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ESCO TECHNOLOGIES INC（ESE）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ESCO TECHNOLOGIES INC的2.3倍（$665.5M vs $289.7M）。朗美通净利率更高（11.8% vs 9.9%，领先1.8%）。朗美通同比增速更快（65.5% vs 17.3%）。ESCO TECHNOLOGIES INC自由现金流更多（$63.0M vs $43.1M）。过去两年朗美通的营收复合增速更高（34.8% vs 7.8%）
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
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。
ESE vs LITE — 直观对比
营收规模更大
LITE
是对方的2.3倍
$289.7M
营收增速更快
LITE
高出48.2%
17.3%
净利率更高
LITE
高出1.8%
9.9%
自由现金流更多
ESE
多$19.9M
$43.1M
两年增速更快
LITE
近两年复合增速
7.8%
损益表 — Q1 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $289.7M | $665.5M |
| 净利润 | $28.7M | $78.2M |
| 毛利率 | 41.4% | 36.1% |
| 营业利润率 | 13.2% | 9.7% |
| 净利率 | 9.9% | 11.8% |
| 营收同比 | 17.3% | 65.5% |
| 净利润同比 | 22.2% | 228.4% |
| 每股收益（稀释后） | $1.11 | $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ESELITE
| Q4 25 | $289.7M | $665.5M | ||
| Q3 25 | $286.5M | $533.8M | ||
| Q2 25 | $296.3M | $480.7M | ||
| Q1 25 | $265.5M | $425.2M | ||
| Q4 24 | $247.0M | $402.2M | ||
| Q3 24 | $298.5M | $336.9M | ||
| Q2 24 | $260.8M | $308.3M | ||
| Q1 24 | $249.1M | $366.5M |
净利润ESELITE
| Q4 25 | $28.7M | $78.2M | ||
| Q3 25 | $218.7M | $4.2M | ||
| Q2 25 | $26.1M | $213.3M | ||
| Q1 25 | $31.0M | $-44.1M | ||
| Q4 24 | $23.5M | $-60.9M | ||
| Q3 24 | $34.3M | $-82.4M | ||
| Q2 24 | $29.2M | $-252.5M | ||
| Q1 24 | $23.2M | $-127.0M |
毛利率ESELITE
| Q4 25 | 41.4% | 36.1% | ||
| Q3 25 | 45.9% | 34.0% | ||
| Q2 25 | 41.2% | 33.3% | ||
| Q1 25 | 41.1% | 28.8% | ||
| Q4 24 | 39.8% | 24.8% | ||
| Q3 24 | 40.1% | 23.1% | ||
| Q2 24 | 39.6% | 16.6% | ||
| Q1 24 | 38.8% | 16.2% |
营业利润率ESELITE
| Q4 25 | 13.2% | 9.7% | ||
| Q3 25 | 17.2% | 1.3% | ||
| Q2 25 | 11.2% | -1.7% | ||
| Q1 25 | 15.3% | -8.9% | ||
| Q4 24 | 11.4% | -12.8% | ||
| Q3 24 | 14.8% | -24.5% | ||
| Q2 24 | 14.3% | -43.3% | ||
| Q1 24 | 11.7% | -31.3% |
净利率ESELITE
| Q4 25 | 9.9% | 11.8% | ||
| Q3 25 | 76.3% | 0.8% | ||
| Q2 25 | 8.8% | 44.4% | ||
| Q1 25 | 11.7% | -10.4% | ||
| Q4 24 | 9.5% | -15.1% | ||
| Q3 24 | 11.5% | -24.5% | ||
| Q2 24 | 11.2% | -81.9% | ||
| Q1 24 | 9.3% | -34.7% |
每股收益（稀释后）ESELITE
| Q4 25 | $1.11 | $0.89 | ||
| Q3 25 | $8.43 | $0.05 | ||
| Q2 25 | $1.01 | $3.10 | ||
| Q1 25 | $1.20 | $-0.64 | ||
| Q4 24 | $0.91 | $-0.88 | ||
| Q3 24 | $1.32 | $-1.21 | ||
| Q2 24 | $1.13 | $-3.75 | ||
| Q1 24 | $0.90 | $-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 | $103.8M | $1.2B |
| 总债务越低越好 | $145.5M | — |
| 股东权益账面价值 | $1.6B | $846.6M |
| 总资产 | $2.4B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资ESELITE
| Q4 25 | $103.8M | $1.2B | ||
| Q3 25 | $101.3M | $1.1B | ||
| Q2 25 | $78.7M | $877.1M | ||
| Q1 25 | $57.4M | $866.7M | ||
| Q4 24 | $71.3M | $896.7M | ||
| Q3 24 | $66.0M | $916.1M | ||
| Q2 24 | $63.0M | $887.0M | ||
| Q1 24 | $59.4M | $870.9M |
总债务ESELITE
| Q4 25 | $145.5M | — | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $191.0M | — |
股东权益ESELITE
| Q4 25 | $1.6B | $846.6M | ||
| Q3 25 | $1.5B | $780.8M | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $879.5M | ||
| Q4 24 | $1.2B | $872.3M | ||
| Q3 24 | $1.2B | $895.9M | ||
| Q2 24 | $1.2B | $957.3M | ||
| Q1 24 | $1.2B | $1.2B |
总资产ESELITE
| Q4 25 | $2.4B | $4.8B | ||
| Q3 25 | $2.4B | $4.6B | ||
| Q2 25 | $2.5B | $4.2B | ||
| Q1 25 | $1.8B | $4.0B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.8B | $3.9B | ||
| Q1 24 | $1.8B | $4.2B |
负债/权益比ESELITE
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.16× | — |
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 | $68.9M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $63.0M | $43.1M |
| 自由现金流率自由现金流/营收 | 21.7% | 6.5% |
| 资本支出强度资本支出/营收 | 2.0% | 12.6% |
| 现金转化率经营现金流/净利润 | 2.40× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $239.6M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流ESELITE
| Q4 25 | $68.9M | $126.7M | ||
| Q3 25 | $109.9M | $57.9M | ||
| Q2 25 | $73.7M | $64.0M | ||
| Q1 25 | $24.1M | $-1.6M | ||
| Q4 24 | $34.2M | $24.3M | ||
| Q3 24 | $72.1M | $39.6M | ||
| Q2 24 | $36.2M | $35.5M | ||
| Q1 24 | $10.5M | $-7.0M |
自由现金流ESELITE
| Q4 25 | $63.0M | $43.1M | ||
| Q3 25 | $97.8M | $-18.3M | ||
| Q2 25 | $64.9M | $10.1M | ||
| Q1 25 | $14.0M | $-64.4M | ||
| Q4 24 | $29.0M | $-15.9M | ||
| Q3 24 | $60.9M | $-34.5M | ||
| Q2 24 | $27.6M | $10.9M | ||
| Q1 24 | $2.0M | $-26.6M |
自由现金流率ESELITE
| Q4 25 | 21.7% | 6.5% | ||
| Q3 25 | 34.1% | -3.4% | ||
| Q2 25 | 21.9% | 2.1% | ||
| Q1 25 | 5.3% | -15.1% | ||
| Q4 24 | 11.7% | -4.0% | ||
| Q3 24 | 20.4% | -10.2% | ||
| Q2 24 | 10.6% | 3.5% | ||
| Q1 24 | 0.8% | -7.3% |
资本支出强度ESELITE
| Q4 25 | 2.0% | 12.6% | ||
| Q3 25 | 4.2% | 14.3% | ||
| Q2 25 | 3.0% | 11.2% | ||
| Q1 25 | 3.8% | 14.8% | ||
| Q4 24 | 2.1% | 10.0% | ||
| Q3 24 | 3.8% | 22.0% | ||
| Q2 24 | 3.3% | 8.0% | ||
| Q1 24 | 3.4% | 5.3% |
现金转化率ESELITE
| Q4 25 | 2.40× | 1.62× | ||
| Q3 25 | 0.50× | 13.79× | ||
| Q2 25 | 2.83× | 0.30× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 0.45× | — |
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
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
