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Crane NXT, Co.（CXT）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Crane NXT, Co.的1.4倍（$665.5M vs $476.9M），朗美通净利率更高（11.8% vs 10.0%，领先1.8%），朗美通同比增速更快（65.5% vs 19.5%），过去两年朗美通的营收复合增速更高（34.8% vs 23.3%）
Crane NXT是一家总部位于美国康涅狄格州斯坦福德的工业产品企业，由理查德·特勒·克莱恩于1855年创立。曾是美国头部卫浴配件制造商，1990年出售卫浴业务后，自1960年起逐步转型为多元化控股集团，目前核心业务涵盖航空航天与电子、工程材料、流体处理、控制设备四大板块，服务化工等多个行业领域。
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。
CXT vs LITE — 直观对比
营收规模更大
LITE
是对方的1.4倍
$476.9M
营收增速更快
LITE
高出46.0%
19.5%
净利率更高
LITE
高出1.8%
10.0%
两年增速更快
LITE
近两年复合增速
23.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $476.9M | $665.5M |
| 净利润 | $47.5M | $78.2M |
| 毛利率 | 42.4% | 36.1% |
| 营业利润率 | 16.7% | 9.7% |
| 净利率 | 10.0% | 11.8% |
| 营收同比 | 19.5% | 65.5% |
| 净利润同比 | — | 228.4% |
| 每股收益（稀释后） | $0.82 | $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CXTLITE
| Q4 25 | $476.9M | $665.5M | ||
| Q3 25 | $445.1M | $533.8M | ||
| Q2 25 | $404.4M | $480.7M | ||
| Q1 25 | $330.3M | $425.2M | ||
| Q4 24 | $399.1M | $402.2M | ||
| Q3 24 | $403.5M | $336.9M | ||
| Q2 24 | $370.6M | $308.3M | ||
| Q1 24 | $313.6M | $366.5M |
净利润CXTLITE
| Q4 25 | $47.5M | $78.2M | ||
| Q3 25 | $50.5M | $4.2M | ||
| Q2 25 | $24.9M | $213.3M | ||
| Q1 25 | $21.7M | $-44.1M | ||
| Q4 24 | — | $-60.9M | ||
| Q3 24 | $47.1M | $-82.4M | ||
| Q2 24 | $41.6M | $-252.5M | ||
| Q1 24 | $37.8M | $-127.0M |
毛利率CXTLITE
| Q4 25 | 42.4% | 36.1% | ||
| Q3 25 | 43.3% | 34.0% | ||
| Q2 25 | 41.7% | 33.3% | ||
| Q1 25 | 42.4% | 28.8% | ||
| Q4 24 | 45.2% | 24.8% | ||
| Q3 24 | 42.5% | 23.1% | ||
| Q2 24 | 43.4% | 16.6% | ||
| Q1 24 | 48.6% | 16.2% |
营业利润率CXTLITE
| Q4 25 | 16.7% | 9.7% | ||
| Q3 25 | 18.4% | 1.3% | ||
| Q2 25 | 11.8% | -1.7% | ||
| Q1 25 | 11.3% | -8.9% | ||
| Q4 24 | 17.7% | -12.8% | ||
| Q3 24 | 18.6% | -24.5% | ||
| Q2 24 | 18.2% | -43.3% | ||
| Q1 24 | 17.7% | -31.3% |
净利率CXTLITE
| Q4 25 | 10.0% | 11.8% | ||
| Q3 25 | 11.3% | 0.8% | ||
| Q2 25 | 6.2% | 44.4% | ||
| Q1 25 | 6.6% | -10.4% | ||
| Q4 24 | — | -15.1% | ||
| Q3 24 | 11.7% | -24.5% | ||
| Q2 24 | 11.2% | -81.9% | ||
| Q1 24 | 12.1% | -34.7% |
每股收益（稀释后）CXTLITE
| Q4 25 | $0.82 | $0.89 | ||
| Q3 25 | $0.87 | $0.05 | ||
| Q2 25 | $0.43 | $3.10 | ||
| Q1 25 | $0.38 | $-0.64 | ||
| Q4 24 | $1.00 | $-0.88 | ||
| Q3 24 | $0.81 | $-1.21 | ||
| Q2 24 | $0.72 | $-3.75 | ||
| Q1 24 | $0.66 | $-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 | $233.8M | $1.2B |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $1.3B | $846.6M |
| 总资产 | $3.1B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
现金及短期投资CXTLITE
| Q4 25 | $233.8M | $1.2B | ||
| Q3 25 | $182.4M | $1.1B | ||
| Q2 25 | $152.5M | $877.1M | ||
| Q1 25 | $173.8M | $866.7M | ||
| Q4 24 | $165.8M | $896.7M | ||
| Q3 24 | $165.1M | $916.1M | ||
| Q2 24 | $175.5M | $887.0M | ||
| Q1 24 | $220.6M | $870.9M |
总债务CXTLITE
| Q4 25 | $1.0B | — | ||
| Q3 25 | $834.3M | — | ||
| Q2 25 | $861.8M | — | ||
| Q1 25 | $541.1M | — | ||
| Q4 24 | $540.6M | — | ||
| Q3 24 | $638.2M | — | ||
| Q2 24 | $638.9M | — | ||
| Q1 24 | $639.6M | — |
股东权益CXTLITE
| Q4 25 | $1.3B | $846.6M | ||
| Q3 25 | $1.2B | $780.8M | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.1B | $879.5M | ||
| Q4 24 | $1.1B | $872.3M | ||
| Q3 24 | $1.1B | $895.9M | ||
| Q2 24 | $989.8M | $957.3M | ||
| Q1 24 | $964.1M | $1.2B |
总资产CXTLITE
| Q4 25 | $3.1B | $4.8B | ||
| Q3 25 | $2.9B | $4.6B | ||
| Q2 25 | $2.9B | $4.2B | ||
| Q1 25 | $2.4B | $4.0B | ||
| Q4 24 | $2.4B | $4.0B | ||
| Q3 24 | $2.4B | $4.0B | ||
| Q2 24 | $2.4B | $3.9B | ||
| Q1 24 | $2.1B | $4.2B |
负债/权益比CXTLITE
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 0.65× | — | ||
| Q1 24 | 0.66× | — |
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 | $105.8M | $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 | 2.23× | 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CXTLITE
| Q4 25 | $105.8M | $126.7M | ||
| Q3 25 | $92.0M | $57.9M | ||
| Q2 25 | $62.8M | $64.0M | ||
| Q1 25 | $-19.1M | $-1.6M | ||
| Q4 24 | $81.1M | $24.3M | ||
| Q3 24 | $66.7M | $39.6M | ||
| Q2 24 | $56.8M | $35.5M | ||
| Q1 24 | $9.5M | $-7.0M |
自由现金流CXTLITE
| Q4 25 | — | $43.1M | ||
| Q3 25 | $78.7M | $-18.3M | ||
| Q2 25 | $55.8M | $10.1M | ||
| Q1 25 | $-32.2M | $-64.4M | ||
| Q4 24 | — | $-15.9M | ||
| Q3 24 | $53.5M | $-34.5M | ||
| Q2 24 | $47.9M | $10.9M | ||
| Q1 24 | $-3.0M | $-26.6M |
自由现金流率CXTLITE
| Q4 25 | — | 6.5% | ||
| Q3 25 | 17.7% | -3.4% | ||
| Q2 25 | 13.8% | 2.1% | ||
| Q1 25 | -9.7% | -15.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | 13.3% | -10.2% | ||
| Q2 24 | 12.9% | 3.5% | ||
| Q1 24 | -1.0% | -7.3% |
资本支出强度CXTLITE
| Q4 25 | — | 12.6% | ||
| Q3 25 | 3.0% | 14.3% | ||
| Q2 25 | 1.7% | 11.2% | ||
| Q1 25 | 4.0% | 14.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | 3.3% | 22.0% | ||
| Q2 24 | 2.4% | 8.0% | ||
| Q1 24 | 4.0% | 5.3% |
现金转化率CXTLITE
| Q4 25 | 2.23× | 1.62× | ||
| Q3 25 | 1.82× | 13.79× | ||
| Q2 25 | 2.52× | 0.30× | ||
| Q1 25 | -0.88× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.42× | — | ||
| Q2 24 | 1.37× | — | ||
| Q1 24 | 0.25× | — |
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
CXT
| Other | $260.9M | 55% |
| Products | $181.1M | 38% |
| Services | $34.9M | 7% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
