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Axos Financial, Inc.（AX）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Axos Financial, Inc.的1.7倍（$665.5M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs 11.8%，领先20.0%），过去两年朗美通的营收复合增速更高（34.8% vs 16.1%）
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
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。
AX vs LITE — 直观对比
营收规模更大
LITE
是对方的1.7倍
$392.2M
净利率更高
AX
高出20.0%
11.8%
两年增速更快
LITE
近两年复合增速
16.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $665.5M |
| 净利润 | $124.7M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | — | 9.7% |
| 净利率 | 31.8% | 11.8% |
| 营收同比 | — | 65.5% |
| 净利润同比 | 18.5% | 228.4% |
| 每股收益（稀释后） | $2.15 | $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AXLITE
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $665.5M | ||
| Q3 25 | $323.4M | $533.8M | ||
| Q2 25 | $321.4M | $480.7M | ||
| Q1 25 | $308.8M | $425.2M | ||
| Q4 24 | $307.9M | $402.2M | ||
| Q3 24 | $320.7M | $336.9M | ||
| Q2 24 | $290.9M | $308.3M |
净利润AXLITE
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $78.2M | ||
| Q3 25 | $112.4M | $4.2M | ||
| Q2 25 | $110.7M | $213.3M | ||
| Q1 25 | $105.2M | $-44.1M | ||
| Q4 24 | $104.7M | $-60.9M | ||
| Q3 24 | $112.3M | $-82.4M | ||
| Q2 24 | $104.9M | $-252.5M |
毛利率AXLITE
| 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AXLITE
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 9.7% | ||
| Q3 25 | 46.3% | 1.3% | ||
| Q2 25 | 48.5% | -1.7% | ||
| Q1 25 | 47.9% | -8.9% | ||
| Q4 24 | 48.8% | -12.8% | ||
| Q3 24 | 49.6% | -24.5% | ||
| Q2 24 | 49.6% | -43.3% |
净利率AXLITE
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 11.8% | ||
| Q3 25 | 34.7% | 0.8% | ||
| Q2 25 | 34.4% | 44.4% | ||
| Q1 25 | 34.1% | -10.4% | ||
| Q4 24 | 34.0% | -15.1% | ||
| Q3 24 | 35.0% | -24.5% | ||
| Q2 24 | 36.0% | -81.9% |
每股收益（稀释后）AXLITE
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.89 | ||
| Q3 25 | $1.94 | $0.05 | ||
| Q2 25 | $1.89 | $3.10 | ||
| Q1 25 | $1.81 | $-0.64 | ||
| Q4 24 | $1.80 | $-0.88 | ||
| Q3 24 | $1.93 | $-1.21 | ||
| Q2 24 | $1.75 | $-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 | $3.1B | $846.6M |
| 总资产 | $29.2B | $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AXLITE
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $2.6B | $1.1B | ||
| Q2 25 | $1.9B | $877.1M | ||
| Q1 25 | $2.0B | $866.7M | ||
| Q4 24 | $2.4B | $896.7M | ||
| Q3 24 | $2.6B | $916.1M | ||
| Q2 24 | $2.0B | $887.0M |
总债务AXLITE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — |
股东权益AXLITE
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $846.6M | ||
| Q3 25 | $2.8B | $780.8M | ||
| Q2 25 | $2.7B | $1.1B | ||
| Q1 25 | $2.6B | $879.5M | ||
| Q4 24 | $2.5B | $872.3M | ||
| Q3 24 | $2.4B | $895.9M | ||
| Q2 24 | $2.3B | $957.3M |
总资产AXLITE
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $4.8B | ||
| Q3 25 | $27.4B | $4.6B | ||
| Q2 25 | $24.8B | $4.2B | ||
| Q1 25 | $24.0B | $4.0B | ||
| Q4 24 | $23.7B | $4.0B | ||
| Q3 24 | $23.6B | $4.0B | ||
| Q2 24 | $22.9B | $3.9B |
负债/权益比AXLITE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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AXLITE
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $126.7M | ||
| Q3 25 | $118.4M | $57.9M | ||
| Q2 25 | $490.3M | $64.0M | ||
| Q1 25 | $73.7M | $-1.6M | ||
| Q4 24 | $162.5M | $24.3M | ||
| Q3 24 | $70.8M | $39.6M | ||
| Q2 24 | $305.5M | $35.5M |
自由现金流AXLITE
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $43.1M | ||
| Q3 25 | $109.3M | $-18.3M | ||
| Q2 25 | $436.1M | $10.1M | ||
| Q1 25 | $65.1M | $-64.4M | ||
| Q4 24 | $156.4M | $-15.9M | ||
| Q3 24 | $53.0M | $-34.5M | ||
| Q2 24 | $269.5M | $10.9M |
自由现金流率AXLITE
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 6.5% | ||
| Q3 25 | 33.8% | -3.4% | ||
| Q2 25 | 135.7% | 2.1% | ||
| Q1 25 | 21.1% | -15.1% | ||
| Q4 24 | 50.8% | -4.0% | ||
| Q3 24 | 16.5% | -10.2% | ||
| Q2 24 | 92.6% | 3.5% |
资本支出强度AXLITE
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 12.6% | ||
| Q3 25 | 2.8% | 14.3% | ||
| Q2 25 | 16.9% | 11.2% | ||
| Q1 25 | 2.8% | 14.8% | ||
| Q4 24 | 2.0% | 10.0% | ||
| Q3 24 | 5.5% | 22.0% | ||
| Q2 24 | 12.4% | 8.0% |
现金转化率AXLITE
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 1.62× | ||
| Q3 25 | 1.05× | 13.79× | ||
| Q2 25 | 4.43× | 0.30× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — |
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
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
