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IES Holdings, Inc.（IESC）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
IES Holdings, Inc.的季度营收约是朗美通的1.3倍（$871.0M vs $665.5M），朗美通净利率更高（11.8% vs 10.5%，领先1.2%），朗美通同比增速更快（65.5% vs 16.2%），朗美通自由现金流更多（$43.1M vs $-18.9M），过去两年朗美通的营收复合增速更高（34.8% vs 11.1%）
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
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。
IESC vs LITE — 直观对比
营收规模更大
IESC
是对方的1.3倍
$665.5M
营收增速更快
LITE
高出49.3%
16.2%
净利率更高
LITE
高出1.2%
10.5%
自由现金流更多
LITE
多$62.0M
$-18.9M
两年增速更快
LITE
近两年复合增速
11.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $871.0M | $665.5M |
| 净利润 | $91.8M | $78.2M |
| 毛利率 | 25.3% | 36.1% |
| 营业利润率 | 11.2% | 9.7% |
| 净利率 | 10.5% | 11.8% |
| 营收同比 | 16.2% | 65.5% |
| 净利润同比 | 59.1% | 228.4% |
| 每股收益（稀释后） | $4.51 | $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IESCLITE
| Q4 25 | $871.0M | $665.5M | ||
| Q3 25 | $897.8M | $533.8M | ||
| Q2 25 | $890.2M | $480.7M | ||
| Q1 25 | $834.0M | $425.2M | ||
| Q4 24 | $749.5M | $402.2M | ||
| Q3 24 | $775.8M | $336.9M | ||
| Q2 24 | $768.4M | $308.3M | ||
| Q1 24 | $705.7M | $366.5M |
净利润IESCLITE
| Q4 25 | $91.8M | $78.2M | ||
| Q3 25 | $102.3M | $4.2M | ||
| Q2 25 | $79.3M | $213.3M | ||
| Q1 25 | $72.6M | $-44.1M | ||
| Q4 24 | $57.7M | $-60.9M | ||
| Q3 24 | $65.5M | $-82.4M | ||
| Q2 24 | $66.6M | $-252.5M | ||
| Q1 24 | $56.8M | $-127.0M |
毛利率IESCLITE
| Q4 25 | 25.3% | 36.1% | ||
| Q3 25 | 26.0% | 34.0% | ||
| Q2 25 | 26.9% | 33.3% | ||
| Q1 25 | 25.0% | 28.8% | ||
| Q4 24 | 23.8% | 24.8% | ||
| Q3 24 | 24.0% | 23.1% | ||
| Q2 24 | 25.3% | 16.6% | ||
| Q1 24 | 24.3% | 16.2% |
营业利润率IESCLITE
| Q4 25 | 11.2% | 9.7% | ||
| Q3 25 | 11.6% | 1.3% | ||
| Q2 25 | 12.6% | -1.7% | ||
| Q1 25 | 11.1% | -8.9% | ||
| Q4 24 | 10.0% | -12.8% | ||
| Q3 24 | 9.7% | -24.5% | ||
| Q2 24 | 11.7% | -43.3% | ||
| Q1 24 | 11.0% | -31.3% |
净利率IESCLITE
| Q4 25 | 10.5% | 11.8% | ||
| Q3 25 | 11.4% | 0.8% | ||
| Q2 25 | 8.9% | 44.4% | ||
| Q1 25 | 8.7% | -10.4% | ||
| Q4 24 | 7.7% | -15.1% | ||
| Q3 24 | 8.4% | -24.5% | ||
| Q2 24 | 8.7% | -81.9% | ||
| Q1 24 | 8.0% | -34.7% |
每股收益（稀释后）IESCLITE
| Q4 25 | $4.51 | $0.89 | ||
| Q3 25 | $4.99 | $0.05 | ||
| Q2 25 | $3.81 | $3.10 | ||
| Q1 25 | $3.50 | $-0.64 | ||
| Q4 24 | $2.72 | $-0.88 | ||
| Q3 24 | $3.06 | $-1.21 | ||
| Q2 24 | $2.67 | $-3.75 | ||
| Q1 24 | $2.29 | $-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 | $258.7M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $961.1M | $846.6M |
| 总资产 | $1.7B | $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IESCLITE
| Q4 25 | $258.7M | $1.2B | ||
| Q3 25 | $231.8M | $1.1B | ||
| Q2 25 | $168.3M | $877.1M | ||
| Q1 25 | $88.3M | $866.7M | ||
| Q4 24 | $112.0M | $896.7M | ||
| Q3 24 | $135.8M | $916.1M | ||
| Q2 24 | $44.9M | $887.0M | ||
| Q1 24 | $106.0M | $870.9M |
股东权益IESCLITE
| Q4 25 | $961.1M | $846.6M | ||
| Q3 25 | $884.0M | $780.8M | ||
| Q2 25 | $781.4M | $1.1B | ||
| Q1 25 | $705.8M | $879.5M | ||
| Q4 24 | $652.4M | $872.3M | ||
| Q3 24 | $611.1M | $895.9M | ||
| Q2 24 | $567.5M | $957.3M | ||
| Q1 24 | $534.8M | $1.2B |
总资产IESCLITE
| Q4 25 | $1.7B | $4.8B | ||
| Q3 25 | $1.6B | $4.6B | ||
| Q2 25 | $1.5B | $4.2B | ||
| Q1 25 | $1.4B | $4.0B | ||
| Q4 24 | $1.3B | $4.0B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $3.9B | ||
| Q1 24 | $1.1B | $4.2B |
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 | $27.7M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $-18.9M | $43.1M |
| 自由现金流率自由现金流/营收 | -2.2% | 6.5% |
| 资本支出强度资本支出/营收 | 5.3% | 12.6% |
| 现金转化率经营现金流/净利润 | 0.30× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $175.9M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流IESCLITE
| Q4 25 | $27.7M | $126.7M | ||
| Q3 25 | $132.0M | $57.9M | ||
| Q2 25 | $92.0M | $64.0M | ||
| Q1 25 | $24.8M | $-1.6M | ||
| Q4 24 | $37.3M | $24.3M | ||
| Q3 24 | $92.8M | $39.6M | ||
| Q2 24 | $82.9M | $35.5M | ||
| Q1 24 | $33.7M | $-7.0M |
自由现金流IESCLITE
| Q4 25 | $-18.9M | $43.1M | ||
| Q3 25 | $112.0M | $-18.3M | ||
| Q2 25 | $74.8M | $10.1M | ||
| Q1 25 | $7.9M | $-64.4M | ||
| Q4 24 | $24.1M | $-15.9M | ||
| Q3 24 | $78.5M | $-34.5M | ||
| Q2 24 | $65.4M | $10.9M | ||
| Q1 24 | $26.9M | $-26.6M |
自由现金流率IESCLITE
| Q4 25 | -2.2% | 6.5% | ||
| Q3 25 | 12.5% | -3.4% | ||
| Q2 25 | 8.4% | 2.1% | ||
| Q1 25 | 0.9% | -15.1% | ||
| Q4 24 | 3.2% | -4.0% | ||
| Q3 24 | 10.1% | -10.2% | ||
| Q2 24 | 8.5% | 3.5% | ||
| Q1 24 | 3.8% | -7.3% |
资本支出强度IESCLITE
| Q4 25 | 5.3% | 12.6% | ||
| Q3 25 | 2.2% | 14.3% | ||
| Q2 25 | 1.9% | 11.2% | ||
| Q1 25 | 2.0% | 14.8% | ||
| Q4 24 | 1.8% | 10.0% | ||
| Q3 24 | 1.8% | 22.0% | ||
| Q2 24 | 2.3% | 8.0% | ||
| Q1 24 | 1.0% | 5.3% |
现金转化率IESCLITE
| Q4 25 | 0.30× | 1.62× | ||
| Q3 25 | 1.29× | 13.79× | ||
| Q2 25 | 1.16× | 0.30× | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 1.42× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 0.59× | — |
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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
