vs
ITT INC.（ITT）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
ITT INC.的季度营收约是朗美通的1.6倍（$1.1B vs $665.5M），ITT INC.净利率更高（12.5% vs 11.8%，领先0.7%），朗美通同比增速更快（65.5% vs 13.5%），ITT INC.自由现金流更多（$187.4M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 7.6%）
ITT Inc是一家总部位于美国康涅狄格州斯坦福德的制造企业，前身为ITT集团，主要面向航空航天、交通、能源及工业领域供应特种零部件，旗下设有工业流程、运动技术、连接与控制技术三大业务板块。
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。
ITT vs LITE — 直观对比
营收规模更大
ITT
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出52.0%
13.5%
净利率更高
ITT
高出0.7%
11.8%
自由现金流更多
ITT
多$144.3M
$43.1M
两年增速更快
LITE
近两年复合增速
7.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $665.5M |
| 净利润 | $131.7M | $78.2M |
| 毛利率 | 35.5% | 36.1% |
| 营业利润率 | 17.0% | 9.7% |
| 净利率 | 12.5% | 11.8% |
| 营收同比 | 13.5% | 65.5% |
| 净利润同比 | 3.7% | 228.4% |
| 每股收益（稀释后） | $1.64 | $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ITTLITE
| Q4 25 | $1.1B | $665.5M | ||
| Q3 25 | $999.1M | $533.8M | ||
| Q2 25 | $972.4M | $480.7M | ||
| Q1 25 | $913.0M | $425.2M | ||
| Q4 24 | $929.0M | $402.2M | ||
| Q3 24 | $885.2M | $336.9M | ||
| Q2 24 | $905.9M | $308.3M | ||
| Q1 24 | $910.6M | $366.5M |
净利润ITTLITE
| Q4 25 | $131.7M | $78.2M | ||
| Q3 25 | $126.9M | $4.2M | ||
| Q2 25 | $121.0M | $213.3M | ||
| Q1 25 | $108.4M | $-44.1M | ||
| Q4 24 | $127.0M | $-60.9M | ||
| Q3 24 | $161.1M | $-82.4M | ||
| Q2 24 | $119.2M | $-252.5M | ||
| Q1 24 | $111.0M | $-127.0M |
毛利率ITTLITE
| Q4 25 | 35.5% | 36.1% | ||
| Q3 25 | 35.6% | 34.0% | ||
| Q2 25 | 35.7% | 33.3% | ||
| Q1 25 | 34.6% | 28.8% | ||
| Q4 24 | 34.1% | 24.8% | ||
| Q3 24 | 35.5% | 23.1% | ||
| Q2 24 | 34.9% | 16.6% | ||
| Q1 24 | 33.0% | 16.2% |
营业利润率ITTLITE
| Q4 25 | 17.0% | 9.7% | ||
| Q3 25 | 18.0% | 1.3% | ||
| Q2 25 | 18.0% | -1.7% | ||
| Q1 25 | 16.5% | -8.9% | ||
| Q4 24 | 17.2% | -12.8% | ||
| Q3 24 | 23.5% | -24.5% | ||
| Q2 24 | 17.6% | -43.3% | ||
| Q1 24 | 16.4% | -31.3% |
净利率ITTLITE
| Q4 25 | 12.5% | 11.8% | ||
| Q3 25 | 12.7% | 0.8% | ||
| Q2 25 | 12.4% | 44.4% | ||
| Q1 25 | 11.9% | -10.4% | ||
| Q4 24 | 13.7% | -15.1% | ||
| Q3 24 | 18.2% | -24.5% | ||
| Q2 24 | 13.2% | -81.9% | ||
| Q1 24 | 12.2% | -34.7% |
每股收益（稀释后）ITTLITE
| Q4 25 | $1.64 | $0.89 | ||
| Q3 25 | $1.62 | $0.05 | ||
| Q2 25 | $1.52 | $3.10 | ||
| Q1 25 | $1.33 | $-0.64 | ||
| Q4 24 | $1.54 | $-0.88 | ||
| Q3 24 | $1.96 | $-1.21 | ||
| Q2 24 | $1.45 | $-3.75 | ||
| Q1 24 | $1.35 | $-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 | $1.7B | $1.2B |
| 总债务越低越好 | $521.5M | — |
| 股东权益账面价值 | $4.1B | $846.6M |
| 总资产 | $6.3B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.13× | — |
8季度趋势，按日历期对齐
现金及短期投资ITTLITE
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $516.4M | $1.1B | ||
| Q2 25 | $467.9M | $877.1M | ||
| Q1 25 | $439.8M | $866.7M | ||
| Q4 24 | $439.3M | $896.7M | ||
| Q3 24 | $460.9M | $916.1M | ||
| Q2 24 | $425.5M | $887.0M | ||
| Q1 24 | $423.0M | $870.9M |
总债务ITTLITE
| Q4 25 | $521.5M | — | ||
| Q3 25 | $577.7M | — | ||
| Q2 25 | $622.5M | — | ||
| Q1 25 | $4.5M | — | ||
| Q4 24 | $232.6M | — | ||
| Q3 24 | $467.8M | — | ||
| Q2 24 | $190.0M | — | ||
| Q1 24 | $230.5M | — |
股东权益ITTLITE
| Q4 25 | $4.1B | $846.6M | ||
| Q3 25 | $2.7B | $780.8M | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.8B | $879.5M | ||
| Q4 24 | $2.8B | $872.3M | ||
| Q3 24 | $2.7B | $895.9M | ||
| Q2 24 | $2.6B | $957.3M | ||
| Q1 24 | $2.6B | $1.2B |
总资产ITTLITE
| Q4 25 | $6.3B | $4.8B | ||
| Q3 25 | $5.1B | $4.6B | ||
| Q2 25 | $5.0B | $4.2B | ||
| Q1 25 | $4.8B | $4.0B | ||
| Q4 24 | $4.7B | $4.0B | ||
| Q3 24 | $4.9B | $4.0B | ||
| Q2 24 | $4.4B | $3.9B | ||
| Q1 24 | $4.4B | $4.2B |
负债/权益比ITTLITE
| Q4 25 | 0.13× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.08× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.07× | — | ||
| Q1 24 | 0.09× | — |
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 | $227.8M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $187.4M | $43.1M |
| 自由现金流率自由现金流/营收 | 17.8% | 6.5% |
| 资本支出强度资本支出/营收 | 3.8% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.73× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $547.5M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流ITTLITE
| Q4 25 | $227.8M | $126.7M | ||
| Q3 25 | $173.9M | $57.9M | ||
| Q2 25 | $153.7M | $64.0M | ||
| Q1 25 | $113.4M | $-1.6M | ||
| Q4 24 | $223.2M | $24.3M | ||
| Q3 24 | $123.9M | $39.6M | ||
| Q2 24 | $157.7M | $35.5M | ||
| Q1 24 | $57.8M | $-7.0M |
自由现金流ITTLITE
| Q4 25 | $187.4M | $43.1M | ||
| Q3 25 | $146.2M | $-18.3M | ||
| Q2 25 | $137.3M | $10.1M | ||
| Q1 25 | $76.6M | $-64.4M | ||
| Q4 24 | $186.8M | $-15.9M | ||
| Q3 24 | $87.3M | $-34.5M | ||
| Q2 24 | $134.5M | $10.9M | ||
| Q1 24 | $30.1M | $-26.6M |
自由现金流率ITTLITE
| Q4 25 | 17.8% | 6.5% | ||
| Q3 25 | 14.6% | -3.4% | ||
| Q2 25 | 14.1% | 2.1% | ||
| Q1 25 | 8.4% | -15.1% | ||
| Q4 24 | 20.1% | -4.0% | ||
| Q3 24 | 9.9% | -10.2% | ||
| Q2 24 | 14.8% | 3.5% | ||
| Q1 24 | 3.3% | -7.3% |
资本支出强度ITTLITE
| Q4 25 | 3.8% | 12.6% | ||
| Q3 25 | 2.8% | 14.3% | ||
| Q2 25 | 1.7% | 11.2% | ||
| Q1 25 | 4.0% | 14.8% | ||
| Q4 24 | 3.9% | 10.0% | ||
| Q3 24 | 4.1% | 22.0% | ||
| Q2 24 | 2.6% | 8.0% | ||
| Q1 24 | 3.0% | 5.3% |
现金转化率ITTLITE
| Q4 25 | 1.73× | 1.62× | ||
| Q3 25 | 1.37× | 13.79× | ||
| Q2 25 | 1.27× | 0.30× | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 1.76× | — | ||
| Q3 24 | 0.77× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 0.52× | — |
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
ITT
| Industrial Process | $423.1M | 40% |
| Motion Technologies | $360.8M | 34% |
| Connect Control Technologies | $271.2M | 26% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
