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Gen Digital（GEN）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
Gen Digital的季度营收约是朗美通的1.9倍（$1.2B vs $665.5M），Gen Digital净利率更高（15.5% vs 11.8%，领先3.7%），朗美通同比增速更快（65.5% vs 28.5%），过去两年朗美通的营收复合增速更高（34.8% vs 13.2%）
Gen Digital是一家跨国软件企业，双总部分别设于美国亚利桑那州坦佩和欧盟捷克布拉格，是财富500强企业及标普500指数成分股，同时在纳斯达克与布拉格证券交易所挂牌上市。公司主营网络安全软件、金融科技及相关服务，旗下拥有诺顿、Avast、LifeLock、AVG、CCleaner等多个知名品牌。
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。
GEN vs LITE — 直观对比
营收规模更大
GEN
是对方的1.9倍
$665.5M
营收增速更快
LITE
高出37.0%
28.5%
净利率更高
GEN
高出3.7%
11.8%
两年增速更快
LITE
近两年复合增速
13.2%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $665.5M |
| 净利润 | $192.0M | $78.2M |
| 毛利率 | 78.4% | 36.1% |
| 营业利润率 | 34.9% | 9.7% |
| 净利率 | 15.5% | 11.8% |
| 营收同比 | 28.5% | 65.5% |
| 净利润同比 | 6.1% | 228.4% |
| 每股收益（稀释后） | $0.31 | $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GENLITE
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $665.5M | ||
| Q3 25 | $1.3B | $533.8M | ||
| Q2 25 | — | $480.7M | ||
| Q1 25 | $1.0B | $425.2M | ||
| Q4 24 | $986.0M | $402.2M | ||
| Q3 24 | $974.0M | $336.9M | ||
| Q2 24 | $965.0M | $308.3M |
净利润GENLITE
| Q1 26 | $192.0M | — | ||
| Q4 25 | $134.0M | $78.2M | ||
| Q3 25 | $135.0M | $4.2M | ||
| Q2 25 | — | $213.3M | ||
| Q1 25 | $142.0M | $-44.1M | ||
| Q4 24 | $159.0M | $-60.9M | ||
| Q3 24 | $161.0M | $-82.4M | ||
| Q2 24 | $181.0M | $-252.5M |
毛利率GENLITE
| Q1 26 | 78.4% | — | ||
| Q4 25 | 78.2% | 36.1% | ||
| Q3 25 | 78.8% | 34.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | 80.3% | 28.8% | ||
| Q4 24 | 80.4% | 24.8% | ||
| Q3 24 | 80.1% | 23.1% | ||
| Q2 24 | 80.3% | 16.6% |
营业利润率GENLITE
| Q1 26 | 34.9% | — | ||
| Q4 25 | 35.9% | 9.7% | ||
| Q3 25 | 35.5% | 1.3% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | 41.3% | -8.9% | ||
| Q4 24 | 37.9% | -12.8% | ||
| Q3 24 | 41.3% | -24.5% | ||
| Q2 24 | 43.2% | -43.3% |
净利率GENLITE
| Q1 26 | 15.5% | — | ||
| Q4 25 | 11.0% | 11.8% | ||
| Q3 25 | 10.7% | 0.8% | ||
| Q2 25 | — | 44.4% | ||
| Q1 25 | 14.1% | -10.4% | ||
| Q4 24 | 16.1% | -15.1% | ||
| Q3 24 | 16.5% | -24.5% | ||
| Q2 24 | 18.8% | -81.9% |
每股收益（稀释后）GENLITE
| Q1 26 | $0.31 | — | ||
| Q4 25 | $0.21 | $0.89 | ||
| Q3 25 | $0.22 | $0.05 | ||
| Q2 25 | — | $3.10 | ||
| Q1 25 | $0.22 | $-0.64 | ||
| Q4 24 | $0.26 | $-0.88 | ||
| Q3 24 | $0.26 | $-1.21 | ||
| Q2 24 | $0.29 | $-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 | $8.4B | — |
| 股东权益账面价值 | $2.3B | $846.6M |
| 总资产 | $15.8B | $4.8B |
| 负债/权益比越低杠杆越低 | 3.61× | — |
8季度趋势，按日历期对齐
现金及短期投资GENLITE
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | $1.0B | $866.7M | ||
| Q4 24 | $883.0M | $896.7M | ||
| Q3 24 | $737.0M | $916.1M | ||
| Q2 24 | $644.0M | $887.0M |
总债务GENLITE
| Q1 26 | $8.4B | — | ||
| Q4 25 | $8.7B | — | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.5B | — | ||
| Q3 24 | $8.5B | — | ||
| Q2 24 | $8.5B | — |
股东权益GENLITE
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.5B | $846.6M | ||
| Q3 25 | $2.4B | $780.8M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $2.3B | $879.5M | ||
| Q4 24 | $2.2B | $872.3M | ||
| Q3 24 | $2.1B | $895.9M | ||
| Q2 24 | $2.0B | $957.3M |
总资产GENLITE
| Q1 26 | $15.8B | — | ||
| Q4 25 | $16.1B | $4.8B | ||
| Q3 25 | $16.4B | $4.6B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | $15.5B | $4.0B | ||
| Q4 24 | $15.4B | $4.0B | ||
| Q3 24 | $15.5B | $4.0B | ||
| Q2 24 | $15.4B | $3.9B |
负债/权益比GENLITE
| Q1 26 | 3.61× | — | ||
| Q4 25 | 3.54× | — | ||
| Q3 25 | 3.75× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.64× | — | ||
| Q4 24 | 3.94× | — | ||
| Q3 24 | 4.06× | — | ||
| Q2 24 | 4.33× | — |
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GENLITE
| Q1 26 | — | — | ||
| Q4 25 | $541.0M | $126.7M | ||
| Q3 25 | $409.0M | $57.9M | ||
| Q2 25 | — | $64.0M | ||
| Q1 25 | $473.0M | $-1.6M | ||
| Q4 24 | $326.0M | $24.3M | ||
| Q3 24 | $158.0M | $39.6M | ||
| Q2 24 | $264.0M | $35.5M |
自由现金流GENLITE
| Q1 26 | — | — | ||
| Q4 25 | $535.0M | $43.1M | ||
| Q3 25 | $405.0M | $-18.3M | ||
| Q2 25 | — | $10.1M | ||
| Q1 25 | $470.0M | $-64.4M | ||
| Q4 24 | $318.0M | $-15.9M | ||
| Q3 24 | $156.0M | $-34.5M | ||
| Q2 24 | $262.0M | $10.9M |
自由现金流率GENLITE
| Q1 26 | — | — | ||
| Q4 25 | 43.9% | 6.5% | ||
| Q3 25 | 32.2% | -3.4% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 46.5% | -15.1% | ||
| Q4 24 | 32.3% | -4.0% | ||
| Q3 24 | 16.0% | -10.2% | ||
| Q2 24 | 27.2% | 3.5% |
资本支出强度GENLITE
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 12.6% | ||
| Q3 25 | 0.3% | 14.3% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | 0.3% | 14.8% | ||
| Q4 24 | 0.8% | 10.0% | ||
| Q3 24 | 0.2% | 22.0% | ||
| Q2 24 | 0.2% | 8.0% |
现金转化率GENLITE
| Q1 26 | — | — | ||
| Q4 25 | 4.04× | 1.62× | ||
| Q3 25 | 3.03× | 13.79× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | 3.33× | — | ||
| Q4 24 | 2.05× | — | ||
| Q3 24 | 0.98× | — | ||
| Q2 24 | 1.46× | — |
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
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
