vs
Evercore Inc.（EVR）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
Evercore Inc.的季度营收约是朗美通的2.1倍（$1.4B vs $665.5M），Evercore Inc.净利率更高（23.0% vs 11.8%，领先11.3%），Evercore Inc.同比增速更快（100.3% vs 65.5%），过去两年Evercore Inc.的营收复合增速更高（42.2% vs 34.8%）
Evercore Inc.（前称Evercore Partners）是1995年由罗杰·奥尔特曼、大卫·奥芬森德、奥斯汀·博伊特纳联合创立的全球独立投资银行咨询机构。成立至今，公司已为总规模超4.7万亿美元的并购、重组交易提供专业咨询服务，在全球投行业务领域拥有较高声誉。
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。
EVR vs LITE — 直观对比
营收规模更大
EVR
是对方的2.1倍
$665.5M
营收增速更快
EVR
高出34.8%
65.5%
净利率更高
EVR
高出11.3%
11.8%
两年增速更快
EVR
近两年复合增速
34.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $665.5M |
| 净利润 | $322.7M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | — | 9.7% |
| 净利率 | 23.0% | 11.8% |
| 营收同比 | 100.3% | 65.5% |
| 净利润同比 | 106.1% | 228.4% |
| 每股收益（稀释后） | $7.20 | $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EVRLITE
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $665.5M | ||
| Q3 25 | $1.0B | $533.8M | ||
| Q2 25 | $838.0M | $480.7M | ||
| Q1 25 | $699.0M | $425.2M | ||
| Q4 24 | $979.5M | $402.2M | ||
| Q3 24 | $738.4M | $336.9M | ||
| Q2 24 | $693.4M | $308.3M |
净利润EVRLITE
| Q1 26 | $322.7M | — | ||
| Q4 25 | $204.0M | $78.2M | ||
| Q3 25 | $144.6M | $4.2M | ||
| Q2 25 | $97.2M | $213.3M | ||
| Q1 25 | $146.2M | $-44.1M | ||
| Q4 24 | $140.4M | $-60.9M | ||
| Q3 24 | $78.4M | $-82.4M | ||
| Q2 24 | $73.8M | $-252.5M |
毛利率EVRLITE
| Q1 26 | — | — | ||
| 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% |
营业利润率EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | 24.2% | 9.7% | ||
| Q3 25 | 20.8% | 1.3% | ||
| Q2 25 | 18.0% | -1.7% | ||
| Q1 25 | 16.0% | -8.9% | ||
| Q4 24 | 21.8% | -12.8% | ||
| Q3 24 | 16.7% | -24.5% | ||
| Q2 24 | 15.9% | -43.3% |
净利率EVRLITE
| Q1 26 | 23.0% | — | ||
| Q4 25 | 15.7% | 11.8% | ||
| Q3 25 | 13.8% | 0.8% | ||
| Q2 25 | 11.6% | 44.4% | ||
| Q1 25 | 20.9% | -10.4% | ||
| Q4 24 | 14.3% | -15.1% | ||
| Q3 24 | 10.6% | -24.5% | ||
| Q2 24 | 10.6% | -81.9% |
每股收益（稀释后）EVRLITE
| Q1 26 | $7.20 | — | ||
| Q4 25 | $4.80 | $0.89 | ||
| Q3 25 | $3.41 | $0.05 | ||
| Q2 25 | $2.36 | $3.10 | ||
| Q1 25 | $3.48 | $-0.64 | ||
| Q4 24 | $3.32 | $-0.88 | ||
| Q3 24 | $1.86 | $-1.21 | ||
| Q2 24 | $1.81 | $-3.75 |
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 | — | $846.6M |
| 总资产 | — | $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EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $1.2B | ||
| Q3 25 | $2.4B | $1.1B | ||
| Q2 25 | $1.7B | $877.1M | ||
| Q1 25 | $1.4B | $866.7M | ||
| Q4 24 | $2.4B | $896.7M | ||
| Q3 24 | $1.8B | $916.1M | ||
| Q2 24 | $1.7B | $887.0M |
股东权益EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $846.6M | ||
| Q3 25 | $1.8B | $780.8M | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.5B | $879.5M | ||
| Q4 24 | $1.7B | $872.3M | ||
| Q3 24 | $1.6B | $895.9M | ||
| Q2 24 | $1.5B | $957.3M |
总资产EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $4.8B | ||
| Q3 25 | $4.4B | $4.6B | ||
| Q2 25 | $3.7B | $4.2B | ||
| Q1 25 | $3.3B | $4.0B | ||
| Q4 24 | $4.2B | $4.0B | ||
| Q3 24 | $3.6B | $4.0B | ||
| Q2 24 | $3.3B | $3.9B |
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 | — | $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 | — | 1.62× |
| 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EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | $807.5M | $126.7M | ||
| Q3 25 | $560.9M | $57.9M | ||
| Q2 25 | $437.7M | $64.0M | ||
| Q1 25 | $-549.7M | $-1.6M | ||
| Q4 24 | $686.4M | $24.3M | ||
| Q3 24 | $234.5M | $39.6M | ||
| Q2 24 | $348.5M | $35.5M |
自由现金流EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | $798.6M | $43.1M | ||
| Q3 25 | $541.5M | $-18.3M | ||
| Q2 25 | $411.7M | $10.1M | ||
| Q1 25 | $-569.3M | $-64.4M | ||
| Q4 24 | $673.1M | $-15.9M | ||
| Q3 24 | $226.6M | $-34.5M | ||
| Q2 24 | $340.7M | $10.9M |
自由现金流率EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | 61.6% | 6.5% | ||
| Q3 25 | 51.8% | -3.4% | ||
| Q2 25 | 49.1% | 2.1% | ||
| Q1 25 | -81.4% | -15.1% | ||
| Q4 24 | 68.7% | -4.0% | ||
| Q3 24 | 30.7% | -10.2% | ||
| Q2 24 | 49.1% | 3.5% |
资本支出强度EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 12.6% | ||
| Q3 25 | 1.9% | 14.3% | ||
| Q2 25 | 3.1% | 11.2% | ||
| Q1 25 | 2.8% | 14.8% | ||
| Q4 24 | 1.4% | 10.0% | ||
| Q3 24 | 1.1% | 22.0% | ||
| Q2 24 | 1.1% | 8.0% |
现金转化率EVRLITE
| Q1 26 | — | — | ||
| Q4 25 | 3.96× | 1.62× | ||
| Q3 25 | 3.88× | 13.79× | ||
| Q2 25 | 4.50× | 0.30× | ||
| Q1 25 | -3.76× | — | ||
| Q4 24 | 4.89× | — | ||
| Q3 24 | 2.99× | — | ||
| Q2 24 | 4.72× | — |
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
EVR
| Advisory Fees (1) | $1.2B | 89% |
| Commissions and Related Revenue | $62.7M | 4% |
| Underwriting Fees | $55.1M | 4% |
| Asset Management and Administration Fees (2) | $23.7M | 2% |
| Other Revenue, net | $15.4M | 1% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
