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Aveanna Healthcare Holdings, Inc.（AVAH）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Aveanna Healthcare Holdings, Inc.的1.1倍（$665.5M vs $621.9M），朗美通净利率更高（11.8% vs 2.3%，领先9.5%），朗美通同比增速更快（65.5% vs 22.2%），过去两年朗美通的营收复合增速更高（34.8% vs 14.0%）
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商，核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域，通过覆盖全美的本地护理中心网络为各地患者提供服务，服务对象涵盖公共及私人付费群体。
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。
AVAH vs LITE — 直观对比
营收规模更大
LITE
是对方的1.1倍
$621.9M
营收增速更快
LITE
高出43.3%
22.2%
净利率更高
LITE
高出9.5%
2.3%
两年增速更快
LITE
近两年复合增速
14.0%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $621.9M | $665.5M |
| 净利润 | $14.1M | $78.2M |
| 毛利率 | 32.6% | 36.1% |
| 营业利润率 | 8.6% | 9.7% |
| 净利率 | 2.3% | 11.8% |
| 营收同比 | 22.2% | 65.5% |
| 净利润同比 | 132.8% | 228.4% |
| 每股收益（稀释后） | $0.06 | $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AVAHLITE
| Q4 25 | — | $665.5M | ||
| Q3 25 | $621.9M | $533.8M | ||
| Q2 25 | $589.6M | $480.7M | ||
| Q1 25 | $559.2M | $425.2M | ||
| Q4 24 | $519.9M | $402.2M | ||
| Q3 24 | $509.0M | $336.9M | ||
| Q2 24 | $505.0M | $308.3M | ||
| Q1 24 | $490.7M | $366.5M |
净利润AVAHLITE
| Q4 25 | — | $78.2M | ||
| Q3 25 | $14.1M | $4.2M | ||
| Q2 25 | $27.0M | $213.3M | ||
| Q1 25 | $5.2M | $-44.1M | ||
| Q4 24 | $29.2M | $-60.9M | ||
| Q3 24 | $-42.8M | $-82.4M | ||
| Q2 24 | $13.9M | $-252.5M | ||
| Q1 24 | $-11.2M | $-127.0M |
毛利率AVAHLITE
| Q4 25 | — | 36.1% | ||
| Q3 25 | 32.6% | 34.0% | ||
| Q2 25 | 35.8% | 33.3% | ||
| Q1 25 | 32.8% | 28.8% | ||
| Q4 24 | 33.0% | 24.8% | ||
| Q3 24 | 31.4% | 23.1% | ||
| Q2 24 | 31.3% | 16.6% | ||
| Q1 24 | 29.7% | 16.2% |
营业利润率AVAHLITE
| Q4 25 | — | 9.7% | ||
| Q3 25 | 8.6% | 1.3% | ||
| Q2 25 | 13.6% | -1.7% | ||
| Q1 25 | 9.3% | -8.9% | ||
| Q4 24 | 8.8% | -12.8% | ||
| Q3 24 | 6.7% | -24.5% | ||
| Q2 24 | 7.4% | -43.3% | ||
| Q1 24 | 4.7% | -31.3% |
净利率AVAHLITE
| Q4 25 | — | 11.8% | ||
| Q3 25 | 2.3% | 0.8% | ||
| Q2 25 | 4.6% | 44.4% | ||
| Q1 25 | 0.9% | -10.4% | ||
| Q4 24 | 5.6% | -15.1% | ||
| Q3 24 | -8.4% | -24.5% | ||
| Q2 24 | 2.8% | -81.9% | ||
| Q1 24 | -2.3% | -34.7% |
每股收益（稀释后）AVAHLITE
| Q4 25 | — | $0.89 | ||
| Q3 25 | $0.06 | $0.05 | ||
| Q2 25 | $0.13 | $3.10 | ||
| Q1 25 | $0.03 | $-0.64 | ||
| Q4 24 | $0.15 | $-0.88 | ||
| Q3 24 | $-0.22 | $-1.21 | ||
| Q2 24 | $0.07 | $-3.75 | ||
| Q1 24 | $-0.06 | $-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 | $145.9M | $1.2B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $9.2M | $846.6M |
| 总资产 | $1.8B | $4.8B |
| 负债/权益比越低杠杆越低 | 141.83× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAHLITE
| Q4 25 | — | $1.2B | ||
| Q3 25 | $145.9M | $1.1B | ||
| Q2 25 | $100.7M | $877.1M | ||
| Q1 25 | $71.5M | $866.7M | ||
| Q4 24 | $84.3M | $896.7M | ||
| Q3 24 | $78.5M | $916.1M | ||
| Q2 24 | $47.7M | $887.0M | ||
| Q1 24 | $42.6M | $870.9M |
总债务AVAHLITE
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益AVAHLITE
| Q4 25 | — | $846.6M | ||
| Q3 25 | $9.2M | $780.8M | ||
| Q2 25 | $-12.0M | $1.1B | ||
| Q1 25 | $-100.1M | $879.5M | ||
| Q4 24 | $-123.6M | $872.3M | ||
| Q3 24 | $-156.4M | $895.9M | ||
| Q2 24 | $-119.0M | $957.3M | ||
| Q1 24 | $-136.3M | $1.2B |
总资产AVAHLITE
| Q4 25 | — | $4.8B | ||
| Q3 25 | $1.8B | $4.6B | ||
| Q2 25 | $1.8B | $4.2B | ||
| Q1 25 | $1.7B | $4.0B | ||
| Q4 24 | $1.7B | $4.0B | ||
| Q3 24 | $1.6B | $4.0B | ||
| Q2 24 | $1.7B | $3.9B | ||
| Q1 24 | $1.6B | $4.2B |
负债/权益比AVAHLITE
| Q4 25 | — | — | ||
| Q3 25 | 141.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $33.2M | $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 | 2.36× | 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AVAHLITE
| Q4 25 | — | $126.7M | ||
| Q3 25 | $33.2M | $57.9M | ||
| Q2 25 | $51.6M | $64.0M | ||
| Q1 25 | $-8.6M | $-1.6M | ||
| Q4 24 | $13.4M | $24.3M | ||
| Q3 24 | $29.4M | $39.6M | ||
| Q2 24 | $1.8M | $35.5M | ||
| Q1 24 | $-12.0M | $-7.0M |
自由现金流AVAHLITE
| 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 | ||
| Q1 24 | — | $-26.6M |
自由现金流率AVAHLITE
| 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% | ||
| Q1 24 | — | -7.3% |
资本支出强度AVAHLITE
| 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% | ||
| Q1 24 | — | 5.3% |
现金转化率AVAHLITE
| Q4 25 | — | 1.62× | ||
| Q3 25 | 2.36× | 13.79× | ||
| Q2 25 | 1.91× | 0.30× | ||
| Q1 25 | -1.66× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.13× | — | ||
| 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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
