vs
APOGEE ENTERPRISES, INC.（APOG）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
朗美通的季度营收约是APOGEE ENTERPRISES, INC.的1.9倍（$665.5M vs $351.4M），朗美通净利率更高（11.8% vs 4.7%，领先7.0%），朗美通同比增速更快（65.5% vs 1.6%），过去两年朗美通的营收复合增速更高（34.8% vs 2.9%）
Apogee Enterprises是一家美国音频设备制造商，主营音频接口、模数与数模转换器、USB及iOS麦克风，同时还开发音频制作相关软件，产品广泛服务于专业录音、音乐创作等音频领域，在全球音频行业拥有较高的认可度。
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。
APOG vs LITE — 直观对比
营收规模更大
LITE
是对方的1.9倍
$351.4M
营收增速更快
LITE
高出63.9%
1.6%
净利率更高
LITE
高出7.0%
4.7%
两年增速更快
LITE
近两年复合增速
2.9%
损益表 — Q4 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $351.4M | $665.5M |
| 净利润 | $16.6M | $78.2M |
| 毛利率 | 22.4% | 36.1% |
| 营业利润率 | 7.3% | 9.7% |
| 净利率 | 4.7% | 11.8% |
| 营收同比 | 1.6% | 65.5% |
| 净利润同比 | 568.8% | 228.4% |
| 每股收益（稀释后） | $0.78 | $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APOGLITE
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | $665.5M | ||
| Q3 25 | $358.2M | $533.8M | ||
| Q2 25 | $346.6M | $480.7M | ||
| Q1 25 | $345.7M | $425.2M | ||
| Q4 24 | $341.3M | $402.2M | ||
| Q3 24 | $342.4M | $336.9M | ||
| Q2 24 | $331.5M | $308.3M |
净利润APOGLITE
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $78.2M | ||
| Q3 25 | $23.6M | $4.2M | ||
| Q2 25 | $-2.7M | $213.3M | ||
| Q1 25 | $2.5M | $-44.1M | ||
| Q4 24 | $21.0M | $-60.9M | ||
| Q3 24 | $30.6M | $-82.4M | ||
| Q2 24 | $31.0M | $-252.5M |
毛利率APOGLITE
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 36.1% | ||
| Q3 25 | 23.1% | 34.0% | ||
| Q2 25 | 21.7% | 33.3% | ||
| Q1 25 | 21.6% | 28.8% | ||
| Q4 24 | 26.1% | 24.8% | ||
| Q3 24 | 28.4% | 23.1% | ||
| Q2 24 | 29.8% | 16.6% |
营业利润率APOGLITE
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 9.7% | ||
| Q3 25 | 7.5% | 1.3% | ||
| Q2 25 | 2.0% | -1.7% | ||
| Q1 25 | 1.8% | -8.9% | ||
| Q4 24 | 8.4% | -12.8% | ||
| Q3 24 | 12.3% | -24.5% | ||
| Q2 24 | 12.5% | -43.3% |
净利率APOGLITE
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 11.8% | ||
| Q3 25 | 6.6% | 0.8% | ||
| Q2 25 | -0.8% | 44.4% | ||
| Q1 25 | 0.7% | -10.4% | ||
| Q4 24 | 6.1% | -15.1% | ||
| Q3 24 | 8.9% | -24.5% | ||
| Q2 24 | 9.4% | -81.9% |
每股收益（稀释后）APOGLITE
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $0.89 | ||
| Q3 25 | $1.10 | $0.05 | ||
| Q2 25 | $-0.13 | $3.10 | ||
| Q1 25 | $0.12 | $-0.64 | ||
| Q4 24 | $0.96 | $-0.88 | ||
| Q3 24 | $1.40 | $-1.21 | ||
| Q2 24 | $1.41 | $-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 | $39.5M | $1.2B |
| 总债务越低越好 | $232.3M | — |
| 股东权益账面价值 | $511.8M | $846.6M |
| 总资产 | $1.1B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资APOGLITE
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $1.2B | ||
| Q3 25 | $39.5M | $1.1B | ||
| Q2 25 | $32.8M | $877.1M | ||
| Q1 25 | $41.4M | $866.7M | ||
| Q4 24 | $43.9M | $896.7M | ||
| Q3 24 | $51.0M | $916.1M | ||
| Q2 24 | $30.4M | $887.0M |
总债务APOGLITE
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $285.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APOGLITE
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $846.6M | ||
| Q3 25 | $500.2M | $780.8M | ||
| Q2 25 | $481.8M | $1.1B | ||
| Q1 25 | $487.9M | $879.5M | ||
| Q4 24 | $522.1M | $872.3M | ||
| Q3 24 | $506.4M | $895.9M | ||
| Q2 24 | $480.0M | $957.3M |
总资产APOGLITE
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $4.8B | ||
| Q3 25 | $1.2B | $4.6B | ||
| Q2 25 | $1.2B | $4.2B | ||
| Q1 25 | $1.2B | $4.0B | ||
| Q4 24 | $1.2B | $4.0B | ||
| Q3 24 | $917.1M | $4.0B | ||
| Q2 24 | $889.0M | $3.9B |
负债/权益比APOGLITE
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | — | — | ||
| 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 | $122.5M | $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 | 7.8% | 12.6% |
| 现金转化率经营现金流/净利润 | 7.37× | 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APOGLITE
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $126.7M | ||
| Q3 25 | $57.1M | $57.9M | ||
| Q2 25 | $-19.8M | $64.0M | ||
| Q1 25 | $30.0M | $-1.6M | ||
| Q4 24 | $31.0M | $24.3M | ||
| Q3 24 | $58.7M | $39.6M | ||
| Q2 24 | $5.5M | $35.5M |
自由现金流APOGLITE
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $43.1M | ||
| Q3 25 | $52.4M | $-18.3M | ||
| Q2 25 | $-26.9M | $10.1M | ||
| Q1 25 | $19.1M | $-64.4M | ||
| Q4 24 | $22.0M | $-15.9M | ||
| Q3 24 | $50.2M | $-34.5M | ||
| Q2 24 | $-1.8M | $10.9M |
自由现金流率APOGLITE
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 6.5% | ||
| Q3 25 | 14.6% | -3.4% | ||
| Q2 25 | -7.8% | 2.1% | ||
| Q1 25 | 5.5% | -15.1% | ||
| Q4 24 | 6.4% | -4.0% | ||
| Q3 24 | 14.7% | -10.2% | ||
| Q2 24 | -0.5% | 3.5% |
资本支出强度APOGLITE
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 12.6% | ||
| Q3 25 | 1.3% | 14.3% | ||
| Q2 25 | 2.1% | 11.2% | ||
| Q1 25 | 3.2% | 14.8% | ||
| Q4 24 | 2.6% | 10.0% | ||
| Q3 24 | 2.5% | 22.0% | ||
| Q2 24 | 2.2% | 8.0% |
现金转化率APOGLITE
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 1.62× | ||
| Q3 25 | 2.41× | 13.79× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | 12.08× | — | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 0.18× | — |
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
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
