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Kimco Realty（KIM）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Kimco Realty的1.2倍（$665.5M vs $542.5M），Kimco Realty净利率更高（27.9% vs 11.8%，领先16.1%），朗美通同比增速更快（65.5% vs 3.2%），过去两年朗美通的营收复合增速更高（34.8% vs 3.8%）
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
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。
KIM vs LITE — 直观对比
营收规模更大
LITE
是对方的1.2倍
$542.5M
营收增速更快
LITE
高出62.2%
3.2%
净利率更高
KIM
高出16.1%
11.8%
两年增速更快
LITE
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $542.5M | $665.5M |
| 净利润 | $151.2M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 36.4% | 9.7% |
| 净利率 | 27.9% | 11.8% |
| 营收同比 | 3.2% | 65.5% |
| 净利润同比 | -9.0% | 228.4% |
| 每股收益（稀释后） | — | $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KIMLITE
| Q4 25 | $542.5M | $665.5M | ||
| Q3 25 | $535.9M | $533.8M | ||
| Q2 25 | $525.2M | $480.7M | ||
| Q1 25 | $536.6M | $425.2M | ||
| Q4 24 | $525.4M | $402.2M | ||
| Q3 24 | $507.6M | $336.9M | ||
| Q2 24 | $500.2M | $308.3M | ||
| Q1 24 | $503.8M | $366.5M |
净利润KIMLITE
| Q4 25 | $151.2M | $78.2M | ||
| Q3 25 | $137.8M | $4.2M | ||
| Q2 25 | $163.0M | $213.3M | ||
| Q1 25 | $132.8M | $-44.1M | ||
| Q4 24 | $166.0M | $-60.9M | ||
| Q3 24 | $136.0M | $-82.4M | ||
| Q2 24 | $119.7M | $-252.5M | ||
| Q1 24 | $-11.0M | $-127.0M |
毛利率KIMLITE
| Q4 25 | — | 36.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 24.8% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 16.6% | ||
| Q1 24 | — | 16.2% |
营业利润率KIMLITE
| Q4 25 | 36.4% | 9.7% | ||
| Q3 25 | 34.9% | 1.3% | ||
| Q2 25 | 39.2% | -1.7% | ||
| Q1 25 | 33.6% | -8.9% | ||
| Q4 24 | 31.7% | -12.8% | ||
| Q3 24 | 33.7% | -24.5% | ||
| Q2 24 | 32.1% | -43.3% | ||
| Q1 24 | 25.9% | -31.3% |
净利率KIMLITE
| Q4 25 | 27.9% | 11.8% | ||
| Q3 25 | 25.7% | 0.8% | ||
| Q2 25 | 31.0% | 44.4% | ||
| Q1 25 | 24.8% | -10.4% | ||
| Q4 24 | 31.6% | -15.1% | ||
| Q3 24 | 26.8% | -24.5% | ||
| Q2 24 | 23.9% | -81.9% | ||
| Q1 24 | -2.2% | -34.7% |
每股收益（稀释后）KIMLITE
| Q4 25 | — | $0.89 | ||
| Q3 25 | — | $0.05 | ||
| Q2 25 | — | $3.10 | ||
| Q1 25 | — | $-0.64 | ||
| Q4 24 | — | $-0.88 | ||
| Q3 24 | — | $-1.21 | ||
| Q2 24 | — | $-3.75 | ||
| Q1 24 | — | $-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 | $211.6M | $1.2B |
| 总债务越低越好 | $7.7B | — |
| 股东权益账面价值 | $10.4B | $846.6M |
| 总资产 | $19.7B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.74× | — |
8季度趋势，按日历期对齐
现金及短期投资KIMLITE
| Q4 25 | $211.6M | $1.2B | ||
| Q3 25 | $159.3M | $1.1B | ||
| Q2 25 | $226.6M | $877.1M | ||
| Q1 25 | $131.3M | $866.7M | ||
| Q4 24 | $688.6M | $896.7M | ||
| Q3 24 | $789.0M | $916.1M | ||
| Q2 24 | $126.4M | $887.0M | ||
| Q1 24 | $133.4M | $870.9M |
总债务KIMLITE
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益KIMLITE
| Q4 25 | $10.4B | $846.6M | ||
| Q3 25 | $10.5B | $780.8M | ||
| Q2 25 | $10.5B | $1.1B | ||
| Q1 25 | $10.6B | $879.5M | ||
| Q4 24 | $10.7B | $872.3M | ||
| Q3 24 | $10.5B | $895.9M | ||
| Q2 24 | $10.6B | $957.3M | ||
| Q1 24 | $10.6B | $1.2B |
总资产KIMLITE
| Q4 25 | $19.7B | $4.8B | ||
| Q3 25 | $19.9B | $4.6B | ||
| Q2 25 | $19.8B | $4.2B | ||
| Q1 25 | $19.7B | $4.0B | ||
| Q4 24 | $20.3B | $4.0B | ||
| Q3 24 | $20.1B | $4.0B | ||
| Q2 24 | $19.5B | $3.9B | ||
| Q1 24 | $19.5B | $4.2B |
负债/权益比KIMLITE
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| 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 | $258.4M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | 0.0% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.71× | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流KIMLITE
| Q4 25 | $258.4M | $126.7M | ||
| Q3 25 | $332.4M | $57.9M | ||
| Q2 25 | $305.4M | $64.0M | ||
| Q1 25 | $223.8M | $-1.6M | ||
| Q4 24 | $239.5M | $24.3M | ||
| Q3 24 | $295.9M | $39.6M | ||
| Q2 24 | $294.1M | $35.5M | ||
| Q1 24 | $176.1M | $-7.0M |
自由现金流KIMLITE
| Q4 25 | — | $43.1M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | — | $10.1M | ||
| Q1 25 | $205.4M | $-64.4M | ||
| Q4 24 | — | $-15.9M | ||
| Q3 24 | — | $-34.5M | ||
| Q2 24 | — | $10.9M | ||
| Q1 24 | — | $-26.6M |
自由现金流率KIMLITE
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | -3.4% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 38.3% | -15.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -10.2% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | — | -7.3% |
资本支出强度KIMLITE
| Q4 25 | 0.0% | 12.6% | ||
| Q3 25 | 0.0% | 14.3% | ||
| Q2 25 | 0.0% | 11.2% | ||
| Q1 25 | 3.4% | 14.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | — | 8.0% | ||
| Q1 24 | — | 5.3% |
现金转化率KIMLITE
| Q4 25 | 1.71× | 1.62× | ||
| Q3 25 | 2.41× | 13.79× | ||
| Q2 25 | 1.87× | 0.30× | ||
| Q1 25 | 1.69× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.46× | — | ||
| 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
KIM
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
