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FNB CORP（FNB）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FNB CORP的1.8倍（$665.5M vs $366.0M），FNB CORP净利率更高（45.9% vs 11.8%，领先34.2%），朗美通同比增速更快（65.5% vs 13.7%），FNB CORP自由现金流更多（$99.0M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 7.1%）
FNB集团是总部位于美国宾夕法尼亚州匹兹堡的多元化金融服务机构，为旗下最大子公司第一国民银行的控股主体，截至2025年12月31日总资产超500亿美元，业务覆盖匹兹堡、巴尔的摩、克利夫兰、华盛顿特区、北卡罗来纳州多座城市及南卡罗来纳州查尔斯顿等核心都会区。
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。
FNB vs LITE — 直观对比
营收规模更大
LITE
是对方的1.8倍
$366.0M
营收增速更快
LITE
高出51.8%
13.7%
净利率更高
FNB
高出34.2%
11.8%
自由现金流更多
FNB
多$55.9M
$43.1M
两年增速更快
LITE
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $366.0M | $665.5M |
| 净利润 | $168.0M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 45.1% | 9.7% |
| 净利率 | 45.9% | 11.8% |
| 营收同比 | 13.7% | 65.5% |
| 净利润同比 | 52.7% | 228.4% |
| 每股收益（稀释后） | $0.47 | $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FNBLITE
| Q4 25 | $366.0M | $665.5M | ||
| Q3 25 | $359.0M | $533.8M | ||
| Q2 25 | $348.0M | $480.7M | ||
| Q1 25 | $323.0M | $425.2M | ||
| Q4 24 | $322.0M | $402.2M | ||
| Q3 24 | $323.0M | $336.9M | ||
| Q2 24 | $316.0M | $308.3M | ||
| Q1 24 | $319.0M | $366.5M |
净利润FNBLITE
| Q4 25 | $168.0M | $78.2M | ||
| Q3 25 | $150.0M | $4.2M | ||
| Q2 25 | $130.0M | $213.3M | ||
| Q1 25 | $117.0M | $-44.1M | ||
| Q4 24 | $110.0M | $-60.9M | ||
| Q3 24 | $110.0M | $-82.4M | ||
| Q2 24 | $123.0M | $-252.5M | ||
| Q1 24 | $122.0M | $-127.0M |
毛利率FNBLITE
| 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FNBLITE
| Q4 25 | 45.1% | 9.7% | ||
| Q3 25 | 52.9% | 1.3% | ||
| Q2 25 | 47.7% | -1.7% | ||
| Q1 25 | 45.8% | -8.9% | ||
| Q4 24 | 31.7% | -12.8% | ||
| Q3 24 | 43.3% | -24.5% | ||
| Q2 24 | 49.7% | -43.3% | ||
| Q1 24 | 48.9% | -31.3% |
净利率FNBLITE
| Q4 25 | 45.9% | 11.8% | ||
| Q3 25 | 41.8% | 0.8% | ||
| Q2 25 | 37.4% | 44.4% | ||
| Q1 25 | 36.2% | -10.4% | ||
| Q4 24 | 34.2% | -15.1% | ||
| Q3 24 | 34.1% | -24.5% | ||
| Q2 24 | 38.9% | -81.9% | ||
| Q1 24 | 38.2% | -34.7% |
每股收益（稀释后）FNBLITE
| Q4 25 | $0.47 | $0.89 | ||
| Q3 25 | $0.41 | $0.05 | ||
| Q2 25 | $0.36 | $3.10 | ||
| Q1 25 | $0.32 | $-0.64 | ||
| Q4 24 | $0.31 | $-0.88 | ||
| Q3 24 | $0.30 | $-1.21 | ||
| Q2 24 | $0.34 | $-3.75 | ||
| Q1 24 | $0.32 | $-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 | $2.5B | $1.2B |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $6.8B | $846.6M |
| 总资产 | $50.2B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势，按日历期对齐
现金及短期投资FNBLITE
| Q4 25 | $2.5B | $1.2B | ||
| Q3 25 | $2.4B | $1.1B | ||
| Q2 25 | $2.4B | $877.1M | ||
| Q1 25 | $2.4B | $866.7M | ||
| Q4 24 | $2.4B | $896.7M | ||
| Q3 24 | $2.1B | $916.1M | ||
| Q2 24 | $1.9B | $887.0M | ||
| Q1 24 | $1.5B | $870.9M |
总债务FNBLITE
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.1B | — |
股东权益FNBLITE
| Q4 25 | $6.8B | $846.6M | ||
| Q3 25 | $6.6B | $780.8M | ||
| Q2 25 | $6.5B | $1.1B | ||
| Q1 25 | $6.4B | $879.5M | ||
| Q4 24 | $6.3B | $872.3M | ||
| Q3 24 | $6.2B | $895.9M | ||
| Q2 24 | $6.1B | $957.3M | ||
| Q1 24 | $6.0B | $1.2B |
总资产FNBLITE
| Q4 25 | $50.2B | $4.8B | ||
| Q3 25 | $49.9B | $4.6B | ||
| Q2 25 | $49.7B | $4.2B | ||
| Q1 25 | $49.0B | $4.0B | ||
| Q4 24 | $48.6B | $4.0B | ||
| Q3 24 | $48.0B | $4.0B | ||
| Q2 24 | $47.7B | $3.9B | ||
| Q1 24 | $45.9B | $4.2B |
负债/权益比FNBLITE
| Q4 25 | 0.28× | — | ||
| Q3 25 | 0.32× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.39× | — | ||
| Q4 24 | 0.48× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.33× | — | ||
| Q1 24 | 0.35× | — |
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 | $128.0M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $99.0M | $43.1M |
| 自由现金流率自由现金流/营收 | 27.0% | 6.5% |
| 资本支出强度资本支出/营收 | 7.9% | 12.6% |
| 现金转化率经营现金流/净利润 | 0.76× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $376.0M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流FNBLITE
| Q4 25 | $128.0M | $126.7M | ||
| Q3 25 | $167.0M | $57.9M | ||
| Q2 25 | $123.0M | $64.0M | ||
| Q1 25 | $64.0M | $-1.6M | ||
| Q4 24 | $326.0M | $24.3M | ||
| Q3 24 | $-14.0M | $39.6M | ||
| Q2 24 | $85.0M | $35.5M | ||
| Q1 24 | $245.0M | $-7.0M |
自由现金流FNBLITE
| Q4 25 | $99.0M | $43.1M | ||
| Q3 25 | $149.0M | $-18.3M | ||
| Q2 25 | $85.0M | $10.1M | ||
| Q1 25 | $43.0M | $-64.4M | ||
| Q4 24 | $278.0M | $-15.9M | ||
| Q3 24 | $-46.0M | $-34.5M | ||
| Q2 24 | $55.0M | $10.9M | ||
| Q1 24 | $216.0M | $-26.6M |
自由现金流率FNBLITE
| Q4 25 | 27.0% | 6.5% | ||
| Q3 25 | 41.5% | -3.4% | ||
| Q2 25 | 24.4% | 2.1% | ||
| Q1 25 | 13.3% | -15.1% | ||
| Q4 24 | 86.3% | -4.0% | ||
| Q3 24 | -14.2% | -10.2% | ||
| Q2 24 | 17.4% | 3.5% | ||
| Q1 24 | 67.7% | -7.3% |
资本支出强度FNBLITE
| Q4 25 | 7.9% | 12.6% | ||
| Q3 25 | 5.0% | 14.3% | ||
| Q2 25 | 10.9% | 11.2% | ||
| Q1 25 | 6.5% | 14.8% | ||
| Q4 24 | 14.9% | 10.0% | ||
| Q3 24 | 9.9% | 22.0% | ||
| Q2 24 | 9.5% | 8.0% | ||
| Q1 24 | 9.1% | 5.3% |
现金转化率FNBLITE
| Q4 25 | 0.76× | 1.62× | ||
| Q3 25 | 1.11× | 13.79× | ||
| Q2 25 | 0.95× | 0.30× | ||
| Q1 25 | 0.55× | — | ||
| Q4 24 | 2.96× | — | ||
| Q3 24 | -0.13× | — | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.01× | — |
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
FNB
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
