vs
AMN HEALTHCARE SERVICES INC（AMN）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
AMN HEALTHCARE SERVICES INC的季度营收约是朗美通的2.1倍（$1.4B vs $665.5M），朗美通净利率更高（11.8% vs 4.5%，领先7.2%），AMN HEALTHCARE SERVICES INC同比增速更快（100.0% vs 65.5%），过去两年AMN HEALTHCARE SERVICES INC的营收复合增速更高（36.4% vs 34.8%）
AMN医疗保健服务公司是美国领先的医疗人力资源解决方案提供商，主要为医院、诊所等各类医疗机构提供护士、医师、医技人员及其他临床、非临床岗位的临时与长期派遣服务，同时提供医护团队管理技术支持及相关咨询服务。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
AMN vs LITE — 直观对比
营收规模更大
AMN
是对方的2.1倍
$665.5M
营收增速更快
AMN
高出34.5%
65.5%
净利率更高
LITE
高出7.2%
4.5%
两年增速更快
AMN
近两年复合增速
34.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $665.5M |
| 净利润 | $62.2M | $78.2M |
| 毛利率 | 26.8% | 36.1% |
| 营业利润率 | 8.5% | 9.7% |
| 净利率 | 4.5% | 11.8% |
| 营收同比 | 100.0% | 65.5% |
| 净利润同比 | — | 228.4% |
| 每股收益（稀释后） | $1.59 | $0.89 |
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AMNLITE
| Q1 26 | $1.4B | — | ||
| Q4 25 | $748.2M | $665.5M | ||
| Q3 25 | $634.5M | $533.8M | ||
| Q2 25 | $658.2M | $480.7M | ||
| Q1 25 | $689.5M | $425.2M | ||
| Q4 24 | $734.7M | $402.2M | ||
| Q3 24 | $687.5M | $336.9M | ||
| Q2 24 | $740.7M | $308.3M |
净利润AMNLITE
| Q1 26 | $62.2M | — | ||
| Q4 25 | $-7.7M | $78.2M | ||
| Q3 25 | $29.3M | $4.2M | ||
| Q2 25 | $-116.2M | $213.3M | ||
| Q1 25 | $-1.1M | $-44.1M | ||
| Q4 24 | $-187.5M | $-60.9M | ||
| Q3 24 | $7.0M | $-82.4M | ||
| Q2 24 | $16.2M | $-252.5M |
毛利率AMNLITE
| Q1 26 | 26.8% | — | ||
| Q4 25 | 26.1% | 36.1% | ||
| Q3 25 | 29.1% | 34.0% | ||
| Q2 25 | 29.8% | 33.3% | ||
| Q1 25 | 28.7% | 28.8% | ||
| Q4 24 | 29.8% | 24.8% | ||
| Q3 24 | 31.0% | 23.1% | ||
| Q2 24 | 31.0% | 16.6% |
营业利润率AMNLITE
| Q1 26 | 8.5% | — | ||
| Q4 25 | 1.1% | 9.7% | ||
| Q3 25 | 7.5% | 1.3% | ||
| Q2 25 | -18.8% | -1.7% | ||
| Q1 25 | 1.8% | -8.9% | ||
| Q4 24 | -27.6% | -12.8% | ||
| Q3 24 | 3.2% | -24.5% | ||
| Q2 24 | 5.1% | -43.3% |
净利率AMNLITE
| Q1 26 | 4.5% | — | ||
| Q4 25 | -1.0% | 11.8% | ||
| Q3 25 | 4.6% | 0.8% | ||
| Q2 25 | -17.7% | 44.4% | ||
| Q1 25 | -0.2% | -10.4% | ||
| Q4 24 | -25.5% | -15.1% | ||
| Q3 24 | 1.0% | -24.5% | ||
| Q2 24 | 2.2% | -81.9% |
每股收益（稀释后）AMNLITE
| Q1 26 | $1.59 | — | ||
| Q4 25 | $-0.19 | $0.89 | ||
| Q3 25 | $0.76 | $0.05 | ||
| Q2 25 | $-3.02 | $3.10 | ||
| Q1 25 | $-0.03 | $-0.64 | ||
| Q4 24 | $-4.90 | $-0.88 | ||
| Q3 24 | $0.18 | $-1.21 | ||
| Q2 24 | $0.42 | $-3.75 |
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 | $560.7M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $846.6M |
| 总资产 | $2.6B | $4.8B |
| 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AMNLITE
| Q1 26 | $560.7M | — | ||
| Q4 25 | $34.0M | $1.2B | ||
| Q3 25 | $52.6M | $1.1B | ||
| Q2 25 | $41.5M | $877.1M | ||
| Q1 25 | $55.8M | $866.7M | ||
| Q4 24 | $10.6M | $896.7M | ||
| Q3 24 | $30.6M | $916.1M | ||
| Q2 24 | $48.0M | $887.0M |
总债务AMNLITE
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMNLITE
| Q1 26 | — | — | ||
| Q4 25 | $642.1M | $846.6M | ||
| Q3 25 | $644.4M | $780.8M | ||
| Q2 25 | $607.6M | $1.1B | ||
| Q1 25 | $715.1M | $879.5M | ||
| Q4 24 | $706.6M | $872.3M | ||
| Q3 24 | $890.7M | $895.9M | ||
| Q2 24 | $876.9M | $957.3M |
总资产AMNLITE
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.1B | $4.8B | ||
| Q3 25 | $2.1B | $4.6B | ||
| Q2 25 | $2.2B | $4.2B | ||
| Q1 25 | $2.4B | $4.0B | ||
| Q4 24 | $2.4B | $4.0B | ||
| Q3 24 | $2.7B | $4.0B | ||
| Q2 24 | $2.8B | $3.9B |
负债/权益比AMNLITE
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $562.5M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | 9.04× | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流AMNLITE
| Q1 26 | $562.5M | — | ||
| Q4 25 | $75.6M | $126.7M | ||
| Q3 25 | $22.7M | $57.9M | ||
| Q2 25 | $78.5M | $64.0M | ||
| Q1 25 | $92.7M | $-1.6M | ||
| Q4 24 | $72.8M | $24.3M | ||
| Q3 24 | $66.7M | $39.6M | ||
| Q2 24 | $99.5M | $35.5M |
自由现金流AMNLITE
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | $43.1M | ||
| Q3 25 | $14.8M | $-18.3M | ||
| Q2 25 | $68.7M | $10.1M | ||
| Q1 25 | $82.7M | $-64.4M | ||
| Q4 24 | $56.6M | $-15.9M | ||
| Q3 24 | $47.4M | $-34.5M | ||
| Q2 24 | $72.2M | $10.9M |
自由现金流率AMNLITE
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 6.5% | ||
| Q3 25 | 2.3% | -3.4% | ||
| Q2 25 | 10.4% | 2.1% | ||
| Q1 25 | 12.0% | -15.1% | ||
| Q4 24 | 7.7% | -4.0% | ||
| Q3 24 | 6.9% | -10.2% | ||
| Q2 24 | 9.8% | 3.5% |
资本支出强度AMNLITE
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 12.6% | ||
| Q3 25 | 1.2% | 14.3% | ||
| Q2 25 | 1.5% | 11.2% | ||
| Q1 25 | 1.4% | 14.8% | ||
| Q4 24 | 2.2% | 10.0% | ||
| Q3 24 | 2.8% | 22.0% | ||
| Q2 24 | 3.7% | 8.0% |
现金转化率AMNLITE
| Q1 26 | 9.04× | — | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | 0.77× | 13.79× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 9.54× | — | ||
| Q2 24 | 6.13× | — |
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
AMN
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
