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CMB.TECH NV（CMBT）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CMB.TECH NV的1.1倍（$665.5M vs $592.8M），CMB.TECH NV净利率更高（32.3% vs 11.8%，领先20.5%），朗美通同比增速更快（65.5% vs -34.6%）
CMB.TECH前身为Euronav，是全球知名的原油运输企业，运营超大型油轮（VLCC）、苏伊士型油轮及浮式储卸油装置（FSO），为全球能源产业链提供专业的海上原油运输及存储解决方案，业务布局覆盖主要国际油气运输航线。
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。
CMBT vs LITE — 直观对比
营收规模更大
LITE
是对方的1.1倍
$592.8M
营收增速更快
LITE
高出100.0%
-34.6%
净利率更高
CMBT
高出20.5%
11.8%
损益表 — Q4 FY2024 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $592.8M | $665.5M |
| 净利润 | $191.2M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 46.4% | 9.7% |
| 净利率 | 32.3% | 11.8% |
| 营收同比 | -34.6% | 65.5% |
| 净利润同比 | -63.3% | 228.4% |
| 每股收益（稀释后） | $1.01 | $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CMBTLITE
| Q4 25 | — | $665.5M | ||
| Q3 25 | — | $533.8M | ||
| Q2 25 | — | $480.7M | ||
| Q1 25 | — | $425.2M | ||
| Q4 24 | $592.8M | $402.2M | ||
| Q3 24 | — | $336.9M | ||
| Q2 24 | — | $308.3M | ||
| Q1 24 | — | $366.5M |
净利润CMBTLITE
| Q4 25 | — | $78.2M | ||
| Q3 25 | — | $4.2M | ||
| Q2 25 | — | $213.3M | ||
| Q1 25 | — | $-44.1M | ||
| Q4 24 | $191.2M | $-60.9M | ||
| Q3 24 | — | $-82.4M | ||
| Q2 24 | — | $-252.5M | ||
| Q1 24 | — | $-127.0M |
毛利率CMBTLITE
| 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CMBTLITE
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | — | -8.9% | ||
| Q4 24 | 46.4% | -12.8% | ||
| Q3 24 | — | -24.5% | ||
| Q2 24 | — | -43.3% | ||
| Q1 24 | — | -31.3% |
净利率CMBTLITE
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 44.4% | ||
| Q1 25 | — | -10.4% | ||
| Q4 24 | 32.3% | -15.1% | ||
| Q3 24 | — | -24.5% | ||
| Q2 24 | — | -81.9% | ||
| Q1 24 | — | -34.7% |
每股收益（稀释后）CMBTLITE
| Q4 25 | — | $0.89 | ||
| Q3 25 | — | $0.05 | ||
| Q2 25 | — | $3.10 | ||
| Q1 25 | — | $-0.64 | ||
| Q4 24 | $1.01 | $-0.88 | ||
| Q3 24 | — | $-1.21 | ||
| Q2 24 | — | $-3.75 | ||
| Q1 24 | — | $-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 | $38.9M | $1.2B |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $1.2B | $846.6M |
| 总资产 | $3.9B | $4.8B |
| 负债/权益比越低杠杆越低 | 2.20× | — |
8季度趋势，按日历期对齐
现金及短期投资CMBTLITE
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | $38.9M | $896.7M | ||
| Q3 24 | — | $916.1M | ||
| Q2 24 | — | $887.0M | ||
| Q1 24 | — | $870.9M |
总债务CMBTLITE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CMBTLITE
| Q4 25 | — | $846.6M | ||
| Q3 25 | — | $780.8M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $879.5M | ||
| Q4 24 | $1.2B | $872.3M | ||
| Q3 24 | — | $895.9M | ||
| Q2 24 | — | $957.3M | ||
| Q1 24 | — | $1.2B |
总资产CMBTLITE
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | $3.9B | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $4.2B |
负债/权益比CMBTLITE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.20× | — | ||
| 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 | $204.4M | $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 | 1.07× | 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CMBTLITE
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | $57.9M | ||
| Q2 25 | — | $64.0M | ||
| Q1 25 | — | $-1.6M | ||
| Q4 24 | $204.4M | $24.3M | ||
| Q3 24 | — | $39.6M | ||
| Q2 24 | — | $35.5M | ||
| Q1 24 | — | $-7.0M |
自由现金流CMBTLITE
| 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CMBTLITE
| 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CMBTLITE
| 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CMBTLITE
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 13.79× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
CMBT
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
