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ASSOCIATED BANC-CORP（ASB）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ASSOCIATED BANC-CORP的1.7倍（$665.5M vs $383.0M），ASSOCIATED BANC-CORP净利率更高（31.2% vs 11.8%，领先19.5%），过去两年朗美通的营收复合增速更高（34.8% vs 9.1%）
联合银行集团（Associated Banc-Corp）是美国区域性银行控股公司，总部位于威斯康星州格林贝，深耕美国中西部地区，主营零售银行、商业银行、商业地产贷款、私人银行及特色金融服务，在威斯康星州、伊利诺伊州、明尼苏达州设有220多个营业网点，覆盖100多个社区，还在印第安纳、密歇根等多州设有贷款办事处。
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。
ASB vs LITE — 直观对比
营收规模更大
LITE
是对方的1.7倍
$383.0M
净利率更高
ASB
高出19.5%
11.8%
两年增速更快
LITE
近两年复合增速
9.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $383.0M | $665.5M |
| 净利润 | $119.6M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | — | 9.7% |
| 净利率 | 31.2% | 11.8% |
| 营收同比 | — | 65.5% |
| 净利润同比 | 566.6% | 228.4% |
| 每股收益（稀释后） | $0.70 | $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ASBLITE
| Q1 26 | $383.0M | — | ||
| Q4 25 | $310.0M | $665.5M | ||
| Q3 25 | $305.2M | $533.8M | ||
| Q2 25 | $300.0M | $480.7M | ||
| Q1 25 | $285.9M | $425.2M | ||
| Q4 24 | $270.3M | $402.2M | ||
| Q3 24 | $329.7M | $336.9M | ||
| Q2 24 | $321.8M | $308.3M |
净利润ASBLITE
| Q1 26 | $119.6M | — | ||
| Q4 25 | $137.1M | $78.2M | ||
| Q3 25 | $124.7M | $4.2M | ||
| Q2 25 | $111.2M | $213.3M | ||
| Q1 25 | $101.7M | $-44.1M | ||
| Q4 24 | $-161.6M | $-60.9M | ||
| Q3 24 | $88.0M | $-82.4M | ||
| Q2 24 | $115.6M | $-252.5M |
毛利率ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 36.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 24.8% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 16.6% |
营业利润率ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | 52.6% | 9.7% | ||
| Q3 25 | 50.5% | 1.3% | ||
| Q2 25 | 46.5% | -1.7% | ||
| Q1 25 | 42.3% | -8.9% | ||
| Q4 24 | -65.8% | -12.8% | ||
| Q3 24 | 32.8% | -24.5% | ||
| Q2 24 | 32.0% | -43.3% |
净利率ASBLITE
| Q1 26 | 31.2% | — | ||
| Q4 25 | 44.2% | 11.8% | ||
| Q3 25 | 40.9% | 0.8% | ||
| Q2 25 | 37.1% | 44.4% | ||
| Q1 25 | 35.6% | -10.4% | ||
| Q4 24 | -59.8% | -15.1% | ||
| Q3 24 | 26.7% | -24.5% | ||
| Q2 24 | 35.9% | -81.9% |
每股收益（稀释后）ASBLITE
| Q1 26 | $0.70 | — | ||
| Q4 25 | $0.80 | $0.89 | ||
| Q3 25 | $0.73 | $0.05 | ||
| Q2 25 | $0.65 | $3.10 | ||
| Q1 25 | $0.59 | $-0.64 | ||
| Q4 24 | $-1.10 | $-0.88 | ||
| Q3 24 | $0.56 | $-1.21 | ||
| Q2 24 | $0.74 | $-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 | — | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $846.6M |
| 总资产 | $45.6B | $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ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | — | $896.7M | ||
| Q3 24 | — | $916.1M | ||
| Q2 24 | — | $887.0M |
总债务ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $594.1M | — | ||
| Q2 25 | $593.5M | — | ||
| Q1 25 | $591.4M | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $844.3M | — | ||
| Q2 24 | $536.1M | — |
股东权益ASBLITE
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | $846.6M | ||
| Q3 25 | $4.9B | $780.8M | ||
| Q2 25 | $4.8B | $1.1B | ||
| Q1 25 | $4.7B | $879.5M | ||
| Q4 24 | $4.6B | $872.3M | ||
| Q3 24 | $4.4B | $895.9M | ||
| Q2 24 | $4.2B | $957.3M |
总资产ASBLITE
| Q1 26 | $45.6B | — | ||
| Q4 25 | $45.2B | $4.8B | ||
| Q3 25 | $44.5B | $4.6B | ||
| Q2 25 | $44.0B | $4.2B | ||
| Q1 25 | $43.3B | $4.0B | ||
| Q4 24 | $43.0B | $4.0B | ||
| Q3 24 | $42.2B | $4.0B | ||
| Q2 24 | $41.6B | $3.9B |
负债/权益比ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.13× | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 0.19× | — | ||
| Q2 24 | 0.13× | — |
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 | — | $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 | — | 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ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | $218.1M | $126.7M | ||
| Q3 25 | $158.0M | $57.9M | ||
| Q2 25 | $141.5M | $64.0M | ||
| Q1 25 | $98.2M | $-1.6M | ||
| Q4 24 | $207.1M | $24.3M | ||
| Q3 24 | $105.1M | $39.6M | ||
| Q2 24 | $113.5M | $35.5M |
自由现金流ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | — | $43.1M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | — | $10.1M | ||
| Q1 25 | — | $-64.4M | ||
| Q4 24 | — | $-15.9M | ||
| Q3 24 | — | $-34.5M | ||
| Q2 24 | — | $10.9M |
自由现金流率ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | -3.4% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | -15.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -10.2% | ||
| Q2 24 | — | 3.5% |
资本支出强度ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | — | 8.0% |
现金转化率ASBLITE
| Q1 26 | — | — | ||
| Q4 25 | 1.59× | 1.62× | ||
| Q3 25 | 1.27× | 13.79× | ||
| Q2 25 | 1.27× | 0.30× | ||
| Q1 25 | 0.97× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 0.98× | — |
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
ASB
| Net Interest Income | $307.2M | 80% |
| Noninterest Income | $75.9M | 20% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
