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Legacy Housing Corp（LEGH）与LIGHTPATH TECHNOLOGIES INC（LPTH）财务数据对比。点击上方公司名可切换其他公司
Legacy Housing Corp的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.6倍（$25.5M vs $16.4M），Legacy Housing Corp净利率更高（32.2% vs -57.5%，领先89.7%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs -30.6%），Legacy Housing Corp自由现金流更多（$15.7M vs $2.0M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs -9.1%）
Legacy Housing Corp是美国知名的经济型预制住宅、微型住宅及配套居住单元制造商，主要面向北美中低收入消费群体，提供可定制住房解决方案、配套建材及相关售后服务，服务个人及社区开发类客户。
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
LEGH vs LPTH — 直观对比
营收规模更大
LEGH
是对方的1.6倍
$16.4M
营收增速更快
LPTH
高出150.8%
-30.6%
净利率更高
LEGH
高出89.7%
-57.5%
自由现金流更多
LEGH
多$13.7M
$2.0M
两年增速更快
LPTH
近两年复合增速
-9.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $25.5M | $16.4M |
| 净利润 | $8.2M | $-9.4M |
| 毛利率 | 26.4% | 36.8% |
| 营业利润率 | 40.4% | -52.6% |
| 净利率 | 32.2% | -57.5% |
| 营收同比 | -30.6% | 120.2% |
| 净利润同比 | -43.5% | -260.1% |
| 每股收益（稀释后） | $0.38 | $-0.20 |
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LEGHLPTH
| Q4 25 | $25.5M | $16.4M | ||
| Q3 25 | $28.8M | $15.1M | ||
| Q2 25 | $38.4M | $12.2M | ||
| Q1 25 | $24.3M | $9.2M | ||
| Q4 24 | $36.7M | $7.4M | ||
| Q3 24 | $30.2M | $8.4M | ||
| Q2 24 | $31.7M | $8.6M | ||
| Q1 24 | $30.8M | $7.7M |
净利润LEGHLPTH
| Q4 25 | $8.2M | $-9.4M | ||
| Q3 25 | $8.6M | $-2.9M | ||
| Q2 25 | $14.7M | $-7.1M | ||
| Q1 25 | $10.3M | $-3.6M | ||
| Q4 24 | $14.5M | $-2.6M | ||
| Q3 24 | $15.8M | $-1.6M | ||
| Q2 24 | $16.2M | $-2.4M | ||
| Q1 24 | $15.1M | $-2.6M |
毛利率LEGHLPTH
| Q4 25 | 26.4% | 36.8% | ||
| Q3 25 | 20.2% | 29.8% | ||
| Q2 25 | 32.4% | 22.0% | ||
| Q1 25 | 29.2% | 29.1% | ||
| Q4 24 | 27.3% | 26.0% | ||
| Q3 24 | 29.2% | 33.9% | ||
| Q2 24 | 31.9% | 29.2% | ||
| Q1 24 | 33.6% | 20.9% |
营业利润率LEGHLPTH
| Q4 25 | 40.4% | -52.6% | ||
| Q3 25 | 33.7% | -16.6% | ||
| Q2 25 | 43.8% | -38.0% | ||
| Q1 25 | 47.7% | -36.3% | ||
| Q4 24 | 42.3% | -33.5% | ||
| Q3 24 | 50.8% | -16.4% | ||
| Q2 24 | 50.6% | -25.6% | ||
| Q1 24 | 54.3% | -33.6% |
净利率LEGHLPTH
| Q4 25 | 32.2% | -57.5% | ||
| Q3 25 | 30.0% | -19.2% | ||
| Q2 25 | 38.3% | -57.8% | ||
| Q1 25 | 42.3% | -39.1% | ||
| Q4 24 | 39.5% | -35.2% | ||
| Q3 24 | 52.4% | -19.3% | ||
| Q2 24 | 51.1% | -27.3% | ||
| Q1 24 | 49.1% | -33.7% |
每股收益（稀释后）LEGHLPTH
| Q4 25 | $0.38 | $-0.20 | ||
| Q3 25 | $0.35 | $-0.07 | ||
| Q2 25 | $0.60 | $0.19 | ||
| Q1 25 | $0.41 | $-0.44 | ||
| Q4 24 | $0.59 | $-0.07 | ||
| Q3 24 | $0.64 | $-0.04 | ||
| Q2 24 | $0.65 | $-0.15 | ||
| Q1 24 | $0.60 | $-0.07 |
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 | $8.5M | $73.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $528.6M | $77.9M |
| 总资产 | $580.3M | $148.6M |
| 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LEGHLPTH
| Q4 25 | $8.5M | $73.6M | ||
| Q3 25 | $13.6M | — | ||
| Q2 25 | $2.6M | $4.9M | ||
| Q1 25 | $3.4M | — | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $570.0K | — | ||
| Q2 24 | $60.0K | — | ||
| Q1 24 | $621.0K | — |
总债务LEGHLPTH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $535.0K | ||
| Q1 24 | — | $599.4K |
股东权益LEGHLPTH
| Q4 25 | $528.6M | $77.9M | ||
| Q3 25 | $521.6M | $21.4M | ||
| Q2 25 | $512.8M | $15.6M | ||
| Q1 25 | $503.7M | $15.7M | ||
| Q4 24 | $494.0M | $26.7M | ||
| Q3 24 | $479.3M | $29.4M | ||
| Q2 24 | $463.2M | $30.2M | ||
| Q1 24 | $450.4M | $31.7M |
总资产LEGHLPTH
| Q4 25 | $580.3M | $148.6M | ||
| Q3 25 | $557.9M | $87.3M | ||
| Q2 25 | $552.0M | $81.5M | ||
| Q1 25 | $544.6M | $81.4M | ||
| Q4 24 | $534.2M | $45.8M | ||
| Q3 24 | $521.4M | $48.4M | ||
| Q2 24 | $514.9M | $48.1M | ||
| Q1 24 | $510.0M | $49.7M |
负债/权益比LEGHLPTH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | 0.02× |
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 | $19.0M | $2.8M |
| 自由现金流经营现金流 - 资本支出 | $15.7M | $2.0M |
| 自由现金流率自由现金流/营收 | 61.6% | 12.0% |
| 资本支出强度资本支出/营收 | 13.1% | 5.3% |
| 现金转化率经营现金流/净利润 | 2.32× | — |
| 过去12个月自由现金流最近4个季度 | $28.2M | $-6.3M |
8季度趋势，按日历期对齐
经营现金流LEGHLPTH
| Q4 25 | $19.0M | $2.8M | ||
| Q3 25 | $7.2M | $-1.1M | ||
| Q2 25 | $6.1M | $-2.6M | ||
| Q1 25 | $4.9M | $-3.2M | ||
| Q4 24 | $7.9M | $-737.4K | ||
| Q3 24 | $13.8M | $-1.7M | ||
| Q2 24 | $3.5M | $64.7K | ||
| Q1 24 | $10.8M | $-394.2K |
自由现金流LEGHLPTH
| Q4 25 | $15.7M | $2.0M | ||
| Q3 25 | $5.1M | $-1.2M | ||
| Q2 25 | $3.7M | $-3.3M | ||
| Q1 25 | $3.6M | $-3.7M | ||
| Q4 24 | $6.0M | $-817.8K | ||
| Q3 24 | $9.1M | $-1.8M | ||
| Q2 24 | $1.7M | $-225.5K | ||
| Q1 24 | $9.9M | $-802.5K |
自由现金流率LEGHLPTH
| Q4 25 | 61.6% | 12.0% | ||
| Q3 25 | 17.8% | -8.1% | ||
| Q2 25 | 9.6% | -27.3% | ||
| Q1 25 | 15.0% | -40.0% | ||
| Q4 24 | 16.4% | -11.0% | ||
| Q3 24 | 30.2% | -21.2% | ||
| Q2 24 | 5.4% | -2.6% | ||
| Q1 24 | 32.2% | -10.4% |
资本支出强度LEGHLPTH
| Q4 25 | 13.1% | 5.3% | ||
| Q3 25 | 7.1% | 0.5% | ||
| Q2 25 | 6.2% | 5.6% | ||
| Q1 25 | 5.2% | 4.6% | ||
| Q4 24 | 5.1% | 1.1% | ||
| Q3 24 | 15.6% | 0.9% | ||
| Q2 24 | 5.5% | 3.4% | ||
| Q1 24 | 2.8% | 5.3% |
现金转化率LEGHLPTH
| Q4 25 | 2.32× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.71× | — |
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
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
