vs
NLIGHT, INC.（LASR）与OCTAVE SPECIALTY GROUP INC（OSG）财务数据对比。点击上方公司名可切换其他公司
OCTAVE SPECIALTY GROUP INC的季度营收约是NLIGHT, INC.的1.3倍（$104.2M vs $80.2M），NLIGHT, INC.净利率更高（0.8% vs -6.6%，领先7.4%），OCTAVE SPECIALTY GROUP INC同比增速更快（66.0% vs 55.2%），过去两年OCTAVE SPECIALTY GROUP INC的营收复合增速更高（42.9% vs 26.0%）
nLight Inc.是全球领先的高性能半导体激光器、光纤激光器及相关光学组件研发生产商，产品广泛应用于工业精密制造、航空航天与国防、医疗设备、前沿研究等核心领域，客户遍及北美、欧洲及亚太地区。
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
LASR vs OSG — 直观对比
营收规模更大
OSG
是对方的1.3倍
$80.2M
营收增速更快
OSG
高出10.8%
55.2%
净利率更高
LASR
高出7.4%
-6.6%
两年增速更快
OSG
近两年复合增速
26.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $80.2M | $104.2M |
| 净利润 | $645.0K | $-6.9M |
| 毛利率 | 33.1% | — |
| 营业利润率 | 66.0% | — |
| 净利率 | 0.8% | -6.6% |
| 营收同比 | 55.2% | 66.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.01 | $-0.13 |
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LASROSG
| Q1 26 | $80.2M | $104.2M | ||
| Q4 25 | $81.2M | $66.9M | ||
| Q3 25 | $66.7M | $66.6M | ||
| Q2 25 | $61.7M | $55.0M | ||
| Q1 25 | $51.7M | $62.8M | ||
| Q4 24 | $47.4M | $65.2M | ||
| Q3 24 | $56.1M | $70.0M | ||
| Q2 24 | $50.5M | $51.0M |
净利润LASROSG
| Q1 26 | $645.0K | $-6.9M | ||
| Q4 25 | $-4.9M | $-29.7M | ||
| Q3 25 | $-6.9M | $-112.6M | ||
| Q2 25 | $-3.6M | $-72.7M | ||
| Q1 25 | $-8.1M | $-44.7M | ||
| Q4 24 | $-25.0M | $-20.9M | ||
| Q3 24 | $-10.3M | $-27.5M | ||
| Q2 24 | $-11.7M | $-750.0K |
毛利率LASROSG
| Q1 26 | 33.1% | — | ||
| Q4 25 | 30.7% | — | ||
| Q3 25 | 31.1% | — | ||
| Q2 25 | 29.9% | — | ||
| Q1 25 | 26.7% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 22.4% | — | ||
| Q2 24 | 23.5% | — |
营业利润率LASROSG
| Q1 26 | 66.0% | — | ||
| Q4 25 | -6.7% | -76.7% | ||
| Q3 25 | -10.9% | -48.2% | ||
| Q2 25 | -6.9% | -41.8% | ||
| Q1 25 | -18.6% | -24.1% | ||
| Q4 24 | -55.8% | -55.5% | ||
| Q3 24 | -21.0% | -29.7% | ||
| Q2 24 | -25.1% | -28.9% |
净利率LASROSG
| Q1 26 | 0.8% | -6.6% | ||
| Q4 25 | -6.0% | -73.8% | ||
| Q3 25 | -10.3% | -169.1% | ||
| Q2 25 | -5.8% | -132.3% | ||
| Q1 25 | -15.7% | -71.3% | ||
| Q4 24 | -52.7% | -55.1% | ||
| Q3 24 | -18.4% | -39.3% | ||
| Q2 24 | -23.2% | -1.5% |
每股收益（稀释后）LASROSG
| Q1 26 | $0.01 | $-0.13 | ||
| Q4 25 | $-0.10 | $-0.82 | ||
| Q3 25 | $-0.14 | $-2.35 | ||
| Q2 25 | $-0.07 | $-1.54 | ||
| Q1 25 | $-0.16 | $-1.22 | ||
| Q4 24 | $-0.52 | $-11.75 | ||
| Q3 24 | $-0.21 | $-0.63 | ||
| Q2 24 | $-0.25 | $-0.02 |
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 | $298.2M | — |
| 总债务越低越好 | — | $117.1M |
| 股东权益账面价值 | $429.2M | $833.6M |
| 总资产 | $515.7M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资LASROSG
| Q1 26 | $298.2M | — | ||
| Q4 25 | $98.7M | $146.4M | ||
| Q3 25 | $81.1M | $27.5M | ||
| Q2 25 | $78.8M | $22.5M | ||
| Q1 25 | $82.2M | $34.1M | ||
| Q4 24 | $65.8M | $157.2M | ||
| Q3 24 | $41.5M | $40.8M | ||
| Q2 24 | $49.4M | $14.6M |
总债务LASROSG
| Q1 26 | — | $117.1M | ||
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | — | $515.0M |
股东权益LASROSG
| Q1 26 | $429.2M | $833.6M | ||
| Q4 25 | $226.7M | $715.8M | ||
| Q3 25 | $218.5M | $843.4M | ||
| Q2 25 | $216.0M | $859.8M | ||
| Q1 25 | $212.8M | $852.2M | ||
| Q4 24 | $216.4M | $798.4M | ||
| Q3 24 | $235.3M | $1.5B | ||
| Q2 24 | $239.5M | $1.4B |
总资产LASROSG
| Q1 26 | $515.7M | $2.3B | ||
| Q4 25 | $315.2M | $2.2B | ||
| Q3 25 | $298.7M | $2.1B | ||
| Q2 25 | $295.3M | $8.5B | ||
| Q1 25 | $290.0M | $8.3B | ||
| Q4 24 | $270.2M | $8.1B | ||
| Q3 24 | $291.3M | $9.3B | ||
| Q2 24 | $294.3M | $8.2B |
负债/权益比LASROSG
| Q1 26 | — | 0.14× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.38× |
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
LASR
| Products | $58.2M | 73% |
| Development | $22.0M | 27% |
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
