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INSEEGO CORP.（INSG）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INSEEGO CORP.的13.8倍（$665.5M vs $48.4M）。朗美通净利率更高（11.8% vs 1.0%，领先10.8%）。朗美通同比增速更快（65.5% vs 0.6%）。朗美通自由现金流更多（$43.1M vs $11.6M）。过去两年朗美通的营收复合增速更高（34.8% vs 13.6%）
Inseego Corp是全球领先的5G及物联网解决方案提供商，主打移动热点、边缘计算设备及云端设备管理平台产品，客户覆盖全球范围内的电信运营商、企业及公共部门。
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。
INSG vs LITE — 直观对比
营收规模更大
LITE
是对方的13.8倍
$48.4M
营收增速更快
LITE
高出64.8%
0.6%
净利率更高
LITE
高出10.8%
1.0%
自由现金流更多
LITE
多$31.5M
$11.6M
两年增速更快
LITE
近两年复合增速
13.6%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $48.4M | $665.5M |
| 净利润 | $469.0K | $78.2M |
| 毛利率 | 42.2% | 36.1% |
| 营业利润率 | 2.7% | 9.7% |
| 净利率 | 1.0% | 11.8% |
| 营收同比 | 0.6% | 65.5% |
| 净利润同比 | 182.9% | 228.4% |
| 每股收益（稀释后） | $-0.02 | $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INSGLITE
| Q4 25 | $48.4M | $665.5M | ||
| Q3 25 | $45.9M | $533.8M | ||
| Q2 25 | $40.2M | $480.7M | ||
| Q1 25 | $31.7M | $425.2M | ||
| Q4 24 | $48.1M | $402.2M | ||
| Q3 24 | $54.0M | $336.9M | ||
| Q2 24 | $51.6M | $308.3M | ||
| Q1 24 | $37.5M | $366.5M |
净利润INSGLITE
| Q4 25 | $469.0K | $78.2M | ||
| Q3 25 | $1.4M | $4.2M | ||
| Q2 25 | $507.0K | $213.3M | ||
| Q1 25 | $-1.6M | $-44.1M | ||
| Q4 24 | $-566.0K | $-60.9M | ||
| Q3 24 | $9.0M | $-82.4M | ||
| Q2 24 | $624.0K | $-252.5M | ||
| Q1 24 | $-4.5M | $-127.0M |
毛利率INSGLITE
| Q4 25 | 42.2% | 36.1% | ||
| Q3 25 | 41.6% | 34.0% | ||
| Q2 25 | 41.1% | 33.3% | ||
| Q1 25 | 47.3% | 28.8% | ||
| Q4 24 | 37.3% | 24.8% | ||
| Q3 24 | 34.8% | 23.1% | ||
| Q2 24 | 36.4% | 16.6% | ||
| Q1 24 | 35.3% | 16.2% |
营业利润率INSGLITE
| Q4 25 | 2.7% | 9.7% | ||
| Q3 25 | 4.7% | 1.3% | ||
| Q2 25 | 3.2% | -1.7% | ||
| Q1 25 | -1.3% | -8.9% | ||
| Q4 24 | 3.7% | -12.8% | ||
| Q3 24 | 1.9% | -24.5% | ||
| Q2 24 | 3.6% | -43.3% | ||
| Q1 24 | -7.9% | -31.3% |
净利率INSGLITE
| Q4 25 | 1.0% | 11.8% | ||
| Q3 25 | 3.1% | 0.8% | ||
| Q2 25 | 1.3% | 44.4% | ||
| Q1 25 | -5.0% | -10.4% | ||
| Q4 24 | -1.2% | -15.1% | ||
| Q3 24 | 16.6% | -24.5% | ||
| Q2 24 | 1.2% | -81.9% | ||
| Q1 24 | -11.9% | -34.7% |
每股收益（稀释后）INSGLITE
| Q4 25 | $-0.02 | $0.89 | ||
| Q3 25 | $0.03 | $0.05 | ||
| Q2 25 | $-0.03 | $3.10 | ||
| Q1 25 | $-0.16 | $-0.64 | ||
| Q4 24 | $0.62 | $-0.88 | ||
| Q3 24 | $-0.06 | $-1.21 | ||
| Q2 24 | $-0.02 | $-3.75 | ||
| Q1 24 | $-0.44 | $-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 | $24.9M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-4.0M | $846.6M |
| 总资产 | $93.8M | $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INSGLITE
| Q4 25 | $24.9M | $1.2B | ||
| Q3 25 | $14.6M | $1.1B | ||
| Q2 25 | $13.2M | $877.1M | ||
| Q1 25 | $35.1M | $866.7M | ||
| Q4 24 | $39.6M | $896.7M | ||
| Q3 24 | $12.0M | $916.1M | ||
| Q2 24 | $49.0M | $887.0M | ||
| Q1 24 | $12.3M | $870.9M |
股东权益INSGLITE
| Q4 25 | $-4.0M | $846.6M | ||
| Q3 25 | $-7.7M | $780.8M | ||
| Q2 25 | $-10.5M | $1.1B | ||
| Q1 25 | $-13.0M | $879.5M | ||
| Q4 24 | $-12.9M | $872.3M | ||
| Q3 24 | $-85.1M | $895.9M | ||
| Q2 24 | $-101.8M | $957.3M | ||
| Q1 24 | $-105.6M | $1.2B |
总资产INSGLITE
| Q4 25 | $93.8M | $4.8B | ||
| Q3 25 | $85.8M | $4.6B | ||
| Q2 25 | $83.1M | $4.2B | ||
| Q1 25 | $93.0M | $4.0B | ||
| Q4 24 | $100.0M | $4.0B | ||
| Q3 24 | $113.4M | $4.0B | ||
| Q2 24 | $149.6M | $3.9B | ||
| Q1 24 | $122.1M | $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 | $12.0M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $11.6M | $43.1M |
| 自由现金流率自由现金流/营收 | 24.0% | 6.5% |
| 资本支出强度资本支出/营收 | 0.7% | 12.6% |
| 现金转化率经营现金流/净利润 | 25.50× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $6.5M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流INSGLITE
| Q4 25 | $12.0M | $126.7M | ||
| Q3 25 | $3.2M | $57.9M | ||
| Q2 25 | $-4.5M | $64.0M | ||
| Q1 25 | $-3.5M | $-1.6M | ||
| Q4 24 | $-14.2M | $24.3M | ||
| Q3 24 | $14.8M | $39.6M | ||
| Q2 24 | $27.6M | $35.5M | ||
| Q1 24 | $5.2M | $-7.0M |
自由现金流INSGLITE
| Q4 25 | $11.6M | $43.1M | ||
| Q3 25 | $3.1M | $-18.3M | ||
| Q2 25 | $-4.7M | $10.1M | ||
| Q1 25 | $-3.5M | $-64.4M | ||
| Q4 24 | $-14.3M | $-15.9M | ||
| Q3 24 | $14.8M | $-34.5M | ||
| Q2 24 | $27.6M | $10.9M | ||
| Q1 24 | — | $-26.6M |
自由现金流率INSGLITE
| Q4 25 | 24.0% | 6.5% | ||
| Q3 25 | 6.7% | -3.4% | ||
| Q2 25 | -11.6% | 2.1% | ||
| Q1 25 | -11.0% | -15.1% | ||
| Q4 24 | -29.7% | -4.0% | ||
| Q3 24 | 27.4% | -10.2% | ||
| Q2 24 | 53.5% | 3.5% | ||
| Q1 24 | — | -7.3% |
资本支出强度INSGLITE
| Q4 25 | 0.7% | 12.6% | ||
| Q3 25 | 0.2% | 14.3% | ||
| Q2 25 | 0.5% | 11.2% | ||
| Q1 25 | 0.1% | 14.8% | ||
| Q4 24 | 0.1% | 10.0% | ||
| Q3 24 | 0.0% | 22.0% | ||
| Q2 24 | 0.0% | 8.0% | ||
| Q1 24 | 0.0% | 5.3% |
现金转化率INSGLITE
| Q4 25 | 25.50× | 1.62× | ||
| Q3 25 | 2.22× | 13.79× | ||
| Q2 25 | -8.81× | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 44.31× | — | ||
| Q1 24 | — | — |
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
INSG
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
