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AdvanSix Inc.（ASIX）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AdvanSix Inc.的1.8倍（$665.5M vs $359.9M），朗美通净利率更高（11.8% vs -0.8%，领先12.5%），朗美通同比增速更快（65.5% vs 9.4%），朗美通自由现金流更多（$43.1M vs $36.1M），过去两年朗美通的营收复合增速更高（34.8% vs 3.4%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
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。
ASIX vs LITE — 直观对比
营收规模更大
LITE
是对方的1.8倍
$359.9M
营收增速更快
LITE
高出56.1%
9.4%
净利率更高
LITE
高出12.5%
-0.8%
自由现金流更多
LITE
多$7.0M
$36.1M
两年增速更快
LITE
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $665.5M |
| 净利润 | $-2.8M | $78.2M |
| 毛利率 | 7.6% | 36.1% |
| 营业利润率 | -0.7% | 9.7% |
| 净利率 | -0.8% | 11.8% |
| 营收同比 | 9.4% | 65.5% |
| 净利润同比 | -892.9% | 228.4% |
| 每股收益（稀释后） | $-0.11 | $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ASIXLITE
| Q4 25 | $359.9M | $665.5M | ||
| Q3 25 | $374.5M | $533.8M | ||
| Q2 25 | $410.0M | $480.7M | ||
| Q1 25 | $377.8M | $425.2M | ||
| Q4 24 | $329.1M | $402.2M | ||
| Q3 24 | $398.2M | $336.9M | ||
| Q2 24 | $453.5M | $308.3M | ||
| Q1 24 | $336.8M | $366.5M |
净利润ASIXLITE
| Q4 25 | $-2.8M | $78.2M | ||
| Q3 25 | $-2.6M | $4.2M | ||
| Q2 25 | $31.4M | $213.3M | ||
| Q1 25 | $23.3M | $-44.1M | ||
| Q4 24 | $352.0K | $-60.9M | ||
| Q3 24 | $22.3M | $-82.4M | ||
| Q2 24 | $38.9M | $-252.5M | ||
| Q1 24 | $-17.4M | $-127.0M |
毛利率ASIXLITE
| Q4 25 | 7.6% | 36.1% | ||
| Q3 25 | 6.8% | 34.0% | ||
| Q2 25 | 14.3% | 33.3% | ||
| Q1 25 | 14.2% | 28.8% | ||
| Q4 24 | 3.4% | 24.8% | ||
| Q3 24 | 14.4% | 23.1% | ||
| Q2 24 | 17.9% | 16.6% | ||
| Q1 24 | 0.9% | 16.2% |
营业利润率ASIXLITE
| Q4 25 | -0.7% | 9.7% | ||
| Q3 25 | -0.9% | 1.3% | ||
| Q2 25 | 7.7% | -1.7% | ||
| Q1 25 | 7.7% | -8.9% | ||
| Q4 24 | -3.9% | -12.8% | ||
| Q3 24 | 7.5% | -24.5% | ||
| Q2 24 | 11.5% | -43.3% | ||
| Q1 24 | -7.0% | -31.3% |
净利率ASIXLITE
| Q4 25 | -0.8% | 11.8% | ||
| Q3 25 | -0.7% | 0.8% | ||
| Q2 25 | 7.7% | 44.4% | ||
| Q1 25 | 6.2% | -10.4% | ||
| Q4 24 | 0.1% | -15.1% | ||
| Q3 24 | 5.6% | -24.5% | ||
| Q2 24 | 8.6% | -81.9% | ||
| Q1 24 | -5.2% | -34.7% |
每股收益（稀释后）ASIXLITE
| Q4 25 | $-0.11 | $0.89 | ||
| Q3 25 | $-0.10 | $0.05 | ||
| Q2 25 | $1.15 | $3.10 | ||
| Q1 25 | $0.86 | $-0.64 | ||
| Q4 24 | $0.02 | $-0.88 | ||
| Q3 24 | $0.82 | $-1.21 | ||
| Q2 24 | $1.43 | $-3.75 | ||
| Q1 24 | $-0.65 | $-1.88 |
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 | $19.8M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $846.6M |
| 总资产 | $1.7B | $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ASIXLITE
| Q4 25 | $19.8M | $1.2B | ||
| Q3 25 | $23.7M | $1.1B | ||
| Q2 25 | $18.4M | $877.1M | ||
| Q1 25 | $8.3M | $866.7M | ||
| Q4 24 | $19.6M | $896.7M | ||
| Q3 24 | $17.3M | $916.1M | ||
| Q2 24 | $12.1M | $887.0M | ||
| Q1 24 | $20.6M | $870.9M |
股东权益ASIXLITE
| Q4 25 | $815.2M | $846.6M | ||
| Q3 25 | $818.2M | $780.8M | ||
| Q2 25 | $823.7M | $1.1B | ||
| Q1 25 | $794.4M | $879.5M | ||
| Q4 24 | $774.6M | $872.3M | ||
| Q3 24 | $766.4M | $895.9M | ||
| Q2 24 | $746.6M | $957.3M | ||
| Q1 24 | $713.2M | $1.2B |
总资产ASIXLITE
| Q4 25 | $1.7B | $4.8B | ||
| Q3 25 | $1.7B | $4.6B | ||
| Q2 25 | $1.6B | $4.2B | ||
| Q1 25 | $1.6B | $4.0B | ||
| Q4 24 | $1.6B | $4.0B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.5B | $3.9B | ||
| Q1 24 | $1.5B | $4.2B |
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 | $63.7M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | $43.1M |
| 自由现金流率自由现金流/营收 | 10.0% | 6.5% |
| 资本支出强度资本支出/营收 | 7.7% | 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 | $6.4M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流ASIXLITE
| Q4 25 | $63.7M | $126.7M | ||
| Q3 25 | $26.6M | $57.9M | ||
| Q2 25 | $21.1M | $64.0M | ||
| Q1 25 | $11.4M | $-1.6M | ||
| Q4 24 | $64.2M | $24.3M | ||
| Q3 24 | $57.3M | $39.6M | ||
| Q2 24 | $50.2M | $35.5M | ||
| Q1 24 | $-36.2M | $-7.0M |
自由现金流ASIXLITE
| Q4 25 | $36.1M | $43.1M | ||
| Q3 25 | $66.0K | $-18.3M | ||
| Q2 25 | $-7.2M | $10.1M | ||
| Q1 25 | $-22.6M | $-64.4M | ||
| Q4 24 | $29.8M | $-15.9M | ||
| Q3 24 | $26.8M | $-34.5M | ||
| Q2 24 | $16.7M | $10.9M | ||
| Q1 24 | $-71.6M | $-26.6M |
自由现金流率ASIXLITE
| Q4 25 | 10.0% | 6.5% | ||
| Q3 25 | 0.0% | -3.4% | ||
| Q2 25 | -1.7% | 2.1% | ||
| Q1 25 | -6.0% | -15.1% | ||
| Q4 24 | 9.1% | -4.0% | ||
| Q3 24 | 6.7% | -10.2% | ||
| Q2 24 | 3.7% | 3.5% | ||
| Q1 24 | -21.3% | -7.3% |
资本支出强度ASIXLITE
| Q4 25 | 7.7% | 12.6% | ||
| Q3 25 | 7.1% | 14.3% | ||
| Q2 25 | 6.9% | 11.2% | ||
| Q1 25 | 9.0% | 14.8% | ||
| Q4 24 | 10.4% | 10.0% | ||
| Q3 24 | 7.7% | 22.0% | ||
| Q2 24 | 7.4% | 8.0% | ||
| Q1 24 | 10.5% | 5.3% |
现金转化率ASIXLITE
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 13.79× | ||
| Q2 25 | 0.67× | 0.30× | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 182.29× | — | ||
| Q3 24 | 2.57× | — | ||
| Q2 24 | 1.29× | — | ||
| Q1 24 | — | — |
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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
