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朗美通（LITE）与LANDSTAR SYSTEM INC（LSTR）财务数据对比。点击上方公司名可切换其他公司
LANDSTAR SYSTEM INC的季度营收约是朗美通的1.8倍（$1.2B vs $665.5M），朗美通净利率更高（11.8% vs 3.4%，领先8.4%），朗美通同比增速更快（65.5% vs 1.6%），过去两年朗美通的营收复合增速更高（34.8% vs -2.2%）
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。
Landstar System Inc.是美国专业运输服务企业，主营第三方物流业务，依托由超8800名独立自营车主、1000余名独立货运代理人、7万余家合规认证承运商组成的庞大网络，服务主要覆盖美国全境，同时提供加拿大境内及美加、美墨跨境物流服务。
LITE vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.8倍
$665.5M
营收增速更快
LITE
高出63.8%
1.6%
净利率更高
LITE
高出8.4%
3.4%
两年增速更快
LITE
近两年复合增速
-2.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.2B |
| 净利润 | $78.2M | $39.4M |
| 毛利率 | 36.1% | 9.6% |
| 营业利润率 | 9.7% | 4.5% |
| 净利率 | 11.8% | 3.4% |
| 营收同比 | 65.5% | 1.6% |
| 净利润同比 | 228.4% | 32.3% |
| 每股收益（稀释后） | $0.89 | $1.16 |
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LITELSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $665.5M | $1.2B | ||
| Q3 25 | $533.8M | $1.2B | ||
| Q2 25 | $480.7M | $1.2B | ||
| Q1 25 | $425.2M | $1.2B | ||
| Q4 24 | $402.2M | $1.2B | ||
| Q3 24 | $336.9M | $1.2B | ||
| Q2 24 | $308.3M | $1.2B |
净利润LITELSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $78.2M | $23.9M | ||
| Q3 25 | $4.2M | $19.4M | ||
| Q2 25 | $213.3M | $41.9M | ||
| Q1 25 | $-44.1M | $29.8M | ||
| Q4 24 | $-60.9M | $46.2M | ||
| Q3 24 | $-82.4M | $50.0M | ||
| Q2 24 | $-252.5M | $52.6M |
毛利率LITELSTR
| Q1 26 | — | 9.6% | ||
| 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% | — |
营业利润率LITELSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 9.7% | 2.5% | ||
| Q3 25 | 1.3% | 2.2% | ||
| Q2 25 | -1.7% | 4.6% | ||
| Q1 25 | -8.9% | 3.4% | ||
| Q4 24 | -12.8% | 4.8% | ||
| Q3 24 | -24.5% | 5.2% | ||
| Q2 24 | -43.3% | 5.6% |
净利率LITELSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 11.8% | 2.0% | ||
| Q3 25 | 0.8% | 1.6% | ||
| Q2 25 | 44.4% | 3.5% | ||
| Q1 25 | -10.4% | 2.6% | ||
| Q4 24 | -15.1% | 3.8% | ||
| Q3 24 | -24.5% | 4.1% | ||
| Q2 24 | -81.9% | 4.3% |
每股收益（稀释后）LITELSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.89 | $0.70 | ||
| Q3 25 | $0.05 | $0.56 | ||
| Q2 25 | $3.10 | $1.20 | ||
| Q1 25 | $-0.64 | $0.85 | ||
| Q4 24 | $-0.88 | $1.30 | ||
| Q3 24 | $-1.21 | $1.41 | ||
| Q2 24 | $-3.75 | $1.48 |
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 | $411.0M |
| 总债务越低越好 | — | $26.1M |
| 股东权益账面价值 | $846.6M | $799.0M |
| 总资产 | $4.8B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资LITELSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $1.2B | $452.2M | ||
| Q3 25 | $1.1B | $434.4M | ||
| Q2 25 | $877.1M | $426.2M | ||
| Q1 25 | $866.7M | $473.4M | ||
| Q4 24 | $896.7M | $566.6M | ||
| Q3 24 | $916.1M | $531.3M | ||
| Q2 24 | $887.0M | $504.0M |
总债务LITELSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益LITELSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $846.6M | $795.7M | ||
| Q3 25 | $780.8M | $888.7M | ||
| Q2 25 | $1.1B | $921.8M | ||
| Q1 25 | $879.5M | $930.8M | ||
| Q4 24 | $872.3M | $972.4M | ||
| Q3 24 | $895.9M | $1.0B | ||
| Q2 24 | $957.3M | $1.0B |
总资产LITELSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $4.8B | $1.6B | ||
| Q3 25 | $4.6B | $1.7B | ||
| Q2 25 | $4.2B | $1.7B | ||
| Q1 25 | $4.0B | $1.7B | ||
| Q4 24 | $4.0B | $1.8B | ||
| Q3 24 | $4.0B | $1.8B | ||
| Q2 24 | $3.9B | $1.8B |
负债/权益比LITELSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $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 | 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LITELSTR
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $72.7M | ||
| Q3 25 | $57.9M | $89.3M | ||
| Q2 25 | $64.0M | $7.1M | ||
| Q1 25 | $-1.6M | $55.7M | ||
| Q4 24 | $24.3M | $61.1M | ||
| Q3 24 | $39.6M | $83.1M | ||
| Q2 24 | $35.5M | $48.1M |
自由现金流LITELSTR
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $70.5M | ||
| Q3 25 | $-18.3M | $86.0M | ||
| Q2 25 | $10.1M | $4.7M | ||
| Q1 25 | $-64.4M | $53.8M | ||
| Q4 24 | $-15.9M | $54.4M | ||
| Q3 24 | $-34.5M | $75.6M | ||
| Q2 24 | $10.9M | $40.6M |
自由现金流率LITELSTR
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 6.0% | ||
| Q3 25 | -3.4% | 7.1% | ||
| Q2 25 | 2.1% | 0.4% | ||
| Q1 25 | -15.1% | 4.7% | ||
| Q4 24 | -4.0% | 4.5% | ||
| Q3 24 | -10.2% | 6.2% | ||
| Q2 24 | 3.5% | 3.3% |
资本支出强度LITELSTR
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 0.2% | ||
| Q3 25 | 14.3% | 0.3% | ||
| Q2 25 | 11.2% | 0.2% | ||
| Q1 25 | 14.8% | 0.2% | ||
| Q4 24 | 10.0% | 0.6% | ||
| Q3 24 | 22.0% | 0.6% | ||
| Q2 24 | 8.0% | 0.6% |
现金转化率LITELSTR
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 3.04× | ||
| Q3 25 | 13.79× | 4.61× | ||
| Q2 25 | 0.30× | 0.17× | ||
| Q1 25 | — | 1.87× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 0.91× |
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
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
LSTR
暂无分部数据
