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FIRST ADVANTAGE CORP（FA）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FIRST ADVANTAGE CORP的1.6倍（$665.5M vs $420.0M），朗美通净利率更高（11.8% vs 0.8%，领先10.9%），朗美通同比增速更快（65.5% vs 36.8%），FIRST ADVANTAGE CORP自由现金流更多（$62.2M vs $43.1M），过去两年FIRST ADVANTAGE CORP的营收复合增速更高（57.5% vs 34.8%）
First Advantage是全球领先的劳动力筛查与背景验证服务提供商，服务覆盖科技、医疗、金融、零售、制造等多个行业的各规模客户，助力企业管控雇佣风险、满足合规要求，打造安全可信的工作环境。
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。
FA vs LITE — 直观对比
营收规模更大
LITE
是对方的1.6倍
$420.0M
营收增速更快
LITE
高出28.7%
36.8%
净利率更高
LITE
高出10.9%
0.8%
自由现金流更多
FA
多$19.1M
$43.1M
两年增速更快
FA
近两年复合增速
34.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $665.5M |
| 净利润 | $3.5M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 10.7% | 9.7% |
| 净利率 | 0.8% | 11.8% |
| 营收同比 | 36.8% | 65.5% |
| 净利润同比 | 103.5% | 228.4% |
| 每股收益（稀释后） | $0.03 | $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FALITE
| Q4 25 | $420.0M | $665.5M | ||
| Q3 25 | $409.2M | $533.8M | ||
| Q2 25 | $390.6M | $480.7M | ||
| Q1 25 | $354.6M | $425.2M | ||
| Q4 24 | $307.1M | $402.2M | ||
| Q3 24 | $199.1M | $336.9M | ||
| Q2 24 | $184.5M | $308.3M | ||
| Q1 24 | $169.4M | $366.5M |
净利润FALITE
| Q4 25 | $3.5M | $78.2M | ||
| Q3 25 | $2.6M | $4.2M | ||
| Q2 25 | $308.0K | $213.3M | ||
| Q1 25 | $-41.2M | $-44.1M | ||
| Q4 24 | $-100.4M | $-60.9M | ||
| Q3 24 | $-8.9M | $-82.4M | ||
| Q2 24 | $1.9M | $-252.5M | ||
| Q1 24 | $-2.9M | $-127.0M |
毛利率FALITE
| 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FALITE
| Q4 25 | 10.7% | 9.7% | ||
| Q3 25 | 10.3% | 1.3% | ||
| Q2 25 | 9.7% | -1.7% | ||
| Q1 25 | 2.1% | -8.9% | ||
| Q4 24 | -26.3% | -12.8% | ||
| Q3 24 | 4.6% | -24.5% | ||
| Q2 24 | 5.4% | -43.3% | ||
| Q1 24 | -0.4% | -31.3% |
净利率FALITE
| Q4 25 | 0.8% | 11.8% | ||
| Q3 25 | 0.6% | 0.8% | ||
| Q2 25 | 0.1% | 44.4% | ||
| Q1 25 | -11.6% | -10.4% | ||
| Q4 24 | -32.7% | -15.1% | ||
| Q3 24 | -4.4% | -24.5% | ||
| Q2 24 | 1.0% | -81.9% | ||
| Q1 24 | -1.7% | -34.7% |
每股收益（稀释后）FALITE
| Q4 25 | $0.03 | $0.89 | ||
| Q3 25 | $0.01 | $0.05 | ||
| Q2 25 | $0.00 | $3.10 | ||
| Q1 25 | $-0.24 | $-0.64 | ||
| Q4 24 | $-0.67 | $-0.88 | ||
| Q3 24 | $-0.06 | $-1.21 | ||
| Q2 24 | $0.01 | $-3.75 | ||
| Q1 24 | $-0.02 | $-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 | $240.0M | $1.2B |
| 总债务越低越好 | $2.1B | — |
| 股东权益账面价值 | $1.3B | $846.6M |
| 总资产 | $3.8B | $4.8B |
| 负债/权益比越低杠杆越低 | 1.61× | — |
8季度趋势，按日历期对齐
现金及短期投资FALITE
| Q4 25 | $240.0M | $1.2B | ||
| Q3 25 | $216.8M | $1.1B | ||
| Q2 25 | $184.3M | $877.1M | ||
| Q1 25 | $172.0M | $866.7M | ||
| Q4 24 | $168.7M | $896.7M | ||
| Q3 24 | $307.4M | $916.1M | ||
| Q2 24 | $269.6M | $887.0M | ||
| Q1 24 | $246.0M | $870.9M |
总债务FALITE
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益FALITE
| Q4 25 | $1.3B | $846.6M | ||
| Q3 25 | $1.3B | $780.8M | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $879.5M | ||
| Q4 24 | $1.3B | $872.3M | ||
| Q3 24 | $920.7M | $895.9M | ||
| Q2 24 | $913.3M | $957.3M | ||
| Q1 24 | $907.7M | $1.2B |
总资产FALITE
| Q4 25 | $3.8B | $4.8B | ||
| Q3 25 | $3.9B | $4.6B | ||
| Q2 25 | $3.9B | $4.2B | ||
| Q1 25 | $3.9B | $4.0B | ||
| Q4 24 | $3.9B | $4.0B | ||
| Q3 24 | $1.7B | $4.0B | ||
| Q2 24 | $1.6B | $3.9B | ||
| Q1 24 | $1.6B | $4.2B |
负债/权益比FALITE
| Q4 25 | 1.61× | — | ||
| Q3 25 | 1.64× | — | ||
| Q2 25 | 1.65× | — | ||
| Q1 25 | 1.69× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $65.9M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $62.2M | $43.1M |
| 自由现金流率自由现金流/营收 | 14.8% | 6.5% |
| 资本支出强度资本支出/营收 | 0.9% | 12.6% |
| 现金转化率经营现金流/净利润 | 19.01× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $188.5M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流FALITE
| Q4 25 | $65.9M | $126.7M | ||
| Q3 25 | $72.4M | $57.9M | ||
| Q2 25 | $37.3M | $64.0M | ||
| Q1 25 | $19.5M | $-1.6M | ||
| Q4 24 | $-85.7M | $24.3M | ||
| Q3 24 | $43.5M | $39.6M | ||
| Q2 24 | $32.0M | $35.5M | ||
| Q1 24 | $38.3M | $-7.0M |
自由现金流FALITE
| Q4 25 | $62.2M | $43.1M | ||
| Q3 25 | $71.2M | $-18.3M | ||
| Q2 25 | $36.1M | $10.1M | ||
| Q1 25 | $19.0M | $-64.4M | ||
| Q4 24 | $-86.0M | $-15.9M | ||
| Q3 24 | $43.1M | $-34.5M | ||
| Q2 24 | $31.4M | $10.9M | ||
| Q1 24 | $38.0M | $-26.6M |
自由现金流率FALITE
| Q4 25 | 14.8% | 6.5% | ||
| Q3 25 | 17.4% | -3.4% | ||
| Q2 25 | 9.2% | 2.1% | ||
| Q1 25 | 5.4% | -15.1% | ||
| Q4 24 | -28.0% | -4.0% | ||
| Q3 24 | 21.6% | -10.2% | ||
| Q2 24 | 17.0% | 3.5% | ||
| Q1 24 | 22.4% | -7.3% |
资本支出强度FALITE
| Q4 25 | 0.9% | 12.6% | ||
| Q3 25 | 0.3% | 14.3% | ||
| Q2 25 | 0.3% | 11.2% | ||
| Q1 25 | 0.1% | 14.8% | ||
| Q4 24 | 0.1% | 10.0% | ||
| Q3 24 | 0.2% | 22.0% | ||
| Q2 24 | 0.4% | 8.0% | ||
| Q1 24 | 0.2% | 5.3% |
现金转化率FALITE
| Q4 25 | 19.01× | 1.62× | ||
| Q3 25 | 27.91× | 13.79× | ||
| Q2 25 | 121.25× | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 17.22× | — | ||
| Q1 24 | — | — |
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
FA
| First Advantage Americas | $209.9M | 50% |
| Sterling | $185.9M | 44% |
| First Advantage International | $24.2M | 6% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
