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EDGEWELL PERSONAL CARE Co（EPC）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EDGEWELL PERSONAL CARE Co的1.6倍（$665.5M vs $422.8M），朗美通净利率更高（11.8% vs -15.5%，领先27.3%），朗美通同比增速更快（65.5% vs -11.6%），朗美通自由现金流更多（$43.1M vs $-137.5M），过去两年朗美通的营收复合增速更高（34.8% vs -16.0%）
Edgewell个人护理是一家总部位于美国康涅狄格州谢尔顿的跨国消费品企业，主营业务聚焦个人护理产品领域。公司在2015年从劲量控股分拆后正式成立，目前在全球多个市场开展个人护理相关业务。
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。
EPC vs LITE — 直观对比
营收规模更大
LITE
是对方的1.6倍
$422.8M
营收增速更快
LITE
高出77.1%
-11.6%
净利率更高
LITE
高出27.3%
-15.5%
自由现金流更多
LITE
多$180.6M
$-137.5M
两年增速更快
LITE
近两年复合增速
-16.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $422.8M | $665.5M |
| 净利润 | $-65.7M | $78.2M |
| 毛利率 | 38.1% | 36.1% |
| 营业利润率 | -4.5% | 9.7% |
| 净利率 | -15.5% | 11.8% |
| 营收同比 | -11.6% | 65.5% |
| 净利润同比 | -3028.6% | 228.4% |
| 每股收益（稀释后） | $-1.41 | $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EPCLITE
| Q4 25 | $422.8M | $665.5M | ||
| Q3 25 | $600.5M | $533.8M | ||
| Q2 25 | $627.2M | $480.7M | ||
| Q1 25 | $580.7M | $425.2M | ||
| Q4 24 | $415.1M | $402.2M | ||
| Q3 24 | $517.6M | $336.9M | ||
| Q2 24 | $647.8M | $308.3M | ||
| Q1 24 | $599.4M | $366.5M |
净利润EPCLITE
| Q4 25 | $-65.7M | $78.2M | ||
| Q3 25 | $-30.6M | $4.2M | ||
| Q2 25 | $29.1M | $213.3M | ||
| Q1 25 | $29.0M | $-44.1M | ||
| Q4 24 | $-2.1M | $-60.9M | ||
| Q3 24 | $8.8M | $-82.4M | ||
| Q2 24 | $49.0M | $-252.5M | ||
| Q1 24 | $36.0M | $-127.0M |
毛利率EPCLITE
| Q4 25 | 38.1% | 36.1% | ||
| Q3 25 | 37.9% | 34.0% | ||
| Q2 25 | 42.8% | 33.3% | ||
| Q1 25 | 44.1% | 28.8% | ||
| Q4 24 | 41.6% | 24.8% | ||
| Q3 24 | 41.1% | 23.1% | ||
| Q2 24 | 44.3% | 16.6% | ||
| Q1 24 | 43.1% | 16.2% |
营业利润率EPCLITE
| Q4 25 | -4.5% | 9.7% | ||
| Q3 25 | -4.2% | 1.3% | ||
| Q2 25 | 8.6% | -1.7% | ||
| Q1 25 | 10.1% | -8.9% | ||
| Q4 24 | 2.2% | -12.8% | ||
| Q3 24 | 3.9% | -24.5% | ||
| Q2 24 | 12.8% | -43.3% | ||
| Q1 24 | 11.7% | -31.3% |
净利率EPCLITE
| Q4 25 | -15.5% | 11.8% | ||
| Q3 25 | -5.1% | 0.8% | ||
| Q2 25 | 4.6% | 44.4% | ||
| Q1 25 | 5.0% | -10.4% | ||
| Q4 24 | -0.5% | -15.1% | ||
| Q3 24 | 1.7% | -24.5% | ||
| Q2 24 | 7.6% | -81.9% | ||
| Q1 24 | 6.0% | -34.7% |
每股收益（稀释后）EPCLITE
| Q4 25 | $-1.41 | $0.89 | ||
| Q3 25 | $-0.65 | $0.05 | ||
| Q2 25 | $0.62 | $3.10 | ||
| Q1 25 | $0.60 | $-0.64 | ||
| Q4 24 | $-0.04 | $-0.88 | ||
| Q3 24 | $0.18 | $-1.21 | ||
| Q2 24 | $0.98 | $-3.75 | ||
| Q1 24 | $0.72 | $-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 | $1.5B | — |
| 股东权益账面价值 | $1.5B | $846.6M |
| 总资产 | $3.8B | $4.8B |
| 负债/权益比越低杠杆越低 | 1.03× | — |
8季度趋势，按日历期对齐
现金及短期投资EPCLITE
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | — | $896.7M | ||
| Q3 24 | $209.1M | $916.1M | ||
| Q2 24 | — | $887.0M | ||
| Q1 24 | — | $870.9M |
总债务EPCLITE
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.4B | — |
股东权益EPCLITE
| Q4 25 | $1.5B | $846.6M | ||
| Q3 25 | $1.6B | $780.8M | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.5B | $879.5M | ||
| Q4 24 | $1.5B | $872.3M | ||
| Q3 24 | $1.6B | $895.9M | ||
| Q2 24 | $1.6B | $957.3M | ||
| Q1 24 | $1.6B | $1.2B |
总资产EPCLITE
| Q4 25 | $3.8B | $4.8B | ||
| Q3 25 | $3.8B | $4.6B | ||
| Q2 25 | $3.8B | $4.2B | ||
| Q1 25 | $3.8B | $4.0B | ||
| Q4 24 | $3.7B | $4.0B | ||
| Q3 24 | $3.7B | $4.0B | ||
| Q2 24 | $3.7B | $3.9B | ||
| Q1 24 | $3.8B | $4.2B |
负债/权益比EPCLITE
| Q4 25 | 1.03× | — | ||
| Q3 25 | 0.89× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.82× | — | ||
| Q1 24 | 0.88× | — |
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 | $-125.9M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $-137.5M | $43.1M |
| 自由现金流率自由现金流/营收 | -32.5% | 6.5% |
| 资本支出强度资本支出/营收 | 2.7% | 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 | $36.3M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流EPCLITE
| Q4 25 | $-125.9M | $126.7M | ||
| Q3 25 | $74.1M | $57.9M | ||
| Q2 25 | $114.8M | $64.0M | ||
| Q1 25 | $45.1M | $-1.6M | ||
| Q4 24 | $-115.6M | $24.3M | ||
| Q3 24 | $-388.3M | $39.6M | ||
| Q2 24 | $101.2M | $35.5M | ||
| Q1 24 | $129.0M | $-7.0M |
自由现金流EPCLITE
| Q4 25 | $-137.5M | $43.1M | ||
| Q3 25 | $46.5M | $-18.3M | ||
| Q2 25 | $99.3M | $10.1M | ||
| Q1 25 | $28.0M | $-64.4M | ||
| Q4 24 | $-132.4M | $-15.9M | ||
| Q3 24 | $-414.2M | $-34.5M | ||
| Q2 24 | $88.6M | $10.9M | ||
| Q1 24 | $117.5M | $-26.6M |
自由现金流率EPCLITE
| Q4 25 | -32.5% | 6.5% | ||
| Q3 25 | 7.7% | -3.4% | ||
| Q2 25 | 15.8% | 2.1% | ||
| Q1 25 | 4.8% | -15.1% | ||
| Q4 24 | -31.9% | -4.0% | ||
| Q3 24 | -80.0% | -10.2% | ||
| Q2 24 | 13.7% | 3.5% | ||
| Q1 24 | 19.6% | -7.3% |
资本支出强度EPCLITE
| Q4 25 | 2.7% | 12.6% | ||
| Q3 25 | 4.6% | 14.3% | ||
| Q2 25 | 2.5% | 11.2% | ||
| Q1 25 | 2.9% | 14.8% | ||
| Q4 24 | 4.0% | 10.0% | ||
| Q3 24 | 5.0% | 22.0% | ||
| Q2 24 | 1.9% | 8.0% | ||
| Q1 24 | 1.9% | 5.3% |
现金转化率EPCLITE
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 13.79× | ||
| Q2 25 | 3.95× | 0.30× | ||
| Q1 25 | 1.56× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -44.13× | — | ||
| Q2 24 | 2.07× | — | ||
| Q1 24 | 3.58× | — |
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
EPC
| Other | $242.0M | 57% |
| Sunand Skin Care Segment | $131.5M | 31% |
| Shavinggelsandcreams | $32.3M | 8% |
| Wipes And Other Skin Care Products | $17.0M | 4% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
