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富兰克林电气（FELE）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富兰克林电气的1.3倍（$665.5M vs $500.4M），朗美通净利率更高（11.8% vs 6.9%，领先4.8%），朗美通同比增速更快（65.5% vs 9.9%），过去两年朗美通的营收复合增速更高（34.8% vs -4.0%）
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
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。
FELE vs LITE — 直观对比
营收规模更大
LITE
是对方的1.3倍
$500.4M
营收增速更快
LITE
高出55.5%
9.9%
净利率更高
LITE
高出4.8%
6.9%
两年增速更快
LITE
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $500.4M | $665.5M |
| 净利润 | $34.7M | $78.2M |
| 毛利率 | 35.0% | 36.1% |
| 营业利润率 | 9.6% | 9.7% |
| 净利率 | 6.9% | 11.8% |
| 营收同比 | 9.9% | 65.5% |
| 净利润同比 | 10.6% | 228.4% |
| 每股收益（稀释后） | $0.77 | $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FELELITE
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $665.5M | ||
| Q3 25 | $581.7M | $533.8M | ||
| Q2 25 | $587.4M | $480.7M | ||
| Q1 25 | $455.2M | $425.2M | ||
| Q4 24 | $485.7M | $402.2M | ||
| Q3 24 | $531.4M | $336.9M | ||
| Q2 24 | $543.3M | $308.3M |
净利润FELELITE
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $78.2M | ||
| Q3 25 | $16.7M | $4.2M | ||
| Q2 25 | $60.1M | $213.3M | ||
| Q1 25 | $31.0M | $-44.1M | ||
| Q4 24 | $33.7M | $-60.9M | ||
| Q3 24 | $54.6M | $-82.4M | ||
| Q2 24 | $59.1M | $-252.5M |
毛利率FELELITE
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | 36.1% | ||
| Q3 25 | 35.9% | 34.0% | ||
| Q2 25 | 36.1% | 33.3% | ||
| Q1 25 | 36.0% | 28.8% | ||
| Q4 24 | 33.8% | 24.8% | ||
| Q3 24 | 35.7% | 23.1% | ||
| Q2 24 | 36.8% | 16.6% |
营业利润率FELELITE
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 9.7% | ||
| Q3 25 | 14.6% | 1.3% | ||
| Q2 25 | 15.0% | -1.7% | ||
| Q1 25 | 9.7% | -8.9% | ||
| Q4 24 | 8.9% | -12.8% | ||
| Q3 24 | 13.8% | -24.5% | ||
| Q2 24 | 14.6% | -43.3% |
净利率FELELITE
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | 11.8% | ||
| Q3 25 | 2.9% | 0.8% | ||
| Q2 25 | 10.2% | 44.4% | ||
| Q1 25 | 6.8% | -10.4% | ||
| Q4 24 | 6.9% | -15.1% | ||
| Q3 24 | 10.3% | -24.5% | ||
| Q2 24 | 10.9% | -81.9% |
每股收益（稀释后）FELELITE
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $0.89 | ||
| Q3 25 | $0.37 | $0.05 | ||
| Q2 25 | $1.31 | $3.10 | ||
| Q1 25 | $0.67 | $-0.64 | ||
| Q4 24 | $0.73 | $-0.88 | ||
| Q3 24 | $1.17 | $-1.21 | ||
| Q2 24 | $1.26 | $-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 | $80.4M | $1.2B |
| 总债务越低越好 | $134.4M | — |
| 股东权益账面价值 | $1.3B | $846.6M |
| 总资产 | $2.0B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.10× | — |
8季度趋势，按日历期对齐
现金及短期投资FELELITE
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $1.2B | ||
| Q3 25 | $102.9M | $1.1B | ||
| Q2 25 | $104.6M | $877.1M | ||
| Q1 25 | $84.0M | $866.7M | ||
| Q4 24 | $220.5M | $896.7M | ||
| Q3 24 | $106.3M | $916.1M | ||
| Q2 24 | $58.1M | $887.0M |
总债务FELELITE
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | — | ||
| Q3 25 | $135.2M | — | ||
| Q2 25 | $14.5M | — | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $11.6M | — | ||
| Q2 24 | $87.2M | — |
股东权益FELELITE
| Q1 26 | $1.3B | — | ||
| 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 | $1.3B | $895.9M | ||
| Q2 24 | $1.2B | $957.3M |
总资产FELELITE
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $4.8B | ||
| Q3 25 | $2.0B | $4.6B | ||
| Q2 25 | $2.0B | $4.2B | ||
| Q1 25 | $1.9B | $4.0B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.8B | $3.9B |
负债/权益比FELELITE
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | — | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.07× | — |
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FELELITE
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $126.7M | ||
| Q3 25 | $102.7M | $57.9M | ||
| Q2 25 | $51.5M | $64.0M | ||
| Q1 25 | $-19.5M | $-1.6M | ||
| Q4 24 | $110.3M | $24.3M | ||
| Q3 24 | $116.1M | $39.6M | ||
| Q2 24 | $36.4M | $35.5M |
自由现金流FELELITE
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $43.1M | ||
| Q3 25 | $91.3M | $-18.3M | ||
| Q2 25 | $39.9M | $10.1M | ||
| Q1 25 | $-26.3M | $-64.4M | ||
| Q4 24 | $97.5M | $-15.9M | ||
| Q3 24 | $106.6M | $-34.5M | ||
| Q2 24 | $26.1M | $10.9M |
自由现金流率FELELITE
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 6.5% | ||
| Q3 25 | 15.7% | -3.4% | ||
| Q2 25 | 6.8% | 2.1% | ||
| Q1 25 | -5.8% | -15.1% | ||
| Q4 24 | 20.1% | -4.0% | ||
| Q3 24 | 20.1% | -10.2% | ||
| Q2 24 | 4.8% | 3.5% |
资本支出强度FELELITE
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 12.6% | ||
| Q3 25 | 2.0% | 14.3% | ||
| Q2 25 | 2.0% | 11.2% | ||
| Q1 25 | 1.5% | 14.8% | ||
| Q4 24 | 2.6% | 10.0% | ||
| Q3 24 | 1.8% | 22.0% | ||
| Q2 24 | 1.9% | 8.0% |
现金转化率FELELITE
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 1.62× | ||
| Q3 25 | 6.14× | 13.79× | ||
| Q2 25 | 0.86× | 0.30× | ||
| Q1 25 | -0.63× | — | ||
| Q4 24 | 3.28× | — | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 0.62× | — |
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
FELE
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
