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BrightView Holdings, Inc.（BV）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
BrightView Holdings, Inc.的季度营收约是朗美通的1.1倍（$702.9M vs $665.5M），朗美通净利率更高（11.8% vs 0.2%，领先11.5%），朗美通同比增速更快（65.5% vs 6.1%），过去两年朗美通的营收复合增速更高（34.8% vs -1.8%）
BrightView Holdings是美国领先的商业景观服务提供商，业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等，服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
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。
BV vs LITE — 直观对比
营收规模更大
BV
是对方的1.1倍
$665.5M
营收增速更快
LITE
高出59.4%
6.1%
净利率更高
LITE
高出11.5%
0.2%
两年增速更快
LITE
近两年复合增速
-1.8%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $702.9M | $665.5M |
| 净利润 | $1.7M | $78.2M |
| 毛利率 | 19.6% | 36.1% |
| 营业利润率 | 2.3% | 9.7% |
| 净利率 | 0.2% | 11.8% |
| 营收同比 | 6.1% | 65.5% |
| 净利润同比 | -73.4% | 228.4% |
| 每股收益（稀释后） | — | $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BVLITE
| Q2 26 | $702.9M | — | ||
| Q1 26 | $614.7M | — | ||
| Q4 25 | $614.7M | $665.5M | ||
| Q3 25 | $702.7M | $533.8M | ||
| Q2 25 | $708.3M | $480.7M | ||
| Q1 25 | $662.6M | $425.2M | ||
| Q4 24 | $599.2M | $402.2M | ||
| Q3 24 | $728.7M | $336.9M |
净利润BVLITE
| Q2 26 | $1.7M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-15.2M | $78.2M | ||
| Q3 25 | $27.7M | $4.2M | ||
| Q2 25 | $32.3M | $213.3M | ||
| Q1 25 | $6.4M | $-44.1M | ||
| Q4 24 | $-10.4M | $-60.9M | ||
| Q3 24 | $25.6M | $-82.4M |
毛利率BVLITE
| Q2 26 | 19.6% | — | ||
| Q1 26 | 18.6% | — | ||
| Q4 25 | 18.6% | 36.1% | ||
| Q3 25 | 25.1% | 34.0% | ||
| Q2 25 | 24.1% | 33.3% | ||
| Q1 25 | 22.3% | 28.8% | ||
| Q4 24 | 21.2% | 24.8% | ||
| Q3 24 | 25.0% | 23.1% |
营业利润率BVLITE
| Q2 26 | 2.3% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -1.2% | 9.7% | ||
| Q3 25 | 7.9% | 1.3% | ||
| Q2 25 | 8.1% | -1.7% | ||
| Q1 25 | 3.4% | -8.9% | ||
| Q4 24 | -0.1% | -12.8% | ||
| Q3 24 | 7.1% | -24.5% |
净利率BVLITE
| Q2 26 | 0.2% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -2.5% | 11.8% | ||
| Q3 25 | 3.9% | 0.8% | ||
| Q2 25 | 4.6% | 44.4% | ||
| Q1 25 | 1.0% | -10.4% | ||
| Q4 24 | -1.7% | -15.1% | ||
| Q3 24 | 3.5% | -24.5% |
每股收益（稀释后）BVLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-0.26 | $0.89 | ||
| Q3 25 | $0.21 | $0.05 | ||
| Q2 25 | $0.15 | $3.10 | ||
| Q1 25 | $-0.03 | $-0.64 | ||
| Q4 24 | $-0.20 | $-0.88 | ||
| Q3 24 | $0.20 | $-1.21 |
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 | $10.1M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $846.6M |
| 总资产 | $3.4B | $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BVLITE
| Q2 26 | $10.1M | — | ||
| Q1 26 | $37.0M | — | ||
| Q4 25 | $37.0M | $1.2B | ||
| Q3 25 | $74.5M | $1.1B | ||
| Q2 25 | $79.1M | $877.1M | ||
| Q1 25 | $141.3M | $866.7M | ||
| Q4 24 | $98.3M | $896.7M | ||
| Q3 24 | $140.4M | $916.1M |
总债务BVLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $801.1M | — | ||
| Q3 25 | $790.2M | — | ||
| Q2 25 | $790.7M | — | ||
| Q1 25 | $798.9M | — | ||
| Q4 24 | $796.5M | — | ||
| Q3 24 | $802.5M | — |
股东权益BVLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $846.6M | ||
| Q3 25 | $1.3B | $780.8M | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $879.5M | ||
| Q4 24 | $1.3B | $872.3M | ||
| Q3 24 | $1.3B | $895.9M |
总资产BVLITE
| Q2 26 | $3.4B | — | ||
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.3B | $4.8B | ||
| Q3 25 | $3.4B | $4.6B | ||
| Q2 25 | $3.4B | $4.2B | ||
| Q1 25 | $3.3B | $4.0B | ||
| Q4 24 | $3.3B | $4.0B | ||
| Q3 24 | $3.4B | $4.0B |
负债/权益比BVLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.63× | — | ||
| Q4 24 | 0.63× | — | ||
| Q3 24 | 0.63× | — |
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 | $82.3M | $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 | 7.8% | 12.6% |
| 现金转化率经营现金流/净利润 | 48.41× | 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BVLITE
| Q2 26 | $82.3M | — | ||
| Q1 26 | $36.1M | — | ||
| Q4 25 | $36.1M | $126.7M | ||
| Q3 25 | $84.4M | $57.9M | ||
| Q2 25 | $55.7M | $64.0M | ||
| Q1 25 | $91.2M | $-1.6M | ||
| Q4 24 | $60.5M | $24.3M | ||
| Q3 24 | $53.5M | $39.6M |
自由现金流BVLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-18.6M | $43.1M | ||
| Q3 25 | $26.0M | $-18.3M | ||
| Q2 25 | $-47.8M | $10.1M | ||
| Q1 25 | $57.6M | $-64.4M | ||
| Q4 24 | $1.8M | $-15.9M | ||
| Q3 24 | $21.1M | $-34.5M |
自由现金流率BVLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -3.0% | 6.5% | ||
| Q3 25 | 3.7% | -3.4% | ||
| Q2 25 | -6.7% | 2.1% | ||
| Q1 25 | 8.7% | -15.1% | ||
| Q4 24 | 0.3% | -4.0% | ||
| Q3 24 | 2.9% | -10.2% |
资本支出强度BVLITE
| Q2 26 | 7.8% | — | ||
| Q1 26 | 7.9% | — | ||
| Q4 25 | 8.9% | 12.6% | ||
| Q3 25 | 8.3% | 14.3% | ||
| Q2 25 | 14.6% | 11.2% | ||
| Q1 25 | 5.1% | 14.8% | ||
| Q4 24 | 9.8% | 10.0% | ||
| Q3 24 | 4.4% | 22.0% |
现金转化率BVLITE
| Q2 26 | 48.41× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | 3.05× | 13.79× | ||
| Q2 25 | 1.72× | 0.30× | ||
| Q1 25 | 14.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.09× | — |
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
BV
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
