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诺唯真游轮控股（LINE）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
诺唯真游轮控股的季度营收约是朗美通的1.9倍（$1.3B vs $665.5M），朗美通净利率更高（11.8% vs -3.9%，领先15.7%），朗美通同比增速更快（65.5% vs 0.4%），过去两年朗美通的营收复合增速更高（34.8% vs -1.2%）
诺唯真游轮控股是一家总部位于美国、注册地为百慕大的企业，旗下全资运营诺唯真游轮、大洋游轮、丽晶七海游轮三大品牌，合并业务规模位列全球游轮运营商第三位，目前在纽约证券交易所挂牌上市。
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。
LINE vs LITE — 直观对比
营收规模更大
LINE
是对方的1.9倍
$665.5M
营收增速更快
LITE
高出65.1%
0.4%
净利率更高
LITE
高出15.7%
-3.9%
两年增速更快
LITE
近两年复合增速
-1.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $665.5M |
| 净利润 | $-51.0M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 2.8% | 9.7% |
| 净利率 | -3.9% | 11.8% |
| 营收同比 | 0.4% | 65.5% |
| 净利润同比 | — | 228.4% |
| 每股收益（稀释后） | $-0.18 | $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LINELITE
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $665.5M | ||
| Q3 25 | $1.4B | $533.8M | ||
| Q2 25 | $1.4B | $480.7M | ||
| Q1 25 | $1.3B | $425.2M | ||
| Q4 24 | $1.3B | $402.2M | ||
| Q3 24 | $1.3B | $336.9M | ||
| Q2 24 | $1.3B | $308.3M |
净利润LINELITE
| Q1 26 | $-51.0M | — | ||
| Q4 25 | — | $78.2M | ||
| Q3 25 | $-100.0M | $4.2M | ||
| Q2 25 | $-6.0M | $213.3M | ||
| Q1 25 | $0 | $-44.1M | ||
| Q4 24 | $-71.0M | $-60.9M | ||
| Q3 24 | $-485.0M | $-82.4M | ||
| Q2 24 | $-68.0M | $-252.5M |
毛利率LINELITE
| Q1 26 | — | — | ||
| Q4 25 | — | 36.1% | ||
| Q3 25 | 32.3% | 34.0% | ||
| Q2 25 | 31.9% | 33.3% | ||
| Q1 25 | 32.2% | 28.8% | ||
| Q4 24 | 32.3% | 24.8% | ||
| Q3 24 | 32.8% | 23.1% | ||
| Q2 24 | 33.4% | 16.6% |
营业利润率LINELITE
| Q1 26 | 2.8% | — | ||
| Q4 25 | — | 9.7% | ||
| Q3 25 | 2.5% | 1.3% | ||
| Q2 25 | 1.7% | -1.7% | ||
| Q1 25 | 4.3% | -8.9% | ||
| Q4 24 | -1.6% | -12.8% | ||
| Q3 24 | -38.6% | -24.5% | ||
| Q2 24 | 5.5% | -43.3% |
净利率LINELITE
| Q1 26 | -3.9% | — | ||
| Q4 25 | — | 11.8% | ||
| Q3 25 | -7.3% | 0.8% | ||
| Q2 25 | -0.4% | 44.4% | ||
| Q1 25 | — | -10.4% | ||
| Q4 24 | -5.3% | -15.1% | ||
| Q3 24 | -36.3% | -24.5% | ||
| Q2 24 | -5.1% | -81.9% |
每股收益（稀释后）LINELITE
| Q1 26 | $-0.18 | — | ||
| Q4 25 | — | $0.89 | ||
| Q3 25 | $-0.44 | $0.05 | ||
| Q2 25 | $-0.03 | $3.10 | ||
| Q1 25 | $0.01 | $-0.64 | ||
| Q4 24 | $-0.52 | $-0.88 | ||
| Q3 24 | $-2.44 | $-1.21 | ||
| Q2 24 | $-0.46 | $-3.75 |
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 | — | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.1B | $846.6M |
| 总资产 | $19.0B | $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LINELITE
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | $173.0M | $896.7M | ||
| Q3 24 | $409.0M | $916.1M | ||
| Q2 24 | $73.0M | $887.0M |
股东权益LINELITE
| Q1 26 | $8.1B | — | ||
| Q4 25 | — | $846.6M | ||
| Q3 25 | $8.4B | $780.8M | ||
| Q2 25 | $8.6B | $1.1B | ||
| Q1 25 | $8.6B | $879.5M | ||
| Q4 24 | $8.6B | $872.3M | ||
| Q3 24 | $9.0B | $895.9M | ||
| Q2 24 | $4.9B | $957.3M |
总资产LINELITE
| Q1 26 | $19.0B | — | ||
| Q4 25 | — | $4.8B | ||
| Q3 25 | $19.2B | $4.6B | ||
| Q2 25 | $19.4B | $4.2B | ||
| Q1 25 | $18.8B | $4.0B | ||
| Q4 24 | $18.7B | $4.0B | ||
| Q3 24 | $19.3B | $4.0B | ||
| Q2 24 | $18.8B | $3.9B |
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 | $130.0M | $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 | 2.4% | 12.6% |
| 现金转化率经营现金流/净利润 | — | 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LINELITE
| Q1 26 | $130.0M | — | ||
| Q4 25 | — | $126.7M | ||
| Q3 25 | $230.0M | $57.9M | ||
| Q2 25 | $258.0M | $64.0M | ||
| Q1 25 | $139.0M | $-1.6M | ||
| Q4 24 | — | $24.3M | ||
| Q3 24 | $186.0M | $39.6M | ||
| Q2 24 | $155.0M | $35.5M |
自由现金流LINELITE
| Q1 26 | — | — | ||
| Q4 25 | — | $43.1M | ||
| Q3 25 | $35.0M | $-18.3M | ||
| Q2 25 | $95.0M | $10.1M | ||
| Q1 25 | $-12.0M | $-64.4M | ||
| Q4 24 | — | $-15.9M | ||
| Q3 24 | $33.0M | $-34.5M | ||
| Q2 24 | $-31.0M | $10.9M |
自由现金流率LINELITE
| Q1 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | 2.5% | -3.4% | ||
| Q2 25 | 7.0% | 2.1% | ||
| Q1 25 | -0.9% | -15.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | 2.5% | -10.2% | ||
| Q2 24 | -2.3% | 3.5% |
资本支出强度LINELITE
| Q1 26 | 2.4% | — | ||
| Q4 25 | — | 12.6% | ||
| Q3 25 | 14.2% | 14.3% | ||
| Q2 25 | 12.1% | 11.2% | ||
| Q1 25 | 11.7% | 14.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | 11.5% | 22.0% | ||
| Q2 24 | 13.9% | 8.0% |
现金转化率LINELITE
| Q1 26 | — | — | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 13.79× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
LINE
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
