vs
FLOWSERVE CORP（FLS）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
FLOWSERVE CORP的季度营收约是朗美通的1.6倍（$1.1B vs $665.5M），朗美通净利率更高（11.8% vs 7.6%，领先4.1%），朗美通同比增速更快（65.5% vs -6.7%），过去两年朗美通的营收复合增速更高（34.8% vs -3.9%）
Flowserve是美国跨国企业，也是全球领先的工业及环保机械供应商之一，主营泵、阀门、端面机械密封、自动化产品及相关服务，覆盖电力、油气、化工等多个行业，总部位于得克萨斯州欧文市，在全球50多国拥有近1.6万名员工，同时提供完善的售后服务。
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。
FLS vs LITE — 直观对比
营收规模更大
FLS
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出72.1%
-6.7%
净利率更高
LITE
高出4.1%
7.6%
两年增速更快
LITE
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $665.5M |
| 净利润 | $81.7M | $78.2M |
| 毛利率 | 35.6% | 36.1% |
| 营业利润率 | 11.2% | 9.7% |
| 净利率 | 7.6% | 11.8% |
| 营收同比 | -6.7% | 65.5% |
| 净利润同比 | 10.5% | 228.4% |
| 每股收益（稀释后） | — | $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FLSLITE
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.2B | $665.5M | ||
| Q3 25 | $1.2B | $533.8M | ||
| Q2 25 | $1.2B | $480.7M | ||
| Q1 25 | $1.1B | $425.2M | ||
| Q4 24 | $1.2B | $402.2M | ||
| Q3 24 | $1.1B | $336.9M | ||
| Q2 24 | $1.2B | $308.3M |
净利润FLSLITE
| Q1 26 | $81.7M | — | ||
| Q4 25 | $-29.0M | $78.2M | ||
| Q3 25 | $219.6M | $4.2M | ||
| Q2 25 | $81.8M | $213.3M | ||
| Q1 25 | $73.9M | $-44.1M | ||
| Q4 24 | $77.5M | $-60.9M | ||
| Q3 24 | $58.4M | $-82.4M | ||
| Q2 24 | $72.6M | $-252.5M |
毛利率FLSLITE
| Q1 26 | 35.6% | — | ||
| Q4 25 | 34.8% | 36.1% | ||
| Q3 25 | 32.4% | 34.0% | ||
| Q2 25 | 34.2% | 33.3% | ||
| Q1 25 | 32.3% | 28.8% | ||
| Q4 24 | 31.5% | 24.8% | ||
| Q3 24 | 31.5% | 23.1% | ||
| Q2 24 | 31.6% | 16.6% |
营业利润率FLSLITE
| Q1 26 | 11.2% | — | ||
| Q4 25 | 3.5% | 9.7% | ||
| Q3 25 | 6.7% | 1.3% | ||
| Q2 25 | 12.3% | -1.7% | ||
| Q1 25 | 11.5% | -8.9% | ||
| Q4 24 | 10.6% | -12.8% | ||
| Q3 24 | 9.1% | -24.5% | ||
| Q2 24 | 10.5% | -43.3% |
净利率FLSLITE
| Q1 26 | 7.6% | — | ||
| Q4 25 | -2.4% | 11.8% | ||
| Q3 25 | 18.7% | 0.8% | ||
| Q2 25 | 6.9% | 44.4% | ||
| Q1 25 | 6.5% | -10.4% | ||
| Q4 24 | 6.6% | -15.1% | ||
| Q3 24 | 5.2% | -24.5% | ||
| Q2 24 | 6.3% | -81.9% |
每股收益（稀释后）FLSLITE
| Q1 26 | — | — | ||
| Q4 25 | $-0.21 | $0.89 | ||
| Q3 25 | $1.67 | $0.05 | ||
| Q2 25 | $0.62 | $3.10 | ||
| Q1 25 | $0.56 | $-0.64 | ||
| Q4 24 | $0.59 | $-0.88 | ||
| Q3 24 | $0.44 | $-1.21 | ||
| Q2 24 | $0.55 | $-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 | $792.4M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $846.6M |
| 总资产 | $5.7B | $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FLSLITE
| Q1 26 | $792.4M | — | ||
| Q4 25 | $760.2M | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | $675.4M | $896.7M | ||
| Q3 24 | — | $916.1M | ||
| Q2 24 | — | $887.0M |
总债务FLSLITE
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FLSLITE
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $846.6M | ||
| Q3 25 | $2.3B | $780.8M | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $2.1B | $879.5M | ||
| Q4 24 | $2.0B | $872.3M | ||
| Q3 24 | $2.1B | $895.9M | ||
| Q2 24 | $2.0B | $957.3M |
总资产FLSLITE
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $4.8B | ||
| Q3 25 | $5.8B | $4.6B | ||
| Q2 25 | $5.7B | $4.2B | ||
| Q1 25 | $5.5B | $4.0B | ||
| Q4 24 | $5.5B | $4.0B | ||
| Q3 24 | $5.3B | $4.0B | ||
| Q2 24 | $5.2B | $3.9B |
负债/权益比FLSLITE
| Q1 26 | — | — | ||
| Q4 25 | 0.72× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $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FLSLITE
| Q1 26 | — | — | ||
| Q4 25 | $-174.0K | $126.7M | ||
| Q3 25 | $401.8M | $57.9M | ||
| Q2 25 | $154.1M | $64.0M | ||
| Q1 25 | $-49.9M | $-1.6M | ||
| Q4 24 | $197.3M | $24.3M | ||
| Q3 24 | $178.5M | $39.6M | ||
| Q2 24 | $-12.8M | $35.5M |
自由现金流FLSLITE
| Q1 26 | — | — | ||
| Q4 25 | $-25.6M | $43.1M | ||
| Q3 25 | $384.7M | $-18.3M | ||
| Q2 25 | $137.5M | $10.1M | ||
| Q1 25 | $-61.7M | $-64.4M | ||
| Q4 24 | $168.5M | $-15.9M | ||
| Q3 24 | $154.6M | $-34.5M | ||
| Q2 24 | $-27.5M | $10.9M |
自由现金流率FLSLITE
| Q1 26 | — | — | ||
| Q4 25 | -2.1% | 6.5% | ||
| Q3 25 | 32.8% | -3.4% | ||
| Q2 25 | 11.6% | 2.1% | ||
| Q1 25 | -5.4% | -15.1% | ||
| Q4 24 | 14.3% | -4.0% | ||
| Q3 24 | 13.6% | -10.2% | ||
| Q2 24 | -2.4% | 3.5% |
资本支出强度FLSLITE
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 12.6% | ||
| Q3 25 | 1.5% | 14.3% | ||
| Q2 25 | 1.4% | 11.2% | ||
| Q1 25 | 1.0% | 14.8% | ||
| Q4 24 | 2.4% | 10.0% | ||
| Q3 24 | 2.1% | 22.0% | ||
| Q2 24 | 1.3% | 8.0% |
现金转化率FLSLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | 1.83× | 13.79× | ||
| Q2 25 | 1.89× | 0.30× | ||
| Q1 25 | -0.68× | — | ||
| Q4 24 | 2.55× | — | ||
| Q3 24 | 3.06× | — | ||
| Q2 24 | -0.18× | — |
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
FLS
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
