.1M | $255.0M | ||
| Q3 24 | $211.2M | $346.8M |
总资产LYTSRARE
| Q3 26 | $800.5M | — | ||
| Q1 26 | $800.5M | — | ||
| Q4 25 | $396.3M | $1.5B | ||
| Q3 25 | $404.9M | $1.2B | ||
| Q2 25 | $396.4M | $1.3B | ||
| Q1 25 | $384.6M | $1.3B | ||
| Q4 24 | $344.5M | $1.5B | ||
| Q3 24 | $349.5M | $1.5B |
负债/权益比LYTSRARE
| Q3 26 | 0.74× | — | ||
| Q1 26 | 0.74× | — | ||
| Q4 25 | 0.11× | — | ||
| Q3 25 | 0.21× | — | ||
| Q2 25 | 0.21× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.18× | — | ||
| Q3 24 | 0.23× | — |
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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $-472.0M |
8季度趋势，按日历期对齐
经营现金流LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $25.0M | $-99.8M | ||
| Q3 25 | $676.0K | $-91.4M | ||
| Q2 25 | $9.5M | $-108.3M | ||
| Q1 25 | $6.9M | $-166.5M | ||
| Q4 24 | $9.9M | $-79.3M | ||
| Q3 24 | $11.8M | $-67.0M |
自由现金流LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $23.3M | $-100.8M | ||
| Q3 25 | $-291.0K | $-92.7M | ||
| Q2 25 | $8.5M | $-110.7M | ||
| Q1 25 | $6.2M | $-167.8M | ||
| Q4 24 | $8.8M | $-79.5M | ||
| Q3 24 | $11.1M | $-68.6M |
自由现金流率LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 15.8% | -48.6% | ||
| Q3 25 | -0.2% | -58.0% | ||
| Q2 25 | 5.5% | -66.5% | ||
| Q1 25 | 4.7% | -120.5% | ||
| Q4 24 | 6.0% | -48.3% | ||
| Q3 24 | 8.0% | -49.2% |
资本支出强度LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 0.5% | ||
| Q3 25 | 0.6% | 0.8% | ||
| Q2 25 | 0.6% | 1.5% | ||
| Q1 25 | 0.5% | 1.0% | ||
| Q4 24 | 0.7% | 0.1% | ||
| Q3 24 | 0.5% | 1.2% |
现金转化率LYTSRARE
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.94× | — | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.77× | — | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | 1.77× | — |
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
LYTS
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
