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AMTECH SYSTEMS INC（ASYS）与LIGHTPATH TECHNOLOGIES INC（LPTH）财务数据对比。点击上方公司名可切换其他公司
AMTECH SYSTEMS INC的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.2倍（$19.0M vs $16.4M），AMTECH SYSTEMS INC净利率更高（0.6% vs -57.5%，领先58.1%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs -22.2%），AMTECH SYSTEMS INC自由现金流更多（$3.8M vs $2.0M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs -13.6%）
Amtech Systems Inc是一家全球领先的热处理及自动化设备制造商，核心产品面向半导体、光伏太阳能、LED生产领域，覆盖焊接、扩散、沉积等工艺设备，主要市场包括北美、东亚及西欧，服务电子元器件、清洁能源制造领域的头部客户。
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
ASYS vs LPTH — 直观对比
营收规模更大
ASYS
是对方的1.2倍
$16.4M
营收增速更快
LPTH
高出142.4%
-22.2%
净利率更高
ASYS
高出58.1%
-57.5%
自由现金流更多
ASYS
多$1.9M
$2.0M
两年增速更快
LPTH
近两年复合增速
-13.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $19.0M | $16.4M |
| 净利润 | $108.0K | $-9.4M |
| 毛利率 | 44.8% | 36.8% |
| 营业利润率 | 4.1% | -52.6% |
| 净利率 | 0.6% | -57.5% |
| 营收同比 | -22.2% | 120.2% |
| 净利润同比 | -65.4% | -260.1% |
| 每股收益（稀释后） | $0.01 | $-0.20 |
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ASYSLPTH
| Q4 25 | $19.0M | $16.4M | ||
| Q3 25 | $19.8M | $15.1M | ||
| Q2 25 | $19.6M | $12.2M | ||
| Q1 25 | $15.6M | $9.2M | ||
| Q4 24 | $24.4M | $7.4M | ||
| Q3 24 | $24.1M | $8.4M | ||
| Q2 24 | $26.7M | $8.6M | ||
| Q1 24 | $25.4M | $7.7M |
净利润ASYSLPTH
| Q4 25 | $108.0K | $-9.4M | ||
| Q3 25 | $1.1M | $-2.9M | ||
| Q2 25 | $106.0K | $-7.1M | ||
| Q1 25 | $-31.8M | $-3.6M | ||
| Q4 24 | $312.0K | $-2.6M | ||
| Q3 24 | $-536.0K | $-1.6M | ||
| Q2 24 | $438.0K | $-2.4M | ||
| Q1 24 | $970.0K | $-2.6M |
毛利率ASYSLPTH
| Q4 25 | 44.8% | 36.8% | ||
| Q3 25 | 44.4% | 29.8% | ||
| Q2 25 | 46.7% | 22.0% | ||
| Q1 25 | -2.1% | 29.1% | ||
| Q4 24 | 38.4% | 26.0% | ||
| Q3 24 | 40.7% | 33.9% | ||
| Q2 24 | 36.5% | 29.2% | ||
| Q1 24 | 33.2% | 20.9% |
营业利润率ASYSLPTH
| Q4 25 | 4.1% | -52.6% | ||
| Q3 25 | 9.3% | -16.6% | ||
| Q2 25 | 4.7% | -38.0% | ||
| Q1 25 | -202.7% | -36.3% | ||
| Q4 24 | 1.4% | -33.5% | ||
| Q3 24 | 0.1% | -16.4% | ||
| Q2 24 | 3.1% | -25.6% | ||
| Q1 24 | 5.4% | -33.6% |
净利率ASYSLPTH
| Q4 25 | 0.6% | -57.5% | ||
| Q3 25 | 5.4% | -19.2% | ||
| Q2 25 | 0.5% | -57.8% | ||
| Q1 25 | -204.2% | -39.1% | ||
| Q4 24 | 1.3% | -35.2% | ||
| Q3 24 | -2.2% | -19.3% | ||
| Q2 24 | 1.6% | -27.3% | ||
| Q1 24 | 3.8% | -33.7% |
每股收益（稀释后）ASYSLPTH
| Q4 25 | $0.01 | $-0.20 | ||
| Q3 25 | $0.08 | $-0.07 | ||
| Q2 25 | $0.01 | $0.19 | ||
| Q1 25 | $-2.23 | $-0.44 | ||
| Q4 24 | $0.02 | $-0.07 | ||
| Q3 24 | $-0.04 | $-0.04 | ||
| Q2 24 | $0.03 | $-0.15 | ||
| Q1 24 | $0.07 | $-0.07 |
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 | $22.1M | $73.6M |
| 总债务越低越好 | $162.0K | — |
| 股东权益账面价值 | $54.1M | $77.9M |
| 总资产 | $94.1M | $148.6M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资ASYSLPTH
| Q4 25 | $22.1M | $73.6M | ||
| Q3 25 | $17.9M | — | ||
| Q2 25 | $15.6M | $4.9M | ||
| Q1 25 | $13.4M | — | ||
| Q4 24 | $13.2M | — | ||
| Q3 24 | $11.1M | — | ||
| Q2 24 | $13.2M | — | ||
| Q1 24 | $13.0M | — |
总债务ASYSLPTH
| Q4 25 | $162.0K | — | ||
| Q3 25 | $168.0K | — | ||
| Q2 25 | $127.0K | — | ||
| Q1 25 | $135.0K | — | ||
| Q4 24 | $161.0K | — | ||
| Q3 24 | $189.0K | — | ||
| Q2 24 | $177.0K | $535.0K | ||
| Q1 24 | $65.0K | $599.4K |
股东权益ASYSLPTH
| Q4 25 | $54.1M | $77.9M | ||
| Q3 25 | $53.4M | $21.4M | ||
| Q2 25 | $51.7M | $15.6M | ||
| Q1 25 | $51.0M | $15.7M | ||
| Q4 24 | $82.4M | $26.7M | ||
| Q3 24 | $82.4M | $29.4M | ||
| Q2 24 | $81.7M | $30.2M | ||
| Q1 24 | $80.9M | $31.7M |
总资产ASYSLPTH
| Q4 25 | $94.1M | $148.6M | ||
| Q3 25 | $92.9M | $87.3M | ||
| Q2 25 | $89.5M | $81.5M | ||
| Q1 25 | $83.4M | $81.4M | ||
| Q4 24 | $117.8M | $45.8M | ||
| Q3 24 | $119.3M | $48.4M | ||
| Q2 24 | $127.1M | $48.1M | ||
| Q1 24 | $116.5M | $49.7M |
负债/权益比ASYSLPTH
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | 0.02× | ||
| Q1 24 | 0.00× | 0.02× |
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 | $4.1M | $2.8M |
| 自由现金流经营现金流 - 资本支出 | $3.8M | $2.0M |
| 自由现金流率自由现金流/营收 | 20.2% | 12.0% |
| 资本支出强度资本支出/营收 | 1.5% | 5.3% |
| 现金转化率经营现金流/净利润 | 37.99× | — |
| 过去12个月自由现金流最近4个季度 | $8.0M | $-6.3M |
8季度趋势，按日历期对齐
经营现金流ASYSLPTH
| Q4 25 | $4.1M | $2.8M | ||
| Q3 25 | $2.3M | $-1.1M | ||
| Q2 25 | $2.5M | $-2.6M | ||
| Q1 25 | $210.0K | $-3.2M | ||
| Q4 24 | $2.9M | $-737.4K | ||
| Q3 24 | $879.0K | $-1.7M | ||
| Q2 24 | $3.7M | $64.7K | ||
| Q1 24 | $336.0K | $-394.2K |
自由现金流ASYSLPTH
| Q4 25 | $3.8M | $2.0M | ||
| Q3 25 | $2.0M | $-1.2M | ||
| Q2 25 | $2.0M | $-3.3M | ||
| Q1 25 | $201.0K | $-3.7M | ||
| Q4 24 | $2.7M | $-817.8K | ||
| Q3 24 | $447.0K | $-1.8M | ||
| Q2 24 | $322.0K | $-225.5K | ||
| Q1 24 | $-884.0K | $-802.5K |
自由现金流率ASYSLPTH
| Q4 25 | 20.2% | 12.0% | ||
| Q3 25 | 10.2% | -8.1% | ||
| Q2 25 | 10.1% | -27.3% | ||
| Q1 25 | 1.3% | -40.0% | ||
| Q4 24 | 11.2% | -11.0% | ||
| Q3 24 | 1.9% | -21.2% | ||
| Q2 24 | 1.2% | -2.6% | ||
| Q1 24 | -3.5% | -10.4% |
资本支出强度ASYSLPTH
| Q4 25 | 1.5% | 5.3% | ||
| Q3 25 | 1.2% | 0.5% | ||
| Q2 25 | 2.8% | 5.6% | ||
| Q1 25 | 0.1% | 4.6% | ||
| Q4 24 | 0.6% | 1.1% | ||
| Q3 24 | 1.8% | 0.9% | ||
| Q2 24 | 12.5% | 3.4% | ||
| Q1 24 | 4.8% | 5.3% |
现金转化率ASYSLPTH
| Q4 25 | 37.99× | — | ||
| Q3 25 | 2.12× | — | ||
| Q2 25 | 23.89× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.19× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 8.35× | — | ||
| Q1 24 | 0.35× | — |
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
ASYS
| Thermal Processing Solutions | $14.0M | 74% |
| Semiconductor Fabrication Solutions | $5.0M | 26% |
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
