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FRESH DEL MONTE PRODUCE INC（FDP）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
FRESH DEL MONTE PRODUCE INC的季度营收约是朗美通的1.5倍（$1.0B vs $665.5M），朗美通净利率更高（11.8% vs 3.2%，领先8.6%），朗美通同比增速更快（65.5% vs 0.6%），朗美通自由现金流更多（$43.1M vs $-17.2M），过去两年朗美通的营收复合增速更高（34.8% vs -4.1%）
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
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。
FDP vs LITE — 直观对比
营收规模更大
FDP
是对方的1.5倍
$665.5M
营收增速更快
LITE
高出64.8%
0.6%
净利率更高
LITE
高出8.6%
3.2%
自由现金流更多
LITE
多$60.3M
$-17.2M
两年增速更快
LITE
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $665.5M |
| 净利润 | $32.3M | $78.2M |
| 毛利率 | 10.4% | 36.1% |
| 营业利润率 | 4.5% | 9.7% |
| 净利率 | 3.2% | 11.8% |
| 营收同比 | 0.6% | 65.5% |
| 净利润同比 | 59.1% | 228.4% |
| 每股收益（稀释后） | $0.67 | $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FDPLITE
| Q4 25 | $1.0B | $665.5M | ||
| Q3 25 | $1.0B | $533.8M | ||
| Q2 25 | $1.2B | $480.7M | ||
| Q1 25 | $1.1B | $425.2M | ||
| Q4 24 | $1.0B | $402.2M | ||
| Q3 24 | $1.0B | $336.9M | ||
| Q2 24 | $1.1B | $308.3M | ||
| Q1 24 | $1.1B | $366.5M |
净利润FDPLITE
| Q4 25 | $32.3M | $78.2M | ||
| Q3 25 | $-29.1M | $4.2M | ||
| Q2 25 | $56.8M | $213.3M | ||
| Q1 25 | $31.1M | $-44.1M | ||
| Q4 24 | $20.3M | $-60.9M | ||
| Q3 24 | $42.1M | $-82.4M | ||
| Q2 24 | $53.6M | $-252.5M | ||
| Q1 24 | $26.1M | $-127.0M |
毛利率FDPLITE
| Q4 25 | 10.4% | 36.1% | ||
| Q3 25 | 7.9% | 34.0% | ||
| Q2 25 | 10.2% | 33.3% | ||
| Q1 25 | 8.4% | 28.8% | ||
| Q4 24 | 6.8% | 24.8% | ||
| Q3 24 | 9.2% | 23.1% | ||
| Q2 24 | 9.9% | 16.6% | ||
| Q1 24 | 7.4% | 16.2% |
营业利润率FDPLITE
| Q4 25 | 4.5% | 9.7% | ||
| Q3 25 | -2.1% | 1.3% | ||
| Q2 25 | 5.8% | -1.7% | ||
| Q1 25 | 4.1% | -8.9% | ||
| Q4 24 | 3.0% | -12.8% | ||
| Q3 24 | 5.3% | -24.5% | ||
| Q2 24 | 6.0% | -43.3% | ||
| Q1 24 | 4.0% | -31.3% |
净利率FDPLITE
| Q4 25 | 3.2% | 11.8% | ||
| Q3 25 | -2.8% | 0.8% | ||
| Q2 25 | 4.8% | 44.4% | ||
| Q1 25 | 2.8% | -10.4% | ||
| Q4 24 | 2.0% | -15.1% | ||
| Q3 24 | 4.1% | -24.5% | ||
| Q2 24 | 4.7% | -81.9% | ||
| Q1 24 | 2.4% | -34.7% |
每股收益（稀释后）FDPLITE
| Q4 25 | $0.67 | $0.89 | ||
| Q3 25 | $-0.61 | $0.05 | ||
| Q2 25 | $1.18 | $3.10 | ||
| Q1 25 | $0.64 | $-0.64 | ||
| Q4 24 | $0.41 | $-0.88 | ||
| Q3 24 | $0.88 | $-1.21 | ||
| Q2 24 | $1.12 | $-3.75 | ||
| Q1 24 | $0.55 | $-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 | $35.7M | $1.2B |
| 总债务越低越好 | $176.2M | — |
| 股东权益账面价值 | $2.0B | $846.6M |
| 总资产 | $3.1B | $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FDPLITE
| Q4 25 | $35.7M | $1.2B | ||
| Q3 25 | $97.2M | $1.1B | ||
| Q2 25 | $85.5M | $877.1M | ||
| Q1 25 | $34.4M | $866.7M | ||
| Q4 24 | $32.6M | $896.7M | ||
| Q3 24 | $50.8M | $916.1M | ||
| Q2 24 | $37.8M | $887.0M | ||
| Q1 24 | $42.2M | $870.9M |
总债务FDPLITE
| Q4 25 | $176.2M | — | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $205.2M | — | ||
| Q1 25 | $237.4M | — | ||
| Q4 24 | $248.9M | — | ||
| Q3 24 | $274.8M | — | ||
| Q2 24 | $290.4M | — | ||
| Q1 24 | $405.8M | — |
股东权益FDPLITE
| Q4 25 | $2.0B | $846.6M | ||
| Q3 25 | $2.0B | $780.8M | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.0B | $879.5M | ||
| Q4 24 | $2.0B | $872.3M | ||
| Q3 24 | $2.0B | $895.9M | ||
| Q2 24 | $2.0B | $957.3M | ||
| Q1 24 | $1.9B | $1.2B |
总资产FDPLITE
| Q4 25 | $3.1B | $4.8B | ||
| Q3 25 | $3.1B | $4.6B | ||
| Q2 25 | $3.2B | $4.2B | ||
| Q1 25 | $3.2B | $4.0B | ||
| Q4 24 | $3.1B | $4.0B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $3.1B | $3.9B | ||
| Q1 24 | $3.2B | $4.2B |
负债/权益比FDPLITE
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 0.10× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.21× | — |
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 | $10.9M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $-17.2M | $43.1M |
| 自由现金流率自由现金流/营收 | -1.7% | 6.5% |
| 资本支出强度资本支出/营收 | 2.8% | 12.6% |
| 现金转化率经营现金流/净利润 | 0.34× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $181.3M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流FDPLITE
| Q4 25 | $10.9M | $126.7M | ||
| Q3 25 | $75.0M | $57.9M | ||
| Q2 25 | $113.1M | $64.0M | ||
| Q1 25 | $46.1M | $-1.6M | ||
| Q4 24 | $-4.7M | $24.3M | ||
| Q3 24 | $43.5M | $39.6M | ||
| Q2 24 | $125.0M | $35.5M | ||
| Q1 24 | $18.7M | $-7.0M |
自由现金流FDPLITE
| Q4 25 | $-17.2M | $43.1M | ||
| Q3 25 | $60.9M | $-18.3M | ||
| Q2 25 | $101.5M | $10.1M | ||
| Q1 25 | $36.1M | $-64.4M | ||
| Q4 24 | $-22.3M | $-15.9M | ||
| Q3 24 | $30.1M | $-34.5M | ||
| Q2 24 | $117.0M | $10.9M | ||
| Q1 24 | $6.0M | $-26.6M |
自由现金流率FDPLITE
| Q4 25 | -1.7% | 6.5% | ||
| Q3 25 | 6.0% | -3.4% | ||
| Q2 25 | 8.6% | 2.1% | ||
| Q1 25 | 3.3% | -15.1% | ||
| Q4 24 | -2.2% | -4.0% | ||
| Q3 24 | 3.0% | -10.2% | ||
| Q2 24 | 10.3% | 3.5% | ||
| Q1 24 | 0.5% | -7.3% |
资本支出强度FDPLITE
| Q4 25 | 2.8% | 12.6% | ||
| Q3 25 | 1.4% | 14.3% | ||
| Q2 25 | 1.0% | 11.2% | ||
| Q1 25 | 0.9% | 14.8% | ||
| Q4 24 | 1.7% | 10.0% | ||
| Q3 24 | 1.3% | 22.0% | ||
| Q2 24 | 0.7% | 8.0% | ||
| Q1 24 | 1.1% | 5.3% |
现金转化率FDPLITE
| Q4 25 | 0.34× | 1.62× | ||
| Q3 25 | — | 13.79× | ||
| Q2 25 | 1.99× | 0.30× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | -0.23× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 2.33× | — | ||
| Q1 24 | 0.72× | — |
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
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
