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CHART INDUSTRIES INC（GTLS）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
CHART INDUSTRIES INC的季度营收约是朗美通的1.6倍（$1.1B vs $665.5M），朗美通净利率更高（11.8% vs 5.0%，领先6.8%），朗美通同比增速更快（65.5% vs -2.5%），CHART INDUSTRIES INC自由现金流更多（$66.2M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 6.6%）
Oricon Inc.成立于1999年，是日本知名音乐产业集团的控股主体，主营日本本土及西洋音乐相关的行业资讯与数据统计服务。其前身为小池宗光于1967年11月创立的Original Confidence公司，凭借权威音乐排行榜广为人知，2002年4月正式承接原公司旗下的Oricon唱片排行榜业务。
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。
GTLS vs LITE — 直观对比
营收规模更大
GTLS
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出67.9%
-2.5%
净利率更高
LITE
高出6.8%
5.0%
自由现金流更多
GTLS
多$23.1M
$43.1M
两年增速更快
LITE
近两年复合增速
6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $665.5M |
| 净利润 | $53.6M | $78.2M |
| 毛利率 | 33.3% | 36.1% |
| 营业利润率 | 11.6% | 9.7% |
| 净利率 | 5.0% | 11.8% |
| 营收同比 | -2.5% | 65.5% |
| 净利润同比 | -32.7% | 228.4% |
| 每股收益（稀释后） | $1.06 | $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GTLSLITE
| Q4 25 | $1.1B | $665.5M | ||
| Q3 25 | $1.1B | $533.8M | ||
| Q2 25 | $1.1B | $480.7M | ||
| Q1 25 | $1.0B | $425.2M | ||
| Q4 24 | $1.1B | $402.2M | ||
| Q3 24 | $1.1B | $336.9M | ||
| Q2 24 | $1.0B | $308.3M | ||
| Q1 24 | $950.7M | $366.5M |
净利润GTLSLITE
| Q4 25 | $53.6M | $78.2M | ||
| Q3 25 | $-138.5M | $4.2M | ||
| Q2 25 | $76.1M | $213.3M | ||
| Q1 25 | $49.5M | $-44.1M | ||
| Q4 24 | $79.6M | $-60.9M | ||
| Q3 24 | $69.0M | $-82.4M | ||
| Q2 24 | $58.6M | $-252.5M | ||
| Q1 24 | $11.3M | $-127.0M |
毛利率GTLSLITE
| Q4 25 | 33.3% | 36.1% | ||
| Q3 25 | 34.1% | 34.0% | ||
| Q2 25 | 33.6% | 33.3% | ||
| Q1 25 | 33.9% | 28.8% | ||
| Q4 24 | 33.6% | 24.8% | ||
| Q3 24 | 34.1% | 23.1% | ||
| Q2 24 | 33.8% | 16.6% | ||
| Q1 24 | 31.8% | 16.2% |
营业利润率GTLSLITE
| Q4 25 | 11.6% | 9.7% | ||
| Q3 25 | -8.0% | 1.3% | ||
| Q2 25 | 15.7% | -1.7% | ||
| Q1 25 | 15.2% | -8.9% | ||
| Q4 24 | 17.0% | -12.8% | ||
| Q3 24 | 16.8% | -24.5% | ||
| Q2 24 | 16.1% | -43.3% | ||
| Q1 24 | 11.9% | -31.3% |
净利率GTLSLITE
| Q4 25 | 5.0% | 11.8% | ||
| Q3 25 | -12.6% | 0.8% | ||
| Q2 25 | 7.0% | 44.4% | ||
| Q1 25 | 4.9% | -10.4% | ||
| Q4 24 | 7.2% | -15.1% | ||
| Q3 24 | 6.5% | -24.5% | ||
| Q2 24 | 5.6% | -81.9% | ||
| Q1 24 | 1.2% | -34.7% |
每股收益（稀释后）GTLSLITE
| Q4 25 | $1.06 | $0.89 | ||
| Q3 25 | $-3.23 | $0.05 | ||
| Q2 25 | $1.53 | $3.10 | ||
| Q1 25 | $0.94 | $-0.64 | ||
| Q4 24 | $1.57 | $-0.88 | ||
| Q3 24 | $1.33 | $-1.21 | ||
| Q2 24 | $1.10 | $-3.75 | ||
| Q1 24 | $0.10 | $-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 | $366.0M | $1.2B |
| 总债务越低越好 | $3.7B | — |
| 股东权益账面价值 | $3.2B | $846.6M |
| 总资产 | $9.8B | $4.8B |
| 负债/权益比越低杠杆越低 | 1.13× | — |
8季度趋势，按日历期对齐
现金及短期投资GTLSLITE
| Q4 25 | $366.0M | $1.2B | ||
| Q3 25 | $399.2M | $1.1B | ||
| Q2 25 | $342.3M | $877.1M | ||
| Q1 25 | $296.2M | $866.7M | ||
| Q4 24 | $308.6M | $896.7M | ||
| Q3 24 | $310.2M | $916.1M | ||
| Q2 24 | $247.4M | $887.0M | ||
| Q1 24 | $191.9M | $870.9M |
总债务GTLSLITE
| Q4 25 | $3.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GTLSLITE
| Q4 25 | $3.2B | $846.6M | ||
| Q3 25 | $3.2B | $780.8M | ||
| Q2 25 | $3.4B | $1.1B | ||
| Q1 25 | $3.0B | $879.5M | ||
| Q4 24 | $2.8B | $872.3M | ||
| Q3 24 | $3.0B | $895.9M | ||
| Q2 24 | $2.7B | $957.3M | ||
| Q1 24 | $2.7B | $1.2B |
总资产GTLSLITE
| Q4 25 | $9.8B | $4.8B | ||
| Q3 25 | $9.8B | $4.6B | ||
| Q2 25 | $9.7B | $4.2B | ||
| Q1 25 | $9.3B | $4.0B | ||
| Q4 24 | $9.1B | $4.0B | ||
| Q3 24 | $9.5B | $4.0B | ||
| Q2 24 | $9.3B | $3.9B | ||
| Q1 24 | $9.2B | $4.2B |
负债/权益比GTLSLITE
| Q4 25 | 1.13× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $88.8M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $66.2M | $43.1M |
| 自由现金流率自由现金流/营收 | 6.1% | 6.5% |
| 资本支出强度资本支出/营收 | 2.1% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $202.8M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流GTLSLITE
| Q4 25 | $88.8M | $126.7M | ||
| Q3 25 | $118.0M | $57.9M | ||
| Q2 25 | $145.9M | $64.0M | ||
| Q1 25 | $-60.0M | $-1.6M | ||
| Q4 24 | $281.4M | $24.3M | ||
| Q3 24 | $200.6M | $39.6M | ||
| Q2 24 | $116.1M | $35.5M | ||
| Q1 24 | $-95.1M | $-7.0M |
自由现金流GTLSLITE
| Q4 25 | $66.2M | $43.1M | ||
| Q3 25 | $94.7M | $-18.3M | ||
| Q2 25 | $122.0M | $10.1M | ||
| Q1 25 | $-80.1M | $-64.4M | ||
| Q4 24 | $260.9M | $-15.9M | ||
| Q3 24 | $174.5M | $-34.5M | ||
| Q2 24 | $88.0M | $10.9M | ||
| Q1 24 | $-141.2M | $-26.6M |
自由现金流率GTLSLITE
| Q4 25 | 6.1% | 6.5% | ||
| Q3 25 | 8.6% | -3.4% | ||
| Q2 25 | 11.3% | 2.1% | ||
| Q1 25 | -8.0% | -15.1% | ||
| Q4 24 | 23.6% | -4.0% | ||
| Q3 24 | 16.4% | -10.2% | ||
| Q2 24 | 8.5% | 3.5% | ||
| Q1 24 | -14.9% | -7.3% |
资本支出强度GTLSLITE
| Q4 25 | 2.1% | 12.6% | ||
| Q3 25 | 2.1% | 14.3% | ||
| Q2 25 | 2.2% | 11.2% | ||
| Q1 25 | 2.0% | 14.8% | ||
| Q4 24 | 1.9% | 10.0% | ||
| Q3 24 | 2.5% | 22.0% | ||
| Q2 24 | 2.7% | 8.0% | ||
| Q1 24 | 4.8% | 5.3% |
现金转化率GTLSLITE
| Q4 25 | 1.66× | 1.62× | ||
| Q3 25 | — | 13.79× | ||
| Q2 25 | 1.92× | 0.30× | ||
| Q1 25 | -1.21× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.91× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | -8.42× | — |
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
GTLS
| Repair Service And Leasing Segment | $330.4M | 31% |
| Heat Transfer Systems Segment | $325.8M | 30% |
| Specialty Products Segment | $259.5M | 24% |
| Transferred Over Time | $94.4M | 9% |
| Transferred At Point In Time | $69.5M | 6% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
