vs
Copart（CPRT）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
Copart的季度营收约是朗美通的1.7倍（$1.2B vs $665.5M），Copart净利率更高（35.0% vs 11.8%，领先23.2%），朗美通同比增速更快（65.5% vs 0.7%），Copart自由现金流更多（$427.2M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 6.4%）
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
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。
CPRT vs LITE — 直观对比
营收规模更大
CPRT
是对方的1.7倍
$665.5M
营收增速更快
LITE
高出64.7%
0.7%
净利率更高
CPRT
高出23.2%
11.8%
自由现金流更多
CPRT
多$384.1M
$43.1M
两年增速更快
LITE
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $665.5M |
| 净利润 | $403.7M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 37.3% | 9.7% |
| 净利率 | 35.0% | 11.8% |
| 营收同比 | 0.7% | 65.5% |
| 净利润同比 | 11.5% | 228.4% |
| 每股收益（稀释后） | $0.41 | $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CPRTLITE
| Q4 25 | $1.2B | $665.5M | ||
| Q3 25 | $1.1B | $533.8M | ||
| Q2 25 | $1.2B | $480.7M | ||
| Q1 25 | $1.2B | $425.2M | ||
| Q4 24 | $1.1B | $402.2M | ||
| Q3 24 | $1.1B | $336.9M | ||
| Q2 24 | $1.1B | $308.3M | ||
| Q1 24 | $1.0B | $366.5M |
净利润CPRTLITE
| Q4 25 | $403.7M | $78.2M | ||
| Q3 25 | $396.4M | $4.2M | ||
| Q2 25 | $406.6M | $213.3M | ||
| Q1 25 | $387.4M | $-44.1M | ||
| Q4 24 | $362.1M | $-60.9M | ||
| Q3 24 | $322.6M | $-82.4M | ||
| Q2 24 | $382.3M | $-252.5M | ||
| Q1 24 | $325.6M | $-127.0M |
毛利率CPRTLITE
| 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CPRTLITE
| Q4 25 | 37.3% | 9.7% | ||
| Q3 25 | 36.7% | 1.3% | ||
| Q2 25 | 37.3% | -1.7% | ||
| Q1 25 | 36.6% | -8.9% | ||
| Q4 24 | 35.4% | -12.8% | ||
| Q3 24 | 33.6% | -24.5% | ||
| Q2 24 | 38.8% | -43.3% | ||
| Q1 24 | 37.2% | -31.3% |
净利率CPRTLITE
| Q4 25 | 35.0% | 11.8% | ||
| Q3 25 | 35.2% | 0.8% | ||
| Q2 25 | 33.6% | 44.4% | ||
| Q1 25 | 33.3% | -10.4% | ||
| Q4 24 | 31.6% | -15.1% | ||
| Q3 24 | 30.2% | -24.5% | ||
| Q2 24 | 33.9% | -81.9% | ||
| Q1 24 | 31.9% | -34.7% |
每股收益（稀释后）CPRTLITE
| Q4 25 | $0.41 | $0.89 | ||
| Q3 25 | $0.40 | $0.05 | ||
| Q2 25 | $0.42 | $3.10 | ||
| Q1 25 | $0.40 | $-0.64 | ||
| Q4 24 | $0.37 | $-0.88 | ||
| Q3 24 | $0.34 | $-1.21 | ||
| Q2 24 | $0.39 | $-3.75 | ||
| Q1 24 | $0.33 | $-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 | — | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.6B | $846.6M |
| 总资产 | $10.6B | $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CPRTLITE
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | — | $896.7M | ||
| Q3 24 | — | $916.1M | ||
| Q2 24 | — | $887.0M | ||
| Q1 24 | — | $870.9M |
总债务CPRTLITE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $427.0K | — | ||
| Q1 24 | $453.0K | — |
股东权益CPRTLITE
| Q4 25 | $9.6B | $846.6M | ||
| Q3 25 | $9.2B | $780.8M | ||
| Q2 25 | $8.8B | $1.1B | ||
| Q1 25 | $8.3B | $879.5M | ||
| Q4 24 | $7.9B | $872.3M | ||
| Q3 24 | $7.5B | $895.9M | ||
| Q2 24 | $7.2B | $957.3M | ||
| Q1 24 | $6.8B | $1.2B |
总资产CPRTLITE
| Q4 25 | $10.6B | $4.8B | ||
| Q3 25 | $10.1B | $4.6B | ||
| Q2 25 | $9.7B | $4.2B | ||
| Q1 25 | $9.2B | $4.0B | ||
| Q4 24 | $8.9B | $4.0B | ||
| Q3 24 | $8.4B | $4.0B | ||
| Q2 24 | $8.0B | $3.9B | ||
| Q1 24 | $7.6B | $4.2B |
负债/权益比CPRTLITE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $535.3M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $427.2M | $43.1M |
| 自由现金流率自由现金流/营收 | 37.0% | 6.5% |
| 资本支出强度资本支出/营收 | 9.4% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.33× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $-29.5M |
8季度趋势，按日历期对齐
经营现金流CPRTLITE
| Q4 25 | $535.3M | $126.7M | ||
| Q3 25 | $438.5M | $57.9M | ||
| Q2 25 | $700.9M | $64.0M | ||
| Q1 25 | $178.1M | $-1.6M | ||
| Q4 24 | $482.3M | $24.3M | ||
| Q3 24 | $439.2M | $39.6M | ||
| Q2 24 | $496.3M | $35.5M | ||
| Q1 24 | $161.8M | $-7.0M |
自由现金流CPRTLITE
| Q4 25 | $427.2M | $43.1M | ||
| Q3 25 | $350.8M | $-18.3M | ||
| Q2 25 | $572.9M | $10.1M | ||
| Q1 25 | $61.5M | $-64.4M | ||
| Q4 24 | $245.5M | $-15.9M | ||
| Q3 24 | $301.3M | $-34.5M | ||
| Q2 24 | $408.5M | $10.9M | ||
| Q1 24 | $38.8M | $-26.6M |
自由现金流率CPRTLITE
| Q4 25 | 37.0% | 6.5% | ||
| Q3 25 | 31.2% | -3.4% | ||
| Q2 25 | 47.3% | 2.1% | ||
| Q1 25 | 5.3% | -15.1% | ||
| Q4 24 | 21.4% | -4.0% | ||
| Q3 24 | 28.2% | -10.2% | ||
| Q2 24 | 36.2% | 3.5% | ||
| Q1 24 | 3.8% | -7.3% |
资本支出强度CPRTLITE
| Q4 25 | 9.4% | 12.6% | ||
| Q3 25 | 7.8% | 14.3% | ||
| Q2 25 | 10.6% | 11.2% | ||
| Q1 25 | 10.0% | 14.8% | ||
| Q4 24 | 20.6% | 10.0% | ||
| Q3 24 | 12.9% | 22.0% | ||
| Q2 24 | 7.8% | 8.0% | ||
| Q1 24 | 12.1% | 5.3% |
现金转化率CPRTLITE
| Q4 25 | 1.33× | 1.62× | ||
| Q3 25 | 1.11× | 13.79× | ||
| Q2 25 | 1.72× | 0.30× | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 0.50× | — |
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
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
