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简柏特（G）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
简柏特的季度营收约是朗美通的1.9倍（$1.3B vs $665.5M），朗美通净利率更高（11.8% vs 11.4%，领先0.3%），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 5.0%）
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
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。
G vs LITE — 直观对比
营收规模更大
G
是对方的1.9倍
$665.5M
营收增速更快
LITE
高出58.8%
6.7%
净利率更高
LITE
高出0.3%
11.4%
两年增速更快
LITE
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $665.5M |
| 净利润 | $148.0M | $78.2M |
| 毛利率 | 36.4% | 36.1% |
| 营业利润率 | 15.3% | 9.7% |
| 净利率 | 11.4% | 11.8% |
| 营收同比 | 6.7% | 65.5% |
| 净利润同比 | 13.1% | 228.4% |
| 每股收益（稀释后） | $0.86 | $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GLITE
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $665.5M | ||
| Q3 25 | $1.3B | $533.8M | ||
| Q2 25 | $1.3B | $480.7M | ||
| Q1 25 | $1.2B | $425.2M | ||
| Q4 24 | $1.2B | $402.2M | ||
| Q3 24 | $1.2B | $336.9M | ||
| Q2 24 | $1.2B | $308.3M |
净利润GLITE
| Q1 26 | $148.0M | — | ||
| Q4 25 | $143.1M | $78.2M | ||
| Q3 25 | $145.8M | $4.2M | ||
| Q2 25 | $132.7M | $213.3M | ||
| Q1 25 | $130.9M | $-44.1M | ||
| Q4 24 | $141.9M | $-60.9M | ||
| Q3 24 | $132.8M | $-82.4M | ||
| Q2 24 | $122.0M | $-252.5M |
毛利率GLITE
| Q1 26 | 36.4% | — | ||
| Q4 25 | 36.6% | 36.1% | ||
| Q3 25 | 36.4% | 34.0% | ||
| Q2 25 | 35.9% | 33.3% | ||
| Q1 25 | 35.3% | 28.8% | ||
| Q4 24 | 35.7% | 24.8% | ||
| Q3 24 | 35.6% | 23.1% | ||
| Q2 24 | 35.4% | 16.6% |
营业利润率GLITE
| Q1 26 | 15.3% | — | ||
| Q4 25 | 14.8% | 9.7% | ||
| Q3 25 | 14.8% | 1.3% | ||
| Q2 25 | 14.3% | -1.7% | ||
| Q1 25 | 15.1% | -8.9% | ||
| Q4 24 | 15.2% | -12.8% | ||
| Q3 24 | 15.0% | -24.5% | ||
| Q2 24 | 14.5% | -43.3% |
净利率GLITE
| Q1 26 | 11.4% | — | ||
| Q4 25 | 10.8% | 11.8% | ||
| Q3 25 | 11.3% | 0.8% | ||
| Q2 25 | 10.6% | 44.4% | ||
| Q1 25 | 10.8% | -10.4% | ||
| Q4 24 | 11.4% | -15.1% | ||
| Q3 24 | 11.0% | -24.5% | ||
| Q2 24 | 10.4% | -81.9% |
每股收益（稀释后）GLITE
| Q1 26 | $0.86 | — | ||
| Q4 25 | $0.82 | $0.89 | ||
| Q3 25 | $0.83 | $0.05 | ||
| Q2 25 | $0.75 | $3.10 | ||
| Q1 25 | $0.73 | $-0.64 | ||
| Q4 24 | $0.80 | $-0.88 | ||
| Q3 24 | $0.74 | $-1.21 | ||
| Q2 24 | $0.67 | $-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 | $928.1M | $1.2B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.5B | $846.6M |
| 总资产 | $5.6B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.62× | — |
8季度趋势，按日历期对齐
现金及短期投资GLITE
| Q1 26 | $928.1M | — | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $740.8M | $1.1B | ||
| Q2 25 | $663.3M | $877.1M | ||
| Q1 25 | $561.6M | $866.7M | ||
| Q4 24 | $671.6M | $896.7M | ||
| Q3 24 | $1.0B | $916.1M | ||
| Q2 24 | $914.2M | $887.0M |
总债务GLITE
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — |
股东权益GLITE
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $846.6M | ||
| Q3 25 | $2.5B | $780.8M | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.5B | $879.5M | ||
| Q4 24 | $2.4B | $872.3M | ||
| Q3 24 | $2.4B | $895.9M | ||
| Q2 24 | $2.3B | $957.3M |
总资产GLITE
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.8B | $4.8B | ||
| Q3 25 | $5.4B | $4.6B | ||
| Q2 25 | $5.3B | $4.2B | ||
| Q1 25 | $4.9B | $4.0B | ||
| Q4 24 | $5.0B | $4.0B | ||
| Q3 24 | $5.3B | $4.0B | ||
| Q2 24 | $5.2B | $3.9B |
负债/权益比GLITE
| Q1 26 | 0.62× | — | ||
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.68× | — | ||
| Q2 24 | 0.70× | — |
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GLITE
| Q1 26 | — | — | ||
| Q4 25 | $286.7M | $126.7M | ||
| Q3 25 | $308.4M | $57.9M | ||
| Q2 25 | $177.4M | $64.0M | ||
| Q1 25 | $40.4M | $-1.6M | ||
| Q4 24 | $203.2M | $24.3M | ||
| Q3 24 | $228.5M | $39.6M | ||
| Q2 24 | $209.3M | $35.5M |
自由现金流GLITE
| Q1 26 | — | — | ||
| Q4 25 | $269.0M | $43.1M | ||
| Q3 25 | $292.0M | $-18.3M | ||
| Q2 25 | $155.1M | $10.1M | ||
| Q1 25 | $18.5M | $-64.4M | ||
| Q4 24 | $183.5M | $-15.9M | ||
| Q3 24 | $208.7M | $-34.5M | ||
| Q2 24 | $190.0M | $10.9M |
自由现金流率GLITE
| Q1 26 | — | — | ||
| Q4 25 | 20.4% | 6.5% | ||
| Q3 25 | 22.6% | -3.4% | ||
| Q2 25 | 12.4% | 2.1% | ||
| Q1 25 | 1.5% | -15.1% | ||
| Q4 24 | 14.7% | -4.0% | ||
| Q3 24 | 17.2% | -10.2% | ||
| Q2 24 | 16.2% | 3.5% |
资本支出强度GLITE
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 12.6% | ||
| Q3 25 | 1.3% | 14.3% | ||
| Q2 25 | 1.8% | 11.2% | ||
| Q1 25 | 1.8% | 14.8% | ||
| Q4 24 | 1.6% | 10.0% | ||
| Q3 24 | 1.6% | 22.0% | ||
| Q2 24 | 1.6% | 8.0% |
现金转化率GLITE
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | 1.62× | ||
| Q3 25 | 2.11× | 13.79× | ||
| Q2 25 | 1.34× | 0.30× | ||
| Q1 25 | 0.31× | — | ||
| Q4 24 | 1.43× | — | ||
| Q3 24 | 1.72× | — | ||
| Q2 24 | 1.72× | — |
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
G
| Core Business Services | $950.8M | 73% |
| Advanced Technology Solutions | $345.2M | 27% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
