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艺达思集团（IEX）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艺达思集团的1.7倍（$665.5M vs $398.4M），艺达思集团净利率更高（30.1% vs 11.8%，领先18.4%），朗美通同比增速更快（65.5% vs 16.7%），艺达思集团自由现金流更多（$86.0M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs LITE — 直观对比
营收规模更大
LITE
是对方的1.7倍
$398.4M
营收增速更快
LITE
高出48.8%
16.7%
净利率更高
IEX
高出18.4%
11.8%
自由现金流更多
IEX
多$42.9M
$43.1M
两年增速更快
LITE
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $665.5M |
| 净利润 | $120.0M | $78.2M |
| 毛利率 | 99.9% | 36.1% |
| 营业利润率 | 43.3% | 9.7% |
| 净利率 | 30.1% | 11.8% |
| 营收同比 | 16.7% | 65.5% |
| 净利润同比 | 25.7% | 228.4% |
| 每股收益（稀释后） | $1.61 | $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IEXLITE
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $665.5M | ||
| Q3 25 | $878.7M | $533.8M | ||
| Q2 25 | $865.4M | $480.7M | ||
| Q1 25 | $814.3M | $425.2M | ||
| Q4 24 | $862.9M | $402.2M | ||
| Q3 24 | $798.2M | $336.9M |
净利润IEXLITE
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $78.2M | ||
| Q3 25 | $127.8M | $4.2M | ||
| Q2 25 | $131.6M | $213.3M | ||
| Q1 25 | $95.5M | $-44.1M | ||
| Q4 24 | $123.2M | $-60.9M | ||
| Q3 24 | $119.1M | $-82.4M |
毛利率IEXLITE
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 36.1% | ||
| Q3 25 | 44.5% | 34.0% | ||
| Q2 25 | 45.3% | 33.3% | ||
| Q1 25 | 45.3% | 28.8% | ||
| Q4 24 | 42.5% | 24.8% | ||
| Q3 24 | 44.3% | 23.1% |
营业利润率IEXLITE
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 9.7% | ||
| Q3 25 | 21.1% | 1.3% | ||
| Q2 25 | 21.7% | -1.7% | ||
| Q1 25 | 17.4% | -8.9% | ||
| Q4 24 | 19.2% | -12.8% | ||
| Q3 24 | 21.0% | -24.5% |
净利率IEXLITE
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | 11.8% | ||
| Q3 25 | 14.5% | 0.8% | ||
| Q2 25 | 15.2% | 44.4% | ||
| Q1 25 | 11.7% | -10.4% | ||
| Q4 24 | 14.3% | -15.1% | ||
| Q3 24 | 14.9% | -24.5% |
每股收益（稀释后）IEXLITE
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $0.89 | ||
| Q3 25 | $1.70 | $0.05 | ||
| Q2 25 | $1.74 | $3.10 | ||
| Q1 25 | $1.26 | $-0.64 | ||
| Q4 24 | $1.61 | $-0.88 | ||
| Q3 24 | $1.57 | $-1.21 |
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 | $586.2M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $846.6M |
| 总资产 | $6.9B | $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IEXLITE
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $1.2B | ||
| Q3 25 | $593.8M | $1.1B | ||
| Q2 25 | $568.2M | $877.1M | ||
| Q1 25 | $594.1M | $866.7M | ||
| Q4 24 | $620.8M | $896.7M | ||
| Q3 24 | $633.2M | $916.1M |
总债务IEXLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — |
股东权益IEXLITE
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $846.6M | ||
| Q3 25 | $4.0B | $780.8M | ||
| Q2 25 | $4.0B | $1.1B | ||
| Q1 25 | $3.9B | $879.5M | ||
| Q4 24 | $3.8B | $872.3M | ||
| Q3 24 | $3.8B | $895.9M |
总资产IEXLITE
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $4.8B | ||
| Q3 25 | $7.0B | $4.6B | ||
| Q2 25 | $6.9B | $4.2B | ||
| Q1 25 | $6.8B | $4.0B | ||
| Q4 24 | $6.7B | $4.0B | ||
| Q3 24 | $7.0B | $4.0B |
负债/权益比IEXLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — |
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 | $86.0M | $43.1M |
| 自由现金流率自由现金流/营收 | 21.6% | 6.5% |
| 资本支出强度资本支出/营收 | 4.4% | 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 | $654.3M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流IEXLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $126.7M | ||
| Q3 25 | $203.5M | $57.9M | ||
| Q2 25 | $161.7M | $64.0M | ||
| Q1 25 | $105.7M | $-1.6M | ||
| Q4 24 | $172.6M | $24.3M | ||
| Q3 24 | $205.3M | $39.6M |
自由现金流IEXLITE
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $43.1M | ||
| Q3 25 | $188.7M | $-18.3M | ||
| Q2 25 | $146.9M | $10.1M | ||
| Q1 25 | $91.4M | $-64.4M | ||
| Q4 24 | $157.1M | $-15.9M | ||
| Q3 24 | $191.6M | $-34.5M |
自由现金流率IEXLITE
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 6.5% | ||
| Q3 25 | 21.5% | -3.4% | ||
| Q2 25 | 17.0% | 2.1% | ||
| Q1 25 | 11.2% | -15.1% | ||
| Q4 24 | 18.2% | -4.0% | ||
| Q3 24 | 24.0% | -10.2% |
资本支出强度IEXLITE
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 12.6% | ||
| Q3 25 | 1.7% | 14.3% | ||
| Q2 25 | 1.7% | 11.2% | ||
| Q1 25 | 1.8% | 14.8% | ||
| Q4 24 | 1.8% | 10.0% | ||
| Q3 24 | 1.7% | 22.0% |
现金转化率IEXLITE
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 1.62× | ||
| Q3 25 | 1.59× | 13.79× | ||
| Q2 25 | 1.23× | 0.30× | ||
| Q1 25 | 1.11× | — | ||
| Q4 24 | 1.40× | — | ||
| Q3 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
IEX
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
