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GULFPORT ENERGY CORP（GPOR）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GULFPORT ENERGY CORP的1.7倍（$665.5M vs $398.2M），GULFPORT ENERGY CORP净利率更高（33.3% vs 11.8%，领先21.5%），GULFPORT ENERGY CORP同比增速更快（66.0% vs 65.5%），过去两年朗美通的营收复合增速更高（34.8% vs 18.6%）
Gulfport Energy Corp是一家总部位于美国的独立油气勘探生产企业，核心运营区域覆盖俄亥俄州尤蒂卡页岩区、俄克拉荷马州SCOOP产区，主要生产天然气、原油及天然气液，供应北美工业、公用事业及商业终端市场。
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。
GPOR vs LITE — 直观对比
营收规模更大
LITE
是对方的1.7倍
$398.2M
营收增速更快
GPOR
高出0.5%
65.5%
净利率更高
GPOR
高出21.5%
11.8%
两年增速更快
LITE
近两年复合增速
18.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $398.2M | $665.5M |
| 净利润 | $132.4M | $78.2M |
| 毛利率 | 76.6% | 36.1% |
| 营业利润率 | 44.9% | 9.7% |
| 净利率 | 33.3% | 11.8% |
| 营收同比 | 66.0% | 65.5% |
| 净利润同比 | 148.5% | 228.4% |
| 每股收益（稀释后） | $7.98 | $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GPORLITE
| Q4 25 | $398.2M | $665.5M | ||
| Q3 25 | $379.7M | $533.8M | ||
| Q2 25 | $447.6M | $480.7M | ||
| Q1 25 | $197.0M | $425.2M | ||
| Q4 24 | $239.9M | $402.2M | ||
| Q3 24 | $253.9M | $336.9M | ||
| Q2 24 | $181.1M | $308.3M | ||
| Q1 24 | $283.2M | $366.5M |
净利润GPORLITE
| Q4 25 | $132.4M | $78.2M | ||
| Q3 25 | $111.4M | $4.2M | ||
| Q2 25 | $184.5M | $213.3M | ||
| Q1 25 | $-464.0K | $-44.1M | ||
| Q4 24 | $-273.2M | $-60.9M | ||
| Q3 24 | $-14.0M | $-82.4M | ||
| Q2 24 | $-26.2M | $-252.5M | ||
| Q1 24 | $52.0M | $-127.0M |
毛利率GPORLITE
| Q4 25 | 76.6% | 36.1% | ||
| Q3 25 | 74.6% | 34.0% | ||
| Q2 25 | 80.7% | 33.3% | ||
| Q1 25 | 57.9% | 28.8% | ||
| Q4 24 | 63.2% | 24.8% | ||
| Q3 24 | 64.6% | 23.1% | ||
| Q2 24 | 52.2% | 16.6% | ||
| Q1 24 | 69.4% | 16.2% |
营业利润率GPORLITE
| Q4 25 | 44.9% | 9.7% | ||
| Q3 25 | 41.9% | 1.3% | ||
| Q2 25 | 56.0% | -1.7% | ||
| Q1 25 | 6.1% | -8.9% | ||
| Q4 24 | -131.3% | -12.8% | ||
| Q3 24 | 5.7% | -24.5% | ||
| Q2 24 | -10.0% | -43.3% | ||
| Q1 24 | 28.9% | -31.3% |
净利率GPORLITE
| Q4 25 | 33.3% | 11.8% | ||
| Q3 25 | 29.3% | 0.8% | ||
| Q2 25 | 41.2% | 44.4% | ||
| Q1 25 | -0.2% | -10.4% | ||
| Q4 24 | -113.9% | -15.1% | ||
| Q3 24 | -5.5% | -24.5% | ||
| Q2 24 | -14.5% | -81.9% | ||
| Q1 24 | 18.4% | -34.7% |
每股收益（稀释后）GPORLITE
| Q4 25 | $7.98 | $0.89 | ||
| Q3 25 | $4.45 | $0.05 | ||
| Q2 25 | $9.12 | $3.10 | ||
| Q1 25 | $-0.07 | $-0.64 | ||
| Q4 24 | $-14.72 | $-0.88 | ||
| Q3 24 | $-0.83 | $-1.21 | ||
| Q2 24 | $-1.51 | $-3.75 | ||
| Q1 24 | $2.34 | $-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 | $1.8M | $1.2B |
| 总债务越低越好 | $788.2M | — |
| 股东权益账面价值 | $1.8B | $846.6M |
| 总资产 | $3.0B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
现金及短期投资GPORLITE
| Q4 25 | $1.8M | $1.2B | ||
| Q3 25 | $3.4M | $1.1B | ||
| Q2 25 | $3.8M | $877.1M | ||
| Q1 25 | $5.3M | $866.7M | ||
| Q4 24 | $1.5M | $896.7M | ||
| Q3 24 | $3.2M | $916.1M | ||
| Q2 24 | $1.2M | $887.0M | ||
| Q1 24 | $8.2M | $870.9M |
总债务GPORLITE
| Q4 25 | $788.2M | — | ||
| Q3 25 | $691.7M | — | ||
| Q2 25 | $695.2M | — | ||
| Q1 25 | $700.4M | — | ||
| Q4 24 | $702.9M | — | ||
| Q3 24 | $694.4M | — | ||
| Q2 24 | $679.5M | — | ||
| Q1 24 | $636.4M | — |
股东权益GPORLITE
| Q4 25 | $1.8B | $846.6M | ||
| Q3 25 | $1.8B | $780.8M | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.7B | $879.5M | ||
| Q4 24 | $1.7B | $872.3M | ||
| Q3 24 | $2.1B | $895.9M | ||
| Q2 24 | $2.1B | $957.3M | ||
| Q1 24 | $2.2B | $1.2B |
总资产GPORLITE
| Q4 25 | $3.0B | $4.8B | ||
| Q3 25 | $2.9B | $4.6B | ||
| Q2 25 | $3.0B | $4.2B | ||
| Q1 25 | $2.9B | $4.0B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $3.2B | $3.9B | ||
| Q1 24 | $3.3B | $4.2B |
负债/权益比GPORLITE
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | 0.42× | — | ||
| Q4 24 | 0.41× | — | ||
| Q3 24 | 0.34× | — | ||
| Q2 24 | 0.32× | — | ||
| Q1 24 | 0.29× | — |
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 | $185.4M | $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 | 1.40× | 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GPORLITE
| Q4 25 | $185.4M | $126.7M | ||
| Q3 25 | $209.1M | $57.9M | ||
| Q2 25 | $231.4M | $64.0M | ||
| Q1 25 | $177.3M | $-1.6M | ||
| Q4 24 | $148.8M | $24.3M | ||
| Q3 24 | $189.7M | $39.6M | ||
| Q2 24 | $123.5M | $35.5M | ||
| Q1 24 | $188.0M | $-7.0M |
自由现金流GPORLITE
| 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 | ||
| Q1 24 | — | $-26.6M |
自由现金流率GPORLITE
| 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% | ||
| Q1 24 | — | -7.3% |
资本支出强度GPORLITE
| 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% | ||
| Q1 24 | — | 5.3% |
现金转化率GPORLITE
| Q4 25 | 1.40× | 1.62× | ||
| Q3 25 | 1.88× | 13.79× | ||
| Q2 25 | 1.25× | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.61× | — |
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
GPOR
| Natural Gas Production | $296.9M | 75% |
| Other | $42.7M | 11% |
| Naturalgasliquidsales | $35.2M | 9% |
| Oil And Condensate | $23.4M | 6% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
