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FULTON FINANCIAL CORP（FULT）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FULTON FINANCIAL CORP的2.0倍（$665.5M vs $336.2M），FULTON FINANCIAL CORP净利率更高（28.2% vs 11.8%，领先16.4%），朗美通同比增速更快（65.5% vs 4.2%），过去两年朗美通的营收复合增速更高（34.8% vs 0.2%）
富尔顿金融公司是美国的区域性金融服务控股企业，总部位于宾夕法尼亚州兰开斯特市，主要为当地及周边区域提供多元化的金融相关服务，在区域金融市场拥有稳定的业务布局。
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。
FULT vs LITE — 直观对比
营收规模更大
LITE
是对方的2.0倍
$336.2M
营收增速更快
LITE
高出61.3%
4.2%
净利率更高
FULT
高出16.4%
11.8%
两年增速更快
LITE
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $336.2M | $665.5M |
| 净利润 | $94.8M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | — | 9.7% |
| 净利率 | 28.2% | 11.8% |
| 营收同比 | 4.2% | 65.5% |
| 净利润同比 | 1.9% | 228.4% |
| 每股收益（稀释后） | $0.55 | $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FULTLITE
| Q1 26 | $336.2M | — | ||
| Q4 25 | $336.0M | $665.5M | ||
| Q3 25 | $334.6M | $533.8M | ||
| Q2 25 | $324.1M | $480.7M | ||
| Q1 25 | $318.4M | $425.2M | ||
| Q4 24 | $319.6M | $402.2M | ||
| Q3 24 | $317.7M | $336.9M | ||
| Q2 24 | $334.7M | $308.3M |
净利润FULTLITE
| Q1 26 | $94.8M | — | ||
| Q4 25 | $99.0M | $78.2M | ||
| Q3 25 | $100.5M | $4.2M | ||
| Q2 25 | $99.2M | $213.3M | ||
| Q1 25 | $93.0M | $-44.1M | ||
| Q4 24 | $68.6M | $-60.9M | ||
| Q3 24 | $63.2M | $-82.4M | ||
| Q2 24 | $95.0M | $-252.5M |
毛利率FULTLITE
| Q1 26 | — | — | ||
| 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% |
营业利润率FULTLITE
| Q1 26 | — | — | ||
| Q4 25 | 35.7% | 9.7% | ||
| Q3 25 | 38.2% | 1.3% | ||
| Q2 25 | 37.8% | -1.7% | ||
| Q1 25 | 36.1% | -8.9% | ||
| Q4 24 | 27.0% | -12.8% | ||
| Q3 24 | 25.1% | -24.5% | ||
| Q2 24 | 30.8% | -43.3% |
净利率FULTLITE
| Q1 26 | 28.2% | — | ||
| Q4 25 | 29.5% | 11.8% | ||
| Q3 25 | 30.0% | 0.8% | ||
| Q2 25 | 30.6% | 44.4% | ||
| Q1 25 | 29.2% | -10.4% | ||
| Q4 24 | 21.5% | -15.1% | ||
| Q3 24 | 19.9% | -24.5% | ||
| Q2 24 | 28.4% | -81.9% |
每股收益（稀释后）FULTLITE
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.53 | $0.89 | ||
| Q3 25 | $0.53 | $0.05 | ||
| Q2 25 | $0.53 | $3.10 | ||
| Q1 25 | $0.49 | $-0.64 | ||
| Q4 24 | $0.36 | $-0.88 | ||
| Q3 24 | $0.33 | $-1.21 | ||
| Q2 24 | $0.52 | $-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 | — | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.5B | $846.6M |
| 总资产 | $32.2B | $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FULTLITE
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | — | $896.7M | ||
| Q3 24 | — | $916.1M | ||
| Q2 24 | — | $887.0M |
股东权益FULTLITE
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $846.6M | ||
| Q3 25 | $3.4B | $780.8M | ||
| Q2 25 | $3.3B | $1.1B | ||
| Q1 25 | $3.3B | $879.5M | ||
| Q4 24 | $3.2B | $872.3M | ||
| Q3 24 | $3.2B | $895.9M | ||
| Q2 24 | $3.1B | $957.3M |
总资产FULTLITE
| Q1 26 | $32.2B | — | ||
| Q4 25 | $32.1B | $4.8B | ||
| Q3 25 | $32.0B | $4.6B | ||
| Q2 25 | $32.0B | $4.2B | ||
| Q1 25 | $32.1B | $4.0B | ||
| Q4 24 | $32.1B | $4.0B | ||
| Q3 24 | $32.2B | $4.0B | ||
| Q2 24 | $31.8B | $3.9B |
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FULTLITE
| Q1 26 | — | — | ||
| Q4 25 | $304.5M | $126.7M | ||
| Q3 25 | $116.1M | $57.9M | ||
| Q2 25 | $91.7M | $64.0M | ||
| Q1 25 | $703.0K | $-1.6M | ||
| Q4 24 | $416.6M | $24.3M | ||
| Q3 24 | $-22.0M | $39.6M | ||
| Q2 24 | $157.8M | $35.5M |
自由现金流FULTLITE
| Q1 26 | — | — | ||
| Q4 25 | — | $43.1M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | — | $10.1M | ||
| Q1 25 | — | $-64.4M | ||
| Q4 24 | — | $-15.9M | ||
| Q3 24 | — | $-34.5M | ||
| Q2 24 | — | $10.9M |
自由现金流率FULTLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | -3.4% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | -15.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -10.2% | ||
| Q2 24 | — | 3.5% |
资本支出强度FULTLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | — | 8.0% |
现金转化率FULTLITE
| Q1 26 | — | — | ||
| Q4 25 | 3.08× | 1.62× | ||
| Q3 25 | 1.16× | 13.79× | ||
| Q2 25 | 0.92× | 0.30× | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 6.07× | — | ||
| Q3 24 | -0.35× | — | ||
| Q2 24 | 1.66× | — |
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
FULT
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
