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AVISTA CORP（AVA）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AVISTA CORP的1.2倍（$665.5M vs $533.0M），AVISTA CORP净利率更高（13.3% vs 11.8%，领先1.6%），朗美通同比增速更快（65.5% vs 0.0%），朗美通自由现金流更多（$43.1M vs $-116.0M），过去两年朗美通的营收复合增速更高（34.8% vs -6.5%）
Avista Corporation是美国能源企业，业务涵盖发电、输电及天然气配送，服务覆盖住宅、商业与工业客户。公司拥有约1550名员工，为美国西部三个州的35.9万电力用户和32万天然气用户提供能源相关服务，业务区域覆盖华盛顿州东部、爱达荷州北部、俄勒冈州南部及东部部分区域，总面积达7.8万平方公里。
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。
AVA vs LITE — 直观对比
营收规模更大
LITE
是对方的1.2倍
$533.0M
营收增速更快
LITE
高出65.4%
0.0%
净利率更高
AVA
高出1.6%
11.8%
自由现金流更多
LITE
多$159.1M
$-116.0M
两年增速更快
LITE
近两年复合增速
-6.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $533.0M | $665.5M |
| 净利润 | $71.0M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 21.0% | 9.7% |
| 净利率 | 13.3% | 11.8% |
| 营收同比 | 0.0% | 65.5% |
| 净利润同比 | 5.7% | 228.4% |
| 每股收益（稀释后） | $0.87 | $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AVALITE
| Q4 25 | $533.0M | $665.5M | ||
| Q3 25 | $403.0M | $533.8M | ||
| Q2 25 | $411.0M | $480.7M | ||
| Q1 25 | $617.0M | $425.2M | ||
| Q4 24 | $532.8M | $402.2M | ||
| Q3 24 | $393.7M | $336.9M | ||
| Q2 24 | $402.1M | $308.3M | ||
| Q1 24 | $609.4M | $366.5M |
净利润AVALITE
| Q4 25 | $71.0M | $78.2M | ||
| Q3 25 | $29.0M | $4.2M | ||
| Q2 25 | $14.0M | $213.3M | ||
| Q1 25 | $79.0M | $-44.1M | ||
| Q4 24 | $67.2M | $-60.9M | ||
| Q3 24 | $18.5M | $-82.4M | ||
| Q2 24 | $22.9M | $-252.5M | ||
| Q1 24 | $71.5M | $-127.0M |
毛利率AVALITE
| 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% | ||
| Q1 24 | — | 16.2% |
营业利润率AVALITE
| Q4 25 | 21.0% | 9.7% | ||
| Q3 25 | 14.9% | 1.3% | ||
| Q2 25 | 13.9% | -1.7% | ||
| Q1 25 | 20.3% | -8.9% | ||
| Q4 24 | 19.1% | -12.8% | ||
| Q3 24 | 12.4% | -24.5% | ||
| Q2 24 | 13.5% | -43.3% | ||
| Q1 24 | 16.6% | -31.3% |
净利率AVALITE
| Q4 25 | 13.3% | 11.8% | ||
| Q3 25 | 7.2% | 0.8% | ||
| Q2 25 | 3.4% | 44.4% | ||
| Q1 25 | 12.8% | -10.4% | ||
| Q4 24 | 12.6% | -15.1% | ||
| Q3 24 | 4.7% | -24.5% | ||
| Q2 24 | 5.7% | -81.9% | ||
| Q1 24 | 11.7% | -34.7% |
每股收益（稀释后）AVALITE
| Q4 25 | $0.87 | $0.89 | ||
| Q3 25 | $0.36 | $0.05 | ||
| Q2 25 | $0.17 | $3.10 | ||
| Q1 25 | $0.98 | $-0.64 | ||
| Q4 24 | $0.86 | $-0.88 | ||
| Q3 24 | $0.23 | $-1.21 | ||
| Q2 24 | $0.29 | $-3.75 | ||
| Q1 24 | $0.91 | $-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 | $19.0M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $846.6M |
| 总资产 | $8.4B | $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AVALITE
| Q4 25 | $19.0M | $1.2B | ||
| Q3 25 | $44.0M | $1.1B | ||
| Q2 25 | $9.0M | $877.1M | ||
| Q1 25 | $17.0M | $866.7M | ||
| Q4 24 | $30.0M | $896.7M | ||
| Q3 24 | $9.1M | $916.1M | ||
| Q2 24 | $14.6M | $887.0M | ||
| Q1 24 | $12.3M | $870.9M |
股东权益AVALITE
| Q4 25 | $2.7B | $846.6M | ||
| Q3 25 | $2.6B | $780.8M | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.6B | $879.5M | ||
| Q4 24 | $2.6B | $872.3M | ||
| Q3 24 | $2.5B | $895.9M | ||
| Q2 24 | $2.5B | $957.3M | ||
| Q1 24 | $2.5B | $1.2B |
总资产AVALITE
| Q4 25 | $8.4B | $4.8B | ||
| Q3 25 | $8.2B | $4.6B | ||
| Q2 25 | $8.1B | $4.2B | ||
| Q1 25 | $8.0B | $4.0B | ||
| Q4 24 | $7.9B | $4.0B | ||
| Q3 24 | $7.8B | $4.0B | ||
| Q2 24 | $7.7B | $3.9B | ||
| Q1 24 | $7.6B | $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 | $75.0M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $-116.0M | $43.1M |
| 自由现金流率自由现金流/营收 | -21.8% | 6.5% |
| 资本支出强度资本支出/营收 | 35.8% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.06× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $-101.0M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流AVALITE
| Q4 25 | $75.0M | $126.7M | ||
| Q3 25 | $170.0M | $57.9M | ||
| Q2 25 | $40.0M | $64.0M | ||
| Q1 25 | $184.0M | $-1.6M | ||
| Q4 24 | $89.8M | $24.3M | ||
| Q3 24 | $127.2M | $39.6M | ||
| Q2 24 | $126.8M | $35.5M | ||
| Q1 24 | $190.1M | $-7.0M |
自由现金流AVALITE
| Q4 25 | $-116.0M | $43.1M | ||
| Q3 25 | $37.0M | $-18.3M | ||
| Q2 25 | $-103.0M | $10.1M | ||
| Q1 25 | $81.0M | $-64.4M | ||
| Q4 24 | $-37.8M | $-15.9M | ||
| Q3 24 | $-27.0M | $-34.5M | ||
| Q2 24 | $-5.7M | $10.9M | ||
| Q1 24 | $71.4M | $-26.6M |
自由现金流率AVALITE
| Q4 25 | -21.8% | 6.5% | ||
| Q3 25 | 9.2% | -3.4% | ||
| Q2 25 | -25.1% | 2.1% | ||
| Q1 25 | 13.1% | -15.1% | ||
| Q4 24 | -7.1% | -4.0% | ||
| Q3 24 | -6.9% | -10.2% | ||
| Q2 24 | -1.4% | 3.5% | ||
| Q1 24 | 11.7% | -7.3% |
资本支出强度AVALITE
| Q4 25 | 35.8% | 12.6% | ||
| Q3 25 | 33.0% | 14.3% | ||
| Q2 25 | 34.8% | 11.2% | ||
| Q1 25 | 16.7% | 14.8% | ||
| Q4 24 | 23.9% | 10.0% | ||
| Q3 24 | 39.2% | 22.0% | ||
| Q2 24 | 33.0% | 8.0% | ||
| Q1 24 | 19.5% | 5.3% |
现金转化率AVALITE
| Q4 25 | 1.06× | 1.62× | ||
| Q3 25 | 5.86× | 13.79× | ||
| Q2 25 | 2.86× | 0.30× | ||
| Q1 25 | 2.33× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 6.88× | — | ||
| Q2 24 | 5.55× | — | ||
| Q1 24 | 2.66× | — |
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
AVA
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
